Customer satisfaction is a crucial factor in the success of online sales. Hence, mastering customer relationship management (CRM) is essential for online sellers and Shopify merchants to enhance both customer satisfaction and sales. Nevertheless, not all online sellers comprehend the definition and utilization of CRM integration with Shopify.

To ensure better organization and access to valuable customer data, online sellers should consider incorporating a Shopify CRM system into their daily routine. However, only a few online sellers possess a comprehensive understanding of Shopify CRM.

As a result, in this blog, BSS Commerce Shopify will discuss the best Shopify CRM system to integrate for eCommerce and the best strategies to boost sales with Shopify CRM that you shouldn’t miss. Don’t wait any longer; let’s scroll down to learn more!

Introduction to Shopify CRM

In order to achieve success in online selling, it is crucial for sellers to prioritize customer satisfaction. One of the most effective ways to achieve this is through Customer Relationship Management (CRM).

CRM, short for Customer Relationship Management, is a powerful software tool designed to enhance the company’s interactions and communications with customers. Its primary objective is to streamline and simplify this process, making it more efficient and effective.

Shopify CRM

Through automating various tasks, CRM saves time and resources that would otherwise be spent on manual processes. With CRM, you gain a deeper understanding of your customers, allowing you to anticipate their needs and expectations. This valuable insight enables to develop a targeted marketing strategy that not only retains existing customers but also attracts new ones.

In general, creating comprehensive customer profiles and running personalized marketing campaigns based on their past purchasing trends, CRM helps you optimize the marketing campaign and drive business growth.

So, what is Shopify CRM?

Shopify CRM system is a specialized software or tool that assists eCommerce businesses in managing and cultivating their customer relationships. When integrating with a Shopify store, it offers a unified platform for gathering, arranging, and evaluating customer data.

To know more about Shopify CRM, let’s scroll down to discover the features as well as the best Shopify CRM integrations.

Top Features of Shopify CRM

Top features of Shopify CRM may help you automate the sales process, monitor sales performance, and handle prospects and customers more efficiently. Typical features of Shopify CRM include:

Lead management. Shopify CRM plays a crucial role in lead management, enabling you to seamlessly track the entire journey of your leads, from their first interaction on your website to their conversion into paying customers. This empowers you to enhance lead nurturing strategies and increase conversion rates more effectively.

Sales automation. Shopify CRM enables sales automation, simplifying various tasks in the sales process like sending follow-up emails and generating quotes. Thanks to automating these tasks, it allows you to allocate time more efficiently, enabling you to concentrate on crucial activities such as nurturing customer relationships and finalizing deals.

Customer service. Shopify CRM is a helpful tool for enhancing customer service. You can effectively monitor customer interactions and promptly address any issues they may have. This streamlined approach not only improves customer satisfaction but also fosters loyalty, thereby increasing sales and conversion rates.

Customized marketing: Shopify CRM can assist you in sending targeted email marketing to specific client segments. This element allows you to reach customers with the right message at the right time, which can lead to increased sales.

Improved sales performance. Thanks to Shopify CRM, you can easily monitor sales performance and pinpoint any weak spots that require attention. Therefore, make the necessary modifications to the sales strategies and enhance the overall sales figures.

The List of the 7 Best CRM for Shopify

The collection of the top 7 Shopify CRM software to integrate for eCommerce will be shown below:

HubSpot CRM

When using HubSpot CRM, you will receive:

  • Observe and evaluate sales activity in real-time. Gain a comprehensive view of your complete sales pipeline through a visual dashboard.
  • Retrieve comprehensive reports on sales activity, productivity, and individual performance. Utilize these insights to monitor team performance and identify opportunities for expansion.
  • Benefit from unlimited data and access to up to 1,000,000 contacts with no time constraints or expiration dates, regardless of whether you are a team of one or one thousand.
  • Equip your sales force with useful, time-saving resources. With solutions designed to reduce obstacles in the sales process, Hubspot CRM will help to close more deals in less time.
  • Thanks to the free Hubspot CRM tools, the sales staff can be informed whenever a potential customer opens an email or visits the website. They can then utilize that data to follow up by phone, email, or live chat at the appropriate moment.

