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 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
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
*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.
HubSpot Slack integration task notification (Source: HubSpot)
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
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
*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.
Pipedrive getting Slack notification on a won deal (Source: Pipedrive)
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
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
*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.
monday CRM creating Slack automations (Source: monday.com)
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
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
*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.
Zoho CRM record and report sharing in Slack (Source: Zoho)
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
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
*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.
Copper CRM setting up Slack notifications (Source: Copper)
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
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
*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.
A ClickUp task notification in Slack (Source: ClickUp)
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
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
*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.
Salesforce Chatter Slack message sync (Source: Salesforce)
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
To determine the best Slack CRM integration, we primarily evaluated the capabilities associated with the integration. Being able to create CRM tasks, get update notifications on sales activity, and search and share CRM records all from Slack helps you stay better informed and easily collaborate with team members. We also wanted each provider to stand out in product attributes, such as general CRM features, price, and customer service availability. The tabs below offer insight into our evaluation process of the best Slack CRM:
Since most CRMs already integrate with Slack, we first evaluated general CRM features that are must-haves, regardless of the primary use case. A mobile application, a high degree of system customization, and solid reporting tools are all crucial to any business. We also wanted to see each CRM offer a broad range of integration options beyond just Slack.
Pricing looked at overall product affordability in terms of offering a free plan and cost-friendly paid plans. We also looked at whether the provider offered numerous flexible billing options, such as monthly or annual payment plans. Finally, we looked specifically at the cost of getting access to the Slack integration.
Customer support can help prevent bad user experiences while using any of these CRM systems. This was evaluated in terms of hours of availability, and all the channel options users could access for service through phone, email, live chat, chatbot, or through a self-service knowledge base and community forum.
We evaluated niche features specifically for the Slack CRM integration. CRM notifications, task management, record searching, and CRM data sharing in a Slack channel are all useful features for this integration to improve time management and collaboration. We also examined whether teams can mass broadcast sales activity in the CRM to a large sales team audience in Slack.
In addition to first-hand experience with these Slack CRM systems, we evaluated what actual users say about each product based on real online reviews. This lets us evaluate attributes like product ease of use, how users like the features, and the perceived value companies feel they obtained by investing in each CRM.
Frequently Asked Questions (FAQs)
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.
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.
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.
