Shopify CRM tools are now essential to any Shopify store owner’s workflow.
If you are looking to run an e-commerce business, you have probably heard of Shopify and the various tools it provides to help improve your business.
One tool that might have slipped under your radar is the CRM (Customer Relationship Management) software by Shopify – something that might actually be really useful to both you and your customers.
In this guide, we will take an in-depth look at what CRM software does, why you should use it, and the best Shopify CRM tools on the market today. Let’s get started.
When you have so many products, orders, and customers to manage on your own, these tools can be extremely helpful in keeping you organized and focused on what really matters to your business, creating more great products and providing even better customer service.
The first thing most people think about when they hear CRM or customer relationship management is sales force automation (SFA).
SFA comes into play when you want to track interactions between employees and customers—for example, calls made by sales reps or other interactions with clients.
So, let’s define what a customer relationship management (CRM) tool really is.
Essentially, a CRM tool is any software program that helps businesses keep track of their relationships with customers.
Every interaction your business has with a customer or prospect, from a sales call to an e-mail inquiry or social media message, can be stored in your CRM system and used for future reference.
It’s like having a personal assistant who remembers everything you’ve ever said—and then keeps it all organized and accessible.
What is Shopify CRM?
Shopify CRM is one of many customer relationship management tools. It’s designed to help you manage your online store, but can also be used for managing sales and marketing.
The best thing about Shopify as a CRM tool is that it’s all in one: you don’t have to worry about integrating multiple software systems together.
But there are other options out there that give you more flexibility depending on what type of business you run, so let’s go over some other great CRM options and see how they measure up!
Since managing relationships with your customers and prospects are such an integral part of running a successful eCommerce business, we wanted to look at some of the best tools available today.
5 Key Features of a Good Shopify CRM
A customer relationship management (CRM) tool provides a centralized place for collecting, organizing, and tracking customer information.
Integrating your sales platform with a good CRM enables you to capture important information about customers and prospects, such as contact information, purchase history, and preferences.
Here are five key features of a good Shopify CRM:
- Ease of use — if a tool is difficult to set up or not user-friendly, your team may not use it.
- Searchability — if your data is stored in multiple places, chances are it’s hard to find what you need when you need it.
- Analytical tools — can help you track leads over time so that nothing falls through the cracks.
- Seamless integration — having all your data in one place makes communication between marketing and sales much easier.
- User training — train employees to do things like nurture leads, add content, update profiles regularly and resolve issues faster. This will keep productivity high from start to finish on every customer touchpoint.
There are many Shopify CRM options available on the market today; here are nine of our favorites based on their ease of use, robust functionality, and scalability
Top Benefits of Shopify CRM
Time is money, and that still holds true. Every moment of every day you and your employees are getting paid for working.
The problem is that there isn’t an exact currency value in those hours; therefore, it can be difficult to assess which activities are truly contributing toward achieving your company goals.
With a solid CRM solution, you can track all of your team member actions in real-time, allowing you to pinpoint where specific issues or opportunities might be coming from within your organization.
This will allow you and your team members to make informed decisions on how best to spend their time so that every minute counts for productivity.
What are the Best Shopify CRM Tools of 2023
Here’s a breakdown of our top 9 Shopify CRM tools that provide valuable insight into bettering your business and boosting sales.
These are by no means meant to be all-inclusive, but rather, a good sampling of the most popular options available today.
Here’s what we like about Pipedrive:
What makes Pipedrive stands out from competitors is its ability to integrate with other systems besides email—such as customer service software (Zendesk) and social media marketing platforms.
Pipedrive has multiple tiers available that cater specifically to small businesses (starting at $25/month), while large enterprises can pay as much as $600/month to get access to advanced features.
Pipedrive is perfect for B2B companies looking to streamline sales cycles (not only through one-on-one communication with leads) but also when communicating with partners and clients.
Some key features include pipeline visibility (team collaboration), follow-ups through email tracking via Gmail, and G Suite integration, although they also lack some features such as complex automation or workflows.
Pipedrive CRM Plan & Pricing
Pipedrive is a tool that helps you better manage your pipeline, manage leads, and track performance.
It can be integrated with most major e-commerce platforms and has a free trial period of 30 days (most similar tools offer only a 15-day trial).
Pipedrive pricing structure involves only one plan, which gives you access to everything on its platform
Here’s what we like about Salesforce:
Salesforce is one of many cloud-based Salesforce CRM providers available.
The tool offers basic contact management, and a project management suite, and can import and export contacts from Gmail.
The best thing you can say about Salesforce is that it doesn’t try too hard, which means it doesn’t bombard users with a lot of unnecessary information.
Sure, there is data on your contacts, past activity, and everything else you’d expect in a traditional CRM system, but nothing more.
If you’re looking for a tool that’s simple to use and focused on sales performance, then Salesforce is definitely worth checking out.
Salesforce CRM Plans & Pricing
If you’re looking for a simple and easy-to-use tool to help your company manage leads and sales prospects, SalesforceIQ is a good option. See plans & pricing here.
