If you are reading this, you want to know what the best CRM for Shopify stores is.
You are not alone.
As competition heats up in the ecommerce industry, brands big and small, are turning to ‘customer relationship management’ tools for answers.
We feel that CRM has always been the underdog in ecommerce tools. Never got its fair due. It’s like stepping into your customers’ shoes.
For a change, you get to watch your business from the customer’s lens. How does the customer think? What’s their shopping habits like? Are your marketing channels in alignment? CRM will magnify the granular details for you.
Fret not. We have done the legwork for you.
What are the Best CRM for Shopify?
Here are our top picks of the best CRM for Shopify to try this year.
- Hubspot CRM
- Apptivo CRM
- Zoho CRM
- Capsule CRM
- Salesforce CRM
- Chime CRM
- Agile CRM
- ActiveCampaign CRM
1. Hubspot CRM
Look around anywhere on the internet. You are going to find Hubspot CRM topping the lists of recommendations for the best CRM for ecommerce. This is a powerful tool that has the best in-class features in the industry. It’s the gold standard in customer management, regardless of your business size and scope.
It’s a well-maintained tool with an easy interface and a reliable company to back it up. Don’t mix this up with Hubspot, which is the company’s flagship product. The CRM is a reasonably new addition. However, it has quickly garnered some rave reviews amongst SMBs.
1. Free Plan
Most of the competition offers 14-day trials, with limited functionality. But Hubspot CRM sweetens the deal a little. It offers a free plan with ample features. You get 15 minutes of calling, 200 notifications, 5 templates & 5 documents, per user. You also get access to 1 team per account with no limit on the number of users.
2. Great UX
Hubspot CRM has a very streamlined UX. The dashboard is bustling with activity. But you’ll never get lost. The top black navigation panel houses the important routes. Your choices are Contacts, Conversations, Marketing, Sales, Services, Automation, and Reports. In the middle you get vital details.
We are forced to cut this short due to lack of room. But Hubspot has almost every feature that ecommerce businesses look for.
Hubspot CRM has 4 pricing plans. There’s the Free one which is terrific value. There’s the starter plan at $45/mo, the professional plan at $450/mo & the enterprise plan at $1,200/mo.
2. Apptivo CRM
We first came across Apptivo CRM on Pcmag, when it was featured as the ‘Editor’s Choice’. After a quick look, we discovered a very robust CRM tool that offers a gamut of helpful features for small and medium sized ecommerce businesses.
Sales tracking, a terrific mobile application, lead management, contact syncing and multiple easy integrations are some of the features that stand out. The Cherry on top is the very affordable pricing, even for their premium plan. We will touch on this in a bit. For now, let’s take a quick look at some of their features.
1. Agenda View
One of the features on the dashboard that pops out, is the agenda view. Its your priority tasks for the week or month. It’s the first thing you notice when you sign in. That’s just an amazing way to stay on track.
2. Custom Workflow Automation
Apptivo lets you define rules that will automate custom workflows. You can set conditional logic for when a rule has to be executed. For instance, if you manage multiple sales pipelines, you can automate deal advancing from one stage to the other.
3. Email Marketing
Apptivo features a terrific inbuilt email template designer. Use this to customize emails and send mass mails if need be.
4. Multiple Integrations
As we said, there’s little that cannot be synced with Apptivo. Be it the best analytics tools for shopify or your favorite reporting tool, you can connect in a click and share data.
Apptivo has three paid plans and a custom one. The Lite plan is priced at $8/mo. The premium is priced at $12/mo, while the ultimate is priced at $20/mo. These are the prices for each user when billed annually. Even then, it’s one of the most affordable CRM software out there for Shopify atm.
3. Zoho CRM
Zoho is one of the most trusted brands in the ecommerce industry. They have an ensemble catalog of 45 Software-as-a-Service (SaaS) products that practically encompass the end-to-end of the ecommerce supply chain.
But the jewel in the crown is still Zoho CRM. This was the company’s flagship that started it all in 2005. Guess what? It still manages to find a spot amongst the competition, courtesy a robust feature set that is second to none. In fact, it may well be the most feature-rich of them all.
Here’s a glimpse into what you get with Zoho CRM.
1. Productivity Focused Dashboard
Zoho’s dashboard has always been productivity-centric. You get a bird’s eye view of the vital components at one go. Today’s leads & Open tasks get priority. But the main navigation panel houses all the important links. It’s very elaborate mind you. But Zoho has thoughtfully added a search box that lets you narrow down on the link you are searching for.
2. Splash Page Guide
Any feature rich service like this does take some getting used to. To make things easier for first time businesses, Zoho offers a wonderful splash guide page. Think of it like an automated onboarding guide that shows you how to get around.
3. Lead Management
Zoho CRM is dedicated to help you make the most of out the customer relationship lifecycle. Right from the initial contact, all the way till lead nurturing, segmentation, prospecting, distribution, and tracking, you will be able to maximize every dime that you spend on leads.