Hubspot Shopify CRM

In addition, the top features that you can receive from Hubspot CRM include:

  • AI Email Writer. Boost productivity with HubSpot’s AI email writing software, which can help you write emails faster and more efficiently.
  • Free Pipeline Management. Simplify the sales process with free pipeline management software that lets you visualize your entire sales cycle and prioritize leads.
  • Free Live Chat Software. Connect with website visitors in real-time using free live chat software, which can help you convert new leads and provide better customer support.
  • Free Email Template Builder. Create customized email templates with a free email template builder, which can help you close more deals and collaborate with your team.
  • Deal Pipeline. Keep the deal pipeline flowing with a deal pipeline tool that lets you easily add deals, assign tasks, and track your most lucrative prospects.
  • Business Insights. Get powerful business insights with a tool that automatically populates your contact records with company details from a database of over 20 million businesses.
  • Free Meeting Scheduler. Schedule meetings faster and more efficiently with a free meeting scheduler that eliminates the need for back-and-forth emails.
  • Dashboard and Reporting Software. Allow the team to use analytics that are powerful enough for an analyst but accessible enough for everyone, using dashboards and reporting software.

Discover more: HubSpot Shopify Integration: Full Guide & Best Practices

Salesforce CRM

Gone are the days when CRM merely served as a basic database for customer data. Today, it has evolved into an advanced, proactive, AI-driven platform that equips employees with the necessary information to make optimal decisions for each customer.

Salesforce Shopify CRM

Salesforce CRM serves as the foundation for customer-centric organizations worldwide. At once, it enables businesses to establish and nurture customer relationships across all areas of their operations. There, Salesforce Customer 360 encompasses a comprehensive range of top-performing applications within the Salesforce CRM product suite, designed to establish and maintain customer connections across all business sectors.

Here are some reasons why you should choose Salesforce CRM:

It’s complete. Customer 360 offers a comprehensive solution that extends beyond CRM by providing top-notch applications for marketing, sales, commerce, and service, all of which are developed on a reliable platform to cater to every customer interaction.

Adaptive and flexible. Customer 360 is designed to adapt to the evolving requirements of companies, regardless of their size or industry. With an ecosystem of over 8,700 mission-critical partner apps and services, Salesforce and Slack empower you to fully utilize the technology and effectively address business needs.

Scalable and secure. Customer 360 is constructed and hosted on the Salesforce Platform, a fully cloud-based solution that has gained the trust of more than 150,000 companies for the delivery of their most essential business applications.

Moreover, Hyperforce ensures the secure and dependable distribution of Salesforce apps across all prominent public clouds. This advanced technology enables enhanced scalability and innovation while ensuring compliance with customer requirements for data residency.

Collaborative. Manage the daily Salesforce tasks with ease and increase productivity, adoption, and value thanks to Slack.


BIK is a specialized multichannel CRM solution for Shopify stores, powered by AI technology. With BIK Multichannel CRM, you can easily manage chats thanks to assigning, re-assigning, and pinning them. Not only that, you can use advanced features as follows:

Enhance Customer Experience with the Agent Management System: Deliver a seamless and personalized experience to your customers while empowering multiple agents to efficiently handle the company’s rapidly expanding user base.

Intelligent and User-friendly Chat Interface: Equip the agents with powerful tools that facilitate faster conversions and streamline operations, ultimately leading to a significant increase in ROI.

Bik Shopify CRM

Customer Data Enrichment: To enhance the effectiveness and efficiency of the agents, it is crucial to have comprehensive customer information during interactions.

Streamline Product Showcasing: Enable agents to access the company’s store effortlessly, allowing them to showcase products and convert potential customers seamlessly during conversations.

Efficient Tagging System: Assign multiple tags to customer conversations for improved buyer identification and better organization.

Boost Sales Conversions: Allow the agents to create orders and drive sales conversions directly within the chat interface, maximizing efficiency and customer satisfaction.

Agile CRM

Agile CRM may not be as well-known as some of its competitors, but it has established itself as a reliable and feature-rich option that can compete with even the most expensive CRMs like Salesforce. With its affordable pricing and powerful tools, Agile CRM is a popular choice for small and medium-sized businesses looking for a cost effective solution.

Agile Shopify CRM

In addition, Agile CRM offers features that automate all your sales, marketing, and service operations in one platform.

