Tell Us About Your Team and Projects

We'll use your answers to recommend the best CRM for your team's size, project type, and client management goals.

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  • Solo freelancer or consultant (just me)
  • Small team or agency (2–10 people)
  • Mid-size team or business (11–50 people)
  • Large organisation or enterprise (50+ people)
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  • Keeping track of client communication, tasks, and project status
  • Managing new business enquiries and client onboarding
  • Automating recurring project tasks, deadlines, and client updates
  • Reporting on project progress, team capacity, and revenue
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  • Creative and marketing projects
  • Technical, software, or IT projects
  • Consulting, advisory, or professional services
  • A mix of different project types
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  • Free or very low-cost to start
  • Up to $50/month
  • $50–$200/month
  • $200+/month — I need serious capability
Choose an option…
  • Choose an option…
  • Very important — I want automated client updates, reminders, and onboarding sequences
  • Useful, but project delivery comes first
  • I just need basic task tracking and client visibility
  • Not needed — all communication is handled manually

Please answer all questions to generate your CRM recommendation.

✦ Your Personalised CRM Recommendation

Your Project Management CRM Recommendation is Ready

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Your Personalised CRM Summary

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Our Top CRM Pick for Your Team

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Top 3 CRM Implementation Actions

    Recommended CRM Tools

    Handpicked CRM platforms for project-based teams — with links to get you started.

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    Your CRM Rollout Timeline

    🗓️ Week 1 — Setup

    🔄 Month 1 — Adoption

    📈 Month 3+ — Growth

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    3 CRM Best Practices for Project-Based Teams

      Project Management CRM Launch Checklist

        ⚡ One Simple Next Step

        Download Your Personalised AI Project Management CRM Recommendation

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