Best CRM Software for Zoom

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

ShareCRM is a comprehensive, AI-powered enterprise CRM solution built to seamlessly connect people, processes, and data. It manages the full customer lifecycle by integrating marketing automation, sales force automation, and service management in one unified platform. Businesses can engage customers across multiple channels, including websites, email, social media, and messaging apps. ShareCRM centralizes lead and customer data to create 360-degree profiles that help teams identify and prioritize high-value opportunities. Its sales tools support multi-stage pipelines, flexible pricing, quoting, and ERP integrations for order fulfillment. The platform also enhances service delivery by managing service requests, vendors, expenses, and on-site assessments. Collaboration features enable smooth communication, task tracking, and internal approvals across teams. With AI-driven insights and business intelligence reporting, organizations gain visibility into performance and ROI. Low-code customization allows companies to tailor workflows, interfaces, and permissions to their needs. ShareCRM empowers enterprises to scale operations while maintaining control and agility.

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.

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.

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.

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organizational structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

Popl serves as an effective tool for enhancing customer relationship management (CRM) by collecting comprehensive lead information at the point of interaction—quickly and digitally, while maintaining full context. By simply tapping or scanning, users can share a personalized profile and gather vital details such as contact information, time of interaction, representative attribution, and source. This information seamlessly integrates with your CRM systems (such as HubSpot or Salesforce), providing clear and real-time insights for both marketing and sales teams. With Popl, you can efficiently assign leads to specific workflows, monitor engagement levels, and initiate prompt follow-ups. It’s designed for teams looking to optimize contact acquisition, elevate data quality, and boost CRM-driven pipelines without hindering the productivity of field or event representatives.

WaitWell provides organizations with a modern way to coordinate walk-in traffic and scheduled services through a secure, cloud-based queuing and appointment platform. Customers can join virtual queues or book appointments via QR codes, SMS, web links, kiosks, or by chatting with Waillo, an AI agent native to WaitWell that answers questions, explains services, and routes customers into the correct line using natural language. Customers receive live status updates and AI-driven wait time forecasts that reduce uncertainty. WaitWell includes strong real-time reporting and operational dashboards. Waillo Insights builds on this foundation by enabling leaders to ask plain-language questions of their data to uncover service constraints, monitor performance trends, and refine staffing decisions. With real-time visibility, integrated payments, open APIs, and HIPAA and SOC 2 compliance, WaitWell supports scalable, efficient service delivery across locations.

SalesTarget.ai CRM consolidates your entire sales process into one smart platform. It allows you to oversee contacts, pipelines, deals, tasks, and follow-ups seamlessly, without the need for multiple tools. Every interaction — from calls recorded through the Power Dialer to emails sent and LinkedIn engagements — is automatically synchronized, removing the hassle of manual data entry and preventing data silos. Tailorable pipelines provide complete transparency from initial contact to final sale. The AI Co-pilot helps prioritize leads, predicts opportunities, and suggests immediate actions. Integrated dashboards and analytical tools ensure your team is aligned and track revenue achievements effectively. Whether you’re a budding startup or a large sales organization, SalesTarget.ai CRM adapts to your evolving needs — merging simplicity, automation, and intelligence to enhance your deal-closing efficiency.

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.

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.

HiHello offers a complimentary digital business card and contact management application designed to enhance your networking capabilities. With digital business cards, you can differentiate yourself from others, as they are not only eco-friendly but also cost-effective while ensuring you leave a memorable first impression. You can effortlessly share your virtual business card via a QR code, email, text, social media, and more, allowing anyone to receive your information even if they don’t have the app installed. The Self-Healing Address Book™ automatically keeps your contacts' details up to date, simplifying the management process. You can personalize your address book by adding notes and tags to each contact, and efficiently sort them into groups for better organization. While we understand that some people prefer traditional business cards, our app includes a human-verified business card scanner, enabling you to quickly convert physical cards into digital format and seamlessly integrate new contacts into your network. Embrace the convenience of modern networking with HiHello, where building connections is easier than ever.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

TigerLRM is a CRM with built-in Sales Enablement. We include tools for Content Management, Training & Coaching, and more, plus our mobile app.

Venntive is a complete CRM and Business OS that eliminates silos and tech stacks. The platform is seamless and allows customers to manage their entire customer lifecycle starting at the first touch. It can also be used to track the customer's progress throughout the customer's lifecycle. Venntive has everything you need in a marketing automation platform, a sales stack and customer success/engagement. It also includes operations. Although integration with third-party apps is not required, Zapier is a CRM Connector and has an API. No-code customization eliminates the need for ongoing expense and time to update or customize your Venntive instance. Venntive is also extremely cost-effective right from the beginning, so a reduction in costs does not necessarily mean a reduction of staff. Venntive is a smart, efficient B2B SaaS solution that allows you to start, scale and manage your business right away.

Track activities, deals and orders. Segment, manage and email your customers.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

monday work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

GreenRope CRM is an all-in-one CRM. It accelerates growth by increasing awareness and generating leads. With an intuitive and easy-to-use interface, you can leverage advanced automation, predictive analytics, AI, and artificial intelligence (AI). GreenRope's many features will help you connect with your clients and leads. All the tools you need for engaging your contacts, including email marketing, social media, advanced marketing automation, and more are at your fingertips. It's easier than ever to stay in touch with your contacts and be top of mind.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Consolidate a wide range of applications and services into a singular ecosystem tailored for your business operations by utilizing Bitrix24. With an array of tools such as an activity stream, group chat, calendars, workgroups, and various collaboration features, Bitrix24 enables efficient planning and timely execution of projects. It offers both online and on-premise solutions, complete with open source code access, making it highly versatile for teams of any size. The platform includes collaborative task management, time tracking, reminders, reporting tools, templates, task dependencies, and much more to enhance productivity. Recognized as the world’s most popular free CRM by user count, with over 12 million companies, it provides exceptional real-time support features that ensure customer satisfaction and loyalty. Additionally, users can effortlessly design stunning websites, landing pages, and online stores without any coding knowledge, and benefit from free domain names and hosting. For those who prefer more control, the self-hosted version of Bitrix24 is available, allowing businesses to operate directly on their servers. This flexibility makes Bitrix24 a comprehensive solution for modern business needs.

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.