6 Best CRMs for Shopify Integration

Customer relationship management (CRM) tools that integrate with Shopify help ecommerce businesses by connecting sales transactions, website activity, and customer data with their contact management tools. We considered a dozen CRMs to create this list of the best Shopify CRM integrations that help sellers build better customer relationships and generate more sales.

Top 6 CRMs for Shopify Integration 2019

How We Evaluated the Best CRM for Shopify Integration

Businesses that use Shopify for ecommerce often need a CRM tool to integrate their online sales and customer records seamlessly. When considering the best Shopify CRM integrations, we looked at features and functionality like real-time sync of lead and contact profiles, sales pipelines, and email tracking. We also looked at the overall sales management functionality, and how sellers manage their customers and generate more business.

To pick the best, we considered the following:

• Price & affordability: We looked at the cost of using the CRM for small businesses and how much value you get, including any additional or add-on costs required for comparable functionality
• Contact management: We compared how easy it is to create, edit or and search for contacts as well as how each tool worked with email, phone calls, and other tasks
• Ease of use: The best integrations should be easy to set-up, and easy to use on a regular basis without extra steps or user effort
• Sales & products: Users want to be able to track product sales and gain insight to the value of their customers, and we considered how the CRM handled this information from Shopify, and what analytics are included
• Email workflows: We looked into how the CRM handled email communications and whether or not they could be triggered by Shopify activity
• Additional integrations: We considered how each software integrates with third-party sales, marketing, and productivity tools
• Customization: We looked at the options to customize the software according to the needs of your specific organization including the sales process, contact information fields, and team members roles
• Customer support: We evaluated the level of support and training provided by each software provider and how responsive they are to customer needs

We recommend Metrilo as the overall best CRM for Shopify because it is easy to install and use and provides powerful customer relationship management functionality like sales analytics, customer profiles and segmenting, and instant, real-time order sync. Metrilo is the best integrated Shopify CRM for small businesses selling primarily online.

Best Overall Small Business CRM for Shopify Integration: Metrilo

Metrilo is a powerful CRM plugin for your ecommerce solution, including Shopify, with pricing beginning at $119 per month. Because it installs directly inside Shopify, Metrilo includes the most robust ecommerce customer management, analytics, and email marketing features of any of the options we considered. If you need a powerful CRM tool that lives directly within your Shopify store, this is the product for you.

Metrilo Pricing

Metrilo pricing begins at $119 per month for unlimited users and unlimited contacts. All of the pricing plans include contact profiles, customer management, ecommerce analytics, and email marketing. Metrilo’s base subscription includes 10,000 unique visitors per month with plans increasing to $299 and $499 per month, based on 30,000 and 90,000 unique visitors, respectively.

Metrilo Features

Metrilo includes the complete feature set in each pricing tier. The only difference is the number of unique visitors to your ecommerce website, which each plan including core CRM and analytics functionality. Metrilo allows unlimited contacts and users and allows users to send an unlimited number of email sends each month.

Customer Profiles

Metrilo provides you with enhanced contact profiles for all of your customers, including their contact information, order history, interaction on the site, and total revenue. You can also add notes and tags to help you both segment contacts for marketing purposes and keep track of customer service issues and previous conversations. While other CRMs include customer profiles, none of them are as deeply integrated with Shopify, or sync in real-time like Metrilo.

Activity & Sales Tracking

Metrilo provides overall sales and activity tracking for each visitor on your website. Users can track each session and view a list of the pages and products viewed. In addition, users can use this information to target specific marketing efforts on an individual basis. While HubSpot and Salesforce allow similar functionality, Metrilo is integrated more seamlessly into your Shopify sales management tools and offers real-time activity and sales tracking.

Customer Segmentation

Users can add segmented contacts based on products, activity, customer type, or other variables that you define, to create highly customized marketing lists to target with email campaigns. You can set up Metrilo to do this automatically, based on activity, or tag and organize your customers manually. While Salesforce, HubSpot, and AgileCRM will pull customer information, Metrilo is seamless in connecting your customer information and segments.

