CRM DAILY — YOUR DAILY CRM & GTM INTELLIGENCE
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CRM DAILY TOOLS

Integrations and add-ons worth knowing about

The CRM is the system of record - these are the tools that make it actually useful day to day.

Calendly / scheduling tools

Pairs with: Any CRM

Removes the back-and-forth of booking calls, and most sync straight into activity timelines.

Zapier or Make

Pairs with: Any CRM

Connects your CRM to tools that don't have a native integration - useful glue for smaller stacks.

Gong or Chorus

Pairs with: Salesforce, HubSpot

Call recording and conversation intelligence for teams doing enough calls to justify the cost.

Clearbit or similar enrichment tools

Pairs with: HubSpot, Salesforce

Fills in firmographic data automatically so reps aren't manually researching every new lead.

DocuSign or PandaDoc

Pairs with: Any CRM

Keeps contracts and signatures inside the same record as the deal that produced them.

Slack integration

Pairs with: Most major CRMs

Pushes deal updates into the channels your team already watches, instead of a separate notification feed.