CRM Integrations

CRMs with Outlook Integration

CRMs with native Microsoft Outlook integration — two-way email sync, calendar sync, and Outlook add-ins for logging activity without leaving the inbox.

If your team lives in Outlook, the CRM you pick should too. The vendors below offer native Microsoft Outlook integration — two-way email sync, calendar sync, contact sync, and (in most cases) an Outlook add-in that lets reps log activity, view CRM context, and update records without leaving the inbox. Watch out for "Outlook integration" that's really just IMAP — true two-way sync via Microsoft Graph is the bar.

Act!

Contact manager and CRM for small businesses, with email marketing, quotes and scheduling built in. Sold as Act! Advantage in the cloud or Act! Premium Desktop on-premises.

Affinity

Relationship-intelligence CRM for private capital: it logs firm-wide email and calendar activity, scores relationship strength and enriches deals from sources such as PitchBook.

Less Annoying CRM

Contact manager and CRM for small businesses at one price of $15 per user per month, with contacts, pipelines, tasks, calendar sync, email logging and free phone support.

Planhat

Customer Success

Customer 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.

Salesloft

Sales Engagement

Sales engagement platform with cadences, a dialer, conversation intelligence, deal management and, since the Clari merger, Clari Forecast.

SmartSuite

No-code work platform where teams build CRM, project, IT and GRC apps from templates. Team plan from $15/seat/mo (annual, 3-seat minimum).

Twenty

Open-source CRM with custom objects, no-code workflows, AI agents and an MCP server. Runs on Twenty's cloud from $9/user/mo or self-hosted for free.

Vitally

Customer Success

Customer success platform for B2B teams with health scores, playbooks, shared docs, projects and AI meeting summaries. Used by 600+ B2B teams; prices are quote-based.

Buildout

Real Estate CRM

Commercial real estate software suite for brokerages: Rethink CRM, deal management, marketing and back-office tools on one platform. Rethink and Apto are now Buildout products.

Lone Wolf Relationships

Real Estate CRM

Lone Wolf Relationships is a real estate CRM with AI email drafting, automated follow-up workflows, Google and Outlook sync and optional two-way texting, from Lone Wolf Technologies.

Commence CRM

Cloud CRM for small and mid-size businesses, sold in three editions from contact management to workflow automation. Marketing, project management and customer service modules cost extra.

Dex

Personal CRM that merges contacts from email, calendar, LinkedIn, WhatsApp and other sources into one timeline, with keep-in-touch reminders. Built for individuals; an Enterprise tier adds team features.

Dynamics 365 Sales

Microsoft 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

CRM 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.

HoneyBook

Client management platform for independent service businesses, combining proposals, contracts, invoices, payments, scheduling and lead forms. Available in the US, Canada, UK and Australia.

Keap

Keap is a CRM and marketing automation platform for small businesses, with contacts, email and text campaigns, pipeline, quotes, invoices and an appointment scheduler.

Lime CRM

Lime CRM is a CRM from Lime Technologies in Sweden with industry setups for utilities, real estate, membership organisations, wholesale, machinery and construction.

Maximizer

Maximizer is a CRM for contact management, tasks and pipelines, with Core, Financial Services and Financial Services+ editions for wealth, insurance and financial teams. Works inside Outlook and on mobile.

Method CRM

Method CRM is a CRM built for QuickBooks Online and Desktop, with two-way sync, leads, estimates, invoicing, work orders and customer portals for small businesses.

monday service

monday service is a ticketing and service-management product on monday.com boards, with email and form intake, AI ticket triage, a customer portal and dashboards for support and IT teams.

Nimble

Nimble is a CRM for small teams with Microsoft 365 and Google Workspace integration, AI email creation, a contact prospecting tool and a single per-seat plan that includes 25,000 contacts.

OnePageCRM

OnePageCRM is a small-business CRM built around next actions: an Action Stream agenda, unlimited contacts on every plan, email sync, a mobile app and an MCP connection for AI assistants.

Pipedrive

Sales 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.

Pipeline CRM

Sales pipeline CRM for small and mid-size B2B teams, with custom pipelines, weighted forecasting, email sync and 64 integrations. Founded in 2006 as PipelineDeals.

Relate

Sales CRM for B2B companies, backed by Y Combinator, with deal pipelines, a shared inbox, LinkedIn integration and enrichment. Free personal and team plans.

Salesflare

CRM for B2B sales teams that fills contact and activity data from email, calendar and web signatures. Includes pipelines, email sequences and a lead finder.

Simply CRM

Danish CRM for small and mid-sized businesses with sales, projects, support tickets and invoicing in one product. Plans start at $15 per user per month.

SuiteCRM

Open-source CRM with no per-user license fee. Run it on your own server for free, or pay for managed hosting from £50 per month, setup and support.

Teamgate

Sales CRM with a pipeline view, built-in SmartDialer, email sync and forecasting for SMB sales teams. Free for 2 users; paid plans from $39.90 per user per month.

Vtiger CRM

CRM with sales, marketing and help desk modules and an open-source core, sold as cloud plans. For small and mid-size businesses that want one customer record across teams.

Zoho CRM

Cloud 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.

Folk CRM

Contact-based CRM with a free two-week trial, LinkedIn and email capture, AI assistants and lead scoring. Used for sales, partnerships, recruiting and fundraising.

Attio

CRM that logs email, calendar and call data automatically and adds AI agents, workflows and reporting. Built for startups and revenue teams.

Monday CRM

monday CRM is a board-based CRM from monday.com with pipelines, a communications hub, quotes and invoices, automations and AI agents for lead sourcing, outreach calls and meeting prep.

HubSpot CRM

HubSpot 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.