7 Best Shopify CRM Integration Options in 2022

For business owners who run an ecommerce store, integrating customer relationship management (CRM) software with Shopify creates a seamless customer experience. The best Shopify CRMs allow you to better understand purchasing behaviors, market more effectively, and communicate with customers from your CRM through email, social media, and phone.

We compared dozens of providers to find the seven best CRM-Shopify integration options based on cost, general and Shopify-specific features, ease of use, quality of support, and expert score. Check out each of the seven top Shopify-friendly CRM software platforms below and their best use cases:

• Zendesk Sell: Overall best choice for teams that need a CRM with omnichannel customer service tools
• HubSpot CRM: Best Shopify CRM for teams wanting to build customized product sales workflows
• Mailchimp: Top choice for retailers who rely on email marketing
• Freshmarketer: Best CRM that integrates with Shopify for businesses looking for multichannel engagement tools
• Metrilo: Outstanding CRM for Shopify sellers wanting seamless access to ecommerce analytics
• Agile CRM: Best CRM for Shopify businesses that need robust marketing automation tools
• Salesforce: Excellent choice for businesses wanting to use a single CRM platform for multiple Shopify stores

Best Shopify CRMs Compared

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*Pricing based on annual billing

Zendesk Sell: Overall Best Shopify CRM for Omnichannel Customer Service Communication

*Pricing (per user, monthly) based on annual billing. Monthly billing is available at a higher cost.

Zendesk Sell clinched the top spot in this guide because it has a dedicated app for Shopify and excellent features for lead and direct sales management. Its Shopify for Sell app helps streamline your sales reps’ work by uniting customer data from your CRM and Shopify on a single screen. This makes service more efficient because reps can access details on order information, billing, and shipping while they scroll through leads and deals.

In addition, Zendesk Sell 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 with a CRM system that offers channels that enable them to answer customer queries, facilitate requests, or address complaints while logging them in the CRM.

Besides allowing users to manage diverse communication channels, Zendesk Sell also has reporting capabilities, covering several areas. These include sales forecasting, goal tracking, email campaign performance, call analytics, and agent performance.

However, Zendesk Sell does not offer a free plan—unlike HubSpot CRM and Freshmarketer. This platform also lacks the marketing tools users can get by subscribing to either Mailchimp or Agile CRM. Finally, lead scoring and workflow automations aren’t available at the lowest-cost tier, but both are available in the free version of Agile CRM.

Zendesk Sell Plan Summary

Zendesk Sell Key Features

• Prospect list building: Build targeted lead lists using industry, company size, and role, and automate outreach to leads on your lists with its integrated communications tools.
• Lead scoring: Define scoring formulas, such as level of engagement or job titles, to quickly prioritize which leads are most likely to convert into paying customers.
• Easy customer data access: Access relevant customer Shopify data such as order information, billing, and shipping within Zendesk Sell.
• Task automation: Create triggers to set tasks automatically and assign them to specific agents based on their expertise or availability.
• Shopify for Zendesk Sell: Allows sales reps to access relevant customer Shopify details such as orders, billing, and shipping to reduce context-switching.

Zendesk Sell 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. To learn more about its features and functionalities, read our Zendesk Sell review.

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HubSpot CRM: Best Shopify CRM for Custom Product Workflows

*Monthly pricing based on annual billing. Monthly billing is available at a higher cost.

HubSpot CRM’s Shopify integration enables the creation of custom workflows by analyzing customers’ interactions with your site, products, and deals. For example, it can customize a workflow when a customer scans your online store but does 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.

In addition, once integrated, ecommerce reports will also be added to your account. This allows you to generate reports that track orders and customer engagement, such as average order value, best sellers, low-performing products, and abandoned carts.

However, HubSpot CRM’s free plan lacks data-backed insights for email campaigns (unlike Mailchimp). Furthermore, higher-tier plans are relatively expensive, which makes it a drawback for small businesses that are steadily growing and startups planning to scale quickly. For more budget-friendly options across pricing plans, consider using Freshmarketer or Agile CRM.

