Best CRM Software for Strategy Overview
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Compare the Top CRM Software that integrates with Strategy Overview as of April 2026
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This a list of CRM software that integrates with Strategy Overview. Use the filters on the left to add additional filters for products that have integrations with Strategy Overview. View the products that work with Strategy Overview in the table below.
What is CRM Software for Strategy Overview?
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 Strategy Overview currently available using the table below. This list is updated regularly.
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1
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 -
2
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 -
3
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 -
4
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
5
Calendly
Calendly
Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.Starting Price: $10 per user per month -
6
LiveChat
LiveChat Software
LiveChat is a customer service platform designed to help businesses connect with website visitors and increase sales. It centralizes your customer communication by bringing website chat, WhatsApp, and Meta Suite into one streamlined dashboard. Manage more conversations in less time with built-in AI features. Use the AI Copilot to get instant chat summaries, improve your phrasing, and receive smart response suggestions. Features like "Sneak Peek" let you see what customers are typing before they send the message, allowing your team to respond faster and more accurately. Designed for easy implementation, LiveChat offers a 5-minute setup and integrates seamlessly with over 200 popular tools, including Shopify, WordPress, HubSpot, BigCommerce, WooCommerce, Squarespace, and more. Whether you are automating lead capture or providing real-time support, LiveChat gives your growing team the professional tools needed to increase conversion rates and improve customer satisfaction.Starting Price: $16.00 per agent per month -
7
Simplesat
Pronto Holdings
Simplesat is the fun and easy way to collect CSAT (Customer Satisfaction), CES (Customer Effort Score), and NPS (Net Promoter Score) feedback. Collect customer satisfaction directly through ConnectWise, Zendesk, Autotask, Salesforce, Intercom, Freshdesk, HubSpot, or any other helpdesk. You can also add and send the customer survey on your email signature, or send it directly from Simplesat. All your feedback ends up in one place - making it easy to analyze and take action!Starting Price: $99/month -
8
SmileBack
SmileBack
SmileBack® is the only customer feedback system designed specifically for MSPs, and focused exclusively on customer satisfaction. Receive instant feedback so you can save time, optimize your service and improve your client experience. Understand how your customers feel about your service with a customer feedback system built on Customer Satisfaction (CSAT) and Net Promoter Score (NPS). With quantitative and qualitative customer insights, you can start using data to improve the efficiency of your operations, retain more customers and expand the reach of your business. Collect and analyze survey responses to improve your quality of service and operational efficiency. Address service gaps and replicate airtight processes by identifying pain points and customer wins, fast. Integrate seamlessly with your existing system and automate repetitive tasks. We make it easy for SmileBack® to become a part of your daily workflows so there’s fewer barriers to success.Starting Price: $58 per month -
9
Kaseya BMS
Kaseya
Kaseya BMS is a next-generation Professional Services Automation (PSA) software designed to boost productivity by simplifying IT service delivery and business operations. It provides a single console to manage ticketing, project and task management, billing, quoting, and remote support. With AI-powered tools for faster ticket resolution and integrated documentation, Kaseya BMS helps IT teams streamline workflows, improve collaboration, and deliver exceptional customer service efficiently. -
10
Accelo
Accelo
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease.Starting Price: $24 / User / Product / Month
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