Integrating Shopify with your customer relationship management (CRM) software allows you to create comprehensive customer profiles and relevant marketing campaigns based on their purchasing behavior. It also allows you to contact your customers directly without leaving the platform, saving time and effort. We compared several Shopify CRM software based on pricing and features to arrive at the top options, including the best overall.
The top Shopify-ready CRM systems and their best use cases include:
- Mailchimp: Best overall for retailers and marketers preferring no-frills contact management and email marketing tool with Shopify integration
- Zendesk Sell: Recommended for teams that provide service and ongoing support for ecommerce customers
- Zoho CRM: Top choice for retailers that market their Shopify store on social media
- Agile CRM: Best option for businesses that want advanced marketing automation campaigns for ecommerce customers
- HubSpot: Great for ecommerce sites that need customized product workflows
- Metrilo: Best Shopify CRM for seamless access to ecommerce analytics
How We Evaluated the Best Shopify CRM Options
The integration of CRM with Shopify gives you access to data-backed insights into what your leads, prospects, and customers truly want. In other words, CRM platforms can store and analyze your customers’ shopping data and behavior. This gives you a basis for personalizing your marketing campaigns at every stage of the customer journey to make them more effective.
We found that Mailchimp is the best overall choice for businesses and retailers looking for CRM software that combines customer management with Shopify. It got the top spot in this category because of its excellent core CRM features, competitive pricing, intuitive interface, and multichannel support. It also offers a robust email marketing service, landing page builder, and marketing automation features.
The tabs below offer more insight into our evaluation process for selecting the best CRM software for Shopify integration:
40% of Overall Score
The costs per user and any upfront costs like CRM customizations, onboarding, and maintenance fees were considered. We also factored in the availability of a free plan and monthly billing option to determine the best value for your money.
20% of Overall Score
We evaluated the overall set of CRM features, including customizable pipelines, reporting, and analytics. The quality of its integration with Shopify was one of our main deciding factors. In addition, we looked at the availability of a mobile app and third-party integrations.
15% of Overall Score
The top CRM software for Shopify integration should not require technical skills to understand and use, and it should also have an intuitive interface. Each solution in this list was evaluated on how easy it is to set up and operate.
15% of Overall Score
Business owners looking for CRM systems that integrate well with Shopify favor solutions that come with 24/7 customer service via phone, live chat, and email. We assessed the platforms in this article to see the quality of help and support they offer to their users.
10% of Overall Score
We checked customer reviews on reputable sites to learn how satisfied their customers are. We also noted common issues that the users had. Apart from online reviews, we weighed the features that stood out, their value for money, and their popularity to narrow down the best CRM software for Shopify integration.
Mailchimp: Best Overall for Basic Contact Management & Email Marketing
Mailchimp
What We Like
- Offers a generous freemium plan
- All plans include free marketing and commerce tools
- Robust integration with Shopify via ShopSync
What's Missing
- Prices add up quickly when number of contacts and emails increase
- Automated workflow library is limited to 20 templates
- 24/7 support is available only with paid plans
Mailchimp Pricing at a Glance*
- Free: Supports up to 2,000 contacts
- Essentials: Starts at $9.99 per month
- Standard: Starts at $14.99 per month
- Premium: Starts at $299 per month
- Websites & Commerce: Ranges from $0 to $29 per month
- Transactional Emails: Starts at $20 per month
*Based on monthly billing
Mailchimp is a marketing automation and email marketing platform that provides small businesses with basic contact management tools, predesigned campaigns, and audience data analysis. Its integration with Shopify via ShopSync supports various features like contact sync, purchase activity segmentation, ecommerce tracking, reports, product promotion and recommendation, abandoned cart automation, product retargeting emails, and pop-up sign forms.
Since Mailchimp is not a traditional CRM, it does not have deal and sales pipeline management tools. Another major setback is its pricing model, in which the monthly costs add up quickly as your subscribers, contacts, and emails increase.
Still, it is a good platform for beginners and small businesses because of its feature-packed freemium plan and easy-to-use interface. However, Agile CRM is a better option if you are looking for a tool with more robust CRM functionalities that offers email marketing capabilities at the same time.
Mailchimp Features
ShopSync integrates the data from your Shopify stores to Mailchimp (Source: Mailchimp)
- Intuitive drag-and-drop interface makes it easy to set up and use
- Core CRM features include contact profiles, tags, inbox, and segmentation
- Audience analytics include surveys, customer demographics, customer lifetime value, address finder, purchase likelihood, and behavioral targeting
- Artificial intelligence (AI)-powered content studio has more than 100 prebuilt email and landing page templates
- Automations for customer journeys, marketing workflows, and trigger-based messages
- Reporting tools include comparative reporting, A/B testing, multivariate testing, campaign insights, personalized product recommendations, and subject line suggestions
- Free website and commerce features include website builder, search engine optimization (SEO) tools, shopping cart, email marketing, email automation, and landing pages.
