Discover the Best CRM for Ecommerce with Our Expert Guide

best crm for ecommerce

Customer relationship management (CRM) software is a crucial tool for ecommerce businesses as it helps in managing customer data, tracking sales, and streamlining internal processes. With so many CRM software options available in the market, it can be overwhelming to choose the right one for your ecommerce business.

In this expert guide, we have compiled a list of the top CRM software options for ecommerce businesses, based on their features, pricing, and customer reviews. Our picks include Freshmarketer, which offers a free Shopify integration and excellent marketing campaign tools; HubSpot CRM, which stands out for its payment processing capabilities; monday Sales CRM, known for its multi-view options for customer tracking; Pipedrive, offering an affordable and robust products catalog; EngageBay, a comprehensive marketing CRM for ecommerce; Zoho CRM Plus, an all-in-one CRM for ecommerce websites; Insightly CRM, which doubles as a great project management tool; Agile CRM, known for its range of free service tools; ActiveCampaign, the best for email automation. Each CRM offers unique advantages and limitations, so businesses should choose one based on their specific needs and budget.

Key Takeaways:

  • CRM software is essential for managing customer data and streamlining sales processes for ecommerce businesses.
  • Top CRM software options for ecommerce businesses include Freshmarketer, HubSpot CRM, monday Sales CRM, Pipedrive, EngageBay, Zoho CRM Plus, Insightly CRM, Agile CRM, and ActiveCampaign.
  • Each CRM software option offers unique features and comes with its pros and cons, so businesses need to choose one based on their specific needs and budget.

Freshmarketer: Best CRM for ecommerce teams needing a free Shopify integration

Freshmarketer offers an easy-to-use system with excellent tools for creating and deploying marketing campaigns and automated journeys.

For ecommerce teams utilizing Shopify, Freshmarketer’s free integration can be a valuable tool for tracking customer activity and segmenting lists based on Shopify events. However, it is important to note that the free plan has limited features and data capacity compared to its paid plans.

Freshmarketer’s strengths lie in its marketing automation capabilities, allowing users to create targeted campaigns and personalized customer journeys. However, it does not include built-in payment processing or inventory management tools, which may be necessary for some ecommerce businesses.

When considering options for ecommerce CRM platforms, it is worth exploring alternatives such as HubSpot CRM, Zoho CRM Plus, and EngageBay. Each of these platforms offers unique features and pricing options, so it is important to evaluate the specific needs of your ecommerce team before making a decision.

HubSpot CRM: Best CRM with payment processing

HubSpot CRM offers built-in payment processing tools and integration with Stripe, making it a popular option for ecommerce businesses that need to manage transactions. The CRM platform allows you to collect and track digital payments, including automated clearing house (ACH) invoice payments, and it comes equipped with robust reporting features to help you stay on top of your finances.

While the Free plan offers a range of features, including mass marketing emails, Facebook Messenger integration, and list segmentation, businesses may need to upgrade to a paid plan to access additional benefits, such as access to the products library. However, the paid plans can become expensive, and some businesses may find that the cost outweighs the benefits.

HubSpot CRM excels in providing a user-friendly interface and effective communication tools that help businesses manage relationships with their customers. However, it does not provide inventory management features, so businesses may need to use additional tools or integrate with other platforms to manage their product inventory.

If HubSpot CRM doesn’t meet your business needs, several other CRM options can suit your requirements. Freshmarketer, EngageBay, Zoho CRM Plus, and Pipedrive are some of the notable CRM options with unique features and pricing plans. Choosing the right CRM for your ecommerce business requires considering several factors like ease of use, flexibility, scalability, and integrations with other tools.

When selecting a CRM for your ecommerce business, it is essential to choose one that suits your requirements and helps you optimize your sales processes. With its payment processing capabilities and user-friendly interface, HubSpot CRM is a top choice for ecommerce businesses. However, it is always worth exploring other options to find the one that aligns with your business goals and budget.

