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Why do I need a CRM?

25 CRM Apps Integrated with Box

Corporate solutions for client management



Box is a cloud content management and file-sharing service designed for businesses. It enables organizations to securely store, share, and manage their files from anywhere, offering robust collaboration features and seamless access across devices. This flexibility and security make Box an indispensable tool for businesses operating in today’s digital environment. Customer Relationship Management (CRM) apps integrate seamlessly with Box, allowing users to access relevant files and documents directly from the CRM platform. This integration improves productivity and streamlines workflows for teams working on sales and customer service.

Businesses looking for the best CRM Apps with Box integrations can choose from various options, each offering unique features and benefits. These integrations are crucial for companies as they enhance the efficiency and effectiveness of CRM systems by enabling direct access to essential documents, seamless file sharing, and improved collaboration within teams. This synergy between CRM systems and Box streamlines workflow and ensures customer interactions are managed more effectively, leading to better customer satisfaction and loyalty. Integrating Box with CRM apps allows companies to leverage their data and content more effectively, making it a strategic move for businesses looking to optimize their customer relationship operations.  

This article will give you 25 CRM Apps Integrated with Box to consider for your business.

1. Airtable

This versatile CRM app offers seamless integration with Box, allowing users to store, share, and manage files directly from the platform. Its user-friendly interface and powerful features make it an ideal option for businesses of all sizes.

Airtable is much more than a conventional CRM; it’s a comprehensive project management and collaboration tool that organizes tasks, projects, and customer information in a highly visual and customizable way. Integration with Box enhances its file management capabilities, allowing users to attach files stored in Box directly to records in Airtable, streamlining document access and editing within the context of their CRM activities.

Features

  • Customizable Views: To manage your data, you can choose from grid, calendar, form, kanban, and gallery views.
  • Rich Field Types: Includes text, checkboxes, attachments, table links, and more for detailed record-keeping.
  • Automation: Automate repetitive tasks with built-in scripts and integrations.
  • Collaboration: Share views and tables with team members for real-time collaboration.

How to Integrate with Box

  • In Airtable, select the base where you want to attach Box files.
  • Use the “Attachments” field type and choose Box as the source when attaching files to your records.
  • Follow the prompts to log in to your Box account and grant access to Airtable.

Pros:

  • Highly customizable and adaptable to a wide range of business needs.
  • Integrates easily with Box and other tools for an enhanced file management experience.
  • Supports a broad set of automation and collaboration features.

Cons:

  • It can overwhelm new users due to its wealth of features and customization options.
  • Pricing can escalate quickly as you add more users and require more advanced features.

Pricing:

Airtable offers a free plan that includes unlimited bases, 1,200 records per base, and 2GB of attachment space, making it accessible for small teams or individual users to get started. Paid plans start at $10 per user/month (billed annually) for the Plus plan, which includes 5,000 records per base and 5GB of attachment space per base. Pro and Enterprise plans for businesses require more advanced features and support.

Trial or Free Plan: All paid plans come with a 14-day free trial, allowing users to explore the full capabilities of Airtable before committing.

2. Bitrix24

Bitrix24 is a comprehensive CRM software that offers a wide range of business tools, including task management, project management, communication, and website building, alongside its CRM features. With its integration with Box, Bitrix24 provides a centralized platform for managing sales, customer relationships, documents, and team collaboration. It ensures that all business data and communications are efficiently organized and easily accessible.

Features

  • Comprehensive CRM Tools: Manage leads, communications, sales pipelines, and projects all in one place.
  • Task and Project Management: Organize tasks, assign responsibilities, and track project progress.
  • Communication Tools: Includes email, instant messaging, video conferencing, and social networking.
  • Website Builder: Easily create websites and landing pages directly within Bitrix24.

How to Integrate with Box

  • Within Bitrix24, go to the Applications section and search for the Box integration app.
  • Install the Box app, following the instructions to connect your Bitrix24 account with your Box account.
  • Once connected, you can attach Box files to CRM records, tasks, or messages directly within Bitrix24.

Pros:

  • Offers a robust suite of tools covering various business management aspects beyond CRM.
  • Enhances productivity by providing a unified communication, task management, and document management platform.
  • The Box integration allows easy access and sharing of documents within the CRM and other modules.

Cons:

  • The wide range of features can overwhelm small teams or those new to CRM software.
  • Some users may find the interface less intuitive compared to other CRM solutions.
  • Customization options are extensive but can require a steep learning curve to utilize fully.

Pricing:

Bitrix24 offers a generous free plan for up to 12 users, including many of its essential CRM, task management, communication features, and 5GB of online storage. Paid plans start at $19/month for the Start+ plan, catering to 2 users, and go up to plans designed for larger enterprises, which can cost several hundred dollars per month depending on the number of users and the range of features required.

Trial or Free Plan: These plans offer a 30-day free trial, allowing businesses to evaluate Bitrix24’s full capabilities.

3. Caspio

Caspio is a powerful cloud platform that simplifies the creation of custom online databases, applications, and CRM solutions without coding. Integrating Caspio with Box allows businesses to streamline their data management and collaboration by attaching Box files directly to Caspio database records. This integration bridges the data collection and file storage gap, enhancing operational efficiency and team collaboration.

Features

  • No-Code Platform: This platform enables the creation of custom database applications without coding skills, empowering non-technical users to contribute to development.
  • Customizable CRM Solutions: Tailor your CRM to meet specific business requirements, tracking sales, customer interactions, and more.
  • Data Security: Offers robust security features to protect sensitive information, including data encryption and compliance with various regulatory standards.
  • Scalability: Easily scales to accommodate growing data needs and user access, making it suitable for businesses of all sizes.

How to Integrate with Box

  • Navigate to Caspio’s “Integrations” section and select Box from the list of available integrations.
  • Follow the step-by-step instructions to authorize connecting your Caspio and Box accounts.
  • Once integrated, you can attach Box files to any Caspio database record, enabling seamless access directly from your custom CRM interface.

Pros:

  • Highly customizable, allowing for tailored CRM applications that fit precise business needs.
  • A no-coding platform democratizes application development, making it accessible to users without technical expertise.
  • Robust data security practices ensure that sensitive information is protected.
  • Integration with Box enhances file management capabilities within custom CRM solutions.

Cons:

  • The platform’s extensive customization options can be daunting for beginners.
  • While scalable, larger implementations may require substantial setup time and resource investment.
  • Costs can escalate as the need for additional features and higher usage tiers arises.

Pricing:

Caspio offers a free plan with basic features suitable for small projects and teams. This plan introduces the platform, allowing users to explore its capabilities without a financial commitment. Paid plans start at $100/month for the Explore plan, which provides more features, storage, and data transfer capabilities, catering to small to medium-sized businesses.

Trial or Free Plan:

All paid plans include a 14-day free trial, enabling potential users to evaluate Caspio’s full features and integration capabilities with Box before making a purchase decision.

4. ClickUp

ClickUp is comprehensive productivity platform that dismantles barriers to work efficiency. It serves as a central nexus for team planning, organization, and collaboration through various features, including tasks, Docs, Chat, Goals, Whiteboards, and beyond. With its user-friendly customization options, ClickUp empowers teams across various industries and sizes to enhance their work output significantly. By supplanting rigid and overlapping tools, ClickUp enables teams to reclaim an entire day each week!

Features

  • All-in-One Workspace: This workspace provides a single platform for tasks, documents, goals, and chat, aiming to replace multiple tools.
  • Highly Customizable: Offers task and project management flexibility through customizable views, statuses, and workflows.
  • Real-Time Collaboration: Facilitates team collaboration with built-in chat, document editing, and commenting features.
  • Automation: Automates repetitive tasks with easy-to-configure automation, saving time and reducing errors.
  • Integration Capabilities: Easily integrates with other tools, including Box, enhancing file management and collaboration.

