Ever wondered how to manage your customer relationships and streamline your sales process right from your Shopify store? Choosing the right CRM software can transform how we handle everything from customer interactions to order management. With so many options available, finding the best CRM for Shopify can make a huge difference in the efficiency of our online business.
In this article, we’ll explore top CRM platforms that integrate smoothly with Shopify. From popular choices like Salesforce to options like HubSpot CRM, we’ve got you covered with the best tools for boosting our ecommerce game.
Top 12 Best CRM for Shopify in 2024
- Kylas Sales CRM: Best for Growing Sales Teams
- Agile CRM: Best for Project Management Integration
- HubSpot CRM: Best for Automation Features
- Nutshell: Best for User-Friendly Interface
- Zendesk Sell: Best for Order Management
- Brevo: Best for Omnichannel Marketing
- Zoho CRM: Best for Managing Multiple Shopify Stores
- ActiveCampaign: Best for Email Marketing
- Pipedrive: Best for Sales and Inventory Tracking
- Bitrix24: Best for Product List Management
- BIGContacts: Best for Customer Segmentation
- Metrilo: Best for Analytics and Insights
Kylas Sales CRM
Kylas Sales CRM is designed for growing businesses and integrates seamlessly with Shopify, helping streamline sales processes and customer engagement.
Pros & Cons
- User-friendly interface
- Affordable pricing
- Seamless Shopify integration
- Customizable workflows
- Comprehensive features for SMBs
- Limited advanced features
- Customer support can be slow
Our Experience
Using Kylas Sales CRM with Shopify was straightforward. The smooth integration process allowed us to sync our customer data effortlessly. This helped us maintain a cohesive view of our sales and customer interactions.
Kylas offers a customizable workflow that fits our specific business needs. This makes it easier to track leads and manage customer relationships. The interface is intuitive, making onboarding simple for our team.
However, we did notice some limitations, especially regarding advanced features that more flexible CRM systems might offer. Additionally, there were instances where customer support was slow to respond, which could be improved.
Despite these points, Kylas Sales CRM provided excellent value for small and medium businesses looking to enhance their sales processes.
Pricing Plan
Kylas Sales CRM offers a straightforward pricing model. Their “Elevate Plan” is priced at a flat rate of USD 250 per month. This plan includes access to all features and unlimited users, making it a cost-effective option for growing businesses.
They also provide a free 7-day trial, allowing businesses to evaluate the CRM before committing to a subscription. This trial period helps ensure that the platform meets the specific needs of users without any financial commitment upfront.
Agile CRM
Agile CRM offers a comprehensive suite of tools for sales, marketing, and customer service, all within a single platform. It is especially noted for its marketing automation capabilities and built-in telephony features.
Pros & Cons
- Comprehensive all-in-one CRM
- Marketing automation tools
- Integrated telephony feature
- Free plan available for up to 10 users
- Customizable workflows
- Limited customer support options
- Clunky user interface
- Difficult to cancel plans
- Not very customizable, with many plans
- Bugs and performance issues
Our Experience
Using Agile CRM has been somewhat of a mixed bag. On the positive side, its all-in-one CRM solution simplifies our workflow by combining sales, marketing, and customer service tools.
The marketing automation features, particularly the drip campaign builder, make it easier to manage and nurture leads. The built-in telephony lets us make and receive calls directly from the CRM, streamlining our communication process.
However, we’ve faced several challenges. The user interface feels outdated and can be cumbersome to navigate. Customization options are limited, particularly in the lower-tier plans.
We’ve also encountered difficulties when trying to cancel services, and their customer support is less responsive than we would like. The platform can sometimes be buggy, and performance issues have occasionally disrupted our day-to-day operations.
Pricing Plan
Agile CRM offers several pricing plans:
-
Free Plan: Available for up to 10 users, includes core CRM features like contact management, email campaigns, and a help desk. Limited to 1,000 contacts and one plugin or integration.
-
Starter Plan: $8.99 per user per month (annually) or $14.99 per month (monthly). Adds features like two-way email integration, social monitoring, and up to five plugins or integrations.
-
Regular Plan: $39.99 per user per month (annually) or $49.99 per month (monthly). Increases contact limit to 50,000, adds telephony, SMS marketing, and up to 50+ plugins and integrations.
