5 Best CRM for Slack (2023 Ranked and Reviewed)
As businesses worldwide increasingly adopt Slack as their primary communication platform, the integration of Customer Relationship Management (CRM) tools into the Slack environment is more important than ever. By bringing CRM capabilities directly into Slack, teams can collaborate more effectively, access customer information swiftly, and streamline their workflow. CRM for Slack enhances the level of customer engagement by ensuring real-time information flow, and updating the team about customer interactions, updates, and more.
Slack is a leading team management, communication, and collaboration tool that seamlessly integrates with dozens of popular CRM (client relationship management software). The Slack CRM makes it easier for users to collaborate on tasks, convert leads into customers, and provide excellent customer support service. In this article, we’ll walk you through the best CRMs for Slack and how they could make a life of a remote worker a lot easier.
What is the best CRM for Slack?
1. Pipedrive – Top-rated CRM for automating repetitive tasks
Supported OS: Windows, Mac, Linux, Mac, iOS, and Android.
Developer: Fit Small Business
License: free, commercial license.
Pipedrive is a customer-centric CRM for slack best suited to deal and lead management and forecast a company’s revenue. Once you embrace this CRM, you’ll experience a sharp rise in leads and conversions. Above all, the most compelling feature of Pipedrive is its intelligent sales tool.
Pros
- Display a visual representation of the sales process.
- Monitor performance like a coach.
- Real-time reports allow users to analyze if they are on track and give them time to adjust courses if required.
- Integration with your favorite tool saves you considerable time and effort.
- Highly rated by thousands of customers worldwide.
Cons
- Workflow automation only comes with the advanced plan.
- Phone support is only available in the enterprise plan.
2. Zoho CRM – Best CRM for Slack to increase leads and measure sales performance.
Supported OS: Windows, Mac, Linux, iOS, and Android.
Developer: Zoho Corporation Pvt. Ltd.
License: free (trial version)
Zoho CRM seamlessly integrates with Slack and other third-party apps. The free plan supports only three users, but users can switch to the top-tier subscription plan whenever they want the team to expand. On top of that, it is trusted by more than 250,000 companies worldwide.
Pros
- Excellent customer support.
- Maximize productivity with minimal use.
- Automate workflow, process, journey, and everything.
- Zoho CRM’s analytics tool allows users to make informed decisions.
- Ability to integrate with 800+ apps.
- Easy to use.
Cons
- The free plan is limited to mere 3 users.
- The free plan does not allow integration with Slack.
3. HubSpot – Free sales, leads, and prospect tracking software
Support OS: Windows, Mac, iOS, Linux, and Android.
License: free, commercial license.
Developer: HubSpot, Inc.
HubSpot integration into Slack allows users to convert Slack conversations into actionable task, receive notifications, and use the slash command to share CRM contact records. On top of that, HubSpot has a pipeline management module and payment processing capabilities.
Pros
- No restrictions regarding the number of users in the free plan.
- Intuitive and compelling interface, so you’ll never have to update reports manually.
- Equipped with enterprise marketing, sales, customer service, and contact management software.
- Equipped sales teams with time-saving tools to close more deals in less time.
- Turn your highly converting and repetitive sales email into the template.
- Unleash reporting dashboard to forecast revenue and identify bottlenecks in the company sales process.
- Real-time customer support on the go.
Cons
- The paid plan seems unaffordable for small business owners.
- The lead scoring feature only comes with a professional plan.
4. Salesmate – Best CRM for small businesses and startups
Supported OS; Windows, Mac, Linux, iOS, and Android.
Developer: salesmate.io
License: free, commercial license.
Salesmate is a cost-friendly CRM with a multi-channel communication feature. Its voice-over-internet protocol (VoIP) has a power dialing feature to place calls based on the preset list automatically. Furthermore, Salesmate offers the lowest cost for integrating with Slack.
Pros
- Convert more prospects into paying customers via targeted ads, emails, calls, and follow-ups.
- Track contacts, deals, sales activities, and conversations in real-time.
- Prevent your team from wasting time on the least productive task.
- Its built-in intelligence tool
- Eliminates repetitive tasks.
- Its built-in intelligence tool lets users gain insights into the team’s performance and sales pipelines.
- Equipped with in-built communication and coordination tools for an entire team.
Cons
- No phone-based customer support.
- Data sharing capability requires improvement.
5. Salesforce – Provides a flexible way to connect people, partners, and apps.
Supported OS: Windows, Mac, Linux, iOS, and Android.
Developer: Salesforce, Inc.
License: free, commercial license.
Salesforce CRM for stack enables the sales teams to exceed their sales target via its automated tools, like AI insights and data management features. Moreover, using these tools, users can run targeted email marketing campaigns and nurture leads.
Pros
- Advanced mobile app with all the features of a web app.
- Integrating it into Slack will streamline conversation between Salesforce chatter and Slack channels.
- 96% of their past customers have met or exceeded the ROI expectations.
- Live-onboarding webinars.
- Pre-configured dashboards, processes, and reports.
- Designed specifically for the hybrid work environment.
Cons
- Paid plans are expensive.
- CRM system is difficult to set up.
CRM with Slack integration comparison
Software | Best for | Top Features |
Pipedrive | Visual representation of sales drive. | Allow users to Track calls, emails, and contact history to gain full control over their schedule. Eliminate tedious and repetitive tasks via its machine learning-powered tools. Seamlessly integrates with other sales-boosting apps. Prevent your business data from exploitation. Ability to delve deeper into the metrics created for your business. |
| Zoho CRM | A streamlined work experience | It allows users to harness the power of omnichannel presence to deliver a personalized experience that breeds customers’ loyalty. Leveraging the power of AI Zia, users can make accurate predictions. Dedicated programs for migration and deployment. Automate the sales, marketing, and support functions so you can concentrate more on customers. |
| HubSpot | Tracking and analyzing sales activity in real-time | Real-time view of the sales pipeline in a visual dashboard. Notify the sales team when a prospect visits a website or opens an email. Keep your sensitive data secure under advanced reporting permissions. Empower your team with analytics tools sufficient enough for analysts. Enable users to assign tasks to employees and track lucrative prospects in one place. |
Salesmate | Establishing long-lasting relationships with the customer. | Equipped with powerful features like call recording, call masking, voice drop, and call transfer. Bring all the customer requests in one place and assign them the right people to respond. Collaborate with an entire team to deliver 5 times faster and exceptional customer experience. Route leads, sync customer data across an entire system, send personalized greetings to customers, and many more with just a few clicks. |
Salesforce | Remote-work environment | Enable users to attract more customers for their business via its personalized marketing experience. Ability to automate time-consuming tasks via customized apps. Ability to respond faster to customer support issues immediately. |
Final thoughts
We’ve nailed down the list of CRM for Slack. However, while adopting any CRM for Slack, you should bear in mind that it must have an integration capability with Slack either directly or through APIs. Once you identify CRM tools with the required feature, you can compare other features like ease of use, pricing, user interface, and customer support.
