[+17] Best CRM for Shopify to Boost Customer Relationships

CRM systems are like helpful wizards working behind the scenes. They ensure your customers have a great experience, things run smoothly, and your sales go through the roof. In this blog, we will show the Best CRM for Shopify to Boost Customer Relationships.

The top 18 CRMs below were carefully selected because they work seamlessly with Shopify, helping automate tasks and simplify things. So, whether you're a pro at selling on Shopify or just getting started, this guide is here to help you understand and pick the right tools. 

What is a CRM?

A CRM, short for Customer Relationship Management, is like your trusty assistant, helping you manage how your company talks to customers. They're not just about keeping contacts organized. They do many things – handle contacts, provide tech support, improve your marketing, automate tasks, manage your support team, and even bring in more sales.

You don't need a tech expert to use these top-notch CRMs. They either have a direct Shopify app for super easy integration with just a click, or they give you simple steps to follow. No tech headaches!

3 Popular Types of CRM

When it comes to Customer Relationship Management (CRM), it's not a one-size-fits-all scenario. Different types cater to diverse needs within a business. Let's explore the three popular types of CRM systems, each with its unique focus and benefits:

Collaborative CRM systems

Imagine a company where the marketing team, sales reps, and customer support agents operate separately. Collaborative CRM systems step in to break down these silos. Many organizations' departments are scattered based on geography, channels, products, or skills. The challenge? Creating a seamless customer journey requires real-time information sharing across the entire organization.

Collaborative CRMs make this happen by ensuring all teams access the same, up-to-date customer data, regardless of their department or channel. Customer support gets insights from marketing and sales teams, while call center agents have updated data on interactions across various channels. Each interaction becomes part of an integrated conversation, saving customers from repeating themselves and allowing employees to pull up a comprehensive history of past interactions.

Operational CRM systems

Operational CRMs are all about streamlining a company's processes for customer relationships. They provide tools to visualize and handle the customer journey, from the first website interaction to post-purchase behaviors. Automation is a key feature, helping with marketing, sales, and service tasks. 

This automation frees up time for employees to focus on their roles' creative and personal aspects, ensuring a human touch in customer interactions. It's a game-changer for growing companies aiming to maintain top-notch service as they scale.

Analytical CRM systems

Making sense of data is challenging in a world where data is abundant. This is where Analytical CRMs shine. Their primary focus is on helping businesses analyze the wealth of customer data to gain valuable insights. While data collection has become easier, turning that data into actionable information is a different story. 

Analytical CRMs bridge this gap, providing features that allow businesses to understand customer behavior trends. This insight enables companies to identify successful sales strategies, enhance customer retention efforts, and address common customer problems effectively.

Why should use a CRM System?

Now that we've dipped our toes into the different types of CRM systems, let's uncover the benefits of embracing these powerful tools:

• Better Cross-Selling Opportunities: A CRM system becomes your secret weapon for understanding customers' purchasing habits. The more you know about their interests, the better you can tailor your offerings. This enhances cross-selling opportunities, boosts conversions, and increases average order values.
• Improved Relationships and Customer Loyalty: Higher conversion rates aren't just numbers on a chart; they signify something more profound – a connection. A CRM allows you to know your customers intimately, appreciating their interests. 
• Stronger Working Relationships Across Your Team: Providing CRM access to every team member, from the web developer to the business owner, ensures that your entire workforce understands your customers better, fostering stronger working relationships across the board.
• Efficiency Boost Across the Board: Access for everyone in your company isn't just about understanding customers; it's about dramatic efficiency improvements. From recording phone orders to tracking customer preferences, a CRM streamlines processes, ensuring nothing falls through the cracks.
• Analytical Data Improvements for Informed Decisions: Knowledge is power, and a CRM system puts a wealth of information at your fingertips. Personalized dashboards allow you to tap into customer insights and sales goal reports and identify untapped opportunities. 
• Automation of Admin Tasks for Focus on Growth: Sales should be the heartbeat of your eCommerce business, and a CRM frees up your team to focus on that. Administrative tasks like reporting, email marketing, and legal can be automated. 
• Cost Savings and Long-Term Growth: While the initial investment in a CRM might seem substantial, the return on investment over time is remarkable. Understanding your customers, identifying top-performing products, addressing underperformers, and spotting new opportunities – all these facets contribute to long-term revenue growth.