Enterprise Plan: $64.99 per user per month (annually) or $79.99 per month (monthly). It offers extensive features, including custom deal tracks, priority support, and advanced analytics.
To learn more about Agile CRM, you can visit their Shopify Integration page.
HubSpot
HubSpot CRM is an easy-to-use platform suitable for businesses of all sizes. It offers features for marketing, sales, and customer service.
Pros & Cons
- Clean user interface
- Exceptional support staff
- Free tier available
- Strong automation capabilities
- Scales easily with business growth
- It can be expensive for advanced features
- Limited customization in reporting
- High-pressure tactics from the sales team
- Inflexible pricing plans once upgraded
Our Experience
Our experience with HubSpot CRM has been largely positive. The clean interface makes it easy for our team to navigate and use daily. We particularly enjoy the automation features, which streamline many of our workflows and save us valuable time.
One major benefit is the strong support team. Whenever we’ve encountered issues, their staff has quickly assisted us. This level of support has been crucial for maintaining smooth operations.
On the downside, the reporting tool has some limits. Customizing it to our exact needs can be challenging. Additionally, their sales team can be quite aggressive, which is something to be aware of when considering a plan upgrade.
Pricing Plan
HubSpot CRM offers a range of pricing plans to suit different business needs.
- Free Plan: This plan includes basic CRM features like contact management, email tracking, and a limited number of dashboards.
- Starter Plan: This plan starts at $50 per month and adds email marketing, more dashboards, templates, and more.
- Professional Plan: Costs $890 per month and includes more advanced features like marketing automation, content strategies, and custom reporting.
- Enterprise Plan: This plan, priced at $3,600 per month, is designed for large businesses and includes advanced analytics, a broader range of integrations, and higher service limits.
Each plan builds on the previous one, adding more complex and valuable features as the price increases.
Nutshell
Nutshell is an intuitive CRM with strong Shopify integration. It automatically creates Shopify orders as leads and ensures the synchronization of product orders and customer data.
Pros & Cons
- Easy integration with Shopify
- Helpful contact management
- Real-time synchronization
- User-friendly interface
- Limited customization options
- Higher pricing compared to some competitors
Our Experience
We found Nutshell to be quite useful when integrating with Shopify. The setup was straightforward, and we encountered minimal issues during the process.
Nutshell’s user-friendly design made it easy for team members to adapt. The CRM offers an excellent range of features, such as detailed contact management and real-time data synchronization, making it easier to track customer interactions and sales.
However, there are some limitations. Customization options are more limited than those of other CRMs. While its interface is clean and efficient, those looking for highly customized workflows might find it lacking.
Overall, our experience with Nutshell has been positive, especially in enhancing our eCommerce operations through Shopify.
Pricing Plan
Nutshell offers several pricing plans that cater to different business needs.
- Starter Plan: $19 per user/month
- Pro Plan: $35 per user/month
- Enterprise Plan: Custom pricing is available upon request for larger businesses
Each plan includes basic CRM features, with the Pro and Enterprise plans adding advanced functionalities such as enhanced reporting and dedicated customer support. Keep in mind that prices may vary, and it’s best to check their current pricing directly.
By choosing the appropriate plan, businesses can ensure they are getting the best value based on their specific needs and budget.
Zendesk Sell
Zendesk Sell is a cloud-based sales CRM that helps businesses manage customer relationships and streamline sales processes. It offers an intuitive interface, extensive features, and flexible plans suitable for businesses of all sizes.
Pros & Cons
- Easy to use: Intuitive interface
- Excellent integration: Seamless with other systems like Mailchimp, Google Drive
- Real-time insights: Keeps sales metrics updated
- Flexible plans: Various pricing options to fit different business needs
- Occasional crashes: Can slow down productivity
- Email integration issues: Delayed response times
- Limited customization: Advanced options only in higher plans
Our Experience
Using Zendesk Sell, we found the setup process straightforward. The clean interface made it easy for our sales team to learn and navigate. We liked the real-time insights, which helped prioritize leads effectively.
The ability to customize fields to match our sales process was useful, though advanced customizations required higher-tier plans.
One downside was occasional system slowdowns, which impacted productivity. Email integration was also sometimes problematic, causing communication delays. Despite these issues, the overall experience was positive.
The centralized platform improved team communication and customer service. Features like smart lists and email sequences boosted our efficiency, making it a solid choice for sales management.
