Slack CRM: 6 Best CRMs That Integrate With Slack 2019

Customer relationship management (CRM) tools that integrate with Slack, a web-based communication service, centralize conversations, and file sharing between users and user groups. The integration reduces the time spent toggling between applications and reliance on email. We evaluated a variety of Slack CRMs and compiled a list of the six best options, including the best overall.

Top 6 CRMs That Integrate With Slack

How We Evaluated CRMs That Integrate With Slack

Teams who are interested in Slack and CRM integration are often seeking to improve internal communication, decrease or eliminate the need for email, or reduce time searching multiple databases. So, we evaluated dozens of CRM software options to understand their features and advantages over other tools, how easy they are to use regardless of technical expertise, and how they can help improve workflows by supporting features that save time.

In our evaluation of the best CRMs with Slack CRM integration, we found them to have a variety of similar features including and used the following criteria:

• Price: We compared and contrasted pricing and features for all platforms across tier levels.
• Collaboration: Teams need to share important information quickly, so we evaluated the ability of each CRM to facilitate communication between users.
• Contact management: We compared how well each CRM supports the creation and maintenance of contact records.
• Customization: Customization is important to some organizations, so we considered the degree to which each CRM can be tailored.
• Ease of use: We evaluated how easy it is to set up and use each CRM.
• Workflow automation: We examined how well each CRM delegates information and tasks to the right users.
• Customer support: Because resources like technical assistance are critical to the success of product implementations, we reviewed how well each CRM provides ongoing support to customers.

We chose Salesforce as the best overall CRM that integrates with Slack because of its scalability, comprehensive solution platform, and direct integration with Slack. Some of the other CRMs offer more competitive pricing, but Salesforce is an all-in-one CRM solution and the only one that provides two-way integration with Slack.

Salesforce: Best Overall CRM With Slack Integration

Salesforce is a highly customizable CRM with comprehensive functionality like account, contact, and pipeline management as well as automated workflows, customized reporting, and a robust customer resource portal. Pricing starts at just $25 per user, per month. Because of direct Slack integration, Salesforce is ideal for growing companies to manage customer-related activities and to improve team-wide communication from a single user interface.

Salesforce Pricing

Salesforce is available across three tiers and ranges in price from $25 to $150 per user, per month. Each tier includes basic features like account, lead, and deal management, email integration, and customized dashboards. Users wanting unlimited features can expect to pay $300 per user, per month, and gain access to 24-hour configuration support.

Salesforce Tiered Features

Essentials

For $25 per user, per month, Essentials plan subscribers can perform data searches that will yield Salesforce records within Slack by entering a line of text known as a slash command or, for example, /abc company. They can also link any Salesforce account, contact, and deal with its appropriate Slack channel, keeping the right people informed of recent changes. This reduces the need to switch between three different applications further.

Like the other featured CRMs, the introductory plan from Salesforce includes standard CRM functionality like account, contact, lead, and pipeline management as well as the ability to customize dashboards, reports, and sales processes. This makes it our top choice for small-business friendly CRM plans that offer Slack integration.

Salesforce opportunity management

Professional

The addition of lead registration and rule-based scoring makes Salesforce’s Professional tier a standout. In addition to a customizable user experience with full CRM functionality, lead registration allows businesses to acknowledge and prioritize partner involvement on specific deals while rule-based scoring works to identify each deal’s relative importance. Teams can work the channel more strategically and create plans for lead follow-up.

At a competitive price of $75 per user, per month, the Professional package equips users with all of the tools needed to manage customer relationships successfully and to reward engaged partners, making it our recommendation for businesses who want to grow their channel partner program.

Enterprise

The Enterprise tier from Salesforce introduces workflow and approval automation at a package price of $150 per user, per month. Similar functionality with some limitations is offered at a noticeably lower price with some of the other featured CRMs like Pipedrive and Zoho CRM. For this reason, this tier is best suited for businesses with larger sales teams that need unlimited workflow rules and for companies with highly functioning channel partner programs.

