Handling customer contact information is tough enough without having to jump back and forth between your ecommerce platform and a useful customer relationship management tool (CRM). Does your online business even use a CRM? Are you wondering what the benefits are to see if a CRM is worth the investment? Do you want to know what the best CRM software is to integrate with Shopify?
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
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 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 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: 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.
Pricing: 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: 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 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.
Pricing: 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: 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.
Pricing: 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.
Pricing: 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.
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.
Pricing: 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.
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.
Pricing: very well priced and 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 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.
Pricing: 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 software?
In terms of an easy setup, Zendesk 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?