What is a CRM system?
A CRM, or customer relationship management system, is a tool which assists in managing your company’s interactions and communications with customers. The overall goal is to make it so that you spend less time and money speaking to your customers, while also offering customers quick service and help with solving their own problems.
The best CRMs combine features for handling your contacts, giving out technical support, improving your marketing, automating processes, organizing your support team and bringing in more sales.
The best part is that you generally don’t need any technical knowledge to implement the highest quality CRMs, because they either provide a direct Shopify app for one-click integration, or they simply offer a little code or integration steps for the combination. Regardless, seven CRMs standout when it comes to integrating with Shopify, so continue reading to find out which ones is the best CRM software.
Benefits of a CRM System for Ecommerce
To start, a CRM has a wide range of benefits such as:
- Better cross-selling opportunities – a CRM system is fantastic for storing details on your customers purchasing habits. The more you can uniquely target your customers on their interests, the higher your conversions and average orders will be
- Improved relationships – the results of that higher conversion rate is because your customers now feel that you know them and appreciate their interests. This will help form a strong bond and turn them from customers to ‘fans'
- Stronger working relationships – whether we are talking about the web developer or the business owner everyone in the company should be a ‘marketer'. Giving access to the CRM to every member of your team, regardless of job role is a great way of having your workforce better understand your customers and in turn strengthing working relationships
- Improvement in efficiency – giving access to everyone in your company will help you dramatically improve efficiency. If somebody orders over the phone rather than the web, are you having someone record these? Are your returns team tracking what items customers didn't like?
- Analytical Data improvements – a CRM system enables you to have a wealth of information at your fingertips. The majority of CRM's offer you the option to personalise your dashboard so you can tap into customer information, sales goal reports and identify untouched opportunities. For example, with just a few clicks you can export a list of customers who haven't purchased in a few months and quickly send them an email offering a welcome back discount
- Automation of admin tasks – having your employees focus on sales is the most important aspect of your ecommerce business. Small admin tasks such as reporting, email marketing and even some legal issues are all jobs that can be completed by a CRM system. As well as sales, focussing on new opportunities and customer pain points is vital and a good CRM gives you that time
- Cost savings – the initial cost of a CRM can seem like an investment, but the return of investment over time is astounding. Better understanding your customers, as well as which products are performing and underperforming along with identifying new products will only improve the revenue of your business
For the last few year we've reviewed (and revisited every few months) all major ecommerce platforms and shopping carts and grade them in this chart.
There were quite a few changes in the chart in the last few months, but Shopify (see more Shopify reviews) has been the #1 ecommerce platform from the very beginning of this blog, and it managed to stay there by constantly improving its structure and remaining at the forefront of the ecommerce industry. They’ve recently launched their enterprise level solution so if you’re an established business with lots of products, clients and traffic, check out my Shopify Plus review.
It's easy of use, the array of fantastic templates, competitive pricing and scalability ensure that Shopify isn't just a platform for beginners but one that can match you as your business grows.
Another fantastic element of Shopify is the app store. The number of integrations that you can easily add to your store to supercharge your business is fantastic. The choice of email programs, loyalty options and sales funnel tools can solve everyday problems, but none of these are as important as CRM software. Here we have listed the 7 best CRM software that you can use with Shopify.
The Best Ecommerce CRM Software that Integrates with Shopify
Best Shopify CRM: HubSpot CRM
It wasn’t until May 2018 that HubSpot saw the need to introduce their own specialized app for Shopify merchants. And so, the HubSpot integration was published on the Shopify App Store to provide a variety of tools for enhancing sales and marketing processes. Since then, the integration has availed all Hubspot apps, including the well-renowned HubSpot CRM .
Now, one of the reasons the CRM is so popular is this- it’s completely free, regardless of how long you use it.
In essence, the HubSpot CRM is a system that allows you to set up your own unique product workflow pipelines that correspond to the orders on your Shopify online store. Additionally, it combines email tracking, deal pipelines, and lead generation functionalities to facilitate convenient management of sales processes.
