7 Essential CRM Integrations for Web3 Companies
Business Technology
Explore essential CRM integrations for Web3 companies that enhance customer engagement, automate workflows, and ensure secure data management.
CRMchat.ai: Telegram-based CRM with task automation, bulk messaging, and integrations with HubSpot/Pipedrive. Starts at $28/month.
Breakcold: Social Selling CRM with Telegram and social media tools for managing B2B relationships. Pricing starts at $29/month.
Pipedrive: Flexible pipeline management with integrations for blockchain workflows. Starts at $15/user/month.
Hubspot: Requires customization for Web3 use, offering pipelines and reporting for NFT/token sales. Free tier available; advanced features are costly.
3RM: Telegram-focused CRM with blockchain-powered data management and workflow automation.
Holder: Blockchain-integrated CRM with wallet tracking, on-chain insights, and token-based community tools.
Other Integrations: Tools like Crisp, ManyChat, and Tidio enhance communication, automation, and blockchain compatibility.
Quick Comparison
These tools simplify decentralized workflows, automate tasks, and enhance customer engagement while staying secure and scalable for Web3 projects.
Web3 CRM Tutorial for Marketers & Community Managers
1. CRMchat.ai
CRMchat.ai is a Telegram-based CRM designed specifically for Web3 companies. It combines the familiar functionality of traditional CRMs with the unique needs of Web3 businesses, thanks to its deep integration with Telegram. This setup helps tackle the challenges of decentralized communication and data management common in the Web3 space.
The platform works effortlessly with popular tools like HubSpot, Pipedrive, and Salesforce, making it a great choice for teams that need decentralized workflows but still want access to established CRM systems. Some standout features include Telegram mini-apps, bulk messaging, task automation, calendar integration, custom data fields, and team collaboration tools.
CRMchat.ai offers a free Personal plan with basic features. For advanced integrations and team collaboration capabilities, there’s the Team plan priced at $28/month (billed annually). This setup supports decentralized workflows while simplifying customer relationship management, aligning well with Web3's emphasis on user control over data.
One notable feature is its task management system, which automates deal tracking directly within Telegram. This is especially useful for teams already relying on Telegram for community engagement and operational workflows, allowing them to manage relationships without switching platforms.
2. Breakcold
Breakcold is a Social Selling CRM designed specifically for Web3 companies. It blends traditional CRM features with advanced social media tools, offering a centralized solution for managing B2B relationships and decentralized workflows. This makes it a go-to option for Web3 teams seeking to streamline both sales and social interactions.
One standout feature is its enhanced Telegram integration, which pairs seamlessly with social selling tools to provide a more complete solution for Web3 operations. Additionally, Breakcold connects with over 600 apps via Albato, allowing teams to automate sales and social processes without needing any coding skills.
Its Prospecting Feed adjusts dynamically based on sales pipeline stages, helping teams maintain personalized engagement throughout the customer journey. The platform also offers a virtual assistant for managing budgets and triggers automated workflows, which is particularly helpful for decentralized teams.
"Finally, a tool to build relationships rather than to hit numbers", says Jude C., Founder, emphasizing Breakcold’s focus on meaningful connections over pure metrics.
The pricing starts at $29/month, and there’s a 14-day trial for those who want to test it out.
Here are some key features that make Breakcold valuable for Web3 teams:
Automated Workflow Management: Use Albato’s automation tools to set up custom triggers and actions.
Unified Communications: Handle all social media and messaging interactions from one dashboard.
Contact Intelligence: Track and analyze how prospects engage across different channels.
Pipeline Optimization: Easily monitor and manage deals with a user-friendly sales pipeline tool.
Breakcold prioritizes building strong relationships, making it an ideal choice for Web3 companies focused on community-driven growth and long-term customer connections. It’s a powerful tool for balancing decentralized operations with scalable engagement strategies.
3. Pipedrive
Pipedrive provides a CRM solution that can be tailored to fit the needs of Web3 companies through integrations and custom options. Although originally built for traditional businesses, its task and deal management features make it a solid choice for Web3 teams looking for a structured way to manage customer relationships.
One standout feature is its customizable pipeline management system, which can be adjusted to suit specific workflows. Pipedrive supports integrations with Telegram and Web3 tools via APIs and platforms like Zapier, making it easier to manage decentralized workflows. Teams can also set up custom fields to track wallet addresses and blockchain-related metrics while keeping communication consistent across various channels.
Pricing starts at $15 per user each month, making it a budget-friendly choice for startups and scalable enough for growing teams. With encryption and GDPR compliance, Pipedrive ensures secure handling of Web3 customer data, meeting the needs of decentralized customer management.
Here are a few ways Web3 teams can make the most of Pipedrive:
Set up custom fields to track blockchain-specific data
Automate workflows to streamline decentralized processes
Integrate with key Web3 platforms using APIs
Though native Web3 integrations are limited, Pipedrive's API and third-party tool options provide the flexibility needed for Web3 operations. Its automation features and integration capabilities help simplify decentralized workflows, making it a practical choice for Web3 teams.
Pipedrive also offers extensive support, including live chat and detailed documentation, to help teams quickly set up and customize the system. Regular updates indicate ongoing enhancements that could be beneficial as the Web3 ecosystem grows.
