Shopify CRM: Best CRM Apps To Integrate With Store 2023

Team Richpanel
Published on  
June 8, 2022

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Table of Content
  1. What does great Customer Service look Like?
  • What does great Customer Service look Like?
  • What does great Customer Service look Like?
  1. What does great Customer Service look Like?
  2. What does great Customer Service look Like?
  3. What does great Customer Service look Like?
  4. What does great Customer Service look Like?
  5. What does great Customer Service look Like?

Shopify is well known for being easy to use with extreme flexibility and scalability. But did you know that integrating Shopify with a CRM can make it even more powerful? CRMs are powerful tools for eCommerce businesses. A Shopify CRM provides sales, marketing, and customer service capabilities on one platform. While each function is essential, they all have different primary purposes.

  • The sales function is focused on generating revenue by converting leads into customers.
  • Marketing focuses on creating awareness and interest in the business and its products.
  • Customer service is focused on providing support to existing customers.

By understanding the primary purpose of each function, Shopify sellers can better utilize Shopify CRM to grow their business. This blog post will look at the best Shopify CRM apps and how they can help your business grow.

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Shopify vs. Shopify CRM - What Are the Differences?

It's no secret that eCommerce businesses are booming, and Shopify is one of the most popular eCommerce platforms. But what exactly is Shopify? And how does it differ from CRM for Shopify? Let's take a closer look.

Shopify is an eCommerce platform that enables businesses to create online stores. It offers users a customizable platform, an easy-to-use checkout process, and many features. CRM, on the other hand, is a customer relationship management system. It helps businesses manage customer relationships, track sales and leads, and automate marketing tasks.

But what's the difference between a CMS and CRM?

CMS CRM
A content management system (CMS) is a software application or set of related programs used to create and manage digital content.  A customer relationship management (CRM) system is a software application that helps businesses manage their customer relationships, track sales and leads, and automate marketing tasks.
CMSs are typically used to create and manage websites. CRMs are typically used to manage customer relationships, sales, and marketing tasks.
CMSs can create a wide range of content, including blog posts, product descriptions, and landing pages.  CRMs can track customer data, sales data, and lead data.
CMSs often have a drag-and-drop interface that makes it easy to create and update content. CRMs often have a range of features that make it easy to manage customer relationships, including contact management, task management, and opportunity management.
Marketing teams and website administrators typically use CMSs. Sales teams and customer service teams typically use CRMs. They can be used by marketing teams too.

In short, Shopify is an eCommerce platform, and a Shopify CRM is a customer relationship management system. A Shopify CRM for the customer service team helps you better organize the operational structure and respond to queries more efficiently. 

While they both have distinct features and benefits, they work together to help businesses manage their online stores more effectively. But why do you need a CRM for your Shopify stores? Let's look at why you might want to consider using one.

Why Do You Need CRM for Shopify Stores?

A customer relationship management (CRM) system can be valuable for Shopify sellers, including Shopify businesses. CRMs can help companies manage customer relationships, track sales, and leads, and automate marketing tasks. 

So why exactly do you need a CRM for Shopify stores? Let's take a few reasons why you might want to consider using one. 

  • Keep track of your customers: A CRM system will help you keep track of your customers' contact information, order history, and preferences. This will help you provide better customer service and sell more effectively.
  • Stay organized: A CRM system will help you keep track of your sales pipeline and follow up with leads quickly.
  • Grow your business: A CRM system can help you automate your marketing and sales processes to focus on growing your business.
  • Provide better customer service: A CRM system will help you keep track of your customers' issues and requests so that you can resolve them quickly.
Related Read: Guide for Shopify Customer Accounts

Best Shopify CRM Software To Integrate With Store

As a business owner, you always want ways to improve customer service and support. One of the best ways to do this is to integrate a Shopify CRM into your store. Let us see some of the best Shopify CRMs out there:

