Updated On: 12 Sep, 2025
“Customer is king” holds truer than ever, as modern customers are well-informed about their preferences. Sales teams constantly juggle retaining loyal customers while pursuing new leads, relying on past order histories to encourage repeat purchases.
However, managing vast amounts of customer data for a personalized experience is a challenge for many eCommerce businesses. With 80% of customers willing to share personal information for tailored interactions, a single misstep can disrupt the experience. A robust CRM system replaces messy spreadsheets, streamlining data management and empowering teams to efficiently handle customer relationships.
Shopify in itself is a robust ecommerce platform. Integrating your Shopify store with a CRM can give your ecommerce business a new direction. With a Shopify CRM, you can:
Keep reading to understand the worth of a Shopify CRM for your ecommerce business.
Ecommerce businesses, whether small startups or established giants, face the challenge of attracting new customers while retaining and nurturing existing ones. An ecommerce CRM integration, like a Shopify CRM, serves as the digital nerve center to streamline these efforts.
If you’re unsure why you should consider a CRM for your Shopify store, here are a few compelling reasons to explore an ecommerce CRM integration for better efficiency and growth.
Integrating a CRM with your Shopify store transforms customer management, streamlining processes and enhancing personalized experiences.
Here are six key benefits:
The primary benefit of the best CRM for ecommerce stores is that it can help you collect, organize, and centralize customer information. From customer contact details to past interactions, you can have the data you need at your fingertips. This can further help understand your customers and tailor your marketing and sales efforts.
A CRM can help segment your customer base on various criteria such as demographics, purchase behavior, and preferences. The segmentation helps you create personalized marketing campaigns and product recommendations.
Also, based on the customer’s past engagement with your brand, you can track their inquiries, complaints, and requests to offer more efficient and personalized assistance. It also helps in ensuring that no customer falls through the cracks.
A CRM can help you understand your customer behavior and preferences, further helping you proactively address their issues. You can use your customer purchasing habits to target your customers on their interests. This can improve conversions and average order size.
When everyone in your organization uses a CRM, it becomes easier to have everyone on the same page even if the workflow changes. The information that someone enters into the system gets shared by everyone else using the CRM and helps you improve efficiency.
You can automate many routine tasks such as sending order confirmations, abandoned cart reminders, shipping notifications, and follow-up emails using a CRM. This helps you focus on more strategic activities.
CRMs help gain insights into your business’s health through analytics and reporting features. You can track key performance indicators (KPIs) like customer acquisition cost, customer lifetime value, and conversion rates. These insights help you make data-driven decisions to improve your ecommerce business strategy.
There are a number of CRMs that let you integrate with Shopify. The best ones to consider include:
Kylas Sales CRM is a popular choice among growing businesses due to its user-friendly interface and affordability. Another reason to consider it is its Shopify integration.
You can seamlessly sync your Shopify customer data with Kylas to streamline your business processes and customer engagement. When a new customer registers on your Shopify store to make a purchase, Kylas automatically creates a lead entry, including contact details and relevant information. This enables targeted marketing efforts and personalized messages.
The integration also allows you to automatically add different deals for a single customer who makes multiple purchases. Each deal entry contains important information about the product, customer specifications, price, and the deal’s status. With these deals readily available for each contact, you can better understand your customers’ purchase behavior and tailor your sales strategies accordingly.
Additionally, you can track abandoned carts, identify products of interest, and target customers with personalized communication across various media. You can set up workflows to automate this entire process.
Key Features:
To integrate Kylas with Shopify all you need to do is:
HubSpot is one of the most loved CRMs for a number of reasons. Shopify integration is another reason that can be considered to choose it as your go-to CRM. You can easily sync your Shopify customers, products, and deals into HubSpot.
The integration offers advantages like smart CTAs in content, abandoned cart email nurturing, product-specific re-engagement ads, and much more. Based on the data collected from your Shopify store, you can personalize your customer communication. You can automate your processes and ensure that no lead slips through the cracks.
With the Hubspot-Shopify integration, you can generate more traffic to your brand and increase your revenue from both new and existing customers.
Agile CRM is also an excellent choice for CRM integration with Shopify. It can help improve your bottom line by increasing conversions. The Shopify integration is designed to transform your customers’ browsing into actual purchases.
Once you’ve connected your Shopify store to the CRM, you can automate email reminders to encourage customers to complete their purchases. You can also send personalized newsletters, and follow-ups, and collect feedback to enhance your customers’ shopping experience.
The integration allows you to take full advantage of data synchronization between the platforms, consolidating information related to your contacts, purchase history, and payment records in one place.
Whenever a Shopify event occurs, you can trigger automated actions based on predefined rules. If necessary, you can also automate follow-ups for all your in-store processes.
Nutshell is a popular Shopify CRM that you should consider for your needs. Shopify integration with Nutshell enables the automatic creation of Shopify orders as leads in the CRM, along with the synchronization of product orders and customer data as they occur in Shopify.
With your Shopify orders seamlessly converted into leads and contacts, your sales reps can easily manage and track customer interactions and orders from a single platform. This integration eliminates the need for manual data entry or transfer between platforms, allowing you to focus on your core business activities. The automated data transfer keeps your sales and customer service teams in sync.
Zendesk Sell is a popular choice for CRM, and it’s no surprise that many Shopify store owners prefer it. It helps manage leads and directs sales through various communication channels.
Sales reps can access all customer data in one platform, providing a personalized customer experience. Based on customer interactions, they can process refunds and cancellations and review customer details and Shopify orders to ensure accuracy.