- Connects with Shopify for free via Mailchimp site code and ShopSync, and other third-party integrations like Zapier (starts at $20 per month) and Automate.io (starts at $25 per month).
- Mobile apps for iOS and Android
- Paid plans offer 24/7 phone, email, and chat support; free plan offers phone support for the first 30 days of subscription
Zendesk Sell: Best Shopify CRM for Providing Support to Ecommerce Customers
Zendesk Sell
What We Like
- Robust mobile apps
- Has prebuilt reports and built-in phone dialer
- Offers a variety of automation tools
What's Missing
- Does not offer a free plan
- Lacks marketing tools
- Limited productivity features
Zendesk Sell Pricing at a Glance*
- Sell Team: $19 per user, per month
- Sell Professional: $49 per user, per month
- Sell Enterprise: $99 per user, per month
- Sell Elite: $199 per user, per month
- Reach (lead generation add-on tool): Starts at $27 per user, per month
- Free trial: 14 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Zendesk Sell helps improve sales teams’ productivity, processes, and pipeline visibility. It integrates with Shopify, giving sales representatives access to critical Shopify customer data like orders, billing, and shipping details. This connection also allows you to create or update contacts, deals, leads, products, blog entry, inventory quantity, and orders.
Its advantages include its robust mobile apps, a built-in phone dialer, advanced visual reporting, and intuitive drag-and-drop features. Moreover, its integration with Zendesk Support allows you to connect your sales team with your support team.
Unlike most of the platforms included in this list, Zendesk Sell does not offer a free plan. It also lacks the marketing tools that Mailchimp and HubSpot provide.
Zendesk Sell Features
Shopify for Sell widget within Zendesk Sell (Source: Zendesk Sell)
- Easy to set up and use
- Account management features include document storage, data imports, duplicate entry detection, and automated lead distribution
- Sales tracking functionalities include customizable sales pipelines, custom data fields and filters, lead and deal scoring, and product and price books
- Task automation, appointment setting, and calendar integration
- Email tracking, bulk email, and unlimited email templates
- Built-in dialer, call tracking and recording, and text messaging
- Customizable sales dashboards, sales forecasting, activity reports, goal tracking, performance dashboard, and advanced sales insights
- Mobile apps for Android and iOS
- Customer support via help center, online community, and live chat within the account portal
Read our Zendesk Sell review to learn how its features and functionalities can benefit your company.
Zoho CRM: Best Shopify CRM for Retailers That Market on Social Media
Zoho CRM
What We Like
- Customer support is available across multiple channels
- Automated lead generation via social media
- Extensive team collaboration through feeds, chat, groups, and product management features
What's Missing
- Complicated setup process
- Free plan is limited to three users
- Prediction and artificial intelligence (AI) tools are only available in the top-tier plans
Zoho CRM Pricing at a Glance*
- Free: Supports three users
- Bigin for Small Business: $7 per user, per month
- Standard: $14 per user, per month
- Professional: $23 per user, per month
- Enterprise: $40 per user, per month
- Ultimate: $52 per user, per month
- Zoho CRM Plus: $57 per user, per month
- Free trial of paid plans: 15 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Zoho CRM is a robust CRM solution that offers lead and contact management, invoicing, and advanced social media lead generation and monitoring features, which can help you track posts related to your brand. It also directly integrates with Shopify via an extension app, namely Zoho Flow and Zoho Inventory. Aside from syncing contact records between the two apps, this integration also allows you to create or update products, customer details, checkout details, orders, modules, inventory, and blog entries and convert leads to contacts.
One of the disadvantages of Zoho CRM is that it requires a lot of customizations to get started. There are also user reports of long wait times for customer service. However, its automated social media lead generation features still make it an excellent choice for retailers that conduct marketing efforts via social media.
If you are looking for a powerful Shopify-ready CRM that is easier to set up and use, consider HubSpot or Agile CRM as alternatives.
Zoho CRM Features
Shopify extension for Zoho CRM (Source: Zoho CRM)
- High level of customization upon setup
- Customizable invoices and quotes
- Project management and team collaboration tools
- Built-in phone system and video conferencing
- Automated lead generation on Facebook and Twitter
- Customizable pricing pages, product information, and customer database
- Offers an online and onsite training program
- 24/5 customer support through calls, live chat, and email
Discover how Zoho CRM help grow your business by reading our review article.
Agile CRM: Best Shopify CRM for Automated Email Marketing
Agile CRM
What We Like
- Offers a free plan and affordable packages
- All plans include email tracking, email campaigns, and lead scoring capabilities
- Automated and comprehensive sales pipeline system
What's Missing
- No self-service customer portal
- Lacks customization options for reports
- Lower-tier plans offer limited integrations; no Shopify sync in the free plan
Agile CRM Pricing at a Glance*
- Free: Supports up to 10 users
- Starter: $9.99 per user, per month
- Regular: $39.99 per user, per month
- Enterprise: $64.99 per user, per month
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Agile CRM is an all-in-one platform that helps small to mid-sized businesses automate their sales, marketing, and service processes. Its integration with Shopify allows you to show smart pop-ups to fight exit intent, send automated emails and personalized newsletters, collect feedback, track customers, and sync customer data.