  1. Richpanel - Best Shopify Customer Support CRM
  2. Hubspot - Improve Sales and Marketing
  3. Agile CRM - Best CRM for Shopify Businesses Supports Sales & Marketing
  4. Zendesk - Personalized Communication and Improved Customer Experience
  5. Sendinblue - Focus On Automating Campaigns
  6. Freshworks - AI-Powered Ecommerce CRM Software
  7. Drip - powerful CRM for Shopify that will help you collect, organize, and analyze customer data

1. Richpanel - Best Shopify Customer Support CRM

Richpanel is one of the best tools for customer service and support in CRM. It has a powerful Shopify CRM integration that helps you leverage data from your Shopify store directly within your CRM platform. It is an omnichannel customer management platform that offers live chat, email, WhatsApp, Facebook & Instagram support.

Shopify CRM - Richpanel

Richpanel also has a streamlined ticketing system and knowledge base features. With Richpanel, you can centralize your customer communication channels and provide excellent customer support. You can also download it easily from the Shopify app store, making it one of the most accessible CRM Shopify integrations.

Pros:

  • It offers excellent customer support through live chat, email, WhatsApp, Facebook, and Instagram.
  • It has a powerful ticketing system.
  • You can centralize your customer communication channels.
  • The knowledge base features are beneficial.
  • The interface is user-friendly and easy to navigate.

Cons:

  • The paid plan is not suitable for businesses with low ticket volume, as it's meant to scale a business
  • Does not provide native phone support but can be easily integrated with Aircall

Pricing: Richpanel is one of the top Shopify CRM for Customer Service. It offers a free plan for small businesses that includes live chat, email, WhatsApp, Facebook, and Instagram support. For larger firms, Richpanel has  paid plans:

  • Tier 1 - Free, 100 Conversations Incl.
  • Tier 2 - $300 per month / unlimited agents / 1000 conversation Incl.
  • Tier 3 - $600 per month / unlimited agents / 2000 conversation Incl.
  • Tier 4 - $900 per month / unlimited agents / Upto 5000 conversation Incl.
  • Tier 5 - Custom plan created on request

Verdict: Richpanel is one of the best Shopify CRMs that offers omnichannel support and powerful features to improve customer service. If you are looking for a Shopify CRM to take your business to the next level, Richpanel is the right choice. Try Richpanel today!

Review: 5.0 ⭐ (97 Reviews on Shopify Store)

2. Hubspot - Improve Sales and Marketing Procedures for Shopify Store Owner

Hubspot is a CRM software that can help Shopify store owners improve their sales and marketing procedures. It offers a Shopify integration to enable contact management, sales automation, and email marketing right within the Hubspot interface. Hubspot can also track customer behavior, identify potential leads, and nurture relationships.

Pros:

  • The ability to have all sales and marketing procedures in one software.
  • The many features offered can be beneficial for Shopify store owners.
  • Can track customer behavior and identify potential leads.
  • Nurture relationships with customers.
  • Make sales and marketing more efficient overall.

Cons:

  • The monthly price can be expensive for some store owners.
  • The learning curve can be steep.

Pricing: Hubspot offers a free CRM tool with limited features. For more advanced features, the pricing starts at $45/month and can go up based on the number of users.

Verdict: Overall, Hubspot can help you streamline your sales and marketing processes, save time, and increase your revenues. If you're looking for the best Shopify CRM to help you run your Shopify store, Hubspot is worth considering. 

3. Agile CRM - Best CRM for Shopify Businesses Supports Sales & Marketing

Agile CRM enables businesses to manage better and understand their customers. It offers many features, including contact management, sales automation, marketing automation, reporting, and data synchronization.

Pros:

  • The software is designed to help businesses manage their customers and sales effectively.
  • The platform offers many features, including contact management, sales automation, marketing automation, reporting, and data synchronization.
  • Agile CRM is very user-friendly and offers an excellent customer support team.
  • The software is very affordable, especially compared to other Shopify CRM integration platforms.
  • The software is constantly updated and improved, so businesses can always expect the latest and greatest features from Agile CRM.

Cons:

  • The software is not as well-known as some of the other CRM platforms.
  • The customer support team is not available 24/7, which could be an issue for some businesses.

