Find Your Perfect Shopify CRM with Our Honest Review

By LitExtension

shopify crm

Introduction

There is a good chance you are here because you’re in search of a Shopify CRM but you are buried in tons of options. Or you’ve already made the final choice but you still wonder how to take full advantage of the CRM software you chose. If any of this sounds like you, then you’d better keep scrolling down.

In this article, LitExtension — #1 shopping cart migration expert will strive to answer all the questions you may have:

  • What is a CRM tool?
  • What are the benefits of Shopify CRM?
  • Which is the best CRM for Shopify?
  • How to expand your Shopify CRM capabilities?

All right, it’s time to get started. But first, let’s treat yourself to a cup of coffee. It’s quite a long read but we promise it’s going to be worth every minute of you.

What is a CRM system?

Customer relationship management (CRM) system assists businesses in storing and managing customers’ data. That data can be mined for insights, utilized for improving marketing strategy, automating process, forecasting future sales and much more.

Shopify CRM

Why Shopify?

That you’re here researching Shopify CRM means you’ve already built up your online store on Shopify. But first, let’s spend some time looking through some of the most outstanding Shopify pros — just to reassure you that choosing to go with Shopify is your smart choice!

Shopify Features

Shopify is a dynamic all-in-one solution to host and manage an online store that doesn’t take much muscle and technical expertise. Hence, it’s ideal for newbies and amateur users.

Its pricing structure is quite clear and straightforward. You can choose from the three Shopify pricing tiers with additional features depending on which plan you are on.

Shopify Pricing Plans

If you’re wavering between Shopify and other eCommerce platforms, let’s make use of a 14-day free trial to try out Shopify yourself before making up your mind.

And for more information about how much money you should prepare to open and manage your Shopify store, please take a look at our Shopify pricing evaluation.

Also, Shopify simplifies the act of selling online with a plethora of apps and plugins.

Shopify App Store

Currently, there are over 6000 Shopify apps available on Shopify App Store with 9 different categories: Sourcing and selling products, store design, merchandising, marketing, conversion, fulfillment, shipping and delivery, customer service and store management.

As we’re living in a world where appearance and first impression are more important than ever, you should never overlook your storefront. Being a Shopify user, you get access to a wide selection of Shopify themes: 10 free and 70 paid ones.

Shopify’s Foodie Theme

Created by professional designers, Shopify themes are generally stylish, elegant, feature-rich and mobile-friendly.

Should you feel overwhelmed due to a glut of Shopify themes, our list of best Shopify themes has come to rescue!

And being a hosted solution, Shopify takes care of all the security-related tasks for its users. It’s the platform’s responsibility to ensure your store stays safe from all security risks and all data is automatically backed up.

Last but not least, Shopify is renowned for its dedicated customer support, which is available 24/7 via phone, email and live chat. Other than that, you can also find insightful responses to almost every question in its community forum, help center and video tutorials.

What Are The Benefits of Shopify CRM?

This might sound obvious but it’s true nonetheless: The primary benefit of Shopify CRM is to help merchants cultivate lasting and profitable relationships with customers. At the same time, customers enjoy a personalized experience and white glove treatment that goes along with it.

It would be no exaggeration to say that the benefits of Shopify CRM stretch across the entire sales cycle, from identifying prospects, converting them, to keeping them satisfied and returning for more.

#1 Centralize Customer Data

One of the advantages of Shopify CRM is that it gathers all your customers’ information in one place, so all team members can easily keep track. In other words, Shopify CRM keeps all in-charge people across your team on the same page.

This is of great importance in businesses where marketing, sales and customer success departments don’t work in the same location, or where these departments interact with customers throughout different phases. With all the crucial customer data at everyone’s fingertips, the entire business is better prepared to serve clients in a way they would prefer.

#2 Identify & Convert More Leads

Based on all the data that an eCommerce CRM has pulled in, you will better understand your prospects and customers and build more accurate profiles.

For instance, a Shopify CRM can scour customer’s media consumption and purchase history then identify spending habits and plot which offer will be appealing to each individual. This data can then be used to give customers a relevant offer and a little nudge as well. Perhaps, it’s simply a SMS to their phone or an email marketing in their inbox — that can induce a purchase.

#3 Improve Customer Retention Strategy

Customer retention is the new growth

Shantanu Narayen, CEO of Adobe.

According to Harvard Business Review, depending on which industry you’re in, acquiring new customers can be 5 to 25 times more expensive than retaining existing ones.

Thus, customer retention should always be your first priority. And the heart of accomplishing customer retention is CRM systems.

