Slack is a collaboration tool that lets users communicate with team members and get activity notifications. When integrated with customer relationship management (CRM) software, teams can boost their productivity efforts by getting updates on deals or leads, sharing records, and even engaging directly with customers. Based on affordability and feature capabilities, we’ve evaluated dozens of providers to identify the top seven picks for the best Slack CRM platforms:
- Best overall with great free Slack capabilities: HubSpot CRM
- Great for collaboration on deals in Slack: Pipedrive
- Solid for getting project management updates in Slack: monday CRM
- Most robust Slack capabilities: Zoho CRM
- Best integrated Google and Slack CRM system: Copper CRM
- Most affordable Slack integrations: ClickUp
- Great option for boosting internal communication: Salesforce Sales Cloud
- Best Slack CRM Integration Options Compared
- Which CRM integration with Slack is best for you?
- HubSpot CRM: Best Slack CRM Integration Overall
- HubSpot CRM Pricing Plan & Overview*
- Pipedrive: Best for Slack-CRM Deal Collaboration
- Pipedrive Pricing Plan & Overview*
- monday CRM: Best for Getting Project Updates in Slack
- monday.com
- monday CRM Pricing Plan & Overview*
- Zoho CRM: Best for Robust Slack Capabilities
- Zoho CRM Pricing Plan & Overview*
- Copper CRM: Best Slack CRM Integration for Google Teams
- Copper Pricing Plan & Overview*
- ClickUp: Best Slack Integration for Affordability
- ClickUp Pricing Plan & Overview*
- Salesforce: Best for Facilitating Communication
- Salesforce Pricing Plan & Overview*
- Frequently Asked Questions (FAQs)
- Bottom Line
Best Slack CRM Integration Options Compared
| Provider | Starting Monthly Price Per User* | Free Plan? | Our CRM Rating Out of 5 |
|---|---|---|---|
 | $15 | ✓ | 4.73 |
| Visit HubSpot CRM | |||
 | $14 | ✕ | 4.66 |
| Visit Pipedrive | |||
 | $10 | ✕ | 4.50 |
| Visit monday CRM | |||
 | $14 | ✓ | 4.49 |
| Visit Zoho CRM | |||
 | $23 | ✕ | 4.48 |
| Visit Copper CRM | |||
 | $5 | ✓ | 4.46 |
| Visit ClickUp | |||
 | $25 | ✕ | 4.25 |
| Visit Salesforce | |||
*Based on annual billing. Monthly billing is also available for slightly higher rates.
Take our quiz to find out which Slack CRM integration works best for you.
Which CRM integration with Slack is best for you?
HubSpot CRM: Best Slack CRM Integration Overall
When to Use HubSpot CRM
- You need a free, easy Slack integration: HubSpot begins offering third-party CRM integrations on its free-forever plan. This includes a simplified HubSpot Slack integration process which gives direct access to unlimited users. In addition to seamless integration with Slack, HubSpot is notorious for all-around platform usability in setting up the system, operating the built-in tools, and navigating the interface.
- You want to access multiple Slack functions from your CRM: The HubSpot Slack integration is comprehensive, and you can use it for both sales and service modules. The functions include CRM task creation directly from Slack and Slack notifications for CRM task reminders, user mentions, document views, deal updates, and form submissions. You can also use slash commands to search and share CRM contact records.
When to Use an Alternative
- You need a more cost-scalable option: Though it offers a robust free CRM system with complete Slack integration, HubSpot is not ideal for growing businesses that need to scale their features and data capacity. Its paid plans get relatively expensive for both the individual products and the CRM Suite.
- Alternative: Zoho CRM and ClickUp are the most cost-friendly and scalable solutions with Slack and CRM connections.
- You want more affordable lead scoring: A significant use case of Slack is collaborating and sharing updates on leads. Adding lead scoring capabilities ensures teams focus their time and energy on solid opportunities. However, HubSpot has expensive lead scoring tools that require the Professional plan and above.
- Alternative: Zoho CRM has lead scoring capabilities starting at $14 per user monthly.
