7 Best CRM For Shopify Integration 2023 (HANDPICKED)

Choosing the best CRM for your Shopify Store? We would love to support you by bringing you the ultimate guide to help you make the perfect choice for your store.

Customers and visitors view your site, generating a pool of data. Their behavior is precious when we consider it for developing better marketing activities after deliberately deducing conclusions from this data. This can be done with the help of a CRM Shopify integration.

This integration will consider e-commerce stores and help you integrate quickly with the customers through the available data.

Shopify CRM will help you generate integrated mail, provide you with session tracking, help you with individual profiles of customers, bless you with automatic tagging, and let you filter your customers.

How We Evaluated the Best Shopify CRM Options

The integration of CRM with Shopify gives you access to data-backed insights into what your leads, prospects, and customers want. CRM software can store and analyze your customer’s shopping behavior. And that helps when you are trying to make marketing campaigns more effective.

We found that HubSpot is the best choice for a CRM with both customer management features and Shopify integration because it is also good at storing information about people in your database and keeping track of their purchases.

With millions of users, Shopify is one of the most popular ecommerce platforms on the web. It’s also one of the easiest to use while providing all of the functionality you could ever need.

Soon after completing the sign-up process, you’ll have access to the tools required to create and run an ecommerce website. Shopify allows you to personalize your design, establish a product catalog, configure prices, payment methods, and taxes, and then add other capabilities through plug-ins or extension modules.

If you use Shopify, you can sell just much whatever you want – physical things and shippable goods, digital products and services, and even start a dropshipping business.

With Shopify’s most popular subscription plan, which is $29 / month, you can try the service for free for 14 days.

Shopify’s ease of use, extensive library of unique templates, cheap pricing, and scalability make it more than just a platform for beginners; it’s a platform that can grow with you as your company does.

The Shopify app store is another beautiful feature of the platform. You will be amazed at how many integrations you can quickly integrate into your store to help you grow your business. Email programs, loyalty programs, and sales funnel tools can all help tackle common difficulties, but none of these are as crucial as customer relationship management software.

Here is a list of the seven finest customer relationship management (CRM) software you can utilize with Shopify.

Best CRMs For Shopify Integration 2023

1. HubSpot CRM: Best Shopify CRM Integration for Custom Product                                         Workflows

HubSpot is the best of the available Shopify CRM. It greatly helps in marketing automation and would solve all of your problems.

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It offers a long list of e-commerce solutions that will ultimately help you to collect detailed and customer specific insights so that you can have your personalized touch and develop a suitable marketing approach. Types of customers can be linked with their order data.

The customers then can be segmented based on their attributes for example, new customers’ products purchased, idle customers, average value of order, etc.

You can also get briefings about the purchase frequency, monetary value, and recency. Using Shopify CRM, you can strategize your marketing campaigns that suit each selected customer segment.

Shopify CRM can also be used to send emails to potential customers about offers, deals, coupon codes and other related information to the potential customers. Moreover, you can also get contact details of the customers and track if the receiver has opened your mail or not.

Hubspot has a lot to offer in terms of customer support and service and will also provide you the details of Optimisation so that you can earn more returns with less efforts.

All in all, HubSpot is a powerful marketing platform with a class lead scoring system and is simple to use.

Top features :

• This is the best marketing tool. It is easy to set up and use.
• One of the features of this product is that it lets you manage contact management, website activity tracking, deal management, tasks, and meeting scheduling.
• Another feature that this product has is pipelines for deals to be made.
• Different properties can be set to help you with your quotes or any other information that needs to be given.
• This software also has features such as landing pages with live chat and automation tools, making it easier for people to buy things from you without doing all the work themselves.

HubSpot CRM Pricing

Starter Plan

The starter plan starts at $45 per month with access to only 2 paid users.

• Pipeline management
• Automated sales process
• Prepare quotes
• Track and assign goals to team members
• Dedicated Dashboard.

Professional Plan

This plan gives access to 5 paid users and costs $450 monthly.

Includes

• Sales Analytics
• Team Goals and Management Progress
• Customize Your Records
• Sales Forecast
• Personalized Outreach at Scale
• ABM Tool
• Configure products online
• Manage Online prices
• Prepare quotes for customers
• Calculated properties
• eSignature

Enterprise Plan

The Enterprise plan costs $1200 per month with access to 10 paid users.