Data collected by Shopify CRM can bring out different levels of customer engagement so that you can design loyalty programs for those valued clients. After that, you can follow up by informing them of rewards and incentives, so that they keep reverting back on a frequent basis.

Plus, as customer data is shared across departments, it’s way easier and faster to detect issues and address them.

#4 Make Data-Driven Decisions

Gathering data on customers is essential. But the raw data is not enough to communicate the shopping experience of customers. Fortunately, many CRM solutions offer data analytics tools that enable businesses to unlock insights which are invisible to naked eyes.

For instance, Shopify CRM helps you to measure almost anything you’re in need, from customer satisfaction to the effectiveness of the last marketing campaign and your sales team’s performance. In return, these insights help businesses to forecast more accurately and take the guesswork out of planning for future plans.

Now, you can measure everything from customer satisfaction to how well your last marketing campaign did. This helps you decide which product needs promoting, which eCommerce marketing service is the most beneficial for your brand, or how to improve customer service.

#5 Automate Tasks

Another one of the many benefits of CRM systems: They automate time-consuming, repetitive and error-prone tasks.

When it comes to marketing automation, for example, Shopify CRM can give you a helping hand by sending materials to prospects as they come in over their preferred marketing channel. Likewise, Shopify CRM also automates portions of the sales and customer service process, from following up with clients to providing them with instant support.

#6 Earn More Revenue

We acknowledge that many of you might contemplate opting for a Shopify CRM due to the initial investment. But believe us, the return of investment over time is humongous.

Zoho found that CRM solutions improve lead conversion rates by 300%, customer retention by 27% and shorten sales cycles by 24%. If your business is able to take good advantage of the Shopify CRM, you stand a higher chance of making more sales at a higher value and for less cost.

Shopify CRM: Detailed Review of 5 Best Candidates

#1 HubSpot CRM

A Shopify CRM that is strong yet forever free? Does this kind of CRM still exist?

Yes, welcome to the HubSpot CRM club!

What is HubSpot CRM?

HubSpot is a CRM platform that offers sales, marketing, content management, operations, and customer service tools.

Its integration with Shopify allows you to sync and analyze information on customers, products, and deals, and then personalize and automate your marketing campaigns. This integration works on all HubSpot plans.

HubSpot CRM Pricing

One of the first things you’ll see on the HubSpot pricing page is its forever-free CRM tools. Yes, this is not a free trial. With up to 1,000,000 contacts and no limits on users or customer data, HubSpot CRM is completely a free ride, with no expiration date.

The only thing you might need to be aware of is if you use HubSpot’s free CRM tools with Marketing Hub, the contacts you add to your free CRM tools end up in both places, which could affect your Marketing Hub subscription’s contact tier pricing.

HubSpot CRM Features

When it comes to something entirely free, we tend to doubt or underestimate its functionality. This time, HubSpot CRM has proved us wrong.

Though being 100% free, this Shopify CRM includes several popular features: Contact deal and task management, email tracking, email templates, meeting scheduling, live chat and much more.

Of all these attributes, we find HubSpot CRM’s automation engine the most appealing. HubSpot CRM automatically imports particulars of your new customers on your Shopify online store and then autosaves them as contacts, complete with their corresponding sales details. This feature is part of HubSpot CRM’s goal of reducing repetitive tasks for users.

HubSpot CRM Interface

This CRM solution also logs every social media interaction — an excellent way to minimize the amount of time spent on Facebook or Instagram. Additionally, HubSpot CRM syncs up with Gmail, Microsoft Office 365, G Suite and Outlook accounts.

Better yet, HubSpot CRM is intuitive and uber-easy to use. HubSpot developers have done a good job of making everything easily accessible, even though there are a bunch of features available.

In fact, many popular CRMs struggle to find the balance between power, automation, and ease of use. The good news is HubSpot CRM has chosen intuitiveness over the other factors.

And if you ever need help, you can always leverage Hubspot’s extensive knowledge base and a comprehensive library of third-party tutorials in conjunction.

Is HubSpot CRM Your Perfect Match?

All things considered, HubSpot CRM is a great place to start for logging contact information, customer interactions, and leads. It’s also an excellent tool if you’re in need of a basic sales funnel for a startup or small business.

However, you might eventually find that you need something more advanced with flexibility and customizability. In that case, simply move onto a new Shopify CRM or consider other HubSpot’s premium plans.

#2 SendinBlue CRM

What is SendinBlue CRM?

Founded in 2012, SendinBlue CRM is one of the youngest Shopify CRM platforms on our list. But don’t let its young age fool you.

