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Handling customers’ information is never an easy task for online store owners. However, it’s an important aspect for e-commerce businesses, looking to increase their revenue and sales.

How do you plan to handle your Shopify customers’ information where you get a few thousand new customers?

Well, your best bet would be to integrate Customer Relationship Management (CRM) system into your Shopify store.

Honestly, Shopify is a great platform to start your ecommerce store. It offers plenty of features and tools necessary to build and expand your online store. However, as your store grows, you will realize that you need specific features that are only available with ecommerce CRM software.

Whether you are looking for deep analysis on transactions or customization workflows or a unified support system to manage sales and marketing for multiple Shopify store, you will need a robust CRM integrated into your Shopify store to get the most out of your ecommerce business.

Now, the real challenge is to find the right Shopify CRM foo your CRM store that comes up with all the features and functionalities you required, as well as, is easy to manage. Furthermore, you would have to look at its compatibility with the Shopify platform as well, to ensure you got the full worth of your investment once you are done integrating it to your Shopify store.

Here in this blog, we have come up with everything you will need to know about some of the best CRMs to integrate with your Shopify store.

However, before we start our list, let’s see in a bit more detail why you actually need a CRM in the first place and why Shopify dynamics is your best bet while using Microsoft dynamics partner solution.

Why Do You Need a Shopify CRM?

All the customers’ / users’ generated data in your reports reflect subtle behavior patterns of users, which are important to keep up with your marketing activities. That’s one reason why users’ data and behavior is the Holy Grail for all your marketing aspects.

And we aren’t just talking about broad data, rather, each and every click, each page viewed and each product purchased gives you important insights into the behavior pattern of the customers, which then can be processed t design marketing activities. This is important because it enables businesses to design customer-oriented marketing activities, to drive more sales.

A robust Shopify CRM system integrated with your store enables you to easily view all these important data and information, which have direct influence over the sales, revenue, and growth of your Shopify store. 

The only problem is, you need to find an ecommerce CRM software that doesn’t just offer you all the features and functionalities you need to optimize your sales, rather, it should also be designed to integrate seamlessly with Shopify store and easy to manage.

Ecommerce CRM System Benefits for Enterprise, SME and Startups

A professional Shopify CRM system comes with various benefits for Shopify store owners including:

Improved Possibilities for Cross-Selling

As mentioned above, an ecommerce CRM software is the best system to store and maintain customers’ behaviors for analysis and processes. This means that why analyzed and processed deeply, it enables you to design personalized marketing campaigns to improve your customers’ engagement and enhance opportunities for cross-selling.

Enhance Customer Relationships

The surest way to improve your customers’ engagement and retention is by offering them personalized suggestions. According to statistics, over 50% of customers like to buy from stores that understand and appreciate their interests. This helps form a strong bond and create a loyal customer base.

Better Working Relationships

The key to a successful ecommerce store is when the entire team understands the customers’ preferences and acted the same way. By offering your team (developers, designers, marketers, and others) direct access to CRM for ecommerce systems build great working relationships, whereby, they are able to collaborate closely and come up with a winning ecommerce store.

Improved Efficiency

By giving the CRM access to the entire team, gives you a great chance to improve the overall efficiency of your team. For instance, if a user orders a product over the phone, rather than through online transactions, it would be easy for the customer support team to update the CRM for the other, greatly improving the tracking and monitoring of your store.

Improved Data Analytics

With the CRM for ecommerce, you get the massive information right at your disposal. Also, most of the robust and professional CRMs enable you to customers your dashboard, categorize customers based on various filters, thus giving you a great opportunity to know your customers better and create a personalized marketing campaign.

10 Best Shopify CRM Software That Integrates into a Jiffy

  1. Microsoft Dynamics CRM

Microsoft Dynamics CRM is one of the best and most comprehensive CRM systems available in the market. The system comes with rich functionalities and features to improve sales and track leads, whereas, also assisting online stores with various cloud-based and mobile business applications. As can be taken by name as well, the Shopify Nav CRM gives you total control of your store and customers, by transforming your users’ data pattern into valuable information.