How to Integrate with Box

  • In ClickUp, go to the “Integrations” section and find Box among the available third-party integrations.
  • Click on the Box integration and follow the prompts to authorize ClickUp to access your Box account.
  • After setting up, users can attach Box files directly to tasks or comments within ClickUp for streamlined document management and access.

Pros:

  • A comprehensive toolset that can significantly reduce the need for multiple software solutions.
  • Customizable features allow it to adapt to various project management styles and business needs.
  • Enhances teamwork and productivity with real-time collaboration features.
  • The Box integration further simplifies document sharing and management within projects.

Cons:

  • The wide array of features and high level of customization can be overwhelming for new users.
  • Some users may experience a learning curve in optimizing the tool to fit their workflow best.
  • Due to its broad functionality, navigation and setup can be complex at first.

Pricing:

ClickUp offers a free forever plan with basic features for personal use or small teams. Paid plans begin at $5 per member per month for the Unlimited Plan, which unlocks additional features and integrations. More comprehensive plans, such as Business and Enterprise, offer advanced functionalities and higher levels of support for larger organizations, with prices available on request.

Trial or Free Plan:

The free plan offers basic functionality with no time limit, allowing teams to explore ClickUp’s capabilities. Paid plans come with a free trial to test the advanced features before committing to a subscription.

5. Clio

Clio is a comprehensive legal practice management platform designed to streamline law firm operations. By combining case management, document management, time tracking, billing, and client communication into a single, cloud-based solution, Clio helps legal professionals manage their practices more efficiently and effectively.

Features

  • Case Management: Organizes all case details in one place, enabling lawyers to access information quickly.
  • Document Management: Stores and manages legal documents securely, with the ability to access them from anywhere.
  • Time Tracking: This makes it easy to record billable hours directly within the platform, ensuring accurate billing.
  • Billing and Invoicing: Automates the creation of invoices and processes payments, streamlining the billing cycle.
  • Client Portal: A secure communication channel between clients and their lawyers improves client satisfaction.

How to Integrate with Box

  • Log in to your Clio account and go to the “Settings” menu.
  • Select “Integrations” and find Box in the list of available third-party integrations.
  • Click on the integration and follow the on-screen instructions to link your Box account with Clio.
  • Once connected, users can seamlessly save and retrieve documents from Box within their Clio environment.

Pros:

  • A comprehensive feature set addresses nearly all aspects of legal practice management.
  • The cloud-based solution offers flexibility and accessibility from any location.
  • Integrations with services like Box enhance document management capabilities.
  • The client portal improves communication and transparency with clients.

Cons:

  • The wealth of features can make the platform intimidating for new users.
  • Pricing may be prohibitive for solo practitioners or tiny firms.
  • Dependent on a reliable internet connection for access to cloud-based features.

Pricing:

Clio offers multiple pricing tiers to accommodate the needs of different-sized practices. The Starter plan begins at $39 per user per month and focuses on essential practice management and client communication features. More advanced plans, such as Boutique and Elite, offer additional features like advanced reporting and priority support, with pricing available upon request.

Trial or Free Plan:

Clio provides a 7-day free trial for new users to experience the full features before committing. While no permanent free plan exists, the prosecution offers a comprehensive overview of the platform’s capabilities.

6. ConvergeHub

ConvergeHub is a robust CRM platform designed to help small to medium-sized businesses manage their sales, marketing, support, and billing from a unified platform. The solution streamlines end-to-end business processes, enhancing customer engagement and driving sales growth.

Features

  • 360-degree Customer View: Offers a comprehensive view of customer interactions, enabling personalized engagement.
  • Sales and Marketing Automation: Automates routine sales and marketing tasks to increase efficiency and reduce manual errors.
  • Multi-Channel Support: Provides customer support across various channels, including email, phone, and social media.
  • Billing and Invoicing: Simplifies the billing process with automated invoicing and payment tracking.
  • Analytics and Reporting: Delivers insightful reports to track performance and make data-driven decisions.

How to Integrate with Box

  • From the ConvergeHub dashboard, access the “Apps” section and search for the Box integration.
  • Click “Install” and authorize ConvergeHub to connect with your Box account for seamless document storage and access.
  • Once integrated, users can directly attach Box documents to customer records, sales leads, or support tickets.

Pros:

  • Streamlines various business functions into a single platform, improving operational efficiency.
  • Automating sales, marketing, and support tasks frees up time for strategic activities.
  • Enhances customer engagement with a complete view and multi-channel support.
  • Offers robust analytics to guide business decisions.

Cons:

  • It may require a learning curve to fully leverage all its features and integrations.
  • Small businesses or startups with limited needs might find the platform too comprehensive.
  • Customization options are extensive, which could be overwhelming for some users.

Pricing:

ConvergeHub offers a tiered pricing structure to fit businesses of different sizes and needs. The Basic plan starts at $11 per user per month, providing essential CRM features suitable for smaller teams. Advanced plans, including Pro and Premium, offer additional features like marketing automation and advanced analytics, with prices that scale based on the number of users and features required.

Trial or Free Plan:

A 14-day free trial is available, giving potential users full access to the platform’s capabilities without requiring credit card details.

7. Freshdesk

Freshdesk is a customer support software designed to help businesses manage and streamline customer service operations. With features like ticket management, automation, and reporting, Freshdesk enables companies to deliver exceptional customer support experiences.

Features

  • Ticket Management: Tracks all customer interactions in one place for efficient handling and resolution.
  • Automation: Automates routine tasks like ticket assignment and response, reducing manual effort.
  • Multi-Channel Support: Provides support across various channels, including email, phone, social media, and chat.
  • Reporting and Analytics: Delivers insights on team performance and customer satisfaction to improve processes continually.

How to Integrate with Box

  • Log in to your Freshdesk account as an administrator and navigate to the “Admin” tab.
  • Select “Apps” from the menu, and search for the Box integration.
  • Click “Install” and follow the prompts to authorize Freshdesk to access your Box account.
  • Once integrated, users can attach files from their Box accounts directly to support tickets for easy access and collaboration.

Pros:

  • User-friendly interface makes it easy for teams to learn and use.
  • Offers robust features for managing all aspects of customer support.
  • Integrations with other business tools enhance productivity and efficiency.
  • Provides extensive customization options for tailored workflows.

Cons:

  • Some advanced features require a higher pricing plan, making it less accessible for smaller businesses or startups.
  • Customization options may be overwhelming for some users.
  • The reporting and analytics features may not be as robust as other customer support tools.

Pricing:

Freshdesk offers various pricing plans, including a free plan for small businesses with basic needs. The paid plans start at $15 per agent monthly and offer more comprehensive features like automation and advanced reporting.

Trial or Free Plan:

The paid plans offer a 21-day free trial, allowing users to test all features before committing. The free plan offers up to three users and basic customer support capabilities, but it still provides a comprehensive overview of the platform’s capabilities.

8. Insightly

Insightly is a contemporary, cost-effective CRM solution that teams prefer. Its user-friendly interface, straightforward customization options, and scalable design meet the evolving needs of growing businesses, addressing challenges that traditional CRMs fail to overcome. Versatile across various industries, Insightly CRM users benefit from the addition of complementary products for marketing automation, customer service, and seamless integrations, all within the same ecosystem. Trusted by over a million users globally, Insightly is the go-to CRM choice for modern businesses.

Features

  • Contact and Project Management: Insightly provides detailed records for contacts and projects, allowing for seamless management and tracking of every interaction and detail.
  • Workflow Automation: Automates business processes to streamline operations, reduce errors, and save time.
  • Email Tracking and Templates: Offers integrated email tracking and customizable templates to enhance customer communication.
  • Customizable Dashboards: Users can create personalized dashboards to monitor the metrics that matter most to their business.
  • Integration Capabilities: Insightly integrates with various third-party applications, including Google Workspace, Microsoft 365, and Slack, facilitating a more cohesive workflow.