By eliminating the need to switch between apps, this improves efficiency and allows reps to access order information, billing, and shipping within their CRM. This boosts productivity, enhances customer satisfaction, and ultimately increases customer lifetime value.
One of the most popular CRMs that offers Shopify integration is Pipedrive. You can easily manage sales, track inventory, and improve customer service all from one place. The integration helps improve customer service by giving your team easy access to customer purchase history and preferences.
When you are able to track your inventory in real time, it becomes easy to make informed decisions. When you connect your Shopify store with Pipedrive, data is automatically transferred, and you can always access the most updated information.
You can easily schedule actions in your CRM when there is activity on your Shopify store to save time and resources. This also reduces errors that result from manual data entry. You can create custom workflows by choosing triggers, actions, and searches according to your sales process.
From adding Shopify product information to sending product notifications, there’s so much that you can do with the Pipedrive CRM. As your sales team can access the information, it becomes easier for them to track customers and assist them with their purchases.
Brevo, formerly Sendinblue is a common choice for many Shopify stores for building better customer relationships. It helps merchants improve customer engagement and sales. Features like email automation, advanced reporting, and customizable templates help build effective campaigns.
Also, the built-in SMS marketing and chat features help merchants connect with their customers on multiple channels. Users can also segment their audiences and integrate the platform with other apps to improve customer experience.
The integration lets you set up workflows to reach out to your customers based on their activity of your Shopify store. You can also create time-sensitive product offers for your customer segments, and automate the whole process.
Brevo lets you create embedded forms, custom landing pages, etc. to make it easy for you to grow your customer list and sync your data.
Zoho CRM is also a popular choice for Shopify stores that want to keep track of customer purchases and expenses. By integrating Shopify with Zoho CRM, you can easily synchronize customers, sales, and product details between the two platforms simultaneously.
You can effortlessly transfer the list of your orders and all the associated details from your Shopify store to your CRM system. Since the widget supports multiple stores, you will no longer miss an order. Moreover, as the data is synced automatically, you don’t need to make any manual updates.
Zoho CRM saves you from manual work by automating most of your Shopify-related tasks. When you add a new item to your Shopify store, it is automatically added to your Zoho Inventory. Additionally, when you make a sale, it creates a sales order and contact entry in the system automatically. The information sync between the two platforms is both time-saving and secure.
Zoho CRM’s batch tracking feature allows you to monitor the movement of each item in your inventory. This ensures you never run out of stock and always offer fresh items to your customers. Zoho Inventory helps you track the stock levels of items, even if you have multiple warehouses to manage.
Another Shopify CRM that you may want to try your hand at is ActiveCampaign. It can help you track visitors across your website and segment your leads into different categories so that you can target them the right way.
Shopify and ActiveCampaign integration help you better engage with your shoppers throughout their buying journey with your e-commerce store. This helps you create better customer experiences that make them want to come back and buy from you again.
ActiveCampaign and Shopify let you track your customers and what they have purchased so that you can recommend what they can buy in the future. By understanding their buying behavior and engaging with them in the way they want, you can turn first-time buyers into repeat customers. You can set up notifications for your buyers to show them the next steps they must take with your brand.
When you reach out to your customers in personalized ways, it helps create a connection between you and them. This is a simple way of creating brand loyalists. You can send them timely and relevant messages and emails to offer discount offers, ask them to provide reviews, and more.
Bitrix24 is another CRM worth considering if you are looking for Shopify integration. In addition to Shopify integration, the platform offers several collaboration, sales channels, and marketing tools that you can integrate with the CRM to manage your business operations.
Shopify integration with Bitrix24 allows you to efficiently manage orders, products, and customers through a single platform. Once you connect the platforms, customer information, products, and orders are automatically transferred. This simplifies the task of keeping all your customer data in one place and receiving notifications when new orders are created.
Any changes you make in one platform will automatically appear in the other, eliminating the need for manual data entry and saving you a significant amount of time and effort.
Tracking customers and their purchases can lead to better engagement strategies. For instance, if a customer hasn’t made a purchase in a while, you can engage with them and offer incentives to encourage them to buy from you again.
You can also monitor whether all customer orders are being handled on time and assess the status of your sales processes. Identifying bottlenecks in a timely manner can help you improve your sales strategies.
If you search around, you’ll find several CRM options that integrate with Shopify. To make the right choice, identify your business needs and budget. Go for the CRM that ticks the boxes.
Not sure where to start? Here are a few important features that you must look for in your Shopify CRM.
80% of customers expect companies to interact with them on social media. Having a CRM that can centralize and track these interactions allows you to respond promptly, engage with customers, and maintain a consistent brand presence across social channels.
In general, ecommerce businesses have diverse and evolving processes. You must choose a CRM that offers customizable automation tools to automate repetitive tasks, such as sending personalized email sequences, assigning leads to sales representatives, or triggering marketing campaigns based on customer behaviors.
Seamless data integration eliminates the need for manual data entry and data transfer between systems, reducing the risk of errors and saving time. It also enables you to make data-driven decisions with access to comprehensive, up-to-date customer information. Choose a CRM that ensures that information flows smoothly between different systems, reducing data silos and ensuring data accuracy.
The right Shopify CRM boosts competitiveness by cutting costs, boosting sales, and growing market share. Avoid slowdowns with streamlined tools to prevent errors and improve results. All mentioned options are top CRM software choices, each with unique strengths. Your best pick depends on your business needs and goals.
Shagun is a content marketer at Kylas, extremely well-versed in all things Marketing. She works closely with the sales team to create best-in-class content for our readers. Her experience combined with her thorough research skills makes all her blogs very in-depth and insightful. In her leisure time, Shagun enjoys hiking, gardening, and immersing herself in music.
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