Large businesses can also really benefit from Salesforce’s Unlimited option. Take full advantage of tools that can help to streamline daily operations demonstrably and, for $300 per user, per month, enjoy dedicated support and configuration services. Salesforce technicians will help you keep operations afloat 24/7, minimizing delays in your business.

What Salesforce Is Missing

Salesforce’s entry-level plan is priced competitively, but it supports a maximum of 25 users, so it is not a good fit for large teams who use Slack. Larger teams should consider HubSpot or Pipedrive. Salesforce is also not a good fit for teams with devices running Windows Mobile as it is currently only optimized for devices running Android, Linux, Mac OS, and Windows operating systems.

What Users Think About Salesforce

Salesforce users rate the overall experience highly with an average rating of slightly more than 4 out of 5 stars. Commenters have shared that new users should expect somewhat of a learning curve. However, overall adoption rates are high as is satisfaction. Read more about what customers think on our Salesforce user reviews page.

Where to Find Salesforce

Salesforce is a web-based CRM solution that hosts one of the most complete CRM tools available with an affordable introductory price and plans that offer lead scoring, advanced reporting, customization, third-party integrations, and more. To learn more about Salesforce or to kick off your free trial, visit its website today.

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HubSpot CRM: Best Free CRM With Slack Integration

HubSpot offers a free, web-based CRM that works with Slack and supplies contact and deal management. It also offers a surprisingly robust set of lead generation features like chatbots and email marketing. Because there is no associated cost and because it supports an unlimited number of users, HubSpot CRM is our pick for the best free CRM with Slack integration.

HubSpot Pricing

HubSpot makes it possible for businesses to manage lead generation and sales activities easily from its platform free of charge while marketing, sales, and service add-ons start at $50 per user, per month. Affordability and simplicity make HubSpot the ideal CRM tool for small businesses new to using software for managing customer-related activities.

HubSpot Features

HubSpot CRM provides its web platform completely free for any number of users. Included with the free plan are Gmail and Outlook integration, email templates, meeting scheduling, and ticketing.

Contact & Lead Management

HubSpot makes it easy to add new contacts and to associate those contacts with companies, deals, files, and support tickets. With Slack integration for HubSpot, these same contact records can be accessed easily from within Slack by performing a slash command search, for example, “/John Doe,” allowing employees to access records without interrupting the existing workflow.

Email & Document Management

HubSpot provides users with email templates, newsletter templates, and access to a document repository. Not only does this prevent writing generic emails from scratch, but it also frees time for other, more important tasks. It also provides users with market data through email tracking. With HubSpot integration with Slack, receive notifications of email opens and user engagements, which helps staff make real-time changes that result in providing more relevant content.

Pipeline Management

HubSpot enables companies to create and manage deals with preloaded information fields such as Close Date, Closed Lost Reason, Closed Won Reason, Deal Stage, and Last Modified Date. Tracking deals is even easier with HubSpot CRM’s integration with Slack as sales teams, and representatives receive activity reminders as well as notifications of changes or updates to deals in progress, from within Slack.

HubSpot CRM customizable deal stages

What HubSpot Is Missing

HubSpot gives new marketing and sales organizations core CRM functionality. It is extremely useful, especially as far as free CRMs go. However, HubSpot is currently available in only six languages―English, Brazilian Portuguese, French, German, Japanese, and Spanish. We recommend that businesses supporting international clientele and businesses anticipating international expansion to consider Pipedrive or Salesforce.

What Users Think About HubSpot

Despite some user reports of software bugs, most HubSpot customers agree that issues are usually resolved within a reasonable amount of time. They also agree that HubSpot is easy to use. Learn more about what users have to say on our HubSpot user reviews page.

Where to Find HubSpot

HubSpot with Slack CRM integration is perfect for businesses that may already be using Slack but need an inexpensive way to track sales activities better. Visit HubSpot’s website to get started for free today.

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Insightly: Best Project Management CRM With Slack Integration

Insightly is a cloud-hosted CRM supporting Slack integration with tools for helping businesses managing complex projects and customer information. In addition to contact and deal management, the system includes opportunity-to-project conversion and customizable project stages for an ultra-competitive $29 per user, per month. This makes it best for small teams or coordinators wanting to decrease reliance on email for project management.