How to Integrate with Box

  • Navigate to the Insightly settings and locate the integrations section.
  • Find Box in the list of available integrations and select it.
  • Follow the on-screen instructions to connect your Box account with Insightly, which may involve signing in to your Box account and authorizing access.
  • Once the integration is complete, users can easily link and access Box files directly from within Insightly’s platform.

Pros:

  • Enhances customer relationship management with comprehensive tools for tracking and interacting with customers.
  • Streamlines project management, making monitoring progress and collaborating on tasks easier.
  • Extensive integration capabilities improve workflow efficiency.
  • Customizable features allow businesses to adapt the platform to their specific needs.

Cons:

  • The abundance of features and customization options might be overwhelming for new users.
  • Pricing can be higher for small businesses or startups than straightforward CRM tools.
  • Some users may find transitioning from other CRMs to Insightly challenging due to its unique interface and feature set.

Pricing:

Insightly offers a range of pricing options designed to accommodate businesses at different stages of growth. The pricing plan starts with a free version for up to two users, which includes basic CRM functionalities. Paid plans begin at $29 per user per month when billed annually, offering advanced features such as project management and workflow automation.

Trial or Free Plan:

Insightly provides a 14-day free trial for its paid plans, allowing businesses to explore the full suite of features before committing.

9. Kintone

Kintone is a customizable workspace that combines collaborative project management with a powerful app development platform. It enables teams to build and share bespoke business applications and streamline workflows without extensive coding knowledge.

Features

  • Custom Application Development: Users can create applications to manage data, tasks, and workflows tailored to their needs.
  • Project Management: Facilitates collaboration among team members through task assignments, deadlines, and status updates.
  • Automated Workflows: Automate repetitive tasks and processes to increase efficiency and reduce manual errors.
  • Data Visualization and Reporting: Offers tools to visualize data through reports and charts, enabling better decision-making.
  • Integration Capabilities: It supports integration with several third-party services, such as Box, Slack, and Salesforce, enhancing functionality and data centralization.

How to Integrate with Box

  • In Kintone, go to the app settings where you want to enable Box integration.
  • Select “Plug-ins” from the menu, then find and add the Box plug-in.
  • Configure the plug-in settings by entering your Box account details and setting up permissions.
  • Once integrated, users can attach, view, and share Box files directly within Kintone applications.

Pros:

  • Highly customizable, allowing users to create various applications for various business processes.
  • Promotes team collaboration with its project management and communication tools.
  • The user-friendly interface makes it accessible to non-technical users.
  • Extensive integration capabilities enhance its functionality and flexibility.

Cons:

  • The extensive customization options can initially seem overwhelming to new users.
  • Some advanced features and integrations require a learning curve to utilize fully.
  • Pricing may be a consideration for small businesses or startups due to the per-user cost model.

Pricing:

Kintone offers a transparent pricing model starting at $24 per user per month, with discounts for annual subscriptions. This plan includes access to all core features, including app development, project management, and automation tools.

Trial or Free Plan:

A 30-day free trial is available for new customers, allowing full access to Kintone’s features without any commitment. This trial period provides a comprehensive opportunity for teams to explore how Kintone can meet their specific needs before purchasing.

10. Mailchimp

Mailchimp is an all-in-one marketing platform that helps businesses grow their audience and improve customer engagement. It offers a range of tools to create email campaigns, manage contacts, and track performance through analytics.

Features

  • Email Marketing: Users can design and send professional-looking emails to target audiences with customizable templates and automated workflows.
  • Contact Management: Centralizes contact information and segmentation for better audience targeting and personalization.
  • Marketing Automation: Automate repetitive tasks, such as email follow-ups and social media posts, to save time and increase efficiency.
  • Analytics: Provides insights into campaign performance through real-time data tracking and reporting.
  • Integration Capabilities: Facilitates integration with third-party services such as Box, Google Workspace, and Salesforce, enhancing data management and expanding functionality.

How to Integrate with Box

  • Go to the integrations section in Mailchimp’s dashboard and click “Connect” next to the Box integration.
  • Log in to your Box account and authorize access to Mailchimp.
  • Once connected, users can easily attach files from their Box account when creating email campaigns or automation.

Pros:

  • User-friendly interface and drag-and-drop email builder make it accessible to non-technical users.
  • Offers a range of features for marketing campaigns, contact management, and automation in one platform.
  • Affordable pricing plans for businesses of all sizes, with a free version available for up to 2,000 contacts.
  • Extensive integration capabilities improve functionality and data centralization.

Cons:

  • The free version has limited features, making it suitable only for smaller businesses.
  • Some users may find the drag-and-drop email builder limiting compared to other email marketing platforms.
  • Customer support is only available through email and chat, with no phone support option.

Pricing:

Mailchimp offers a range of pricing plans, starting with a free version for up to 2,000 contacts and limited features. Paid plans start at $9.99 monthly for the Essentials plan, which includes more advanced features such as A/B testing and custom branding.

Trial or Free Plan:

Mailchimp’s free plan is available for businesses with smaller email lists and basic marketing needs. It allows users to explore the platform and its features before committing to a paid plan.

11. NetSuite

NetSuite is a comprehensive cloud business management suite that integrates various functions such as enterprise resource planning (ERP), customer relationship management (CRM), e-commerce, and inventory management. It is designed to help businesses streamline their operations and make informed decisions based on real-time data.

Features

  • Enterprise Resource Planning (ERP): Offers a powerful suite of tools that manage business finances, supply chain, inventory, and beyond.
  • Customer Relationship Management (CRM) enables businesses to better understand and engage with their customers through advanced analytics and management tools.
  • E-commerce Solutions: Allows businesses to create and manage their online stores, integrating with inventory and order management for a seamless operation.
  • Real-time Analytics and Reporting: This gives businesses the tools to generate comprehensive reports, offering insights into various aspects of their operations for better decision-making.

How to Integrate with Third-Party Services

  • From the NetSuite dashboard, select “Setup” then “Integrations” and “Manage Integrations”.
  • Click on “New” to create a new integration record for the third-party service you wish to connect.
  • Enter the necessary details and obtain the third-party service’s API keys or authentication credentials.
  • Use these credentials to establish a connection, following the specific service’s integration guide available in the NetSuite help center.

Pros:

  • Offers a comprehensive suite of features that cover most aspects of business operations, reducing the need for multiple separate tools.
  • The cloud-based system ensures accessibility from anywhere, facilitating remote work.
  • Customizable to fit a wide range of business needs and industries.
  • Strong integration capabilities with third-party apps enhance functionality.

Cons:

  • It can be complex to set up and customize without expert help.
  • The cost might be prohibitive for small businesses or startups.
  • Requires time for staff training to utilize all its features thoroughly.

Pricing:

NetSuite’s pricing varies based on the modules required, the number of users, and the level of customization. Businesses must contact NetSuite for a custom quote tailored to their needs.

Trial or Free Plan:

NetSuite does not typically offer a free trial due to the extensive customization and setup required. However, potential customers can request a demo to see the software in action and discuss their needs with a sales representative for a more tailored solution.

12. Nutshell

Nutshell is a user-friendly customer relationship management (CRM) solution for small—to mid-sized businesses. It focuses on improving sales processes and enhancing customer relationships. It provides companies the tools to manage contacts, track sales opportunities, and streamline their sales pipelines effectively.

Features

  • Lead and Sales Pipeline Management: Enables users to track and manage leads throughout the sales process, from initial contact to closing the deal.
  • Contact Management: Organizes contact information in a centralized database for easy access and management.
  • Email Marketing and Tracking: This allows for creating and sending personalized email campaigns, with the ability to track opens and clicks.
  • Activity Tracking and Reporting: Users can log calls, meetings, and emails, track the progress of sales activities, and generate detailed reports for insights into sales performance.
  • Automation: Automates repetitive tasks like follow-up emails and sales process steps to increase efficiency.