With an email marketing strategy, Agile CRM simplifies the process of customizing your emails through incorporating contact attributes into your messages. With ease, you can automatically include the recipient’s name, location, industry, and other relevant details in your emails, creating a personalized touch that effectively engages both contacts and prospects.

With a sales strategy, Agile CRM helps you keep a close eye on prospects’ and customers’ interests, actions, interactions with the brand, and other details. The team will have access to comprehensive contact profiles with Agile CRM’s highly personalized contact management software, which will enable you to communicate with the contacts more effectively and sustain their long-term interest in the business.

About service, Agile CRM offers a comprehensive range of help desk software solutions that are designed to enhance customer satisfaction and facilitate business growth. This versatile solution is particularly well-suited for small businesses, yet it is also highly scalable to meet the needs of large enterprises. In addition to its primary function as a help desk software, Agile CRM can also be effectively utilized for IT support, facility management, and even educational purposes.


Freshmarketer for Shopify is a specialized marketing solution created specifically for small and medium-sized businesses operating online storefronts. It is designed to seamlessly integrate with Shopify, the leading eCommerce platform.

freshmarketer Shopify CRM

This comprehensive solution offers a range of features that facilitate conversational marketing. Specifically, when using Freshmarketer for Shopify, you will receive:

Acquire a larger customer base

  • Capture the attention of potential customers through targeted multichannel campaigns.
    Save time by creating visually appealing email campaigns in a matter of minutes, thanks to the extensive collection of 100+ templates.
  • It is easy to customize them effortlessly using the user-friendly drag-and-drop editor and increase conversion rates by engaging with visitors in real time using live chat and chatbots.

Engage in dialogue to boost engagement

  • Categorize customers based on specific Shopify events such as abandoned carts, first-time visitors, and more.
  • Engage in dialogues with customers through various communication platforms such as WhatsApp, SMS, email, and chat.
  • Gain comprehensive insights into customers by utilizing a unified CRM that integrates marketing and support touchpoints.

Boost income continuously with powerful automation

  • Boost sales and increase customer engagement with the extensive collection of 20+ pre-built Shopify Playbooks. These playbooks are designed to help you upsell and cross-sell effectively.
  • The chatbot feature allows you to stay connected with customers even when you’re not available, ensuring seamless communication and support.
  • Take advantage of the customized automated messaging system to send targeted promotions based on customer behavior, enhancing their shopping experience and driving conversions.

Delight clients with multichannel, contextual support

  • Provide real time assistance to customers via live chat or chatbots available 24/7.
  • Consolidate customer conversations from various platforms, such as WhatsApp, Instagram, and Google Business Messages, into a unified agent inbox.
  • Acquire a comprehensive understanding of customer engagements with the brand.

Zoho CRM

Zoho’s CRM platform has gained significant popularity due to its affordability and user-friendly interface. It is particularly well-suited for businesses that primarily generate leads through social media channels.

zoho Shopify CRM

With Zoho CRM, you can use the appropriate communication platform, timing, and content to effectively connect with customers. It also empowers to leverage the advantages of multi-channel accessibility, customer segmentation, key performance indicators, predictive analytics, and other features to provide tailored experiences that foster customer loyalty.

In addition, Zoho CRM’s advanced analytics tools enable you to make well-informed decisions swiftly. Gain valuable insights, generate personalized reports and dashboards, and monitor operations in real-time to foster sustainable growth.

So, why should you choose Zoho CRM?

  • Experience the ease of use of modern CRM, designed specifically for modern businesses.
  • The Zoho CRM offers a refreshing simplicity that is perfect for today’s businesses.
  • Simplify business operations with a user-friendly CRM solution.
  • Seamlessly migrate, deploy, and train with the dedicated programs.
  • Unlock the full potential of the business with the extensive developer platform for custom solutions and integrations.
  • Enjoy the flexibility of the contracts with no lock-in periods. Hidden costs, as Zoho CRM doesn’t charge extra for additional features.
  • Rest assured knowing that you’ll always get the best deal with the price protection guarantee.