Pricing Plan
Zendesk Sell offers several pricing options to accommodate different business needs:
- Team Plan: $19 per user/month, provides basic capabilities and essential tools for small teams.
- Professional Plan: $49 per user/month, adds more advanced features like reporting and analytics.
- Enterprise Plan: $99 per user/month, includes advanced customizations and integrations.
- Elite Plan: $199 per user/month, offers top-tier advanced tools, unlimited customizations, and priority support.
The 14-day free trial allows businesses to test the platform before committing. This trial provides access to all features, helping evaluate how Zendesk Sell can benefit sales processes.
Brevo
Brevo offers a comprehensive CRM and email marketing platform with powerful automation features. It integrates easily with Shopify, providing useful tools for ecommerce businesses.
Pros & Cons
- Comprehensive CRM Suite
- Strong email marketing tools
- Native integration with Shopify
- Automation for marketing and sales
- User-friendly interface
- Limited free plan
- Additional costs for advanced features
- Some features may have a learning curve
Our Experience
Using Brevo, we found its combination of CRM and marketing automation to be highly effective. The integration with Shopify was seamless, allowing us to manage customer relationships and run targeted email campaigns from a single platform.
The user interface was intuitive, making it easy for our team to navigate through its various features.
One downside was the learning curve associated with more advanced tools. Setting up certain automation flows required some initial trial and error.
Despite this, the support resources and community forums were helpful. The automation features enabled us to personalize communications and track customer interactions efficiently, increasing engagement and sales.
Pricing Plan
Brevo offers several pricing plans:
- Free Plan: Limited features with up to 300 emails per day
- Lite Plan: $25/month, includes essential features and up to 10,000 emails per month
- Premium Plan: $65/month, adds marketing automation, landing pages, and up to 20,000 emails per month
- Enterprise Plan: Custom pricing offers advanced solutions for large businesses
These plans cater to different business sizes and needs, making them flexible for growing companies. While the free plan is useful for small-scale operations, the paid plans offer more significant benefits.
Zoho CRM
Zoho CRM is an easy platform designed to help businesses manage customer relationships. It’s known for its ability to synchronize data between Shopify stores and Zoho CRM, allowing companies to track their customers’ purchases and interactions efficiently.
Pros & Cons
- Seamless integration with Shopify
- User-friendly interface
- Comprehensive customer tracking features
- Flexible pricing plans
- Strong automation capabilities
- Learning curve for advanced features
- Occasional performance lag
- Limited customization options for certain reports
Our Experience
We found Zoho CRM to be an effective tool for managing customer relationships in Shopify. Its integration with Shopify allows us to effortlessly sync customer data, sales, and product details. The user-friendly interface makes it easy to navigate and find what we need.
However, mastering some of the advanced features does take time. We also noticed some lag during peak times, which can be a bit frustrating.
Despite these shortcomings, the automation features and comprehensive tracking capabilities make Zoho CRM an invaluable tool for our business.
Pricing Plan
Zoho CRM offers various pricing plans to suit different business needs. The free plan allows up to three users, which is ideal for small teams. Paid plans, starting at $12 per user per month with the Standard plan, offer more advanced features.
The Professional plan costs $20 per user per month and adds even more functionalities like scoring rules and custom modules. For businesses needing top-tier features, the Enterprise plan is priced at $35 per user per month.
Finally, the Ultimate plan comes at $45 per user per month and provides advanced BI tools and other premium features.
Zoho CRM’s pricing structure makes it accessible for businesses of all sizes, ensuring a plan that fits different budgets and requirements.
ActiveCampaign
ActiveCampaign stands out for its ease of integration with Shopify and its automation features. It offers a good mix of sales and marketing tools for Shopify users.
Pros & Cons
- Comprehensive email automation.
- Strong SMS marketing features.
- Integration with Shopify.
- Customizable sales pipelines.
- Higher pricing for advanced features.
- Limited CRM capabilities compared to specialized CRM platforms.
- Complex interface for beginners.
Our Experience
We found ActiveCampaign to be highly effective for email marketing and automation. Its integration with Shopify allowed us to target customers based on their purchase history and behavior.
The platform’s workflow builder is intuitive, enabling us to create detailed automations with ease.
