Shopify 6 min read
18 Dec 2020

6 Great Ecommerce CRM Solutions You Can Integrate With Your Shopify Store

6 Great Ecommerce CRM Solutions You Can Integrate With Your Shopify Store

Handling customer contact information is tough enough without having to jump back and forth between your ecommerce platform and a useful customer relationship management tool (CRM). Do you use a CRM for your online business? If you’re wondering what benefits you can get from using CRM and pondering whether the investment will be worth it, this post is for you. If you want to know the best ecommerce CRM apps that you can integrate with your Shopify store, you have to read through the end.

Let's talk about Customer relations since we’re running an ecommerce store. And because we’ll be dealing with this as long as we're running our business, it's wise to learn essential lessons about this aspect of e-commerce. But before we move on, we’re also discussing Shopify store integration in this post. We’ll tackle the integration of the best ecommerce CRM apps into your Shopify store.

Customer Relationship Management (CRM) is a very important aspect (if not one of the most important aspects) of marketing to cultivate customer loyalty. The more loyal your customers become, the more chances you can get repeat orders. And the more repeat orders you can get, the more profits you can accumulate. Returning customers require less expense to convert compared to new customers, and they tend to spend more. This may be why you should spend a lot of time finding great Shopify CRM apps for your business.

How Do You Choose The App That Fits Your Store Perfectly?

The first thing to think about is - you must know what you’re looking for in a Shopify CRM App. Basically, what you want from your CRM system is something that will help you do three important things: 

1. Identify
2. Communicate and
3. Convert. 

Once you‘ve reached the point where you can Identify, meaning you’re able to find the customers who’re ready to buy and you can pinpoint what they’re interested in. This is extremely important because if you find out these two specifics… you’ll know exactly what to do next.

What do we mean by “Communicate?” It means when you have identified your customers, you must know how to communicate with them (this is actually your greatest need after the identification phase) to entice them with deals that are relevant to their needs.

Lastly, a Conversion has to happen. You need to convert your customer into a return customer. Most of the best ecommerce CRM apps today have elements of these.

Great CRM Solutions For Your Shopify Store

1. Hubspot CRM

Essentially, the HubSpot CRM is a system that empowers you to set up your unique product workflow pipelines that’ll blend well with the orders on your Shopify business. Additionally, it combines email tracking, deal pipelines, and lead generation functionalities to expedite the convenient management of sales processes. This tool will help you with your ecommerce digital marketing strategies.

Just to give you more info, it wasn’t ‘till May 2018 that HubSpot recognized the need to introduce and start offering an app that’s specially built for Shopify merchants. And so, the HubSpot integration was published on the Shopify App Store to provide a variety of tools for the enhancement of sales and marketing processes. From then on, the seamless integration has availed of all Hubspot apps, including the well-talked-about HubSpot CRM.

One of the reasons HubSpot CRM is ultra-popular is this: it’s completely free! If that’s not amazing, I don’t know what is. And, regardless of how long you use it, it stays free. While any merchant can comfortably leverage HubSpot CRM, it’s particularly ideal for online stores offering customized products. That said, the contact management process here is a breeze to use and conveniently intuitive. Even beginners would be able to set up and organize contacts with minimal effort. They can also follow up on the subsequent insights that include all site activities by the respective leads.

One feature that’s considered by many as handy is HubSpot’s automation engine. The App will automatically import the data of your new Shopify customers, and save them as contacts with their respective orders and sales specifics.

And, the good things don’t end there. HubSpot CRM also provides complimentary capabilities you won’t find in other free CRM tools. Simply put, it systematically auto-populates the contact profiles with additional hard-to-find info, including their social specifics and associated companies. So whenever you think of Shopify store integration, you should definitely consider HubSpot CRM.

2. Drip Ecommerce CRM

One of the most important things that Shopify owners should realize about online selling is that one sales channel is seldom enough. You need to be good at several things. You should be excellent with SEO, social media, and email marketing to generate enough sales to make a successful business. Additionally, you must view it as a long-term endeavor. Most conversions may take between five and twelve engagements (see? It’s NOT easy at all!) This is why Drip eCommerce CRM is a perfect option for you.

