Quality CRM combined with Trello style task management
I’m on the hunt for a good, modern CRM that also has task management functionality similar to Trello. The biggest factor is internal task checklists within the pipeline, the pipeline I’m working with is extremely repeatable and each stage has a specific checklist of times that needs to be ticked off.
I really like Pipedrive but it lacks a checklist functionality, Hubspot has the same issue and I’m also very wary of price creep. Monday is on the right track but the CRM feature is too brittle, just feels like their task management with the word CRM painted over it.
Any suggestions?
Posted Aug 5, 2025, 10:08 PM UTC
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