Help desk and CRM is a win-win combination for any company. It not only lets your sales and support teams work in sync, but also keeps your customers happy and provides a uniform relationship experience for all your customers.
Our current CRM integration list includes Zoho CRM, Batchbook and Highrise. Is your favorite CRM missing from our integration list? Worry not, for we can fix that for you too.
TL;DR
Finding the right platform is more than just a software purchase; it is about discovering which CRM will transform your business by unifying your sales and support workflows. While many organizations default to Salesforce Sales Cloud, the modern market offers diverse solutions tailored to specific growth stages and technical needs. This guide reviews the top 12 CRM options, evaluating their ability to automate lead capture, provide pipeline visibility, and integrate seamlessly with your help desk to ensure a 360-degree view of your customer journey.
What Is A CRM Software?
CRM software is a tool that centralizes customer data, including contact details, interaction history, and deal tracking, into a unified platform. It allows businesses to capture leads, automate sales workflows, and gain pipeline visibility to build stronger relationships and improve overall revenue.
12 Best CRM Platforms In 2026
We are interested to know what CRMs you would like us to integrate with. We made your job even easier by giving you a list of options you can pick from. Go ahead and let us know which amongst these impressed you the most.
SugarCRM
A recognized name in the industry, SugarCRM helps thousands of companies in planning, tracking, and executing all their customer relationship management efforts. Built on an open source platform, Sugar is flexible to your needs.
Features :
- SugarBPM Process Automation
- SugarPredict AI Intelligence
- Omnichannel Customer Engagement
G2 Rating :
4.0/5
Salesforce
Salesforce.com is the market leader among cloud-based CRM providers. They serve a wide range of industries and business sizes. Because the system is Web-based, users can access this powerful solution anywhere with Internet access.
Features :
- Agentforce AI Agents
- AppExchange App Marketplace
- Advanced Flow Automation
G2 Rating :
4.4/5
Capsule
Online hosted CRM system for individuals, small businesses and sales teams wanting a simple, effective and affordable solution.
Features :
- Contact Enrichment Tools
- Visual Sales Pipelines
- Workflow Automation Tracks
G2 Rating :
4.7/5
Base CRM
Base CRM is an innovative online sales and contact management app that will help you grow your business, by streamlining your contacts and sales into a simple, mobile workflow.
Features :
- Native Power Dialer
- Email Intelligence Tracking
- Built-in Prospecting Repository
G2 Rating :
4.4/5
Insightly
Track customer transactions, interactions, leads, proposals, opportunities and projects from any device at any time. Insightly’s web application allows businesses to start using CRM with just an email address.
Features :
- Native Project Management
- Relationship Link Mapping
- Custom Object Modeling
G2 Rating :
4.2/5
Sage
Sage CRM offers a customer relationship management solution that gives you the ability to connect with and understand your customers.
Features :
- Integrated Accounting Sync
- Financial Trend Reporting
- Automated Invoice Billing
G2 Rating :
4.2/5
Goldmine
This robust system is known for its user-friendly interface and flexible features, perfect for customer service and marketing teams in any industry.
Features :
- Advanced Contact Management
- Automated Workflow Capabilities
- Customizable Dashboard Analytics
G2 Rating :
3.7/5
Infusionsoft
Built for small- and medium-sized sales and marketing teams, Infusionsoft offers tools for managing customer relationships from contact to conversion. They serve users in a variety of industries from health care to hospitality.
Features :
- Drag-and-Drop Campaign Builder
- Automated Lead Nurturing
- Integrated E-commerce Payments
G2 Rating :
3.9/5
Maximizer
Maximizer CRM Software provides CRM software solutions and contact management software for small and medium sized businesses.
Features :
- Wealth Management Compliance
- Pipeline Revenue Forecasting
- User-Defined Field Customization
G2 Rating :
4.0/5
Apptivo
Apptivo is a web-based online office suite and enterprise resource planning software consisting of apps-based business solutions. It provides a comprehensive CRM software for all your customer needs.
Features :
- Integrated Business Suite
- Customizable Mobile Layouts
- Two-way Calendar Sync
G2 Rating :
4.4/5
Nimble
Nimble is the only solution to offer small businesses the best features of high-end CRM systems combined with the power of social media.
Features :
- Social Relationship Management
- Automatic Contact Enrichment
- Smart Segmentation Tags
G2 Rating :
4.5/5
PipelineDeals
PipelineDeals offers powerful CRM features with nothing to slow you down. It helps you get organized and close more deals faster.
Features :
- Visual Pipeline Customization
- Sales Activity Reminders
- Advanced Forecast Reporting
G2 Rating :
4.4/5
If you do not see the CRM you are using, feel free to give us a heads up in the comments section or drop a mail and we would love to take that up as an option as well.
Transforming Insights into Action With HappyFox
Choosing the right CRM software is only the first step toward a more efficient organization. The real power lies in how well your sales data communicates with your support team. When your CRM and help desk work in separate silos, your team loses the context needed to provide truly personalized service.
HappyFox CRM integrations bridge this gap by bringing critical customer data like purchase history, deal status, and lead details directly into your support tickets. By pairing your preferred CRM with HappyFox, you eliminate the need to toggle between apps, reduce manual data entry, and empower your agents to resolve issues with a 360-degree view of every customer.
Ready to see how a unified sales and support workflow can grow your business? Schedule a custom demo today and discover the “win-win” of HappyFox CRM integrations.
FAQ
What is the most popular CRM software?
Salesforce remains the global leader with a dominant 22% market share, followed closely by HubSpot and Microsoft Dynamics 365. While Salesforce is the industry standard for enterprises, HubSpot has become the most popular choice for growing teams due to its extensive free tier and ease of use.
What is the best CRM for a small company?
The “best” choice is often HubSpot for its free-forever tools, or Pipedrive if your team focuses purely on visual sales pipelines. For small companies that want to unify sales and support, Zoho CRM and Freshsales offer the best balance of automation and affordability without enterprise complexity.
How do I choose the right CRM?
Identify your primary goal: is it lead capture, pipeline visibility, or customer retention? Choose a CRM that aligns with your team’s workflow and integrates seamlessly with your support tools, like HappyFox. Prioritize ease of use and mobile access to ensure high adoption rates across your sales and service teams.