HubSpot CRM Pricing Plan & Overview*
Cost:
- $0 for 5 users
Key Features:
- Third-party integrations, including the HubSpot Slack integration for Sales and Service Hubs
- Contact management with documents storage and list segmentation
- One deal pipeline
- Prospects tool that lets users see which companies are visiting their website
- Email sync to Gmail and Outlook, plus email templates and mass emailing
- Live chat engagement
- Custom sales quotes
- Built-in meeting scheduler
- Service ticket management for one ticket pipeline
Cost:
- $15 per user, monthly
Key Features:
- Everything in the Free plan
- Up to 5,000 email templates
- Simple sales automation that triggers tasks and sends email notifications for deal pipeline changes
- Built-in payment processing through an automated clearing house (ACH) plus integration with Stripe for card payments
- Goal management for monthly revenue goals
- Up to 500 calling minutes for outreach or customer service
Cost:
- $1,080 per month for 5 users ($45 per additional user, monthly)
Key Features:
- Everything in Starter plan
- CRM data duplicate management
- Automated sequences for sending email and LinkedIn Sales Navigator messages
- One-to-one video messaging
- Accounts management and overview plus target accounts while deal monitoring
- Deal, contact, lead, and company scoring, plus automated lead rotation
- Custom CRM reports with sales forecasting
- Products library
- E-signature on sales documents
- Sales teams management
- Service level agreement (SLA) management on the customer support module
Cost:
- $4,000 per month for 7 users ($75 per additional user, monthly)
Key Features:
- Everything in the Professional plan
- Custom CRM objects and modules
- Predictive lead scoring
- Up to 50 custom sales goals
- Recurring revenue tracking
*Pricing is based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial.
**CRM Suite includes sales, marketing, customer service, CMS, and operations software. Individual modules can be purchased for lower monthly costs.
Our Expert Opinion
HubSpot meets the software trifecta when it comes to Slack CRM integration. It has affordability as the integration is available for free, usability with the simple connection process and intuitive CRM interface, and complete functionality as users can access the integration through the sales CRM and customer service software. From there, teams can search and share CRM contact records, receive notifications, and create CRM tasks from Slack.
HubSpot comes with sales, marketing, service, and content management solutions, as well as an all-in-one CRM Suite option. Use our full HubSpot CRM review to see if any of their products suit your business needs.
Pipedrive: Best for Slack-CRM Deal Collaboration
When to Use Pipedrive
- You want a robust deal management and collaboration tool: The Pipedrive Slack integration extends the already-great excellent management features further. Once connected, users can get updates on new deals added, status changes, and won/loss notifications. They can also search for and share deals, contact, and company records in Slack to facilitate team collaboration and stay up-to-date on sales activity.
- You need artificial intelligence (AI) in your CRM: AI has many use cases, especially within CRM systems. With the AI Sales Assistant available on Pipedrive’s Essentials plan and up, users can get updates on sales activity, and recommendations on next tasks as well as new ways to improve performance. Combined with the Pipedrive Slack integration, teams can become highly efficient during their day-to-day.
When to Use an Alternative
- You need a free Slack and CRM integration: Pipedrive does not offer a free-forever plan. By default, this means you cannot get the Slack integration for free.
- Alternative: HubSpot CRM and ClickUp are the best free CRMs with no-cost connections to Slack.
- You want more affordable email access from your CRM: Using your Gmail and Outlook business email system from your CRM is crucial to centralizing communication with leads and customers. Pipedrive, unfortunately, does not allow two-way email sync until the Advanced plan for $24.90 per user monthly.