This tool allows you to collect, organize, and utilize data (a wide variety of it) to formulate marketing decisions that will help you to improve your revenue reports. Usually, the data we're talking about here includes email opens, page visits, ad clicks, and products added to the cart. These details allow you to observe the shopping behavioral patterns of your consumers.

By collecting this kind of info, you can create a precise segmentation. This way, you can personalize your marketing which is generally a more effective kind of marketing especially when you’re dealing with Shopify marketing strategies. Moreover, customization is done via tags, custom fields, and events that include clicks, purchases, and real-life actions.

You can utilize this data to send specific campaigns that address a specific niche. Using this app, you may also produce automatic campaigns that may be triggered based on the behaviors of users.
For example, if a customer downloads a specific guide, you can have the option of sending them several emails and using remarketing to bring them back to complete a transaction.

3. SendinBlue CRM

Despite being the newest in this group, SendinBlue deserves to be on our list of the best CRM for Shopify integration. Why? SendinBlue carries all the essential tools you’ll need to produce and customize transactional emails, automated email marketing campaigns, Facebook ads, SMS marketing campaigns, landing pages, and on-site chat campaigns.

As a matter of fact, SendinBlue currently processes over 100 million emails every day. More than 80,000 users get to engage their leads through cleverly triggered campaigns that are based on leads’ web behaviors, shopping activities, email engagement, and contact data.

SendinBlue’s flexible workflow editor allows you to set up and customize all these parameters. It is capable of easily accommodating even advanced automation sequencing. So, you might want to use this CRM app with a workflow that not only awards scores but also adjusts to your contacts’ needs. What’s more, it also tracks them through the sales funnel.

On top of all those, SendinBlue is exceptional in sending transactional emails. Actually, it’s designed to do this; transactional emails are the confirmation messages that accompany successful transactions. Here’s a pro tip: you could take advantage of these emails by using them to drive more engagement and try to trigger repeat purchases.

Another insightful feature you can try is SendinBlue’s “Send Time” optimization. As the label suggests, you can use it to customize your messages to be launched at the best possible times based on the performances of previous campaigns.

Sendinblue’s fast climb to the top can be attributed partly to its generous pricing. The app offers you 6 reasonable price points to choose from, with the lowest being a free plan that carries a host of decent features. It gives you a workflow editor that can handle up to 2,000 contacts, along with a sales CRM tool, advanced segmentation, SMS marketing, transactional emails, and (this is the favorite of users who were interviewed) real-time reporting. And… take note of this: as a bonus, you get to host an unlimited number of contacts.

4. Revamp CRM, Segment, Sales Team

With this app, you can utilize over 80 data sources to know what makes your customers complete buying transactions. With the data presented to you, you’ll get a 360-degree view of your customers’ buying psyche. In other words, what’s on their mind when they visit your website?

With one place to oversee everything: all the orders, emails, tasks, and more, you can catapult your marketing strategy to a higher level.

The app permits you to send email marketing campaigns that are personalized and directly sent from the CRM dashboard. This allows you to improve conversions and revenues in a faster manner. Each customer can be organized into segments based on several factors including their loyalty, choice of products bought, what categories they’ve bought from, etc..

Based on over 60 factors, all segments can be customized. You can export this info from Google, Facebook, and other websites, too. With the deep analysis that’s provided, you can get a breakdown of revenue and lost revenue (abandoned carts, canceled orders, etc.). You can also identify which customers are the best for your business and even the sales channels they love using.

Lastly, you can utilize the app to assist you in managing your sales team’s performance. Revamp CRM, Segment, and Sales Team permits you to have direct control of your sales process by assigning customers, roles, permissions, and follow-up tasks to your sales team.

Let’s look at Revamp CRM, Segment, and Sales Team's best features: a) Automate many tasks to enable your marketing to operate more smoothly. b) Manage your sales team's performance and their follow-up duties with ease. c) Upsell and cross-sell to your customers with personalized recommendations based on buying behaviors and more. d) Utilize pre-built campaigns and automation to effectively contact those who have abandoned carts.

