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The most important part of any business is their customer service support. This is where CRMs help businesses to drive up retention and speak with customers one-on-one, or over a group chat. Here are five CRM systems you can use for your business in 2022!
Zoho CRM is one of the most popular CRMs on the market. It has a large number of integrations with other platforms like Slack, and it also offers a free plan for up to 10 users. Read more in detail here: zoho crm.
Slack integration with customer relationship management (CRM) software boosts cooperation and productivity by allowing teams to view client data and send sales alerts without having to jump between apps. While working on Slack, the top CRMs for Slack provide real-time sales updates, task management tools and workflow automations, and unify communication channels throughout your enterprise.
Find out which Slack CRM connection solution is ideal for your company’s unique needs:
- Slack’s best overall CRM is Zoho CRM, which is ideal for enterprises looking for omnichannel collaboration options.
- Salesmate is a great Slack CRM integration solution for teams who do a lot of outbound sales.
- Salesforce Chatter and Slack Messages Sync: Salesforce Chatter and Slack Messaging Sync is ideal for enterprises who wish to sync messaging between Salesforce Chatter and Slack.
- Slack users who wish to sync task management activities across the two platforms should utilize HubSpot CRM (Customer Relationship Management).
- Pipedrive is the best Slack CRM connection for collaborative teams looking for real-time sales information.
Comparison of the Best Slack CRM Integrations
Best Overall CRM for Slack Integration: Zoho CRM
Zoho CRM
4.73 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Ability to share sales updates from Zoho CRM to Slack automatically.
- Communication capabilities via several channels
- Mobile app with plenty of features
What Isn’t There
- The free plan is restricted to three users.
- Only accessible during business hours is customer service.
Summary of Costs*
- 3 users are supported for free.
- Standard: $14 per month per user
- Professional: $23 per month for each user
- Enterprise: $40 per month for each user
- Ultimate: $52 per month per user
- Free trial: For premium programs, there is a 15-day free trial.
*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.
The Zoho CRM interface with Slack allows users to effortlessly communicate critical information with team members, such as lead details and sales data. Users may build chat groups and have sales updates sent automatically from Zoho CRM to Slack groups.
When a lead clicks on your website, opens an email, or mentions your business on social media, Zoho CRM’s omnichannel features extend to delivering alerts. Users may receive alerts even if they aren’t registered into their Zoho CRM account since notifications and reminders can be delivered to Slack automatically.
The free version of Zoho CRM, on the other hand, is restricted to three users and customer assistance is only accessible during business hours. HubSpot CRM (Customer Relationship Management) is a free CRM that integrates with Slack and has an allocation for limitless users. Pipedrive or Salesmate, on the other hand, are good options for individuals that need customer service 24 hours a day, 7 days a week.
Features of Zoho CRM
The Zoho CRM interface with Slack allows sales teams to interact more efficiently and quickly exchange changes. The following are the aspects of Slack CRM integration that we believe are most useful to users:
- Users may automate the delivery of activity update notifications from Zoho CRM to Slack, resulting in alerts appearing in both platforms.
- Data sharing: Using the share tool, users may send sales updates and lead data straight from Zoho CRM to Slack groups.
- Integration with Slack’s calendar: Sends reminders and alerts for future meetings and submissions.
- Users may create several chat groups with their sales teams using chat groups.
- Omnichannel customer communications: Allows users to communicate with customers through email, phone, and social media.
- Sales reporting: Provides real-time data on a wide range of variables, including sales trends, marketing campaigns, and activity reports.
- Users may check updates on the go with the mobile app, which is available for iOS and Android.
Users may exchange lead data in different Slack channels and groups thanks to Zoho CRM’s connection with Slack. (Image courtesy of Zoho CRM)
To learn more about the additional features that Zoho CRM has to offer, read our in-depth expert Zoho CRM review.
Go to the Zoho CRM website.
For high outbound sales activities, Salesmate is the best Slack CRM integration.
