A CRM (customer relationship management) system is a powerful tool that helps you better manage all of your Shopify customer data so you can stay organized and grow your business. When you’re ready to find the best CRM for Shopify, use this guide to help you evaluate and choose the right one for your business.
In this guide, we review the Best Crm For Shopify, best crm for web design company, do you need a crm with shopify, and hubspot crm shopify.
Best Crm For Shopify
When you want to get the most out of your Shopify store, it’s important to know which CRM system will work best for your business. The right tool can help you stay organized and on top of your customer data while also accessing information at any time and from anywhere. But which one is right for you? Read on to find out!
Salesforce is a CRM system that can be used to manage sales and marketing activities. It’s a cloud-based system, meaning you can access it from anywhere. It has many apps and integrations with other services. There is also a free trial period for you to try out Salesforce for yourself!
If you’re looking for a CRM that integrates well with Shopify, Zoho CRM is a good choice. It has a free trial and multiple plans to choose from. If you need more than just basic sales tracking, this might be the right CRM for you.
Hubspot is a great tool for managing your email marketing campaigns and SEO. Its easy to use interface lets you build landing pages and webinars in a few minutes, making it perfect for small businesses who want to get started quickly. With Hubspot’s real-time data tracking features, you can see at a glance which of your marketing strategies are working best and where you need to improve.
With the help of Hubspot’s CRM tools, such as their lead nurturing platform that allows you to track customer behavior over time (including when they opened emails), you will be able to make informed decisions about how best to engage with them on future purchases.
Pipedrive is a good CRM for Shopify because it is easy to use and has a lot of features.
Pipedrive is also affordable, which makes it a great fit for Shopify users.
Agile CRM is a great solution for small businesses looking to get started with a CRM. It’s easy to use, affordable and integrates seamlessly with Shopify.
Agile CRM is also a great solution for Shopify store owners who want to connect their CRM with their ecommerce platform.
Know which CRM system is the best fit for your Shopify store
It’s important to know which CRM system is the best fit for your Shopify store. There are many different CRM systems available, but they all have different features that cater to different kinds of users.
If you’re looking to build a customer list and track customer data, then Salesforce may be the right tool for you. This platform also allows you to manage all aspects of your marketing and sales efforts in one place..
However, if there’s a specific feature that we haven’t mentioned yet (or if it’s not present in any of these solutions), don’t forget about Zapier! Zapier allows users to connect their existing apps so they can perform tasks like sending an email or updating a spreadsheet when certain events occur on other apps–including Shopify–so keep your eyes peeled while we continue our search!
best crm for web design company
This post breaks down everything you need to know about CRMs for web designers, agencies, and freelancers. I’ve used many different CRMs over the years, and have recommendations on the best ones, and feedback on some popular ones that you maybe shouldn’t use for your web design business.
When we started our web design business, I didn’t really know what a CRM did. And if I had known, I definitely wouldn’t have needed one early on.
At the time, I assumed every CRM was something like Salesforce – a piece of software built specifically for huge sales teams to track all their expensive deals. I didn’t think that a CRM was anything that could help a two-person team to manage their clients and potential clients.
When we started out, I was keeping track of all of my sales opportunities and potential clients with an Excel spreadsheet…
It was simple, but it was effective. With a spreadsheet, I was able to track the names, phone numbers, email addresses, and notes for my contacts. Each potential client had their own row. Each column had information like their email address, phone number, last time we spoke, and notes It worked well enough.
The problems with this simple method became apparent, however, once we started growing.
Thanks to our successful marketing efforts (which you can learn about here and also here), we started getting more people calling us about hiring our company.
Once we started getting a lot more sales leads, and they started turning into clients, it became obvious that my simple spreadsheet was not going to do the trick.
We needed something that could help us manage our sales leads, track the success of our different marketing channels, and manage our relationships with existing clients.
So, that’s when I started looking into CRMs.
At its core, a CRM helps you track and manage your contacts. Some CRMs are more sales-focused; some are more customer-focused; some are in-between. In essence, a CRM is just a database, tailored towards sales and customer service.
When we started getting more and more sales leads, I was interested in a tool that could help me manage all of the leads I was getting. I wanted to have an app that could help me keep notes on what we had discussed, where they were in the sales stage, what price I had quoted them (very important), and what date I should contact them next.
And for existing clients, I wanted to be able to track things that could help us provide a better customer experience. I wanted to be able to track things like client birthdays (so we could send a gift or a card), support requests, and their inquiries into upsells or additional services from us. I wanted something that could help us go above and beyond for our clients.