While any merchant can comfortably leverage HubSpot CRM, it’s particularly ideal for online stores offering customized products.
That said, the contact management process here is fairly easy and pleasantly intuitive. Even beginners should be able to set up and organize contacts effortlessly, plus follow up on the subsequent insights- including all site activities by the respective leads.
One aspect that comes in handy here is HubSpot’s automation engine. The CRM app will automatically import the particulars of your new Shopify customers, and then save them as contacts, complete with their corresponding orders and sales details.
Well, it doesn’t stop there. HubSpot CRM goes beyond that to provide complementary capabilities you won’t find on other free CRM tools. In simple terms, it systematically auto-populates the contact profiles with additional intel, including their social specifics and associated companies.
There are no hidden terms here. Hubspot CRM comes completely free of charge, and you get to take advantage of its email marketing, deal pipelines, plus contact and lead profile management features. Additionally, upgrading to a paid account to get access to more increased features.
Sounds pretty attractive, but it runs out there’s a caveat. You see, although Hubspot CRM is significantly more powerful than most of its free competitors, the sad truth of the matter is- it cannot match up to the bulk of the premium options on our list. And the principal drawback is the lack of features like marketing automation and workflow management.
But, there’s hope in the form of supplementary apps. Hubspot offers extra functionalities through its Sales, Marketing and Services Hubs. However, although each of them has a free plan, advanced features start at $50 per month.
Read our HubSpot CRM review.
Best Shopify CRM: SendinBlue CRM
Considering it was founded in 2012, SendinBlue happens to be one of the newest platforms on our list of the best CRMs that integrate with Shopify.
But, make no mistake about it. SendinBlue has deservedly earned its place in the league of the best marketing and CRM automation solutions in the market. This has a lot to do with the fact that SendinBlue packs all the essential tools you might need to create and customize automated email marketing campaigns, transactional emails, SMS marketing campaigns, Facebook ads, landing pages, plus on-site chat campaigns.
In fact, SendinBlue at the moment processes over 100 million emails per day. Its account-base of more than 80,000 users get to engage their leads through cleverly-triggered campaigns that ride on the leads’ shopping activities, web behaviors, email engagement, and contact data.
You can set up and customize all these parameters via SendinBlue’s flexible workflow editor, which is capable of accommodation even advanced automation sequencing without any difficulties. Hence, might want to proceed with a workflow that not only awards scores, but also adapts to your contacts’ needs, as well as tracks them through the sales funnel.
What’s more, SendinBlue is exceptionally handy in sending transactional emails. These are the special confirmation messages that usually accompany successful transactions. So, you could take advantage of them to drive additional engagement and perhaps trigger repeat purchases.
Another thoughtful feature you might want to try out is SendinBlue’s “Send Time” optimization. And just like the name suggests, it sets your messages to launch at the best possible times based on the performances of previous campaigns.
Sendinblue’s quick ascension to the top is partly attributed to its rather generous pricing. You’ll find up to 6 reasonable price points to choose from, with the cheapest being a free plan that packs a host of decent features. It grants you a workflow editor that holds up to 2,000 contacts, along with a sales CRM tool, advanced segmentation, SMS marketing, transactional emails, and real-time reporting. Then, get this- you also get to host an unlimited number of contacts.
The only major problem will be SendinBlue’s limited email sends, which only extend as far as 300 per day on the free plan. Thankfully, however, an upgrade will cost you only $25 per month and it’ll remove the daily limit while, at the same time, capping the monthly email sends at 40,000.
Then for supplementary A/B testing capabilities, advanced statistics and 60,000 email sends per month, you could purchase the subsequent package for $39 a month. Otherwise, 120,000 email sends per month will cost you $66 a month, while the 350,000 limit package goes for $173 a month.
All things considered, therefore, SendinBlue is ideal for small businesses that are keen on expanding their contact base as much as possible while, at the same time, nurturing the resultant leads via omnichannel campaigns that combine email with SMS, on-site chat, Facebook ads, retargeting, and landing pages.
