Customer relationship management (CRM) software for retail businesses has advanced functionality, such as inventory management, quoting, and payments. Retail CRM software can either be a point-of-sale (POS) tool with customer management features or a standalone CRM that can easily integrate with a third-party POS system. Either way, reps can focus more on selling and engaging with leads to boost retail sales.
We evaluated several of the best CRM for retail businesses and narrowed it down to the top seven.
- HubSpot CRM: Best overall for retail marketing automation
- Zendesk Sell: Best for retail sales management and reporting
- Zoho CRM: Best for inventory management
- Pipedrive: Best for retail sales performance monitoring
- Bitrix24: Best for sales intelligence and customer journey tracking
- monday CRM: Best for retail data management
- Salesforce: Best for retail case management
- Best Retail CRM Software Compared
- HubSpot CRM: Best for Overall Retail Marketing Automation
- Zendesk Sell: Best for Retail Sales Activity Management & Reporting
- Zoho CRM: Best for Inventory Management
- Pipedrive: Best for Retail Sales Performance Monitoring
- Bitrix24: Best for Sales Intelligence & Customer Journey Tracking
- monday CRM: Best for Retail Data Management
- Salesforce: Best for Retail Case Management
- Frequently Asked Questions (FAQs)
- Bottom Line
Best Retail CRM Software Compared
| Provider | Free Plan | Starting Monthly Price | Our Rating out of 5 |
|---|---|---|---|
 | ✔5 users | $15 per user | 4.48 |
| Visit HubSpot CRM | |||
 | ✕14-day free trial | $19 per user | 4.47 |
| Visit Zendesk Sell | |||
 | ✔3 users | $14 per user | 4.44 |
| Visit Zoho CRM | |||
 | ✕14-day free trial | $14 per user | 4.36 |
| Visit Pipedrive | |||
 | ✔Unlimited users | $49 for 5 users | 4.25 |
| Visit Bitrix24 | |||
 | ✕14-day free trial | $12 per user (3-user minimum) | 4.08 |
| Visit monday CRM | |||
 | ✕30-day free trial | $25 per user | 4 |
| Visit Salesforce | |||
HubSpot CRM: Best for Overall Retail Marketing Automation
When to Use HubSpot CRM
- You need robust marketing tools: HubSpot CRM includes many marketing tools, like email marketing, product library, and ad management, in its free plan. If you’re a live seller, you can leverage its Messenger integration to connect with your customers and promote your products. Its paid plans include more advanced marketing capabilities such as automation, campaign reporting, and A/B testing.
- You need an intuitive retail CRM: HubSpot CRM is one of the best simple CRM systems. The user interface has a simple layout, easy-to-access, intuitive features, and quick navigation. Its mobile app version has a clean interface and is easy to operate, making HubSpot CRM one of our top picks for mobile CRM apps for on-the-go retailers.
When to Use an Alternative
- You need built-in inventory management tools: HubSpot CRM is our best CRM system for small businesses. However, it doesn’t have a native inventory management functionality. Users can go to HubSpot’s App Marketplace and search for inventory apps like Panda Inventory to integrate with their CRM systems.
- Alternative: Zoho CRM offers native inventory management with price books and modules for products, sales orders, purchase orders, vendors, and more. Bitrix24 can help you manage multiple warehouses and track orders and deliveries in one dashboard. Its mobile app has built-in stock receipts and documents for write-offs, stock transfers, etc. to monitor product movements.
- You need telephony features: While HubSpot CRM can be integrated with VoIP providers like Aircall, it lacks telephony features, like connecting your business phone system with your CRM.
- Alternative: Bitrix24 is equipped with fully integrated telephony on its Basic plan ($49 per user monthly) to ensure you won’t miss another important call and you record the lead info you received. This retail CRM software can track every conversation and store it directly in your CRM for further use.
