Have you taken a look at ActiveCollab [0]? I have a friend who's in a similar space who swears by it... looking to get my environment to move to it as well.

[0] https://www.activecollab.com/

This might be exactly what I'm looking for. looks really great.

I spent ages looking for project management solutions and settled upon http://www.liquidplanner.com/ which I'm very happy about.

I blogged about why I made the choice, i.e. what it has that other tools doesn't, here: http://www.databasesandlife.com/liquid-planner/

Great review. Thanks for that information. I'll keep that one in mind as well.

We're working on mass hosting for OpenAtrium (open source PM tool) and CiviCRM (open source CRM).

Obviously we're pretty big fans of open-source. Let me know if you want beta access: http://praxis.coop/en/contact (forgive the website, it's new).

I'd be extremely surprised if you cannot manage to find one solution that fits your agency's needs from the plethora of SaaS products in those categories.

I'd be extremely surprised if they can. Just because there are a lot of options, doesn't mean there's any good ones. Tons of nearly identical, virtually featureless products does not make it easier to find one that actually does the job.

I COMPLETELY agree with this statement. We have been looking around for about a month now, and it's been really hard to distinguish them apart. It's been equally as difficult to find a product that has everything we need.

From personal experience, most of the issues of PM/Scrum/Kanban/Agile software is employee adoption rather than lack of features. As to CRM software, I can't say.

I'd like to plug DuetApp.

Very slick. I like the price as well. Unfortunately it's missing a few things that we need, such as Gantt charts, and a little better CRM features.

Hey. I'm the creator of http://duetapp.com. What CRM features would you need for the app to be useful to you?

Nice to see developers that care! I am a true believer in an app doing one thing well (a la Hoekman's "Designing The Obvious"), so maybe some of these suggestions could be rolled into a separate CRM app that integrates with Duet?

Some of the features we are looking for:

- Sales Opportunities/Leads with different stages (i.e. Identified, Qualified, In Process, etc.) (These would probably be similar to projects, just with different fields)

- Notes and history for Companies/Company "Users"

- Folders in the Files Section so, for example, we can separate Marketing Templates from Training Documentation.

- Dashboards such as Open Opportunities dollar amount, Closed Won Sales dollar amounts, etc.

- Alerts for phase completion. For example, when one phase of our project is complete, we either get an alert that this phase is complete, or the next phase is automatically created.

- Permissions.