Best CRM Software for Slack

Act! is a customer relationship management solution designed specifically for small and medium enterprises that thrive on building strong connections. It seamlessly integrates sales, marketing, and customer service into a single, user-friendly platform, allowing users to manage contacts, transactions, follow-ups, and email marketing campaigns all in one location. Each Act! Advantage subscription includes features such as email marketing tools, web form creation, online appointment scheduling, and interactive quotes and payments. Additionally, users benefit from complimentary personalized onboarding and support from a dedicated Account Manager. Available in both cloud and on-premises versions through Act! Premium Desktop, this CRM has gained the trust of over 800,000 users globally for more than 39 years and has recently been recognized as a finalist for the Best CRM for Small Business in the 2026 CRMmys awards.

ActiveCampaign's customer relationship management system integrates your marketing, sales, and service information, allowing for comprehensive tracking of every interaction in a centralized location. With visual pipelines, automated tasks, and AI-driven lead and deal evaluation, representatives can prioritize their efforts on the most valuable prospects. Additionally, tailored one-on-one emails and outreach strategies facilitate the nurturing of relationships, guiding them towards successful outcomes.

ClickUp transforms into an efficient CRM solution without the high costs associated with specialized platforms. Monitor leads, deals, and accounts using tailored fields, relationship attributes, and adaptable list views. Create sales pipelines effortlessly with drag-and-drop Board layouts, set up automated follow-up notifications, and document communications within task comments. Dashboards provide real-time visualizations of pipeline value, success rates, and team performance. Seamless email integration, form capture, and over 1,000 integrations ensure your CRM is linked to every interaction. Easily scale from a startup to a large enterprise with customizable statuses, automations, and AI-driven insights, all within the same platform your team utilizes for project management.

Forethought is the most advanced generative AI agent for customer support and your 24/7 AI team member. Trained on your unique data sets and upholding the highest security protocols, Forethought delivers natural conversations through AI and eliminates inefficiencies to improve response times, resolution rates, and customer satisfaction scores at every interaction. - Add an AI Agent that is a 24/7 team member, reducing workload so your team can focus on delivering exceptional support. - Only Forethought ingests historical and current ticket data for AI specific to your business needs to deliver a personalized experience. - We're not just about meeting privacy standards – we're setting them, to keep you and your data secure every step of the way.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors, resellers and the networks beyond. Most companies spend years perfecting their product or service, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem. Eurekos fixes that. We help you turn training from a cost into a growth engine. The ability to sell courses, accreditations and learning paths directly through the platform doesn’t just help retain business. It transforms customer education into a revenue stream. The same thinking runs through the entire platform – in how Saga AI adapts every learning journey to the individual, in how training portals can be customized to different customers and regions, and in how we work with you long after you go live. Eurekos Product Features:•Saga AI –Saga AI delivers contextual knowledge discovery, automated content creation and adaptive learning paths that adjust to each learner's behavior and progress. • Learning journeys and adaptive paths – Build any training path imaginable.• Built-in course authoring – 40+ customizable, interactive authoring tools built directly into the LMS. • Certification and accreditation – Create, manage and track complex certification programs with full automation..• Security and compliance – ISO/IEC 27001 & 27701 certified. • Unlimited branded portals – Deploy separate, fully branded learning environments for different cust. segments, partners or regions.• eCommerce • Mobile learning – Native mobile app for iOS and Android.• Global reach – 195+ languages with full localization support. Cloud and on-premise options.• Integrations and API – Open API & 40+ integrations

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

Sogolytics, an experience management platform, allows companies to collect, analyze and use employee and customer data to drive business growth. Sogolytics is used by organizations across all industries to track interactions at all touchpoints with customers and employees. The best-in-class reporting delivers real-time, actionable insights that help to prevent and mitigate potential problems. SogoCX improves every aspect of a company's customer experience. This means improved conversion rates, simplified data management, and understanding customers to increase return on investment. Organizations can use SogoCX to measure key metrics like NPS, CSAT and CES. SogoEX software is used by organizations to collect and use data to improve engagement and reduce turnover. This platform allows HR and leadership to drive organizational changes through real-time feedback collection and employee engagement.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

LiveAgent provides a complete help desk and live chat platform that simplifies customer interactions by integrating them into a hybrid ticketing system, ensuring easy management and accessibility. It combines a universal inbox, real-time live chat, a self-operating AI chatbot, a built-in call center, and a comprehensive customer self-service portal. Packed with features like sophisticated automation rules, tags, and more than 200 integrations, LiveAgent offers robust customer service software for companies of all sizes. Known for having the fastest chat widget on the market, LiveAgent has supported over 150 million end users worldwide, including notable companies like BMW, Yamaha, Huawei, and Oxford University. Join the growing number of satisfied LiveAgent users delivering exceptional customer service. Start your free 30-day trial today—no credit card required.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

