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.

SetupProducts to buyMonthly cost for 6 agents and 4 reps, billed annually
CRMSix ProfessionalOne$320
Freshdesk Pro + Freshsales EnterpriseTwo$566
Zendesk Suite Professional + a separate sales CRMTwo$690 for agents, plus the sales CRM
HubSpot Service Hub Pro + Sales Hub ProTwo$900, plus $3,000 one-time onboarding

See CRMSix with your own cases and deals

A 30-minute walkthrough, set up around how your team works today.