- Alternative: Copper is the best option for affordable Gmail usage from the CRM, while HubSpot is a great option that offers mass email capabilities for free
Pipedrive Pricing Plan & Overview*
Cost:
- $14
Key Features:
- Slack integration with deal status updates and CRM record search and share functions
- Lead management with the leads inbox feature for viewing all activity in one central interface
- Deal management on customizable pipelines with rotten deal indicator
- Products catalog
- AI sales assistant tool for performance insights and task support
- Custom data fields for CRM records
- Duplicate data merge
- Mentions and comments on CRM records for collaboration with team members
- Excellent Mobile CRM app
Cost:
- $39
Key Features:
- Everything in Essentials
- Two-way email sync with Gmail and Outlook to use the email system from the CRM and track communications
- Built-in meeting and video call scheduler
- Workflow automation with delayed step options
- Custom email templates and premade email signature storage
- Smart contact data for auto-enriching contact profile data with online information
Cost:
- $49
Key Features:
- Everything in Advanced
- Contacts timeline, which shows a visual representation of prior activities
- SmartDocs and auto-fillable sales documents that auto-populate CRM data onto proposals and lets you send and track proposals from the CRM
- E-signature capabilities with document open tracking
- Sales team management
- Custom fields on CRM reports
- Revenue forecasting
Cost:
- $64
Key Features:
- Everything in Professional
- Phone support
- CRM Implementation program included
- Additional account permissions and visibility controls
Cost:
- $99
Key Features:
- Everything in Power
- Unlimited reports and sales dashboards
- Deal management for unlimited open deals
- Unlimited teams management
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial.
Our Expert Opinion
Pipedrive takes its excellent deal and lead management capabilities and brings it to the Slack integration. Once connected, teams can boost their collaborative efforts further by getting deal status updates and notifications from the same system they’re communicating with one another—Slack. We also can’t overlook the built-in searching tools in Slack for users to easily find and share deals, contact, and organization records with one another.
Our Pipedrive review tells you everything you need to know about product features, integrations, pricing, and ultimately whether it’s a good CRM option for your business.
monday CRM: Best for Getting Project Updates in Slack
When to Use monday CRM
- You want project management in your Slack CRM: monday CRM is a fully customizable CRM in that users can create boards to meet any type of business need. This means that besides the pre-built lead, deal, and client management systems, you can design work boards for marketing campaigns, special projects, or financial activities—making Slack a functional integration for more than just sales teams.
- You need multi-functional notifications through Slack: When integrated with Slack, users can receive CRM notifications for tasks, due dates, status changes, and project updates. Additionally, they can sync conversations between Slack and monday.com to push out messaging from the CRM to an entire team. Since monday.com has a range of use cases, all types of teams can use Slack for time management and collaboration.
When to Use an Alternative
- You need a free Slack integration: monday CRM no longer offers a free plan and therefore, businesses cannot access the Slack integration for free.
- Alternative: HubSpot CRM and ClickUp both allow a free integration with Slack.
- You want a broader range of Slack functionality: monday.com’s Slack integration is limited mostly to notifications. In other words, you couldn’t use it to search and share CRM records or create CRM tasks from a Slack channel.
- Alternative: Pipedrive and HubSpot offer end-to-end functionality in their Slack integration to include notifications, task creation, and record management from the channels. Zoho CRM extends these capabilities further by also allowing CRM reports and dashboard sharing in Slack.
monday CRM Pricing Plan & Overview*
Cost:
- $10 (priced for three user minimum)
Key Features:
- Unlimited contacts and board items
- Premade board templates for lead, contact, and deal management
- Unlimited boards and custom pipelines to manage sales deals, marketing, and other businesses processes
- Unlimited stored documents
- Kanban view of CRM boards
- Mobile CRM application
- Embedded CRM documents and spreadsheet files which users can edit from the CRM plus the updates section to communicate and share files
- Whiteboard collaboration to brainstorm ideas with other users from the CRM
Cost:
- $14 (priced for three user minimum)
Key Features:
- Everything in Basic
- Slack integration for CRM system notifications from the Slack channel
- Lead and contact management
- Account management for tracking client activity, storing contact data, and monitoring prior communications
- Integration with email systems like Gmail and Outlook to handle emails from the CRM
- Deal tracking with custom stages, deal record ownership, and engagement monitoring
- Quotes and invoice generation
- Activity logging for tracking sales tasks like calls made, emails sent, and meetings held
- Workflow automation with low-code design
- Aircall integration to manage calls from the CRM
- PandaDoc and DocuSign integration to manage digital signatures on sales proposal documents
- Multiple reporting dashboards for each board
- Zoom integration to manage video conferences meetings in monday.com
- Extended board views, including timeline, calendar, and map views
Cost:
- $24 (priced for three user minimum)
Key Features:
- Everything in Standard
- Email template storage plus automated trigger-based email actions based on contact engagement with an email
- Calendar event data sync with Google Calendar
- Integration with marketing platforms such as MailChimp, HubSpot, and Facebook Ads
- Time-tracking on tasks
- Formula column calculations on items
- Sales analytics and sales forecasting
- Extended board views such as chart view and workload capacity monitoring
Cost:
- Contact for pricing
Key Features:
- Everything in Pro
- Integrations with Salesforce
- Enterprise resource planning (ERP) system integrations
- Lead scoring
- Duplicate data detection
- Advanced sales analytics for pipeline and sales activity insights
- Team goal tracking
- Post-sales features like advanced account management, revenue collection tracking, and project management on client deliverables and services
- Sales-operations management with rep capacity planning, employee onboarding, sales resource storage, and legal request management on sales contracts
- Pivot chart analysis and reports
*Pricing is based on annual billing on a monthly per-user breakdown. Monthly billing is available for a higher cost. There is a 14-day free trial for the paid plans.
