Best CRM for Shopify

Running a successful online store often goes beyond simply uploading products and hoping for the best. When you manage a Shopify store, you need to keep track of your customers, potential leads, and the marketing strategies that bring people to your site.

This is where a Customer Relationship Management (CRM) system becomes really important.

A CRM designed for Shopify keeps all your customer data centralized, so you can tackle daily tasks efficiently. It also helps you monitor your store’s progress without juggling too many apps.

In the following sections, we will explain what CRM for Shopify means, why it is important for your store, and the core features you should consider.

Then, we present a list of 10 top CRM solutions that integrate well with Shopify. Each offers unique benefits, so you can choose the one that fits your needs.

What Is a CRM for Shopify?

A CRM, or Customer Relationship Management system, is software designed to help businesses handle their interactions with customers and prospects.

This integration makes everything simpler because it pulls in customer information, order history, and various metrics directly from your Shopify store into one dashboard.

That way, you can manage sales funnels, follow up with leads, and identify your most loyal customers from a single place.

Without a specialized CRM, you might have to switch between spreadsheets, emails, and Shopify’s native customer insights to piece together information. This can be time-consuming and prone to errors if details are missed.

With a CRM that connects with Shopify, you eliminate manual data entry and get more accurate, consistent insights about your store and its customers.

That extra visibility helps you develop strategies to boost repeat sales, improve customer satisfaction, and streamline your marketing and sales processes.

Below are some of the ways a CRM dedicated to Shopify can support you:

• Sync real-time customer data between Shopify and the CRM
• Keep track of purchase history, average cart value, and browsing behavior
• Automate email marketing campaigns based on cross-sell or upsell opportunities
• Segment customers by location, loyalty, or spending habits
• Share data across sales and support teams for consistent communication

Key Aspects to Consider

When reviewing CRM options for your Shopify store, it is important to look at a few key points. These factors can greatly influence how quickly you reach your goals.

Full Integration

First, check that the CRM connects smoothly with Shopify. Direct integration means less time spent on manual data imports or wrestling with complicated plugin settings. You want a system that automatically updates your data every time an action is taken on the store so you always have current information.

Marketing Automation

Many CRMs also handle marketing tasks, such as sending automated email campaigns based on customer behavior. If your business relies heavily on email marketing or re-engagement campaigns, look for a CRM that provides advanced workflows, segmentation, and analytics.

Ease of Use

It is beneficial to choose a CRM that you and your team find comfortable to use. An interface that is too complex can increase the learning curve and take time away from tasks like customer service or product sourcing. Look for intuitive dashboards and tools that do not require extensive training.

Scalability

The best tools are capable of growing with your store. Although you might be just starting out, your sales may increase significantly with time. Choose a CRM that can handle spikes in customer data and transactions without crashing or forcing you to upgrade unexpectedly.

Pricing

CRMs come with a range of price tags. Some might offer a free tier with limited features, while others can be quite expensive. Review the pricing structures carefully so you do not end up with monthly fees that strain your budget.

The 10 Best CRMs for Shopify

1) ActiveCampaign [Best for email marketing enthusiasts]

ActiveCampaign is well known for its robust email marketing tools. Once connected to Shopify, it lets you automatically segment customers based on purchase patterns. You can set up automated email campaigns triggered by customer behavior, such as cart abandonment or inactivity.

Price: Plans start at around $29 per month for basic features and scale up depending on the number of contacts and advanced tools needed.

PROS

• Strong automation workflows
• Easy integration with Shopify
• Detailed contact segmentation
• Reliable email deliverability rates

CONS

• The number of features can be overwhelming for newcomers
• Costs rise with more contacts and advanced features

Best for: Shopify sellers who rely on email marketing triggers and campaign automation to drive revenue.

2) Freshsales [Best for straightforward lead management]

Freshsales, sometimes known as Freshworks CRM, combines contact management with automation in a user-friendly interface. It connects directly with Shopify to track orders and manage customer profiles in real time. You can also set up workflows to send timely messages, such as follow-ups, without manual input.

Price: Paid plans begin around $15 per user per month, and there is typically a free trial available.

PROS

• Clean and intuitive user interface
• Built-in phone features for customer support or sales calls
• Automatic lead scoring to identify high-value opportunities
• Suitable for growing stores

CONS

• Some advanced reporting features require a higher-tier plan
• Certain marketing automation tools might need extra add-ons

Best for: Growing Shopify stores looking for a simple tool to manage leads and current customers without complex settings.