Top 17 Best CRMs for Shopify

1. Brevo

Founded in 2012, Brevo stands out as a relatively new player in the CRM arena. Despite its recent entry, Brevo has swiftly positioned itself among the elite CRM and marketing automation solutions. With robust features, Brevo empowers users to create and customize automated campaigns, covering email marketing, SMS marketing, Facebook ads, landing pages, and on-site chat campaigns.

Highlight Features:

• Automated Email Marketing Campaigns
• Transactional Emails for Successful Transactions
• SMS Marketing Capabilities
• Facebook Ads Integration
• Landing Page Creation
• On-Site Chat Campaigns

Pricing: 

• Free
• Starter - $25/mo
• Business - $65/mo
• BrevoPlus - Custom price

2. HubSpot 

HubSpot CRM is a versatile system enabling merchants to establish unique product workflow pipelines aligned with orders on their Shopify online store. It seamlessly combines functionalities like email tracking, deal pipelines, and lead generation, providing a user-friendly platform for effective sales management. Particularly suitable for online stores offering customized products, HubSpot CRM simplifies contact management with an intuitive interface, catering to both seasoned users and beginners.

Highlight Features:

• Customized Product Workflow Pipelines
• Email Tracking Functionality
• Deal Pipelines for Sales Management
• Lead Generation Capabilities
• Intuitive Contact Management Process
• Automation Engine for Effortless Import of Customer Details

Pricing: 

• Free Plan
• Paid Plan - $50/mo

3. Metrilo

Metrilo is an all-in-one eCommerce Analytics, CRM, and Email Marketing platform. Seamlessly integrating with Shopify, Metrilo's installation is a breeze, requiring just a few clicks to integrate fully with your e-commerce store. The platform can sync with historical data, presenting a comprehensive view of customers and orders within the system.

Highlight Features:

• Ecommerce Analytics, CRM, and Email Marketing Integration
• Quick Integration with Shopify
• Historical Data Sync for Comprehensive Customer and Order Information
• Detailed Customer and Visitor Insights
• Powerful Behavior Tracking with 30+ Pre-set Filters
• Retention Analysis for Optimal Customer Retention Strategies
• Built-in Email and Automation for Direct Customer Communication

Pricing: 

• Essential - $119/mo
• Pro - $199/mo
• Premium - from $299/mo

4. Salesforce

Salesforce is one of the most popular and revered CRM software solutions in online businesses. While maintaining a distinct separation between your Salesforce CRM and Shopify store, several integration options are available in the Shopify App Store. These solutions bridge the functionality gap, bringing Salesforce capabilities closer to your online shop.

Highlight Features:

• Seamless Integration with Shopify via App Store Solutions
• Zopim Live Chat App for Enhanced Communication
• Zapier Integration for Task Automation and Customer Tracking
• Compatibility with Over 400 Integrations
• Salesforce Trailhead for Online Training and Community Support

Pricing:

• Starting Plan - $25/mo
• Lightning Enterprise Plan - $300/mo

5. Pipedrive

Established in Estonia in 2010, Pipedrive has carved a niche as a sales and pipeline management CRM tailored for small businesses. With a global user base exceeding 100,000 customers, Pipedrive offers a suite of tools encompassing email marketing, lead management, and sales management. The platform's emphasis on a user-friendly interface and best-in-class customer support has solidified its position in the CRM landscape.

