Best CRM Software for Zendesk

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.

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Coevera is an AI-driven CRM and sales process platform tailored for B2B sales teams ranging from 15 to 2,500 quota-bearing sellers. It caters to organizations with a structured sales methodology, where managers oversee the sales pipeline, and deals are closed through consultation rather than mere transactions. Previously known as Pipeliner CRM, the company has been developing sales software since 2011. The outcomes are impressive: implementation takes just four weeks, requires no full-time administrative staff, and onboarding a new user only takes two hours, all while significantly lowering overall ownership costs. Sales leaders can confidently stand behind their forecasts, sales operations can manage configurations independently, and sales representatives benefit from a clear pipeline with easily identifiable next steps. Key features include: • Voyager AI: offers predictive insights on deals and pipelines, along with a native multi-channel platform • Visual pipelines showcasing buying groups and relationship diagrams • Guided selling: your custom stages and criteria integrated seamlessly into daily workflows • Automatizer: a no-code workflow automation tool developed by your team • In-built reporting and forecasting capabilities, along with business intelligence export options Coevera offers three pricing tiers: $85, $115, and $150 per user per month.

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.

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.

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.

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.

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

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.

Transform your contact center operations with CallTools—an innovative cloud-based platform that unifies inbound and outbound dialing for maximum efficiency. Enhance agent productivity and foster stronger customer relationships with robust features like predictive dialing, call recording, and integrated multi-channel campaigns for email and SMS. Gain a holistic understanding of team performance through comprehensive analytics and real-time reporting tools. With flexible integrations, streamlined queue management, and customizable IVR options, CallTools simplifies workflows and delivers superior call outcomes. Optimize your connection rates using advanced data targeting and dynamic caller ID tools. Designed with an intuitive interface, CallTools empowers teams to handle even complex tasks with ease.

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.

Newired allows companies to help users find resources and answers to virtually any web application. It makes it easy for the user to learn and perform on-the-go. We will not forget that digital is first and foremost for people. -Newired makes technology more accessible by replacing any disconnected documentation, tutorial or training with contextual in place guidance and support. -Newired provides in-place support to users so they can learn by doing and understand complex content. It also supports them in ensuring process compliance in complex internal applications. -Newired can easily be installed on any web-based website or application without having to modify the code. It can also be modified to meet customer needs.

Botsplash, a B2B, multi-channel conversation platform, connects businesses with their customers through a single web-based platform. Botsplash helps companies increase efficiency, generate more quality leads, and achieve higher sales. Our platform is powered by Machine Learning/NLP modules that allow for automated responses, routing and escalations, as well as live chat or SMS text. It is the perfect combination of live chat and automated bots.

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. The Smart 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. The 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 HubSpot's premium software, or get started with its full suite of free tool.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

EngageBay, a simple, affordable and integrated marketing, sales, and service automation platform, comes with free CRM. It was created to help small businesses and startups grow. The marketing automation suite allows you to save time, nurture your audience, and automate repetitive, manual tasks. The free CRM and sales automation allow you to organize all your contacts, track deals, and build your sales pipeline. You can also build lasting customer relationships. Finally, you can provide real-time support to customers with the helpdesk and live chat features. In minutes, track, prioritize, and resolve customer support tickets.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

Lime Connect is the leading software for customer messaging and support automation in Germany. The heart of this solution is the Message Center - a central inbox for all messaging channels such as website chat, WhatsApp, Facebook Messenger and more. From here, all messages can be processed with professional features such as message templates, live translations and file sharing. Lime Connect has a powerful website messenger that companies can integrate into their website. The live chat tool lets your customers choose to either have a conversation at that moment or continue it at a later time - just like their favorite messaging apps. For complex inquiries or product demos, the software gives agents the ability to switch from a chat to a browser-based video call with one click, which also allows for screen sharing. That way, companies can personally guide website visitors throughout the entire buyer journey and strengthen the customer relationship. Self learning chatbots with GTP-4 integration, smart FAQ pages and dynamic contact forms can be integrated via the Lime Connect AI Automation Hub to automate your customer support. The software is developed and hosted in Germany, making Lime Connect a GDPR-compliant customer communication solution.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

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.