SendinBlue CRM has deservedly earned its place in the league of the best CRM for eCommerce. With SendinBlue CRM, you can easily organize your team and track every customer interaction.

SendinBlue CRM Pricing

Currently, SendinBlue offers 4 plan packages: Free, Lite, Premium and Enterprise.

All of the SendinBlue pricing plans are flexible with no commitments. You also don’t have to type in your credit card to get started.

SendinBlue Pricing Packages

As for the plan specifics, here’s what you have to work with:

  • Free: There is no limit on the number of contacts you can have. Like the three paid versions, the free plan also allows you to segment contacts, customize signup forms and get access to sales CRM.
  • Lite: With $25 per month, you get everything in the Free plan plus no daily sending limit.
  • Premium: This SendinBlue pricing plan is claimed to be the most popular and ideal for marketing professionals. You’ll be able to enjoy all of the features of the previous plan plus instant support via phone.
  • Enterprise: The last one has a tailored volume and a custom price. It also comes with a customer success manager and priority support.

SendinBlue CRM Features

While it’s true that SendinBlue CRM is a young Shopify CRM, it’s likely to surprise you with tons of robust attributes. Let’s see how SendinBlue CRM can support your Shopify online store!

First and foremost, just like any other top CRMs out there, it centralizes all of your customer relationships in one place. SendinBlue CRM uses different lists to organize your contacts based on similar characteristics, source of acquisition, step in the conversion funnel, or any other criteria that work for you.

Furthermore, SendinBlue CRM completes your marketing strategy with smart segmentation, advanced automation and lots of marketing services like email marketing, sms, live chat, landing pages and signup forms.

One quite rare feature of SendinBlue CRM is the ability to send transactional SMS messages directly via your Shopify store. This feature comes with a price tag but it’s still very useful especially when directly integrated with your store operations.

And even if you are a beginner in the eCommerce game, you can set up SendinBlue CRM in no time. No installation or special service required — just upload your contact information and start managing your customer relationships without any hassle.

Is SendinBlue CRM For You?

SendinBlue CRM is a great choice for small to medium-size businesses that are keen on expanding their contact base while, at the same time, nurturing the resultant leads via omnichannel campaigns that combine email with SMS, on-site chat, Facebook ads, retargeting, and landing pages.

#3 Salesforce CRM

What is Salesforce CRM?

Capturing nearly 20% of the market, Salesforce CRM markets itself as the top CRM platform in the world. There are a few options available in the Shopify App Store that can help with Salesforce integration.

Salesforce CRM Pricing

Unlike HubSpot and SendinBlue, there is no free plan. However, Salesforce gives new users a 14-day free trial so you can have some time to try it out before making your final decision.

After that, if you choose to go with Salesforce CRM, you can pick one of these 4 Salesforce pricing plans.

Salesforce CRM Pricing

Salesforce CRM Features

Compared to other Shopify CRM solutions, Salesforce CRM has a steeper learning curve. Regardless, Salesforce provides its users with several advisory, adoption, and support plans. And once you get the hang out of it, Salesforce CRM is really worth your initial efforts.

Salesforce CRM enables businesses of all types to increase revenue, simplify tasks, and make better decisions to expand faster. Salesforce CRM gives the sales staff access to real-time consumer data in one location and feedback from dashboards and reports.

Should You Opt for Salesforce CRM?

Yes! If your business size is medium to enterprise-level, Salesforce CRM is a better choice. This Shopify CRM gives you more advanced attributes and a greater degree of flexibility and customizability.

#4 Mailchimp

What Is Mailchimp?

Most of us might have already heard of Mailchimp — an email marketing service. But not many people know that Mailchimp also offers all the CRM tools that business owners need, allowing them to aggregate, organize, and manage audience data in one place.

Mailchimp Pricing

Whether you’re a one-person business or a large-scale enterprise, Mailchimp scales with your needs. There are four Mailchimp pricing plans: Free, Essentials, Standard and Premium.

One thing you need to be aware of is that Mailchimp pricing is based on the number of contacts you have. The more contacts, the higher cost.

Mailchimp Pricing

Mailchimp Features

As a Shopify user, you can easily set up Mailchimp Shopify integration. Besides, Mailchimp can also connect with several web services like WooCommerce, Squarespace, Drupal and much more.

So, how can Mailchimp do wonders for your online Shopify store?