Includes add-ons

• Customize the entire CRM to match business
• Extended Admin Controls
• Advance permissions to users
• Define the roles of users
• Sales analytics
• Playbooks
• Call transcriptions
• Predictive lead scoring

2. ActiveCampaign Sales CRM: Best Overall for Basic Contact Management and email Marketing

It provides endless expandability and integrations. People generally know it is a service for email automation. However, it is pretty much more than that we can now see it as a fool lead scoring Shopify integration that allows you to manage your contacts and can be regarded as a true sales Shopify CRM.

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Not only for digital marketers, it is useful for anyone interested in tracking customer behavior and wants to manage campaigns. Not only this, but it also helps to design emails for your customers, evolve them into a contact list, and to analyze the performance of campaigns with the help of email marketing.

It also has other marketing tools like reporting, lead segmentation, tracking social integration, etc.

It can integrate with customer management softwares and help the sales process by providing tools for managing it. Other CRM functionalities include contact management, pipeline management, drag-and-drop tracking and lead scoring.

ActiveCampaign Top Features :

Advanced Marketing Automation: it’s possible to simplify marketing campaigns with ActiveCampaign’s help thanks to the platform’s advanced marketing automation features. Users are given the ability to develop complex workflows for lead nurturing, audience segmentation, and the triggering of customized actions depending on user behavior with the use of a visual automation builder.

Dynamic Email Campaigns:  The platform’s dynamic content possibilities make it particularly effective for use in email marketing campaigns. As a result, you may send out emails uniquely customized to each receiver’s interests.

CRM and Sales Automation: To increase productivity and conversion rates, the software monitors interactions, rates leads, and automates routine sales chores.

Site Tracking and Behavior-Based Triggers  ActiveCampaign’s ability to monitor website visitor activity and set up automated responses is revolutionary. Customer journeys may be improved by using timely, appropriate communications triggered based on user behavior data.

Multi-Channel Marketing: It supports several channels of communication, not simply email. The platform facilitates cross-channel marketing by facilitating the incorporation of SMS marketing, social media automation, and other methods of reaching your target audience into your campaigns.

ActiveCampaign Pricing:

• ActiveCampaign Lite $9 per month
• ActiveCampaign Plus $49 per month
• ActiveCampaign Professional $129 per month
• ActiveCampaign Enterprise $229 per month

3. Ontraport CRM: Best Overall Small & Medium Business CRM for Shopify Integration

The ontraport CRM is a potent system that helps to build consumer relationships. It works by tracking all the contacts, data engagement and purchases.

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Top Features of Ontraport

Robust Marketing Automation: Ontraport lets firms develop complex workflows and campaigns. From customised email sequences to targeted lead nurturing, this tool improves communication and engagement.

Comprehensive Relationship Management: Ontraport’s CRM solution has advanced functionality. Enterprises can easily manage contacts, measure interactions, and customize messaging depending on user behavior.

Sales Pipeline Management: Ontraport’s easy sales pipeline management lets you track leads and prospects throughout the sales process. This feature improves conversion rates by catching everything.

E-commerce Integration: Ontraport’s capabilities streamline online transactions. This functionality streamlines e-commerce from order management through inventory tracking.

Strong Reporting and Analytics: Ontraport delivers detailed reporting and analytics on campaign performance, customer behavior, and more. This data-driven strategy helps firms flourish by making educated decisions.

Ontraport Pricing :

There are four Ontraport plans to choose from, each with its own features and storage limits. No credit card is required for the 14-day trial period that comes included with each subscription. Plans start at $24/month and go up to $249/month.

All the way from limitless everything to outstanding email and text message automation is included in the base plan. In addition to private IPs, Ontraport allows you boundless email transmission and video hosting. It’s a comprehensive piece of software with the potential to have a major effect on your company.

3. Freshmarketer: Best CRM for Shopify for Multichannel Customer Engagement

The marketing automation platform Freshmarketer has a full integration with Shopify. This streamlines the process of communicating with customers for e-commerce businesses via email, text messages, WhatsApp, live chat, and bespoke bots. Marketing efforts may be amplified by using this tool’s premade landing pages, segmented multichannel campaigns, cart abandonment reminders, and drag-and-drop email templates.