Pricing:

The Customer Engagement Plan from Microsoft Dynamics 365 CRM comes at $115 per user / month. With additional $8 per member /month.

  1. HubSpot CRM

HubSpot introduced their dedicated CRM software for Shopify back in 2018, which offer a variety of tools and features to improve sales and marketing procedures for Shopify store owner. Today, it is one of the most popular Shopify CRM integration used by hundreds of thousands of Shopify stores.

One of the reasons behind the huge success and integration of HubSpot with Shopify stores is that it’s a completely free CRM with no time limitations.

The CRM enables you to design your unique workflow for sales and products, based on the orders and customers’ shopping patterns. It also enables tracking emails, and lead generation functionalities to enable the marketing team to design effective sales funnels and score more sales and revenue. Another great feature of HubSpot CRM which is rare to find in other CRMs is its ability to auto-populate contact profiles with their social specifics accessed through its associated companies.

The only downside here is the fact that while HubSpot may come with premium features and functionalities as compared to other Free CRMs, it doesn’t match the capabilities and capacity of premium paid CRMs, like lack of marketing automation or workflow management feature.

Pricing:

Honestly, HubSpot is completely free with no hidden terms and conditions. You can enjoy complete features and functionalities of the CRM for as long as you want with no extra cost.

  1. Salesforce

Salesforce is a robust and most widely used Shopify CRM integration used by hundreds of stores. There are certain solutions available in the Shopify App Store that can assist in integration with salesforce system. Folio3 also offers its robust solution to integrate Salesforce with your Shopify store; enabling you to automate your routine tasks, as well as, improve your sales and revenue. Salesforce is known as one of the most innovative and creative companies in the world and its’ CRM doesn’t compromise its reputation.

The only downside here is understanding the use of CRM, which may need a certain level of training and experience. However, the “Salesforce Trailhead” is the online training platform for the company that can help you understand the system, as well as, interact with the larger community.

Pricing:

Salesforce offers various packages for users, depending on their needs and preferences. The packages start as low as $25 a month and go up to $3000 per month for the complete suite of services and functionalities.

  1. Metrilo

Metrilo is a comprehensive software for online stores offering ecommerce analytics, CRM and email marketing capabilities in one place. The software is easy to integrate with Shopify stores and can be fully installed on the store with just a few clicks. Metrilo also comes with the functionality to sync seamlessly with the historic data and enable you to display customers and orders in a personalized manner.

The CRM is capable to store detailed insights of the customers on your store including their orders, pages view, sessions, revenue, contact info, segmentation, and others. It also comes with an advanced behavior tracking feature that enables store owners to create customers’ lists based on up to 30 filters. So, you know which customers are looking for deals or which are your loyal customers.

Pricing: 

Metrilo offers scalable packages that can grow with your business. The Essential Plan is meant for beginners to get crucial insights into the data analytics, whereas, the Pro Plan offers retention analysis and customer database features. The CRM offers a free trial as well, for people who would like to check out the functionalities before committing to the platform.

  1. AgileCRM

While it doesn’t carry the sound compared to Salesforce, the Agile CRM does come with the strong repute of offering robust and advance functionalities that match Salesforce. It is perhaps a better alternative to Salesforce for small and local businesses due to its competitive pricing and selection of high-utility tools.

The AgileCRM enable Shopify Stores to keep close track of sales, while also offering robust marketing automation features. It also offers helpdesk options to improve your experience of the software and boost sales and revenues.

Pricing:

The enterprise package for AgileCRM comes at just $48 per month and can be integrated with the marketing automation platform for as low as $9 per month.

  1. Zendesk

Zendesk is undoubtedly the biggest competitor to Salesforce as the best CRM software for the Shopify store. The CRM system is currently used by over 200,000 ecommerce stores including some of the biggest names in the ecommerce world like Uber, and Airbnb.

Perhaps the most unique ability of Zendesk is that it enables store owners to build a large knowledge base/FAQ to be able to offer users answers to repetitive queries. This reduced lot of workload from the support team by automating most of the process. It also offers large stores to create an online community for personalized communication and improve customer experience, which doubles the benefit as the community gets to work as your support team answering users’ queries like delivery time, sizes, etc.