Pricing: Agile CRM starts free for up to 10 users. From there, it offers three paid plans: Starter ($29/month), Regular ($47/month), and Enterprise ($79/month).

Verdict: If you are looking for the best Shopify CRM that offers powerful features and is easy to use, then Agile CRM is the right choice.

4. Zendesk - Personalized Communication and Improved Customer Experience

Zendesk is a cloud-based customer relationship management (CRM) platform that enables businesses to manage customer interactions. With a powerful Shopify integration, Zendesk is one of the most streamlined, personalized customer communication platforms.

The platform offers a suite of tools for managing customer support, sales, and engagement across multiple channels, including phone, chat, email, social media, and the web. It is one of the best Shopify CRM tools if you're looking for personalized communication. Learn More on Zendesk Features

Pros:

  • Zendesk consolidates all customer interactions in one place.
  • The platform offers powerful tools for managing customer support, sales, and engagement.
  • Zendesk is highly customizable and even offers a Shopify integration to access customer data.
  • The platform is easy to use and features an intuitive interface.
  • Zendesk offers excellent customer support and is always updating and improving its features.

Cons:

  • Zendesk can be expensive for businesses with many agents or users.
  • Some features, such as the knowledge base, can be challenging to set up and manage.

Pricing: Zendesk offers a free startup plan that includes all the essential features for managing customer support. The paid plans start at $49 per agent/month and increase in price based on the features and number of agents.

Verdict: Zendesk is the perfect platform for businesses of all sizes looking for a comprehensive solution to manage their customer relationships.

Related Read: Zendesk Alternatives and Competitors in 2023

5. Sendinblue - Focus On Automating Campaigns and Tracking Conversions in Real-time

Sendinblue is a powerful Shopify CRM that helps you automatically send campaigns and track conversions in real-time. With Sendinblue, you can easily create beautiful emails, landing pages, and pop-ups optimized for conversion. Its drag-and-drop editor makes it easy to personalize your emails for each customer.

Pros:

  • Sendinblue helps you automatically send campaigns and track conversions in real-time.
  • With Sendinblue, you can easily create beautiful emails, landing pages, and pop-ups optimized for conversion.
  • Its drag-and-drop editor makes it easy to personalize your emails for each customer.
  • You can segment your contacts into different lists to target them with specific campaigns.
  • Sendinblue's reporting and eCommerce analytics tools give you insights into your campaign performance.
  • It offers a great Shopify integration to help you access customer data right within Sendinblue.

Cons:

  • The free plan only allows you to send 300 emails per day.
  • Some users have reported experiencing deliverability issues with Sendinblue.

Pricing: Sendinblue has a free plan where you can send 300 emails per day and paid plans starting at $25/month for 20,000 emails per month with no daily sending limits. You can choose higher plans as your email sending needs increase.

Verdict: Sendinblue is an excellent Shopify CRM that helps you automate your campaigns and track conversions in real-time. It is easy to use, and its features are optimized for conversion. If you are looking for a powerful Shopify CRM, Sendinblue is a perfect choice.

6. Freshworks - AI-Powered Ecommerce CRM Software for Small and Medium Businesses to Generate More Leads, Boost Customer Engagement

Freshworks is a powerful eCommerce CRM software that uses AI to help small and medium businesses generate more leads, boost customer engagement, and increase sales.

With Freshworks, you can easily manage your customers, orders, inventory, and marketing campaigns from one central location due to its powerful Shopify integration. Plus, Freshworks integrates with Shopify, so you can automatically sync your data and keep your business running smoothly.

Pros:

  • Uses AI to help small and medium businesses generate more leads, boost customer engagement, and increase sales.
  • You can easily manage your customers, orders, inventory, and marketing campaigns from one central location.
  • Offers Shopify integration, so you can automatically sync your data and keep your business running smoothly.
  • Offers a free 14-day trial, so you can try it out before committing to a paid plan.
  • Has a wide range of features that can be customized to fit your specific business needs.

Cons:

  • Freshworks can become expensive as you grow your team.
  • The automation bot (Freddy) has a limited number of runs per month.

