Best CRM Software for Microsoft OneDrive
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Compare the Top CRM Software that integrates with Microsoft OneDrive as of November 2025
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This a list of CRM software that integrates with Microsoft OneDrive. Use the filters on the left to add additional filters for products that have integrations with Microsoft OneDrive. View the products that work with Microsoft OneDrive in the table below.
What is CRM Software for Microsoft OneDrive?
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 Microsoft OneDrive currently available using the table below. This list is updated regularly.
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1
Planfix
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
2
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.Starting Price: $25.00/month/user -
3
Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite.Starting Price: $65 -
4
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
5
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!Starting Price: $12 per month -
6
WinMan ERP
WinMan ERP Software
Customer Relationship Management (CRM) serves as the heart of your business. It helps you track and manage customer information by recording interactions, maintaining additional contact details, and organising opportunities. Plus, you can create tasks to stay on top of your opportunities seamlessly. -
7
SurveySparrow
SurveySparrow
Transform organizations into brands by refining experiences with SurveySparrow. The experience management platform helps create not only engaging surveys but assists in closing the feedback loop efficiently. Supporting 70+ languages and dedicated NPS and Customer experience modules help better understand customer loyalty. SurveySparrow enables business organizations to collect feedback via a chat-like interface, gain insights, and make data-driven decisions to improve products, services, and customer experience. Set up automation and manage feedback with the in-built Ticket management tool. Monitor and manage online reviews efficiently with the Reputation management module. Join the bandwagon of 100k+ customers in 149 countries to deliver delightful customer experiences.Starting Price: $19.00/month/5,000 responses -
8
LionO360 ERP
LionO360
LionO360 is a comprehensive SaaS based CRM/ERP solution that enables you to manage your entire business from one unified platform. This drives operational efficiency and enables business growth. Our next-gen platform empowers SMBs to transform their business process. There is no need to maintain multiple systems to run your business, and constantly deal with data reconciliation issues and manual workarounds. With the LionO360 platform, you get one single and unified CRM/ERP system to manage all your core business functions, which includes sales, customer relationships and pipeline/quota management to back-office inventory, purchases, warehouse, field service, logistics, financial management and e-commerce integrations. Our out-of-box solution is highly configurable and provides flexibility to start immediately, and then scale as the business expands.Starting Price: $19 per month -
9
Freshdesk
Freshworks
Freshdesk is a cloud-based customer service software that helps businesses provide exceptional customer service across every customer touchpoint. With Freshdesk, businesses can: - Manage customer conversations across multiple channels such as email, phone, chat, social media, etc., from a unified view - Improve agent productivity with smart workflow automation rules - Deliver seamless self-service experiences with AI-powered chatbots and branded help centers - Monitor key performance metrics with advanced analytics and custom reports Over 50,000+ customers including Hugo Boss, Toshiba, Cisco, The Atlantic, Chargebee, Grofers, and PhonePe trust Freshdesk to help them provide faster customer service with ease.Starting Price: $15.00/month/user -
10
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
11
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
12
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
13
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 -
14
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
15
Bitrix24
Bitrix24
Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.Starting Price: $ 49 per month -
16
Kintone
Kintone
Kintone is a customizable digital workplace platform that lets you manage your data, tasks, and communication in one central place. Over 25,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Kintone is provided by Cybozu Inc., a Tokyo-based public company founded in 1997. Use our no-code drag-and-drop interface to create your own custom database applications that track all the data you want. Whether it’s sales leads, customer quotes, or inventory management, you can organize it in Kintone and view it all from our centralized workplace platform. Maximize Kintone’s functionality with APIs or integrations with the third-party services you rely on for other parts of your business. Browse our library of 100+ integrations to find what you need. Trusted by the largest F500 companies, Kintone's no-code platform with granular governance empowers 'citizen developers' in SMBs and team leaders iStarting Price: $15.00 per user per month -
17
Ravetree
Ravetree
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.Starting Price: $29/user/month -
18
Smaply
Smaply
Smaply is the leading platform for journey management, empowering teams to design, manage, and scale customer journeys across organizations. Built for those who put customers at the heart of their operations, Smaply offers robust tools to visualize journey maps and personas, enabling clear alignment and shared understanding across departments. Getting started has never been easier – no more fear of the blank page! With Smaply AI you can create a journey map in minutes, while still being 100% in control every step of the way. With Smaply’s journey management functionality, you can create structured journey hierarchies, maintain consistency across touchpoints, and manage journeys as dynamic, living assets. The platform supports centralized governance while offering flexibility, making it ideal for scaling CX initiatives in complex organizations. One of Smaply’s key strengths is its rich ecosystem of integrations, such as Google Analytics, Microsoft 365, Jira any many more.Starting Price: €390.00/year -
19
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 -
20
BlueCamroo
BlueCamroo Inc.
