Professional services organisations experience common challenges such as resource management, profit margins, cash flow management, project management and increased competition.  CRM for project management tasks can help.

Compare CRM for project management

Management need complete visibility across the organisation, into aspects such as planning, contracts billing and invoicing, accounting, resource utilisation and profitability information. CRM for project management provides this functionality within business management software, driving accuracy and productivity, resulting in higher profitability and cash flow.

Through the help of CRM, project managers can keep on top of scheduling, resourcing, time and expenses, invoicing without the administrative burden; allowing professional services to understand performance against KPIs.


Navigate this site in order to learn more about project management software and CRM, or prepare for your CRM implementation project and get advice on how to shortlist your CRM solution or CRM provider.  Understand the scope of CRM, download useful CRM whitepapers, launch the CRM comparison tool, and find out about specific CRM solution functionality.

Microsoft Dynamics 365 for Project Service Automation is an integrated customer experience for organisations that deliver customer-facing, revenue-focused, project-based services such as planning, estimating and pricing multi-day projects, optimising resource utilisation, tracking and approving project tasks and finances and monitoring performance metrics.