Salesmate
4.24 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Allows users to get real-time sales alerts.
- After receiving updates on Slack, sales automation systems enable agents to execute on newly allocated tasks as quickly as feasible.
What Isn’t There
- There is There is There is no free plan available. available. available.
- The interface’s intuitiveness may be enhanced.
Summary of Costs*
- Starter: $12 per month per user
- Monthly growth: $24 per user
- Boost: $40 per month, per user
- Enterprise: Please contact sales for a quote.
- 15-day free trial
*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.
Because of Salesmate’s connectivity with Slack, agents may get updates regarding the progress of their sales team’s different sales operations. Even when your company’s sales funnel has a huge number of leads, this makes it easy to handle complicated sales procedures and keep on top of your sales pipeline operations.
Important information, such as transactions won, leads allocated, and new activities, will surface in specified Slack channels once the integration is complete. The sales automation component of Salesmate integrates nicely with Slack since it notifies agents of tasks allocated to them in real time, speeding up the sales process.
Salesmate, on the other hand, does not provide a free plan, and its design may be made more user-friendly. Users looking for a free CRM with a range of communication channels should look into Zoho CRM, while those looking for a free CRM that connects with Slack and has great project management skills can look into HubSpot CRM (Customer Relationship Management).
Features of Salesmate
Agents may get real-time sales activity updates thanks to Salesmate’s interface with Slack. The features listed below are the ones we think are most useful for small companies seeking for the finest CRMs with Slack integration:
- Users may search for any contact, business, activity, or contract in Slack’s CRM data.
- To speed sales processes forward, automate repetitive operations and inform agents on essential actions.
- Users may specify which CRM updates they wish to receive in Slack through notification choices.
- Users may get CRM updates on the move using the mobile app, which is available for iOS and Android.
Users may create Slack channels to which they can send sales updates. (Image courtesy of Salesmate)
From the Salesmate settings page, users can quickly customize their Slack notification choices. (Image courtesy of Salesmate)
Pay a visit to Salesmate.
Salesforce: Best Slack CRM Integration for Salesforce Chatter Syncing in Both Directions
Salesforce
3.91 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Salesforce Chatter allows for seamless two-way communications.
- Email, social media, and live chat are examples of omnichannel communication technologies.
- Users may make phone calls straight from the program.
What Isn’t There
- There is There is There is no free plan available. available. available.
- In comparison to rivals, the UI is less user-friendly.
Summary of Costs*
- Essentials: $25 per month for each user
- Professional: $75 per month for each user
- Enterprise: $150 per month for each user
- Unlimited: $300 per month for each user
- 30 day free trial
*Pricing is based on a yearly billing cycle. Month-to-month pricing is available only on the Essentials plan.
Chatter is Salesforce’s native collaboration platform, and although it has some similarities to Slack in terms of functionality, it has restrictions. It’s solely accessible to Salesforce users, for example, but Slack’s commercial plans enable external users. Slack also has a lot more integrations, user customizations, and capabilities that Chatter doesn’t, such the ability to configure user permissions and do video calls.
Users may converse and share messages in real time between Slack and Salesforce Chatter by integrating your Salesforce CRM with Slack. They get access to all of Slack’s sophisticated collaboration and communication features, including the ability to search for contact and account data inside Slack and vice versa.
Salesforce, on the other hand, does not have a free plan and is not recommended for beginners. Consider Zoho CRM or HubSpot CRM (Customer Relationship Management) if you wish to use a free subscription. Pipedrive, on the other hand, is an excellent choice for those looking for beginner-friendly CRM software that also connects with Slack.
Features of Salesforce
Salesforce’s Slack connection allows users to integrate their messaging activity across the two platforms for greater collaboration, as well as invite other users to chats. The following are some of the important elements that we believe are most useful to users:
- Message synchronization in both directions: Users may exchange messages in both directions between their Salesforce Chatter and Slack channels.
