CRM Integrations

Best CRM and Customer Tools with Slack Integration (2026)

Tools that turn Slack into a customer-facing surface — shared channels, ticketing, deal alerts, and B2B support inboxes built for teams that already live in Slack.

Why Slack-native customer tooling has its own category

For B2B SaaS companies whose customers live in Slack — through Slack Connect shared channels — traditional helpdesks (Zendesk, Intercom) are the wrong shape. Customers don't open tickets in a portal; they post in a shared channel. The "CRM" that works in this world is one that runs inside Slack itself: requests get triaged in threads, status is visible in the channel, and analytics roll up across hundreds of customer channels.

This is a different problem than just "send Slack notifications when a Salesforce deal closes" (though those integrations exist too). The vendors below specialize in turning Slack from a chat app into a customer success and support platform.

What to prioritize

Native Slack thread management. Tickets live as threads, not in a separate UI. Customers never see a portal.
Shared-channel support at scale. When you have 200 Slack Connect channels, you need one inbox view that aggregates them all with SLA timers.
AI triage. Auto-categorize incoming requests, suggest replies, route to the right engineer.
CRM/data sync. Customer org data (plan, MRR, owner, region) should be one click away inside the Slack thread.
Reporting outside Slack. First-response time, resolution time, CSAT — Slack doesn't surface these natively, your tooling has to.

When this category is the right call

B2B SaaS with high-touch enterprise customers who request Slack Connect at the contract stage.
Developer-focused products where users expect synchronous, low-formality support.
Community-led companies running large Slack/Discord communities and treating them as a support surface.

If your customers prefer email or your support volume is low, a traditional helpdesk is still the right shape. The Slack-native tools below are purpose-built for the case where Slack is the support channel, not just one of several.

Below: Slack-native customer tools in our directory

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.

Apollo.io

Sales Engagement

B2B contact database of 240M+ people and 30M+ companies, with email sequences, a dialer, enrichment and AI agents for outbound sales teams.

ChurnZero

Customer Success

Customer 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.

Clay

Sales Engagement

Data enrichment and outbound workflow platform for GTM teams: tables pull from 200+ data providers, AI agents research accounts, and results sync to CRMs, sequencers and ad audiences.

Gainsight

Customer Success

Customer success platform for B2B and SaaS companies with health scores, renewal tracking, journey automation and AI agents. Sold in Essentials and Enterprise tiers on quote.

Gong

Sales Engagement

Revenue intelligence platform that records and analyses sales calls and emails, with modules for sales engagement, forecasting and enablement.

HighLevel

CRM, funnel builder, SMS and email marketing platform for marketing agencies, priced per agency account with unlimited users and contacts. Agencies can resell it under their own brand.

lemlist

Sales Engagement

Outbound tool for sales teams: a 650M+ lead database plus sequences across email, LinkedIn, calls, WhatsApp and SMS, with built-in email warm-up.

Outreach

Sales Engagement

Sales engagement platform for enterprise revenue teams: email and call sequences, conversation intelligence, deal management, forecasting and AI agents.

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.

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).

Streak

CRM that runs inside Gmail: pipelines, deal boxes, email tracking and mail merge sit in the inbox. For teams on Google Workspace; plans run $49 to $129 per user per month.

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.

Apptivo

Modular cloud business suite with Sales CRM, Help Desk, Field Service, Campaigns and other apps. Aimed at small and mid-sized businesses.

BoldDesk

Help 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.

Bonsai

Client and project management for service businesses: CRM, proposals, contracts, time tracking, invoicing and a client portal. Plans start at $9/user/mo billed annually.

Capacity

AI 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.

Cloze

Real Estate CRM

AI relationship CRM for real estate brokerages and agents. It logs email, calls and meetings to contacts automatically. Plans run $17 to $29 per user per month, billed annually.

Common Room

Sales Engagement

Buyer-intelligence and revenue platform for go-to-market teams. It merges CRM, product and engagement signals into person profiles, then scores prospects and runs email sequences.

Copper

CRM for Google Workspace users that works inside Gmail, with pipelines, project management and workflow automation. Sold on Basic, Professional and Business plans from $23 per seat a month.