Zoho CRM also offers limited integrations, and the free plan does not sync with Shopify. Nevertheless, it has built-in lead scoring and email marketing features, plus you can use it to create customized drip campaigns for free.
Agile CRM lacks customization options for reports and integrated live chat, which are found in Mailchimp and Zoho CRM. If you need more comprehensive ecommerce analytics tools, consider Metrilo.
Agile CRM Features
Agile CRM’s marketing dashboard (Source: Agile CRM)
- Simple interface makes it easy to set up and use, even for beginners
- Sales features include contacts, lead scoring, deals, tasks, appointment scheduling, custom deal milestones, email tracking, and dialer
- Lead prospector adds leads, tasks, and deals with one click from Chrome browser
- Marketing capabilities include email campaigns, web engagement, form builder, email template builder, marketing automation, and social monitoring
- Create mobile-responsive landing pages using free templates and visual designer
- Service features include help desk, canned responses, and knowledge base
- Mobile apps for Android and iOS
- Customer support is available 24/5 via chat, email, and phone
Read our Agile CRM review to explore if it is the right CRM platform for your business.
HubSpot: Best Shopify CRM for Custom Product Workflows
HubSpot
What We Like
- Free plan supports one million contacts and companies
- Has an intuitive and easy-to-use interface
- Includes lead generation tools, such as smart forms and chat
What's Missing
- Limited support options with the free tier
- Plan upgrades can add up quickly
- No advanced project management and operational CRM features
HubSpot Pricing at a Glance*
- Free: Supports an unlimited number of users
- HubSpot for Startups: Ranges from $40 to $89 per month
- Marketing Hub: Starts at $45 per month
- Sales Hub: Starts at $45 per month
- Service Hub: Starts at $45 per month
- CMS Hub: Ranges from $23 to $1,200 per month
- Operations Hub: Free or starts at $45 per month
- CRM Suite: Starts at $45 per month
- Free trial for CMS and Operations Hub: 14 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
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 types of HubSpot plans.
While HubSpot offers a robust CRM package for small businesses, the price jump is steep once you start scaling up and as your contact list grows. Also, you need a paid subscription for access to phone, email, and chat support. In contrast, Mailchimp and Zoho CRM both have freemium plans that include multichannel customer support.
HubSpot Features
- Easy to set up and operate
- Contact management, website activity tracking, deal management, tasks, and meeting scheduling
- Deal pipelines, simple automation, custom properties, and quotes
- Landing pages, live chat, conversational bots, forms, contact website activity, list segmentation, and email marketing
- Marketing features include optimized content, social media tools, A/B testing, website traffic analytics, and campaign reporting
- Bulk email sending, email tracking, and templates
- Track and improve customer experience using ticketing, canned responses, surveys, and insights
- Help center includes community support, a knowledge base, and video training; paid tiers offer email, chat, and phone support
Check out our HubSpot review to know more or determine if it is the right fit for your business.
Metrilo: Best Shopify CRM for Ecommerce Analytics Access
Metrilo
What We Like
- In-depth ecommerce analytics and advanced customer data
- All plans support an unlimited number of users
- Offers abandoned cart email campaigns and unlimited emails
What's Missing
- No free plan; can be budget prohibitive for startups and small businesses
- Email marketing automation is available only in the top-tier plans
- No mobile apps
Metrilo Pricing at a Glance*
- Essential: $99 per month
- Pro: $165 per month
- Premium: $249 per month
- Free trial: 14 days
*Based on annual billing. Monthly subscriptions are also available at slightly higher rates.
Metrilo is an ecommerce CRM that provides businesses with actionable customer and marketing data. It offers a one-click integration with Shopify that automatically syncs information between the two apps. This connection also allows you to track your customers’ behavior and automatically reach out to them based on data gathered by your CRM.
The most significant disadvantage of Metrilo is its pricing scheme. While larger teams can make it work, it can be expensive for startups and small businesses. Other drawbacks include the lack of mobile apps and availability of phone support. In contrast, Mailchimp, HubSpot, and Zoho CRM offer freemium plans that offer these features.
Metrilo Features
- Unlimited users for all plans
- Artificial intelligence (AI)-powered Metrilo Assistant gives data-backed suggestions on how to improve your performance
- Ecommerce analytics tools include real-time dashboard, marketing performance reports, revenue breakdowns, product performance reports, and conversion funnels
- Ecommerce CRM has customer database, individual customer profiles, as well as filtering and segmentation
- Retention analysis features cover customer lifetime metrics and comparison studies
- Offers email marketing tools like email automation, customer feedback, drag-and-drop email editor, templates, and sales discovery
- Customer support is available via online resources, live chat, and email
