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Top Rated CRM Software with Collaboration Tools in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Collaboration tools enable real-time teamwork, simultaneous document editing, task tracking, and communication within CRM software. They streamline project management, prevent duplication of effort, enhance productivity, and ensure everyone is aligned and informed. Our reviewers in CRM software rated this feature as important.

3 Best CRM Software with Collaboration Tools

See other top CRM products with collaboration tools

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the crm software category. They also needed to have sufficient reviews about collaboration tools, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for collaboration tools based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Airtable logo
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User insights about the collaboration tools feature

Reviewers indicate that Airtable's collaboration tools are highly effective for real-time teamwork and communication. They value the ability to assign tasks, leave comments, and track progress, which enhances team coordination. Users appreciate the seamless integration with other tools and the ease of sharing databases. They find the platform user-friendly, even for those with limited technical experience, and note that it supports various workflows and project management needs. Some mention the cost as a potential drawback for smaller teams.
“Collaboration is a core strength of Airtable. We are able to have multiple users collaborating on the same base in real-time, leaving comments, and assigning tasks to one another. These collaboration features enhance our teamwork and communication.”
TO

Terra O.

Recreation Supervisor

“Allows us to easily share and collaborate on databases, with features such as comments, notifications, and access control settings, This makes it easy to keep everyone on the same page and make sure everyone is up-to-date on changes. ”
Verified reviewer profile picture

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

CRM key features coverage

Airtable offers 5 out of the 6 key features for CRM software identified by reviewers:

Contact Management4.4
Sales Pipeline Management4.4
Lead Management4.5
Workflow Management4.5
Lead Capture
Task Management4.6

Pros and cons based on 2,222 verified reviews

70% of users rated Airtable 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 2,222 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Effective organization tools

Extensive customization options

High flexibility and adaptability

Comprehensive project management

Efficient project tracking

Cons:

Restrictive usage limitations

High cost concerns

Limited formula capabilities

Inconsistent mobile and desktop versions

Challenging user access management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Available

Prices may vary depending on the number of users and features.

User insights about the collaboration tools feature

Reviewers feel that Salesforce Sales Cloud's collaboration tools enhance team communication and coordination, particularly through features like Chatter and Slack integration. They report that these tools facilitate real-time information sharing and streamline the sales process. Users appreciate the ability to collaborate across different departments and external systems, although some feel the tools could be more developed. Overall, they find the collaboration capabilities valuable for improving teamwork and driving revenue growth.
“"Collaboration Tools" in Salesforce Sales Cloud foster teamwork and communication among sales teams. They enhance real-time information sharing, enabling quick responses to customer needs and streamlining the sales process. This promotes a more efficient and coordinated sales effort, ultimately driving revenue growth.”
NA

Naveed A.

Site engineer

“Collaboration tools like Chatter and Slack integration, help teams communicate and share information easily, ensuring effectiveness.”
Verified reviewer profile picture

PRACHI K.

Legal Consultant

CRM key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for CRM software identified by reviewers:

Contact Management4.5
Sales Pipeline Management4.5
Lead Management4.4
Workflow Management4.4
Lead Capture4.5
Task Management4.4

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

ClickUp logo

User insights about the collaboration tools feature

Reviewers appreciate ClickUp's collaboration tools for their ability to streamline teamwork, especially for remote teams. They highlight features like task assignment, progress tracking, and real-time editing, which facilitate efficient project management. Users find the integration with other systems valuable and note the ease of adding team members and external collaborators. While some find the tools complex or unnecessary, many praise the intuitive design and the positive impact on productivity and communication within teams.
“The collaboration tools allow for easy task assignment and tracking. This key feature helps teams work together more efficiently and reduces overall confusion while increasing accountability. ”
Verified reviewer profile picture

Philip S.

Owner

“ClickUp allows our team to work together seamlessly across time zones, shifts, and multiple countries all over the world without missing a beat.”
YM

Yousef M.

MARKETING MANGER

CRM key features coverage

ClickUp offers 5 out of the 6 key features for CRM software identified by reviewers:

Contact Management4.4
Sales Pipeline Management4.3
Lead Management4.2
Workflow Management4.4
Lead Capture
Task Management4.6

Pros and cons based on 4,558 verified reviews

69% of users rated ClickUp 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,558 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Cons:

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Pricing

Starting price:$10 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated CRM Software with Collaboration Tools in 2026

Zoho CRM logo

Customer relationship management solution

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Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

Read more about Zoho CRM

Users also considered
Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

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Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Read more about Bigin by Zoho CRM

Users also considered
InfoFlo logo

HIPAA compaliant case management software

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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Read more about InfoFlo

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

visit website
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Claritysoft CRM logo

User-friendly customer relationship management software

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Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently

Read more about Claritysoft CRM

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

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Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
JobNimbus logo

Be more professional, profitable, efficient, and organized.

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JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Read more about JobNimbus

Users also considered
Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

Users also considered
Mailchimp logo

Email and SMS marketing automation platform

Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

Read more about Mailchimp

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Read more about Salesforce Sales Cloud

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

Read more about HubSpot CRM

Users also considered
Brevo logo

Automation, marketing & transactional email, and SMS service

Brevo is a CRM and email marketing solution that helps businesses run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads. Teams can trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs.

Read more about Brevo

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Read more about Pipedrive

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

LiveAgent is a web-based help desk solution with a built-in CRM functionality and AI features. It manages support tickets from channels like email, VoIP, live chat, and social media. Its CRM platform supports task automation, data organization, and integration with 200+ tools.

Read more about LiveAgent

Users also considered
Any.do logo

A simple and poweful workspace to manage your team's work

Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

Read more about Any.do

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

Read more about Marketing 360

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Kylas Sales CRM logo
Category Leaders

#TheBetterCRM

Kylas is an enterprise-grade sales CRM uniquely designed and engineered for growing businesses. It is built and priced for collaboration, allowing businesses to onboard unlimited users and work seamlessly with their entire team without incurring per-license costs.

Read more about Kylas Sales CRM

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

Read more about NetSuite

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes CRM centralizes contacts, deals, and communications in one cloud platform. Automate tasks, follow-ups, and approvals while gaining visibility through customizable dashboards and analytics. Plans start at $22/user/month with optional modules like CPQ and Workflow Automation.

Read more about Ploomes CRM

Users also considered

Key features for CRM software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers find contact management helpful for organizing and accessing detailed customer information, tracking interactions, customizing fields, and segmenting contacts for personalized engagement. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users value sales pipeline management for its visual representation of sales stages, customizable workflows, forecasting, and tracking progress, which helps in prioritizing and closing deals efficiently. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers highlight lead management's ability to score, track, and nurture leads, automate follow-ups, and provide insights into lead sources, enhancing conversion rates and sales performance. 90% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users appreciate workflow management for automating repetitive tasks, improving efficiency, ensuring consistency, and enhancing collaboration across different stages of sales and customer interactions. 88% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers emphasize lead capture's role in collecting potential customer information from various sources, automating data entry, and integrating with other tools to streamline lead generation and follow-up. 86% of reviewers rated this feature as important or highly important.
  • Task Management: Users find task management beneficial for organizing, assigning, and tracking tasks with reminders and priorities, improving productivity and ensuring timely completion of activities. 85% of reviewers rated this feature as important or highly important.