Real-time Reporting

Metrilo provides the most automated reporting of any of the options we looked at since the CRM lives within your Shopify site, giving users real-time reporting and feedback on traffic, sales, conversion rates, and campaigns. Metrilo also analyzes your Shopify store data and can provide reporting on average order value, lifetime customer value, and other customer metrics, even from before you start using Metrilo.

What Metrilo Is Missing

Metrilo lacks some of the lead generation features in other CRMs on this list. For example, it has no built-in lead collection forms like HubSpot or nurturing campaigns since it is focused only on customer management for your ecommerce store. In addition, there is no dedicated mobile app, and Metrilo does not provide additional functionality to the Shopify mobile apps. Metrilo also does not have a free-forever plan, which is common among other CRMs we reviewed.

What Users Think About Metrilo

Users rate Metrilo high for how much control it gives them to manage the overall customer relationship. They also especially like the reporting and abandoned cart features, which are more advanced than what is provided in Shopify alone, and more substantial than other options we compared. Some users comment that Metrilo is expensive if you aren’t already generating at least a moderate level of sales.

Best for Retailers That Market on Social Media: Zoho CRM

Zoho CRM is a robust CRM that includes integrations with Shopify from Zoho CRM, Zoho Inventory, and Zoho Flow. It includes core CRM features like lead and contact management as well as social media lead generation, invoicing, and integration with Zoho’s Workplace productivity suite. Zoho CRM plans are available from free to $20 per month, per user, and it is the best choice for retailers who use social media to generate customers for their Shopify store.

Zoho CRM Pricing

Zoho CRM offers a free plan that includes core contact management, sales opportunities, and social media integration for up to three users. Paid plans range between $12 per month and $20 per user, per month and offer more advanced customization, lead scoring and workflows, at prices that are comparable to other small business CRM options.

Zoho Tiered Features

Free

The Free plan does not include access to the premium integration marketplace and, as such, does not include the direct Shopify integration. While third-party integrations are available at an additional cost, individuals looking to take advantage of the best features of both Zoho and Shopify will want to upgrade to the Professional plan.

This plan includes core contact and lead management features for up to three users. Users can create and manage leads and monitor social media engagement. Zoho’s free plan is a good option for small teams that don’t need customization but want basic features and the ability to track their social media interactions.

Standard

Like the Free plan, the Standard plan does not include the direct Shopify integration. However, it is still a good choice for sales teams that want to be able to primarily track emails and social media and also keep track of other important communications like logging phone conversations. It costs $12 per user, per month and includes additional customization options for contact fields, reports, and workflows.

Zoho includes strong social media features that integrate with Twitter and Facebook, which makes it ideal for businesses who want a CRM that allows them to generate and interact with leads and contacts via social media. For businesses that are just launching their ecommerce store, this plan is a good solution to start managing contacts and inventory, and then upgrade as you grow.

Professional

The Professional plan is $20 per user, per month which is similar to other comparable plans from other companies. It includes additional product and inventory management functionality as well as purchase order and invoice management features that aren’t found in other options on this list. Zoho also includes SalesSignals, a feature which notifies users about activities and interactions like when an email is opened or when a deal is moved to a new stage.

This plan is a good choice for online specialty retailers, boutiques, and designers who regularly interact with customers and potential leads on social media like and are looking for a CRM that manages both customer sales, support, service, product inventory, and invoicing. Unlike most of the options on this list, Zoho is a part of a comprehensive software ecosystem that makes it a good all-in-one small business software provider.

What Zoho CRM Is Missing

Zoho lacks direct Shopify integration in the lower-price and free plans, making it a more expensive option than some of the other options we review. In addition, while Zoho allows customization of many aspects, it lacks some of the advanced sales pipeline customizations that are available in software like Salesforce. Likewise, it lacks the ability to create a separate pipeline workflow specifically for Shopify orders like HubSpot.

What Users Think About Zoho CRM

Zoho CRM users like that it is user-friendly and easy to import your data to get set up. Reviewers also like how intuitive it is to configure the CRM to fit your sales process. One area where users express disappointment is the lack of feature updates.

Best Shopify CRM for Automated Email Marketing: Agile CRM

Agile CRM is a contact management tool that integrates with Shopify to provide built-in lead scoring and social media monitoring as well as email marketing automation. Using it, you can create customized drip campaigns for free or add automated activity triggers based on your Shopify customers with an upgrade to a paid plan starting at $9.99 per user, per month. This makes it best for ecommerce businesses looking for added marketing automation functionality.