While Pipedrive offers a flexible base for managing decentralized workflows, the next tool, Hubspot, brings more Web3-focused features to the mix.
4. Hubspot
Hubspot primarily focuses on traditional customer relationship management (CRM), but adapting it for Web3 workflows requires significant customization. One key limitation is its lack of native Telegram integration, a crucial tool for decentralized communication in Web3. Teams can, however, use third-party tools like CRMchat.ai to address this gap.
Despite these challenges, Hubspot provides several features that can be tailored for Web3 needs:
Customizable pipelines to track activities like NFT launches and token sales.
Automated workflows useful for managing large-scale Web3 community engagement, though they need manual adjustments for blockchain-specific tasks.
Real-time reporting for tracking blockchain-related metrics effectively.
Hubspot does offer a free tier, but its advanced Enterprise features can be expensive for smaller Web3 startups. For teams willing to invest time and resources into customization, Hubspot's automation tools and scalability can be a strong asset.
That said, for Web3 companies that prioritize native blockchain integrations and decentralized tools, platforms like 3RM may be a better fit. While Hubspot provides a solid foundation, specialized solutions like 3RM come equipped with Web3-specific features right out of the box.
5. 3RM – Telegram CRM for Web3
3RM is a CRM platform designed specifically for Web3 companies, offering seamless integration with Telegram. It combines blockchain-based data management with tools for managing and engaging decentralized communities, making it a go-to option for teams operating in the Web3 space.
The platform stands out in three key areas: task and deal tracking for decentralized teams, automated Telegram communication, and blockchain-powered customer insights. With end-to-end encryption and blockchain technology, it ensures data stays secure while remaining accessible to the right team members.
Here’s what 3RM can do:
Manage Telegram messages directly from the platform
Automate lead generation through Telegram channels
Set up workflow triggers tailored to community engagement
Automate task assignments for distributed teams
6. Holder
Holder is a Web3 CRM and marketing platform that blends blockchain technology with traditional customer relationship management tools. Its standout feature is its built-in blockchain integration, which allows for secure management of wallet addresses and insights from on-chain data.
Holder addresses the unique needs of Web3 companies by focusing on decentralized management. It connects directly with blockchain networks, using smart contract automation to reduce manual tasks while maintaining high security standards.
For community engagement, the platform supports token-based rewards and built-in voting systems, empowering decentralized decision-making. This is particularly useful for DeFi projects and DAOs that prioritize active member involvement.
Its security framework leverages blockchain to store and verify customer data securely. This ensures transparent and secure data access for authorized team members, maintaining trust and reliability in customer interactions.
Holder is designed to scale, offering plans suitable for startups and established blockchain companies alike. While its blockchain-focused tools are highly effective, integrating additional solutions can further optimize Web3 workflows.
7. Additional CRM Integrations
Beyond the core CRM tools, several integrations focus on enhancing specific functionalities like communication, automation, and blockchain interactions. For example, Crisp and ManyChat simplify communication within Telegram, a platform widely used by Web3 communities.
Tidio takes it a step further by combining AI-powered chatbots with customer data management across multiple blockchains. This makes it a strong option for Web3 companies handling complex customer interactions.
Salesforce also brings Web3-specific features to the table, offering insights into blockchain activities and automating tasks tied to smart contracts [3]. Many Web3 CRMs now use smart contracts to simplify operations such as billing and payments.
For teams looking to scale, many of these tools offer flexible pricing models, often based on the number of users. This allows Web3 companies to expand their CRM capabilities as their communities grow. The challenge lies in choosing tools that align with your project's needs while staying true to the decentralized principles of Web3.
These integrations, when paired with the tools covered earlier, highlight the expanding ecosystem of Web3 CRMs tailored for decentralized businesses.
Conclusion
Web3 CRM integrations use blockchain and smart contracts to improve security, transparency, and automate customer management processes. These tools are designed to meet the specific needs of decentralized businesses, making workflows more efficient while staying true to decentralization principles.
For example, Salesforce connects with Ethereum and Polygon to deliver real-time blockchain data, helping businesses gain insights into customer behavior [3]. This shows how established CRM platforms are evolving to support Web3 requirements while ensuring data remains secure and transparent [1][2].
When choosing a CRM integration for your Web3 project, keep these key factors in mind:
Tools like CRMchat.ai and Holder demonstrate how these factors can be effectively addressed. CRMchat.ai, for instance, offers robust integration options and Telegram-based functionality, making it a strong example of how Web3 CRM solutions can combine blockchain technology with traditional customer management [1][2].
FAQs
Which CRM integrates with Telegram?
For Web3 companies relying on Telegram for decentralized communication, certain CRMs stand out by offering direct integration. Telegram plays a key role in the Web3 space, making these integrations essential for managing customer relationships efficiently.
CRMchat.ai is particularly strong in Telegram integration, providing extensive tools tailored for Web3 teams. Starting at $28/month, it connects with over 7,000 apps through Zapier, allowing teams to create personalized workflows for decentralized operations [2].
When selecting a Telegram-integrated CRM, consider factors like native integration, blockchain data support, and automation capabilities. These features help Web3 teams optimize their sales processes, including integrations with tools such as zCal for scheduling and Fathom for recording meetings [4].
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