On the downside, the CRM features felt somewhat limited. While it’s great for light CRM tasks, other platforms might be better suited for more robust needs. The interface, while powerful, has a steep learning curve.
Our team spent a good amount of time learning how to navigate and use all the features efficiently. Despite this, the overall experience was positive, particularly for marketing functions.
Pricing Plan
ActiveCampaign offers several pricing tiers:
- Lite: Starts at $29/month. Best for small teams and freelancers.
- Plus: Starts at $49/month. Includes additional CRM features and integrations.
- Professional: Starts at $149/month. Offers advanced automation and integrations.
- Enterprise: Custom pricing. Includes all features and personalized support.
Each plan varies based on the number of contacts and the features included. Subscription costs can increase as your contact list grows, so choosing a plan that fits your current needs is vital while considering future growth.
Pipedrive
Pipedrive is a well-known CRM designed specifically for sales teams. It boasts an intuitive interface, strong sales automation, and enhanced pipeline management capabilities.
Pros & Cons
- Extremely intuitive and easy to use.
- Excellent for sales-focused teams.
- Strong automation features.
- Customizable pipeline stages.
- Integrates with over 400 third-party apps.
- The high learning curve for advanced features.
- Short 14-day free trial.
- There is no free forever plan.
- Limited features in entry-level plans.
- It is more expensive compared to some competitors.
Our Experience
Using Pipedrive has greatly improved our sales process. The interface is clean and straightforward, making it easy for us to get started. The drag-and-drop pipeline management is one of our favorite features. It lets us quickly move leads and visually see the entire sales process.
However, we noticed that setting up workflows and automations isn’t as intuitive as expected. The initial learning curve did take some time, but once familiarized with the platform, we realized that its automation capabilities proved to be immensely helpful in reducing repetitive tasks.
We also found that while Pipedrive offers a lot of customization, fully utilizing these features often requires a developer. Despite these shortcomings, the overall performance and efficiency gains have made Pipedrive a valuable addition to our toolkit.
Pricing Plan
-
Essential Plan: $14.90 per user per month (billed annually). This includes core features like lead and contact management, customizable sales pipelines, and a machine learning-powered sales assistant.
-
Advanced Plan: $24.90 per user per month (billed annually). This plan offers full email sync, templates, bulk emailing, scheduling, and workflow automations.
-
Professional Plan: $49.90 per user per month (billed annually). An expanded plan that allows up to 100,000 open deals, 1,000 custom fields, and increased limits on other features.
These plans ensure businesses of different sizes and needs can find a suitable option with Pipedrive.
Britix24
Britix24 provides a feature-packed CRM solution for Shopify users, offering tools for collaboration, sales channels, and marketing integration.
Pros & Cons
- Comprehensive CRM with all-in-one capabilities.
- Offers advanced project management tools.
- Seamlessly integrates with Shopify for sales tracking.
- The interface can be overwhelming for new users.
- Some features require a learning curve to master.
Our Experience
Using Britix24, we’ve found the platform to be highly flexible. It’s not just a CRM; it’s a complete business management system. One major advantage is its depth of functionality.
We could handle customer relationships, project management, and even team collaboration all in one place. This integration made our workflows more efficient.
However, the extensive feature set can be daunting. The user interface isn’t as intuitive as some might prefer, which made the initial setup and learning process somewhat challenging.
Despite that, once we got the hang of it, the boost in productivity and seamless Shopify integration made Britix24 a valuable tool for our e-commerce operations.
Pricing Plan
Britix24 offers several pricing plans to fit different business needs:
- Free Plan: $0/month – Limited to 12 users and basic CRM features.
- Basic Plan: $19/month – Suitable for small teams with sales automation and customer management.
- Standard Plan: $55/month – Includes advanced sales and task automation.
- Professional Plan: $99/month – Offers complete CRM and project management tools for growing businesses.
The broad range of plans ensures that companies of all sizes can find a plan fitting their needs and budget.
BIGContacts
BIGContacts offers user-friendly CRM integration that helps online businesses streamline their processes and improve sales. It stands out for its ease of use and supportive customer service.
Pros & Cons
- Simple and intuitive interface
- Responsive customer support
- Customizable integration options
- Limited advanced features
- Higher pricing for premium plans
- Moderate integration capabilities compared to some competitors
Our Experience
We found BIGContacts to be a strong CRM option for Shopify integration. The setup was straightforward, and the user interface is intuitive, making it easy for team members to learn and use. Customer support was highly responsive and offered helpful solutions to any issues that arose.