Our Expert Opinion
monday CRM is a tremendous product for staying informed of all business activity. The Slack integration is complete with notifications per board updates, tasks or item additions, and status changes. Since you can tailor various monday CRM boards to meet other business requirements, Slack can offer a one-stop solution to stay up-to-date on everything happening in your small business, from sales and marketing initiatives to special projects.
Check out our monday.com review for the full picture of platform features, pricing, and usability.
Zoho CRM: Best for Robust Slack Capabilities
When to Use Zoho CRM
- You want to leverage all Slack CRM capabilities: The Zoho CRM Slack integration is the most comprehensive on this list. Like other providers, you can get reminder notifications for CRM activity and tasks, search and share records like deals and leads using a slash command, and give mass updates in Slack with CRM automation. But, Zoho separates itself by allowing CRM reports and dashboards to be shared in Slack.
- You want an affordable Slack CRM: Zoho CRM is the most cost-scalable option thanks to its free-forever and affordable paid plans spanning $14 to $52 per user monthly. The Slack integration is also available on the Standard plan for $14 per user—relatively less than the other providers.
When to Use an Alternative
- You need a free Slack integration: Despite its free plan, Zoho doesn’t allow any third-party integrations until the Standard plan.
- Alternative: HubSpot CRM is the best option if you’re looking for a free CRM and Slack integration.
- You want a more intuitive CRM: Zoho CRM has many modules and tools to navigate. Additionally, the interface can come off as a little clunky and outdated—so usability tends to be a recurring user issue.
- Alternative: We recommend monday CRM, Copper CRM, or HubSpot CRM as the best simple CRM options that perform well in product ease of use.
Zoho CRM Pricing Plan & Overview*
Cost:
- $0 for three users
Key Features:
- Lead, deal, and account management modules
- Deal management for one sales pipeline
- Documents storage and activity tracking in CRM records
- Workflow automation
- Standard CRM reporting
- Native Zoho integrations with Zoho Survey, Projects, Desk, and Forms
Cost:
- $14
Key Features:
- Everything in Free
- Third-party integrations, including the Slack extension
- Contact and lead scoring
- Calendar scheduling
- Multiple sales pipelines
- Email sends and receive from the CRM, plus mass email with communications tracking
- Scheduled reporting plus custom reports and dashboards
- Sales forecasting
Cost:
- $23
Key Features:
- Everything in Standard
- Automated duplicate detection
- Mass email scheduling
- SalesSignals which alerts users of crucial sales activity from leads, prospects, and contacts
- Macro automations for user-triggered actions
- Customer service tools with case management and tracking
- Inventory management for product tracking plus quote, sales order, and invoice generation
- Built-in sales gamification module
Cost:
- $40
Key Features:
- Everything in Professional
- Zia artificial intelligence (AI) tool for data enrichment, task reminders, trend analysis, automation suggestions, and conversion predictions
- Automated case escalation for customer support cases
- Automated list segmentation of contacts
- Custom modules
- Web form analytics with A/B testing
- Expanded lead scoring that incorporates multiple scoring rules
- Territory-based sales forecasting
Cost:
- $52
Key Features:
- Everything in Enterprise
- 50 sales pipelines
- AI-generated lead scoring through Zia
- 100 unique web-to-case forms for customer support
- Up to five active contact segments
- Unlimited custom application programming interfaces (API) calls
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans.
