7 Best Shopify CRM for Ecommerce in 2024

The best Shopify CRM integrations can offer a lot of distinctive benefits to a business owner. Not only will the right tool make it easier to track connections with potential and existing customers, but it could also open the door to more opportunities for upselling, cross-selling and increasing CLV.

With a Shopify CRM integration, you can avoid the hassle of having to switch between two different applications or tools to manage your contacts and store.

You’ll be able to embed your CRM functionality directly into your existing website, paving the way for excellent automation.

Here’s our complete guide to the features, pros, cons, and pricing of some of the most popular CRM solutions on the Shopify app marketplace.

Best Shopify CRM Tools

1. HubSpot CRM
2. Brevo
3. Pipedrive CRM
4. Freshsales
5. Metrilo
6. Salesforce
7. Agile CRM

What is a CRM? The Basics

Before we begin reviewing some of the most popular CRM solutions on the market today, it’s worth defining what a “CRM” actually is.

CRM stands for “Customer Relationship Management,” a software solution created to assist companies in tracking connections with customers.

CRM solutions support businesses in creating in-depth customer profiles, analyzing lead opportunities, and building stronger connections with buyers.

Within a CRM, you can monitor everything from customer preferences to average order value, customer lifetime value, and lead score. Plus, many tools come with features which help you communicate with customers too.

With all of your customer information stored in one location, it’s much easier to discover trends and patterns in purchasing behaviors, plan outreach strategies, and even streamline customer support.

Today, CRM solutions are one of the most popular tools in any business environment. 91% of companies with more than 11 employees now use CRM systems.

Additionally, high-performing sales teams are 3.2 times more likely to use CRMs and other sales automation tools.

With a Shopify CRM you can implement your CRM software into your Shopify store, ensuring you can manage everything from marketing campaigns to customer service in the same place.

The Benefits of Using a CRM for Your Shopify Store

The best businesses thrive on deep, powerful relationships with customers. The more you can connect with your target audience, learn about their preferences, and deliver amazing customer support, the more likely you are to turn one-time buyers into lifelong brand advocates.

According to reports, companies using CRM systems see an average 21% improvement in sales productivity, a 16% increase in customer retention, and a 17% boost in lead conversions.

Using a CRM for Shopify is an excellent way to combine your sales and marketing strategies with data-driven insights about your target audience.

CRMs aren’t just tools for contact management and segmentation, they’re also incredible resources for:

• Marketing automation: A CRM system will help you to create marketing campaigns specifically targeted at unique segments of your target audience. This can help you to boost revenue, increase lead conversions, and enhance the ROI of your marketing efforts, all while taking the additional strain off your marketing teams.
• Enhanced customer experiences: With a Shopify CRM integration, you can use automation tools and contact tools to arrange follow-ups with customers, deliver more personalized customer services, and strengthen your connections with your target audience. There are even ecommerce analytics to help you track customer sentiment over time.
• Increased revenue: Because ecommerce CRM software gives you more access to crucial data about your target audience, it’s also a great way to boost conversions. You can leverage the information you have to find the best possible time to invest in customer outreach, cross-selling and upselling strategies, and other methods to boost your sales pipeline.
• Customer retention: A CRM solution can help Shopify store owners to streamline email campaigns, and track the number of users in their target audience that may be losing interest in the brand. You can see which customers are in danger of churning, and reach out to them instantly to regain their loyalty and support.
• Improved efficiency: A Shopify CRM integration gives your sales teams and marketing teams all of the data they need to work more effectively in one convenient place. You’ll be able to use the data you have within your Shopify store to create more effective sales processes, pricing strategies, and customer service campaigns.

A CRM for Shopify can also help you to keep all of your essential customer data securely stored in one place, which is great if you’re worried about preserving compliance.

The Best Shopify CRM Systems in 2024

The best Shopify CRM systems for your business will depend on a number of factors, from the specific features you need, to the size of your business.

The CRM platform options mentioned below were chosen for their overall functionality, ease of use, and potential business impact.

1. HubSpot CRM

HubSpot is one of the better-known SaaS solutions in the world today. The Massachusetts-based software company offers a host of tools for everything from customer service to sales and marketing.

