Customer Relationship Management tools help MSPs track customer interactions and manage sales pipelines. They handle leads, store customer data, and log communication history. This category lists 27 products.
Look for tools offering specific features like lead scoring or sales analytics, as seen in Freshsales. Brevo's Sales Platform uses AI to help find and engage new leads. Consider if a platform supports Microsoft Cloud Provider (MCP) operations, like TekStack's Customer Relationship Management, which helps manage cloud services.
Connecting with your existing PSA is important. Work 365 stands out with its ConnectWise PSA integration, automating CSP operations for Microsoft Cloud Services. Many platforms here don't list direct PSA integrations, so plan on some manual data transfer or custom API work to sync with Autotask PSA or Halo PSA.
You'll find options like MailChimp, which focuses on managing customer data for personalized marketing. noCRM provides a public API for custom integrations. Salesforce's Sales Cloud helps manage leads and opportunities.
Products
27CRM and marketing system for MSPs with pre-loaded done-for-you campaigns that can be up and running within the hour.
Marketing automation on Microsoft Power Platform shares the CRM database and shows sellers buyer behaviors like page visits, emails and web forms.
A sales enablement CRM platform designed to provide structure, guidance, and insights for B2B sales teams.
Telephony-to-CRM integration for more than 300 CRM platforms that shows who is calling and their history before the call starts.
CRM, project delivery and reporting for MSPs, layered on Autotask, ConnectWise PSA, HaloPSA or Syncro with two-way sync.
Pipedrive's sales CRM automates follow-ups, tracks communications and offers customizable dashboards, with an open API.
HubSpot's sales software with AI tools for lead management, sales automation, deal scoring, forecasting and Gmail or Outlook extensions.
Zoho's lightweight CRM for small businesses, startups and sole traders that helps manage customer relationships and sales processes.
AI-powered CRM from ConneXio Cloud that combines a dialer, omni-channel tools, workforce management and real-time analytics in one platform.
CRM for tech companies that puts marketing automation, quoting, forecasting and call summaries inside Outlook, Teams and SharePoint.
Salesforce software for quoting, contracts, billing and revenue lifecycle management.
DarcyIQ – MCP Darcy is an AI-powered revenue acceleration platform specifically designed for B2B services companies and consulting firms. As an intelligent assistant, Darcy transforms the entire consu
Agentic business apps from Microsoft for CRM, CCaaS, and ERP, spanning sales, marketing, customer service, finance, supply chain, and operations.
Binox is a SaaS solution built by MSPs of data, insights, and integrations to help MSPs identify, engage, quote and close more deals all within one platform.
PSA software for IT service businesses and MSPs managing tickets, billing, assets and sales, with QuickBooks and Xero sync.
GlassHive addresses the sales and marketing needs of business by using intuitive tools, pre-built content, insightful data, and automation. It was created to be a platform that unites sales, marketing
Mindmatrix marketing and sales programme for MSPs with campaigns, content and sales enablement tools.
Zoho's CX suite unifies Zoho CRM for sales, Zoho Desk for support, Zoho Marketing Plus for multichannel campaigns, and Zia AI insights.
HubSpot's data management hub, formerly Operations Hub, for combining data across your tools, cleaning it and syncing it through 100+ integrations.
CRM module in the Halo platform for managing customer relationships alongside HaloPSA.
Manage and resolve customer inquiries across all channels in one place.
Automated logging of CRM activities, data to plan your meetings, and recommended reach outs.
Pulsar360's CRM Link module integrates communication systems with CRM platforms for enhanced productivity.
A sales force automation platform to help businesses manage leads, opportunities, and customer relationships.
- Zoho One Zoho
- CT Unite CallTower
- Purple Bento Fornix Sales & Marketing