While BIGContacts excels at efficiently providing basic CRM functionalities, it does lack some advanced features seen in competitors like HubSpot and Salesforce.
For small—to medium-sized businesses focusing on ease of use and strong support, BIGContacts is a viable option. However, more extensive companies may find the integration options somewhat limited.
Pricing Plan
BIGContacts offers several pricing tiers to cater to different business needs. The basic plan costs $20 per user per month, providing essential CRM functionalities. For more advanced features, businesses can opt for higher pricing tiers:
- Growth Plan: $45 per user per month
- Pro Plan: $65 per user per month
- Enterprise Plan: Custom pricing based on specific requirements
Each plan includes a free trial period to help businesses evaluate the software before committing to a subscription. These prices make BIGContacts a slightly higher investment compared to other CRMs, but it may be worth it for the ease of use and customer support provided.
For more detailed information, you can explore BIGContacts on their CRM integrations page.
Metrilo
Metrilo offers a feature-rich CRM solution that integrates seamlessly with Shopify. It includes comprehensive CRM functionalities, email marketing, and detailed analytics tailored for eCommerce.
Pros & Cons
- Easy to integrate with Shopify
- Combines CRM, email marketing, and analytics
- User-friendly interface
- Offers detailed customer insights
- Free trial available
- Pricing can be high for small businesses
- Limited customization options
- Customer support can be slow at times
Our Experience
Using Metrilo with our Shopify store has been beneficial. The integration process was straightforward, taking only about five minutes. Once set up, it gave us immediate access to customer data, purchasing behaviors, and e-commerce analytics.
We could create detailed customer profiles, understand individual shopping journeys, and segment audiences for targeted marketing. The email marketing component allowed us to automate campaigns, which improved engagement.
While the platform is user-friendly, we found some customization limitations. For instance, not all email templates were adaptable to our branding needs.
Additionally, we experienced occasional delays with customer support, but the extensive online resources usually helped resolve most issues.
Pricing Plan
Metrilo offers several pricing plans:
These plans come with a free trial, so users can test out the features before committing. The pricing might be steep for very small businesses, but it provides good value for what it offers in terms of features and integration capabilities.
Final Thoughts
When choosing a CRM for Shopify, we must consider critical features, ease of integration, and user satisfaction.
HubSpot CRM stands out as a top choice. Its powerful automation and extensive integrations are great for managing customer interactions. Users appreciate the seamless connection with Shopify and the sales automation tools.
Zoho CRM offers an excellent solution for those managing multiple Shopify stores. It includes various tools for tracking and managing sales across different stores efficiently.
Salesforce is another excellent option. It is well-known for its comprehensive features and flexibility and offers a range of solutions to fit different business needs.
Each of these CRMs has unique benefits. HubSpot CRM stands out due to its combination of automation features, integrations, and user-friendly interface. This makes it an excellent all-around choice for Shopify users.
In summary, finding the right CRM depends on specific business needs and goals. We recommend starting with HubSpot for its overall effectiveness and positive user reviews. It provides a solid foundation for any Shopify store looking to improve their customer relationship management.
Our Selection Process
To find the best CRM for Shopify, we started by scouring the market for top contenders. We studied various CRM systems’ user reviews, feature lists, and pricing plans.
After compiling a list of potential options, we narrowed it down to eight CRMs. These were selected based on their high ratings, popularity, and unique features. Here are the platforms we tested:
- HubSpot CRM: Known for its powerful free integration with Shopify.
- Zoho CRM: Ideal for managing multiple Shopify stores.
- Zendesk Sell: Best for order management.
- Bitrix24: Great for managing product lists.
- Pipedrive: Excellent for sales and inventory tracking.
- Freshmarketer: Effective for multichannel customer engagement.
- Capsule CRM: Best for customer segmentation.
- Salesforce: A popular choice with several integration options.
We then set up Shopify stores for each CRM, configuring integrations and testing real-world scenarios.
Our criteria included:
- Ease of Integration: How smoothly the CRM connects to Shopify.
- User Interface: How easy the software is to navigate.
- Feature Set: The range of tools and functionalities.