Our Expert Opinion
Zoho CRM is advanced and affordable for teams that need a productivity boost. It comes with plenty of automation capabilities and robust customization to meet any unique business process. This is easily incorporated into the Zoho CRM Slack integration, which comes as an extension. Teams can use Slash commands to find CRM data, reports, and dashboards to share with users and receive notifications for task and event reminders and CRM updates.
Read our Zoho CRM review for feature details to best understand the top use cases and whether you should adopt this product.
Copper CRM: Best Slack CRM Integration for Google Teams
When to Use Copper CRM
- You love Google Workspace apps: Many users love Google products because of their intuitive design and broad integration range. While Google does not offer a CRM, Copper is a great Google CRM option as it’s specifically built to integrate with Google apps and has a similar interface design which improves the user experience. The intuitive design also makes it easy to create automations and get CRM updates in Slack.
- You want to improve sales team collaboration: In addition to the Slack integration, which provides CRM notifications for lead and opportunity updates in the pipeline, Copper has an array of built-in tools designed to help teams collaborate better. These include task assignment, the ability to mention users while commenting on CRM lead and deal records, and user tagging within CRM record notes and activity updates.
When to Use an Alternative
- You need a more affordable Slack integration: Copper has one of the most expensive Slack integrations on this list—starting on the Professional plan for $59 per user monthly.
- Alternative: HubSpot and ClickUp offer a free Slack integration, while Zoho CRM and monday CRM come with cost-friendly connections, each starting at $14 per user monthly.
- You want more than CRM notifications from Slack: Copper is limited in terms of Slack capabilities to receiving notifications based on CRM updates on leads and opportunities. In other words, you can’t do other functions like record search and share, CRM task creation from Slack, task reminders, or the option to share reports.
- Alternative: Zoho CRM offers the most robust Slack capabilities through its extension tools.
Copper Pricing Plan & Overview*
Cost:
- $23
Key Features:
- 2,500 contacts with the option to sync data with the Google Contacts system
- Google Chrome extension to bring the CRM into Gmail and Google Calendar interface for easy record search and updates
- Gmail integration to use the email system from the CRM
- Calendar event data sync to Google Calendar
- Google Sheets integration
- Integration with Google Drive
- Task management with reminders and task assignments to users
- Notes, file storage, and activity logging in CRM records
- User tagging within notes and activities and user mentions on CRM records
- Custom sales pipelines for deal management with opportunity slippage tracking
Cost:
- $49
Key Features:
- Everything in Basic
- Slack integration for CRM notifications on leads and deals
- 15,000 contacts
- Integration with Zapier, DocuSign, Mailchimp, and QuickBooks
- CRM integration with Zendesk and HubSpot
- Bulk email marketing with stored templates
- Workflow automation for tasks like record updates, task assignments, and deal status changes
- Unlimited custom data fields
- Custom reports and activity insights
- Multiple currency support
Cost:
- $99
Key Features:
- Everything in Professional
- Unlimited contact storage
- LinkedIn integration
- Web forms and ad integrations with apps like Facebook, Wix, and WordPress
- Email sequences plus automated mass drip campaigns
- Lead scoring
- Email scheduling
- Website prospect tracking
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Copper comes with a 14-day free trial.
Our Expert Opinion
Copper CRM has a niche use case for those who want to connect their CRM to both Google Workspace apps and Slack. Excluding the Slack integration, Copper already has top-notch features for collaborating with team members and staying up-to-date on deal progress. Once you add Slack into the equation, team cohesion only grows through an easy-to-use CRM that will push deals and lead update notifications into Slack.
Copper can combine the power of Google Workspace and Slack into one CRM system. See how else it can help your business using our in-depth Copper CRM review.