Read our SendinBlue review.
Check out our SendinBlue pricing guide.
Best Shopify CRM: Freshsales
Freshsales is one of the better-known sales CRM solutions on the market today, designed specifically to help you track end-to-end sales journeys.
Part of the comprehensive “Freshworks” ecosystem, Freshsales combines everything from contact and account management, to contact lifecycle stages, built-in chat and email, and sales sequences. Depending on the package you buy, you can access everything from AI-powered insights into your deals, to chat and WhatsApp Business campaigns.
Freshsales also offers access to automatic profile enrichment, which essentially means your AI solutions can add to your CRM profiles as they learn more about your target audience. Despite this highly advanced functionality, Freshsales doesn’t lose its ease of use.
The Freshsales system is easy to use on its own, or you can integrate with your existing Shopify ecosystem to help track more of your sales interactions.
Freshsales can also integrate with the rest of the Freshworks environment, so you can implement all kinds of collaboration and communication features depending on your distinct needs. There’s also custom reporting and dashboards for tracking your results.
There’s a free version of Freshsales available for beginners, but this only gives you basic contact lifecycle stages and contact management. For more extensive tools, you’ll need to upgrade to the £12 per month per user package, which includes predictive scoring and sales sequences.
You can also access the more advanced “Pro” package for £29 per month with chat campaigns and next-best action insights. Alternatively, upgrade all the way to the Enterprise service at £55 per month with AI-based forecasting, and a dedicated account manager.
If you like, you can also add extras like CPQ for branded invoices, quotes, and onboarding documents all in your Freshsales environment.
Best Shopify CRM: Metrilo
Metrilo is an all in one Ecommerce Analytics, CRM and Email marketing platform. It integrates quickly with Shopify, and it just takes a few clicks to get the app fully installed on your ecommerce store. It also has the ability to sync with your historical data and displays all your customers and orders in the system.
The CRM includes detailed information about your customers and visitors, including on-site behavior, revenue, orders, sessions, contact info, tagging, filtering, segmentation, etc. It also offers a powerful behavior tracking feature allows you to segment your customers with the help of more than 30 pre-set filters.
You can easily identify high spenders, loyal customers, idle ones, deal hunters and more.
Thanks to all this data, Metrilo enables you to engage and retain your existing customers, thus increasing your profitability. The Retention Analysis tells you what channels, campaigns and periods bring the most loyal customers. The in-built email and automation let you reach people directly.
It grows with the needs of the company. For beginners, the Essential plan gives you analytics, then comes the Pro plan with customer database and retention analysis, and if you prefer to use one tool to operate the vast majority of your business then Metrilo Premium is ideal. They do have a free trial and annual billing saves you a two-month worth.
Best Shopify CRM: Endear
Endear works with over 800 online and physical stores worldwide to simplify employee and client management. They offer a cloud-based solution for cross-channel customer management. Here all customer data is compiled into a localized repository so that your team can access up-to-date customer info. It breaks down customers by purchasing behavior, orders, and spending to give you an insight into how your omnichannel efforts are performing.
Another great benefit of Endear is its built-in messaging system. This enables businesses to send branded and personalized messages across email, SMS, and WhatsApp. You can customize these messages with user names, recently ordered products, and team member information. Not to mention, you can send these notifications in bulk. You can also ensure all communications boast your signature style, colors, and logo. This goes a long way to ensure a consistent and professional brand visual.
On top of that, you can also use the messaging system to upsell customers with relevant, data-driven product recommendations. In addition, you can use Endear to automatically send purchase reminders, order confirmation, and thank you messages.
The messaging system works two-way so that customers can keep in contact with your team. You get a shared inbox that displays all messages across all your communication channels, allowing for smoother team collaboration. Also, to better manage operations and ensure the best possible customer service, you can assign team members specific customers, tasks, and roles.
You'll also benefit from analytics on your team and individual employee performance. For example, you can track sales across channels, set sales goals, and get deeper insights into customer profiles.