Here’s what we like about Cin7:
Even though it was recently launched in 2015, Cin7 has been well-received by reviewers everywhere.
One of its biggest selling points (or differences) is its offline functionality for companies who rely heavily on mobile devices or have limited internet access due to location or company culture.
Another notable feature is lead tracking via Google Sheets so whether or not you integrate with an email service provider (such as MailChimp), if your leads are sending their contact info through Google Sheets then Cin7 will still be able to track them.
Here’s what we like about Salesflare:
Salesflare offers some pretty cool features that make it particularly attractive to B2B startups and established businesses alike.
One of our favorite features is Ecommerce support because it makes Salesflare a multi-purpose solution that goes beyond simple sales management.
For example, if you’re dealing with thousands of contacts on a monthly basis then managing these relationships can be time-consuming (especially if you rely on multiple platforms).
That’s where Salesflare comes in because you can sync up all your accounts through Google Sheets (including Gmail).
Salesflare allows you to track leads based on their engagement history while syncing everything up across different team members and departments (such as accounting or customer service).
Salesflare’s most basic plans start at $19 per month for 1,000 contacts. The mid-tier level starts at $49 per month for 3,000 contacts.
Salesflare’s top-tier plan starts at $99 per month for 10,000 contacts. As your business grows and more sales are generated, Salesflare will automatically upgrade you for free.
Here’s what we like about Contactually:
If you’re looking for more than just an email software or template, then Contactually should be at least near the top of your list.
Contactually is a complete solution that offers personalization and prioritization across all channels (email, SMS and push notifications).
It can help B2B marketers manage relationships better by identifying past and potential customers.
Also worth noting is its ability to increase sales performance through specific features such as goals-based reminders that remind users which accounts they haven’t contacted in a while.
Here’s what we like about Yesware:
Yesware really has one purpose—to track emails and make sure their campaign is successful—and does so with some pretty solid integrations without a steep learning curve.
Yesware help you to track emails such as Google Sheets integration for mail merge.
The key feature of Yesware is tracking and follow-ups, which can be done via email or on the go directly from your phone.
The price is $15 – $85 per month. For more info, check out Yesware pricing.
Here’s what we like about Kahuna:
The main benefit of Kahuna’s product offering is its simplicity when compared to other tools that offer similar features such as sales pipeline management or workflow automation.
However, if you’re looking for more than just simple messaging apps then you may want to look elsewhere since Kahuna offers little else in terms of product features.
To use Kahuna all you need is your mobile device (iOS or Android), an internet connection and gmail account.
Kahuna CRM Pricing
$15 – $50/mo, Free Trial, 14-day Money Back Guarantee.
8. Zoho SalesIQ
Here’s what we like about Zoho SalesIQ:
When it comes to small business software, most startups don’t expect much and are happy with basic features—Zoho gets that.
One of our favorite things about Zoho SalesIQ is how easy it is to use—even a 5th grader could figure out how everything works.
With few clicks, you can customize messages and get reports based on different criteria including demographics. We also love its integration potential.
If there’s a service or application you’re already using then chances are good Zoho will integrate with it just fine (think Google Sheets integration for email tracking).
Overall, there aren’t many bells and whistles here but if all you need is email tracking then Zoho will do just fine.
Zoho SalesIQ Pricing
$129/month – Zoho SalesIQ is an end-to-end solution for managing your customer relationships. See all pricing.
Here’s what we like about EfficientPIM:
In terms of feature set and flexibility, EfficientPIM really isn’t anything special since there are lots of other tools that have similar offerings
The only advantage EfficientPIM has over all other Shopify CRM tools is its ability to track your emails even when they’re not related to your primary sales role.
If, for example, you run a marketing agency then it can help you stay organized by tracking an email with a graphic designer for a completely different project.
Here’s what we like about Insightly:
The best way to describe Insightly’s product offering is perhaps as ‘Salesforce Lite’ or ‘Zoho Light’.
Insightly is an easy-to-use tool designed for small businesses and startups looking for productivity features such as lead generation or task management in addition to basic CRM functionality.
If you want something more advanced then chances are good that you’ll need another system, but if all you need is basic contact data with some workflow automation thrown in then Insightly might just be up your alley.
Insightly CRM Pricing
Pricing ranges from $8-$49 per month depending on your plan and needs. See full pricing
11. Streak CRM
Here’s what we like about Streak CRM:
Another one of our favorites on this list is Streak CRM.
Although its user interface isn’t exactly beautiful, there’s a lot of functionality here for anyone who wants more than just basic CRM software such as
- data tagging,
- file attachments,
- and lots of integrations (including email integrations for Gmail and Outlook).
If you’re looking for something with a lot more features then you might be better off with Zoho or even Salesforce but if you want something in between then it could be perfect
Streak CRM Pricing
Free 14-day trial; then, $12 per user per month, with paid plans starting at $79/month. More info here.
Best Software to Integrate With Your Shopify CRM
Tracking and recording your customer interactions is one of the most important parts of any successful business.