HubSpot CRM Sales Hub Plan Summary

HubSpot CRM Key Features

• Email marketing: Excellent email marketing tools for users who need to send professional-looking marketing emails to expand their customer base.
• Task management: Set up a series of follow-up tasks to better manage multiple clients and projects.
• Sales and lead prospecting: See when leads visit your website in real time and determine which prospects are the most engaged so sales agents know who to prioritize.
• Live chat: Communicate with your Shopify store visitors in real time using live chat.
• Shopify Integration: Analyze Shopify data (average order value, lifetime order value, and abandoned cart recovery), segment contacts based on products, automate ecommerce campaigns, and automatically sync products, contacts, and orders from Shopify to HubSpot CRM.

Upgrade your growth strategy with new tactics like abandoned cart email nurturing, smart CTAs in content, product specific re-engagement ads, and much more. You’ll also have the full capabilities of HubSpot at your fingertips to build a brand and voice that’ll help you stand out.

HubSpot CRM provides you with tools for creating workflows to automate your marketing, sales, and service processes. Check out our comprehensive HubSpot CRM review to learn about other ways that this platform can help your business grow.

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Mailchimp: Best Shopify CRM With Robust Email Marketing Tools

*Only monthly billing option is available
**Starting price for 500 contacts

Mailchimp is one of the leading email marketing tools in the market that integrates easily with Shopify. This CRM integration helps you to market more effectively to prospects and customers using custom and prebuilt audience segments. Based on audience segmentation, you can send various types of marketing emails. These include prospect offers, new subscriber welcomes, coupons and time-limited deals, order updates, and repeat buyer rewards.

Mailchimp’s email marketing tool is guided by its Customer Journey Builder, which helps users send relevant content based on customers’ actions and behavior. These are helpful when sending abandoned cart reminders to potential buyers or winning back inactive customers with promotional emails. It also allows you to create emails with personalized suggestions based on the purchase history of your customers with relevant product recommendations.

Since Mailchimp is not a traditional CRM, it does not offer deal and sales pipeline management tools. Another major setback is its pricing model—the cost adds up quickly as your subscribers, contacts, and emails increase. However, with effective email marketing, your return on investment may be well worth the expense.

If you want a CRM tool with fundamental CRM features, we recommend subscribing to Zendesk Sell. Meanwhile, if you need a more affordable allocation for emails and contacts, your best option is HubSpot CRM.

Mailchimp Plan Summary

Mailchimp Key Features

• Customer lifetime value: Historical data provides analysis of purchase behavior, which then allows you to create customer segments based on how likely they are to spend, enabling you to gain insights to reward VIPs or bring occasional buyers back.
• Contact profiles: Helps users understand their contacts on a deeper level by allowing them to check individual contact profiles and get insights from their actions—like whether they took advantage of past promotions, which devices they used, or what products they purchased.
• Subject line helper: An interactive tool that provides feedback on word and character count, as well as emoji and punctuations to use to help users draft catchy and effective email subject lines.
• Split testing: Allows you to test up to three email variations for a campaign, including elements like subject lines, images, layouts, and time and day of the week sent.
• Shopify integration: Features you can access through this integration include prebuilt segments, audience dashboard, drag-and-drop email templates, social post scheduling, real-time revenue reporting, A/B testing, and marketing campaigns.

Mailchimp offers email marketing, basic contact management, surveys, and social posting functionalities. It provides a range of plans for small businesses that give them access to an extensive template library, making it easy to create professional-looking email marketing emails for their business. Learn more by reading our article on how to use Mailchimp for email marketing.

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Freshmarketer: Best CRM for Shopify for Multichannel Customer Engagement

*Pricing (per user, monthly) based on annual billing. Monthly billing is available at a higher cost.

Freshmarketer is a marketing automation suite that natively integrates with Shopify. This makes it easier for ecommerce businesses to engage with their customers using email, SMS (short message service), WhatsApp, live chat, and custom bots. You can further expand your marketing efforts using its segmented multichannel campaigns, cart abandonment reminders, drag-and-drop email templates, and predesigned landing pages.

This platform seamlessly integrates with other apps within the Freshworks ecosystem, such as customer service management app Freshdesk and sales force automation software Freshsales. These integrations allow you to close the gap between your sales, marketing, and service departments. You can sync contacts between these apps in real time to help improve the tracking of customer journeys and lead conversion.