- Users may search and share Salesforce contact and account information, as well as leads and opportunities, using the data search and share tool.
- Phone integration: Users may make and receive calls straight from the app, and call records can be saved for future reference.
- Sales managers may assign work depending on agent skill sets, availability, and capacity to handle incoming work based on their existing deal funnel via intelligent routing.
- Users may check updates on the go with the mobile app, which is available for iOS and Android.
Users may exchange CRM data across several message channels thanks to Salesforce’s connection with Slack. (Image courtesy of Salesforce)
Check out our Salesforce Essentials review to learn more about the platform’s other capabilities.
Visit Salesforce.com to learn more.
HubSpot CRM (Customer Relationship Management): The Best Slack CRM Integration With Robust Task Management Syncing HubSpot CRM (Customer Relationship Management): The Best Slack CRM Integration With Robust Task Management Syncing
HubSpot CRM (Customer Relationship Management)
3.88 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Unlimited users are included in the free plan.
- Mobile app with plenty of features to manage outreach, sales, and team collaboration on the go
- From a single mailbox, manage all customer communication.
What Isn’t There
- The free subscription does not include customer service and is restricted to forums.
- Upgrades to plans are costly.
Summary of Costs*
- Free: For an infinite number of users
- Starter: $45 per month; a minimum of two users is required.
- Professional: $450 per month, with 5 paying users as a minimum.
- Enterprise: $1,200 per month, with 10 paying users as a minimum.
- Free trial: For premium programs, there is a 14-day free trial.
*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.
HubSpot CRM (Customer Relationship Management)’s integration with Slack reduces agents’ repetitive data entry as users can perform CRM-related tasks from their Slack account. It also offers task management tools and communication capabilities that streamline workflows and create efficiencies.
For example, using the Actions tool in Slack, you may create tasks and correlate them with current contacts, organizations, or sales in HubSpot. Users in a chosen Slack channel are notified of incoming website conversations and may send and receive chat messages from any channel using the Conversations feature.
However, HubSpot’s free plan lacks access to customer support, and Upgrades to plans are costly.. Users who prefer to have customer support even with a free plan will appreciate Zoho CRM, while either Pipedrive or Salesmate are better for those who want more affordable options.
HubSpot CRM (Customer Relationship Management) Features
HubSpot CRM (Customer Relationship Management) allows users to create task management tasks within Slack and associate them with data in the HubSpot CRM (Customer Relationship Management). Below are some of the best HubSpot CRM (Customer Relationship Management) and Slack integration features we found:
- Set up a series of follow-up tasks to keep track of numerous customers’ activity or remain on top of projects.
- Notifications: Receive HubSpot CRM (Customer Relationship Management) notifications for reminders, mentions, and form submissions within Slack
- Note posting: Users may program a note on a business record (or any contact record linked with that firm) to be published straight to the account’s Slack channel when they leave or change it.
- Email marketing: Use these tools to design and send professional-looking marketing emails that will help you grow your consumer base.
- Live chat: Use live chat to communicate with your website visitors in real time.
- Users may check updates on the go with the mobile app, which is available for iOS and Android.
HubSpot CRM (Customer Relationship Management)’s integration with Slack shows users CRM updates in assigned Slack channels. (Source: HubSpot CRM (Customer Relationship Management))
Check out our HubSpot CRM (Customer Relationship Management) review to explore other features that this platform offers.
Go to HubSpot CRM’s website. (Customer Relationship Management)
Pipedrive: Slack’s Best CRM for Sales Updates in Real Time
Pipedrive
3.80 OUT OF 5 STARS FOR THE OVERALL PERFORMANCE
What We Enjoy
- Slack channels get real-time CRM updates thanks to Dealbot’s capability.
- Sales pipelines with plenty of visuals
- Customer service is available 24 hours a day, 7 days a week by live chat and email.
What Isn’t There
- There is There is There is no free plan available. available. available.
