CRMs that integrate with Microsoft Teams
CRMs with native Microsoft Teams integration — channel-based deal alerts, embedded customer context in Teams chats, and unified inbox views for B2B teams that already live in Microsoft 365.
Why Teams-native CRM integration matters
For organizations that standardize on Microsoft 365, Teams is where the work actually happens — pipeline reviews, deal-room threads, internal handoffs between AE, SE, and CSM. A CRM whose Teams integration is just "send a webhook when a deal closes" misses the point. The vendors below treat Teams as a primary surface: customer context renders inline, deal alerts roll up into channels, support tickets can be triaged from a Teams thread, and approvals can run as Adaptive Cards without leaving the chat.
This is a different problem than just sending notifications — Slack-native tools (Pylon, Thena) can do that for Slack. Microsoft Teams integrations live in the Microsoft 365 ecosystem and have to play with Outlook, SharePoint, and Power Automate alongside Teams chat itself.
What to prioritize
- Native channel installation, not just a webhook. A real Teams integration installs as a Teams app, supports adaptive cards, and authenticates against your tenant — not a generic outgoing webhook.
- Embedded customer context. When a CSM @mentions a customer name in Teams, the CRM should render the company card inline (plan, owner, MRR, open tickets) without a context switch.
- Bi-directional ticketing for support teams. Internal questions raised in a Teams channel should be triagable into the CRM's ticket queue (and resolutions should post back).
- Microsoft 365 awareness. Teams + Outlook + SharePoint share an identity layer; the CRM should respect that, not duplicate the auth flow three times.
- Power Platform fit. Teams integration is more useful when it composes with Power Automate, Power BI, and Microsoft 365 Copilot — that's the whole reason an org standardized on Microsoft in the first place.
When this category is the right call
- Microsoft-shop B2B SaaS with Teams as the internal collaboration layer and customers running on Microsoft 365.
- Enterprise IT and ITSM workflows where the help desk has to take incoming requests from Teams channels (incident triage, IT service requests).
- Hybrid customer support for B2B customers who reach support through Teams Connect or shared external channels.
When it isn't
If your customers (and your team) live in Slack, the Slack-native tools in our Slack integrations directory are a better fit. If you're not standardized on Microsoft 365 at all, the Teams integration is rarely a deciding factor — almost every modern CRM has at least a passable Teams app, and the depth differences only matter inside an all-Microsoft shop.
Below: CRMs with Microsoft Teams integration in our directory
Affinity
CRMRelationship-intelligence CRM for private capital: it logs firm-wide email and calendar activity, scores relationship strength and enriches deals from sources such as PitchBook.
ChurnZero
Customer SuccessCustomer success platform for SaaS and subscription businesses with health scores, automated plays, in-app messages, surveys, renewal forecasting and AI agents. Prices are quote-based.
Gong
Sales EngagementRevenue intelligence platform that records and analyses sales calls and emails, with modules for sales engagement, forecasting and enablement.
Outreach
Sales EngagementSales engagement platform for enterprise revenue teams: email and call sequences, conversation intelligence, deal management, forecasting and AI agents.
Planhat
Customer SuccessCustomer platform for B2B companies that combines a customer success platform, a sales CRM and professional services automation on one data model. Prices are quote-based.
SmartSuite
CRMNo-code work platform where teams build CRM, project, IT and GRC apps from templates. Team plan from $15/seat/mo (annual, 3-seat minimum).
BoldDesk
Help DeskHelp desk with AI agents and ticketing across email, live chat, WhatsApp, SMS, voice, Teams, Slack, Facebook and Instagram. Sold as one plan to support teams of any size.
Capacity
Help DeskAI support automation platform for mid-market and enterprise contact centers. Virtual agents handle voice, chat, SMS and email, with 270+ integrations to systems of record.
Deskpro
Help DeskHelp desk for customer support, IT and HR teams, with email, chat, voice, SMS, WhatsApp and social channels. Deskpro Cloud is hosted, and Deskpro Private runs on your own servers.
Dynamics 365 Sales
CRMMicrosoft sales CRM that works with Outlook, Teams and Power Platform. Copilot and prebuilt AI agents handle lead qualification, opportunity research and deal summaries.
eWay-CRM
CRMCRM that runs inside Microsoft Outlook, with contacts, sales and project modules, a free plan and AI email features. Also available in Microsoft Teams, web and mobile.
Freshsales
CRMSales CRM from Freshworks with lead scoring, deal pipelines, built-in phone and email, and the Freddy AI assistant. Built for startups and mid-sized sales teams.
Freshservice
ITSMIT service management platform from Freshworks covering incidents, changes, assets and a CMDB. Built for IT teams that follow ITIL practices.
HappyFox
Help DeskHelp desk, IT service desk and CRM products from one vendor, with AI agents for ticket resolution. Built for support and IT teams, including education, ecommerce, healthcare and real estate.
Helply
Help DeskAI-native help desk with a shared inbox and AI agents that investigate and resolve tickets. Charges for AI work in credits, with unlimited users on every plan.
Jitbit Helpdesk
Help DeskJitbit Helpdesk is a ticketing system that turns email, web, chat and WhatsApp requests into tickets. Sold as SaaS in plans by agent count, or self-hosted.
Pipedrive
CRMSales CRM built around a Kanban-style pipeline, with workflow automation, email and calendar sync, and a marketplace of 500+ integrations. Aimed at small sales teams.
Pylon
Help DeskSupport platform for B2B companies that works in Slack, Microsoft Teams, email, Discord and chat, with AI agents that investigate and answer tickets.
Salesforce Sales Cloud
CRMSalesforce Sales Cloud is a CRM for lead, opportunity and forecast management, with Agentforce AI sales agents. Editions range from a free suite to $550 per user per month.
ServiceNow
ITSMEnterprise IT service management platform covering incident, change, problem and request management, with AI agents for triage. Sold to IT organisations through its sales team.
Thena
Help DeskAI support platform for B2B teams that turns Slack, email, MS Teams, web chat and Discord conversations into tickets. Built for SaaS companies that support customers in shared channels.
Unthread
Help DeskAI-native help desk that turns Slack and Microsoft Teams messages into tickets. For IT, HR, support and RevOps teams that take requests in chat.
Wavity
Help DeskHelp desk, ITSM, work management and CRM platform with AI agents and a no-code builder. For IT and operations teams that want one service platform.
Zoho CRM
CRMCloud sales CRM with lead and deal tracking, multiple pipelines, workflow automation and Zia AI. Free for up to 3 users; paid plans from $14 per user a month.
Freshdesk
Help DeskHelp desk from Freshworks that turns email, WhatsApp, social and chat messages into tickets, with AI agents and a knowledge base. Built for support teams of 5 to several hundred agents.
Attio
CRMCRM that logs email, calendar and call data automatically and adds AI agents, workflows and reporting. Built for startups and revenue teams.
HubSpot CRM
CRMHubSpot is a CRM platform with Sales, Marketing, Service, Content and Data hubs on one contact database. It fits SMB and mid-market teams that want a free CRM to start and paid hubs later.