Find 35 Best CRM Software with Task Management in August 2026

What is Creatio CRM?

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, customer service, and operational workflows with flexible process design ...

What is Zoho CRM?

Zoho CRM is an intuitive and powerful customer relationship management solution designed to enhance business workflows and improve collaboration. With its user-friendly interface and drag-and-drop functionality, it simplifies data sharing within organizations and with customers, ensuring ...

What is ClickUp?

ClickUp is a versatile cloud-based project management platform designed to cater to both individual project needs and the complex demands of enterprise-level teams. Offering a customizable planning experience, it allows users to toggle between two distinct views, providing flexibility based on ...

What is Insightly?

Insightly is CRM software for growing B2B sales and marketing teams that need pipeline tracking, contact management, and task automation without enterprise-level complexity. It integrates with Gmail and Outlook so reps can log and manage client records without leaving their inbox, and supports ...

What is HubSpot CRM?

HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, HubSpot CRM provides everything you need to work with your leads, create powerful campaigns, convert quality ...

What is WORKetc?

WORKetc is a CRM tool for small businesses to help them manage and grow. It is simple yet powerful, and out of the box it can be used by any team member with any kind of computer. From tracking leads to managing customer relationships, this software will keep you in the know with a private ...

What is Capsule?

Capsule is the leading Customer Relationship management tool for small and medium SaaS inbound businesses. A CRM that combines a full suite of pre-built features, an array of out-of-the box integrations and data-driven email marketing capabilities to help the product or website owner ...

What is Flowlu?

Flowlu Project Manager is project management software that helps small businesses run more efficiently. Flowlu allows users to track projects for multiple clients, estimate and record hours, create weekly progress reports, send invoices, sign contracts and more. Includes version control with ...

What is Shape Software?

Shape Software is a CRM for sales and marketing teams that need lead generation and nurturing workflows in a single platform. It combines email campaigns, landing pages, and lead scoring to move prospects through a pipeline, with contacts, emails, texts, and calls all logged in one place. The ...

What is Pulse Technology?

Pulse is software for your customer relationship management (CRM) that combines the power of an enterprise platform, the convenience of a consumer interface. With Pulse's other enhancements you can improve productivity, win more business, and give your sales reps the tools they need to sell ...

What is Brivity CRM?

Brivity CRM is a cutting-edge transaction management and customer relationship management platform especially tailored for real estate industry professionals and brokerages. This tool boosts real estate businesses by helping to close more deals. Design features like automated landing pages, ...

What is Kylas?

Kylas is today's ultimate solution for sales success. Its enterprise-grade CRM provides accurate and timely insights, arming users with the knowledge to identify golden opportunities and press onward with optimal results. Users can monitor customer behavior, industry trends, campaigns and more, ...

What is Dex?

Dex is an indispensable CRM platform that helps users build strong relationships and facilitates consistent communication with their contacts. Its functions, such as notifications and reminders, help users stay in touch with contacts and remember key conversations and details. Furthermore, ...

What is Redtail Technology?

Redtail Technology is a leading CRM platform designed specifically for financial advisors, helping them streamline client relationship management, automate workflows, and maintain compliance with industry regulations. The software centralizes client data, communication, and task management into ...

What is Practifi?

Practifi is a purpose-built financial services CRM designed specifically for wealth management firms, offering a powerful yet intuitive platform that scales from small teams to large enterprises. Leveraging AI-powered automation and deep relationship insights, Practifi streamlines workflows ...

What is Affinity?

Affinity is a relationship intelligence platform for financial services professionals, providing contact and customer data management, interaction tracking, automated workflows, and relationship history. It integrates calendar and task management to help teams manage follow-ups and client ...

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud is a specialized CRM designed to meet the unique needs of financial advisors, wealth managers, and insurance agents. It offers a comprehensive platform that integrates client data, financial accounts, and interactions into a single view, enabling personalized ...

What is Wealthbox CRM?

Wealthbox CRM is a modern, user-friendly CRM designed specifically for financial advisors and wealth management professionals. It streamlines client relationship management by integrating contact, task, calendar, and document management into a single platform. Wealthbox offers intuitive ...

What is vtenext?

vtenext is a versatile, open-source CRM designed to break down departmental silos and enhance organizational productivity. Equipped with a powerful BPMN engine and AI-driven features, vtenext allows businesses to optimize processes across every department—sales, marketing, customer care, HR, ...

What is HappSales?

HappSales is an all-in-one, AI-powered platform designed to transform how businesses manage their key accounts and drive overall performance. Simplifying complex CRM systems, HappSales integrates lead management, sales, service operations, receivables, and more into a single, streamlined ...