Lastly, you can extend the functionality of Endear CRM by using a variety of integrations. For example, they have integrations for POS, customer service, marketing, and more.
Endear has four paid plans, all of which are priced per store, per month. The Starter package begins at $60 and is designed for small teams looking to better track their omnichannel sales and customer profiling.
The higher-tier plans begin at $144; these come with advanced email automation, employee permission settings, and analytics.
There's also an Enterprise plan, set at a custom price. This provides access to a dedicated account manager and priority support.
Best Shopify CRM: Salesforce
Salesforce is one of the most popular and best CRM software solutions used by online businesses, and it has a few options for you to integrate it into your Shopify store. To begin, the Shopify App Store is filled with additional solutions that integrate with your current Salesforce system. So, technically, you would still keep your Salesforce CRM separate from your Shopify store, but these assist in bringing the functionality a little closer to your online shop. For example, you can implement the Zopim Live Chat app, which connects with Salesforce for syncing those chats with Salesforce.
You may also want to try the TradeGecko app, an inventory management tool that also combines with Salesforce to create a seamless integration. That said, Zapier offers a “Zap” for integrating Salesforce with Shopify to automate some of your tracks while working with the CRM. With this combination, you can keep track of Shopify customers in Salesforce, add customers as contacts and keep track of the products they’ve bought without having to jump between Salesforce and Shopify.
Between Salesforce and Shopify you can connect over 400 more integrations to take your business to the next level. Salesforce is seen as one of the world's most innovative companies and is always at the forefront of new ideas.
The initial part of understanding and using a CRM can be difficult, however by using ‘Salesforce Trailhead' which is their online training platform as well as access their every expanding community means you will always have an answer to a question.
Salesforce has a so much flexibility with their pricing. Starting as low as $25 a month for their out of box package, right up to $300 a month. If you really want to make the best use of Salesforce we would suggest the Lightning Enterprise package, this gives you much more power in regards to managing and finding lead opportunities.
Best Shopify CRM: AgileCRM
A fantastic alternative to Salesforce, AgileCRM has been quietly going under the radar and built up a fantastic reputation. A great option for starters due it's very competitive pricing, it offers a great selection of tools which can be found on other CRMs for a fraction of the price.
AgileCRM allows you to track sales, use it as a contact management system as well as offer a sophisticated marketing automation platform for just $9 a month. In order to have it integrate it with Shopify, you will need to be on the Enterprise package which is $48 a month.
Perhaps AgileCRM's best feature is its helpdesk option which is available on the 'Regular' $30 a month package. Great customer support can elevate your business to the next level, Agile's ticketing tool enables you to identify critical issues within your team and reduce attrition. You can also group issues to help you identify any recurring problems.
AgileCRM is a fantastic option if you are just starting out with CRM. Their prices are very accessible and customer support is fantastic, this is especially important as there is always a big learning curve when it comes to CRM.
Best Shopify CRM: Zendesk
Zendesk is the biggest challenger to Salesforce for the CRM crown and one of the best CRM software options in the market. They are used by over 200,000 companies including some big hitters such as Groupon, Airbnb and Uber. It's functionality enables it to match you as your business grows.
Zendesk enables your business to build a FAQ or knowledge base which looks to address the issue of repetitive questions. What this does is takes some of the workload off your support team as a lot of the process will be automated.
One feature that means that Zendesk is possibly more suitable for larger businesses is that you can build an online community where your customers can ask questions and have their queries answered. This allows your customers to work as your support team answering questions on issues such as delivery, product sizes and fit.
Due to its target market and functionality Zendesk is at the more pricier end of the market. Custom reporting, AI-powered predictions and customer support are all available on the Enterprise and above package which comes in at $125 a month.
Engagebay provides a full set of tools for growing your enterprise, startup, or small business. It combines features to help you with sales, marketing, and customer service into one centralized platform. From here, you can handle lead generation, business automation, email marketing, and more.