However, perhaps the most popular tool on offer from HubSpot is its powerful CRM software.

Easy to use and intuitive, HubSpot offers everything companies need to sync, segment their audience, personalize, and automate campaigns, and collect essential data.

As well as integrating with Shopify, you can also integrate the system with Facebook, AdWords, and various other tools.

HubSpot’s user-friendly features make it an excellent choice for small business owners. Plus, there’s an Academy solution available for free online training and certifications.

Pricing

HubSpot’s basic CRM features are available to access for free. However, if you want to unlock the full functionality of the HubSpot ecosystem, it may be worth looking into one of the paid plans from the Sales Hub, Service Hub, or Marketing Hub.

The exact pricing of each option will depend on your specific needs, but prices do start as low as $45 per month for the “Starter” hub.

Professional plans cost $1,600 for 5 users, and the Enterprise plan is $5,000 per month for 10 users.

2. Brevo (formerly Sendinblue)

Previously Sendinblue, Brevo is best-known for its multichannel marketing tools. The company helps businesses to build connections with customers across SMS, email, and social media.

Alongside a powerful marketing platform and tools for live chat, Sendinblue also offers some fantastic CRM functionality.

With the all-in-one marketing app, you can segment audiences, track shopping behavior and purchasing history, and create detailed reports.

There are various tools for automating marketing built into the package, with specific workflows for abandoned carts, re-engagement, and earning customer loyalty. Plus, you can offer 24/7 support with a live chat system or a chatbot.

Pricing:

There’s a free plan available for Sendinblue, which offers access to 300 emails per day, customizable templates, a drag-and-drop editor, and transactional emails.

Alternatively, paid plans start at $25 per month for the Starter plan, with no daily sending limits, basic reporting, and analytics.

You can also consider the Business plan at $65 per month with unlimited contacts, or the Brevo Plus plan for enterprise customers with a custom price.

Each plan varies depending on the number of emails you plan to send each month, but there’s a calculator on the Brevo website.

3. Pipedrive CRM

Pipedrive is another well-known platform for sales management and customer service.

Built as a comprehensive CRM solution, the platform makes it easy to track and qualify leads in a unified environment, tag customers with specific details, and make notes for sales teams.

The visual sales pipeline makes Pipedrive particularly valuable for sales teams.

There are tools for collaboration already built-in, so colleagues can work together, as well as activity reminders, a contact history section, and tools for segmenting leads and sending out automated marketing campaigns.

Plus, with comprehensive reporting you get a great insight into operations.

The Pipedrive solution even comes with a revenue forecasting section, which can help you determine exactly how much money you can expect to earn over time.

Pricing

Like many of the CRM options on this list, you can try Pipedrive for free for 14 days to test out all of the functionality.

Opting for an annual plan will also save you around 25% on your subscription. If you decide to sign up for a premium plan, options include:

• Essential: $14.90 per user per month
• Advanced: $24.90 per user per month
• Professional: $49.90 per user per month
• Enterprise: $99 per user per month

There are also various “boosters” on offer, such as the LeadBooster add-on, website visitor add-on, and tools for smart documents and campaigns.

4. Freshsales

Designed as an all-in-one tool for both sales and marketing by the Freshworks team, Freshsales is a comprehensive solution for managing and connecting with customers.

With this add-on for Shopify, you’ll be able to access a range of communication options, to connect with customers wherever they are in the purchasing cycle, such as AI-powered bots, built-in chat, email, and phone.

Freshsales comes with a variety of resources for sales teams, including time-based workflows, powerful contact, account, and deal management, sales sequences, and audit logs.

Plus, you’ll be able to leverage everything within an extremely user-friendly interface.

The sales forecasting and analytics tools are particularly beneficial for business leaders looking to upgrade their conversions and earn more lead opportunities. Plus, you can integrate other Freshworks tools into your workflow too.

Pricing

There are three pricing options available from Freshworks. The first plan (Growth) is available for free for up to 3 users.

After that, you can expect to pay per user per month, with a discount on annual subscriptions compared to per month pricing. Options include:

• Growth: $15 per user per month for more than 3 users
• Pro: $39 per user per month
• Enterprise: $69 per user per month

More advanced plans come with custom modules, multiple sales pipelines, extra customer support, governance, and compliance tools, and more.