Highlight Features:

• Comprehensive Sales Management Tools
• Sales Analytics and Forecasting Capabilities
• Visual Sales Pipeline for Intuitive Progress Tracking
• User-Friendly Interface
• 24/7 Customer Support
• Extensive App Marketplace with 275+ Apps and Third-Party Integrations

Pricing: 

• Essential - $12.50/mo
• Advanced - $24.90/mo
• Professional - $49.90/mo
• Power - $59.90/mo
• Enterprise - $74.90/mo

6. Capsule

Capsule, a sales-focused CRM, offers analytics, reporting, email, and project management tools. Developed by the UK-based software company Zestia, Capsule places special emphasis on catering to startups and small to medium-sized businesses. Notable clients include the UK-based design agency Sookio and coffee roaster HASBEAN.

Highlight Features:

• Robust Project Management Features
• Visual Sales Pipeline for Intuitive Progress Tracking
• Integration with Popular Tools, including Google Workspace
• Free Plan Available for Entry-Level Usage
• Over 50 Third-Party Integrations for Enhanced Functionality

Pricing: 

• Starter - $18/mo
• Growth - $36/mo
• Advanced - $54/mo
• Ultimate - $72/mo

7. Close

Founded in 2013 by a fully remote team, Close CRM is tailored for remote sales teams and their leaders' unique needs. Positioned as an all-in-one solution, it equips startups and SMEs with a comprehensive suite of tools to streamline sales processes. The platform prioritizes quick onboarding, and real-time monitoring of emails and calls, and provides in-call advice exclusively audible to the salesperson.

Highlight Features:

• Seamless Onboarding for Sales Teams
• Real-time Monitoring of Emails and Calls
• In-call Advice for Salesperson Guidance
• Analytics for Sales Forecasting, Workflow Analysis, and KPIs
• Automation for Simultaneous Calls, Pre-recorded Voicemails, and Bulk SMS
• Email Sequences, Automated Follow-ups, and Template Design

Pricing: 

• Starter Plan - $25/mo
• Basic Plan - $59/mo
• Professional Plan - $89/mo
• Business Plan - $129/mo

8. Freshsales

Freshsales, a division of California-based software company Freshworks, emerged in 2010 as part of a suite of workplace software solutions. Alongside its counterparts in customer service, marketing CRM, and other management software, Freshsales empowers sales teams to generate and nurture leads. Widely utilized by businesses of various sizes, it particularly caters to those with five to 10 employees. Notable clients include Dyson, Klarna, and Blue Nile.

Highlight Features:

• Enterprise-scale Features at an Affordable Price
• User-friendly Interface
• Sales Forecasting and Analytics
• Customizable Web Forms for Lead Capture
• Automation and AI Tools
• Support for Freshworks and Third-party Integrations
• Google Workspace Integration

Pricing:

• Free Plan
• Growth Plan - $15/mo
• Pro Plan - $39/mo
• Enterprise Plan - $69/mo

9. Endear

Endear collaborates with over 800 online and physical stores globally, simplifying employee and client management through its cloud-based solution. Focused on cross-channel customer management, Endear compiles customer data into a centralized repository, providing teams with up-to-date customer information. The platform analyzes purchasing behavior, orders, and spending, offering insights into the performance of omnichannel efforts.

Highlight Features:

• Cloud-based Solution for Cross-channel Customer Management
• Centralized Repository for Up-to-date Customer Info
• Built-in Messaging System (Email, SMS, WhatsApp)
• Branded and Personalized Messages
• Bulk Message Sending with Consistent Brand Visuals
• Data-driven Product Recommendations for Upselling
• Two-way Messaging System for Customer Interaction

Pricing: 

• Starter Package - $60/mo
• Higher-tier Plans - $144/mo
• Enterprise Plan - Custom price

10. Zendesk

Zendesk stands as a formidable competitor to Salesforce, earning its place among the best CRM software solutions with a user base exceeding 200,000 companies, including industry giants like Groupon, Airbnb, and Uber. Known for its scalable functionality, Zendesk adapts seamlessly to the evolving needs of businesses.