Despite everything it does, Engagebay keeps things simple so you can get right into it. Engagebay comprises three core products, which you can subscribe to on their own, or as a bundle:
- Marketing Bay
- Sales Bay
- Service Bay
Each comes with features designed to automate your workflows. They're built to work together, so you can combine two products or all three.
Engagebay empowers you to capture leads via live chat, web pop-ups, and contact forms, which you can then nurture using email marketing automation. You can even score leads based on how likely they are to become future customers and engage with them across multiple channels. But despite Engagebay's omnichannel approach, your sales team gets a complete 360-degree view of each customer, no matter how many channels the customer uses.
Suppose you’re looking for the best eCommerce CRM solution that goes the extra mile. In that case, Engagenay might be a great Shopify integration for you. Whether you’re a small business or already raking in thousands of contacts, Engagebay is built to scale with you.
Engagebay’s pricing can appear a little complex. It separates its pricing categories first into main features. Beyond this, there are four plans, and you can pay either annually, biannually, or monthly.
We’ll explore the middle ground and list the annual billing pricing (20% savings from monthly) for Engagebay's all-in-one solution.
First off, there's a Free plan. Here you can store 1,000 contacts and send 1,000 branded emails. Upgrading to the Basic Plan for £11.99 per user per month lifts this limit to 15,000 contacts and 10,000 branded emails.
The $39.99 (per user per month) Growth Plan unlocks more contacts and emails as well as marketing automation. And finally, the Pro Plan for $63.99 per user per month unleashes unlimited contacts, goals, web analytics, and phone support.
Small businesses will find the lower-tiered plans perfectly suited to their needs. In contrast, those with a broader reach still have an affordable solution in Engagebay’s Pro Plan. All in all, Engagebay caters to most people's needs.
Best Shopify CRM: Pipeliner CRM
You could argue that the Pipeliner CRM is a little less known than the other solutions on this list, but that doesn’t mean it isn’t a powerful option with solid Shopify integration methods. The full integration comes from the Pipeliner end, so there’s no need to install a Shopify app or look in the Zapier library. The Shopify integration is made available right from your Shopify dashboard, so logging into Shopify happens a little less frequently.
Pipeliner CRM is a local software for Windows or Macs, and it brings you everything from sales reports to lead management tools. You also gain access to opportunity tracking, contact management, sales funnels, social selling and more.
What Piperliner pride themselves on is how easy it is to use. There is a massive learning curve with a lot of CRM systems and Piperliner set themselves in regards to how intuitive it is to use, they are probably the Shopify of the CRM world. Their onboarding experience and how customisable you can make it to your business is a point that gets mentioned a lot with Pipeliner.
Pipeliner CRM is very competitive in the saturated market of CRM. For US-based customers this starts at $35 a month. Pipeliner knows their target market which is small to medium businesses who want a quick visual overview of their businesss and they deliver this expertly.
SharpSpring is another all-inclusive suite that combines marketing automation and sales management tools. The customer relationship management system here is accompanied by email marketing, social media marketing, blogging, web forms, a landing page builder, multi-device tracking capabilities, plus, of course, analytics and reporting.
Although SharpSpring is built to accommodate businesses of all sizes and makes, the one particular group that’s bound to grow fond of its features is agencies. The platform itself is completely rebrandable, and it hands agencies a wide range of tools for managing projects from different clients simultaneously.
Then when it comes to the actual campaigns, you should have an easy time building a custom automation workflow, as SharpSpring provides a visual workflow builder that’s pretty flexible. It allows you to add new leads and score them in real-time, based on how they progressively respond to your nurturing campaigns along the sales funnel.
In addition to that, you get to use SharpSpring’s drag-and-drop interface to manage your deals and opportunities across every critical stage. It grants you a clear birds-eye-view of your entire project, including the leads, along with their information and positions along the sales cycle. Plus, you get to move the opportunities seamlessly, as well as build custom deals based on your overall sales framework.