- Customer Support: Quality and responsiveness of customer service.
- Scalability: How well the CRM grows with your business needs.
By comparing these factors, we identified which CRM systems provide the best support for Shopify users. Our process ensures that our recommendations are both accurate and useful for your business.
Why does your Shopify Store Need a CRM?
Running a Shopify store involves managing a lot of tasks. We must handle customer inquiries, track orders, and market our products. Getting everything suitable can be overwhelming. This is where a Customer Relationship Management (CRM) system comes in handy.
A CRM helps us organize all our customer information. Instead of sifting through emails or spreadsheets, we can find everything in one place, which speeds up and improves our customer service.
Using a CRM lets us easily track sales and follow up with customers. We can see who bought what and when, which helps us understand our customers’ needs and offer personalized recommendations.
Marketing becomes much easier with a CRM. We can segment our customer list and send targeted emails. This leads to more effective marketing campaigns and higher sales conversions.
CRMs also help with managing multiple Shopify stores. We can centralize our data and keep track of everything without confusion. This is particularly beneficial for growing and expanding businesses.
Using a CRM can also improve order management. We can automate many tasks, such as sending confirmation emails, tracking shipments, and managing returns. This saves time and reduces errors.
If we look at some of the Best CRMs that integrate with Shopify, tools like HubSpot, Salesforce, and Zoho CRM are highly recommended. Each offers unique features that help streamline business processes.
In today’s competitive market, a CRM is not just a tool but a necessity for our Shopify store. It helps us build stronger customer relationships, streamline operations, and ultimately, grow our business.
Key Features to Look for When Choosing a Shopify CRM
When choosing a CRM for Shopify, we must focus on key features to help us manage our business efficiently.
Integration with Shopify: The CRM must integrate seamlessly with Shopify, allowing us to sync customer data, orders, and product information.
User-Friendly Interface: We need a CRM that’s easy to navigate so we can focus on our customers instead of struggling with the software.
Scalability: As our business grows, our CRM should be able to handle increased customer data and more complex sales processes.
Automation: Automating tasks such as follow-up emails and order updates can save us a lot of time. Look for a CRM that offers automation features.
Customization: Every business is unique, so our CRM should be customized to meet our needs. This includes custom fields, dashboards, and reports.
Analytics and Reporting: Detailed reports help us understand our sales performance and customer behavior. A good CRM will provide easy-to-read analytics.
Support and Training: Having access to well-trained support staff and comprehensive training materials can make a big difference.
Mobile Access: A mobile-friendly CRM allows us to manage our business on the go. This is essential for staying on top of our tasks anywhere, anytime.
Pricing: We need to find a CRM that fits our budget while offering the necessary features. Some CRMs offer free plans, while others have tiered pricing based on features and user numbers.
Reviewing and focusing on these features will help us choose a CRM that best suits the needs of our Shopify store.
Frequently asked questions
What CRM is best for Shopify?
Some of the top contenders for the best CRM for Shopify include HubSpot CRM, which tops many lists due to its seamless integration and features. Other notable mentions are ActiveCampaign and Salesforce, offering strong tools for customer management.
Is Shopify a CRM or CMS?
Shopify is primarily a CMS (Content Management System) designed for e-commerce. While it has some basic CRM features, its main strength lies in managing online stores, product listings, and payment processing. Integrating a dedicated CRM system is recommended for more advanced CRM functionalities.
What is the best email provider for Shopify?
Shopify’s best email providers include Klaviyo, which is known for its e-commerce-focused features and powerful automation capabilities. Another strong option is Mailchimp, which offers an extensive range of templates and easy integration with Shopify.
Does HubSpot integrate with Shopify?
Yes, HubSpot integrates with Shopify, allowing businesses to sync customer data, track sales, and automate marketing activities. This integration helps streamline operations and improve customer relationship management by providing a unified view of sales and marketing data.
Does Shopify have CRM?
Shopify has limited built-in CRM features to help manage customer information and order histories. For more comprehensive CRM capabilities, it is advisable to integrate with specialized CRM software like HubSpot or Salesforce.
Does Salesforce integrate with Shopify?
Yes, Salesforce can be integrated with Shopify, enabling automatic data synchronization between the two platforms. This integration facilitates better customer management, marketing automation, and sales tracking, enhancing the efficiency and effectiveness of business operations.