Best CRM Software for Bold BI
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Compare the Top CRM Software that integrates with Bold BI as of May 2026
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This a list of CRM software that integrates with Bold BI. Use the filters on the left to add additional filters for products that have integrations with Bold BI. View the products that work with Bold BI in the table below.
What is CRM Software for Bold BI?
CRM software is a type of software that businesses use to manage and analyze customer interactions and data. It helps businesses improve customer service by tracking customer information, analyzing trends, and providing customized communications for customers. CRM software also helps organizations to manage sales leads, track contacts, and automate certain customer-facing activities. Many CRM solutions offer automated workflows that streamline processes such as marketing campaigns and customer onboarding. Compare and read user reviews of the best CRM software for Bold BI currently available using the table below. This list is updated regularly.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
Zendesk
Zendesk
Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.Starting Price: $25/agent/month -
3
ActiveCampaign
ActiveCampaign
ActiveCampaign’s CRM connects your marketing, sales, and service data so every interaction is tracked in one place. Visual pipelines, automated tasks, and AI-powered lead and deal scoring help reps focus on the highest‑value opportunities, while personalized 1:1 email and outreach keep relationships moving toward a win.Starting Price: $15 per month -
4
LiveAgent
Quality Unit
LiveAgent is a comprehensive help desk and live chat software that streamlines all your customer interactions into an integrated, hybrid ticketing system where everything is easily accessible and manageable. LiveAgent harnesses the power of an universal inbox, real-time live chat and an autonomous AI chatbot, built-in call center, and robust customer self-service portal. A multitude of features, including advanced automation rules, tags, and 200+ integrations, creates powerful customer service software for businesses of all sizes. LiveAgent also boasts the fastest chat widget on the market. LiveAgent has served over 150 million end users worldwide, including companies like BMW, Yamaha, Huawei, and Oxford University. Join hundreds of satisfied LiveAgent clients in providing world-class customer service. Start your 30-day free trial, no credit card required.Starting Price: $15.00/month/user -
5
Freshdesk
Freshworks
Freshdesk (a product of Freshworks Inc.) is a modern, AI-powered customer service solution with enterprise capability without the enterprise complexity. Freshdesk unifies channels, conversations, AI capabilities, customer insights, and advanced ticketing into one place in the Freshdesk Command Center so agents are ready to resolve complaints. With Freddy, People-first AI, customer service teams can take AI agents live in minutes to fully resolve complex and simple queries, get response and resolution assistance from AI copilot, and stay ahead with AI insights. Freshdesk also comes packed with advanced workflows, automations, and self service so you can easily set up and scale customer service on any channel–whether you’re a support team of 10 or 500. Freshdesk is quick to set up, easy to use, and designed for rapid impact—it delivers 225% ROI, 95% omnichannel first contact resolution rate, and up to 80% resolutions with AI agents.Starting Price: $29/month/user -
6
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
7
Mailchimp
Intuit Mailchimp
Mailchimp is a marketing automation platform boasting 11 million users worldwide to personalize every email and SMS for every customer using AI-powered insights and content creation tools. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses connect with their customers, foster repeat business, and build lasting brand loyalty while fitting into their existing workflows. Businesses including TEDTalks, Shutterstock, Boston Market, Nikon India use Mailchimp to drive revenue through emails. Founded in 2001 and based in Atlanta with offices in Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. In 2021 Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp. Since then, the company has released 100+ new features to help its customers. Mailchimp Transactional adds API-first email and SMS delivery with 99.99% uptime and sub-second speed.Starting Price: $9.99 per month -
8
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
9
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
10
SurveyMonkey
SurveyMonkey
A global leader in survey software. 20 million questions answered daily. Keep a competitive edge by truly understanding the voice of your customers. Customer satisfaction surveys help you connect at multiple touchpoints to find out exactly what your customers want, need, and expect. Learn what’s working and what’s not directly from your employees. Measure employee satisfaction, conduct 360 reviews, or even send out compliance quizzes. Whether you’re in HR or a team lead, employee surveys help you get the answers you need. Tap into what the world is thinking—whenever you want. Market research surveys make it easy to get opinions from potential and existing customers, test concepts, measure brand awareness, and more. Join the 98% of the Fortune 500 who rely on SurveyMonkey for People Powered Data.Starting Price: $25 per user per month -
11
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
12
Twilio
Twilio
Design and deploy your ideal customer engagement experience. Twilio is a single fully-programmable platform with flexible APIs for any channel and over 400+ integrations, backed by a community of over 9 million developers. Build accurate and personalized experiences for your customers, easily and at scale, using SMS and WhatsApp messaging, voice, video, email, and more. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Sign up and start building today.Starting Price: $0.0085 per min -
13
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
14
Copper
Copper
Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.Starting Price: $9 per user per month -
15
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
16
GoSquared
GoSquared
Consolidate multiple growth tools in one powerful, integrated platform. Manage everything in one place. Hundreds of features to drive more trial signups, engage users, and delight customers. We price GoSquared fairly, so you can spend more of your budget on growing, and less on tooling. Hands-on support from our dedicated team. From initial setup to scaling growth processes, we're here to help. Fully GDPR compliant. We've designed GoSquared to look after the privacy of your contacts from day one. Our users are at the heart of our Product Roadmap. We ship multiple updates every week based directly on user feedback. GoSquared makes elegant tools to help you grow your subscription business. We believe you shouldn't need twenty different tools to understand and engage with your customers, and that one tightly integrated, thoughtfully designed platform is fundamentally better for everyone.Starting Price: $29 per month -
17
Zendesk Sunshine
Zendesk
Introducing Zendesk Sunshine, the open and flexible CRM platform. Sunshine is built on AWS and lets you seamlessly connect and understand all your customer data—wherever it lives. It’s fast, powerful, and gives you the freedom to build whatever you want. When it comes to the customer experience, most companies are stuck in the dark. They still use legacy CRM platforms that are hard to change and only offer a one‑dimensional view of customers. Zendesk Sunshine represents a whole new approach. Sunshine is a modern CRM platform, built on AWS. It gives you a complete picture of the customer, using any data — from anywhere. It gives you the agility to innovate and the power to scale. Above all, it gives you the freedom to build the best customer experiences. Put people—not legacy CRM—at the center of your business. Sunshine gives you the flexibility to identify, understand, and segment your customers for more personalized experiences. -
18
Nicereply
Nicereply
Online customer satisfaction survey software, including CSAT, Net Promoter Score ® (NPS) & Customer Effort Score ™ (CES 2.0). Nicereply helps hundreds of teams at companies like Microsoft, Lenovo, Hubspot and Buffer to measure and improve the quality of their customer service. - Measure Customer Satisfaction (CSAT), Net Promoter Score (NPS) and Customer Effort Score (CES) per agent, team or company-wide - Increase your survey response rates by 200% - See your data in your CRM and set triggers based on it - Get 3x more feedback without sending more emails - Customize both the look and content of your surveys - Set goals, track KPIs, generate reports and more...Starting Price: $39.00/month
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