3) Monday Sales CRM [Best for flexible workflows]

Monday Sales CRM is an extension of Monday.com’s project management platform. It turns the popular task board approach into a CRM structure. With its Shopify integration, you pull in customer data and order details, then set up custom workflows to keep your pipeline organized. It is a good option if you also want to manage internal tasks related to your store in one place.

Price: Basic plans start at around $10 per user per month, though you may need an upgrade for advanced features.

PROS

• Visually appealing and simple to set up
• Highly customizable boards that adapt to various workflows
• Combines team tasks and CRM tasks in one tool
• Collaborative features for team environments

CONS

• It may take some time to customize properly
• Some essential CRM features might only be available in higher plans

Best for: Teams that want a flexible, board-style CRM to track activities from marketing campaigns to customer relationships in one view.

4) Drip [Best for personalized ecommerce campaigns]

Drip is an ecommerce-focused CRM that centers on customer experience with highly personalized marketing. Its integration with Shopify allows you to see each customer’s history, from items they have browsed to how often they open emails. You can then build workflows to send targeted messages at the right moment.

Price: Plans start at $39 per month, with pricing based on the number of contacts.

PROS

• Tailored for ecommerce, so the features meet Shopify needs
• Offers strong tagging and lead-scoring tools
• Advanced automation for precise segmentation
• User-friendly dashboards

CONS

• May be expensive for smaller stores with limited budgets
• Some users might find the workflow builder challenging at first

Best for: Shopify stores aiming to deliver personalized coupons, product recommendations, and reactivation emails without manual oversight.

5) Zoho CRM [Best for multi-channel integration]

Zoho CRM is a long-established platform designed to handle leads, customer data, and marketing tools in one place. When connected with Shopify, Zoho CRM can sync order information, track the lifetime value of each customer, and automate routine tasks like sending thank-you messages or scheduling follow-ups. If you already use Zoho apps, it fits nicely with the rest of the suite.

Price: Paid plans begin around $14 per user per month, with higher tiers adding extra features.

PROS

• Highly flexible, with many customization options
• Integrates well with other Zoho apps (Books, Desk, Campaigns, etc.)
• Strong reporting and analytics
• Supports a variety of industries beyond ecommerce

CONS

• The interface can feel busy until preferences are set
• There is a learning curve for advanced functionalities

Best for: Sellers seeking a CRM that connects multiple channels, such as customer service, marketing automation, and accounting, in one platform.

6) HubSpot CRM [Best for inbound marketing strategies]

HubSpot CRM offers a free plan that many Shopify store owners enjoy testing. Its major attraction is how it integrates inbound marketing techniques like content marketing and lead nurturing directly into the CRM experience. You can track when leads visit your site, open emails, or click on links, which helps refine your overall sales effort.

Price: The core CRM is free, with paid plans starting around $45 per month for additional features.

PROS

• The free tier provides basic CRM features that may suffice for smaller stores
• Solid marketing automation workflows in paid plans
• A wide range of educational resources for new users
• Centralizes lead management, sales, and marketing in one system

CONS

• Paid plans can get expensive if you want advanced marketing and sales automation
• Some advanced functionalities, like custom reporting, may be limited for budget users

Best for: Shopify merchants who rely on inbound marketing, including blog posts, social media, and email campaigns, to attract and nurture new audiences.

7) Salesforce [Best for enterprise-level customization]

Salesforce is one of the most recognized names in CRM, known for its highly customizable platform and wide range of add-ons. For Shopify integration, an external connector or third-party app is required to sync data. While it might be more advanced than what smaller businesses need, larger merchants appreciate the customization options available.

Price: Packages start around $25 per user per month for basic functionality, but costs rise depending on additional modules.

PROS

• Extremely scalable for large operations
• Renowned for strong analytics and reporting
• Large marketplace of integrations and add-ons
• Highly adaptable to specific industry needs

CONS

• May be too advanced for smaller or medium-sized Shopify stores
• Onboarding can be time-intensive and expensive

Best for: Larger enterprises using Shopify who require advanced customization for specific ecommerce workflows.

8) Nimble [Best for building personal relationships]

Nimble sets itself apart by putting social media interactions first. It gathers data from social channels, emails, and other sources to give you a rounded view of each customer. When connected with Shopify, Nimble can track how customers interact with your brand across different platforms, allowing you to respond promptly to inquiries.

