The 6 Best Shopify CRM Integration Options in 2022

The Shopify CRM Integration has already proven to be a game-changer for small business owners. For those who are still not sure what the best Shopify CRM integration is, this article examines six options that will allow you to choose the perfect match for your needs.

As your eCommerce shop expands, you’ll need to integrate customer relationship management (CRM) software with Shopify. The top Shopify CRMs enable you to better analyze client purchase habits, promote more efficiently, and engage with consumers through email, social media, and phone directly from the CRM. Based on pricing, functionality, and simplicity of use, we examined hundreds of suppliers to discover the six best CRM-Shopify integration alternatives.

Below are the six best Shopify-friendly CRM software solutions and their most common use cases:

• Mailchimp: The finest Shopify CRM overall, and the greatest option for businesses that depend on email marketing.
• Zendesk: Excellent option for companies looking for a CRM that includes omnichannel customer care solutions.
• Zoho CRM; is a great choice for companies looking for social media management solutions.
• HubSpot CRM; is the best Shopify CRM for teams who wish to create unique product sales processes.
• Agile CRM; is the best CRM for Shopify firms that need advanced marketing automation solutions.
• Metrilo CRM; is a fantastic CRM for Shopify merchants that seek easy access to ecommerce metrics.

Mailchimp

4.40 OUT OF 5

What We Enjoy

• Email marketing solutions that are robust and may be customized depending on consumer behavior
• All plans include with complimentary marketing and commerce tools.
• Up to 2,000 contacts with a feature-rich free plan that includes useful features like customer behavior analytics and targeted product suggestions.

What Isn’t There

• There are no tools for managing sales and pipelines.
• Scaling is costly since expenditures rapidly mount as the number of customers grows.

Costs

• Up to 2,000 contacts are available for free (limited features and templates)
• Starts at $11 per month for the essentials.
• Standard: Monthly rates begin at $17.
• Premium: Starts at $299 per month and goes up from there.
• From Websites and Commerce: From $0 to $29 per month to $29 per month for websites and commerce
• Starts at $20 per month for transactional emails.

Mailchimp is one of the most popular email marketing platforms on the market, and it’s our selection for the best Shopify CRM overall. You can advertise more effectively to prospects and customers using bespoke and prebuilt audience segments thanks to its simple interaction with Shopify. You may send marketing emails like prospect offers, new subscriber welcomes, discounts and time-limited deals, purchase updates, and repeat customer incentives based on audience segmentation.

The Customer Journey Builder in Mailchimp’s email marketing product enables users to deliver relevant information depending on their customers’ activities and behavior. These are useful for reminding prospective purchasers about abandoned carts or reactivating dormant consumers with promotional emails. It also enables you to send tailored emails to your consumers with relevant product recommendations based on their purchase history.

Mailchimp does not have deal and sales funnel management features since it is not a typical CRM. Another key flaw is its price plan, which rapidly adds up as your number of subscribers, contacts, and emails grow. Your return on investment may be well worth the expenditure if you use excellent email marketing.

If you’re looking for a CRM application with basic CRM functionality, we suggest Zoho CRM. Meanwhile, HubSpot CRM (Customer Relationship Management) is the finest solution if you require a more cheap allocation for emails and contacts.

Features

Users can combine their sales and marketing data in one place thanks to Mailchimp’s connection with Shopify. Take a look at some of its most notable characteristics below:

• Customer lifetime value: Historical data helps you to analyze purchase history, allowing you to classify customers depending on how likely they are to spend, allowing you to obtain insights into rewarding VIPs or bringing back occasional purchasers.
• Contact profiles: This allows users to acquire a better understanding of their contacts by enabling them to look at individual contact profiles and get insights from their behaviors, such as whether they took advantage of previous deals, which devices they utilized, or what things they bought.
• Subject line helper: An interactive application that gives users feedback on word and character counts, as well as emoji and punctuation, to assist them in writing catchy and successful email subject lines.
• Split testing: This allows you to test up to three different email versions for a campaign, including subject lines, graphics, layouts, and the time and day of the week they are delivered.

Users may produce dynamic, professional-grade emails to consumers using Mailchimp’s Shopify connection, which includes product images, pricing, and a link to the product page. (Image courtesy of Mailchimp)

The customer journey builder in Mailchimp is a workflow automation tool that sends emails and takes actions depending on the customer’s activities. (Image courtesy of Mailchimp)

Email marketing, basic contact management, surveys, and social media publishing are all available with Mailchimp. It offers a variety of options for small companies, each of which includes access to a large template library that makes it simple to send professional-looking email marketing communications.

Zendesk

4.36 OUT OF 5

What We Enjoy

• From the CRM, communicate with customers through email, phone, and text.
• Purchase history, online activity, and loyalty status are all included in detailed customer profiles.
• Customer service analytics and reporting technologies that are robust

What Isn’t There

• There is no free plan available.
• Lead scoring, task automation, and mass emailing are all missing from the cheapest subscription.

