Metrilo Review: Is It Right for Your Business?
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
Jill is a writer at Fit Small Business specializing on Customer Relationship Management (CRM) software.
This article is part of a larger series on CRM.
Who Metrilo Is Best For
- Users who need an ecommerce CRM with strong analytics tools: Metrilo’s analytics tools are able to track the performance of various ecommerce business areas, including marketing, sales, and revenue. Its analytics tools are a key consideration why Metrilo is one of our top picks in our guide for the best ecommerce customer relationship manager (CRM).
- Users who need AI tools that provide highly actionable insights: Apart from analytics, Metrilo has a smart assistant feature with artificial intelligence (AI) functionality that provides actionable insights based on collected customer data. For example, it provides highly personalized product recommendations for a specific customer based on their purchase history. Alternatively, users can consider Zoho CRM, which also offers a Siri-like AI assistant called Zia.
Who Metrilo Is Not a Good Fit For
- Businesses that need a free plan or have a limited budget: While Metrilo offers advanced ecommerce analytics and CRM tools, its pricing plans are on the higher side. It also doesn’t offer a free plan. For alternatives, check out our guide on the best small business CRMs or best free CRMs.
- Users who want affordable email marketing tools: Metrilo’s email marketing tools are only available in the highest-priced plan, which costs $299 per month. If email marketing is crucial to your CRM efforts and you have a limited budget, consider subscribing to HubSpot CRM instead—it offers email marketing tools even on its free plan.
Metrilo Overview
| PROS | CONS |
|---|---|
| Extensive ecommerce analytics that cover various crucial areas, including marketing and sales performance | No free plan |
| The smart assistant feature offers easy-to-understand insights and recommendations | Expensive pricing points compared to other ecommerce CRM providers, such as Zendesk Sell and HubSpot CRM |
| All plans offer an unlimited user allocation, which brings down the cost per user for large teams | Ecommerce CRM feature is only available in the two highest-priced plans |
Metrilo Pricing
Metrilo pricing has three paid subscription plans that range from $99 to $249 per month, billed annually. It also offers month-to-month plans at a slightly higher rate. While it doesn’t have a free plan, users can sign up for a 14-day free trial, which allows them to access any plan. Metrilo also offers a 100% refund within 30 days after signing up for a subscription.
Plans | Essential | Pro | Premium |
|---|---|---|---|
Best For | Users who need advanced analytics to understand their customers’ buying behavior | Growing businesses that want access to both analytics and CRM tools | Larger teams that rely heavily on email marketing to expand their customer base |
Monthly Pricing ($/Month) | $119 per month | $199 per month | $299 per month |
Annual Pricing ($/Month) | $99 per month | $165 per month | $249 per month |
Team Members | Unlimited | Unlimited | Unlimited |
Secure Encrypted Data Storage | ✓ | ✓ | ✓ |
Smart Assistant (AI) | ✓ | ✓ | ✓ |
Ecommerce Analytics | ✓ | ✓ | ✓ |
Ecommerce CRM | ✕ | ✓ | ✓ |
Customer Retention Analysis | ✕ | ✓ | ✓ |
Email Marketing | ✕ | ✕ | ✓ |
Expand the plan name for more information on Metrilo pricing subscriptions:
The Essential plan is Metrilo’s entry-level plan. It provides unlimited seat allocation and access to the one-click installation plugin, which allows them to easily connect the Metrilo app to their ecommerce site.
The plan includes the growth assistant feature that provides smart suggestions on how users can improve their ecommerce strategy based on their customer data. It also gives them access to ecommerce analytics, which include a real-time sales dashboard and marketing performance reports.
The Pro plan includes everything under the Essential plan. The key addition to the plan is the ecommerce CRM, which enables users to maintain a customer database with individual customer profiles to help users personalize their product offers. It also has a retention analysis feature that generates customer lifetime metrics.
Metrilo Features
What makes Metrilo unique from other CRMs are its integrated ecommerce analytics, CRM, and email marketing tools, which all work cohesively to help users retain and grow their customer base. Below, we take a closer look at some of its key features.
Metrilo’s dashboard shows an overall view of your business performance—from sales figures to website activity data.