How to Integrate

  • Navigate to Nutshell’s “Settings” section and select “Integrations.”
  • Choose the third-party application you wish to integrate from the list provided and click ‘Set up.’
  • Follow the specific instructions for the chosen application, which typically involve entering API keys or authenticating through the third-party app’s login screen.
  • Once set up, customize the integration settings based on your business needs.

Pros:

  • The easy-to-use interface requires minimal training, ideal for small teams without dedicated IT support.
  • Customizable sales processes and pipelines to fit various business models.
  • Provides insightful reports and analytics to monitor sales performance and make data-driven decisions.
  • Offers a mobile app for accessing CRM data on the go.

Cons:

  • Limited customization options for more advanced users or complex sales processes.
  • Integration capabilities might not be as extensive as more significant, expensive CRM platforms.
  • Primarily suited for small to medium businesses, it might not scale well for huge organizations.

Pricing:

Nutshell offers two pricing plans:

  • Starter: This plan is priced at $19 per user/month and billed annually. It is designed for basic CRM needs and contact management.
  • Pro: This plan is priced at $35 per user/month and billed annually. It includes advanced features like sales automation and reporting.

Trial or Free Plan:

Nutshell offers a 14-day free trial for both the Starter and Pro plans. This allows businesses to explore the CRM’s features and usability before committing to a subscription. No credit card is required for the trial, enabling potential users to try the service risk-free.

13. ONLYOFFICE Workspace

ONLYOFFICE Workspace serves as a comprehensive corporate office suite designed for on-premises deployment. It encompasses various collaborative tools for creating and managing documents, spreadsheets, presentations, forms, and PDFs, ensuring full compatibility with Microsoft Office formats. This platform offers an integrated solution for document and project management, CRM, calendaring, email, communication, and sophisticated security features. Additionally, ONLYOFFICE provides complimentary desktop and mobile applications. Catering to businesses of all sizes, including large enterprises, ONLYOFFICE Workspace presents a variety of plans to meet diverse organizational needs.

Features

  • Document Management: Provides users with tools for creating, formatting, and collaborating on documents in various formats (Word, Excel, PowerPoint, etc.).
  • Project Management: Allows for creating and managing projects, assigning tasks to team members, setting deadlines, and tracking progress.
  • CRM: Manages customer data and interactions, including leads, contacts, opportunities, and sales pipelines.
  • Email Integration: Combines email capabilities from various providers (Gmail, Outlook) into one inbox for easy access and management.
  • Video Conferencing: Offers a built-in video conferencing tool for virtual meetings and collaboration.

How to Integrate

  • Register for an ONLYOFFICE Workspace account and log in.
  • Navigate to the “Settings” section, then select “Add services.”
  • Choose the third-party application you wish to integrate from the list provided and click ‘Connect.’
  • Follow the specific instructions for the chosen application, which may involve entering API keys or authenticating through the third-party app’s login screen.
  • Once connected, customize the integration settings based on your business needs.

Pros:

  • One platform offers a comprehensive suite of office tools and project management features.
  • Fully compatible with Microsoft Office formats, ensuring smooth collaboration with clients and partners.
  • Provides advanced security features, including two-factor authentication and encrypted file storage.
  • Offers a mobile app for accessing documents and project management on the go.

Cons:

  • On-premises deployment may require IT support and maintenance, making it less suitable for small businesses without dedicated IT resources.
  • Limited customization options for more advanced users or complex projects.
  • More expensive than cloud-based solutions, making it less accessible for small businesses on a tight budget.

Pricing:

ONLYOFFICE offers three pricing plans:

  • Open Source: This plan is free and open-source, suitable for individual users or small teams.
  • Startup: This plan is priced at $49 monthly and billed annually. It includes all features and is suitable for small businesses with up to 20 users.
  • Business: This plan is priced at $99 monthly and billed annually. It includes all features and is suitable for larger organizations with unlimited users.

Trial or Free Plan:

ONLYOFFICE offers a 30-day free trial for the Startup and Business plans. This allows businesses to test the platform’s features and usability before committing to a subscription. No credit card is required for the trial, making it risk-free for potential users.

14. Pepperi

Pepperi’s B2B eCommerce module is designed for medium- to large consumer goods companies and is a crucial component of our commerce platform. This platform empowers you to seamlessly manage every facet of your B2B sales, ensuring alignment with your sales strategy. By melding B2B eCommerce with Sales Force Automation, retail execution, and route accounting/DSD, Pepperi offers a unified solution through a native mobile app (iOS/Android) and a web application. This integration effectively manages multi-channel trade promotions, optimizing in-person and online B2B sales for maximum impact.

Features:

  • B2B eCommerce: Enables businesses to create and manage their own storefront for online sales, with customizable branding and product catalog.
  • Sales Force Automation: Provides tools for managing sales processes, including lead tracking, contact management, and order processing.
  • Retail Execution: Streamlines in-person sales activities, such as merchandising and inventory management.
  • Route Accounting/DSD: Facilitates direct store delivery processes, including invoicing and payment tracking.

How to Integrate:

  • Sign up for a Pepperi account and log in.
  • Navigate to the “Settings” section and select “Integrations.”
  • Choose the desired integration from the available options (Salesforce, Quickbooks, Box, etc.) and follow the instructions to connect it to your Pepperi account.
  • Customize the integration settings based on your business needs.

Pros:

  • Offers a comprehensive solution for managing B2B sales processes, from eCommerce to in-person sales.
  • Native mobile app allows for easy access and management on-the-go.
  • Provides tools for optimizing trade promotions and maximizing sales impact.
  • Offers customizable branding options for a personalized storefront.

Cons:

  • Integration with third-party apps may require additional setup and configuration.
  • Limited customization options for more advanced users or complex sales processes.
  • Pricing plans may be limited for small businesses or those with limited budgets.

Pricing:

Pepperi offers three pricing plans:

  • Starter: The native mobile app allows for easy access and management on the go.limited to 5 users and priced at $63 per user per month, billed annually.
  • Basic: unlimited users and priced at $83 per user per month, billed annually.
  • Premium: unlimited users and includes additional features such as advanced analytics, priced at $103 per user per month, billed annually.

Trial or Free Plan:

Pepperi offers a free demo for businesses interested in their platform.

15. Pipeliner CRM

Pipeliner has transformed CRM through its distinct visual interface, effortless no-code workflow automation, and immediate, dynamic insights and reporting capabilities. Unmatched in the CRM space, it offers sales professionals and managers an unparalleled array of options for visualizing and analyzing sales data, complemented by intelligent, system-generated insights. Furthermore, our powerful automation engine, coupled with seamless integration capabilities with other platforms like email, ERP, and Marketing, significantly reduces manual tasks, streamlining processes for sales teams.

Features:

  • Visual Interface: Pipeliner CRM stands out with its user-friendly interface, making navigation and data interpretation effortless.
  • No-code Workflow Automation: Allows sales teams to automate repetitive tasks without any need for coding knowledge.
  • Dynamic Insights and Reporting: Offers dynamic, real-time insights and comprehensive reporting capabilities for effective sales management.
  • Integration Capabilities: It seamlessly integrates with various platforms, such as email, ERP, and marketing tools, enhancing operational efficiency.

How to Integrate:

  • Begin by signing up for Pipeliner CRM and logging into your account.
  • Navigate to the “Integrations” section within the platform settings.
  • Select the platform you wish to integrate from the list and follow the guided instructions to set it up.
  • Customize your integration settings according to your specific business requirements for optimal performance.

Pros:

  • The intuitive visual interface simplifies sales data management and analysis.
  • No-code automation significantly reduces manual work and streamlines sales processes.
  • Comprehensive insights and reporting help in making informed sales decisions.
  • A wide range of integration capabilities enhances workflow efficiency.