Costs

• Team for $19 per month per user
• Professional for $49 per month per user
• Enterprise for $99 per month per user.
• 30-day free trial

An yearly contract is the only option.

Zendesk provides various omnichannel communication tools such as email, an in-app phone dialer, and SMS for convenient customer outreach. These tools are particularly useful for Shopify users who want to integrate their online store into a CRM system with channels that enable them to answer customer queries, facilitate requests, or address complaints while logging them into the CRM system.

Apart from allowing users to manage diverse communication channels, Zendesk also has reporting capabilities that cover several areas, such as sales forecasting, goal tracking, email campaign performance, call analytics, and agent performance. As far as other Shopify CRM alternatives, Zendesk does not offer a free plan—unlike HubSpot CRM (Customer Relationship Management) and Zoho CRM.

Zendesk also lacks the marketing tools users can get by subscribing to either Mailchimp or Agile CRM. Finally, sales features like lead scoring and workflow automations are lacking at the lowest tier, but you will find both in the free version of Zoho CRM.

Features

Zendesk streamlines account and project management by automatically tracking all of your activities and logging them into the system. Some of our favorite functionalities include:

• Prospect list building: Create customized lead lists based on industry, firm size, and role, and use the integrated communications capabilities to automate outreach to leads on your lists.
• Lead scoring: Create scoring algorithms based on factors like the amount of interaction or job titles to rapidly identify which leads are most likely to become paying clients.
• Easy customer data access: Access relevant customer Shopify data such as order information, billing, and shipping within Sell with Zendesk.
• Create triggers to automatically establish tasks and allocate them to individual agents depending on their expertise or availability.

Zendesk’s Shopify integration provides access to important customer data, such as order history and open tickets, from a single platform. (Source: Sell with Zendesk)

Zendesk enables businesses to manage and optimize their sales processes through its excellent lead management capabilities, mobile application, and communication tools. It also has an advanced mobile CRM application and a user-friendly interface.

Zoho CRM

4.34 OUT OF 5

What We Enjoy

• Use the CRM platform to communicate with customers through social media.
• Orders, inventories, and product listings are all synced in both directions.
• It’s intuitive and simple to use, making it excellent for newcomers.

What Isn’t There

• Three users are allowed on the free plan.
• Only the top-tier plans provide advanced analytics features.

Costs

• Up to three users are allowed on the free plan.
• Standard: $14 per month per user
• Professional: $23 per month for each user
• Enterprise: $40 per month for each user
• Ultimate: $52 per month per user
• 15-day free trial

Based on a yearly billing cycle. Monthly subscriptions are also available at higher rates.

Zoho CRM is a powerful, all-in-one CRM platform with a wide range of social media marketing features. Shopify merchants may engage with consumers through social media messaging channels from the CRM thanks to the Shopify-CRM integration. Other social tasks they may do include monitoring consumer comments, brand mentions, and importing leads directly from social media into the CRM system.

Users may also manage client data in one place using Zoho CRM’s Shopify connection. This comprises product quantity and inventory synchronization in both directions, as well as the processing of new orders, cancellations, and refunds.

Zoho CRM’s free plan, on the other hand, is restricted to three users, and its extensive analytics tools are only available in the more costly price plans. HubSpot CRM (Customer Relationship Management) is the ideal alternative for consumers that want unlimited user allocation in their free subscription. Agile CRM, on the other hand, is a good option for companies looking for a low-cost package with strong reporting and analytics features.

Features

Zoho CRM features a robust feature set that assists customers with everything from lead creation to process automation and deal closure. Take a look at some of the platform’s best features:

• Artificial intelligence (AI) prediction tools: Zoho CRM’s AI tool, Zia, can score leads, recommend tasks based on activity status, and suggest workflows.
• Sales forecasting: Examines both current and past forecasting and performance data to provide the most appropriate objectives for your company.
• CRM reports and analytics: Data-driven reports provide information on a wide range of indicators, including sales performance, trends, marketing campaigns, and activity reports.
• The Zoho CRM mobile app makes it simple to add comments to prospect records, engage with leads, and manage goals.

The Shopify connection in Zoho CRM allows users to access data about orders placed on the ecommerce platform, such as the customer’s name, order name, quantity, and payment status. (Image courtesy of Zoho CRM)

Users may manage sales force automation, workflows, CRM reports, inventories, and communications using Zoho CRM’s single platform. It’s also great for non-technical users since it offers an easy-to-use interface with simple admin controls.

HubSpot CRM

4.00 OUT OF 5

What We Enjoy

• Create numerous product processes depending on the behaviors of your customers.
• Free plan with a lot of features, such as an in-app dialer and bulk email sending
• Users are given a one-million-contact allotment.

