It is just the ideal situation.
You know your ecommerce stuff. But you know your customers better. They do not have to say much because you already know what deals to send them via email, SMS, social networks, and what not — and almost exactly when they want to see them.
And you always make it happen.
It is as if you have their individual shopping habits wrapped around your promos. All the time.
You have your customers well segmented. You have a deep-running awareness of what each one wants, needs and expects. So you personalize your Shopify deals along that stretch of knowledge. And it works.
Now, snap back to the actual situation.
Are you doing all you can to nurture your Shopify customer relationships? Are you giving each lead, prospect, and customer the personalized attention they crave for? And if you are, are you getting the ROI you deserve?
Because if you are not using an elaborate customer relationship management system for ecommerce with your Shopify, you might be missing out.
Here’s a snapshot of what you could be missing out on:
Clearly, there is a lot an ecommerce website or online store owner stands to gain by implementing an ideal ecommerce CRM.
If you are yet to choose such a platform, you’ll want to consider the following. Some of these are free CRM integrations for Shopify—ideal for freelancers and small startups. SMBs and larger enterprises have even more options below.
Table of Contents
Read on to discover ecommerce CRM reviews of the top 13.
The Zoho CRM for Shopify extension will let you easily share customer, product, sales, and more targeted data between your Zoho CRM and Shopify store. The integrations are available in Zoho and Shopify’s marketplaces.
The integration means you can have up to 25,000 contacts in your CRM. You can create each one’s profile, add custom fields to capture additional segmentation details, and define scoring rules.
While Zoho’s free ecommerce CRM offers a lot for two users, when you want to add email automation, sales signaling, inventory management, and multi-user portals, you can purchase one of the Zoho CRM.
With Zoho CRM you get a link to using Zoho SalesIQ. This is a live chat program you can even have running in the shopping cart. That means you can be available for leads, prospects or customers that have questions, objections, and concerns right before buying into your offer.
The integration will also record anyone who reaches out to you as a lead in the Zoho CRM. You can then follow up on the new lead to encourage them to convert to sales-ready prospects.
And if you want a Shopify CRM that will offer an ecosystem of business apps so you can operate from one place, Zoho offers up to 24 such apps. Those include accounting, invoicing, email automation, and collaboration tools.
Like Zoho, HubSpot CRM for Shopify offers several ecommerce solutions that can help you gather unique and detailed customer insights. And then you can personalize your marketing approach.
You can align all customers’ order data with their profiles. Then you can go ahead and segment the customers using custom tags or criteria. For example, you can tag them based on lifetime value, average order value, new customer, products purchased, and even “idle customer”.
You can review HubSpot CRM analytics for Shopify such as purchase frequencies, recency, and monetary value. With that information, you can set up the CRM to score customers, so you can develop marketing campaigns that are relevant to each segment of customers and boost ROI.
For example, you can automatically send out emails offering hot deals, countdown offers, and coupon codes to a lead, prospect or customer based on the information in their CRM profile.
Also, with HubSpot Sales, you can import contacts straight into its interface. You can also use your email account to track when a lead, prospect or customer opens an email you sent them.
HubSpot does offer lots of customer support in case you hit a snarl up when integrating its CRM with Shopify. You can even access its documentation to learn how to optimize the integration and get more returns for your effort.
This popular CRM offers a powerful Shopify integration to help you accomplish several ecommerce goals.
Expect to add Shopify customers as contacts in your Salesforce account. You’ll be able to keep monitor important customer details such as what type of products they buy, when and how frequently.
By integrating Salesforce CRM with Shopify, you can also automate CRM actions and sync contact data between the two ecommerce platforms. With the personalized information it collects, Salesforce can help you generate detailed customer personas and analytics such as the number of active customers, how much they buy, at how much, when, how and how often.
That way, Salesforce for Shopify can produce sales forecast reports, notify you if a lead, prospect or customer triggers a workflow, and how they score against your set criterion.
The integration is also designed for all business sizes, so both small and large organizations can use Salesforce CRM with Shopify. And with an IOS or Android device, you can access your CRM insight on the go, too.
Britix24 is a powerful, all-in-one ecommerce CRM, sales and marketing platform, collaboration and email marketing automation solution. The web-based program also offers cloud computing services for ecommerce customers.
Also, with Britix24’s project and task management tool, you can set up tasks to ensure you are doing enough to nurture leads, prospects, and current customers. So even if business is plenty, you can still engage customers that haven’t made any purchases/actions for a while. You can also monitor your schedule to ensure you are taking care of every customer’s order by tracking your involvement in projects, efficiency, and accomplished tasks per month.
In fact, you can use the calendar built into Britix24 CRM to ensure your customers’ needs are well scheduled and organized. You can then track your performance, deadlines and completed projects that way.
To help you monitor sales and quotas, Britix24 offers easy to read and interpret data visualization. You can view orders, invoicing and payments right from the dashboard, too.
Britix24 can log all types of calls to its Call Center and Telemarketing tool as well. So you can automatically add callers to the CRM.
