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CRM Add-Ons: Four Types

If you’re considering a new CRM system for your organization, as part of the evaluation and selection process, you may have discovered a host of available third-party add-on functionality for CRM systems.

CRM add-ons range from small utilities to complete productivity applications.

CRM Add-ons

Not all add-ons require additional payment. For example, third-party vendors often provide free apps to connect CRM to their platforms.

Here are four general types of CRM add-on functionality:

1. Free Native Functionality

These are entirely free CRM add-ons that developers release for various reasons. Native means that the functionality runs entirely inside the CRM system.

Sometimes, vendors will offer these apps as loss leaders in order to subsequently market paid products.

In other cases, developers will post free apps out of altruism or a desire to be recognized — they’ve come up with something useful and want to share it with the world.

2. Paid Native Functionality

This type of CRM add-on typically provides a comprehensive set of incremental functionality within a CRM application.

Examples are project management, accounting, commission tracking, and CPQ apps.

Since these are essentially entire applications within a CRM, the vendors typically charge standard app prices.

3. Free Integration Between CRM and Standalone Apps

Third parties offering products that run in a separate environment from CRM (i.e., non-native applications) often provide their integration packages for free.

For example, email marketing, marketing automation, and eSignature vendors generally do not charge extra for packages that integrate with CRM systems.

4. Paid Integration Between CRM and Standalone Apps

When third-party integration packages are developed by integration vendors rather than by the CRM or a third-party ISV, an additional fee applies to the integration itself.

Sometimes, the add-on product ISV will charge extra for the CRM integration with their product. In these cases, three different payment streams are associated with CRM, plus a third-party app.

For specific business requirements, evaluating CRM add-ons is critical to the overall evaluation process.

For example, ensuring the selected CRM system integrates seamlessly is essential if a marketing automation system is already in place. In other cases, the evaluation of CRM add-ons can be part of a later phase.

Example App Marketplaces

SalesforceMicrosoft Dynamics 365HubSpotSugarCRMCreatio
Marketplace Name & URLAppExchangeMicrosoft AppSourceApp MarketplaceSugarCRM MarketplaceCreatio Marketplace
Ecosystem Scale (Approx. # of Apps)9,000+20,000+ (Total AppSource) ~1,900+~350+~480+