(Source: Metrilo)
General Features
- Customer behavior analysis
- Customer segmentation
- Product management reports
- Funnel reports
- Smart assistant
- Email automation
- Abandoned cart emails
- Content drip campaigns
Metrilo’s additional key features include:
Individual Customer Profiles
Metrilo’s individual customer profile feature provides users with highly personalized information about their customers so they can create the most effective product offerings. This feature shows customer behavior such as products viewed and abandoned, past orders and purchases, and the total amount of money spent to date.
Product Management Reports
Metrilo’s product management reports provide users with highly actionable insights on how to best sell their products using historical customer purchase data. The report has the ability to show pertinent product information, particularly visitor views, purchases, and abandon rate. It also shows helpful insights on which products are usually ordered together to help users come up with product development opportunities.
Metrilo shows potential product bundles that users can create based on their customers’ buying behavior.
(Source: Metrilo)
Smart Assistant
Metrilo’s smart assistant feature acts like an AI tool that provides easy-to-understand insights for users—not just straightforward data reporting. It makes use of the acquired ecommerce analytics and customer data to offer actionable insights. For example, it can suggest product bundles based on a customer’s purchase history, or prompt users to create a special offer for an unhappy customer who gave negative feedback on services or products they received.
Targeted Email Marketing
Metrilo’s email marketing tool is highly personalized and automated. It allows users to set conditions based on a customer’s behavior. For example, emails can be triggered when a customer removes a product, abandons their cart, or successfully makes a purchase. Its analytics tools show the overall email campaign performance, including delivery, open, and click rates, as well as revenue acquired and customer actions regarding a specific email.
Third-party Integrations
Metrilo’s key feature is its ecommerce tools; hence, most of its integrations are with popular ecommerce software. Here are some of its most popular integrations:
- Shopify
- WooCommerce
- Magento
- Adobe Commerce
- Privy
- Mailmunch
- Sumo
- OpenCart
Customer Service
Metrilo offers live chat and email support to all customers. Support is available during standard business hours. In addition, Metrilo has an extensive resources page where users can read blog posts and case studies. It also has a help center with instructional articles on how to use the platform.
Ease of Use
Metrilo calls itself the “plug-and-play” growth platform for ecommerce brands and lives up to it. It has a clean, sleek interface that’s easy to use and figure out even for first-time users. Metrilo’s ease of use is also highly rated in available customer reviews online, with most users saying it’s simple to get started, connect their ecommerce site, and run their account.
Metrilo Alternatives
Metrilo offers excellent ecommerce analytics and CRM, but it may not be the best fit for your business. For example, you may be looking for affordable marketing tools or a provider that offers a free subscription. If so, here are the best Metrilo alternatives to consider:
 |  |  | |
|---|---|---|---|
Best For | Great for users who need multi-channel digital marketing tools in one platform | Best for those who require robust AI-features | Excellent choice for businesses that need a free, feature-packed CRM |
Starting Price | $9.99 per user, per month | $57 per user, per month | Has a free option; paid plans start at $39 per month for 5 users |
What Users Say in Metrilo Reviews
According to Metrilo reviews, users like the segmentation options for email marketing as it helps them provide the most relevant content for their customers who are most likely to convert to a sale. They also appreciate the customized product recommendations generated by the system based on customers’ past purchases. Interestingly, while the pricing is steep, value for money is ranked high among users.
At the time of this publication, Metrilo reviews had garnered the following average ratings on popular user review sites:
- G2: 4.8 out of 5 based on 23 reviews
- Capterra: 5 out of 5 based on 27 reviews
- GetApp: 5 out of 5 based on 27 reviews
Meanwhile, some users who left negative Metrilo reviews said the customization options for the email marketing tools can be improved. It is helpful to note, however, there are only a few negative reviews about Metrilo and users are generally happy with the software.
Bottom Line
Metrilo offers advanced and integrated ecommerce analytics and CRM tools—making it an excellent choice for businesses looking to scale up their online store business and expand their customer pool. Its highly personalized recommendations, strongly backed by customer data, make it a standout among other ecommerce CRMs.
The only drawback is the expensive pricing points—hence, we recommend it to be used by established ecommerce businesses with a steady pool of revenue and a robust customer base. In addition, the plan subscriptions have an unlimited user allocation, so if you have a larger team using the system, the cost per user goes down as well.