5. Metrilo

Advertised as a “growth platform,” Metrilo is a comprehensive software solution that combines CRM functionality with ecommerce analytics, email marketing, and other useful tools.

The technology was built for modern ecommerce brand owners, offering support with a range of engagement features to help you strengthen your connection with customers.

Each Metrilo plan includes access to powerful ecommerce analytics and reporting tools, so you can track the performance of your team and products.

Plus, a streamlined customer database ensures you can learn as much as possible about each potential customer in your pipeline.

The integrated email marketing functionality also gives you the power to segment and personalize every campaign or message you send, according to a customer’s preferences, purchasing history, and requirements. You can even leverage specific tools for customer retention.

Pricing

Metrilo is a little more expensive than some of the other CRM solutions on this list. However, there is a 14-day free trial available.

The paid plans start at $119 per month with access to growth assistance tools, and ecommerce analytics, but no CRM.

If you want CRM functionality, you’ll need:

• Pro: $199 per month
• Premium: $299 per month

The Premium plan also includes access to built-in email marketing functionality for business leaders.

6. Salesforce

Widely regarded as the ultimate CRM solution for any ecommerce platform or online store, Salesforce is a market leader in sales, customer service, marketing, and analytics tools.

The brand is one of the biggest in the world, thanks to its intuitive tools, easy-to-use functionality, and fantastic ecommerce business technologies.

Salesforce is probably best known for its reporting and analytics capabilities, which include support for real-time dashboards, and historical insights.

There’s also the built-in Slack integration on Salesforce which supports teams in collaborating on customer service.

As an added bonus, this CRM tool comes with excellent AI functionality, with in-depth insights into your Shopify customer profiles.

You can also use the platform for email automation, customer engagement tracking, and customer behavior monitoring.

Pricing

The pricing for Salesforce depends on a number of factors, including your number of team members and the functionality you need. The Sales Cloud and Service Cloud from Salesforce both come with four paid plans to choose from:

• Essentials: $25 per user per month
• Professional: $75 per user per month
• Enterprise: $150 per user per month
• Unlimited: $300 per user per month

Additionally, the Salesforce Marketing cloud offers access to a range of different products, such as basic marketing automations and powerful engagement tools.

The amount you’ll pay for each marketing tool in the Salesforce CRM collection will vary, but options start at around $400 per month, making this tool a little more expensive.

7. Agile CRM

Last, but not least, Agile CRM is a comprehensive cloud-based tool, designed for ecommerce companies and growing businesses.

The solution doesn’t have an app within the Shopify marketplace, but it can still integrate with Shopify, as well as a range of other popular tools such as Stripe and Google.

This powerful platform makes it easy to track leads and contacts in one place.

You can set custom deal milestones for your sales team, communicate with customers through emails and phone calls, and even design forms and landing pages within the platform.

There are marketing automation and social monitoring tools included on some plans, as well as helpdesk solutions, canned responses, group segmentations, and comprehensive reports.

What’s more, with Agile CRM, you’ll have no trouble segmenting all of your customers, with comprehensive lead scoring tools and tags. The platform can even support your mobile marketing efforts, with SMS integrations.

Pricing

There’s a generous free plan available for Agile CRM, which supports 50,000 contacts and companies, unlimited deals, documents, and tasks, custom data fields, lead scoring, and appointment scheduling and email marketing. More advanced plans include:

• Starter: $8.99 per month per user for email campaigns, web engagement, contact level analytics, and other features.
• Regular: $29.99 per month with more helpdesk options
• Enterprise: $47.99 per month with advanced plugins and integrations.

The Enterprise plan may be the best option or Shopify store owners, as it features an included integration, so there’s less of a workaround required.

Choosing the Best CRM apps for Shopify

There are plenty of amazing CRM solutions available both on the Shopify app store and externally in today’s digital world.

Whether you’re looking for a free CRM for your growing business, or something more advanced, you’re sure to find something to suit all business needs in the list above.

You can even integrate many of these tools with other solutions, such as MailChimp for email marketing, Zendesk for customer service, and invoicing tools.

Our advice is to try out some of the options mentioned above using their free trial options, to see which works best for you.