For businesses that use multiple channels for lead gathering, it offers SalesSignals, a unique feature that lets you monitor a wide range of sources from one dashboard.
Last but not the least, there’s Zia. This is Zoho’s AI algorithm that constantly oversees your business and tries to spot anomalies if any.
Zoho offers four plans priced at $14, $23, $40 & $52 per user/mo, in addition to a fully loaded free plan. Regardless of your business size, there’s a plan that will fit your budget.
4. Capsule CRM
With a small-business focus, Capsule CRM instantly manages to stand out from the enterprise-grade CRM apps. What’s the difference, you might wonder. The bigger the app, steeper the learning curve. That’s usually the case. But with capsule, small brands will find a toolset that matches their business needs.
They won’t have to spend a lot of time getting the nitty-gritties in order. Just sign up, integrate and get going.
1. Excellent Organizational Capabilities
Sometimes businesses are guilty of getting hung up over fancy details while ignoring some of the better capabilities that software offers. Capsule offers one of the best collaborative interfaces we have seen in a long time.
You can add new users to any stage of the customer’s journey. This makes it easy for multiple departments to keep track of a customer’s lifetime journey. Any member added to the contact can append notes, add communication details, meetings and more.
2. Multiple integrations
Small businesses seek automation. They generally lack the overheads needed to customize things and integration with other software saves time and effort.
Capsule integrates with a wide range of contact management tools, marketing tools, accounting tools and reporting tools to name a few. This is in addition with its own meaty feature set, mind you.
3. Contact Reminder
A neat little feature is the contact reminder that reminds you to connect with contacts that you haven’t spoken to in a while.
Capsule offers four pricing plans. The free plan lets you connect up to 2 users with 50 contacts. Then there are the professional plan at $18/mo, the teams plan at $36/mo & the enterprise plan at $54. You can try all the premium plans free for 30-days without a credit card.
5. Salesforce CRM
Salesforce CRM needs no introduction. This is the gold standard in customer management for large brands and businesses with ever-evolving needs. It offers tons of integrations, a beautiful interface that’s completely customizable.
The features are diverse and businesses have the option to add them as they grow, or as the need arises. Just like Zoho, they offer a variety of in-house Software-as-a-solution add-ons. If you are a large business with dedicated sales and marketing teams, Salesforce takes the guesswork out of seamless collaborative business expansion.
1. Opportunity Management
Opportunity Management is a key feature that allows you to spot latent opportunities in a customer’s activity timeline. What stage of a deal is the customer stuck at? What should your next move be? This shines light on a critical aspect of sales management.
2. Quote to Cash
Salesforce CRM allows you to automate some of the most time consuming business tasks. But the ones that we like the most is automating configure, price, and quote (CPQ). This involves multiple tools from the Salesforce arsenal.
But it reduces so much effort, that it’s amazing. Right from generating accurate quotes to using predefined pricing and discount guidance, Salesforce makes it effortless.
Salesforce is one of the first brands to introduce AI into CRM. The module is called ‘Einstein’ and it uses your customer’s past interactions as the bedrock to guide your team. The insights will help you prioritize customers, foster relationships, and maximize the effectiveness of your campaigns.
Salesforce offers four plans. They are priced at $25/month, $75/month, $150/month & $300/month, for each user. If you are an SMB who prefers a scalable and robust solution that can grow with your business, Salesforce is what you need.
6. Chime CRM
We love the fact that new brands are now in the offing and are able to match the bigger brands in terms of features and price. One of these new brands is Chime CRM. Chime is a fully-loaded CRM suite that boasts of extensive capabilities.
Some of these capabilities are lead generation, cultivating relationships & nurturing them, closing leads, automating emails, marketing, reporting, using AI for predictive insights & automating lead assignment. Chime shows you how to engage your customers and better your relationships with them, amplifying your bottom line.
1. AI-Powered Advertising
CRM brands have been integrating AI in different ways. But Chime’s AI feature is a unique one. It gathers advertising data collecting keywords, bidding details and comes up with creative variations as well as streamlined targeting options. If you run paid ads for traffic, this is a module that will definitely impress you.
2. Lead Capturing
Chime’s inbuilt lead capture engine uses a blend of good old analytics and AI algorithms to help you understand your customers better. The targeting is based on customer intent, which makes it all the more effective.
3. Automated Responses
Chime uses automated tagging to segregate leads based on priority and quality. It also features an automated response engine that uses appropriate replies to enquiries from leads, based on these tags.
4. Data Driven Decisions
Chime updates you with key business metrics such as revenue, sales, closing data & GCI, which enable businesses to make prompt decisions.
Chime has a quote-based pricing model. You have to reach out to them with your business details to get a custom quote.
7. Agile CRM
Agile is another reasonably new brand trying to carve a niche for itself is the CRM market dominated by behemoths like Salesforce and Zoho. There are quite a few things that we like about this CRM tool. One of these is the ‘Gamification’ feature, which tries to make mundane tasks more entertaining for your employees.