What Isn’t There

• The free plan does not provide statistics on email campaign performance.
• Access to higher-tier plans requires steep hikes.

Costs

• User allotment is unlimited for free.
• $45 per month for two user seats in the Starter Sales Plan
• $450 per month for 5 user seats on the Professional Sales Plan
• $1,200 per month for ten user seats on the Enterprise Sales Plan
• 14-day free trial

Based on a yearly billing cycle. Monthly subscriptions are also available at higher rates.

HubSpot CRM (Customer Relationship Management)’s Shopify integration enables the creation of custom workflows by analyzing customers’ interactions with your site, products, and deals. For example, HubSpot CRM (Customer Relationship Management) can customize a workflow when a customer scanned your online store but did not make a purchase. The system can trigger abandoned cart email nurturing, smart “calls to action” (CTAs) in content, and product-specific re-engagement ads.

Ecommerce reports will also be added to your account once it is linked. This enables you to create reports that monitor orders and consumer involvement, such as average order value, top sellers, underperformers, and abandoned carts.

HubSpot’s free package, on the other hand, lacks data-backed insights for email marketing (unlike Mailchimp). Furthermore, higher-tier plans are more costly, which is a disadvantage for small firms that are continuously developing and startups who want to increase fast. Zoho CRM is the finest Shopify CRM connection for more cost-effective solutions across price tiers.

Features

HubSpot CRM (Customer Relationship Management) offers extensive sales tools to help users manage customer relationships more effectively, from prospecting and converting leads to closing sales and retaining relationships. Check out some of its best features below:

• Excellent email marketing solutions for users that need to send professional-looking marketing emails to grow their consumer base.
• Task management: To better manage various customers and projects, create a sequence of follow-up activities.
• Sales and lead prospecting: See when leads visit your website in real time and figure out which prospects are the most engaged so sales reps can focus on them.
• Live chat: Use live chat to communicate with visitors to your Shopify shop in real time.

HubSpot CRM (Customer Relationship Management)’s custom workflows automate next-best actions needed for different situations, including engagement for first-time customers, abandoned carts, and inactive customers.

HubSpot is a free CRM that offers users a centralized, user-friendly interface to manage customer data, understand their behavior, and increase satisfaction and retention rates. It is a great Shopify CRM for those looking for solid CRM functionality, email marketing tools, and time-saving workflow automations.

Agile CRM

3.74 OUT OF 5

What We Enjoy

• Multichannel marketing through email, text, social media, and landing sites are just a few of the marketing techniques available.
• Customer behavior and website data are useful CRM analytics.
• A free plan for up to ten users is available.

What Isn’t There

• According to user feedback, the quality of help should be enhanced.
• Only premium subscriptions have an in-app dialer.

Costs

• Supports up to 10 users for free.
• Starter: $9.99 per month for each user
• Regular price: $39.99 per month, per user
• Enterprise: $64.99 per month for each user

Based on a yearly billing cycle. Monthly subscriptions are also available at slightly higher rates.

Agile CRM comes with a comprehensive collection of marketing automation solutions to assist Shopify ecommerce enterprises in increasing sales and customer engagement. A drag-and-drop marketing campaign builder makes it simple to develop multistep marketing processes graphically.

You can also set auto-responders and follow-up messages depending on time or contact activities, and use the platform’s mobile marketing capability to send customised short messaging service (SMS) messages to prospects. Furthermore, the CRM-Shopify interface allows you to offer promotions to increase sales and send surveys to gather feedback to enhance your marketing efforts.

While Agile CRM is an ideal Shopify CRM for users who need extensive marketing automation tools, its free plan lacks an in-app dialer, and some users don’t find its support team reliable. Users who need access to an in-app dialer for free should check out HubSpot CRM, while those who want a more reliable customer support team should consider Zoho CRM.

Features

Agile CRM integrates your sales, marketing, and customer support capabilities into a single platform that you can use from any desktop or mobile device. The following are some of the characteristics we find most useful:

• Customer interests and online interaction patterns, such as goods removed and pages viewed, are analyzed at the contact level and turned into real-time activity reports.
• Exit-intent pop-ups: Create web rules to launch campaigns in real time and based on previous behavior, such as delivering customized and targeted messages to visitors when they are ready to quit their basket.
• Task management: Sort tasks by priority, due date, owner, or status using a drag-and-drop Kanban board project management tool.
• Lead behavior monitoring on social media: Track the social behavior of leads and customers to improve the return on investment (ROI) of your marketing automation efforts.