ClickUp: Best Slack Integration for Affordability
When to Use ClickUp
- You need an affordable yet comprehensive business management tool: ClickUp is technically a CRM alternative in that it’s a work management tool where you can tailor boards, processes, and data records to meet certain business requirements. It is super affordable with free options and offers the flexibility to oversee various business operations like sales, marketing, service, finance, and special projects.
- You want strong task management capabilities in Slack: ClickUp prioritizes improving task management when it’s integrated with Slack. Teams can create new tasks, set task priority levels, add resources associated with tasks, and track task deadlines all in Slack. Users can also set up workflows to receive Slack notifications based on board and data updates in ClickUp.
When to Use an Alternative
- You prefer a traditional CRM system: The downside of a non-traditional CRM such as ClickUp is you have to create the boards, tailor your data fields, and design your own processes and automations from scratch. However, some providers including ClickUp, allow you to use premade board templates that have layouts meant for lead, deal, or client management.
- Alternative: HubSpot, Pipedrive, and Zoho CRM are all popular, traditional CRM systems that come with solid Slack integrations.
- You need a simpler work management tool: ClickUp, unfortunately, does not perform well in the product usability category as it has a complex setup process and can be tough to navigate with its many modular options.
- Alternative: monday CRM is the most comparable product praised for its ease of use.
ClickUp Pricing Plan & Overview*
Cost:
- $0 for unlimited users
Key Features:
- Integration with Slack
- Up to five custom workspaces to manage workflows, store information, and collaborate on specific business areas
- Pre-built templates for workspaces
- Custom data fields in workspaces and records
- Space viewing options through list, board, table, and calendar views, plus up to 100 sessions for Gantt, timeline, workload, and map views
- Built-in whiteboard collaboration
- Workflow automation on workspace boards
- Task management with checklist tracking and user assignment options
- Relationships, tagging, and priority-setting on system records
- Use Gmail and Outlook email in the ClickUp platform
Cost:
- $5
Key Features:
- Everything in Free
- Unlimited workspaces
- Unlimited viewing for boards through Gantt and map views, plus a team box view that lets you monitor their tasks and work capacity
- Form viewing in the system for surveying and information collection
- Recurring task management
- Teams management for up to one team
- Dashboard reporting
- Project milestone and goals tracking
Cost:
- $12
Key Features:
- Everything in Unlimited
- Unlimited viewing for boards through activity, timeline, workload, and mind maps views
- Unlimited whiteboards for team collaboration
- Ability to manage unlimited teams
- Time estimates of tasks and workflows
Cost:
- $19
Key Features:
- Everything in Business
- Conditional logic in web forms
- Documents tagging
- Up to 1,000 application programming interface (API) integration calls per minute
- Ability to create user groups within teams to share resources and records accordingly
- Unlimited subtasks
- One custom user role for access control
Cost:
- Contact for pricing
Key Features:
- Everything in Business Plus
- Unlimited lists and folders for each space
- White labeling product options
- Tableau integration
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. ClickUp comes with a 14-day free trial.
Our Expert Opinion
ClickUp offers an interesting alternative to other Slack CRMs. With its full system customization and all-around cost-friendliness, nearly any type of business could use ClickUp to manage sales, marketing, or other special products in their operation. Once it’s integrated with Slack, ClickUp becomes a huge productivity hack with all of the task management capabilities that can be handled from the Slack interface.
Salesforce: Best for Facilitating Communication
When to Use Salesforce
- You want robust communication from your Slack CRM: The main use case for integrating Slack with Salesforce is internal communication. Once connected, users can engage with each other via Salesforce Chatter and the Slack channels in which the message data is synchronized between both systems. Teams can also search and share all CRM records stored in Salesforce on Slack channels.
- You need industry-specific CRM connections: Salesforce is a mega CRM provider well-known to sales professionals since it hit the $1 billion revenue mark in 2009. During that time, they developed direct integrations with thousands of third-party and native tools, including many industry-specific ones which allow teams to oversee sales activities and vertical-specific operations in one interface.