Cons:

  • It might present a learning curve for users unfamiliar with visual data management tools.
  • Pricing can be a barrier for small businesses or startups with limited budgets.

Pricing:

Pipeliner CRM offers several pricing tiers to accommodate various business needs:

  • Starter: Aimed at small teams, priced at $25 per user per month, billed annually.
  • Business: Designed for growing businesses, priced at $65 per user per month, billed annually.
  • Enterprise: Tailored for large organizations, with pricing available upon request.

Trial or Free Plan:

Pipeliner CRM provides a 14-day free trial for new users, allowing them to explore the platform’s features without commitment. A credit card is not required for the trial, ensuring a risk-free evaluation period for potential customers.

16. PracticePanther Legal Software

PracticePanther offers an intuitive, user-friendly, and secure solution for law practice management. Discover why law firms across 170 countries choose PracticePanther to streamline their workflows, enhancing efficiency and productivity. With this software, you’ll never miss a deadline, accelerate your billing processes, and effortlessly monitor billable hours and expenses.

Features:

  • Intuitive Dashboard: PracticePanther’s dashboard is designed for easy use, enabling quick access to all critical information at a glance.
  • Task and Calendar Management: Helps lawyers keep track of deadlines and appointments with integrated task and calendar systems.
  • Billing & Invoice Management: Simplifies the billing process with automated invoicing, expense tracking, and payment processing features.
  • Document Management: Securely store, manage, and share legal documents directly from the platform.
  • Client Portal: Offers a secure platform for clients to view case updates, share documents, and make payments.

How to Integrate:

  • Register for a PracticePanther account and complete the setup process.
  • Go to the “Settings” menu and select “Integrations.”
  • You can choose from the list of available integrations, such as QuickBooks, LawPay, and Zapier, and follow the step-by-step instructions for each integration.
  • Adjust the settings within each integration to match your workflow and preferences.

Pros:

  • User-friendly interface allows for quick adaptation by team members.
  • Comprehensive task and calendar management ensures no deadline is missed.
  • Streamlined billing processes save time and reduce errors.
  • Robust document management and client portals enhance client communication and satisfaction.

Cons:

  • It may require customization to fit specific law practice needs.
  • Some integrations may need additional subscriptions.

Pricing:

PracticePanther offers several pricing options to suit different sizes and types of practices:

  • Solo: Ideal for solo practitioners, priced at $39 per monthly user, billed annually.
  • Essential: Designed for small teams, priced at $59 per user per month, billed annually.
  • Business: The best value for growing firms is $79 per user per month, billed annually.

Trial or Free Plan:

  • PracticePanther offers a 7-day free trial for new users to explore its features. No credit card is required to start the trial, providing an opportunity to test the software’s capabilities thoroughly.

17. Quickbase

Quickbase provides a flexible, no-code platform that enables businesses to develop custom applications tailored to their operational needs. This innovative platform facilitates workflows and data management across all areas of operation, ensuring that companies can efficiently adapt to change and optimize their processes.

Features:

  • Custom Application Development: Allows users to create custom applications without any coding experience, addressing specific business challenges.
  • Real-time Data Analytics: Offers real-time data analytics and reporting capabilities for dynamic decision-making.
  • Automated Workflows: Users can automate repetitive tasks and processes, improving efficiency and reducing manual errors.
  • Integration Capabilities: QuickBase seamlessly integrates with hundreds of apps and software, including Salesforce, Dropbox, and Gmail, promoting a unified workflow.

How to Integrate:

  • Sign up for Quickbase and access your dashboard.
  • Navigate to the “Settings” or “Integrations” tab to explore the available integration options.
  • Choose the application you wish to integrate with Quickbase and use the provided instructions or integration wizard to complete the setup.
  • Configure the integration settings to align with your business processes and workflow requirements.

Pros:

  • Highly customizable, allowing for solutions that precisely meet user needs.
  • Enhances operational efficiency through workflow automation and real-time data analytics.
  • Facilitates better collaboration and data sharing across teams and departments.
  • Supports a wide range of integrations with popular business tools and applications.

Cons:

  • The initial setup and application development may require a learning curve.
  • Customization and advanced features may necessitate a higher level of investment.
  • Dependence on internet connectivity for cloud-based data access and operations.

Pricing:

Quickbase offers various pricing tiers to accommodate the needs of small businesses to large enterprises:

  • Essential: Starting at $600 monthly for up to 20 users, billed annually.
  • Premier: Tailored for larger teams, starting at $2,000 monthly for up to 40 users, billed annually.
  • Enterprise: Custom pricing for large organizations with specific needs.

Trial or Free Plan:

Quickbase provides a 30-day free trial, giving users full access to its features and capabilities without requiring a credit card. This trial period allows businesses to thoroughly assess the platform’s suitability for their operations before committing financially.

18. Salesflare

Salesflare is an advanced CRM designed for small to medium-sized B2B companies eager to boost their sales with minimal effort. It automates your address book and meticulously tracks every interaction with your contacts. It pulls data from emails, social media, company databases, phones, and calendars to present it in automated customer timelines. These timelines offer comprehensive insights, leaving you to focus on writing emails, making calls, and enjoying your coffee.

Features:

  • Automated Contact Management: This feature automatically updates your address book and tracks every interaction with your contacts across various platforms.
  • Automated Customer Timelines: Creates comprehensive timelines for each contact, pulling data from emails, social media, databases, and calendars to give you a complete view of your interactions.
  • Easy Email Campaigns: You can send personalized email campaigns directly from the CRM, tracking opens and clicks to assess engagement.
  • Insightful Analytics: Provides detailed analytics on your sales performance and team’s activities to identify areas for improvement.

How to Integrate:

  • Sign up for Salesflare and log in to your dashboard.
  • Navigate to the “Integrations” section to see a list of available apps and services.
  • Select your tools (such as Google Workspace, Box, Microsoft 365, LinkedIn, etc.) and follow the on-screen instructions to connect them with Salesflare.
  • Tailor the integration settings to your specific sales process and preferences.

Pros:

  • Reduces manual data entry significantly, saving time and reducing errors.
  • Enhances lead and contact management, ensuring no opportunity is missed.
  • Streamlines email campaigns and improves tracking of customer engagement.
  • Offers actionable insights through comprehensive analytics.

Cons:

  • It may require a learning curve to understand and utilize all features fully.
  • It relies on third-party integrations for maximum efficiency, which might not suit all users.
  • Primarily focused on B2B companies, which may not be ideal for B2C businesses.

Pricing:

  • Starter: $29 per user per month, billed annually. Ideal for small businesses.
  • Growth: $49 per user per month, billed annually. Adds advanced features for growing teams.
  • Enterprise: Custom pricing. Offers bespoke solutions for large organizations with specific needs.

Trial or Free Plan:

  • Salesflare offers a 14-day free trial for new users. This trial period allows full access to all features without needing a credit card, providing a risk-free opportunity to evaluate the CRM’s capabilities.

19. Salesforce Essentials

Salesforce Essentials is designed as an entry-level CRM solution for small businesses. It provides a simplified approach to managing customer relationships and sales processes. It leverages the power of Salesforce’s advanced CRM technologies in a more accessible format for smaller teams.

Features:

  • Contact and Opportunity Management: Use comprehensive tools to track and manage your contacts and sales opportunities.
  • Email Integration with Gmail and Outlook: Easily integrate with your existing email system for seamless communication.
  • Salesforce Mobile App: Access your CRM on the go with a robust mobile application.
  • Customizable Reports and Dashboards: Create and customize reports and dashboards to gain insights into your business performance.

How to Integrate:

  • Sign up for Salesforce Essentials and log into your dashboard.
  • Use the setup wizard to guide you through the initial configuration, including email integration.
  • Explore the AppExchange marketplace for additional integrations and add-ons.
  • Customize your box salesforce integration settings and permissions to fit your business needs.