Highlight Features:

• Build FAQ or Knowledge Base for Addressing Repetitive Questions
• Automation to Ease Workload on Support Teams
• Online Community Building for Customer Engagement
• Customer-driven Support Team for Answering Queries
• Scalable Functionality to Match Business Growth

Pricing: 

• Sell Team - $19/mo
• Sell Growth - $55/mo
• Sell Professional - $115/mo

11. Nimble

Nimble, a dynamic CRM system, distinguishes itself by leveraging a Zapier integration to synchronize data seamlessly with Shopify. Notably, it features a Zap that automates the creation of a new contact in Nimble whenever a fresh order is processed through your Shopify store.

Highlight Features:

• Standard Tools for Contact Management, Sales Funnels, and Marketing Optimization
• Unique Social Data Integration to Drive CRM
• Minimized Data Entry with Social Network Insights
• Real-time Information from Connected Social Platforms (e.g., Twitter)
• Efficient Identification of Potential Customers

Pricing: $29.90/mo

12. Pipeliner

Pipeliner CRM is a robust yet less-known option, offering seamless Shopify integration without additional apps or external libraries. With native software compatibility for Windows and Mac, Pipeliner provides a comprehensive suite of features, including sales reports, lead management tools, opportunity tracking, contact management, sales funnels, and social selling.

Highlight Features:

• Full Integration from Pipeliner's End, No Additional Shopify App Required
• Local Software for Windows and Mac Operating Systems
• Comprehensive Suite: Sales Reports, Lead Management, Opportunity Tracking, Contact Management, Sales Funnels, Social Selling
• Emphasis on User-Friendly Interface and Intuitive Operation
• Customizable Onboarding Experience

Pricing: 

• Starter - $65/mo
• Business - $85/mo
• Enterprise - $115/mo
• Unlimited - $150/mo

13. Agile

Agile CRM presents an affordable yet feature-rich CRM solution tailored for Shopify stores. With a starting price of $8.99 per user per month, it provides marketing automation tools to help stores understand their customers better and boost sales. Agile CRM facilitates the creation of multistep marketing workflows through its user-friendly drag-and-drop campaign builder, allowing for the automation of follow-up messages to customers and prospects.

Highlight Features:

• Marketing Automation Tools
• Multistep Marketing Workflow Creation with Drag-and-Drop Campaign Builder
• Automated Follow-Up Messages
• Contact Management
• Analytics and Data Synchronization
• Activity Reports Based on Customer Interests and Engagement

Pricing: 

• Free
• Starter - $8.99
• Regular - $29.99
• Enterprise - $47.99

14. Engagebay

Engagebay is a comprehensive solution that seamlessly integrates sales, marketing, and customer service tools into one unified platform. Ideal for enterprises, startups, and small businesses, Engagebay simplifies lead generation, business automation, and email marketing, making it a versatile choice for businesses at any stage. The platform offers three core products: Marketing Bay, Sales Bay, and Service Bay, each equipped with features to streamline workflows.

Highlight Features:

• Lead Capture via Live Chat, Web Pop-ups, and Contact Forms
• Email Marketing Automation
• Lead Scoring for Predictive Customer Engagement
• Omnichannel Approach for Enhanced Customer Interaction
• 360-degree Customer View for Sales Teams
• Scalability for Small Businesses to Enterprises

Pricing: 

• Free
• Basic - $12.74/mo
• Growth - $55.24/mo
• Pro - $101.99/mo

15. SharpSpring

SharpSpring is an integrated suite that merges marketing automation and sales management tools, catering to businesses of all sizes. With a focus on flexibility and rebranding capabilities, SharpSpring particularly appeals to agencies managing multiple client projects. The platform encompasses email marketing, social media marketing, blogging, web forms, a landing page builder, multi-device tracking, analytics, and reporting.