Luckily, these things I wanted to have are the core features of most every CRM out there today. Some CRMs organize their information differently, and highlight different things, but at their core, all CRMs should help you with:
There are some other important features that I overlooked when I ended up choosing our first CRM that I didn’t know I needed. The two in particular are: API to connect to third-party apps you use (via Zapier); and syncing with your email platform.
Also – real quick (sorry for jumping in here randomly) – at the end of this post, we have an accompanying video to share that goes along with this post, and you should also check that out!
Here is a quick breakdown on the common CRM features.
Contact Data Management
Do you know all your clients’ email and phone numbers off the top of your head? Do you know who all the right contact people are at your clients’ businesses? CRMs help with all of that. CRMs keep track of all data you’ll need on your clients. And even more than that. Most CRMs allow for custom fields so you can keep track of individual things for each client – like their domain registrar, domain renewal date, DNS credentials, etc. From experience I can say that ends up coming in real handy.
When is your client’s birthday? Most companies probably do not care about this. But if you want to go above and beyond for your clients, something like this can help.
Sales Pipeline Management
Sales pipeline management was the main reason I started looking into finding a CRM for my web design company. I needed a way to manage all of my sales leads and stay on top of them. The realization came in when I saw that one potential client, one who I thought was going to hire us, ended up not getting a follow-up from me in over a week, and by then he had already gone with someone else. Those kinds of things can happen, but a CRM can keep track of your appointments, sales-related data, and follow-ups.
Sales pipeline management for most CRMs is a way to see where your potential clients are in the sales stage at any given moment and manage that status. For example, if I have a new person to contact, I might have them in a “To Contact” stage. After we talk and I am ready to send them a proposal, I might move them to a “Proposal” stage. After I send that out, I would move them to a “Follow Up” stage and keep them there until they have signed our agreement. Having a CRM helps you manage all of your sales prospects and helps you focus in on your prospects who are closest to signing up with you.
Adding and Managing Your Sales Tasks
Sales CRM tools can help you with a daily to-do list of sales-related activities. For example, when I would open my CRM in the morning at work, I could see all the sales activities I needed to do. Who did I need to contact, and what stage of the pipeline were they in? Once I did each task, I would set a next task and either change their sales pipeline stage or keep it the same, depending on how their last sales task went.
Before having a CRM in my web design company, I either had notes in random Word documents, emails, or Post-it Notes. Not a good way to organize and manage everything, for sure. Also, one problem I was finding was that once I sold a service to a client, our designers did not know exactly what I had discussed with the client. Then, the client would have to explain to our designer, just like they had already explained to me, what they were looking for. This turned out to be really inefficient.
CRMs, thankfully, let you keep notes the entire way through the pipeline. So, after your prospective clients have signed, you can share these notes and details with the people who will be doing the actual site design work.
Assign Sales Opportunities to Different Team Members
This was not a feature we needed when our sales team was one person, but it was one we absolutely needed after we hired our first additional person to our team.
If you are kicking butt with marketing, you are going to be getting sales leads from different sources – website form inquiries, phone calls, etc. and you will need to effectively distribute those sales opportunities to team members. A CRM lets you assign and manage sales leads. You can even co-pilot or reassign sales leads as needed. And if you need to manage another salesperson, you can review their stats and sales activities.
Track and Analyze Your Results
Tracking and analytics was an area that I really undervalued at first. With a small web design agency, I was making assumptions about what our best marketing channels were, what our conversion rates were, and what our average time to closing a deal was.
Thankfully, CRMs automate all of this and give you meaningful data. With a CRM you can track:
Tracking all of these stats gives you a strong sense of how your web design business is doing. It also helps you evaluate your marketing efforts and be able to project finances going forward. If you know, for example, that your sales conversion rate is 20%, and you have 50 sales opps in your pipeline, you could expect 10 of them to turn into sales.
I also want to stress again how important this is for marketing. CRMs can give you actionable data about your marketing efforts. For example, after we implemented our CRM, we were finding out that some marketing channels were getting more leads, but they had lower conversion rates, which ultimately made those channels worse than other marketing channels we had. Without a CRM, we would not have known that and we would have probably spend more money than we should have on less effective marketing efforts. For a web design agency without a huge budget, this was amazing data to have.
Other Features You Will Probably Want
Aside from those core CRM features, there are some others that you might be overlooking.
A basic CRM will not do email marketing. A basic CRM just exists as a database. But, some more advanced CRMs have full-fledged email marketing capabilities so you can send newsletters and promotions to your sales prospects. For CRMs with email marketing built-in, you effectively get two pieces of software for the price of one.