The Freshworks suite of applications, which includes Freshdesk and Freshsales, integrates smoothly with this system. Connecting the marketing, sales, and service departments is what integrations do. Contact information may be shared instantly between applications to boost customer journey tracking and lead conversion.

When it comes to handling orders and accepting payments, Freshmarketer falls short. In contrast, all premium plans in HubSpot CRM may be quoted and paid for in ways that best suit the user’s needs. The monthly cost of using Salesforce is $75 per user. With a paid subscription, you may make agreements, orders, quotes, merchandise, and catalogs.

Top Features of FreshMarketer

• A/B testing, split testing, heatmaps, session replay, funnel analysis, form analytics, journey analytics, surveys, and user feedback are essential to Freshmarketer’s CRO success. These tools help identify and fix errors, improve lead quality, and improve user experience.
• The platform’s drag-and-drop email builder simplifies email campaign design. The Subscriber Preference Center, online forms, Apple Business Chat, Facebook Messenger, and WhatsApp integration enable individualized communication across platforms.
• Freshmarketer goes beyond emails to encompass all interactions. Triggered messages, in-app messaging, and chatbots provide meaningful engagement.
• Website monitoring, transactional emails, predictive contact scoring, the journey builder, custom flows, auto-resolve chat, and IntelliAssign provide a smooth user experience and good interactions.
• Marketing lists, customer segments, event tracking, auto-profile enrichment, and offline event monitoring make segmentation easy and help understand user behavior.
• Freshmarketer delivers basic reports, email campaign statistics, KPIs, and customizable dashboards to measure marketing success and aid decision-making.

Pricing :

Here’s a quick overview of Metrilo’s pricing options:

• Essential Plan: $99 per month
• Pro Plan: $165 per month
• Premium Plan: $249 per month
• Free Trial: 14 days

These pricing tiers offer various features and capabilities tailored to different business needs. Keep in mind that the prices mentioned may be subject to change and it’s recommended to visit the Metrilo website for the most up-to-date and detailed information about each plan’s features and pricing.

4. Zoho CRM:

Zoho CRM is a cloud-based system that aims to meet the varying needs of both small and large organizations. It includes all the necessary tools for efficient client relationship management.

Zoho CRM helps organizations in many ways, including contact management, sales funnels, workflow automation, and AI-powered conversational assistants. This flexible system manages everything from tasks and marketing to sales forecasting and customer care.

In addition, Zoho CRM has powerful reporting and analytics features, which may help you make informed decisions based on your data. Its greatest strength is its unified business environment for integrating more than 500 major business apps.

Zoho CRM is vital to improve connections with customers, streamline operations, and fuel expansion.

Top Features of Zoho CRM:

360-Degree Customer View: Zoho CRM provides a complete picture of each customer’s history, preferences, and wants. This capability lets organizations customize messaging and engagement tactics.

Workflow Automation: Zoho CRM’s workflow automation streamlines repetitive operations and procedures. From lead assignments to follow-up emails, this function is efficient and timely.

Advanced Analytics:  Zoho CRM’s advanced analytics include sales performance, lead conversion rates, and more. This data-driven strategy helps firms make smart decisions and improve processes.

Integration Capabilities: Zoho CRM connects with many business technologies, allowing data to flow easily. This feature improves teamwork, data input, and productivity.

Mobile Accessibility: Zoho CRM’s mobile app lets users access vital data anywhere. This function keeps you connected and informed while monitoring customer data or modifying records.

Zoho Pricing :

There is a free version of Zoho that allows for up to three users, and then there are four subscription plans that run from $14 per person to $52 per user per month, payable annually. Deal and opportunity management, numerous sales pipelines, workflows, sales forecasting, social media tools, and email marketing are some of the included CRM features.

You may save money by purchasing a package if you want consolidated access to Zoho’s sales, service, and marketing platforms. Included in the CRM Plus package are Zoho CRM, Zoho Desk, Zoho Campaigns, Zoho Analytics, Zoho Social, Zoho SalesIQ, Zoho Projects, and Zoho Survey for a monthly price of $57 (paid yearly).

Zoho CRM Flex subscriptions begin at $14 monthly for two users (paid yearly), allowing you to choose a bundle that perfectly suits your needs.

