Best CRM Software for ConnectWise Automate

Compare the Top CRM Software that integrates with ConnectWise Automate as of June 2025

This a list of CRM software that integrates with ConnectWise Automate. Use the filters on the left to add additional filters for products that have integrations with ConnectWise Automate. View the products that work with ConnectWise Automate in the table below.

What is CRM Software for ConnectWise Automate?

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 ConnectWise Automate currently available using the table below. This list is updated regularly.

  • 1
    HaloCRM

    HaloCRM

    HaloCRM

    HaloCRM is omnichannel customer service software, designed for teams looking to drive greater efficiency when handling customer inquiries. HaloCRM offers an intuitive platform for customer-facing teams to manage conversations from any channel. The platform will ingest customer conversations from Twitter, Facebook, Facebook Messenger, email, SMS, chat, phone calls, and more, eliminating the possibility of missed inquiries, and improving customer satisfaction by opening more channels of communication. HaloCRM lets you provide support anywhere, keeping customers happy and connected through email, text, chat, voice, and more. With powerful out-of-the-box workflows and easy drag-and-drop configuration, HaloCRM can handle it all. HaloCRM will make it easier to prioritize and respond to customers with one unified support desk, complete with customer context built-in to facilitate better conversation tracking.
    Starting Price: £59 per user per month
  • 2
    Aritic Sales
    Not all contacts are same. We understand how some contacts can create a rather complex relationships. Aritic Sales provides a flexible and adept means to establish relationship with contacts of any type with anything else within the CRM itself. For instance, you can link a contact with another unrelated company because that company might help in speeding up the buying decision. With Aritic Sales CRM software, get a complete 360-degree view of the macro and micro levels to identify deals (open, won or lost), set milestones, track customer interactions, and know all about conversion probability. Capture new leads from all your channels automatically, oversee customer journeys, track real-time information, establish relationships, and manage them intelligently to keep hold of your sales pipeline. It’s all advanced sales CRM features you need for leakproof funnel management and an effective sales cycle.
  • 3
    SmartShare
    The flexible Collaboration Suite for efficient teams. SmartShare brings all crucial information about what's going on together in one single, centralized system. The famous Company Overview feature shows all possible information about a customer in one single screen: ongoing projects, deals, contracts, offerings, etc. SmartShare brings structure in the way people work and share information. Collaboration between colleagues and teams is drastically improved thanks to the centralization of information in the shared environment. Customers report a time gain of 1h per day per employee. An advanced integrated access rights management system allows to make sure that information is only accessible to persons with sufficient access rights. Access rights can be managed at multiple level: individual, team, binder, project, document, etc. Emails are managed in the shared environment, which brings a huge productivity gain and efficient collaboration.
  • 4
    TxContact

    TxContact

    Interlink Network Systems

    Gone are the days of switching between multiple applications. Chirp was conceptualized and developed to be an application that facilitates customer support executives to handle calls, web chat, email, and social media interactions from a single application. Easily subscribe to Chirp events and act on them using the Chirp JavaScript SDK. The SDK even facilitates actions like changing state or making a call on some web event. Most young customers prefer communicating over live chat since it’s faster. TxChat offers a powerful and flexible chat module that you can easily plug in into your websites. Engage with your website visitors in real-time and improve customer satisfaction through targeted offers thus increasing the sales conversion rate. Engage with potential customers through the click-to-chat option. Customer support executives get additional features like transfer, canned response, and send attachments which help in providing fast and reliable customer support.
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