HubSpot CRM Pricing Plans*
Cost:
- $0 for five users
Key Features:
- Mass email marketing
- Marketing events object
- Email health reporting
- Facebook Messenger, Shopify, Square, and WooCommerce integrations
- Contact and company management with activity tracking and pipeline tracking
- Prospects tool for monitoring leads visiting your web pages
- Quote generation and payment processing via an integrated Stripe account
- Appointment scheduler
- Mobile CRM
- Live chat engagement
Cost:
- $15 per user
Key Features:
- Everything in the Starter Sales Hub
- Simple marketing automation
- 5× marketing contact tier email send limit per calendar month
- Removes HubSpot branding
- Call-to-action (CTA) button design tools with A/B testing
- Multiple meeting scheduling links
- Up to two pipelines for customer service tickets
Cost:
- $90 per user
Key Features:
- Everything in the Starter Customer Platform
- Facebook Messenger AI bot for automated conversations with visitors
- Contact activity and engagement tracking for Facebook ads and posts
- e-Signature on sales documents
- Product library and multiple sales teams
- Automatic lead rotation
- Up to 30 currencies
- Deal and company scoring
- Custom reporting with sales forecasting
- Team and individual goal-tracking
*Pricing is based on annual billing on a per-month breakdown of the HubSpot Customer Platform plans for individuals and small teams. Monthly billing and enterprise-level plans are also available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
**Customer Platform includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased for lower monthly costs.
HubSpot CRM’s workflow goal for automating email campaigns (Source: HubSpot CRM) 
HubSpot CRM’s campaign analytics show individual campaign performance. (Source: HubSpot CRM)
Our Expert Opinion
HubSpot CRM is our top retail marketing CRM system, offering marketing features like mass email marketing in its freemium plan. Its paid plans offer a more comprehensive suite of marketing tools, such as marketing automation, campaign reporting, and social media integration. HubSpot is the best CRM in the retail industry, highly recommended if you want to reach broader audiences to promote your brand.
Zendesk Sell: Best for Retail Sales Activity Management & Reporting
When to Use Zendesk Sell CRM
- You need a CRM for retail sales activity management and reporting: Zendesk Sell includes several sales activity reporting tools, like prebuilt sales dashboards and custom data fields, tags, and filters for learning how to track retail metrics.
Use sales triggers to automate your sales workflow. If you have a startup retail business, use its advanced and custom sales reports to determine what is selling for strategic decision-making. - You want one of the best customizable CRMs for retail sales: Zendesk Sell offers a robust API that includes access to Zendesk Sunshine, an open platform for managing and customizing client interactions.
This CRM is best for retail business owners who want to connect data sources to their technology stack and build their custom retail app. It helps you build unique experiences to entice more people to buy your products.
When to Use an Alternative
- You need full control of your inventory: Zendesk Sell lets you manage your inventory with its stock level tracking to update you on when to produce or order new goods. While Zendesk Sell offers product and price books, it does not have inventory templates and modules for purchase orders, sales quotes, and vendors, which are important in retail.
- Alternatives: Zoho CRM has built-in inventory management features like modules for products, purchase orders, vendors, and more. Bitrix24 enables you to manage multiple warehouses and track orders and deliveries in a single dashboard. With its mobile app’s built-in stock receipt and forms for write-offs and stock transfers, you can easily track product movements and balances.
- You’re looking for a free retail CRM: Zendesk Sell offers a free trial for 14 days. But after this period, you need to subscribe to one of its paid plans like Sell Team ($19 per user).
- Alternative: HubSpot CRM, Zoho CRM, and Bitrix24 have free plans. If you want the best tools to promote your retail brand, HubSpot CRM’s free plan includes ad management. Zoho CRM offers standard reports and sales force automation for deal management. On the other hand, Bitrix24’s freemium plan includes AI CoPilot (AI assistant) for creating and summarizing tasks.
Zendesk Sell Pricing Plans*
Cost:
- $19 per user
Key Features:
- Up to two customizable sales pipelines
- Custom data fields, filters, and tags for sales tracking
- Prebuilt sales dashboards
- Sales triggers
- Email and calendar integrations
- Task and appointment setting
- Call tracking and recording, and text messages
- Mobile app for iOS and Android devices
- Collaboration tools
- Robust API—core
Cost:
- $55 per user
Key Features:
- Everything in Sell Team
- Up to 10 customizable sales pipelines
- Product and price book
- Advanced and custom sales reports
- Sales forecasting and goals tracking
- Prospecting and enrichment credits
- Robust APIs—core plus premium
Cost:
- $115 per user
Key Features:
- Everything in Sell Growth
- Up to 20 customizable sales pipelines
- Lead and deal scoring
- Task automation
- Advanced roles and permissions
- Company hierarchy
*Pricing is based on annual billing on a per-month breakdown of the plans for individuals and small teams. Monthly billing and enterprise-level plans are also available for a higher cost. Zendesk Sell offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Creating sales triggers on Zendesk Sell (Source: Zendesk Sell) 
Pipeline development report on Zendesk Sell (Source: Zendesk Sell)
Our Expert Opinion
Zendesk Sell is our top pick for sales activity management and reporting. It is equipped with sales triggers, plus advanced and custom sales reports that can help improve efficiency in your retail business operations. You can connect data sources into your technology stack and build a custom retail app with Zendesk Sunshine, accessible via Zendesk Sell, to enhance customer experience.