Agile CRM Pricing

Agile CRM paid plans cost $9.99 to $29.99 per user, per month, based on the number of contacts. These plans include social monitoring, and automation features as well as mobile marketing features. A free plan includes up to 10 users with contact management, emails, and lead scoring for up to 1,000 contacts.

Agile CRM Tiered Features

Free

The Free plan includes up to 10 users and 1,000 contacts with a Shopify integration that allows you to sync your contact and sales data between your ecommerce store and your CRM. It includes core contact management features like lead and sales opportunity management as well as lead scoring and email campaigns. Agile CRM includes email marketing functionality built-in that allows users to create email drip campaigns in the CRM.

On the Free plan, you can only schedule this on a weekly, or monthly basis, but it still allows you to import your new customers and trigger automated workflows from within Agile CRM, making it a good choice for small retailers who are looking for email automation built into a low-cost contact management tool.

Starter

The Starter plan costs $9.99 per user, per month and includes up to 10,000 contacts. This plan adds marketing automation functionality and social media monitoring. Users can integrate three social accounts and monitor for customer engagement and brand mentions. This plan also allows you to import social media engagement to your customer profiles.

The Shopify integration allows you to sync data on a daily basis in addition to weekly or monthly, as on the Free plan. While this sync is automatic, it lacks real-time sync available in Metrilo. However, users can create marketing automation campaigns that target their ecommerce customers by triggering emails based on sales and activity triggers making it a good choice for businesses that use email marketing to sell to their existing customer base.

Regular

The Regular plan costs $29.99 per user, per month and includes up to 50,000 contacts. In addition, users can create up to 10 workflow automations and activity triggers. This plan also includes a robust library of integrations with powerful tools like Zendesk, RingCentral, and QuickBooks. The Regular plan allows up to 50 integrations meaning that it can be used as a part of a comprehensive customer lifecycle ecosystem.

Businesses who sell physical products online can use not only the Shopify integration but also manage support tickets with a Zendesk integration and handle support calls using RingCentral. This makes this plan ideal for larger online retailers who use their CRM as a hub between their other software tools. Additionally, Twilio integration means that you can send marketing text messages to your customer base to highlight promotions and order shipments.

What Agile CRM Is Missing

AgileCRM does not include real-time sync with Shopify and does not include customer chat like HubSpot, requiring a third-party solution for handling customer service chats on the website. In addition, there are no integrated service and support features like those found in HubSpot, Zoho, or Salesforce Essentials.

What Users Think About Agile CRM

Agile CRM users like its simple-to-use interface as well as the ability to create automated email campaigns for abandoned carts. However, users do wish that there were better support options and would like it to be easier to modify or cancel your service without having to contact support.

Best Shopify CRM Integration for Custom Product Workflows: HubSpot

HubSpot CRM is a free contact management software application with a Shopify integration that allows users to create custom product workflow pipelines based on Shopify orders. In addition, HubSpot includes lead generation, deal pipelines, and email tracking and is best for ecommerce sites who offer customized products and need to manage both product workflows and sales like jewelry designers or furniture craftsmen who sell personalized products.

HubSpot Pricing

HubSpot CRM is a free contact management tool with core CRM features like lead and contact profiles, deal pipelines, and email marketing. HubSpot offers additional functionality through the Sales Hub and Marketing Hub, which range from $50 per month to $800 per month, making it one of the more expensive options with those options added.

HubSpot Features

HubSpot CRM includes features like lead forms, contact profiles, email templates, email tracking, and deal pipelines. HubSpot also includes several innovative ecommerce features like a live chat widget you can embed on your website to interact with customers as they shop, along with the ability to track website activity for the first seven days after a visitor becomes a lead.

Contact Management

HubSpot CRM includes the ability to create and organize contacts easily and provides insights such as a newly added contact’s recent activity on your website. New customers in Shopify are automatically imported as contacts in HubSpot with all of their sales and order information. HubSpot will also auto-enrich profiles based on information it knows about companies and social profiles, which are features not available in other free plans on our list.