When to Use an Alternative
- You want more affordable lead scoring features: Salesforce has expensive lead scoring tools for when users need to qualify leads using quantitative metrics. This feature isn’t available until the Ultimate plan for $300 per user monthly.
- Alternative: Zoho CRM has the most cost-friendly lead scoring tools on this list starting at $14 per user monthly.
- You need a free Slack CRM: The Salesforce Sales Cloud is relatively expensive for all plans and does not offer any sort of free option.
- Alternative: ClickUp is the most affordable Slack CRM all around while HubSpot has the best free-forever option in terms of Slack capabilities.
Salesforce Pricing Plan & Overview*
Cost:
- $25
Key Features:
- App exchange for third-party integrations including Slack
- Contact, account, and lead management with file attachments
- Email integration with Gmail and Outlook, mass email marketing, and stored email templates
- Lead assignment and auto-routing to reps
- Duplicate detection for CRM records
- Task management
- Web-to-lead capture
- Opportunity tracking on customizable sales processes
- Mobile CRM app
- Custom sales reports and dashboards
- Built-in customer case management
Cost:
- $75
Key Features:
- Everything in Starter
- Sales signals alerts, KPI tracking, and forecasting
- Person accounts management to track activity and store data on individuals
- Mobile sales forecasting
- Quotes and sales order generation plus contracts management and product books storage
- Salesforce Chatter tool to communicate internally
- Unlimited custom applications
Cost:
- $150
Key Features:
- Everything in Professional
- Workflow automation and process builder
- Pipeline management to get a consolidated view of your sales pipelines, track key metrics, and discover process insights
- Sales teams management and sales territory oversight
- Custom forecasting
- Opportunity scoring with pipeline inspection analysis and advanced deal insights
Cost:
- $300
Key Features:
- Everything in Enterprise
- Built-in artificial intelligence (AI) for lead scoring, call and interaction insights, and deal health analysis
- Salesforce meetings give reps an overview of prospect meetings, account history, open cases, and the next steps associated with an account
- Sales engagement tools that help inside sales teams boost productivity
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost for the Essentials plan only. Salesforce offers a 30-day free trial on paid plans.
Our Expert Opinion
The Salesforce Sales Cloud, though expensive, is advanced with artificial intelligence (AI) tools, complex process automation, and nearly infinite integration options. We especially like the dual-messaging capabilities of sending updates in either Slack or Salesforce Chatter channels to keep all notifications synchronized and centralized. This product can support the needs of larger sales teams or small businesses interested in robust CRM features.
Salesforce has powerful features, extensive integrations, and advanced analytics tools. Our Salesforce review gives you all the details to determine if the Sales Cloud is a sensible solution for your business.
How We Evaluated the Best Slack CRM Integration
Frequently Asked Questions (FAQs)
Does Slack have a CRM?
Slack, unfortunately, does not offer a CRM, nor can you use Slack as a CRM. You can, however, integrate Slack with certain CRM products, like HubSpot, Pipedrive, Zoho CRM, and Copper CRM, to combine capabilities from both software solutions and receive CRM notifications from your Slack channels.
What is a Slack CRM?
A Slack CRM is a CRM software that offers direct integration with the Slack communication tool. Once connected, users can search and share CRM records in Slack and create and manage CRM tasks from Slack messages. The primary use case, however, is obtaining notifications in Slack for CRM sales activity, like deal status changes or new leads, and communicating with other sales team members.
Why should I use a Slack CRM?
Using a Slack CRM lets you better collaborate with team members and stay more informed on what’s happening in your sales operation. Since many users are actively on Slack, collaborating is much easier when you can directly share records and assign CRM tasks from the communication tool. The Slack notifications also help all team members stay current on lead, deal, and customer activity.
Bottom Line
The Slack CRM integration helps teams improve collaboration and information-sharing efforts. By integrating a CRM with Slack, users can manage tasks, find data records, and receive notifications from the CRM in the messaging channel. While we ranked HubSpot as the best overall Slack CRM for its free and easy integration, other providers could be a better fit depending on budget, primary Slack use case, and preferred feature set.
