That’s why using your CRM for project management is beneficial. It involves integrating your project management and CRM software solutions to bring teams together and combat departmental silos.
While some CRMs offer workflow automation and other helpful tools, you can also integrate your existing project management software with the CRM for a holistic solution.
Bringing critical data and processes together improves information sharing and collaboration across departments. It fosters a powerful synergy between your sales, marketing, customer success, and project australia number for whatsapp management teams, leading to greater customer satisfaction.
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CRM vs. project management software
Merging your CRM and project management software gives your team all the tools to nurture and support customers before and after their first purchase. But it’s still important to understand the difference between the two and their individual functions.
Let’s take a closer look at the main differences between project management software and CRM software.
Customer relationship management software
The following elements are specific to a company’s CRM software:
Core attributes: Reputable CRM software will include features for building pipelines, adding and automating tasks, scheduling meetings and calls, and communicating with customers and team members.
Primary applications: CRMs typically help teams manage and engage with leads and contacts, supporting strategies like prospecting, lead tracking, and email marketing.
Key objectives: The main goal of CRM software is to help your team find and secure leads, develop better customer relationships, and deliver efficient customer support.
Project management software
Project management software serves a slightly different purpose, includin