Zoho CRM: Best for Inventory Management
When to Use Zoho CRM
- You need retail CRM software with excellent inventory management tools: Zoho CRM is a great pick for managing your retail inventory. It’s one of the best CRM for retail stores, and it has inventory templates with a stock-keeping unit (SKU). Use its price books and modules for products, invoices, and sales orders for accurate pricing.
- You need a top-notch retail CRM system with a CPQ solution: If you are a retail business owner or sales manager who wants to create customized quotes for faster sales cycles, Zoho CRM is a great pick. It allows you to preconfigure product rules and dynamic pricing, enabling you to generate accurate custom quotes quickly and provide a seamless buying experience.
When to Use an Alternative
- Your retail business operations want to leverage AI to boost efficiency: Zoho CRM’s AI assistant, Zia, is available on mobile, making it one of the best mobile CRM apps in the market. However, this feature is locked in the Enterprise plan at $40 per user. Some providers offer AI tools for free or at a relatively low price.
- Alternatives: Bitrix24 offers an AI assistant, CoPilot, that lets you create task descriptions and checklists and explain and summarize tasks. Sales associates and store managers can use them to improve efficiency and client engagement. Pipedrive offers AI-powered recommendations and marketplace search in its Essential plan ($14 per user) to quickly resolve your problems.
- You want a more intuitive CRM system: Zoho CRM users tend to find the product interface clunky with many buttons and tab options. Because of this, Zoho CRM is a less intuitive client database software for small businesses than some other products on this list.
- Alternative: monday CRM has a simple customer database and CRM dashboard. It has a highly intuitive user interface that helps newbies quickly learn how to use a feature for handling retail data more efficiently and effectively.
Zoho CRM Pricing Plans*
Cost:
- $0 for three users
Key Features:
- Sales force automation
- Standard reports on CRM analytics
- Marketing automation
- Document management
- Product customization
- Lead, account, and contact management
- Deal tracking for one sales pipeline with viewing from a mobile app
- Document storage
- Activity tracking
Cost:
- $14 per user
Key Features:
- Everything in Free
- Basic CRM module
- Sales forecasting
- Multiple sales pipelines
- Lead scoring
- Cadences
- Custom fields
- Workflows
- Zoho Marketplace
- Google Calendar sync and Office 365 integration
Cost:
- $23 per user
Key Features:
- Products
- Inventory templates
- Price books
- Sales quotes
- Sales orders
- Invoices
- Vendors
- Purchase orders
- Automated duplicate detection
- Mass email scheduling and unlimited reports
Cost:
- $40 per user
Key Features:
- Zia, AI sales assistant
- Territory management
- Custom functions
- CommandCenter
- Multiuser portals
- Kiosk Studio
- Client scripts
- Sandbox
- Approval and review process
Cost:
- $52 per user
Key Features:
- Enhanced feature limits
- Extended AI capabilities
- Advanced customization
- Data preparation
- Augmented analytics
- Data storytelling
- Unified business insights
- Higher-level data administration
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
Zoho CRM’s price book example compares flat and differential discounts. (Source: Zoho CRM) 
Zoho CRM’s product suggestions with quoted items displayed (Source: Zoho CRM)
Our Expert Opinion
Zoho CRM is the best CRM for retail stores looking for inventory management tools like price books and modules for products, vendors, sales orders, purchase orders, invoices, and quotes.
Its product configurator is another notable feature of this CRM software for the retail industry, allowing you to cross-sell for an added source of sales revenue. All these advanced capabilities are available in the Professional plan for only $23 per user monthly.
