16 min read

Top 7 CRM Solutions for Shopify Plus Stores

  • Development
  • ECommerce
  • User Experience

Launched

May, 2025

Top 7 CRM Solutions for Shopify Plus Stores

Top 7 CRM Solutions for Shopify Plus Stores

Managing customer relationships is crucial for Shopify Plus stores, especially those handling high sales volumes. A CRM system can help centralize customer data, automate workflows, and boost loyalty through personalized experiences. Below are 7 CRM solutions tailored for Shopify Plus merchants, each offering unique features to enhance sales, marketing, and customer engagement:

  1. HubSpot CRM: Seamless Shopify integration, real-time analytics, and advanced automation for abandoned carts, onboarding, and re-engagement.
  2. Salesforce Commerce Cloud: AI-powered personalization, omnichannel integration, and enterprise-grade scalability for global operations.
  3. Zoho CRM: Multi-store synchronization, advanced order management, and customer segmentation for targeted marketing.
  4. Klaviyo: E-commerce-focused CRM with predictive analytics, email/SMS marketing, and self-service customer tools.
  5. Pipedrive: Sales-focused CRM with visual pipelines, automated deal creation, and custom reporting.
  6. Grumspot Custom Integrations: Tailored CRM solutions for Shopify Plus, offering real-time data sync and workflow automation.
  7. ActiveCampaign: Advanced automation, dynamic content, and cross-channel marketing for customer engagement.

Quick Comparison

Feature HubSpot Salesforce Zoho Klaviyo Pipedrive Grumspot ActiveCampaign
Free Plan Yes No Yes No No Custom No
Shopify Integration Native Advanced Extension Native Native Custom Native
Marketing Automation Advanced Advanced Basic Advanced Basic Custom Advanced
Sales Insights Advanced Advanced Advanced Basic Advanced Custom Basic
Starting Price Free Custom $14/user/mo $20/mo $14/user/mo Custom $19/mo

Each CRM offers distinct features tailored to different business needs. Choose based on your store size, integration requirements, and growth goals.

Best CRM For Shopify - HubSpot Vs Zendesk Vs Nutshell (2025)

HubSpot

1. HubSpot CRM

HubSpot CRM seamlessly connects with Shopify Plus to bring together customer interactions and sales data in one place. With its native connector, it automatically syncs crucial information, giving you a clear, unified view of your e-commerce operations.

Key E-commerce Features

When you link HubSpot to your Shopify Plus store, it imports essential data, such as:

  • Customer contacts, with automatic email-based deduplication
  • Order details, which are logged as deals within the e-commerce pipeline
  • Products, added directly to HubSpot’s product library
  • Important engagement metrics for better customer insights

Real-Time Analytics

Once integrated, HubSpot provides dynamic dashboards and reports to help you track order trends and engagement metrics in real time. These tools make it easier to make informed decisions quickly and set up automated workflows for your store.

Automated Workflows

HubSpot enables you to create tailored automation sequences to enhance customer engagement. Here are some key use cases:

  • Cart Abandonment Recovery: Automatically detects abandoned carts and sends personalized recovery emails to customers.
  • Customer Onboarding: Welcomes first-time buyers with tailored workflows that encourage loyalty and repeat purchases.
  • Re-engagement Campaigns: Identifies inactive customers and triggers follow-up communications to bring them back.

Data Syncing

HubSpot ensures smooth data synchronization between platforms. Contacts benefit from two-way syncing, while deals and products use one-way sync. Additionally, HubSpot’s tracking code is added to all Shopify store pages, allowing for in-depth visitor behavior analysis.

Managing Data Properties

The integration retains language settings during the sync process, and every synced item includes a Source store property, making it simple to trace the origin of your data.

Getting Started with HubSpot CRM

To make the most of your HubSpot CRM integration, consider these tips:

  • Set up custom dashboards to focus on your key performance indicators (KPIs).
  • Design automated workflows tailored to specific customer groups.
  • Enable two-way contact syncing to keep your data accurate and up-to-date.
  • Stick with the default e-commerce pipeline structure for reliable order tracking.

This integration is a powerful tool for Shopify Plus merchants handling high sales volumes. It simplifies customer relationship management and optimizes e-commerce operations, giving you more time to focus on growing your business.

2. Salesforce Commerce Cloud

Salesforce Commerce Cloud

Salesforce Commerce Cloud provides powerful CRM solutions tailored for high-volume Shopify Plus stores, enabling businesses to scale while maintaining meaningful customer relationships. Let’s dive into how the platform’s AI and other features enhance operations and customer experiences.

AI-Powered Personalization

The platform leverages advanced AI to analyze customer behavior and preferences, delivering highly tailored experiences. This includes:

  • Smart product recommendations
  • Personalized promotions

These tools are designed to help businesses improve conversion rates by offering customers exactly what they’re looking for.

Omnichannel Integration

Commerce Cloud ensures smooth connectivity across multiple channels, creating a unified experience for both businesses and customers. Key features include:

  • Real-time inventory updates
  • Unified customer profiles across platforms
  • Integrated marketing campaigns
  • Centralized customer service records

Built for Enterprise Growth

Designed to support rapid expansion, Commerce Cloud offers enterprise-grade performance with features such as:

  • GDPR compliance tools
  • PCI and HIPAA certifications for secure operations
  • Automated staging environments for testing
  • Continuous performance monitoring
  • Multi-language and multi-currency support for global reach

Merchandising Tools

Commerce Cloud equips merchandising teams with tools to optimize product offerings and promotions, including:

  • AI-powered product recommendations and descriptions
  • Real-time inventory tracking
  • Customizable promotion engines
  • Dynamic pricing capabilities

"Commerce Cloud allows you to put custom attributes on almost everything. We had to use plug-ins on Shopify, they're not quite there yet."

