When should you consider choosing a CRM tool with project management?
You should consider a CRM tool with project management once your team delivers work after the sale, not just closes deals. Agencies, IT service firms and installers often lose details between the signed quote and the kickoff when sales lives in Pipedrive and delivery in a spreadsheet. Bitrix24, Flowlu and Odoo CRM keep both stages on one client record, so the project starts with the scope sales agreed.
The trigger is usually the number of handovers. Once you run 5 or more parallel client projects a month, copying contacts, files and deadlines by hand costs hours each week. With monday CRM, a won deal becomes a board item automatically, and Vtiger CRM converts a closed opportunity into a project with milestones.
A combined tool also makes sense when profit per client matters. Bitrix24 and Flowlu log time against tasks, so you compare the 40 hours you sold with the 55 you actually spent. Pure sales teams with no delivery work gain little here and do better with a lean pipeline tool such as Pipedrive.