Pros:

  • Affordable access to Salesforce’s powerful CRM capabilities.
  • User-friendly interface and setup process.
  • The mobile solid app supports business on the go.
  • Customizable features allow for tailored experiences.

Cons:

  • Limited functionality compared to more advanced Salesforce packages.
  • It can become expensive as your business grows and requires more features.
  • Some customization and advanced features may require additional learning.

Pricing:

  • Salesforce Essentials: $25 per user per month (billed annually), supporting up to 10 users.

Trial or Free Plan:

  • Salesforce Essentials offers a 14-day free trial, allowing businesses to explore the CRM’s features and capabilities before making a purchase decision.

20. Salesforce Sales Cloud

Salesforce Sales Cloud is an all-encompassing CRM platform that empowers businesses to manage their sales, customer service, marketing, and more in a centralized location. It’s designed for businesses of all sizes, offering scalability and a wide range of features to cater to diverse needs.

Features:

  • Lead and Opportunity Management: Track and manage every sales process step, from lead generation to closing deals.
  • Einstein AI: Use artificial intelligence to make predictions and recommendations based on your sales data, helping you make smarter decisions.
  • Customizable Dashboards and Reports: Create detailed reports and dashboards to monitor your sales performance and business metrics.
  • Advanced Email Integration: Seamlessly integrate with your email system for efficient communication between your sales team and customers.

How to Integrate:

  • Sign up for Salesforce Sales Cloud and log into your account.
  • Navigate to the “Setup” section to customize your box Salesforce integration, workflows and automation rules.
  • Connect to your email and calendar services to streamline communication and scheduling.
  • Explore the Salesforce AppExchange for additional integrations to enhance your CRM capabilities.

Pros:

  • Highly customizable to fit any business process.
  • Robust AI features for data analysis and forecasting.
  • Extensive ecosystem of apps and partners for added functionality.
  • Strong support and a vast community of users.

Cons:

  • Complexity can be overwhelming for smaller teams or beginners.
  • Higher cost compared to other CRM solutions.
  • Requires time investment to leverage all features and customizations fully.

Pricing:

  • Essentials: Starting at $25 per user per month, billed annually. Ideal for small businesses.
  • Professional: $75 per user per month, billed annually. Provides complete CRM for any size team.
  • Enterprise: $150 per user per month, billed annually. Customizable CRM for complex businesses.
  • Unlimited: $300 per user per month, billed annually. This is the most powerful solution with unlimited CRM power.

Trial or Free Plan:

  • Salesforce Sales Cloud offers a 30-day free trial, allowing businesses to test its comprehensive suite of features before committing to a subscription.

21. Smartsheet

Smartsheet is a dynamic online platform for work execution that enables organizations to efficiently plan, monitor, automate, and report on tasks. Thanks to its user-friendly design, real-time Gantt charts, dashboards, and advanced automation features, over 80,000 brands trust Smartsheet for its superior project and work management capabilities.

Features:

  • Collaborative Workspace: This enables teams to collaborate realistically, ensuring everyone is aligned and informed.
  • Automated Workflows: Streamline processes with automated workflows that trigger actions, notifications, and updates.
  • Integrations: Seamlessly connect to leading apps and software, including Microsoft Office 365, Google Workspace, and more, for a more integrated workflow.
  • Real-Time Gantt Charts, Dashboards, and Reporting: Gain insights into project progress, track milestones, and evaluate outcomes with comprehensive reporting tools.

How to Integrate:

  • Create a Smartsheet account and log in to your dashboard.
  • Explore the Integration Center to find and connect your preferred tools and apps.
  • Use the template library to start new projects or tasks quickly.
  • Set up automated workflows by defining triggers and actions within the Smartsheet platform.

Pros:

  • Highly versatile and adaptable to various industries and project types.
  • Enhances team collaboration and productivity through real-time updates and notifications.
  • Offers a wide range of integrations with popular business tools.
  • User-friendly interface that reduces the learning curve for new users.

Cons:

  • It may be more costly than straightforward project management tools for small teams or budgets.
  • With extensive features, it can overwhelm users who need only rudimentary project management functionalities.
  • Customization and advanced features require a steeper learning curve to utilize the platform’s capabilities fully.

Pricing:

  • Individual: $14 per user per month (billed annually), ideal for single users managing personal projects or small teams.
  • Business: $25 per user per month (billed annually), designed for teams that need to collaborate and scale their work.
  • Enterprise: Custom pricing. Tailored solutions for organizations with advanced security, integration, and scalability features.

Trial or Free Plan:

  • Smartsheet offers a 30-day free trial, providing full access to all features and allowing teams to fully assess the platform’s capabilities before committing to a paid plan.

22. Workbooks

Workbooks unify your entire operation under one cloud-based CRM platform, reducing the cost and risk associated with your CRM initiatives through a unique co-funded implementation approach. With Workbooks, your marketing team can generate higher-quality leads, your sales team can secure more deals, your finance team can process invoices more efficiently, and your support team can provide outstanding service. By offering software and services from a single provider, Workbooks ensures you receive a bespoke CRM solution at a standard price, thanks to our co-funded implementation strategy.

Features:

  • Unified CRM Platform: Centralize sales, marketing, customer service, and finance operations within a single platform for streamlined management.
  • Customizable Interface: Tailor the CRM to meet the specific needs of your business with a highly customizable interface and workflow.
  • Advanced Reporting and Analytics: Access in-depth analytics and reporting tools to make data-driven decisions.
  • Lead and Deal Management: Efficiently track and manage leads and deals from inception to closure, improving conversion rates.
  • Customer Support Module: Enhance customer satisfaction with a comprehensive customer support module, including ticketing and service level agreements (SLAs).

How to Integrate:

  • Visit the Workbooks website and sign up for an account.
  • Follow the onboarding process, which guides you through setting up your CRM environment.
  • Customize the platform to your business requirements by configuring settings, fields, and workflows.
  • Integrate with your existing tools and applications using Workbooks’ API or through pre-built integrations available on the platform.
  • Import your existing data into Workbooks CRM to start managing your operations centrally.

Pros:

  • Provides a cohesive platform for managing all aspects of your business operations.
  • Highly customizable, allowing businesses to tailor the CRM to their specific needs.
  • Offers a co-funded implementation approach, making it more accessible for small to medium-sized enterprises (SMEs).
  • Includes in-depth reporting and analytics for better decision-making.

Cons:

  • The implementation process may require more time and resource investment compathaned to plug-and-play solutions.
  • It may be overwhelming for businesses seeking simple CRM functionalities.

Pricing:

  • CRM Edition: Starting at $30 per user per month, aimed at businesses looking for a powerful CRM tool without needing financial management features.
  • Business Edition: Starting at $70 per user per month, it includes all CRM features plus financial management, making it suitable for businesses seeking a comprehensive ERP solution.
  • Enterprise Edition: Custom pricing. It is designed for large organizations with complex needs and offers advanced customization and dedicated support.

Trial or Free Plan:

  • Workbooks offer a 30-day free trial, allowing companies to explore the platform’s full capabilities before committing financially.

23. WORKetc

WORKetc revolutionizes business management with its comprehensive, cloud-based software solution, integrating CRM, projects, billing, help desk, reporting, and collaboration. This platform goes beyond the capabilities of a standard CRM, enabling you to oversee every facet of your customer lifecycle. From the initial sale to quotes, projects, product delivery, invoicing, and customer support, WORKetc supports your business at every step. Centralizing all data in one place ensures your team stays informed and coordinated.