Pipedrive: Best for Retail Sales Performance Monitoring
When to Use Pipedrive
- You want a CRM with customizable sales dashboards: Pipedrive offers sales dashboards that help retail sales managers monitor sales rep and team performance. It has insight dashboards that let you add and collate your desired reports and share them with your sales associates for performance monitoring and coaching purposes.
- You want to harness AI power for your retail business: Pipedrive is one of the best AI CRMs equipped with an AI sales assistant. It condenses emails into summaries and generates deal conclusions for quick grasp and higher response rates. It provides deal interaction overviews so you can take prompt actions, like sending follow-up emails with product explainers, to boost sales performance.
When to Use Pipedrive Alternatives
- You want to try the best free CRM software for retail: While Pipedrive offers excellent features that can help you monitor your retail sales performance, this provider does not offer a free plan. However, it offers a 14-day free trial for its paid plans.
- Alternatives: HubSpot CRM, Zoho CRM, and Bitrix24 have free plans. If you want to promote your retail brand, HubSpot CRM provides forever-free marketing tools like ad management. Zoho CRM’s free plan includes standard reports and sales force automation for deal management. Bitrix24 is equipped with an AI CoPilot on its free plan to help create and summarize tasks.
- You need a CRM with built-in document management tools: Pipedrive’s SmartDocs is an advanced document management tool that includes digital signatures, trackable quotes, and shared sales templates. However, this feature is an add-on with an extra charge starting at $32.50 monthly per company for lower tiers and inclusive starting the Professional plan ($49 per user).
- Alternative: monday CRM is equipped with document management tools in its Standard plan at $17 per user monthly. It lets you create and share unlimited customizable quotes and invoices, which is very useful for retailers. Moreover, its merge duplicate data feature eliminates data overlaps for seamless lead generation, follow-ups, and sales activities.
Pipedrive Pricing Plans*
Cost:
- $14 per user
Key Features:
- AI sales assistant and activity reporting
- Company and user sales goals tracking
- Custom data fields and pipeline stages
- Deal management with rotting indicator alerts and deal progress reporting
- Lead and contact management
- Products and services catalog
- Apps marketplace for third-party integrations
- Duplicate data detection and merge
- Comments and user mentions for collaboration
- Chatbot support
Cost:
- $39 per user
Key Features:
- Everything in Essentials
- Two-way email sync between Gmail and Outlook
- Custom email templates and email signatures
- Built-in meeting scheduling with videoconferencing options
- Workflow automation
- Smart contact data
- Expanded sales reports with recurring revenue tracking
- Live chat support (business hours)
Cost:
- $49 per user
Key Features:
- Everything in Advanced
- AI-powered email creation and summarization
- Smart Docs add-on with e-signatures
- Streamlined lead routing and team management
- Revenue forecasts and custom field reporting
- Extra data entry and data quality settings
- Live chat support 24/7
Cost:
- $64 per user
Key Features:
- Everything in Professional
- Built-in project management with Kanban boards
- Increased control of account permissions and visibilities
- Phone support and an implementation program for CRM users
Cost:
- $99 per user
Key Features:
- Everything in Power
- Security rules and permission settings
- Unlimited reports and sales dashboards
- 100 active workflow automations
- Unlimited team management
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is available for a higher cost. Pipedrive offers a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Pipedrive’s insights dashboard for team performance monitoring (Source: Pipedrive) 
Pipedrive AI summarization tool generates concise conversation summaries. (Source: Pipedrive)
Our Expert Opinion
Pipedrive is our top choice for tracking retail sales performance because it has customizable reports, sales dashboard collaboration features, and a shareable live dashboard for collaboration.
Another remarkable feature that can help improve your retail sales is its AI capabilities. It enables you to create and summarize emails and gain valuable insights on the next best steps to move leads quickly in your sales pipeline.
Bitrix24: Best for Sales Intelligence & Customer Journey Tracking
When to Use Bitrix24
- You need sales intelligence tools for customer journey tracking: Bitrix24 has free sales intelligence tools that you can use to track a buyer’s activity before they engage with your brand.
