CRM Questions: Is Shopify Considered CRM?

Is Shopify Considered CRM?

Are you taking advantage of CRM software (Customer Relationship Management) on your e-commerce site? 

If not, you’re missing out on valuable consumer data and automated systems that can turn your dwindling e-commerce store into a high-profile brand. 

By using CRM software, you can hone in on the tracking, communication, and reporting of your online customers. 

Fortunately, Shopify, the largest e-commerce site in the world, is compatible with many CRMs that can do just that!

Therefore, we’re going to take a closer look into what a CRM is, how it can benefit your business, and three of the best CRM software options that Shopify has to offer.

What is CRM Software?

A CRM, short for Customer Relationship Management, is a powerful software that can be easily integrated into your Shopify store. It can help you manage consumer data, enhance customer relationships, and manage the sales and marketing of your e-commerce business. 

Prior to the creation of CRM software, many businesses were forced to perform these tedious tasks by hand. 

Hours of time were spent creating spreadsheets, directly communicating to customers, and creating hit-or-miss marketing campaigns based on shoddy consumer data. 

At this point, it’s probably easy to see the importance of automating these processes. It can save you hours of manual labor, provide more concise data, and consequently – earn you more money. 

What Are the Benefits of Using CRM Software?

Essentially, a CRM contains all of your important consumer and transaction data in one place. 

With this data, it will streamline the process of creating effective marketing campaigns. A CRM will allow you to create custom landing pages, personalize email sequences, and improve the overall user experience of your site.

Rather than having to extract data from multiple sources, a CRM will provide a dashboard that will visually showcase all your important data. 

Furthermore, using a CRM will help your team work more efficiently. You’ll all have access to important data that will enhance collaboration and encourage a commutative environment that will streamline your operations. 

By using a CRM, you can expect the following benefits:

  • Reliable reporting (automation is more efficient and accurate than manual operations)
  • Improved messaging systems through automation
  • Proactive service
  • Foster collaborative teamwork through shared data
  • Maintain records
  • Create data-based marketing strategies through A/B testing

In addition, implementing a CRM will help you keep track of metrics, data, notes, contact information, records, documents, and more!

However, the biggest advantage to using a CRM on your Shopify store is the detailed consumer data it provides. This explicit data will allow you to create custom sales funnels, generate more leads, earn more profits, and enable you to create a user experience that will have your customers excited to revisit your store!

What Separates the Different CRM Software?

Shopify offers a variety of integrable CRMs that can easily be downloaded through their app store. 

However, not all CRMs are equal. Some are limited to simply tracking and automating customer communication. 

On the other hand, some CRMs are much more elaborate in their capabilities. They can allow you to not only track consumer data, but interpret it in simplified ways that’ll help you improve your business and marketing processes. 

Other CRMs will allow you to store documents, data, notes, contacts, and records, which can allow a more collaborative environment within your business. 

In addition, some CRMs are more user-friendly and easier to map, while others are much more technical and complex. Most startups prefer a simple, easy-to-use CRM software that won’t require an overbearing learning curve. 

The 3 Best CRM Software That Will Transform Your Business

Therefore, let’s explore some of our top picks for the most user-friendly yet superior Shopify CRM software that will transform your business’s operations!


Zoho is largely considered to be the best CRM software in the world. Fortunately, it’s 100% compatible with Shopify.

Big-name companies such as, Bose, Suzuki, and Hotstar use this CRM to handle their customer relationship needs. 

Some of the more notable features of Zoho include:

  • Track KPI’s (Key Performance Indicators) including future predictions 
  • A smart AI system called Zia, which is an automated sales assistant proven to identify leads
  • Award-winning apps which can help you stay in touch with your customers on the go
  • Detailed training programs to help you get started

Overall, Zoho is an incredible CRM software that has helped thousands of e-commerce businesses improve their customer relations and marketing efforts.


Behind Zoho, Hubspot is one of the most popular CRMs in the world. It’s used by thousands of Shopify users and best of all, it’s 100% free!

Some of the notable features that put Hubspot at the top of our list include:

  • Tracks customers’ shopping patterns to help you create your unique workflow 
  • Automatically extracts customer data through social media channels 
  • Record phone calls with customers to provide helpful insight and simplify employee training
  • Real-time notifications when a lead visits your website

To summarize, Hubspot not only has an array of great features, but its free usage makes it an excellent choice for startups looking to cut costs where they can.


Although Metrilo is slightly less popular than our aforementioned CRMs, its powerful and unique features make it well worth your consideration.

Let’s take a look at some of Metrilo’s powerful features: 

  • Automatically reports performance of marketing campaigns 
  • Advanced personalized email marketing along with performance tracking
  • Ability to register unlimited users, making it great for large teams
  • Behavior tracking feature which allows you to differentiate new leads from dedicated clients 

All in all, Metrilo is an advanced CRM with a great deal of marketing-related features. Although it’s priced slightly higher than Zoho, its unique tracking capabilities make it well worth the investment!

Is Shopify Considered CRM? ( quick video )

What’s the Best CRM Software for Your Shopify Store?

Undoubtedly, any business can benefit from the powerful marketing and customer-friendly features that CRMs have to offer. 

However, when it comes to choosing a CRM, it’s really a matter of the size of your business, your budget, and the goals of your company.

If you’re a large business seeking a marketing-focused CRM, Metrilo may be your best option. 

On the other hand, if you’re an individual or startup seeking a free CRM that still has plenty of powerful features, Zoho will probably take the cake. 

One thing’s for sure, though: if you’re taking your Shopify business seriously, you need to implement CRM software!

If you’re interested in learning more about Shopify and how it can generate thousands of dollars every single month, be sure to check out our comprehensive guide!

For more great content to help you develop your Shopify strategies, check out the rest of the merchant posts on the site. If you want to see a list of our top recommended Shopify apps visit this link here.

Davon Wilson

I'm a certified Shopify expert, you can usually find me on my computer coding, or thinking about business ideas. I'm an avid Ravens fan and an overall nice guy.

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