Features:

  • Integrated Business Management: This system combines CRM, projects, billing, a help desk, and more into a single platform.
  • Automated Processes: Streamline operations with automation features that reduce manual tasks and improve efficiency.
  • Comprehensive Collaboration Tools: Includes forums, discussions, and shared calendars to enhance team collaboration.
  • Customizable Dashboard: Offers a fully customizable dashboard to monitor key metrics and manage tasks efficiently.
  • Global Access: Cloud-based platform ensures access from anywhere, facilitating remote work.

How to Integrate:

  • Sign up for WORKetc by visiting their website and choosing the appropriate subscription plan.
  • Utilize the setup wizard to guide you through the initial configuration, tailoring the platform to your business requirements.
  • Integrate WORKetc with other tools and applications using its RESTful API for a seamless workflow.
  • Import your existing data into WORKetc, including contacts, projects, and financial information, to get started quickly.
  • Take advantage of the training resources and customer support to maximize the platform’s benefits for your team.

Pros:

  • Provides a comprehensive solution for managing all aspects of a business, eliminating the need for multiple disparate systems.
  • Enhances team collaboration and project management with integrated tools.
  • Highly customizable, allowing businesses to adapt the platform to their unique processes.
  • Offers robust automation features, reducing manual tasks and improving efficiency.

Cons:

  • The wealth of features can be overwhelming for new users or small teams.
  • Initial setup and customization may require time and resources.

Pricing:

  • Starter: $78 per month for 2 users, with additional users at $39 each. Ideal for small businesses or startups.
  • Team: $195 per month for 3 users, with additional users at $49 each. Designed for growing teams that need more collaboration tools.
  • Foundation: $395 monthly for 3 users, with additional users at $59 each. Offers advanced features for established businesses.
  • Enterprise: Custom pricing. Tailored solutions for large organizations with specific requirements.

Trial or Free Plan:

  • WORKetc offers a 14-day free trial, allowing businesses to test the platform’s features before committing to a paid plan.

24. Zendesk Suite

Zendesk Suite transforms the way businesses interact with their customers by providing a seamless support experience across various channels. This comprehensive solution includes support, chat, call center solutions, and knowledge base functionalities, all integrated into one platform. By centralizing customer interactions, Zendesk helps companies provide a unified and efficient customer service experience.

Features:

  • Omnichannel Support: Offers customers support through email, phone, chat, and social media from a single interface.
  • Automation and AI: Utilize AI and automated workflows to improve response times and reduce repetitive tasks.
  • Advanced Analytics: Get detailed insights into customer satisfaction, agent performance, and support operations to make data-driven decisions.
  • Customizable Interface: Tailor the look and functionalities of your support platform to match your brand and workflow requirements.
  • Self-service Options: Empower customers with a comprehensive knowledge base and community forums for faster issue resolution.

How to Integrate:

  • Create an account on the Zendesk website.
  • Follow the step-by-step guide to set up your Zendesk Suite, including support channels and agent workspaces.
  • Customize your settings, such as workflows, automation, and SLAs, to fit your business needs.
  • Use the Zendesk API or marketplace apps to integrate with other business tools and services.
  • Populate your knowledge base and train your agents on using Zendesk’s features effectively.

Pros:

  • Provides a unified platform for all customer support channels, improving operational efficiency.
  • Advanced analytics help in understanding customer needs and optimizing support services.
  • Highly customizable, allowing it to fit various business sizes and types.
  • Supports integration with a wide range of apps and services.

Cons:

  • It may require a significant setup time to fully customize and integrate with existing systems.
  • The cost can be high for small businesses or startups with limited budgets.

Pricing:

  • Essential: Starting at $19 per agent per month, offering critical support features.
  • Team: Starting at $49 per agent per month, including more advanced tools and customization options.
  • Professional: Starting at $99 per agent per month, providing a complete set of features for large teams.
  • Enterprise: Starting at $199 per agent per month, with full functionality and support for large organizations.
  • Custom solutions are available for businesses with unique needs.

Trial or Free Plan:

  • Zendesk offers a 14-day free trial, allowing businesses to explore all the Suite’s features before committing financially.

25. Zoho CRM

Zoho CRM is a cloud-based customer relationship management platform designed to help businesses of all sizes manage their sales, marketing, and customer support processes. This comprehensive solution includes features like lead management, contact management, workflow automation, and analytics to provide a seamless and efficient experience for managing customer relationships. With its user-friendly interface and customizable options, Zoho CRM is an excellent choice for businesses looking to streamline their customer management processes.

Features:

  • Lead Management: Automatically capture, track, and nurture leads through various channels.
  • Contact Management: Keep all customer data organized and up-to-date in one central location.
  • Workflow Automation: Automate tasks and notifications to improve team productivity and efficiency.
  • Multi-channel Support: Connect with customers through phone, email, chat, social media, and more.
  • Sales Forecasting: Use data analytics to predict sales trends and make informed business decisions.

How to Integrate:

  • Create an account on the Zoho CRM website.
  • Customize your settings, including lead capturing, workflows, and customer support channels.
  • Using Zoho’s API or marketplace apps, import your existing customer data or integrate it with other business tools and services.
  • Train your team on using the CRM effectively to manage customer relationships.
  • Utilize advanced features like sales forecasting and analytics to improve decision-making.

Pros:

  • User-friendly interface makes it easy for teams to adapt and use the platform.
  • Offers comprehensive features for managing sales, marketing, and customer support processes.
  • Highly customizable to fit specific business needs.
  • Supports integration with a wide range of apps and services.

Cons:

  • The free version has limited features, making it suitable only for small teams or businesses.
  • The cost can add up quickly when adding multiple users or advanced features.

Pricing:

  • Free: Provides basic features for up to 3 users.
  • Standard: Starting at $12 per monthly user, including more advanced features and customization options.
  • Professional: Starting at $20 per user per month, offering advanced analytics and sales forecasting tools.
  • Enterprise: Starting at $35 per user per month, with full functionality and support for large organizations.

Trial or Free Plan:

  • Zoho CRM offers a free version for up to 3 users, allowing businesses to try the platform before committing financially. It also provides a 15-day free trial of its paid plans. 

What is the Use of Box?

Box is a cloud content management and file-sharing service for businesses of all sizes. It enables secure storage, sharing, and management of files online, boosting collaboration and productivity. Users can centralize content on one platform, accessible anytime, anywhere, on any device.

The platform offers secure file sharing, collaboration tools, and integration with over 1,500 apps like Office 365, Slack, and Salesforce. It also features advanced security, compliance, and unlimited storage plans to support growth.

To get started, sign up on Box’s website, upload files, collaborate with your team in real time, and manage content using features like file versioning and password protection. Box also integrates with other apps to streamline workflows.

Box supports efficient remote collaboration, secure storage with encryption, and generous storage plans. Its complexity and the cost of advanced features may deter new users and small businesses.

Pricing ranges from a free Personal plan with basic features to enterprise-level Business plans starting at $5 per user per month. A 14-day free trial and a free Personal plan are available for higher-tier plans.

User reviews praise Box for its collaboration tools, security, and extensive integration capabilities, making it a comprehensive solution for team and organizational content management.

Learn more about the Use of CRM and how you can leverage it for your business. 

What is the Use of Box?

Box Cloud Content Management is a secure platform for businesses to manage, share, and store files in the cloud. It serves the dual purpose of facilitating easy access to documents, media, and other digital assets from anywhere, anytime and ensuring that this content is protected through robust security measures. This combination of accessibility and security makes Box an invaluable CRM Software tool for teams collaborating remotely and businesses looking to streamline their content management processes without compromising data integrity.

The platform’s integration capabilities are essential, allowing users to connect with over 1,500 apps, including popular ones like Office 365, Slack, and Salesforce. This facilitates seamless workflows and enhances productivity by enabling users to work within a single ecosystem for most tasks. Furthermore, Box offers advanced features such as file versioning, password protection, and encryption, ensuring that all stored content is not only accessible but also secure. The service’s flexible pricing plans, which range from a free Personal plan to enterprise-level Business plans, underscore its scalability and ability to cater to a wide range of business sizes and needs.