Insightly Pricing

Insightly offers three paid plans, the first of which includes email integration, web-to-lead capture, and contact and deal management at a relatively low price of $29 per user, per month. The latter tiers build on this functionality with additional workflows and range in price from $49 to $99 per user, per month.

Insightly Tiered Features

Plus

Insightly’s Plus package is $29 per user, per month, and offers the ability to integrate with Slack via the Insightly chatbot, enabling notifications in Slack when project and deal stages are modified, new leads are added, or deals are won. These notifications can be routed to specific Slack channels so that the right users or user groups are informed.

The Plus plan builds on common CRM features like account, contact, and deal management with the addition of integrated project management. It is the only featured CRM with project-specific functionality like customizable project stages and opportunity-to-project conversions, making it our choice for freelancers and solopreneurs who want a simple but meaningful CRM for managing these activities.

Insightly notifications in Slack

Professional

Insightly’s Professional package builds on the features included with the previous tier and, for $49 per user, per month, introduces the ability to customize objects and automatic lead assignment. Users can access their own leads and input information into fields that accurately reflect internal processes.

The plan also introduces complete workflow automation. Users can set up workflow rules around unique processes and automatically assign projects to the right individuals. For this reason, and because of its custom fields, we recommend this tier for small companies managing complex projects across different departments.

Enterprise

Insightly’s Enterprise package builds on the features included with the previous two tiers and, for $99 per user, per month, adds the ability to create custom validation rules. These rules ensure that only information that meets predefined quality criteria is stored successfully. This is especially useful for people managing highly detailed data.

The Enterprise plan also comes with the ability to store product lists and price books as well as the ability to create sales quotations. We recommend it for consultants, product development teams, and seasoned project managers who want a CRM with Slack integration and need the ability to provide clients with custom pricing.

What Insightly CRM Is Missing

Insightly offers a standard support plan for assisting existing customers. However, fast, direct access to technical support costs an additional fee. This could be seen as a weakness by businesses needing assistance around the clock. When comparing CRM providers, even free alternatives like HubSpot offer 24-hour support.

What Users Think About Insightly

Insightly customers find it useful for managing projects that require collaboration. Others, however, admit that some of its limitations can be easily avoided with another CRM. Read more on what users think on our Insightly user reviews page.

Where to Find Insightly CRM

Insightly is a good way for freelance and self-managed employees to track activities related to sales opportunities methodically as well as for facilitating collaboration across product and project teams. Visit its website for more information and to sign up for a free trial account.

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Pipedrive: Best Visual CRM With Slack Integration

Pipedrive provides a CRM solution with many essentials like account and contact management. However, Pipedrive is best known for its Kanban-style pipeline views enabling users to digest information needed to prioritize tasks and respond to prospects. The tool also offers integration with Slack, making it an optimal choice for businesses who want to a visual CRM with Slack integration for at-a-glance deal insights and time-saving collaboration.

Pipedrive Pricing

Pipedrive is offered as a four-tier solution model. Essential CRM functionality is standard across those tiers with additional features costing more. However, Pipedrive is slightly more competitively priced than other solutions on our list, with prices ranging from $15 to $99 per user, per month.

Pipedrive Tiered Features

Essential

Pipedrive’s Essential plan is $12.50 per user, per month, and supports integration with Slack, permitting users to receive notifications of new deals and deals closed in real-time, adding further clarity to the sales process. Users can also receive notifications and perform slash commands directly within a new Slack message to find associated Pipedrive records. Those records are then displayed within Slack, preventing the need to switch between apps.

The Essential plan from Pipedrive includes comprehensive deal management with Kanban-style pipeline view, helping users quickly determine where deals are in progress and the appropriate next steps. Because of this unique design, we like the Essential plan for teams wanting an affordable CRM and a highly visual user experience.

Pipedrive deal management

Advanced

At a per-user price of $24.90 per month, Pipedrive’s Advanced package builds on the standard features from the previous tier with the inclusion of 30 automated workflow rules. The single sign-on (SSO) offered in this tier then makes it possible for employees to use Pipedrive and other apps without logging into each tool separately.