The only downside to Zendesk is the price which is significantly higher than the liking of most small and medium businesses.

Pricing:

The Enterprise and above packages that include custom reporting, AI-powered predictions, and other advance features start at $125 per month.

  1. Pipeliner CRM

Pipeliner CRM definitely doesn’t come with meteoric repute or name in the market, however, this doesn’t mean it’s any less than some of the other Shopify CRMs in the list. The CRM can be fully integrated with Shopify stores from the Pipeliner end, which means that you don’t need to add any specific Shopify app for the integration. It offers a simple and easy to understand interface, which enables Shopify store owners to easily handle and control the software without any difficulty. Some of the advanced features offered by the software include lead management tools, sales funnels, contact management, social selling, opportunity tracking and much more.

Pricing:

Pipeliner CRM is highly competitive prices starting from as low as $35 per month for US-based customers.

  1. Nimble

Nimble is yet another great CRM system for Shopify stores, offering stores with standard tools to manage customers’ data, create sales funnel and optimized marketing campaigns. It also offers unique tools to integrate social data into your CRM, minimizing the workload for data entry, while also opening more possibilities to identify customers through social platforms, which is also their Unique Selling Point (USP).

The downside is that Nimble doesn’t offer high-end functionalities which can be found in the Salesforce of Zendesk.

Pricing:

Nimble is highly competitive prices for the features offered and starts as low as $12 per user per month for the basic plan.

  1. Zoho

Zoho has become quite popular CRM offering great standard tools and functionalities. Perhaps, it is best known for its roust email marketing tool, which was free up until recently. The CRM comes with a comprehensive reporting functionality, offering interactive insights and customization options. The software has also updated its mobile app feature considerably, which is handy for stores with no physical presence.

The downside of the Zoho CRM is the lack of advanced functionalities and features to automate tasks in comparison to Salesforce or Zendesk.

Pricing:

The Zoho CRM is quiet competitively prices and starts as low as $ 12 per month per user. The CRM also free limited version, as well as, free trial.

Folio3 is Pioneer in Shopify Dynamics Integration

At Folio3 we offer comprehensive and seamless solutions for Shopify Dynamics integration. Our smart Shopify Connector for Dynamics 365 offers stores easy solution to manage their key data using a unified platform and improve cross-platform coordination for their store. We understand the unique needs of each online business, with the same core requirements. Thereby, our Shopify connectors are built to offer stores complete customization options, while keeping up with the fundamental functionalities. So, at the end of the day, you got a completely customized and fully functional Shopify connection, ready to enhance your sales, dynamics magento, nav magento, amazon ax, marketing, business intelligence and revenue.

5 Top Free Shopify/E-Commerce CRM System List

If you aren’t able to make your mind from our list of best CRM listed above, you can consider going with one of these Shopify ecommerce CRM systems that give you all the basic functionalities and features, plus they are completely free and easy to use.

  1. HubSpot CRM
  2. Zoho CRM
  3. Bitrix24
  4. Capsule CRM
  5. Spreadsheet CRM

Which is the Best CRM Software for E-Commerce and Shopify Integration – Final Verdict

Well, the best CRM for ecommerce choice will differ based on the preference and requirements of each store. However, overall Zendesk is the best CRM for its wide range of advanced functionalities and easy setup with the Shopify store. However, it may be too expensive for the liking for small and medium businesses.

Salesforce is the other option, offering a comprehensive suite of advanced tracking and automation features and functionalities. It’s also one of the most widely used CRM systems, however, again the price remains an issue.

Alternatively, if you are looking for a competitively prices CRM for Shopify store with all basic functionalities and worth for money, you can go with Pipeliner or AgileCRM.

FAQs

Does Shopify use salesforce by default?

No.

Is Mailchimp a Shopify CRM?

No.

Does Mailchimp work with any e-commerce CRM?

No.

Author

Top Microsoft Dynamics partner with 300+ Projects completed worldwide since 2001. Delivering a single point solution tailored to your business needs.

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