BlueCamroo is a SaaS Business Management Platform that combines many essential business services in a single, easily adoptable and affordable business solution. Designed specifically for SMB’s, it offers them the scope and whole-business approach of a larger enterprise level system, yet delivered in a much more manageable manner. This fully integrated approach makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. Our unique User-Role subscription model allows each user to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. One application to manage the entire customer lifecycle.Starting Price: Free -
21
Caspio
Caspio
Caspio is the world's leading NO-CODE platform for building online database applications without coding. The all-in-one platform provides everything you need to digitally transform business operations and workflows. It includes an integrated cloud database, a visual application builder, enterprise-grade security, regulatory compliance, and scalable global infrastructure. See why Caspio is trusted by over 15,000 companies worldwide. Try it for FREE. As a pioneer in the cloud industry since early 2000, Caspio's database platform is an application development solution for organizations of all sizes and is able to support HIPAA. All Caspio plans are competitively priced and allow unlimited users.Starting Price: $90/month (Annual term) -
22
CentraHub CRM
CentraHub
#1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.Starting Price: $10 per user per month -
23
COZYROC SSIS+ Suite
COZYROC
COZYROC's SSIS+ suite includes 270+ data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services. 141 out-of-the box adapters for consuming web API data. Connectivity for popular CRM, ERP, Accounting, Financials, Legal, Analytics, Administration, Collaboration, Communication, Security, Education, Construction, Marketing, Transportation, Project Management, Productivity, e-Commerce and HR apps COZYROC REST Framework for data integration with any REST service. Sync and import / export data from any REST API service to SQL Server. Data Flow Task Plus for dynamic data flows at runtime. No need to manually open and modify the data flow Lift and Shift your SSIS packages ! Try COZYROC Cloud for free. The COZYROC.Cloud hosted service allows you to Lift & Shift legacy SSIS workloads to the cloud in a breeze at a very affordable price which includes a license for the COZYROC SSIS+ suite.Starting Price: $0 -
24
Apptivo
Apptivo
Discover how Apptivo CRM Software can help attract, engage, retain and delight more customers. No more juggling between various apps. Increase your productivity and boost your client relationship by managing your Customers, Finances, and Support right from your pocket. Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. A simple online CRM system to store contacts, reminders, files, and communication history. If your business grows and you need more apps, feel free to add them from the App Store at anytime. Manage your sales pipeline, stay on top of employee activities, and close more deals. Track your sales and easily convert them into invoices to get paid quickly! Our mission is to reserve no effort to help our clients and their businesses to thrive and be successful. Everything you need in one cloud solution: CRM, Project Management, Invoicing & more.Starting Price: $10.00 per user per month -
25
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
26
Attio
Attio
CRM is the most-used B2B technology on the planet. It’s also the most backwards — running on a software model that was built over 20 years ago and hasn’t changed since. The status quo of the CRM market is unacceptable. Millions of businesses across the world are stuck with software that is inflexible, hard to use, or extremely expensive and time consuming to customize. Attio’s mission is to reinvent CRM from the ground up for the next generation of business. We’re building a new platform, built on real-time customer data, that allows companies to build the exact CRM that they need — a platform that is extremely powerful but also intuitive and easy-to-use.Starting Price: $0 -
27
Bauwise
Bauwise
Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.Starting Price: $297 per month -
28
Gripp
Gripp
Friendly business software for consultancy office now. CRM Stay in contact! All relations in one clear overview. Insight into current affairs Improved customer service. Registration of every customer contact. Save time, gain insight, and streamline. Gripp is an all-in-one package that brings the overview back to your organization. Whether it concerns those perfect quotations at the touch of a button, the project administration with an overview of who is doing what, or the tight credit management: everything is possible with Gripp. Work wherever you want. Always and everywhere! Gripp is an all-in-one package that brings the overview back to your organization. Not just in the office, but everywhere! So take a quiet vacation, because you can always keep an eye on things! A great helpdesk! You will find a wealth of information on our support page. If you can't find the answer to your question there, just send us an email!Starting Price: $30 per user per month -
29
8am
8am Web
Get more done from 8am with our easy-to-use CRM, shared contacts, notes and files, calendars, events, tasks, reminders, and more, all at your fingertips! Calendar view with private and public calendars, single and recurring events, tasks and more. Dashboard view with recent contacts, latest notes and files, upcoming events and tasks. Each 8am calendar now has an iCal link that you can copy and use to sync it with your favorite calendar software like Google Calendar or Outlook. 8am now integrates with smartQ workflow management tool, display your smartQ tickets in 8am calendar view! Events and tasks can now be assigned custom icons. We started with eleven, but plan to expand. We improved the contacts import from CSV/Excel files significantly. It now supports all the different parts of the name, handles duplicates and even allows to undo an import! You can attach SpiderScribe mind maps from your brainstorming sessions and Firefly design screens from your graphic projects!Starting Price: $18 per month -
30
KONDESK
KONZE Enterprise Pty Ltd
KONDESK CRM is developed for immigration agents and education consultants specifically. It’s industry-specific workflow allows agents to assure no step of your process is ever missed out. Document management is also easier as it records all the documents of each lead uniformly making it easier to access. Your consultant won’t have to switch between multiple tools for their day to day tasks as it integrates with the leading communication channels like Gmail, Yahoo, with payment gateways like Cashfree and Stripe, with lead sources like Facebook Lead form and Sulekha and a lot more. Overall, it provides 15+ integrations to aid your tasks. You can assure great service to your customers with the follow-up reminders. Every-time a follow-up is due, your consultant gets notified, hence no more lost leads. To make sure your process has no loops, smartly use the Lead Management and Reports feature. Embrace the power of KONDESK CRM and unlock new levels of success.Starting Price: ₹1,199.00 / User/Month