The Advanced package also contains the ability to track email opens and clicks. So, we recommend it for sales and marketing teams who want a CRM that prioritizes visualization of the pipeline and provides insights into the success of email campaigns.

Professional

Pipedrive’s Professional package is offered at $49.90 per user, per month. This tier includes 60 workflow rules, which is not only 30 more than the previous tier, but it provides the best value in terms of workflows for the price of all the featured CRMs. The Professional plan also offers more granular divisions of labor with the addition of team management.

Slack integration is available with all of Pipedrive’s plans but is especially enhanced by the team management functionality. Users can share accounts, deals, or other records in specific Slack channels, ensuring that information is relevant to member users. The Professional plan is good for businesses who want to improve collaboration but also want to minimize potential distractions.

Enterprise

The Enterprise plan from Pipedrive is $99 per user, per month, and gives subscribers unlimited numbers of custom dashboards. Not only does this better empower individual sales reps with the information they need to continue driving deals, but it also makes it possible for companies to scale up without concern for its effect on their monthly or yearly CRM bill.

With an unlimited number of advanced user permissions, the Enterprise plan also prevents records from being shared with unauthorized parties, even through Slack, offering reassurance to security-conscious organizations. That’s what makes Pipedrive’s Enterprise package great for large teams who are committed to getting the most out of a Slack CRM integration and want Kanban-style pipeline views.

What Pipedrive Is Missing

Pipedrive is an engaging CRM tool, but it is not highly customizable. However, because it is priced competitively, Pipedrive provides value to general businesses who appreciate the interface and are OK with some limitations.

What Users Think About Pipedrive

Although the majority of existing Pipedrive users have little negative to say about the system, some have expressed that business app integrations are doable but can be time-consuming. Teams who prefer a CRM that is part of a productivity suite that supports more integrations should consider Zoho CRM. You can also read more on our Pipedrive user reviews page.

Where to Find Pipedrive

Pipedrive is an excellent CRM tool for sales organizations that want built-in features to visualize the concept of a sales process and that want to improve internal communication without creating delays. Consider visiting its website today to learn more or to register for a free trial.

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Salesmate: Best Mobile-friendly CRM With Slack Integration

Salesmate is a web-based tool that equips small businesses with essential CRM functionality like pipeline and task management starting at $15 per user, per month. Viewing customer information, making updates to deals, and logging calls automatically are all supported from its mobile apps. This makes it easy for sales reps to manage activities remotely and our recommendation for businesses who also want Slack integration with their mobile-friendly CRM.

Salesmate Pricing

Salesmate offers two cloud-hosted options for new subscribers. The first is less feature-inclusive but includes some automated workflows at the highly competitive price of $15 per user, per month, while the other offers more workflows and more features at a monthly price of $30 per user.

Salesmate Tiered Features

Starter

The Starter option from Salesmate is a fairly encompassing CRM package given its ultra-low price of $15 per user, per month. It includes the ability to integrate with Slack directly, enabling users to search for Salesmate contact records and deals with slash commands from within Slack. Users can also elect to be notified of scheduled tasks and changes to deal status, keeping salespeople in the loop as updates occur.

Both this plan and its more feature-inclusive counterplan are optimized for use from devices running Android and iOS. In addition to updating deals from the app, mobile users can track lead and deal status, and receive notifications.

Salesmate mobile functionality

Growth

Salesmate’s Growth plan is just $24 per user, per month, and builds on the features included with the Starter package with the addition of custom reports and date-based workflows. The plan also includes the ability to manage goals, enabling teams to view and track their progress against metrics.

The Growth plan offers control over critically important customer management practices, helping small businesses focus on growing sales. For this reason, the Growth option is an excellent choice for organizations wanting a short-term CRM tool with mobile functionality.

What Salesmate Is Missing

Salesmate lacks built-in lead scoring and lead registration. Small businesses that want a CRM that offers mobility and these specific lead management capabilities should take a look at Zoho CRM or Salesforce.