Pricing: Freshworks offers a free plan with basic features. The paid plans start at $15/user/month (billed annually) for the Growth plan, including contact and account management, built-in chat, email, AI predictive scoring, and an automation bot.

Verdict: If you are looking for powerful eCommerce CRM software to help your business grow, Freshworks is a great option.

7. Drip - Collect, Organize, and Use Every Part of Customer Data Across Your Marketing Channels.

Drip is a powerful CRM for Shopify with which you can easily segment customers based on their behavior and preferences, so you can create targeted marketing campaigns that deliver results. Drip apart from other CRMs is its ability to track customer engagement across all channels to see which marketing efforts are driving the most sales. 

Pros:

  • Easy to segment customers and create targeted marketing campaigns.
  • Track customer engagement across all channels.
  • Easy to use and has a 14-day free trial.
  • Unlimited email sends. You're only priced based on how many contacts you have.
  • Integrates with Shopify to collect, organize, and use customer data.

Cons:

  • It can quickly become expensive if you're focused on growing your email lists.
  • It doesn't have a forever-free plan like some other CRMs that you can use.

Pricing: Drip offers a 14-day free trial. The plans start at $39 for up to 2,500 contacts and unlimited email sends. You can also go for the Email + SMS plans if needed.

Drip is the perfect solution if you're looking for a powerful CRM for Shopify that will help you collect, organize, and analyze customer data across all channels.

Read More: Best Shopify Apps to Integrate with Ecommerce

Benefits of Integrating CRM System for Shopify Stores

Some of the top Shopify CRM integrations are with a CRM system. A CRM system can help you manage your customer data, automate tasks such as marketing and sales follow-ups, and provide better customer service. Here are some of the many benefits of integrating with a Shopify CRM:

1. Improved Customer Data Management

A CRM system can help you manage your customer data more effectively. You can use it to track customer interactions, sales history, and contact information. This data can be used to improve your marketing and sales strategies.

2. Automated Marketing and Sales Follow-ups

With a CRM system, you can automate marketing and sales follow-ups. This can save you a lot of time, as you will not have to contact each customer manually. The system can also send automated emails to customers who have not purchased in a while.

3. Better Customer Service

A CRM Shopify integration can help you provide better customer service. You can use it to track customer queries and complaints. This data can be used to improve your product or service. Additionally, the system can help you resolve customer issues more efficiently.

4. Increased Sales

Integrating a CRM system with your Shopify store can help you increase sales. The system can automate marketing and sales tasks, leading to more customers making purchases. Additionally, the collected data can improve your product or service offering.

5. Improved Customer Retention

A CRM system can help you retain more customers. The system can help you track customer interactions and identify at-risk customers. This data can be used to improve your customer service and retention strategies.

6. Greater Efficiency

A CRM system can help you run your business more efficiently. The system can automate marketing and sales follow-ups, saving you time. Additionally, the collected data can be used to improve your business processes.

7. Competitive Advantage

Integrating a CRM system with your Shopify store can give you a competitive advantage. The system can help you collect data about your customers and competitors. This data can be used to improve your marketing and sales strategies. Additionally, the system can help you provide better customer service.

Recommended Read: Best Shopify Helpdesk Apps to Integrate

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Best Practices: Aligning CRM and Customer Support on Shopify Store.

The goal of CRM is to create long-term relationships with customers by providing them with the best possible experience. It is essential to align your CRM strategy with your customer support strategy.

Here are some starter tips:

  • Use the same platform: You can ensure that all customer data is stored in one central location using the same platform for CRM and customer support. This makes it easy to access and use when needed.
  • Set up automation: Automation can help to streamline both CRM and customer support tasks so that your team can better focus on providing the best possible experience to customers.
  • Monitor performance: By monitoring the performance of both CRM and customer support, you can identify areas where improvements can be made. This will help to ensure that your customers always have the best possible experience.

If you want to ensure that your CRM strategy is aligned with your customer support strategy, then following these best practices will help you achieve this. 

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