That being said, not all CRMs have great email marketing tools.
But, overall having a CRM with email marketing built-in can be a huge win. It means that you can manage your “marketing leads” – email subscribers and such – and turn them into “sales leads” – actual potential clients – after they reach out and express interest in your services. Since your CRM / email marketing software will have all the contact history for that prospect, you can get a lot of great data. For example, you might find that people are first getting onto your email list because they downloaded a free guide or subscribed to your newsletter. Then, they might have opened a promo email you sent and replied to you to inquire about your services. All of that contact data will already be in your CRM so you can track it.
Automation sequences are a great CRM feature for ones that have built-in email marketing. Automations are a hands-off way to send a series of emails to prospective clients. How it works is – first you write your email series, then you create a trigger (e.g. someone subscribes to your email list or fills out a contact form), then the subscriber will receive your emails over a period of time that you choose until that subscriber becomes a client. We use automation sequences for a few purposes, like educating subscribers on our services, pitching new products, and doing automatic email follow-ups with sales prospects. It ends up saving you a ton of time, especially as your prospective client list gets bigger over time.
The Best CRMs for Web Designers and Freelancers
So, with this all being said, what are the best CRMs for web designers, web design companies, agencies, and freelancers?
After having tried out a few, I have my favorites.
The Best Full-Featured CRM for Web Designers, Freelancers and Agencies: ActiveCampaign
It took me a long time to find ActiveCampaign. This was a few years ago and ActiveCampaign did not have the exposure and reputation that it does today. In short, ActiveCampaign is a CRM that does it all. It has:
And, the pricing is very reasonable for what you get.
If you want all of your sales and marketing prospects and clients’ data all in one place, the place to go is ActiveCampaign.
Let’s discuss a few of the key features of ActiveCampaign.
Contact management and sales pipeline management
As I mentioned before, every CRM does contact management. They all have slightly different approaches and layouts, but there are not a ton of different ways you can organize contacts.
If you have an ActiveCampaign script embedded on your website, you can track all of your subscribers’ on-site activity. Basically, once they subscribe to your blog and get added as a contact into ActiveCampaign, ActiveCampaign can see what subsequent pages on your site that your prospects visit, what they interact with, what else they download, and where they go.
This ends up being a really handy feature to have, as you can add “lead scoring” to alert you when you have contacts that, for example, keep visiting your portfolio or pricing pages. You can then move them into your sales pipeline and start reaching out to them or sending them more aggressive sales-like emails. Standard CRMs don’t have this kind of power.
Beyond that, ActiveCampaign has a sales-focused CRM so you can manage all of your deals with potential clients. It’s pretty simple and straightforward.
Oh yeah, and aside from the regular CRM features, there is a solid email marketing platform built into ActiveCampaign as well.
The email marketing features are just like you’d see in services like Mailchimp and Aweber – a drag-and-drop email creator, with built in advanced tools like A/B testing and reply tracking.
Aside from email marketing, ActiveCampaign has automations as well.
This means that people who download your ebooks and guides can get them automatically once you set up the automations. It also means that if people reach out for a quote, they can get follow-ups with sales-oriented emails to get them to sign on to your services.
The automation sequences are built in an extremely user-friendly layout. You can create if/then trees so that if they take certain actions, they can be moved into other sequences, like for example, if they download something and then reach out to you for a sales inquiry, they can automatically move to a sales-focused automation sequence.
The Best Sales-Focused CRM for Web Designers, Freelancers and Agencies: Pipedrive
Pipedrive is a CRM built for sales and sales teams.
If you are a web design agency that likes whatever email marketing software you have and want a very affordable piece of software that can just manage your sales pipeline, this is the piece of software to go with.
With pricing of $15 per user per month, it is very affordable for sales teams.
Pipedrive was the first CRM we used because we were happy with Mailchimp at the time for email marketing and really needed a tool that could help us manage our sales pipeline.
Pipedrive has an incredibly intuitive user-interface. In fact, I’d say that their sales CRM has the best, most user-friendly interface out of all of the CRMs I’ve used. Hands down.
And it is easy to manage your sales activities in Pipedrive.
Once you log in to Pipedrive, you’ll know which sales activities you have scheduled for the day and what stage of the pipeline your prospects are in.
Pipedrive is organized in a Kanban style, similar to Trello, which you might use for your design project management.
Also, Pipedrive has great user management and reporting features so you can track your other sales team members’ progress and activities, as well as your own. You can see how many sales you’ve made, and the values over time, and do some custom reporting so you can see things from all angles.