Another area where SharpSpring has invested quite heavily is landing pages. While most marketing and CRM tools seemingly develop landing page tools like an after-thought, SharpSpring has taken the time to set up a robust landing page builder, plus an accompanying set of elegant and responsive templates.
Hence, you could say SharpSpring is a CRM and marketing platform for agencies that value all-round flexibility.
Starting at $550 a month for 1,500 contacts, SharpSpring is clearly not the cheapest CRM automation tool you could adopt on your Shopify system. And that’s not all. SharpSpring’s accompanying onboarding package for beginners will cost you an extra $1,800.
Now that’s way beyond what most small businesses would be willing to spend on their campaigns.
Fair enough. But, here’s the thing – it turns out that SharpSpring doesn’t restrict its features or the number of users per account. That means you get the entire feature set, plus the privilege of growing your campaign team as much as possible at no extra cost.
A package upgrade only becomes necessary when you exceed your assigned contact volume. And when it comes to that, you could upscale to 10,000 contacts for $850 a month, or instead, pay $1,250 a month for 20,000 contacts.
All in all, therefore, SharpSpring is only economical for businesses and agencies with large teams.
Best Shopify CRM: Nimble
Nimble is another CRM system that uses a Zapier “zap” to sync data between it's tool and Shopify. You’ll also find a cool zap that creates a new contact in Nimble whenever a new order is processed through your Shopify store.
What are the top features from the Nimble CRM? The system provides your standard tools for managing contacts, creating sales funnels and optimizing your marketing efforts, but it offers the unique feature for using social data to drive your CRM. This minimizes your need for data entry, while identifying potential customers through your social networks.
Nimble's USP which sets them apart from other CRM systems is the social media aspect of it. If you're connected to your customers on Twitter, then this allows you to see a wide range of information about them in the blink of an eye, such as their latest tweets so you can work out what sort of things are of interest to them at the moment. Unfortunately Nimble used to be able to link to Facebook, but this functionality has gone now.
Nimble CRM is very well priced and it's one of the more competitive options in the field. It doesn't offer the high-end functionality of a Salesforce or Zendesk but it does the basics well. Great conversation history with customers, excellent integrations with Google apps, plus one of the better mobile app's available in this list.
Best Shopify CRM: Zoho
Lastly in our list is Zoho! Zoho couldn't be further away from a CRM system such as Pipeliner, while it's not very intuitive and nice to look at it offers a lot of great features for the fairly inexpensive price you are paying.
Zoho has a very robust email marketing tool available, as well as some great customisable web forms for gathering leads on your ecommerce website. Their reporting functionality is very robust and one of the best solutions in this list. One particular element that is great about their reports as that you are able to add reports to a ‘favourites folder' which is very handy for quick access.
Zoho has also invested a lot of time into their mobile app option, if you also have a physical store it can be very handy for this. It will tell you what customers are close by, this is particularly helpful if you are running an event somewhere or doing a pop-up event. This could then link to Zoho's email functionality to contact all the customers and leads in the area.
If you are one for networking as well you can scan business cards with the app and this will be automatically uploaded into the CRM.
For what is offers Zoho is very well priced. It may need a lot of customizing during setup but once you have got it set up and learned how to get the most of it it's very useful.
Which is the best CRM solution?
In terms of an easy setup, SendinBlue is the way to go, since it has its own Shopify app, bringing the tools into your Shopify dashboard and preventing you from using any code on your end. However it can be quite pricey, so if you just starting out then perhaps Pipeliner or AgileCRM will be the better option.
Although each of the CRMs provides some sort of integration, along with solid features, Salesforce is still the most robust and affordable (for the number of features) for keeping in contact with your customers and organizing your interactions well. It also has the functionality to expand as your business does, therefore if you serious about e-commerce then we would highly recommend Salesforce as the best CRM software.
Over to You…
If you have any questions about the best CRMs that integrate with Shopify, leave a comment in the section below. Have you tried out any of the CRMs such as Salesforce or Zendesk? What are your opinions on their integrations with Shopify, along with the overall CRM functionality?