5. Capsule CRM: Best Shopify CRM for Ecommerce Analytics Access

Using Capsule CRM would allow you to manage and store all your data of business relationships in a single place. It helps you to maintain details about vendors, customers, visitors, and sites.

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It can also create customer profiles and add notes and contact history of the customer. It also helps you deliver products to your customers per the assigned delivery dates. It is a user-friendly software and will get well acclimatized with your Android or iPhone.

Access to your Capsule database will let you track bids, deals, and proposals from vendors. It integrates with e-commerce tools such as Zendesk, QuickBooks, G-Suite, and MailChimp.

Top Features of Capsule CRM:

• Capsule CRM’s contact management features are unparalleled. Businesses can better manage interactions and keep track of relevant data with the help of flexible features like custom fields, tagging, and segmentation.
• The software provides a graphical sales pipeline, making monitoring the development of leads and agreements easy. With this improvement, the sales staff is better able to work together, which speeds up the process of completing business.
• Capsule CRM’s task management and scheduling features work together like clockwork. All work related to contacts and deals is automatically synced through this connection and can be accessed with a single click.
• Users may keep tabs on their correspondence using the platform’s built-in email tracking feature. This function simplifies communication logs, making it simple to retrieve past messages while maintaining the original context.
• Capsule CRM’s mobile app keeps employees connected and productive no matter where they are. You may quickly and easily gain access to your contacts, edit any existing data, and organize any pending tasks.

Capsule CRM Pricing :

Capsule CRM has three price options, from $18 to $54. This range assures organizations of all sizes and demands may find a plan. Capsule CRM offers a free trial to let users try the software before committing.

Each price edition offers various features and perks, allowing consumers to pick the plan that meets their needs. Capsule CRM’s price packages are tailored to your needs, whether you’re a small business needing essential customer relationship management solutions or a huge corporation with more complicated conditions.

6. Salesforce :  Best Shopify CRM for Custom Product Workflows

Salesforce is very famous for achieving e-commerce goals. This provides a powerful Shopify integration for achieving goals. It has a very crucial feature that keeps monitoring the various details of the consumer, like the type of product they are thinking of buying at what time.

All integrating Shopify along with the Salesforce CRM, you can easily synchronize essential data like contacts between two e-commerce platforms. Salesforce also helps to create detailed customer personality reports and it also analyzes how many active customers are there. It also explains how much the consumers buy at what rate, and how frequently.

The use of Salesforce CRM and Shopify is so well integrated that it fits all business sizes, whether small, any business or a very large organization. It is so well made that a person can access your CRM with an Android and an IOS.

Top Features of Salesforce

360-Degree View: Salesforce CRM centralizes customer interactions, transactions, and communication history. This comprehensive view helps businesses customize experiences.

Sales Automation: Salesforce excels at sales automation. Users may automate lead creation and opportunity management to save time.

Customization: Salesforce CRM’s robust customization features meet varied company demands. Customizing fields, processes, and interfaces ensures the platform meets specific needs.

Analytics and Reporting: Salesforce provides real-time sales, customer, and trend analytics. Custom reports and dashboards enhance strategy optimization and decision-making.

Integration Ecosystem: Salesforce CRM’s many integrations improve collaboration and data flow with other corporate solutions. This simplifies processes and reduces data silos.

Salesforce Pricing :

Salesforce organizes its offerings into groups it calls “clouds.” Confused about which service to choose for your company? Fed up with ambiguous quotes for business software? We understand that comparing different pricing options might be difficult and expensive. The Salesforce costs are outlined here.

• Sales Cloud is the company’s entry-level customer relationship management solution, costing $25 monthly.
• Online customer assistance on any device and sync with other Salesforce clouds are also features of the $25/month support Cloud.
• The monthly cost of a Marketing Cloud engagement for targeted marketing campaigns is $1,250.
• The monthly fee for this marketing automation software is $1,250 (formerly known as Pardot, the Marketing Cloud’s account engagement pricing model).
• Starting at $100 monthly, Salesforce Quip is a cost-effective solution for remote teams.

7. Agile CRM : Best Shopify CRM for Automated Email Marketing

To assist Shopify e-commerce enterprises in boosting sales and interacting with customers, Agile CRM connects with Shopify and provides powerful marketing automation solutions. An intuitive drag-and-drop interface makes it simple to design complex marketing processes.

