Best eCommerce CRM Software to Integrate With Shopify

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Last Updated: April 2024

Nearly a third (32%) of all eCommerce websites in the US use Shopify; thanks to its user-friendly features. At press time, there are 4,039,506 websites live that are using Shopify. 

However, despite the explosive popularity, if you have been using it for a while, you’ll agree that Shopify’s native CRM apps could use some updates. 

Not all apps available on the Shopify App Store are on par with the latest alternatives available on other platforms. However, given the changing customer preferences since the pandemic, you can no longer afford to take chances with your customer experience. 

So it is no surprise that many businesses are turning to third-party software (plugins or connectors) to meet their needs on Shopify. However, the task is not as simple as a quick Google search for “best CRM for Shopify.” 

There are simply hundreds of options available, and unless you’re clear about the baseline features, you might just end up making the wrong choice.

This article will see some of the best CRM software to integrate with Shopify for a more optimized workflow. 

What to Look for in a CRM Integration for Shopify?

What-to-Look-for-in-a-CRM-Integration-for-Shopify

Whether you run just one or multiple online stores, you want to choose a Shopify CRM integration that keeps up with the growth of your business. 

In addition, your CRM of choice should contribute to business goals like customer acquisition and retention by helping you make the best possible use of customer data. 

So, what sets apart the ‘best CRM for Shopify’ from the rest of the pack? Let’s find out:

1. One-click integration

This one is non-negotiable. The CRM software you choose should be able to seamlessly integrate with existing tools and workflows—like vendor management, order fulfillment, inventory management, returns, and refunds—right out of the box.

On the other hand, if the app needs custom integration, you will also have to do data validation and user testing, which will add to the deployment cost and time.

2. Easy to use

The Shopify CRM app you choose should make it easier for your customer service team to access customer information across multiple queues and departments. 

For example, it should automatically sync purchase information with marketing offers based on eligibility. This can enable agents to upsell offers and drive sales proactively. 

The app should also capture account memos automatically so that agents can focus on customers instead of documentation. 

However, if you are considering a free Shopify CRM integration, do bear in mind that some of these value-added features may only be available for a limited time.

3. Workflow automation

A quick response time is critical during the festive season when support volumes are at their peak. The CRM you choose must sync with ERP and helpdesk tools to automate routine functions such as ticket assignment, follow-ups, email auto-response, etc. 

For instance, the latest Shopify CRM apps can automatically trigger an escalation based on predefined criteria. Thus, workflow automation improves agent utilization and enhances the customer experience.

Top 5 CRMs that Integrate with Shopify

Top-5-CRMs-that-Integrate-with-Shopify

While several CRMs integrate with Shopify, here’s our pick of 5 of the best:

1. Hubspot

Hubspot may be free, but its user interface and capabilities are comparable to the best-paid CRMs out there. Its biggest USP allows you to customize your lead-to-conversion workflows end to end. This feature helps you contextualize the customer experience and adapt your sales strategy accordingly. 

Additionally, Hubspot CRM comes with a comprehensive array of sales enablement features: drip email and lead generation. It is also very user-friendly – just like the rest of the Hubspot platform. 

What tips the balance in Hubspot CRM’s favor is the unlimited free usage; however, paid plans costing up to $1200 are available for enterprise customers.

2. Salesforce

If you’re a Salesforce user, it makes perfect sense to go for a Salesforce Shopify CRM integration. But, even if you aren’t, Salesforce offers a set of capabilities that helps eCommerce brands optimize their marketing funnels and increase ROI. 

For example, you can directly populate customer data from Shopify and turn them into contacts. You can then use this data for customer segmentation order management to inventory. 

In addition, Salesforce has a built-in knowledge base called Trailhead, which reduces the learning curve and boosts team productivity. Price plans range from $18 to $3000 per user per month.

3. Agile

Agile is a full-fledged CRM that is highly competitively priced for the capabilities it offers. In addition to marketing automation, it doubles up as a customer support help desk software. This makes Agile particularly attractive for small Shopify stores just starting up. 

Agile’s user interface is based on an intuitive flowchart system with drag-and-drop functionality. This feature simplifies running marketing campaigns, ticket management, and follow-ups. Prices start from $48 per user per month, although a free plan is also available.

4. Zoho

Zoho is on the lower end of the best Shopify CRM apps spectrum regarding features. However, at $12 to $20 per user, per month, it is still a good choice for small Shopify stores. 

In addition, Zoho’s user-friendly interface allows quick access to a range of marketing dashboards and reports. 

In case you’re wondering, it also has a free plan with lead scoring, analytics, and unlimited contacts. 

5. Pipedrive

Pipedrive has all the standard campaign management features you’d expect in a CRM for Shopify. In addition, it allows you to track and manage lead pipelines and conversions in real-time. 

Pipedrive also has a built-in call management feature that syncs call logs with the client’s profile—easy navigation indeed. 

At $12.50 per user per month, Pipedrive is pretty inexpensive for the automation capabilities it provides.

Workflow efficiency and improved pipeline visibility are two of the benefits of Shopify CRM integration. It can enable your online brand to increase conversion, average order value, and retention on the business level. There’s no limit to what you can do with the right marketing automation tools. 

Of course, quality customer service has a significant role to play too. If you are looking to outsource Shopify support, we at HelpLama can help. Get in touch with us today!

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