- Only the two most costly subscriptions provide in-app calling capabilities.
Summary of Costs*
- $12.50 per month per user is required.
- Advanced: $24.90 per month for each user
- Professional: $49.90 per month for each user
- Enterprise: $99 per month for each user
- 14-day free trial
*Based on a yearly billing cycle. Except for the Enterprise package, monthly subscriptions are also available.
The Dealbot, which is part of Pipedrive’s interface with Slack, automatically delivers real-time information about transaction progress to chosen team members in Slack, including notifications on new and concluded deals. Slackbot allows users to get updates on leads and deals in their own personal Slack thread.
However, Pipedrive doesn’t have a free plan and lacks an in-app caller feature in its lower-priced plans. Businesses that want to use a free Slack-friendly CRM will want to use Zoho CRM, while those who want access to an in-app caller for starter plans should subscribe to HubSpot CRM (Customer Relationship Management).
Features of Pipedrive
Users may get real-time sales updates thanks to Pipedrive’s interaction with Slack, but that’s not all. The following are the aspects of Pipedrive’s Slack CRM connection that users will find most useful:
- Artificial intelligence (AI) assistant: The AI assistant suggests activities and next steps for active leads and transactions, such as the optimal time to contact to follow up.
- Pipeline management: Displays visual representations of users’ sales pipelines and provides actionable information for leads and deals.
- Task management: Easily handle complicated sales processes, projects, and many customer accounts, as well as offer Slack users real-time sales updates.
- Users may check updates on the go with the mobile app, which is available for iOS and Android.
All Pipedrive notifications are routed to pre-defined Slack channels. (Image courtesy of Pipedrive)
Check out our Pipedrive review to learn more about the platform’s other features.
Go to Pipedrive.com.
How We Decided Which Slack CRM Integrations Were the Best
Slack’s CRM integrations are made possible through its application programming interface (API), which is code that allows two pieces of software to communicate with one another. The degree of CRM connection varies based on how the developers of a given CRM choose to utilize the API. We analyzed cost and other aspects, as well as how effectively a CRM integrates with Slack, to find the best value.
Because of its affordability, functionality, and simplicity of use, Zoho CRM is the best overall Slack CRM in our opinion. It also supports numerous communication channels, making it a great choice for companies looking to manage discussions and gather leads across different sales channels.
More information about our selection method for the top CRMs for Slack users can be found in the sections below:
40% of the overall score
When it comes to business software, price is usually a major consideration, therefore we gave it the greatest weight when evaluating our best options. We looked at whether a free plan was available, how much entry-level plans cost, and if monthly payment plans were offered.
20% of the overall score
Any Slack CRM connection is designed to make sales updates and team collaboration easier. We examined the alternatives and determined which ones provide the most important functionality for consumers.
15% of the overall score
When it comes to finding the finest CRM for Slack integration, we look for user-friendliness and intuitiveness. We looked at whether the program takes a lot of technical knowledge to bring customers up to speed on how to use it.
15% of the overall score
Support is an important aspect of any sort of software, but it’s particularly important for organizations who don’t have a technical expert on staff. We looked at the sorts of assistance given by these companies through live chat, email, and phone, as well as the hours during which these services are accessible.
10% of the overall score
We analyzed existing customer evaluations on reputable websites to determine the degree of happiness current customers have, as well as any issues they often face. We also contributed our thoughts and professional opinion on essential features, value for money, and popularity based on our own direct experience with the CRMs.
*Percentages based on total score
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Frequently Asked Questions
What CRM works with Slack?
A: Slack is a chat application that allows users to communicate in real time. We recommend using Salesforce as your CRM with Slack, or any other CRM software compatible for the platform.
What is the number 1 CRM in the world?
A: Not sure.
What apps does Slack integrate with?
A: Slack integrates with most major services, including Google Drive and Dropbox.
Related Tags
- slack integrations
- hubspot
- slack pricing
- pipedrive
