If you have a Shopify site and you want to get a CRM platform to manage your customers and improve your processes you will probably want it to integrate them. Many CRM providers offer Shopify integrations that can allow you to get data from your website directly into your CRM which can reduce administration and streamlined your processes.
When you are investigating a CRM system to integrate with your Shopify site you may want to check for the following:
- How does it integrate with your Shopify site and what information can be shared?
- Is it easy to integrate?
- Does it provide a help desk or customer service solution?
- Can it manage your inventory?
- Can it help you to manage your suppliers as well?
- Can it help you to profile and segment your customers?
- What communication channels does the CRM support?
- Does it integrate with email?
- Can you send personalised communications?
- Can you run email and/or SMS campaigns?
- Does the CRM offer communications such as chatbots and live chat?
- What automation does it offer and what time savings will this provide you?
- Does it provide file storage?
- What other apps and tools can it integrate with?
- Do they provide a mobile app so you can access your software and data from any device at any time?
- What reporting functionality does it offer?
- What customer support do they offer?
- Do they offer a free plan or a free trial so that you can try their software before purchasing it?
Companies are ranked in no particular order.
1. Zoho CRM
- Offers a CRM that integrates with Shopify
- Provides a retail management solution
- An omnichannel platform for sales, marketing, support and inventory management
- Manage retail and supply operations
- Customisable user interface
- In-built AI and campaign management
- Mobile apps to help you access data from anywhere
- Integrates with over 100 apps
- Provides real-time reports and insights
- Offers a demo of their software
Website Zoho CRM software
- Provides CRM software that can sync with your Shopify store
- Track your products, inventory and orders
- Helps streamline processes and provides customisable workflows
- Offers tools and stores files
- Collaboration tools
- Integrates with a variety of third-party tools
- Provides reporting and customisable dashboards
- 24/7 customer support
- Offers a free plan for up two users
- Provides a 14-day free trial
Website Monday.com CRM software
- CRM offering integration with Shopify
- Helps you to better support your customers
- Can integrate with your help desk software
- Track sales and marketing activities
- Tailor processes and lifecycles to your needs
- Customisable solution with task automation
- Connect and unify communication channels
- Phone integration
- Provides insight and reporting
- Offers a 21-day free trial
Website Freshsales CRM software
- Provides a built-in integration to share Shopify sales data with their CRM
- Segment users based on their history to target them in campaigns
- Automate campaigns using pre-built workflows
- Allows you to connect communication tools
- Provides templates and tools to build with
- Integrates with third-party apps and tools
- Report on results using the dashboard
- Offers a choice of plans and levels
- Provides customer support over the phone and email
- Offers a free plan and a 14-day free trial
Website HubSpot CRM software
- Provides a Shopify app for Support and Chat to empower agents
- Supplies customer data to agents from Shopify in your CRM
- Queries your Shopify store to find the information needed
- Track sales and customer accounts
- Create and manage sales pipelines
- Automate communications
- Integrates with a range of apps and tools
- Mobile app allows you access on any device
- Provides reporting and forecasting functionality
- Offers a free trial of their software
Website Zendesk CRM software
6. Keap CRM
- Offers a CRM solution that integrates with Shopify
- Store all client information including sales data on all devices
- Provides sales and marketing automation
- Sales pipeline management
- Sell online and collect payments
- Email marketing
- Integrates with hundreds of apps
- Mobile app
- Reporting and analytics functionality
- Offers a free trial
Website Keap CRM software
7. Nimble CRM
- Provides a CRM solution with Shopify integration
- Send information automatically without coding
- Track activity and customers
- Integrate with email and social media
- Customisable pipelines
- User-friendly dashboard
- Mobile app available on iOS and Android
- Manage data and produce reports
- Designed for small businesses
- Offers a 14-day free trial
Website Nimble CRM software
8. Agile CRM
- CRM that integrates with Shopify
- Supports sales, marketing and customer service
- A cloud-based system that is easy to use
- Enables you to run automated marketing campaigns
- Manage your contacts, communications and appointments
- Track and monitor sales progress
- Automate workflows and processes
- Email and SMS marketing and tracking
- Task management
- Offers a free trial of their software and a free account for up to 10 users
Website Agile CRM software
- Offers a CRM platform that integrates with Shopify
- Provides behavioural insights
- Comprehensive customer profiles to help you understand shopping journeys
- Segment your data using over 30 filters
- Integrated email to run targeted campaigns
- Personalise communications
- Monitor your store in real-time
- Access KPI dashboard, revenue breakdown, product performance and monitor marketing channels in reports
- Supports sustainable growth
- Offers a 14-day free trial of their software and a demo
Website Metrilo CRM software
- Provides a CRM Solution that integrates with Shopify
- Sends information automatically
- Incorporates marketing, sales and support
- Automate processes
- Send personalised messages to targeted audiences
- Send emails
- Can add Helpdesk and live chat software
- Integrates with a wide range of apps and tools
- Custom reporting
- Offers a free plan for up to 15 users
Website EngageBay CRM software