Sales associates and managers get smart insights into the customer’s experience, from awareness to purchase. This includes a source or Urchin Tracking Module (UTM) tracking to determine where your leads come from. - You need AI tools for content generation: Bitrix24 CoPilot (AI assistant) can help you write a text, assess an idea, formulate a thought, and more. Unlike other providers, this feature is available in the free plan.
Sales associates and supervisors can use AI assistants whenever they want to, improving work efficiency. It can be used in chat, email, feed, and CRM, generating responses based on the query and context.
When to Use Bitrix24 Alternatives
- You need free or low-cost email features: Bitrix24 does not have free email features. Webmail or accessing your email inboxes on your CRM is locked in the paid plans, starting with the Basic plan ($40 for five users, monthly).
- Alternatives: Zoho CRM’s free plan includes email authentication and organization emails. HubSpot CRM’s free plan includes email templates, scheduling, reply tracking, reporting, and team inbox. On the other hand, Pipedrive’s Essential plan ($14 per user) enables you to forward important emails to your CRM, which automatically links to a contact or deal.
- You prefer 24/7 customer support: Bitrix24 only offers chat tech support across all paid plans, and priority support is locked in the Enterprise plan ($325 for 250 users). Other providers offer multiple customer support channels at relatively lower-priced plans.
- Alternatives: Zendesk Sell and monday CRM offers 24/7 customer support. Zoho CRM offers 24/7 support with its premium support plans (for an additional 20% of the subscription fee). Zendesk lets you access online, email, and phone support for general account information and basic troubleshooting during business hours. monday CRM provides 24/7 customer support across all plans.
Bitrix24 Plans*
Cost:
- $0 for unlimited users
Key Features:
- Unlimited deals and contacts with sales intelligence for customer journey tracking
- AI CoPilot for creating and summarizing tasks and more
- Instant synchronization Google Calendar, Apple iCloud, Microsoft Office 365
- Chat, email, and video call clients and employees
- Select a meeting room for calendar events
- View the team’s calendar and choose available slots for meetings
- Calendar access permissions
- Product catalog inside CRM
- 5GB online storage with personal and group drive
- Custom fields on user profiles
Cost:
- $49 for five users
Key Features:
- Everything in Free
- Take orders and payments directly in the CRM
- Five pipelines and tunnels for sales automation
- Unlimited invoices and convert deals to invoice
- CRM document templates for invoices, estimates, etc.
- Set recurring deals automatically and CRM analytics
- Inventory management with unlimited warehouse operation
- Create CRM deals and tasks from an email
- Resource booking for appointment scheduling in CRM
- Telephony settings like business phone system integration
Cost:
- $99 for 50 users
Key Features:
- Everything in Basic
- Inventory management access permissions
- Segment-based marketing with 50,000 bulk email
- CRM duplicate control master (duplicate search)
- Zoom integration
- CRM form templates
- CRM access log
- Restore a backup to a specified date by request
Cost:
- $199 for 100 users
Key Features:
- Everything in Standard
- Analytical reports for sales intelligence
- Custom traffic sources
- AI scoring
- Automated ad management
- Workflow and business process automation
- Electronic signature for human resource (HR) like company simple e-signature
- Edit rules or triggers in the workflow designer
- Unlimited robotic process automation (RPA) processes for less routine work
- Advanced security
Cost:
- $399 for 250 users
Key Features:
- Everything in Professional
- Multiple branches management
- Branch access permissions
- 25 account administrators allowed
- Priority customer support
- Detailed login history
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is available for a higher cost. Bitrix24 offers a 15-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Bitrix24’s sales intelligence and analytics features (Source: Bitrix24) 
Custom traffic sources for ad campaigns and lead tracking in Bitrix24 (Source: Bitrix24)
Our Expert Opinion
Bitrix24 is ideal for retail companies seeking free sales intelligence tools, such as source tracking for marketing and lead generation, plus automatic customer journey tracking. One of the notable features we evaluated in this recommended CRM software for the retail industry is CoPilot.
This AI assistant can help you craft emails, website texts, chat, feeds, and other content forms to engage with customers and promote your retail brand more effectively and efficiently.
monday CRM: Best for Retail Data Management
When to Use monday CRM
- You need a CRM for small retail businesses with data management tools: If you want to ensure you can access data quickly, monday CRM is your best pick. Change the colors of each board and deal card, and enhance your retail data visual presentation with various views, filters, and search options. Its Manage Duplicates feature helps prevent duplicate values that disrupt tracking and progress.
