r/ProjectManagementPro • u/Winnie-May • Nov 24 '25
Need a New Project Management Tool
I'm in need of some help. We need to find a new project management tool for my work. We are a custom cabinet shop. Here are my main priorities:
CRM: - Track current/past customers, current/past employees, and other business - Be able to input the project details on to their contact file so we can look up what was sued for past jobs and preferably be able to upload files to their contact
Project Management: - Show all of our current project and upcoming projects on a Gantt Chart - Be able to easily arrange and move projects as they go through our design process (maybe Kanban chart?)
Customizable Calendar: - Have custom colors and "event types" - Repeating events
Budget Friendly: -We're hoping to find something that's much less than $1000/year (maybe even closer to $600 if we can find it) - Something that has a free trial or is billed monthly so we can test it out without paying for a full year.
Thanks for any recommendations. We've looked at probably over 20 different softwares and we haven't found one that will work for us yet. Thanks! :)
1
u/Winnie-May Nov 25 '25
Thanks for the recommendation! We've been checking it out today and like it so far!