The mobile marketing tool can send customized SMS messages to leads, and the platform also lets you plan auto-responders and follow-up messages depending on time or contact activities. Thanks to the CRM-Shopify combination, you may also increase sales with promotions and customer feedback with surveys.

The free plan of Agile CRM doesn’t have an in-app dialer, and some customers have complained that the company’s support staff is unreliable. HubSpot CRM is a good option for those who require a free in-app dialer but want a more dependable customer service tool than what they get with the free version of Salesforce.

Agile CRM’s Key Features:

Agile CRM Pricing

Agile CRM offers pricing plans that begin at $8.99, making it an accessible option for businesses of varying sizes. The platform also offers a free pricing model, allowing users to utilize its features without initial cost. Additionally, Agile CRM provides a free trial, enabling potential users to experience the platform’s capabilities firsthand before committing.

This range of pricing options caters to businesses with diverse needs, ensuring that organizations can select the plan that aligns best with their requirements and budget. Whether you’re looking for an affordable starting point or wish to explore the platform’s features without cost, Agile CRM’s pricing structure offers flexibility and choice.

FAQs Related To Best CRM for Shopify

Why would I need a CRM (Customer Relationship Management)?

For you to run a structured and seamless business a CRM is a must. A good CRM helps companies to manage their customer’s data, sales analytics and personal information in one place. You need to understand your customers by knowing their buying patterns and their preferences. A CRM benefits businesses in: Maintaining reliable sales and operations reports. Helps in upselling. The Automation offers each department in the company to perform better. Makes life easier for the employees as it gives structure to their work. Helps maintain data, notes, metrics, documents, customer contact details and records more efficiently. Helps multiple departments in the business coordinate better.

How can a CRM help boost my sales?

The right CRM will help you in improving customer service, better customer satisfaction and find ways to retain your customers. These tools focus on Knowing Your Customers better hence, you become more invested in ensuring that the your business is done the right way. A proper tool to manage your leads better helps in boosting sales too.

Is there no CRM pre-integrated in Shopify?

Firstly, Shopify is an E-Commerce website and focuses in driving businesses as a whole in a very sales oriented way. It does have a Content Management System but that is nothing compared to a CRM when it comes to managing your business and customers.

Are Mobile CRM Softwares the future?

CRMs that have great Mobile compatibility are definitely the future. These platforms would, however, benefit businesses with physical stores where the point of sales is 1-on-1 between the sales team and the customers. This does not mean that the application of this feature cannot benefit E-Commerce businesses. Opting for a CRM with Mobile compatibility helps your employees to stay on their toes with their tasks and offers a highly efficient team as they can perform tasks on the go.

What has Lead Management got to do with a CRM?

The biggest issue seen in a business with a medium to large sales force is pilferage. Not having a dedicated CRM with quality lead management means many business leads might not be managed efficiently. If you have a systematic way of managing your leads, the employees become more accountable towards their potential clients and tasks.

✅ Does Shopify consist of CRM?

CRM software would basically help you to manage your customer and integrate your customer’s needs. It helps you to gather information about customer’s profile behavior and do an analysis of the same. All this is handy to your Shopifybut CRM will provide you with better tools.

🔥 Does Shopify consist of an API?

It does have it and has an open source language. It allows you to work the way that your client would ask for. And it provides you with a platform where the software would work for you.

💥What can be considered about CRM in the current E-commerce scenario?

CRM is something that would help you to store, collect and analyze customer profiles and derive useful information from it. This data helps in improving business.

⚡Can CRM be considered to be a software?

CRM i.e. Customer Relationship Management is a kind of software that helps you to integrate details of potential customers, help in its interaction and smoothens business process.

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What Are the Most Important CRM Statistics You Should Know in 2023?

• By 2025, revenues in the customer relationship management market are estimated to reach $82 billion.
• 91 percent of businesses with more than 11 employees already utilise customer relationship management software.
• Sales improve by an average of 29 percent for businesses that use customer relationship management systems (CRMs).
• CRM has the potential to increase report accuracy by 42 percent.
• CRM reimburses customers $8.71 for every dollar spent.
• CRM software is widely used by 46 percent of sales teams, according to a recent survey.
• By 2021, artificial intelligence in customer relationship management is expected to create an additional $1.1 trillion in revenues.
• Consumers in the 18-24 age range believe that artificial intelligence (AI) improves their customer service experience.