Lead & Task Management

HubSpot CRM gives you the ability to schedule tasks for later follow-up and emails you reminders in addition to creating workflows to handle regular marketing tasks. Compared to Zoho CRM’s free plan, these tools are far more robust and useful in moving your leads through the sales process. HubSpot also features a free chat tool that allows you to use conversational bots to prequalify leads that engage on your website, which isn’t a feature in Zoho.

Email Tracking & Templates

HubSpot includes several email productivity tools that make it especially useful for ecommerce sellers. The email tracking tools make sure that you’re able to see whether your customers have interacted with important emails you send about orders. In addition, templated responses make it easy to communicate with customers about common issues quickly, and plug-ins for Gmail and Outlook plug-ins help you manage your customer relationships within your inbox.

Live Website Chat

HubSpot has a live chat feature that users can embed on their ecommerce website that allows sales reps to engage with customers in real time while they shop on the website. Customers who utilize the chat feature are created as leads in the CRM and can be added to email and marketing automation campaigns. This makes HubSpot especially suited to businesses that handle lots of customer questions and want to engage with leads in real-time.

Custom Deal Pipelines

HubSpot will import sales as deals and allows you to create customized deal pipelines that can be used as a product workflow. For example, if you are a custom furniture maker, a sale from your Shopify cart is synced to HubSpot as a new “deal,” which can be moved through your manufacturing process and displayed within a Kanban-style pipeline.

What HubSpot Is Missing

HubSpot is missing some of the more advanced CRM features found in software like Zoho or Salesforce. However, the free plan is much more functional than other free options. The free CRM also lacks features like workflow management and marketing automation unless you also subscribe to either Sales Hub or Marketing Hub and HubSpot offers only limited customer support on the free plan.

What Users Think About HubSpot

HubSpot CRM customers like the intuitive interface and ease of setup. They also like how HubSpot creates custom deal pipelines for Shopify sales, and how easy it is to manage and market to those customers. Users do mention that they wish the product offered more reports and workflow automation.

You can read more on our HubSpot CRM review page.

Best No-frills Contact Management With Shopify Integration: Mailchimp

Mailchimp isn’t a CRM but is rather an email marketing platform that offers basic contact management with Shopify integration. Plans start with a robust free option for up to 2,000 contacts, followed by paid options ― $10 per month to $199 per month ― which include advanced customization and reporting tools. Mailchimp is ideal for online retailers who use Shopify and are looking for basic contact management and customer communication.

Mailchimp Pricing

Mailchimp offers a Forever Free plan that includes 2,000 subscribers and 12,000 emails per month, and the Growing Business plan, starting at $10 per month for 500 subscribers with unlimited emails. Subscribers can be added at an additional cost. The Pro version can be added for an additional $199 per month.

Mailchimp Tiered Features

Free

Mailchimp’s Shopify integration includes the ability to sync contacts and segment them based on purchase activity, create abandoned cart and product retargeting emails, and add a pop-up form to generate email newsletter subscribers. This free option also includes basic contact management, list segmentation, email design templates, and reporting tools for up to 2,000 contacts ― called subscribers.

Mailchimp makes it easy to organize your contacts and send email newsletters and targeted marketing. However, compared to other options on this list, Mailchimp lacks common CRM features like deals and deal pipelines. However, Mailchimp can also be used to send Shopify order notifications, and the integration adds product sales information to customer profiles, making it an ideal choice for ecommerce sites wanting an easy-to-use email newsletter solution.

Growing Business

The Growing Business plan starts at $10 per month for up to 500 subscribers and unlimited emails. It adds additional functionality to your email newsletter campaigns by enabling send-time optimization. This feature adjusts delivery based on your contact’s time zone, ensuring they arrive when they’re most likely to arrive. Paid plans also allow you to add social media profiles to enrich your contact database and better understand your customers.

In addition, this plan allows custom branding, which gives you more control over the presentation of your business brand as you email your customers. While the plan doesn’t include deal management, it does include far more robust email capabilities than any of the other options we reviewed. This makes it ideal for both in-person and ecommerce retailers who are interested in generating and marketing to email subscribers to create additional sales.

