Connect your CRM to other systems

Integrating your CRM with your other software brings a world of benefits.

Whether you use a powerful platform like Salesforce or a more user-friendly tool like Simplicate, connecting your CRM ensures that customer data is stored centrally and seamlessly shared across systems. That means more efficiency, better workflows, and happier customers.

What is CRM?

For those who need a quick refresher: CRM stands for Customer Relationship Management. Your CRM system keeps track of all your (potential) customer relationships — from first contact to loyal partnerships. Popular CRM tools include Salesforce, HubSpot, Zoho CRM, and Simplicate.

The benefits of a CRM system

A good CRM saves you time and money. It brings structure to all customer-related processes by storing everything in one place — from meeting notes to signed quotes.

With a CRM, you can:

👉 Get real-time insight into your sales pipeline and forecasting

👉 Save time (and therefore costs) through automation

👉 Maintain a clear overview of every relationship

In short: a CRM is a must-have in any modern software stack.

Integrate your CRM and work smarter

By connecting your CRM to other business systems — accounting, communication tools, marketing platforms — you make sure that the right data is always available, exactly when and where you need it.

For example: when you connect WhatsApp Business to your CRM, every time a customer messages you, their customer card opens automatically — showing past chats, notes, invoices, or special details. The new chat is also saved directly to their record.

That means less searching, less switching between systems, and more time for meaningful customer interactions.

Our favorite CRM integrations

Here’s an overview of our top CRM systems, with their features, pros and cons, and most common integrations — to help you pick the one that fits your organization best.

Salesforce – The Customer Success Platform

What it does

Salesforce is a cloud-based CRM platform designed to help companies manage customer relationships with advanced tools for sales, marketing, and service. It’s one of the leading SaaS platforms globally, offering flexible cloud solutions for automating customer interactions, managing data, and streamlining operations.

Why customers love it

Salesforce helps you optimize every customer touchpoint — from marketing to support — on one scalable cloud platform.

Pros

✔️ Wide range of features for sales, marketing & service

✔️ Cloud-based, accessible anywhere

✔️ Flexible and scalable for any business size

Cons

👉 Can be expensive for smaller businesses

👉 Complex implementation, often requires expert setup

👉 So many options it can feel overwhelming

Simplicate – Work Smarter, Not Harder

What it does

Simplicate combines CRM and project management in one clean, intuitive interface. It helps manage sales, projects, time tracking, and invoicing — perfect for service-based businesses that want a seamless workflow from first contact to billing.

Why customers love it

Efficiency is everything. Simplicate lets you control your business processes in one place — no coding, no clutter.

Pros

✔️ Extremely user-friendly

✔️ Ideal for end-to-end workflow management

✔️ Integrated project management and billing

Cons

👉 Less suitable for very large or complex organizations

👉 Limited customization options

HubSpot – Grow Better

What it does

HubSpot is an all-in-one cloud-based CRM for sales, marketing, and customer service. Its unified tools help you generate leads, automate campaigns, and centralize all customer communications.

Why customers love it

HubSpot brings together marketing, sales, and support in a single system, making it easier than ever to grow your business sustainably.

Pros

✔️ One integrated platform for everything

✔️ Easy to use and implement

✔️ Great for small to mid-sized teams

Cons

👉 Free plan is limited

👉 Costs rise with added features

👉 Not ideal for large enterprise setups

Pipedrive – Sell More, Smarter

What it does

Pipedrive focuses on one thing: sales. It’s a cloud-based lead and pipeline management tool that helps teams organize deals, automate admin, and forecast more accurately.

Why customers love it

Pipedrive’s intuitive interface and automation features make closing deals faster and easier.

Pros

✔️ Built specifically for sales teams

✔️ Automates repetitive tasks

✔️ Improves forecasting with real-time data

Cons

👉 Limited marketing or service tools

👉 Advanced features locked behind higher plans

Monday.com – Built for a New Way of Working

What it does

Monday.com is a cloud based Work OS that doubles as a CRM. It’s highly flexible, enabling teams to design workflows with no-code tools that integrate easily with other cloud services.

Why customers love it

Customizable, visual, and collaborative — Monday.com adapts to your team’s style of working.

Pros

✔️ No technical knowledge required

✔️ Integrates seamlessly with hundreds of tools

✔️ Ideal for collaborative project-based work

Cons

👉 Not a full-featured CRM out of the box

👉 Advanced functions require higher tiers

Aurea – Fast, Flexible, Effective

What it does

Aurea CRM helps businesses manage every lead, opportunity, and interaction — designed for flexibility and speed. It supports cloud based deployments and integrates smoothly with ERP, marketing, and service systems.

Why customers love it

Aurea adapts to your business — not the other way around.

Pros

✔️ Flexible and customizable

✔️ Strong integrations

✔️ Quick implementation

Cons

👉 Complex setup for advanced use cases

👉 Higher cost for customizations

Archie CRM – Create Customers for Life

What it does

Archie CRM is a versatile SaaS solution that supports sales, marketing, and service across multiple industries — from SMEs to government organizations. It integrates easily with accounting, email, and marketing tools for full process automation.

Why customers love it

It’s simple, effective, and helps you focus on what matters: building long-term relationships.

Pros

✔️ Easy to use and widely applicable

✔️ Integrates with many other tools

✔️ Prioritizes customer satisfaction

Cons

👉 Fewer options for advanced marketing automation

👉 Not ideal for large international enterprises

Tribe CRM – The Smart and Simple Way to Grow

What it does

Tribe is a plug-and-play CRM that grows with your business. It’s designed for flexibility, offering API integrations and a no-code interface for easy customization.

Why customers love it

It gives you a 360° view of every customer — without complexity.

Pros

✔️ Easy to tailor without coding

✔️ Simple interface for any team

✔️ Powerful API connections

Cons

👉 Limited analytics and advanced functions

Zoho CRM – Complete Customer Lifecycle Management

What it does

Zoho CRM is a powerful cloud platform that automates your entire customer journey. With AI insights, automation tools, and flexible iPaaS integrations, it’s ideal for scaling companies.

Why customers love it

Zoho helps you automate communications, boost conversions, and keep marketing and sales fully aligned.

Pros

✔️ Built-in AI assistant

✔️ Strong automation

✔️ Integrates with countless business apps

Cons

👉 Complex for first-time users

👉 Some features locked behind premium plans

Microsoft Dynamics 365 – AI-Powered Business Management

What it does

Dynamics 365 is Microsoft’s integrated cloud-based CRM and ERP platform. It combines sales, service, and membership management with native integrations into Outlook, Teams, and Power BI.

Why customers love it

It’s the perfect choice for organizations that already work within the Microsoft ecosystem.

Pros

✔️ Deep Microsoft integrations

✔️ Powerful dashboards and analytics

✔️ Great for sector-specific needs

Cons

👉 Can be expensive

👉 Less flexibility for custom workflows

Xero, Sage, and Zoho Books Integrations

A CRM is even more powerful when connected to your accounting software. Integrations with Xero, Sage, or Zoho Books help you automatically sync invoices, customer details, and payment statuses — ensuring your sales and finance teams always have the same data.

Benefits of connecting your CRM with your accounting tool:

✔️ Real-time financial visibility

✔️ No double data entry

✔️ Faster quote-to-cash process

✔️ Better forecasting and reporting

Whether you’re using SaaS, PaaS, or iPaaS infrastructure, these integrations bring your cloud-based solutions together into one cohesive ecosystem.