Better employee engagement results in better performance. What better way to do that than by integrate gaming into the CRM software itself?
Another thing that we like about Agile is that they are positioned in the market for one-man brands and small businesses. Here’s a look at their key features.
1. Contact Management
Agile offers the standard contact management features such as easy imports and syncing with various tools. But it also allows you to add custom details, such as interests, interaction modes, preferred payment modes and so on. A single glance gives you an idea of what a customer prefers.
2. Deals Management
The deals management module allows businesses to use past data to predict revenue, set benchmarks and automate follow-ups with customers. You don’t even need a large sales team to make this work. It’s completely automated and even one-man operations can benefit from this.
3. Multichannel campaigns
Agile allows you to integrate multiple campaign channels and monitor them from an intuitive dashboard. Email, Text messaging, Video mails, social media, you can connect to customers on their preferred channels and yet never miss out on any vital piece of data.
Agile also offers a plethora of support features which can be subscribed as add-ons. For instance, Live chat can be really beneficial for small teams to maintain engagement levels. Talking about live chat, have you read our recommendations for the best live chat apps for Shopify? If not, then we recommend that you check it out today.
Agile has a very unique pricing model. It offers all the sales CRM tools for free for up to 50000 contacts, for 10 users. The marketing add-on will cost you $8.99/month. The service add on is priced at $29.99/month and extras at an additional $47.99 per month. Shopify qualifies as an extra, mind you. So even if you want to get started, it will cost you $48 per user/month.
8. ActiveCampaign CRM
There are a lot of brands that started off by offering marketing automation, but now include CRM features. ActiveCampaign is one of these. It started off as an email marketing service. But now, there are some robust CRM features on offer, which makes it a value proposition.
One innate advantage is that you automatically get sales and marketing integration. You don’t have to spend time integrating another tool and importing data. That’s not to take anything away from the tool mind you. It has a very impressive feature set.
ActiveCampaign’s mainstay has always been automation. Be it spending less time sending emails or automating mundane, repetitive sales and marketing tasks to reduce time sinks, it shines at these tasks. If you are a small business, this will reduce time and effort.
2. Contact Management
ActiveCampaign integrates contact/lead capturing with their award-winning email marketing app. This again, is a massive time saver. The software automatically updates a contact’s status in the deal management module. Depending on the exact stage of the funnel, they will receive automated emails.
3. Rule-based Targeting
ActiveCampaign allows you to set rules for contact nurturing. If a contact’s total value depletes, appropriate targeted campaigns can be assigned to them.
Pipelines allows you to map the various stages that your customer goes through. From creating awareness to the final decision to buy, you can map everything to ensure that not a single lead is lost.
ActiveCampaign’s pricing plans depend on the number of contacts you wish to store. The lowest tier has 500 contacts and starts from $9/month to $229/month. The highest tier has 10000 contacts and goes from $125/month to $399/month. Anything more than this and the plans have custom quotes.
While reviewing ActiveCampaign, we told you that it was an email marketing tool that now boasts of CRM capabilities. Here’s the opposite. Ontraport is a CRM tool that also has some great marketing automation features.
Either way, small and medium-sized businesses will get tremendous value. Also, being a CRM tool first, Ontraport can match some of the biggest brands in this list in terms of features. The CRM features are not limited to the basics.
Let’s take a quick look at some of their key features.
1. Powerful Design tools
We generally speak about contact management and lead nurturing. But Ontraport has one of the best tools for design. Be it emails, landing pages or opt-in forms, the editor lets you customize everything. No, you don’t need to be a design wiz either. There are a bunch of built in templates that you can use as a starting point.
2. Visual Automated Workflows
The Campaign builder is Ontraport’s mainstay. This powerful tool takes complex campaign workflows and turns it into simple visual designs that are easy to make sense of.
Each segment, every rule, even a tiny tag and its corresponding campaign message can be seen in a simple graphical form. You can get a fair idea of the roadmap, as well as the progress statistics.
3. Complex Campaigns
Ontraports campaign builder allows you not just to build basic linear workflows mind you. You can add as many layers as you want to. Each layer can have its own set of automated rules. For instance, a customer subscribing to your mail list can trigger a workflow. The first rule can be sending a welcome email. Similarly, there can be automated rules at every stage.
4. Drag & Drop
Even the most complex workflows, customer management & pipelines can be designed with simple, drag & drop builders.
Ontraport offers 4 pricing plans. The Basic Plan is priced at $79/month. The plus plan at $147. The Pro Plan at $297 & the Enterprise plan at $497. All plans include unlimited emails for the marketing campaigns, but offer different number of contacts.
Unlike a few years ago, you are no longer shoehorned into subscribing for a large CRM software that you may never fully use. Today, there are some great options for small brands and even for tiny startups.
We hope that our list serves as a starting point for your research and helps you narrow down on the right choice for your business. If you wish to know how we can help you improve your ecommerce business operation, click here to speak to us.