Price: Plans start around $25 per user per month, with extra features available in higher tiers.

PROS

• Combines social media insights with standard CRM contact management
• Straightforward and clean interface
• Suitable for small to medium online stores with active social presence
• Includes browser widgets to track interactions from anywhere

CONS

• Lacks some of the more advanced marketing automation features
• Offers fewer Shopify-specific automation workflows than some competitors

Best for: Shopify businesses that engage heavily on social media and need a system to capture those interactions along with order and email data.

9) Pipedrive [Best for visual sales pipelines]

Pipedrive stands out with its clear visual sales pipeline. With a quick look, you can see where each deal or customer stands in your sales process. When connected to Shopify, Pipedrive automatically creates deals based on events, such as new orders. It is a straightforward tool focused on sales, not a full marketing suite.

Price: Paid plans start at about $14.90 per user per month, with feature add-ons available as your business expands.

PROS

• Clear, easy-to-read pipeline for sales teams
• Can create and sync data from Shopify without complicated scripts
• Offers various integrations beyond Shopify
• Lightweight yet effective for basic CRM tasks

CONS

• Has fewer built-in marketing automation tools
• May require extras for email campaign functionality

Best for: Shopify sellers who prefer a visual system for managing leads and deals to ensure every customer is tracked.

10) Keap [Best for automating routine tasks]

Keap, formerly known as Infusionsoft, focuses on automating day-to-day tasks. By linking it with Shopify, you can automate a series of responses or marketing actions when a customer performs a specific activity like signing up for a mailing list or making their first order. Its drag-and-drop automation builder lets you set up each step with ease.

Price: Keap’s pricing typically starts at $129 per month for small teams, with costs varying based on the number of contacts.

PROS

• Strong automation builder that simplifies repetitive tasks
• Includes email marketing tools
• Tracks customer interactions across multiple touchpoints
• Saves time on follow-ups, cart recoveries, and similar tasks

CONS

• May be expensive for startups with limited budgets
• Onboarding takes time due to the many features offered

Best for: Shopify store owners in need of a capable solution for automating everyday processes like follow-up emails and repeat promotions.

Shopify CRM Comparison Table

This table highlights the best CRM solutions for Shopify, along with their key strengths and primary features.

These CRMs offer varied functionality, allowing Shopify store owners to choose the best one based on their business needs.

Frequently Asked Questions

Here are the answers to common questions about using CRM solutions with Shopify.

Why do I need a CRM for Shopify?

A CRM helps you manage customer relationships, track sales trends, and automate marketing efforts. By integrating with Shopify, it ensures that all customer data is in one place for efficient decision-making.

Can I use Shopify without a CRM?

Yes, Shopify has built-in customer management features, but they are limited. A dedicated CRM provides deeper insights, better automation, and advanced segmentation for targeted marketing.

What CRM is best for a small Shopify store?

For small stores, HubSpot CRM’s free plan or Freshsales’ affordable pricing make them solid choices. These options keep things simple while offering useful automation.

Do all CRMs integrate directly with Shopify?

Not all CRMs have native Shopify integrations. Some require third-party connectors, like Zapier, to sync customer and order data. Always check compatibility before choosing.

What’s the most affordable Shopify CRM?

HubSpot CRM has a free version with essential tools, while Freshsales and Pipedrive offer cost-effective paid plans starting at around $14 per month.

How does a CRM help with email marketing?

CRMs like ActiveCampaign and Drip automate email campaigns based on customer behavior. They can trigger emails for cart abandonment, post-purchase follow-ups, and personalized recommendations.

Can a CRM improve customer retention?

Yes, by tracking purchase history and engagement, CRMs help you personalize interactions and target repeat buyers with special offers, boosting retention rates.

Which CRM is best for large Shopify businesses?

Salesforce offers unparalleled scalability and customization, making it ideal for large enterprises. Keap and Zoho CRM also provide automation tools that work well for growing businesses.

Are there CRMs that focus on social media interactions?

Yes, Nimble specializes in pulling customer data from social media, helping businesses monitor and engage with customers across different platforms.

What should I consider before choosing a CRM for Shopify?

Consider integration ease, automation features, scalability, user-friendliness, and pricing. The right CRM aligns with your business goals and budget while simplifying customer management.