Highlight Features:

• Visual Workflow Builder for Custom Automation Workflows
• Real-Time Lead Scoring Based on Nurturing Campaign Responses
• Drag-and-Drop Interface for Managing Deals and Opportunities
• Clear Birds-Eye-View of Entire Projects and Leads
• Robust Landing Page Builder with Responsive Templates
• Rebrandable Platform for Agencies

Pricing: 

• Lite - $12/mo
• Standard - $35/mo
• Premium - $80/mo

16. Zoho

Zoho stands out as a feature-rich CRM system with extensive functionalities. While its user interface might not be as visually intuitive as some counterparts, Zoho compensates with powerful features and a budget-friendly pricing structure. It excels in robust email marketing, customizable web forms for lead generation, and comprehensive reporting capabilities. Zoho's mobile app enhances its usability, offering features like proximity-based customer tracking and business card scanning for networking.

Highlight Features:

• Robust Email Marketing Tool
• Customizable Web Forms for Lead Generation
• Comprehensive Reporting Functionality
• Favourites Folder for Quick Access to Reports
• Mobile App for Proximity-Based Customer Tracking
• Business Card Scanning for Networking

Pricing: 

• Standard - $14
• Professional - $23
• Enterprise - $40
• Ultimate - $52

17. Nutshell

Nutshell emerges as a flexible and user-friendly CRM that seamlessly integrates with Shopify. Offering robust contact management features, Nutshell allows you to store comprehensive customer details, including purchase history, frequency, interaction patterns, and customer support tickets. Its intuitive design makes it easy to navigate and utilize for businesses of all sizes.

Highlight Features:

• Contact Management with Customer Details
• Email Automation Tool for Drip Sequences
• Schedule Emails and Trigger Sales Sequences
• Automated Follow-Up Email Functionality
• Sales Performance Tracking and Reporting
• Drill-Down Data Analysis by Product and Lead Source

Pricing: 

• Foundation - $16/mo
• Pro - $42/mo
• Power AI - $52/mo
• Enterprise - $67/mo

What Makes a Good CRM for Shopify?

Now that we've explored the benefits of CRM and delved into its types let's navigate the crucial terrain of selecting the right CRM for your Shopify venture. With several options at your fingertips, it's vital to pinpoint the features that truly matter. Here's your compass to finding the perfect CRM:

Connects Seamlessly with Shopify

Your Shopify store is the beating heart of your eCommerce venture, and your CRM should dance to the same rhythm. The first checkbox to tick is Shopify integration. Choosing a CRM that seamlessly integrates with Shopify ensures a harmonious workflow. Say no to disjointed platforms that make managing your business cumbersome.

Works Well with Your Other Tools

If your business already uses sales or marketing tools or Shopify third-party apps like EComposer - Page Builder, Ecomrise, etc…, make sure your chosen CRM works well with them. A good CRM for Shopify integrates seamlessly with your existing toolset, allowing smooth and streamlined operations.

Automates Workflows for Effortless Operations

Time is money, and a good CRM understands this well. Look for one that offers workflow automation, allowing you to automate recurring tasks. This not only streamlines your processes but also minimizes the risks of human error. Your CRM should be a partner in efficiency.

User-Friendly for Easy Navigation

Powerful doesn’t have to mean complicated. Choose a Shopify CRM that is robust enough to meet your needs yet easy to learn and use. The goal is to empower your team, not overwhelm them. Every interaction with your CRM should spark excitement as it helps automate tasks and close deals effortlessly.

Frequently Asked Questions

1. How can a CRM help a small business?

A CRM helps small businesses save time, organize customer information, increase sales, and improve customer experience. Affordable plans from CRM providers cater to the specific needs of small and growing businesses.

2. Does Shopify have a built-in CRM system?

No, Shopify does not have a built-in CRM system. However, it offers integration options with leading ecommerce CRM solutions such as HubSpot, Salesforce, Netsuite, Microsoft, and more.

Bottom Line

The correct Customer Relationship Management (CRM) tool can serve as the backbone of your Shopify store, offering invaluable insights and streamlined processes. In this comprehensive guide, we've delved into a curated list of over 17 top-notch CRMs, each tailored to integrate seamlessly with Shopify. Remember to align your CRM choice with the unique needs of your business. Consider factors such as integration capabilities, automation features, and pricing structures to make an informed decision.