Shopify users may leverage Agile CRM’s marketing capabilities, such as a landing page builder and promotional pop-ups, to reach out to consumers in a variety of ways. (Image courtesy of Agile CRM)

Agile CRM is excellent for Shopify users that want a CRM that delivers a comprehensive picture of customers as well as basic lead and deal management capabilities. By centralizing all data and interactions throughout the customer experience, integrated sales, marketing, and customer support technologies assist firms in making informed choices.

Metrilo

3.70 OUT OF 5

What We Enjoy

• Advanced client data and in-depth eCommerce analytics
• Every subscription allows for an infinite number of users.
• Email campaigns for abandoned carts and limitless emails are available.

What Isn’t There

• There is no free plan available.; can be budget prohibitive for startups and small businesses
• There is no mobile app available.

Costs

• $99 per month is required.
• $165 per month for a pro.
• $249 per month for premium
• 14-day free trial

Based on a yearly billing cycle. Monthly subscriptions are also available at slightly higher rates.

Metrilo is an ecommerce customer relationship management system. It provides sophisticated analytics capabilities for analyzing marketing campaign effectiveness, engagement indicators, and sales attribution in order to monitor and assess Shopify shop performance. Shopify merchants can quickly monitor marketing channels, referrals, influencers, and discount codes thanks to the CRM-Shopify interface, which helps them to better manage their marketing expenditure and allocate resources to the channels that bring in the most income.

Metrilo’s ecommerce analytics tools provide you a complete breakdown of your store’s revenue streams, including revenue from new vs returning consumers, social media leads, and purchase nation and location. Metrilo also provides product analysis reports to help you understand how your items are doing in terms of views, transactions, and cart abandonment.

The pricing mechanism of Metrilo is its most important flaw. While it may work for bigger teams due to its limitless user allotment, it can be costly for startups and small enterprises that rely on per-user subscriptions to keep expenses down. We propose Zoho CRM or Agile CRM alternatively for the finest Shopify CRM for this, where startups and small businesses may even access higher levels without breaking the bank.

Another flaw is the absence of a mobile app, which is essential for users who don’t always have access to a computer. Users that require a trustworthy mobile app to view their CRM data while on the move should subscribe to Zoho CRM.

Features

Metrilo is a CRM system created exclusively for ecommerce business owners, making it an excellent Shopify CRM. It comes with a number of useful features to assist you in better understanding your consumers’ purchasing habits. The following are some tools that may assist users in developing better product development and client retention strategies:

• Automated product bundle suggestions: Helps you develop high-performing product bundles by displaying which goods are ordered together or instead of one another.
• Customers’ behavior, orders, money spent, and items purchased, as well as basic contact information like name, address, and location, are all shown in rich customer profiles.
• Segment customers depending on their behaviors, such as shop visits, interactions with particular goods, coupons utilized, and the total amount spent.
• Client retention analysis: With cumulative year-over-year behavior data, you can learn which campaigns and goods encourage customer loyalty, as well as better plan for seasonal shifts and cyclical ups and downs.

Metrilo offers customers with processed data and insights, eliminating the need for them to manually analyze raw data reports in order to identify possible business prospects. (Photo courtesy of Metrilo)

How Did We Choose the Best Shopify CRM?

In other words, CRM solutions can retain and analyze your customers’ purchasing data and activity, providing you with a data-backed foundation for customizing and improving your marketing efforts at every point of the customer journey. Your CRM’s connection with Shopify gives you access to data-backed insights into what your customers really desire.

For eCommerce organizations searching for the best Shopify CRM, we recommend Mailchimp. Its no-frills contact management capabilities, straightforward UI, behavior analysis, landing page builder, marketing automations, and multichannel support make it the best choice. Its sophisticated email marketing, in particular, is linked to ecommerce sales success, and you can use Mailchimp for free, so there’s no risk.

40% of the overall score

CRM price was the most strongly weighted while analyzing our best selections for Shopify businesses since cost is always an essential element. We also looked at whether or not there was a free plan, entry-level pricing, yearly prepayment discounts, and whether or not monthly paying choices were available.

20% of the overall score

One of our primary determining reasons was the quality of its Shopify integration. We looked at the whole set of functionality offered by CRM-Shopify integration, such as customized pipelines, reporting, and analytics. We also looked at whether or not a mobile app was available, as well as third-party integrations.

15% of the overall score

When evaluating a software’s ease of use, we looked for two things: user-friendliness and intuitiveness. The experience necessary to integrate it with Shopify, the competence required to manage the system, and the general usability were all considered.

15% of the overall score

Assistance is an essential component of any CRM system, particularly for small organizations without in-house technical support. We looked at the many methods of help available from these companies through live chat, email, and phone.

10% of the overall score

We looked at existing customer evaluations on reputable websites to see how satisfied current customers are and what difficulties they often face. Our ideas and expert opinions on essential features, value for money, and popularity were also included.

Frequently Asked Questions

What is the best CRM for eCommerce?

The best CRM for eCommerce is Hubspot.