Revamp CRM

Revamp CRM offers a comprehensive solution for online shops to effectively manage their customer base using various features like Tags, Scores, and Contact Stages. Additionally, it seamlessly integrates with popular online platforms such as Shopify, Big Cartel, BigCommerce, WooCommerce, and more, enabling users to connect with their customers effortlessly.

revamp Shopify CRM

Thanks to Revamp CRM, you will have:

  • Sync your data seamlessly from platforms like Shopify, BigCommerce, and more, or effortlessly integrate with your own ERP system.
  • Efficiently allocate sales teams to various customer tiers, enabling you to enhance sales performance by gaining comprehensive visibility and control.
  • Improve your customer targeting by assigning scores and multiple tags to each customer, ensuring that you focus on the most relevant ones.
  • Effortlessly view and filter data based on specific dates, allowing you to analyze and track your business activities more effectively.
  • Benefit from automatic classification, which streamlines your processes by automatically categorizing and organizing your data.
  • Create targeted consumer groups using over 40 data points that include demographics, product preferences, and purchasing habits.
  • Monitor your team’s performance and coverage rate per sales plan, salesperson, and task status with activity reports.
  • Identify a company’s top clients based on their shopping behavior, using recency, frequency, and monetary value as classification criteria.
  • Analyze marketing data by sales channel, campaign, discount, or custom segment, and export it to any marketing application.

Some Tips to Choose the Right Shopify CRM

Consider these tips about how to choose the right Shopify CRM for business:

Define needs and budget: When selecting the appropriate Shopify CRM for your business, it is crucial to consider the specific requirements and budget. Determine which features are essential to you and establish a budget for which you are suitable, common Shopify CRM features include lead management, sales automation, customer support, and reporting. About pricing, Shopify CRMs come at various price points, so it’s crucial to find one that aligns with your budget.

Check the review and rating: To make an informed decision, let’s read reviews from other Shopify users. As a result, you can gain valuable insights into the advantages and disadvantages of each CRM.

Utilize free trials: Take advantage of the free trials offered by most Shopify CRMs. Thanks to these trials, you can test the CRM before committing to a specific plan. This allows to make sure that the CRM is suitable for the business and meets the requirements.

Shopify CRM Integrations: Check if the CRM integrates seamlessly with other Shopify apps and services you utilize. This integration can enhance your workflow efficiency and save time.

The Best Strategies to Boost Sales with Shopify CRM

There are several ways using a Shopify CRM (customer relationship management) system can greatly increase sales. Let’s think about the following 5 elements as follows:

Automated Follow-ups

Automated follow-up sequences can be established for abandoned carts, incomplete purchases, and post-purchase thank-you emails. These automated follow-ups serve as reminders to customers about their initial interest and motivate them to finalize their purchases.

Lead Nurturing

CRM systems empower you to effectively handle leads. With automating the nurturing of leads, you can effectively engage potential customers with timely and relevant information. This facilitates the progression of prospects through the sales funnel, leading to their conversion into paying customers quickly.

Collect and Analyze Customer Data

A customer relationship management (CRM) system enables the collection and analysis of customer data, encompassing their purchase history, preferences, and behavior. This data can be utilized to develop customized marketing campaigns that are highly targeted. Hence, through offering tailored recommendations, exclusive promotions, and relevant product suggestions, businesses can increase their sales and revenue efficiently.

Cross-Selling and Upselling

You can find chances for cross-selling and upselling by using insights from Shopify CRM. For instance, you can increase the average order value if a consumer buys a camera by suggesting related or complementary accessories.

Track and Reward Loyal Customers

CRM systems simplify the process of monitoring and acknowledging loyal customers. Thanks to implementing loyalty programs, extending discounts, and offering incentives, businesses can effectively retain their current customer base and foster repeat purchases.

Shopify CRM – Ending Words

To sum up, there are numerous tools available to pick for marketing strategies for businesses, and a CRM is just one of the many tools you will utilize. Implementing a CRM can enhance the efficiency of business operations. Although each CRM operates slightly differently, they all share similar functionalities. However, the Shopify CRM integration will vary depending on the preferences and specific use cases of each individual store.

This article aims to provide you with a fundamental understanding of CRMs and the best Shopify CRM system you can refer to to contribute to the growth of the business. These guidelines offer an overview of some of the most popular Shopify CRM options, assisting in selecting the most suitable CRM for the online Shopify store.

BSS Commerce Shopify is a useful blog where you can learn more knowledge about the eCommerce industry as well as some tips and tutorials that you can apply to develop the business efficiently and professionally.

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