With over 8 million users in more than 60 countries, our digital business cards enhance sales effectiveness, foster valuable connections, and minimize your carbon footprint. In the aftermath of COVID-19, traditional handshakes and paper business cards are becoming obsolete. Empower your team with touchless digital business cards that can be easily shared with potential clients and partners during in-person meetings or virtual calls on platforms like Zoom and Teams. Additionally, your employees can photograph any paper business cards they receive without making physical contact, thereby lowering health risks within your workforce. Transitioning to digital allows for instantaneous sharing, tracking of your cards, and leaving a memorable impression on those you engage with. Haystack serves as a smart marketing asset, directing traffic to your website, social media profiles, and other essential company links. You can personalize your company template to feature images, incorporate links to whitepapers, and showcase industry reports, ensuring that your brand stands out effectively. Embracing this innovative solution not only streamlines networking but also aligns with modern sustainability practices.

ClientDeck operates as a comprehensive "client operating system," seamlessly integrating a variety of disconnected tools by unifying project management, client portals, proposals, invoicing, payments, file sharing, time tracking, and AI-generated client reports within a single premium workspace. In contrast to many other solutions, it offers global functionality with support for multiple currencies and various payment gateways like Stripe, PayPal, and Razorpay, while imposing no transaction fees since users can link their own merchant accounts. Additionally, every plan includes custom-branded client portals and invoicing features, beginning with a free option and progressing to paid tiers starting at just $9 per month, all without imposing fees based on the number of users. This innovative approach ensures that businesses can effectively manage their client interactions and finances in a streamlined manner.

Upzelo's loyalty and reward initiatives are designed to propel your business forward. Transform every transaction into a festive occasion with a tailor-made program that's quick and simple to deploy — no programming expertise required! If you need help, our support and migration teams are on standby to assist you at every turn. This is the ultimate loyalty application you'll ever require. With points programs, VIP tiers, and referral bonuses, it builds trust and rewards your customers for their involvement.

Suppportbench is a business-to-business (B2B) customer support platform and unlike everyone else, is scalable and affordable with features you expect to pay 5x for. Supportbench is not your typical ticketing system with suite of disjointed products but was created to be one seamless solution handling all business-critical functions with a support team that other companies on this list envy 😉 We make business to business relationships simple and easy to manage so you can effortlessly grow yours. We are razor focused in helping teams that have to support other businesses (B2B) in helping to manage all of the complexities that arise when supporting these high volume environments. Supportbench provides enterprise-level tools that allow mid-sized businesses to help retain more customers, automate more, while saving costs. Features include customizable surveys including NPS and CSAT, seamless integrations to CRMs like Salesforce, real time analytics, built in scheduling tools, knowledge base, support ticketing system, agent and team scorecards, customer success health scoring, adaptive response times and much more. Our reviews SAY IT ALL ..🎤.

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

SalesTarget.ai — AI-Powered Sales Intelligence Operating System Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is a Sales OS built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core, the Intelligence Engine delivers prospecting power via 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers — including real-time intent signals that surface in-market buyers before your competitors do. Key capabilities: Cold Email Outreach — smart sending, warm-up sequences, spintax & unified inbox Power Dialer — auto-sequential dialing directly from the CRM LinkedIn Automation — connection requests, InMail & multichannel drip sequences Built-in Email Validation — reduce bounces & protect sender reputation Integrated CRM — pipeline, deals, call logs, tasks & team collaboration AI Co-pilot — find leads, build sequences & launch campaigns via simple chat commands Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

Qomon is the Supporter Activation Platform trusted by more than 1,500 organizations in 70 countries. We transform contact lists into clear outcomes: volunteers who show up, new donors who give, and campaigns that scale. Qomon is easy to use, privacy-first, and secure. We provide the infrastructure to help political and nonprofit organizations mobilize online and in the field. With Qomon, organizations stop losing momentum, achieve their missions and contribute to a future that reflects their vision. Our goal is simple: to power mission-driven orgs with modern infrastructure that activates their supporters so they can maximize their impact. Qomon is a certified B Corp, with headquarters in Paris & DC.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

1stContact.ai revolutionizes CRM for SMBs by bringing together sales, marketing, and customer support tools into one seamless, AI-powered ecosystem. Its built-in assistant Jenny acts as your voice-enabled business co-pilot, automating tasks, managing pipelines, and launching multi-channel campaigns effortlessly. The drag-and-drop pipeline interface lets teams visualize deals in real time, while AI-powered lead scoring prioritizes prospects most likely to convert. Users can build websites, forms, and sales funnels with ease, supported by robust marketing automation that nurtures leads 24/7. The system also integrates natively with tools like Zapier, Stripe, Shopify, and Salesforce, ensuring your data flows smoothly across every touchpoint. 1stContact.ai includes advanced features like reputation management, unified messaging, and course creation to help businesses expand their offerings. Flexible pricing plans—from a free starter package to a fully white-labeled enterprise solution—make it accessible to teams at every stage. By combining automation, analytics, and AI, 1stContact.ai turns complexity into clarity for growing businesses.