What Mailchimp Is Missing

Mailchimp is not a traditional CRM, although it was included here because it does include basic, no-frills contact management tools. It does not have deal and sales pipeline tools and also lacks some of the common contact management tools found in other options on this list like company and account association, and telephone contact fields. If you are looking for more advanced CRM functionality with robust email capability, consider Agile CRM.

What Users Think About Mailchimp

Mailchimp users love the extensive free option with easy-to-use templates and reporting. excels because of its robust free option with attractive templates and valuable analytics. Users also like how easy it is to set up campaigns and create emails. However, customers express frustration with the lack of other common CRM features.

Best for Providing Support to eCommerce Customers: Zendesk

Zendesk is a popular customer support management tool featuring a robust Shopify integration that syncs customer information and sales data into your support database for as little as $5 per user, per month. Zendesk focuses on the service and support side of the customer relationship and also features integration with Zendesk Sell, its CRM, making it an ideal complement for Shopify sellers needing a powerful tool to provide ongoing support to ecommerce customers.

Zendesk Pricing

Zendesk doesn’t offer a free plan. However, the Essential plan starts at $5 per user, per month when paid annually. This plan provides basic email support and reporting. Higher-level plans are available that include advanced reporting, customization, and team management at $19 and $49 per user, per month, which are in line with similar options.

Zendesk Tiered Features

Essential Plan

The Essential Plan integrates with Shopify to bring sales information into the customer database, allowing businesses to have a full view of the customer’s order history and past support activity. It includes basic customer support management features for $5 per user, per month when paid annually. Zendesk includes basic social media support and email support ticketing, plus the light version of Zendesk Chat, Talk, and a self-service knowledge base.

Zendesk allows users to add-on additional levels of each of those features to each Zendesk pricing plan. The Zendesk web widget can easily be installed on any Shopify site, making the Essential plan a good place to start for smaller online businesses that are looking for an affordable option for serving their ecommerce customers.

Team Plan

The Team Plan is $19 per user per month, which is billed annually and increase flexibility with custom support fields, additional analytics tools, and custom rules to trigger automated processes. Automated workflows can be used to set up responses based on the customer’s support request and assign specific representatives to handle specific types of support. This plan also includes access to additional user support, including email support during business hours.

The Team plan is a good choice for ecommerce businesses that are currently selling to a larger customer base and are looking for an organized way to handle support. The integration with Shopify also allows users to take advantage of additional analytics tools, giving users information about the types of issues and products that most commonly require support.

Professional Plan

The Professional Plan costs $49 per user, per month, which is billed annually and includes multilingual support and user time tracking. It also includes the ability to send customer satisfaction surveys, along with a more robust set of reporting and management tools to allow enhanced control over performance monitoring. The professional plan also includes both a 24-hour and five-days-a-week email and phone support from Zendesk.

The Professional Plan is designed for larger support teams that provide support across different countries, and the integration with Shopify makes it the best choice for businesses that sell and ship products internationally. It’s also ideal for retailers that want to get customer feedback about their support experience through customer satisfaction surveys. Users who also use Zendesk Sell can take advantage of a robust, intuitive CRM that syncs customer data with Zendesk.

What Zendesk Is Missing

Zendesk alone does not include common CRM features but was included here because it handles support, which is often an important area of the customer relationship for ecommerce businesses. It does not include deal tracking or email marketing automation. However, it does integrate with Zendesk Sell, a fully featured, intuitive CRM. Zendesk is also missing some of the sales analytics and customer activity reporting found in Metrilo or HubSpot.

What Users Think About Zendesk

Zendesk customers like the robust set of features and the integrations with other services, including the overall Zendesk ecosystem. Customers don’t like that support is limited unless you are on a higher-priced plan, and they felt that Zendesk can be more overwhelming to set up as a small business.

Bottom Line

Integrating Shopify with your customer relationship management software can provide your business with powerful sales and customer follow-up tools to make you more efficient and profitable. While many third-party integrations exist, we looked at the software that directly connects your ecommerce store with your CRM to provide you with this list of the best.

Metrilo is the overall best CRM for Shopify integration because of its real-time sync of customer sales information, activity, customer value, and overall order history. Metrilo is built specifically for ecommerce and pricing begins at $119 per month for unlimited users and offers a free trial of any plan. Visit Metrilo online to start your 14-day free trial today.

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