- You need excellent time and task management features: monday CRM lets users add a time-tracking column on boards for every task started. Retail business owners can use this feature to track the time spent by sales associates in upselling or selling higher-value items and other sales activities in this CRM for the retail industry.
When to Use an Alternative
- You want to start with a free retail CRM: While monday CRM offers excellent data, document, and task management tools, this provider does not have freemium tools. This can be an issue for startup retail businesses or those who prefer trying the features first before purchasing a CRM for the retail industry.
- Alternatives: HubSpot CRM, Zoho CRM, and Bitrix24 are most sought for their free plans. HubSpot CRM’s free plan is best for marketing tools like ad management. Zoho CRM’s freemium includes standard reports and sales force automation for managing deals. On the other hand, Bitrix24’s free version includes AI CoPilot with content creation and summarization capabilities.
- You need a low-cost Google or Microsoft calendar sync: With monday CRM, you can monitor your retail business tasks and appointments like reseller or comarketing follow-ups via your Google calendar. However, this feature is locked in the Pro plan at $28 per user monthly. Moreover, this CRM for retail has a three-user requirement for each subscription.
- Alternative: Pipedrive’s calendar sync with Google and Microsoft is available in its Essential plan for only $14 per user monthly. This plan also comes with seamless data import and more than 400 integrations. Pipedrive is among the best Xero CRM integrations and is suitable if you need progressive billing, special consignment, or reselling payment arrangements.
monday CRM Pricing Plans*
Cost:
- $12 per user (three users minimum)
Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
- Unlimited free viewers
- Kanban view
- Templates for lead, contact, and deal management
- Mobile app for iOS and Android users
- Create a dashboard based on one board
- Web forms to capture leads
- Customizable notifications
Cost:
- $17 per user (three users minimum)
Key Features:
- Everything in Basic
- Quotes and invoices
- Advanced account, contact, and deal management
- Two-way email integration with Gmail and Outlook
- AI email generator
- Activity management
- Merge duplicate data
- Custom CRM automations and integrations (250 actions for each per month)
- Create a dashboard that combines five boards
Cost:
- $28 per user (three users minimum)
Key Features:
- Sales forecasting
- Sales analytics
- Email templates with custom parameters
- Email tracking and automations
- Mass emails and tracking
- HTML editor for mass email
- Google Calendar sync
- Customizable email signatures
- Custom CRM automations and integrations (25,000 actions for each per month)
- Create a dashboard that combines 10 boards
*Pricing is based on annual billing on a per-month breakdown of the plans for individuals and small teams. Monthly billing and an enterprise plan are available for a higher cost. There is a 14-day free trial for all the plans. While we update pricing information regularly, we encourage our readers to check current pricing.
monday CRM lets you customize your data visualization. (Source: monday CRM) 
monday CRM’s “Manage duplicates” feature (Source: monday CRM)
Our Expert Opinion
With monday CRM, you can easily structure your data as your retail business grows. Use its data management tools to structure your data based on lifecycle stages, lead status, and other customized needs.
Create stunning dashboards and email templates and add new categories to advance a lead down the path to close the deal easily. Moreover, you can seamlessly manage documents and tasks in this recommended CRM for the retail industry.
Salesforce: Best for Retail Case Management
When to Use Salesforce
- You need to manage retail business cases: Salesforce’s case management feature tracks incidents like theft investigations in retail stores. Resolve customer issues like product defects by automatically routing inquiries to the right agent or group for quick resolution. Retail businesses can also create unique labels, like purchases or customer IDs, and add notes to cases.
- You need opportunity management tools for your growing business: If you have a growing retail business, you can use Salesforce’s opportunity management features to monitor what products are selling and their quantities. Add products to opportunities and update product quantities and prices to ensure accurate sales records, then sync them with quotes for effective pricing.
When to Use an Alternative
- You need telephony features: Salesforce cannot connect your business phone system to your CRM, which is crucial for retail businesses. This helps store managers quickly connect with customers, informing them if store pickup orders are ready. Store sales reps can also use this feature to initiate and follow-up home deliveries.