Zoho CRM: Best for building sales processes

Zoho CRM is a highly recommended CRM software for building sales processes. It allows users to automate lead scoring and management, identify high-value leads that are likely to convert, and build sales processes for the entire team to access.

With Zoho CRM, you’ll have access to comprehensive contact and account management tools, including customer activity tracking and real-time insights about your customers. This powerful CRM software is ideal for ecommerce businesses looking to streamline their sales processes and identify the most promising leads.

Zoho CRM’s user-friendly interface and affordable pricing plans make it an excellent choice for businesses of all sizes. Pricing starts at just $14 per month, with a range of features and customizable options to meet your specific needs.

Whether you’re looking to automate your sales processes or build a stronger sales pipeline for your business, Zoho CRM is the ideal solution. Contact us today to learn more about how we can help you achieve your ecommerce goals with our tailored CRM solutions.

Pipedrive: Best for managing sales funnel

Pipedrive is designed to manage the sales funnel effectively, making it an excellent choice for ecommerce businesses. With affordable pricing, it includes robust features for storing customer information, tracking inventory, running email campaigns, and processing orders.

Users can easily add stages to their sales funnel or use existing templates, ensuring sales stay on track with automatic alerts and reminders. Pipedrive also provides sales forecast updates, allowing businesses to predict future earnings and revenue.

One of the standout features of Pipedrive is its intuitive design and user-friendly interface. It is praised for its ability to streamline the sales process and boost productivity.

While Pipedrive is a top choice for managing the sales funnel in ecommerce businesses, other notable CRM options include Freshmarketer, HubSpot CRM, Zoho CRM, and Salesforce Account Engagement. Each offers unique features and benefits to suit different business needs and goals.

Microsoft Dynamics 365: Best for Personalized Customer Experiences

Microsoft Dynamics 365 is a flexible CRM solution that allows users to foster and nurture leads, personalize customer experiences, and automate sales and marketing processes. The platform provides a range of features that enable businesses to track customer data and interactions, create targeted campaigns, and automate workflows.

One of the key strengths of Microsoft Dynamics 365 is its ability to create personalized customer experiences. The platform allows businesses to track customer interactions across multiple channels and touchpoints, including email, social media, and website visits. This data can be used to create targeted marketing campaigns, tailor messaging to specific customer segments, and provide personalized recommendations and offers.

Microsoft Dynamics 365 also offers a range of tools for automating sales and marketing processes. This includes lead nurturing workflows, automated marketing campaigns, and streamlined sales processes. The platform integrates with other marketing tools and platforms, allowing businesses to create a seamless and integrated customer experience.

Another benefit of Microsoft Dynamics 365 is its flexibility and customizability. The platform can be tailored to meet the specific needs of different businesses, allowing for the creation of unique sales and marketing processes. Additionally, Microsoft Dynamics 365 offers strong analytics and reporting capabilities, allowing businesses to track performance and adjust strategies in real-time.

Overall, Microsoft Dynamics 365 is a powerful CRM solution that enables businesses to deliver personalized customer experiences and drive sales. Its range of features and integrations make it an ideal choice for ecommerce businesses looking to streamline their sales and marketing processes and create a seamless and integrated customer experience.

Other Notable CRM Options for Ecommerce

Apart from these top CRM options, other notable choices for ecommerce businesses include Klaviyo, Capsule CRM, and Sendinblue. Klaviyo provides email marketing automation and integration with ecommerce platforms like Shopify and Magento. Capsule CRM is a simple and affordable option for small businesses with features like contact management and sales forecasting. Sendinblue is known for its user-friendly interface and email marketing tools, as well as offering SMS marketing and chat features.

Each of these CRM options offers unique features and integrations that can benefit ecommerce businesses. For example, Klaviyo’s automated email campaigns can help drive revenue and increase customer engagement, while Capsule CRM’s sales forecasting tools can help businesses make data-driven decisions. Additionally, Sendinblue’s chat features can improve customer support and increase conversion rates by addressing customer concerns in real-time.

When evaluating these CRM options, it’s important to consider factors like integrations with ecommerce platforms, pricing, and ease of use. Each business has unique needs, and finding the CRM that best fits those needs is crucial for success.

Factors to Consider when Choosing an Ecommerce CRM

When selecting an ecommerce CRM, it is crucial to consider factors like usability, features and functionality, integrations, and value for money based on your budget and specific business requirements.

One of the most important factors to consider is usability. The CRM should be intuitive and easy to use, with a user-friendly interface that allows for easy navigation. It should also offer helpful features like drag and drop interfaces, customizable dashboards, and built-in tutorials that guide users through the platform.

Another important factor to consider is features and functionality. The CRM should provide all the necessary features to manage customer interactions effectively, including contact management, lead scoring, sales forecasting, and marketing automation. It should also offer custom fields and filters to organize customer data, as well as robust analytics and reporting to track performance and measure ROI.

Integrations are also a crucial factor to consider when selecting an ecommerce CRM. The CRM should offer seamless integrations with other tools and platforms, including ecommerce websites, email marketing software, social media platforms, and other third-party tools. This will help ensure that all customer data is centralized and accessible, making it easier to manage customer interactions and personalize the customer experience.

Value for money is another important consideration when choosing an ecommerce CRM. The CRM should offer competitive pricing plans based on the size of your business and specific needs. It should also offer scalable plans that can grow with your business, along with free trials or demos to assess the usability and features of the platform before making a commitment.

When evaluating different CRM options, it’s important to keep in mind your business requirements and budget. Consider which features are most important to your business, and which integrations are necessary for your workflows. Take advantage of free trials and demos to assess the usability and features of the platform, and make an informed decision based on your specific needs and budget.

Conclusion: The Importance of Choosing the Right CRM for Ecommerce

In conclusion, choosing the right CRM software for ecommerce is crucial for the success of any online retailer. We’ve highlighted several options in this guide, each with its own set of features and advantages.

When selecting a CRM for your ecommerce business, it’s vital to consider factors such as affordability, simplicity, customer tracking capabilities, inventory management, and marketing tools. Some of the top options include Freshmarketer, HubSpot CRM, monday Sales CRM, Pipedrive, EngageBay, Zoho CRM Plus, Insightly CRM, Agile CRM, and ActiveCampaign.

These CRMs offer various functionalities such as Shopify integration, payment processing, multi-view customer tracking, project management, and email automation. It’s also important to evaluate pricing plans and consider factors like the number of marketing contacts, segmented customer lists, custom data fields, automated journeys, and integration with other tools.

Overall, the right CRM can help streamline operations, improve customer relationships, and drive revenue for ecommerce businesses. By effectively managing customer data, you can offer a personalized shopping experience, increase customer engagement, and improve conversion rates. So take the time to evaluate your options and choose the CRM that best suits your ecommerce needs.


Q: What is the best CRM for ecommerce teams needing a free Shopify integration?

A: Freshmarketer is the best CRM for ecommerce teams needing a free Shopify integration.

Q: Which CRM offers payment processing?

A: HubSpot CRM offers built-in payment processing tools.

Q: Which CRM is best for building sales processes?

A: Zoho CRM is the best CRM for building sales processes.

Q: Which CRM is best for managing the sales funnel?

A: Pipedrive is the best CRM for managing the sales funnel.

Q: Which CRM is best for personalized customer experiences?

A: Microsoft Dynamics 365 is the best CRM for personalized customer experiences.

Q: What are some other notable CRM options for ecommerce businesses?

A: Other notable CRM options for ecommerce businesses include Klaviyo, Capsule CRM, and Sendinblue.

Q: What factors should be considered when choosing an ecommerce CRM?

A: When choosing an ecommerce CRM, factors to consider include usability, features and functionality, integrations, and value for money based on specific business requirements.

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