5. SharpSpring

Another amazing suite that combines marketing automation and sales management tools is SharpSpring. The customer relationship management system of this app is accompanied by email marketing, social media marketing, blogging, web forms, a landing page builder, multi-device tracking capabilities, and, not to forget, analytics and reporting.

Although SharpSpring is designed to accommodate businesses of all sizes and makes, the one particular group that’s bound to adore it is agencies. This app’s features blend well with what agencies need. The platform itself is completely brandable, and it gives agencies a wide array of tools for simultaneously handling and managing projects of different clients.

Talking about actual campaigns, you can effortlessly build a custom automation workflow, since SharpSpring offers a visual workflow builder that’s super flexible. The tool allows you to add fresh leads and score them in real time. You can do this based on how they progressively respond to nurturing campaigns on your sales funnel.

Additionally, you may use SharpSpring’s drag-and-drop interface to handle (manage) your deals and opportunities on each crucial stage. It shows you a clear birds-eye-view of your whole project, including the leads, and their info and positions on the sales cycle. On top of that, you are allowed to move the opportunities seamlessly. Also, you may build custom deals based on your overall sales framework.

SharpSpring has heavily invested in landing pages. While most marketing and CRM tools seem to have developed landing page tools as just another added feature, SharpSpring has dived deep to set up a robust landing page builder that is extremely amazing for many users. Just to make things even sweeter, it comes with an accompanying set of elegant and responsive templates.

Consequently, you could say SharpSpring — as opposed to other apps — is a CRM and marketing platform for agencies that appreciate genuine flexibility.

Now, let’s talk about SharpSpring’s pricing. It starts at $550 a month for 1,500 contacts which means this CRM tool is obviously not a low-end product that you could use on your Shopify store. And that’s not the end of it. SharpSpring has an accompanying onboarding package for beginners that requires an extra $1,800.

That’s way out of the ballpark for most small businesses. Here’s the simple explanation behind this – if you look closer, SharpSpring doesn’t limit its features or the number of users per account. Meaning, you get all the features and the amazing privilege of growing your campaign team as big as you want (that means there’s no limit to the team you can build) at no extra cost.
You only need to upgrade your package upon exceeding your assigned contact volume. When you reach that point, you have the option to upscale to 10,000 contacts for only $850 a month or have the prerogative to pay $1,250 per month for 20,000 contacts.

Overall, if you analyze it thoroughly, SharpSpring is economical for agencies and businesses that employ large teams.

6. Agile CRM

AgileCRM is a low-cost alternative for those who are just starting their business. It provides almost all the best functionalities that can be availed of on more highly-priced options but at a much lower cost.
You can track sales, manage contacts, as well as automate your marketing tasks with AgileCRM. What’s being loved by many users is the fact that Agile has a helpdesk option that’s available on its ‘Regular’ package.

Agile CRM has a ticketing tool that permits you to realize any challenges your team may be experiencing, and it will allow you to deal with them immediately.

Additionally, you may also set up Event Triggers for Shopify using this CRM tool. These triggers are activated when a specific event has taken place. i.e. a new customer has signed up, or an order has been canceled. From there, with stellar Google Calendar integrations, you can get customers on meetings or calls effortlessly to solve problems or upsell.

Agile CRM has a cart abandonment tool, too. It enables you to reach out right away to a customer who has abandoned a cart. You may remind them about their incomplete transaction, or you can send them offers and discounts. That way, they’re encouraged to complete the purchase.

Agile’s pricing? Agile CRM has a free package, and in case you want more features, you may opt to get the paid ones that range from $9 to $48 per month.

In Summary: Our Takeaway On The 6 Great Shopify CRM apps

Regarding building a business, you should carefully analyze all factors and choose the Shopify CRM app that fits your business well. It will assist you in identifying opportunities concerning your customers or leads, and then guide you on how to communicate well with them to complete sales. Now, keep in mind, that a great CRM tool can ultimately help you grow your business and sell more, so choose wisely.

Ricky Hayes

Ricky Hayes

Ricky Hayes is the CEO at Debutify. He is a passionate entrepreneur running multiple businesses, marketing agencies, and mentoring programs.

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