As a salesperson, you want to ensure that you’re following up with customers in an effective way
The best place to start is by adding a comprehensive contact management tool like Shopify into your workflow.
Here are four ways you can use Shopify (or similar tools) in conjunction with your existing systems.
This isn’t intended as an endorsement—we’re not saying these are ‘the best’ but they may work for you depending on how your current system operates.
1: Integrate with Salesforce AppExchange module:
Software companies like Outreach and KickoffLabs have developed modules that integrate with both SugarCRM and Microsoft Dynamics GP.
If you haven’t already invested in one of these large ERP solutions, it might be worth considering them as a starting point. And If you already own or plan to invest in one of these enterprise-level solutions, find out what add-ons are available for integration purposes.
2: Use Data Analytics With BigQuery:
Google BigQuery allows users to upload data from their chosen source and query it directly from Google Sheets or Excel using SQL queries while collaborating with team members and working on live data sets in real-time without writing code.
This integration makes for a seamless experience for those without experience coding, but also eliminates some of the complexity that is otherwise involved when dealing with SQL databases.
There are still very complex business rules embedded within these solutions – so if you want them automated they are going to take either developer effort or third-party solutions – though how much you pay will depend on your particular use case.
3: Integrate with Zapier:
If you don’t feel like trying any third-party tools, there are ways to integrate your existing system with Shopify’s platform apps as well through Zapier.
This works by first installing a free Zapier account and then dragging pre-built integrations from their marketplace into it.
It can save time on developing an entirely new solution but will still require some knowledge of coding in order to customize some of these solutions for individual use cases.
It’s worth noting that these integrations – unlike those found on BigQuery or Outreach – typically aren’t free after one year of usage.
So keep that in mind if you’re not willing to pay for them at all. The benefit here is speed as most – but not all – of these integrations should take no more than 10 minutes to set up.
4: Integrate with Shopify Platform Apps From Carrd & Returnbird:
The problem with these methods, however, is that they tend to be somewhat inflexible. This lack of flexibility is exactly why you’re integrating your CRM in the first place – you want an easy way to sync information between all your systems so you have consistent and reliable data.
To address these concerns, third-party solutions such as Carrd and Returnbird have been developed in order to meet specific use cases that larger platforms either can’t support out of the box or won’t work for.
FAQ (Best Shopify CRM Tools 2023)
Can I Integrate Shopify CRM With Facebook Ads?
If you’re looking for a way to track your Facebook ads—or just interested in seeing how they stack up against Google and other channels—then you should probably look into Social Fixer.
It’s a Chrome extension that integrates with your web browser so you can easily keep tabs on whether your ad campaigns are paying off (and if they aren’t, it will point out where things went wrong).
It can also be used to monitor comments on social media so you can respond appropriately when people have something negative to say about your business.
Social Fixer does come with a price tag, though it has been offered at a discounted rate for some time now.
You’ll pay $99 monthly for a basic package that provides access to five sites or businesses.
Does Shopify CRM Offer An App for Mobile Devices?
Many top CRMs come with mobile apps so you can stay on top of your leads and contacts anywhere.
If a CRM has an app, check it out and make sure it integrates with your mobile device (such as an iPhone or Android phone).
And If it doesn’t have a native app, you may be able to use another app that integrates with it.
In addition to boosting efficiency while on the go, having access to information in real time will help improve communication between team members and reduce bottlenecks in certain areas.
Do They Have Any Discounts?
If a customer buys from you directly and then returns, you’re probably going to get annoyed. This can be mitigated by using one of several options:
- charge a return fee,
- offer them a discount on their next purchase, or
- just roll with it and hope for happy customers. You could even do all three.
The tricky part is deciding what rate you’ll offer your customer.
For example, let’s say that 10% of your customers ask for discounts after buying something, should you be willing to take a cut? If they buy more expensive items (i.e., more profitable), then yes.
Are There any Feature Specifics That I Should Know About Shopify CRM?
It’s important to know if your sales system will be specific to just orders, or if it can also be used for inventory management. And some systems might have tools specifically built for managing tasks, projects, campaigns, and other sales materials.
A bit of research into your shop’s requirements is a great idea before diving into a big project like a new CRM system.
Better yet: start small and try out an app or two before you commit—you don’t want to find yourself locked in with no way out later on!
Does Shopify CRM Tool Help Me Get My Work Done Faster and Smarter?
Your new app needs to help you get your work done faster, smarter and better. You don’t need the best if it doesn’t make your job easier. Look for apps that save you time and optimize your workflow.
Before signing up for a tool, use it in action—can you see how it will be useful in your day-to-day? Remember that apps don’t automate tasks—they streamline them.
They’re probably not worth it if they slow down your process or cost too much time.
And if an app is a simple addition or alternative to something else you can already do on your own, ask yourself if there are more efficient ways of doing things.
Finding a comprehensive Shopify CRM tool might be hard. It’s up to you to decide which one meets your needs and eCommerce goals.
Hopefully, now you know what is the best Shopify CRM tool for you. Feel free to suggest or recommend any other tools in the comments section below