What Users Think About Salesmate

While Salesmate does offer Android and iOS apps for convenient mobile access, customers have commented on issues using these apps. Others suggested that improvements in different areas, such as call logging and the inclusion of more features without add-on fees, could also enhance the user experience. Read more from existing customers on our Salesmate user reviews page.

Where to Find Salesmate

Salesmate offers value to small businesses by providing essential CRM features such as custom deal and pipeline management affordably, making it a good choice for small businesses with fairly straightforward sales processes and for small businesses that do not require support in other languages. Create a new account and try Salesmate free for 15 days.

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Zoho CRM: Best All-in-One CRM With Slack Integration

Zoho CRM is a flexible, web-based CRM tool that integrates with Slack, social media, and other productivity tools. It packs essential features around contact and deal management, price books, quotes, and workflow rules. However, with a starting price of $18 per user, per month, it is priced well to compete for smaller businesses. That is why we recommend Zoho CRM for startups and small teams looking for an all-in-one CRM solution.

Zoho CRM Pricing

Zoho CRM has a free plan for limited users. However, to get the most out of its integrations, it is best to upgrade to one of its three paid plans. These plans range from $18 to $45 per user, per month, and offer workflow rules, deal and order management, invoicing, and case management.

Zoho CRM Tiered Features

Standard

The Standard plan from Zoho CRM is $18 per user, per month. This plan and offers integration with Slack, enabling teams to take advantage of automatic notifications of events and tasks within the messaging tool and ensuring that the next steps are not missed.

Zoho CRM’s Standard plan also supports account, contact, lead, and deal management, six workflow rules, and access to mobile apps for Android and iOS. For these reasons, we recommend it for startups and small teams who want an affordable customer management solution and find value in having just the essentials.

Zoho CRM deal management

Professional

The Professional plan from Zoho CRM is $30 per user, per month that, in comparison to the Professional tier from Salesforce, is a bargain. Building on the features included with the previous tier, Zoho CRM’s Professional package includes access to an unlimited number of customized dashboards, enabling sales teams to provide individual reps with information on their own productivity and performance with updates in real-time.

The Professional package from Zoho CRM also introduces the option to organize price books, products, sales orders, and sales quotes as well as case management. For this reason, we recommend the Professional package from Zoho CRM for small teams with reps who independently manage sales cycles from discovery to close as well as post-sales support.

Enterprise

Zoho CRM’s Enterprise tier builds on the features included with the first two but, for $45 per user, per month, includes access to a testing environment. The tier is a better choice for large businesses who expect or desire the ability to develop, test, and eventually launch new, custom features.

The Enterprise plan introduces data encryption in alignment with the standards set by the Export Administration Regulation (EAR). The plan also comes with access to a sandbox where administrators can test features and where new users practice without affecting real data, making it a good choice for businesses who prefer not to integrate CRM with email and have concerns around data security.

What Zoho CRM Is Missing

Zoho CRM offers email support with a contextual widget for Gmail as well as plugins for Microsoft Office and Microsoft Outlook. Still, there is no direct email integration that feeds into the CRM system itself. Teams who want this functionality should look at Salesforce or Pipedrive. We recommend Zoho CRM for new businesses who are OK without two-way email integration and businesses who want a CRM that is user-friendly but less feature-heavy than others.

What Users Think About Zoho CRM

Zoho CRM is a good option for businesses who do not mind having to pay for more features as needed. However, new subscribers should be aware that set up can be challenging and that reading through the training and support documentation is a critical step before installation. Read more about the customer experience in our Zoho CRM user reviews.

Where to Find Zoho CRM

If you run a new business or small sales organization, and need an inexpensive solution for managing sales activities, consider Zoho CRM. You can also visit its website for more information and to sign up for a free 30-day trial.

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Bottom Line: Best Slack CRM Integrations

By acting as a central hub for both important internal news and updates to deals in progress, Slack CRM integration reduces the time employees spend switching between applications, helping businesses better facilitate communication, improve collaboration, and boost productivity.

With Slack CRM integration through Salesforce, teams can communicate details related to accounts, customers, and opportunities easily, making this the best integration for receiving updates while using either system. Visit its website to sign up for a free 30-day trial of Salesforce today.

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