What is the Importance of Box CRM Integration?

Integrating Box document management into a Customer Relationship Management (CRM) system like Zoho CRM is critical for businesses seeking to optimize customer engagement and operational efficiency. This synergy enhances the seamless management, access, and sharing of documents within the CRM ecosystem, directly impacting sales and customer service operations.

Integrating Box with a CRM empowers sales and support teams with real-time access to the latest documents, proposals, contracts, and customer communication. This accessibility ensures that every team member is on the same page, eliminating data silos and fostering collaboration. As a result, businesses can offer more personalized and responsive customer service, tailoring interactions and solutions based on comprehensive, up-to-date customer data and documents.

It streamlines workflow and document management, significantly reducing the time and effort spent on manual data entry and file management. Automating these processes minimizes the risk of human error and enables teams to focus on more strategic tasks that add value to the customer relationship.

Who Uses Box CRM Integrations?

Sales teams, marketing departments, customer support units, and project management groups across various industries widely use box CRM integrations. The integration finds its most valuable application within businesses that prioritize effective documentation management, seamless collaboration, and enhanced security in their customer relationship operations.

Sales teams, for instance, employ Box integration to streamline the sharing and management of sales documents such as contracts, proposals, and quotes. This ensures they can quickly respond to client inquiries and update sales materials in real-time, accelerating the sales cycle and improving win rates. Marketing departments utilize the integration for organizing campaigns, tracking analytics, and collaborating on content creation, making it easier to maintain brand consistency across all touchpoints. Customer support units leverage it to access critical customer information and history, enabling them to provide tailored support and improve customer satisfaction. Lastly, project management groups use Box integration for its robust file-sharing and collaboration tools, facilitating efficient project execution and team coordination by ensuring all members can access the latest project documents and schedules.

Why Integrate CRM Apps with Box?

Integrating CRM applications with Box is imperative for businesses aiming to amplify customer relationship management by bolstering operational efficiency, enhancing document security, and streamlining collaboration across teams. This integration substantiates a centralized platform where all client-related documents—from contracts and proposals to communication logs and marketing materials—are effortlessly accessible, securely stored, and easily manageable within the CRM environment.

This synergy significantly improves data reliability, enabling teams to make informed and timely decisions that drive customer satisfaction, retention, and loyalty. Integrating CRM with Box can ultimately streamline workflows and elevate team productivity by automating manual tasks like data entry, email attachments, and document version control.

What are the Benefits of Box integration?

The benefits of integrating Box into CRM systems are manifold. It offers enhancements in efficiency, security, and collaboration that are crucial for maintaining a competitive edge in today’s fast-paced business environment.

  • Centralized Document Management: By storing documents in Box and linking them to CRM records, businesses can centralize their document management, making it easier for teams to find, share, and collaborate on documents.
  • Enhanced Security: Box’s advanced security features, including encryption, password protection, and comprehensive access controls, extend to documents managed within CRM systems, ensuring sensitive information is securely stored and shared.
  • Improved Efficiency and Productivity: Integrating Box with CRM systems automates updating and sharing documents, reducing manual tasks and allowing teams to focus on more strategic activities that drive business growth.
  • Better Collaboration: With real-time access to the latest versions of documents, teams can collaborate more effectively, ensuring everyone is working from the most current information and reducing the risk of errors or duplications.
  • Seamless Integration with Other Apps: Box’s ability to integrate with over 1,500 apps means that CRM systems can work seamlessly alongside other essential business tools, streamlining workflows and reducing the need for switching between platforms.
  • Greater Mobility: Access to documents from anywhere, on any device, is a fundamental advantage of Box, ensuring sales and customer support teams can operate effectively even when away from the office.
  • Enhanced Customer Experience: With immediate access to relevant documents, businesses can provide more personalized, efficient service, improving customer satisfaction and loyalty.

What are the Challenges of Box Integration?

Despite the numerous advantages of integrating Box with CRM systems, businesses may encounter challenges during and after the integration process. These challenges can impact the smoothness of the integration and the efficiency of the operations post-integration.

  • Compatibility Issues: Ensuring that Box integration is fully compatible with the existing CRM system can be challenging, especially if the CRM is a custom solution or an older version not designed with modern API integrations in mind.
  • Data Migration Complexities: For businesses transitioning to Box from another document management solution, securely and accurately migrating large volumes of data can present logistical and technical difficulties.
  • Training and Adoption: Getting all team members up to speed with the new system and ensuring consistent use can be a significant hurdle, particularly in larger organizations with employees accustomed to legacy systems.
  • Regulatory Compliance: Navigating the regulatory landscape, especially for industries subject to strict data protection and privacy regulations, can complicate the integration process. Ensuring that Box and the CRM system comply with these regulations is vital.
  • Cost Implications: While integrating Box with a CRM can lead to long-term efficiency gains, the initial setup, subscription fees, and potential need for custom development work represent significant costs that businesses must consider.
  • Ongoing Maintenance: Like any software integration, maintaining the connection between Box and a CRM system requires ongoing attention, including software updates, security checks, and troubleshooting issues.

How to Choose the Right CRM for Box Integration?

Choosing the right CRM for seamless Box integration involves a strategic process to ensure that the CRM meets your current business needs and is compatible with Box’s features. Below are key steps and considerations to guide you in selecting an appropriate CRM system:

  • Identify Your Needs: List the specific features you need from a CRM, considering your sales process, marketing strategies, customer support, and any unique aspects of your business operations.
  • Assess Compatibility with Box: Research whether the CRM systems you are considering offer native integration with Box or support API connections that can be used to integrate Box functionalities.
  • Evaluate Security Features: Verify that the CRM has strong security measures aligning with Box’s security standards, ensuring your data remains protected across both platforms.
  • Consider Scalability: Choose a CRM that can grow with your business, considering user limits, storage capacities, and the ability to add more features or integrations in the future.
  • Examine Integration Capabilities: Look into the CRM’s existing integrations beyond Box to ensure that it can seamlessly fit into your broader tech ecosystem without creating silos.
  • Review Customer Support and Training Resources: Ensure the CRM provides comprehensive customer support and training resources to facilitate smooth adoption and troubleshooting.
  • Analyze Costs and ROI: Evaluate the total cost of ownership, including subscription fees, integration costs, and any custom development required. Consider this against the potential return on investment through improved efficiency and productivity.
  • Request Demos or Trials: Before making a final decision, request demos or free trials of the CRM to test its integration with Box and assess its usability and effectiveness in real-world scenarios.

What are the Best Practices when Using Box for Integrations?

To ensure a successful and efficient integration between Box and CRM systems, businesses should follow these best practices with CRM:

  • Plan Ahead: Careful planning before integration can prevent unexpected challenges and ensure a smooth transition.
  • Ensure Compatibility: Before choosing a CRM system, verify that it is fully compatible with Box to avoid technical difficulties during or after the integration.
  • Train and Educate Users: Provide comprehensive training for all employees using the integrated system to ensure consistent use and maximize its benefits.
  • Maintain Regular Communication: Close collaboration between the IT team, CRM provider, and Box representatives can improve the integration process’s efficiency and address any issues promptly.
  • Monitor Performance Metrics: Track performance metrics and gather user feedback to identify improvement areas and ensure the integration meets your business objectives.
  • Regularly Update Software: Keep both Box and the CRM system up to date with software updates to maximize security, efficiency, and compatibility.

Can Box Integration be Used for Lead Generation?

Yes. Box integration can significantly enhance lead generation efforts for businesses. By leveraging Box’s robust document management and collaboration capabilities with a CRM system, companies can more efficiently capture, store, and analyze lead information. This synergy allows for the seamless sharing of marketing materials, proposals, and contracts, ensuring that sales teams have immediate access to the most up-to-date documents.





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