Here is what Pipedrive excels at.
Sales pipeline management
If you need to be able to have a clear view of all of your sales opportunities, you can’t go wrong with Pipedrive. If you hate Pipedrive’s interface, I don’t know what else I could recommend for you.
In Pipedrive you have a Kanban-style board with columns from left to right that show your different deal stages. At the most left you’ll see your new opportunities. At the very right you’ll have committed deals that are ready to sign. And when you want to mark a deal as “won”, it’s easy to do.
do you need a crm with shopify
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.
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.
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?
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.
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.
Best Shopify CRM Apps To Integrate With Ecommerce 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
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.
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.
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:
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.
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.
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.
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.
hubspot crm shopify
Shopify HubSpot Integration | Connect Them Today
Sync, analyze, and segment Shopify data for campaigns in HubSpot. … CRM Contact activity Deals Email scheduling Email templates Marketing …Get Content
HubSpot – It’s what’s next in ecommerce – Shopify App Store
Use HubSpot for Shopify to integrate your online store data with the leading mid-market CRM, … more. Sync and Segment. Personalize and Automate.Get Content
How-To-Guide: Shopify and HubSpot Integration for Your New …
How do I integrate and sync my accounts? · Within your HubSpot portal, navigate to the HubSpot App Marketplace (the store icon in the upper right …
Integrate HubSpot CRM with Shopify – Zoho
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Why Integrate Shopify with HubSpot? Blend Commerce
You can now create and manage Shopify orders from within HubSpot. · You can track your Shopify sales in HubSpot’s CRM. · Shipping information will …Get Content
How-To-Guide: Shopify and HubSpot Integration for Your New …
Congratulations—if you are reading this article, you are looking to implement an e-commerce solution for your business. You may be considering using the e-commerce platform Shopify, integrated with the marketing automation platform HubSpot, to help sell your products and services. This may be a very smart choice for your business. Let’s discover the reasons why.
Why choose Shopify?
For those of you who are unfamiliar with Shopify, it is an e-commerce platform that includes the design, setup, and management of your online store across multiple channels. Shopify empowers more than 800,000 businesses in countries all over the globe, for brands including Unilever, Kylie Cosmetics, and more.
There are a variety of benefits to using the Shopify platform. It is easy to set up, it is built for optimization, and the store maintenance is relatively simple to use. In addition, you can customize your online store with over 4,100 apps that integrate directly with Shopify. There are three different pricing options available based on your needs and desired features.
If that’s not enough, here are some additional benefits of building your e-commerce website on the Shopify platform:
If you’ve decided to use Shopify, you’ll want to set up your account and online store before you start integrating with your HubSpot platform. You’ll need to choose your Shopify theme, layout, and account settings, and then you’ll add your products to a specific domain. Once the account and store is set up, you can begin to integrate with HubSpot.
Why choose Shopify and HubSpot integration?
Why integrate Shopify with HubSpot? Let’s check out the many benefits, including the following:
How do I integrate and sync my accounts?
Let’s get started with connecting Shopify to HubSpot. Here are the steps to set up the integration:
Once your integration is set up, you’ll want to make the decision on how you would like to sync your data between HubSpot and Shopify. There are two options available:
Within the HubSpot integration, the following properties sync between Shopify and HubSpot products:
For Shopify orders or HubSpot deals, the following properties sync:
What happens after integration and sync?
Once the data is synced between Shopify and HubSpot, you can start to track and analyze the data being collected. The stored data is segmented into three categories: Products, Customers and Orders.
Tip: New customers will be stored as Contacts within HubSpot, and it will not set the lifecycle stage to “customer” automatically. You’ll need to set up a workflow to update lifecycle stages.
Orders from the store will be displayed as “deals” within HubSpot. To view your orders, click on Sales and then Deals within the top navigation of HubSpot and locate your Sales Pipeline. From there, you’ll be able to see new orders.
Tip: Ask for a contact’s email address prior to checkout, so you can follow up on abandoned carts and orders.
The Shopify/HubSpot integration also has three out-of-the-box automation workflows that can be customized for your business. These include:
It is important to continue to track and analyze your data with HubSpot for accuracy and to find reporting trends to maximize your selling potential. The future of e-commerce is only going to continue to grow as your business grows. By 2022, e-commerce revenue in the U.S. alone is expected to reach $638 billion! Therefore, you’ll want to be prepared and ensure your Shopify/HubSpot integration is set up and working correctly.