Unfortunately, Freshmarketer does not have built-in tools for order management and payment processing. HubSpot CRM, on the other hand, offers customizable quotes across all plans and payment solutions for all paid plans. Meanwhile, Salesforce allows you to create contracts, orders, quotes, products, and price books when you subscribe to its Professional plan at $75 per user, per month.

Freshmarketer Plan Summary

Freshmarketer Key Features

• Conversion rate optimization (CRO): Features for identifying problems, attracting quality leads, and improving website performance include personalized website sections, A/B testing, split testing, heatmaps, session replay, funnel analysis, form analytics, journey analytics, and polls and feedback.
• Multichannel engagement: Create personalized engagement with your subscribers using the drag-and-drop email builder, email campaigns, Subscriber Preference Center, web forms, Apple Business Chat, Facebook Messenger, WhatsApp, triggered messages, in-app messages, and chatbots.
• Automation: Automation features for a seamless experience include website tracking, transactional emails, predictive contact scoring, journey builder, custom flows, auto-resolve chat, and IntelliAssign (auto-assignment of messages to agents based on skill level).
• Segmentation: Features that help you understand your contacts’ behavior include marketing lists, customer segmentation, event tracking, auto-profile enrichment, and offline event tracking.
• Reporting and analytics: Monitor your marketing performance using standard reports, email campaign metrics, key marketing analytics, and custom reports and dashboards.
• Native Shopify integration: Attract, engage, and nurture your Shopify customers using Freshmarketer’s segmented campaigns, email templates, multichannel communication (WhatsApp, SMS, email, and chat), event tracking, and Shopify Playbooks.

Check out our comprehensive Freshsales review to learn more about its features and how it seamlessly integrates with Freshmarketer to streamline your sales and marketing processes.

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Metrilo: Best Shopify CRM for Ecommerce Analytics Access

*Monthly pricing based on annual billing. Monthly billing is available at a higher cost.

Metrilo is an ecommerce CRM equipped with robust analytics tools to monitor and evaluate Shopify store performance. It does this by tracking marketing campaign performance, engagement metrics, and sales attribution. The CRM-Shopify integration allows Shopify sellers to monitor marketing channels, referrals, influencers, and coupon codes easily to better optimize their marketing spending and allocate budgets on channels that bring in the most revenue.

Metrilo’s ecommerce platform includes analytics tools that provide a detailed overview of your store’s income sources, including revenue from new versus returning customers, social media leads, and country and city of purchases. The platform also offers product analysis reports so you know how your products perform in terms of views, purchases, and cart abandonment.

The most significant disadvantage of Metrilo is its pricing scheme. While larger teams can make it work because of its unlimited user allocation, it can be expensive for startups and small businesses that keep costs down with per-user subscriptions. For the best Shopify CRM for this, we recommend subscribing to either Freshmarketer or Agile CRM instead, where startups and small operations can access higher tiers without breaking the bank.

Another drawback is its lack of a mobile app, which is crucial for users who don’t always have desktop access. Users who are on the go and need a reliable mobile app to access their CRM data should consider Salesforce.

Metrilo Plan Summary

Metrilo Key Features

• Automated product bundle suggestions: Shows which products get ordered together or instead of one another to help you create high-performing product bundles.
• Rich customer profiles: Shows customers’ behavior, orders, money spent, and products bought, as well as basic contact information like name, address, and location.
• Customer segmentation: Ability to segment users based on actions such as store site visits, interaction with specific products, coupons used, or total amount purchased.
• Customer retention analysis: Provides insights on which campaigns and products stimulate customer loyalty, and helps you better prepare for seasonal changes as well as cyclical ups and downs with accumulated year-on-year behavior data.
• Shopify integration: Metrilo’s integration with Shopify allows you to access customer profiles with orders and use other features such as visitor tracking, event tracking, cart monitoring, customer retention reports, product performance statistics, and emails, and customer segmentation.

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Agile CRM: Best Shopify CRM for Marketing Automation

*Pricing (per user, monthly) based on annual billing. Monthly billing is available at a higher cost, and bi-annual rates at a lower cost.

Agile CRM features extensive marketing automation tools to help Shopify ecommerce businesses increase sales and engage with customers. This is made easy with a drag-and-drop marketing campaign builder that lets you create multistep marketing workflows visually.