With Mailchimp, you’ll have everything you need to organize your audience data, identify patterns, and turn your insights into action. Use our audience dashboard to get to know your audience at a glance, and use tools like CLO (customer lifetime value) and purchase likelihood to learn who your most valuable customers are — and who might need extra attention.

Mailchimp’s segmentation and tagging tools make it easy to find (and talk to) exactly the right people. Additionally, Mailchimp has the behavioral targeting and personalization features to send the suitable message at the right time, all while making every campaign feel like a 1-on-1 conversation in real time.

Is Mailchimp A Good Choice?

Mailchimp has been praised as one of the best CRMs for small business and best CRMs 2021. It’s simple to use and manage. Plus, its pricing is calculated based on contact quantity.

Thus, if your business is small-grade and you don’t have too many contacts, Mailchimp is great as it is a cheap CRM solution.

#5 Zoho CRM

What Is Zoho CRM?

Lastly on our Shopify CRM list is Zoho — the best-rated CRM system in 2020. It’s an online sales CRM software that manages your sales, marketing and support in one CRM platform.

Zoho CRM Pricing

With Zoho, you have four pricing plans to choose from. Compared to other Shopify CRM solutions, Zoho pricing is pretty reasonable. Moreover, yearly payment will save you up to 34%.

Zoho CRM Pricing Plans

You can enjoy a free, flexible free trial and cancel, switch plans anytime you want. Or if you like, you can request a personal demo session which lasts for one hour.

Zoho CRM Features

This CRM tool is not as powerful as other Shopify CRM platforms, but the fairly inexpensive price sharpens its competitive edge.

Zoho CRM Dashboard

This Shopify CRM offers a powerful email marketing platform as well as some fantastic customizable online forms for collecting leads on the eCommerce pages. But what separates Zoho from other candidates in the Shopify CRM list is its AI-powered sales assistant named Zia.

This conversational AI is always willing to help you:

  • Find any information you need from your Shopify CRM data
  • Provide advanced lead and predict deals
  • Remind task and suggest the most ideal time to communicate with your leads

Why Choose Zoho CRM?

With Zoho CRM, we experienced a 65% increase in our sales pipeline. We also managed to reduce our lead to real prospect time by 60%, which is huge.

K.C Watson, CEO of Sherpa Digital Media.

Here are a few reasons why Zoho CRM is worth your investment:

  • Straightforward, intuitive user interface with a minimal learning curve
  • Month-to-month contracts supported by transparent pricing packages
  • Fully extensible developer platform that facilitates tighter integration of CRM with external systems and applications.

How to Expand Your Shopify CRM Capabilities

By now, we believe most of you have had a better idea of the best CRM systems for your Shopify store.

Some of you might have already decided to commit to one of these above-suggested Shopify CRM solutions and start to wonder how to maximize your Shopify CRM capabilities.

Below is a quick cheat sheet on how to enhance the power of your Shopify CRM:

  • Keep your Shopify CRM up-to-date with Shopify details
  • Automate contacts via email, phone and SMS
  • Arm your Shopify store with state-of-the-art attributes.

FAQs about Shopify CRM

  • Is Shopify a CRM or CMS?

Shopify is a CMS that is built specifically for eCommerce. It helps to create an online store so that you can make money online easily.

  • What is the best CRM for eCommerce?

The best CRM for eCommerce is the one you actually use, neither the cheapest nor the most robust one. Of these five CRMs, Salesforce CRM is our top of choice.

  • Which CRM is best for Shopify?

HubSpot CRM, SendinBlue CRM, Salesforce CRM are some of the best Shopify CRM candidates.

Wrapping Things Up

Congratulations for making it this far! Let’s end this long ride with a few recaps.

  • HubSpot CRM: A cookie-cutter Shopify CRM that better suits small businesses.
  • SendinBlue CRM: A smart choice for small to medium-grade businesses.
  • Salesforce CRM: Ideal for medium to enterprise businesses because of its advanced features and customizability.
  • Mailchimp: Suitable for small businesses or beginners with a modest budget
  • Zoho CRM: For eCommerce businesses of all sizes looking for a simple, low-cost Shopify CRM.

We’ve finished our job — reviewing the pros and cons of 5 best Shopify CRM in 2021. Now, the choice is yours.

Just remember that the best Shopify CRM implementation is the one your entire organization will actually use, neither the one that is the most powerful nor the cheapest one. Let’s choose wisely!

By the way, if you’re looking for more helpful eCommerce tips and tricks, our Facebook community may be your la la land. Let’s join with us!

Our Automated Shopping Cart Migration Service helps you move your online store to a better e-commerce platform with ease. Learn more at https://litextension.com