Help desk and CRM
A help desk and a CRM in one product
Most teams run support on a help desk and sales on a CRM, then spend time keeping the two in step. CRMSix is both: agents and reps work the same accounts, contacts and history, from $12 per user.
Why one system
One customer record, seen by everyone
No syncing
A case, an email and a deal on the same account are on the same page. There's no integration to break and no duplicate contacts.
Better handoffs
Sales sees open cases before renewing a deal; support sees what the customer bought. Tasks, meetings and notes sit on the same timeline.
One bill
One price per user, monthly or annual, instead of two products with their own tiers, seats and add-ons.
What's included
Everything support and sales need
Help desk
- Cases from email, web forms and live chat
- Queues, assignment rules and Omni-Channel push routing
- SLA milestones and escalation rules
- Knowledge base and public help center
- Customer surveys
CRM
- Leads with one-click conversion
- Pipeline board and list views
- Products, price lists and PDF quotes with approvals
- Quarterly forecasts against quotas
- Email composer with templates and meetings
Platform
- Workflow rules, flows, formula and validation rules
- Custom fields, objects and page layouts
- Single sign-on and an audit trail
- REST API, webhooks and OAuth apps
- AI assistants such as Claude over MCP
Cost
One product instead of two
List prices from each vendor's pricing page, at the lowest plans with SLAs, quotes and forecasting. See the comparison pages below for sources and details.
| Setup | Products to buy | Monthly cost for 6 agents and 4 reps, billed annually |
|---|---|---|
| CRMSix Professional | One | $320 |
| Freshdesk Pro + Freshsales Enterprise | Two | $566 |
| Zendesk Suite Professional + a separate sales CRM | Two | $690 for agents, plus the sales CRM |
| HubSpot Service Hub Pro + Sales Hub Pro | Two | $900, plus $3,000 one-time onboarding |
More comparisons: CRMSix, Zoho, Freshworks and HubSpot · Salesforce · Zendesk · Freshdesk · HubSpot · Help desk and CRM in one