- Alternative: Bitrix24 offers telephony features, allowing you to connect your business phone system to your CRM. It records every incoming call you take and automatically adds it to your CRM as a new deal.
- You want freemium tools: Salesforce does not have free forever tools, so users can’t test the features first before committing to purchase a CRM system.
- Alternative: HubSpot CRM, Zoho CRM, and Bitrix24 offer freemium plans. HubSpot CRM’s free plan includes marketing features like ad management. Zoho CRM’s free plan has standard reports and sales force automation to help you manage deals. On the other hand, Bitrix24’s free plan is equipped with AI CoPilot to help create and summarize tasks, deals, and more.
Salesforce Pricing Plans*
Cost:
- $25 per user
Key Features:
- Case management
- Simplified setup and onboarding
- Lead, account, contact, and opportunity management
- Email integration and automated activity capture
- Salesforce mobile app
- Customizable sales process
- Task management, activity feed
- Salesforce meetings
- Lightning app builder
- File sharing and mass email
Cost:
- $100 per user
Key Features:
- Everything in Starter
- Xero integration via AppExchange marketplace
- Quoting and contracting
- Create and track quotes and orders
- Forecasting mobile app
- Customizable reports and dashboards
- Full offline mobile functionality
- Customizable sales process
- Task management, activity feed
- Mass email
Cost:
- $165 per user
Key Features:
- Everything in Pro
- Advanced pipeline management and deal insights
- Territory management and planning
- Workflow and approval automation
- Sales Teams lets users specify collaborators assigned to each deal
Cost:
- $330 per user
Key Features:
- Everything in Enterprise plus Predictive AI
- Conversation intelligence and sales engagement
- Premier Success
Cost:
- $500 per user
Key Features:
- Everything in Unlimited plus Einstein Copilot powered by generative AI
- Performance management, sales programs, and team collaboration with Slack
- Connect and unify all data with data cloud and revenue intelligence
*Pricing is based on annual billing per month based on the Salesforce Sales Cloud product. Monthly billing for the Starter Suite is available at a higher cost. The provider offers a 30-day free trial for its plans. We update pricing information regularly but encourage readers to check current pricing.
**Pricing is based on annual billing on a per-user, monthly basis. See the Salesforce Add-on Pricing page for a complete list of add-ons and plan eligibility.
Case and progress details on the Salesforce dashboard (Source: YouTube) 
View a new opportunity and change the assigned owner on Salesforce. (Source: YouTube)
Our Expert Opinion
Salesforce is the best CRM in retail with a case management feature, allowing you to resolve customer service issues and track incident reports. Another remarkable feature of this CRM is its opportunities management.
This is the best CRM for small retail businesses looking to add products to opportunities for seamless deal management. You can also use this CRM to update product prices and quantities for effective pricing and stock inventory.
How We Evaluated the Best Retail CRM Software
Frequently Asked Questions (FAQs)
What is CRM for retail?
A CRM for retail includes helpful tools that can automate tasks to streamline your day-to-day operations. These capabilities include sales intelligence, inventory management, ticketing, marketing automation, and workflows, boosting your retail employees’ productivity, customer relationships, and overall store sales.
What is the best CRM for retail?
The best CRM for retail is HubSpot CRM because of its robust freemium tools and advanced capabilities that retailers can use in managing their sales, marketing, and customer service tasks. Other providers like Zendesk Sell, Zoho CRM, Pipedrive, and Bitrix24 are great retailer CRM options. These are equipped with sales intelligence, client management, and inventory management tools for more efficient retail operations.
What is the best CRM for retail sales?
Zendesk Sell is the best CRM for overseeing retail sales activity and reporting because of its prebuilt sales dashboards, customizable pipelines, sales triggers, and sales tracking appointments and tasks. On the other hand, Bitrix24 is equipped with sales intelligence features like custom traffic sources, buyer journey tracking, and a sales intelligent website widget for streamlining your sales process.
Bottom Line
CRM systems help retail businesses automate day-to-day tasks and sales processes. They help store sales managers track performance and generate reports for strategic decision-making. Most importantly, they help sales associates focus on what they love the most: selling. While HubSpot is the best retail CRM software for small businesses, other providers like Zendesk Sell and Zoho CRM could be a better option for your needs.