Day.ai

AI platform for go-to-market teams that builds a context graph from email, calendar, meetings and Slack, and runs named AI agents for tasks such as pipeline analysis and meeting prep.

Deskpro

Help 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.

Ergo AI

Revenue operations tool that records calls and meetings, updates Salesforce or HubSpot records automatically, flags deal risk and drafts follow-ups. Y Combinator-backed.

FreeScout

Open-source help desk and shared inbox built on PHP and Laravel that you host yourself, with unlimited agents, tickets and mailboxes and 50+ paid or free modules.

Freshservice

IT service management platform from Freshworks covering incidents, changes, assets and a CMDB. Built for IT teams that follow ITIL practices.

Gleap

Support and feedback platform for software teams: in-app bug reports with session replay, live chat, a knowledge base and Kai AI agents. Built for SaaS and app teams.

HappyFox

Help 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.

Help Scout

Shared inbox and help desk that looks like email, with a knowledge base, live chat and the Compass AI agent. Built for support teams of 2 to 50 agents.

HelpDesk

Ticketing system from Text (formerly LiveChat) that merges email, live chat, Messenger and SMS into one inbox, with AI agents and reply suggestions. Built for small and mid-sized support teams.

Helply

AI-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.

HelpSpot

Help desk software from UserScape with one flat annual price per agent count, in US cloud, EU cloud or self-hosted form. Built for small and mid-sized support and IT teams.

Hiver

Customer service platform with a shared inbox, ticketing, AI agents and channels for email, chat, Slack, voice and WhatsApp. Sold as Hiver Omni or as Hiver in Gmail.

Jitbit Helpdesk

Jitbit 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.

Kayako

Kayako One is a help desk with unified inbox, ticketing, knowledge base and live chat, plus Kay, an AI agent billed at $1 per resolved ticket with no seat fees.

LiveChat

Customer Messaging

LiveChat is website chat software from Text, Inc. with agent routing, AI reply suggestions and chat summaries, an integration marketplace and four plans priced per agent.

NetHunt CRM

NetHunt CRM runs inside Gmail and Google Workspace, with lead and deal pipelines, email campaigns, WhatsApp and messenger channels, sales automation and an MCP server.

noCRM.io

noCRM (now Positive noCRM, from Positive Group) is a lead-management CRM built around next actions, with quick lead capture, a mobile app, quotes and invoices, and 3,000+ integrations on higher plans.

ProsperWorks (now Copper)

Copper is a CRM that runs inside Gmail and Google Workspace, with pipelines, task automation and contact enrichment. Built for small and mid-sized service businesses.

Pylon

Support platform for B2B companies that works in Slack, Microsoft Teams, email, Discord and chat, with AI agents that investigate and answer tickets.

Re:amaze

Help desk for e-commerce and online businesses that combines email, live chat, social, SMS, voice and video in one inbox, with an AI agent and Shopify integration.

Salesforce Service Cloud

Salesforce's customer service product, with case management, omnichannel support, knowledge management and Agentforce AI agents. Sold in five editions from $25 to $550 per user.

Salesforce Sales Cloud

Salesforce 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.

Salesmate

CRM with pipeline management, marketing automation, ticketing and AI agents in one platform. Serves 8,500+ businesses and lists 700+ integrations.

ServiceNow

Enterprise IT service management platform covering incident, change, problem and request management, with AI agents for triage. Sold to IT organisations through its sales team.

Sprinklr Service

Customer Messaging

Enterprise contact center platform covering 30+ voice, social and digital channels, with AI agents and analytics. Quote-based; aimed at large brands.

SupportBee

Shared-inbox help desk that turns email into tickets, with a knowledge base and customer portal. $17 per seat per month annually on Startup, $21 on Enterprise.

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.

Thena

AI 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

AI-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 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.

Wealthbox

CRM for financial advisors and wealth management firms, with households, pipelines, workflows and custodian integrations. Sold per user, with an AI note taker as an add-on.

Freshdesk

Help 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

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

Capsule CRM

Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.

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.