Via : https://www.grandviewresearch.com/

Shopify CRM

If you are an e-commerce seller and want to grow your business, it makes sense to use Shopify CRM integrations. There are a lot of benefits from using Shopify CRM, like live chat on your website so you can communicate with customers. You can also connect your customer account information with other team members so that everyone can access all the customer information in one place.

Some apps let you search for leads on your website. You can make them into a customer by sending them emails. This is automated, so it saves you time and resources.

What Is The Difference Between Zoho CRM And Shopify’s Native CRM?

Zoho CRM can work on all devices and is easy to use. Paid plans are available, and they offer more storage, analytics, and reporting. Zoho CRM does not require coding for custom features.

Shopify has a free website-based application for their CRM. Paid plans offer extra features such as a customer portal, product inventory, and analytics capabilities.

How Much Does Shopify’s Native CRM Cost?

Shopify has a CRM that you can pay for. It costs more if you have many sales and marketing people. It is free, but it does not work as well as paid versions. But Flow saves time by not needing to do manual work.

Which CRM Is Best for Shopify?

Flow is a good choice if your company has less than 100 people or you just started an e-commerce business. If your company is bigger, HubSpot CRM will be the best option because it offers more features and can grow with you.

What Is The Shopify Native CRM?

Shopify’s native CRM is a CRM system part of the host’s native app. Other e-commerce platforms also have their own CRM systems, such as these:

The different CRM systems offered through e-commerce platforms vary in their features and usability. Shopify has its own system called Flow, which is its native CRM.

What Is Shopify’s Sales Team?

Shopify sales teams are people who work for the Shopify corporation. They come from branches of the Shopify corporation, such as:

Shopify Plus Shopify Enterprise Shopify Partners Shopify App Store. Sales teams are responsible for sales and account management and help manage the company’s customer accounts and related tasks. Sales teams also often contain CRM (customer relationship management) features.

What’s The Difference Between Bigcommerce, Shopify And Zoho?

Bigcommerce, Shopify, and Zoho are top CRM companies. They are all suitable for different things. Bigcommerce is best if you do not need a lot of data in your CRM because it is simpler and cheaper. Shopify is best if you need a lot of data in your CRM because it can gather more information than Bigcommerce. Zoho is best for small businesses using an online platform instead of Web-based software like Shopify and Bigcommerce.

Shopify is a CRM that is tailored for Shopify’s users. It helps you to improve your supply chain processes. This tool from Shopify comes with free videos and tutorials, and it’s easy to use too. But if you want the best tool, you must upgrade it to Shopify Plus which costs money.

Conclusion: Best Overall Small & Large Business CRM for Shopify Integration

The growing technological advancements have given promising tools to business owners to drive their businesses at a better pace and in the right way. With tools like CRMs, you can assign dedicated tasks to each department to achieve better results in your business. Since data now plays an integral role in understanding customers better, CRM helps identify the customer base and their preferences and builds better relationships between the customers and the business.

All the above-mentioned CRMs will be available to you for free of cost. However, HubSpot and ActiveCampaign are among the noteworthy ones. Still, identify your needs and select the best-suited CRM software.

The best Shopify-ready CRM software :

• Mailchimp: Great for retailers and marketers who want no-frills contact management and email marketing. They work with Shopify.
• Zendesk Sell: Good for teams that provide service and ongoing support to e-commerce customers. Recommended for them.
• Zoho CRM: Great for retailers who market their Shopify store on social media.
• Agile CRM: Best option for businesses who want advanced marketing automation campaigns for ecommerce customers
• HubSpot is a perfect tool for e-commerce sites that need to customize product workflows.
• Metrilo is the best Shopify CRM for ecommerce analytics.

The advancement of technology has made everything easy. Reaching out to customers is no way behind in it. So, engage and interact with your customers with the help of these data-driven solutions in the form of software to maintain better customer relationships and develop a satisfied client base.

I hope you like our Best CRM For Shopify Store article. I wish you lots of success while building your excellent Shopify Business.

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