And you can add an unlimited number of users for free, too. If you need to add more features and make the Shopify integration even more powerful, Britix24 offers several paid plans to match different industries and business sizes.
Metrilo ecommerce CRM is powerful in that it tracks and captures behavior automatically. The tracking starts before the visitor becomes a lead. When the visitor signs up for an account, Metrilo uses the historical data to create detailed customer profiles.
Any future actions a lead, prospect or customer takes will also record into the CRM and update accordingly.
The type of data the ecommerce CRM tool will collect includes contact details, browsing history (on your Shopify site), purchase history, the value of past purchases, and any tags you may have added to their profile. You can even know what type of device they used to interact with your site or product, including whether they watched your product’s demo.
Then you can use over 30 Metrilo CRM filters and filter combinations to segment your contacts. That way, you can even create a targeted marketing campaign aimed at marketing qualified leads only—so as to encourage them to take the next action in your funnel.
Metrilo’s task manager help make it easy to set task deadlines, alerts, and notifications to ensure a client’s work is completed in time. In fact, you can also delegate tasks within Metrilo.
Still, Metrilo’s CRM for Shopify allows users to request customer experiences feedback from real customers, which can help with improving the Shopify site or buying process by making it easy for people to buy from you.
If you are looking for a simpler CRM tool than all-in-one solutions such as HubSpot CRM, Britix24, and Zoho CRM, Nimble might appeal to you.
Nimble focuses on contact management.
It is designed to help users make the most of their lead generation strategy by tracking, engaging, and nurturing contacts. It is also helpful in bringing together visitors, leads, prospects, and customers from across all social channels.
Like Britix24, you can expect to view most of the data from the dashboard. No multiple clicks and scrolling to get to what you need to start leveraging your customer data.
It automatically pulls social and contact data, adds the data to unique customer profiles, so you do not need to spend hours more to compute the data yourself.
With the Nimble Smart App (extension for browsers), you just have to hover a mouse over a name on say, LinkedIn and Nimble will upload that information to the relevant profiles. The tool will upload details such as position and social media profiles. If you hover above a company’s profiles, you can get information such as size and (if publicly available) revenues.
Nimble also offers calendar, email (with Outlook and Gmail plugins), and all other standard CRM benefits. Interestingly, messages you send as broadcast emails do not display as mass emails to the receiver. Rather, like personalized messages sent to only a particular individual.
When you integrate Capsule CRM with Shopify, you decide to store and manage all your business relationships in one place. Capsule CRM makes it possible to not only manage customer profiles and related data but also vendors, site visitors, and leads.
To further help you create detailed customer profiles, Capsule allows you to add notes, a contact’s history (including social updates) and files/documents to it. That can work well with its task management and collaboration tools as well.
For example, if you attach a conversation with a customer that needs their order delivered within a certain period, you can combine these portions of information, schedule it, assign a co-worker to that order/account, so you can honor the deadline in time.
All these you can accomplish from an Android or iPhone as well.
Still, you can track bids, proposals and deals from vendors, leads, and clients right from your Capsule database. Besides, you can track specifics such as which customers bring in the most monetary value, create sales reports and define processes for your team to follow to meet goals.
The ecommerce CRM also integrates with other top ecommerce tools such as MailChimp, Zendesk, G-Suite, and QuickBooks if you want to have all the right information in a few clicks.
Can you integrate Shopify with Agile CRM?
The Agile CRM app is a one-time integration that’s aimed at helping Shopify sellers use web engagement and marketing automation tools to boost sales.
You can set up Shopify Event Triggers. That will help you configure a specified campaign whenever a Shopify Event occurs. An example of a Shopify trigger could be an order cancellation or creation of a customer. Once you set up the triggers, you’ll not need to sync your contacts with Agile CRM. That will be taken care of automatically.
Agile CRM provides a PDF guide for setting up a Shopify CRM with Agile.
Another powerful feature to take advantage of is Agile’s cart abandonment tool. The tool makes it possible to reach out to abandoned cart owners with personalized messages. That way you can not only remind them about their shopping cart but also encourage them to complete the entire buying process.
Insightly focuses on three areas of ecommerce CRM: customer profiling, contact management, and order delivery.
Like other CRM solutions here, Insightly tracks contact’s interaction with your site utilizes business intelligence tools to automate some aspects of customer profile creation, segmenting and tagging abilities to help Shopify users build long-term relationships that pay.
The tool will automatically capture incoming contact information and add it to your account’s database. Lead capturing and distribution are both automated. And with its Pipeline view, you can manage leads, sales, and even send tracked emails automatically.
You can also set up and automate workflows to ensure timely project delivery.
With Insightly’s mobile CRM app, you can monitor all these actions happening from your mobile device, too. And if you need to customize your Insightly for Shopify integration, you can develop your best customizations using the platform’s API.
Many of these top Shopify CRM integrations do more than just contact management. The ecommerce CRM tools also offer added benefits such as project and task management, workflow automation, and custom reporting.
Shopify sellers can use them to web-engage visitors, leads, prospects, and customers around the clock. They can use tags to segment contacts and use the technique to develop highly-targeted marketing and pipeline campaigns that boost sales.