The platform also allows you to schedule auto-responders and follow-up messages based on time or contact actions, while its mobile marketing tool can be programmed to send personalized SMS messages to prospects. In addition, the CRM-Shopify integration enables you to create coupons to boost sales and send surveys to collect feedback to improve your marketing results.

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 tool should consider Salesforce.

Agile CRM Plan Summary

Agile CRM Key Features

• Contact-level analytics: Analyze customer interests and web engagement patterns, such as products deleted and pages visited, and turn them into real-time activity reports.
• Exit-intent pop-ups: Set web rules to trigger campaigns in response to store visitors in real time and for past behavior, like sending personalized and targeted messages to your visitors the moment they are about to abandon their cart.
• Task management: Use a drag-and-drop Kanban board project management tool to sort tasks based on priority, due date, owner, or status.
• Lead behavior tracking on social: Maximize the return on investment (ROI) of your marketing automation campaigns by tracking the social behavior of leads and customers.
• Shopify integration: Access Agile CRM’s tools for online engagement (smart pop-ups and discount coupons), offline engagement (automated emails, personalized newsletters, and social feedback), contact-level web analytics, data sync, and Shopify event triggers.

Agile CRM is ideal for Shopify users who need a CRM that offers a well-rounded view of customers and provides fundamental lead and deal management features. Read our Agile CRM review to learn more about the pros and cons of using this software.

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Salesforce: Best CRM Option for Multiple Shopify Stores

*Pricing (per user, monthly) based on annual billing. Monthly billing is available for Essentials only at a higher cost.
**Check Salesforce’s website for more add-ons and their respective plan eligibilities.

Salesforce is an advanced CRM system that allows businesses of all sizes to manage their sales, marketing, and support processes from a centralized platform. It boasts sophisticated sales tools as well as robust reporting and integration capabilities. Shopify Made Easy is a connector app you can download for free from the Salesforce AppExchange marketplace to integrate your CRM with Shopify.

Shopify Made Easy’s zero-code integration allows you to instantly import all legacy Shopify data, sync records in real time, and manage inventory from a unified platform. Best of all, you can synchronize multiple Shopify stores with a single Salesforce account. This means that you can increase productivity by managing unlimited records, products, inventory, and orders from multiple Shopify businesses from one dashboard.

The most glaring disadvantages of Salesforce are its pricing scheme and ease of use. Unlike HubSpot CRM and Freshmarketer, it does not offer a free plan option. Users intimidated by Salesforce’s higher-tier plans may consider Agile CRM an alternative. If you are comfortable with this level of pricing but want a solution with robust ecommerce analytics, try Metrilo.

Salesforce Plan Summary

Salesforce Key Features

• Customer service features: Tools for servicing customers through email, phone, live chat, social media, and a self-service help center.
• Lightning App Builder: Build custom applications within the Salesforce platform using prebuilt templates and a drag-and-drop interface.
• Email auto sync: Email data automatically syncs with CRM to create contact profiles.
• Deals and opportunities: Custom visualization options for deal and opportunity management.
• Shopify Made Easy: This Shopify-to-Salesforce connector app automatically create orders, contacts, and accounts in Salesforce when a customer is created or updated in multiple Shopify stores.

Salesforce is best for businesses looking for a highly customizable CRM solution with robust reporting and integration capabilities. Read our Salesforce review to learn out more about its features and functionalities. For smaller teams, we recommend reading our Salesforce Essentials review to explore how its advanced sales pipeline management tools and email marketing capabilities can help your organization.

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How We Evaluated the Best Shopify CRM

CRM systems can store and analyze your customers’ shopping data and behavior, which gives you a data-backed basis for personalizing your marketing campaigns at every stage of the customer journey to make them more effective. The integration of your CRM with Shopify provides access to data-backed insights as to what your customers truly want.

Zendesk Sell is our top choice for ecommerce businesses looking for the best Shopify CRM, with an overall score of 4.68 out of 5. It’s the top option because of the combination of its smooth Shopify integration and excellent tools for lead management, direct sales management, and reporting. It also offers omnichannel communication tools, which include email, an in-app phone dialer, and SMS. On top of all these, it offers free and affordable pricing options.

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The tabs below offer more insight into our evaluation process for selecting the best Shopify CRM integration options: