Shopify Ecosystem

What’s The Best CRM Platform For My Ecommerce Store?

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A sound CRM (customer relationship management) tool for ecommerce makes it easy to manage online sales, marketing, inventory, and order processing. Yet, how do you know which CRM platform to use?

When determining the best fit, you must find one that tailors to your needs as an online business owner.

Below are the top CRM tools that address the most crucial customer relationship management needs in an e-commerce business. Start by reviewing each one to help you make a more informed decision.

1. Salesforce Commerce Cloud

Salesforce Commerce Cloud dedicates its platform to serving e-commerce business growth and nurturing customer relationships. It has efficient contact management tools, allowing users to log calls and meetings, view activities, and link social media accounts. 

It also allows you to set up and manage your email marketing campaigns, track orders and add contacts to your campaigns. E-commerce businesses might find it especially useful for newly launched sites, creating product promotions, and optimizing their online store.

You can manage orders, automate tasks and manage your site allowing you to focus on more big-picture elements of your business. Salesforce Commerce Cloud’s pricing differs, but they have knowledgeable reps you can contact to help you pick the best-fitting plan.

2. Hubspot

Hubspot is a robust CRM tool for e-commerce businesses of all sizes. It has many sustainable features, including marketing automation and ROI reporting.

That way, you guarantee you’re sending the perfect email at the right time. And you can monitor your progress to determine where your marketing efforts are succeeding. 

Hubspot also allows you to create targeted workflows for individual contacts in your CRM. You can use these workflows to find leads, convert them and personalize your emails. Hubspot’s visual editor also gives each workflow a smooth appearance so that you can analyze data in the most efficient way possible.

Hubspot’s CRM is free and offers plans to add new features as you grow. 

3. Agile CRM

Agile CRM is an excellent all-around tool for e-commerce businesses. It allows users to manage sales, customer service, and marketing in one platform. Its drag-and-drop functionality makes the interface easy to use and seamlessly integrates with other e-commerce systems. 

These include systems such as Magento, Shopify, and WooCommerce. It also serves multi-channel marketing, enabling online stores to cross-promote their business via email, SMS texts, social media, and landing pages.

Agile CRM has a free-forever plan that allows up to 10 users. Though, it limits automation and integration capabilities. 

4. Monday Sales CRM

Monday’s Sales CRM platform enables you to manage your work in one place. It includes lead tracking, contact management, sales pipeline, customer onboarding, and marketing.

The flexible software enables users to tailor the platform to their needs without any development. It also features an intuitive dashboard that tracks team goals, activities, and sales forecasting with detailed reports.

This CRM software also syncs to your Gmail or Outlook account. It will notify you of any new activities on your email marketing campaigns.

Monday Sales CRM is free for up to two users — and starts at $10 per additional user.

5. Freshworks CRM

Freshworks helps e-commerce businesses grow and increase their lead generation by providing a well-rounded CRM solution. Online-business owners can track conversations, build contact databases and personalize their tools. 

Its AI-powered platform also provides forecasting, contact scoring, and pipeline management. It features many third-party integrations, like Shopify, Mailchimp, Google Calendar, and more. So you can manage everything in one place.

Freshworks also features optimization tools like heat maps and A/B testing to make it easier to close sales. You can even coordinate with team members better and keep them up to date with a mutual dashboard.

The pricing is suitable for e-commerce businesses of all sizes, especially smaller ones. It’s packed with tons of features and starts at only $29 per month if billed annually. While there are CRM tools available for much less — it may be worth it to receive all of the functionalities you get with Freshworks.

How To Evaluate Your CRM Platform

How do you know what to look for when selecting a CRM solution? Consider the must-have features for every CRM system. These features should include the following:

  • A clean and attractive user interface.
  • Tech support, tutorials, and training to help you master the use of it.
  • Embedded analytics and reporting features.
  • Data visualization options that you can easily manipulate.
  • Multiple features and functionalities that offer value to your online business.
  • Smooth integration with common e-commerce tools.
  • Transparent and flexible pricing.

Additionally, you must understand what you need for your CRM strategy. Maybe you need to enhance your workflow or boost sales and customer engagement. Gaining a clear idea of what you’d like to have makes it easier to determine the ideal platform for your online store.

It would help if you also considered a CRM vendor specific to your industry. This confirms they’ve worked with business owners like yourself and know how a CRM tool should work in your industry.

Determine Which CRM Platform Is Best-Fitting

Ecommerce CRM software allows online brands to build long-standing customer relationships. 

Customers are the most crucial aspect of your business, and a CRM tool should allow you to understand and serve your customers better than before.

You may be wondering which CRM solution is the best. The answer depends on your business needs, but Freshworks makes a desirable choice. It offers plenty of advantages for small e-commerce businesses, including all you need to manage and optimize your online store.

Another recommendation would be Monday. It’s a powerful yet simple tool that makes it easy for all your team members to use. Plus, the pricing is much more affordable than other CRM tools and still offers great features.

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