The project management CRM for client-based work
Generic project tools forget who the work is for. AgencyTrack ties every project to its client, budget, and invoice — so you see delivery and the relationship together, on one board.
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What is a project management CRM?
A project management CRM combines two things freelancers and agencies usually keep in separate apps: the client relationship (the CRM side) and the actual delivery of the work (the project management side). Instead of a Trello board here and a client list there, every project is attached to the client it belongs to, with its budget, tasks, files, and invoices in the same place.
That connection matters for client-services work. When a project slips, you know exactly which client to call. When you raise an invoice, it’s already linked to the project and payment record. When you look at profit, it rolls up per client and per project automatically — no reconciling spreadsheets at month-end.
AgencyTrack is a project management CRM built for Indian freelancers and agencies. You run projects on clean Kanban boards, assign your team, track budgets and deadlines, and keep clients in the loop through a branded portal — all without leaving the tool that also holds their contact details and invoices.
Why a connected CRM beats a standalone board
Projects mean more when they’re tied to the client and the money.
Projects, in context
Every board is linked to its client, budget, and invoices — so status, scope, and payment live together.
Profit per project
Track payments and expenses against each project and see real net profit, not just a to-do list.
Your whole team, aligned
Assign developers and designers to tasks and projects with role-based access — everyone knows what’s theirs.
Clients stay in the loop
A white-label portal lets clients follow progress and download invoices — cutting your status-update emails to zero.
Everything you need to deliver projects
Boards, budgets, teams, and client visibility in one place.
Kanban boards
Drag tasks from To-do to Done across a clean, visual board.
Deadlines & budgets
Set a budget and due date per project and track against them.
Tasks & assignments
Break projects into tasks and assign them to your team.
Client linkage
Every project ties back to its client, history, and invoices.
Files & payments
Keep project files, updates, and payment records together.
Delivery analytics
See what’s on track, what’s slipping, and what’s profitable.
Generic project tool vs a project management CRM
The difference is everything the board can’t see.
Your data is 100% private.
Row-level isolation, encrypted tokens, and zero data-sharing — even we can’t read it. See how we protect it →
Project management CRM FAQs
The best project management tool for a freelancer connects the work to the client and the invoice — otherwise you’re still juggling apps. AgencyTrack gives you Kanban boards, deadlines, budgets, and tasks, all tied to the client they belong to, plus invoicing and a client portal, so delivery and the relationship live in one workspace.
For client-services freelancers, the best project management software is one that also handles clients and invoices. AgencyTrack does exactly this as a project management CRM — free to start, with Pro (up to 60 projects and 5 team members) at a launch price of ₹99/month.
Use a tool that links them. In AgencyTrack, each project sits under its client, so opening a client shows all their projects, invoices, and payments, and opening a project shows the client it’s for. That single connection removes almost all the copy-pasting between apps.
Yes. On Pro you can add up to 5 team members, assign them to specific projects and tasks with role-based access, and track what you owe each of them. Ultra removes the limit so you can run a full agency.
Run every project like clockwork
Start free and put your projects, clients, and invoices on one connected board.