  • Colin Tracy, Director, Engineering, Black Rifle Coffee Company

Proven Results

Businesses using Salesforce Commerce Cloud have reported impressive improvements:

Metric Increase
Return on Investment 27%
Decision-Making Speed 30% faster
Employee Productivity 30%

Payment Processing

The platform simplifies payment handling with pre-integrated solutions that support:

  • Multi-channel payment processing
  • Automated reconciliation
  • Fraud prevention tools
  • Global payment capabilities

For Shopify Plus merchants aiming to grow, Salesforce Commerce Cloud offers extensive customization options and developer tools. Its composable architecture allows businesses to build tailored solutions while maintaining top-tier security and performance.

3. Zoho CRM

Zoho CRM

Zoho CRM offers powerful tools for Shopify Plus stores, making it easier to manage customer relationships across all your e-commerce channels.

Multi-Store Synchronization

Zoho CRM simplifies the management of multiple Shopify stores with features like:

  • A single dashboard to oversee multiple stores
  • Automatic syncing of customer data and purchase history
  • Real-time order tracking
  • Tools to turn abandoned carts into actionable leads

This synchronization helps streamline your order management process, saving time and reducing manual effort.

Advanced Order Management

Zoho CRM centralizes order handling and customer communication, providing key benefits:

Feature Benefit
Order Tracking Get real-time updates on order status
Customer Profiles View all customer interactions in one place
Inventory Sync Automate stock level updates
Transaction History Access a complete record of purchases

These features ensure smoother operations and provide a solid base for analyzing customer behavior.

Customer Segmentation and Analytics

Zoho CRM's segmentation tools and detailed reporting allow businesses to create targeted marketing campaigns and make smarter, data-driven decisions.

"Saves me time and is easy to use, the Zoho CRM extension can do so much allowing me to keep up with trends, see what is working and what is not right away with marketing and make changes on the go. I definitely recommend."
– Mohammad Shahriar

Enterprise-Grade Scalability

As your Shopify Plus operations grow, Zoho CRM grows with you. It supports expansion through compatibility with Professional, Enterprise, CRM Plus, Zoho One, and Ultimate editions. You can also customize workflows, integrate with flexible APIs, and handle multi-currency transactions effortlessly.

Proven Performance

Zoho CRM boasts a strong reputation, with a 4.6/5-star rating based on 23 reviews. Users have highlighted its seamless setup and rapid support, making it a go-to solution for linking multiple Shopify sites.

Investment and Pricing

Zoho CRM’s Shopify extension comes with a clear pricing structure:

  • Standard plan: $49 per organization per month
  • Annual subscription: $552.72 per organization per year

This straightforward pricing ensures you know exactly what to expect.

4. Klaviyo

Klaviyo

Klaviyo is a Shopify Plus-oriented CRM designed to integrate email, SMS, and analytics, helping businesses drive measurable growth.

E-commerce-Focused Features

Klaviyo stands out with features tailored for online retailers:

Feature Functionality
Predictive Analytics Uses AI to analyze customer behavior patterns
Multi-Channel Marketing Combines email and SMS campaigns, achieving an average 12% revenue boost
Customer Segmentation Tracks real-time behavior for precise targeting
Customer Hub Offers self-service tools for order tracking and returns

Performance Backed by Results

Klaviyo’s impact on Shopify brands is reflected in these numbers:

  • 62% average GMV growth for Shopify businesses
  • 46% average increase in email marketing revenue for retailers
  • Over 125,000 Shopify store integrations

Advanced Integration Capabilities

Klaviyo integrates effortlessly with Shopify Plus, offering:

  • A simple one-click installation process
  • Real-time data updates
  • Compatibility with over 250 e-commerce platforms
  • Automated workflows to streamline operations

These features enable businesses to achieve seamless functionality and better outcomes.

Success Stories

Real-world examples highlight Klaviyo’s effectiveness:

"After we started sending campaigns to segments created with Klaviyo's predictive analytics, all our metrics improved, and our revenue improved drastically." - Jade Richardson, email marketing strategist at Agital

One standout example, The Willow Tree Boutique, achieved:

  • 44.6% year-over-year growth in attributed revenue
  • 53.1% revenue growth in the second half of 2023

Pricing Options

Klaviyo offers flexible pricing plans to suit different business sizes:

  • Free plan: Includes up to 250 email contacts and 150 SMS/MMS credits
  • Email plans: Start at $20/month for 251–500 contacts
  • SMS plans: Begin at $15/month for 1,250 SMS/MMS credits

AI-Driven Results

Klaviyo’s AI capabilities shine in examples like Ministry of Supply, where targeted campaigns led to:

  • 47.3% year-over-year growth in campaign revenue
  • 36.15% increase in total email revenue through gender-based segmentation

Enhancing Customer Experience

The Customer Hub enhances how businesses interact with their customers by offering:

  • Self-service tools for managing orders and returns
  • Personalized customer support options
  • Customizable preference settings for a tailored experience

Klaviyo’s focus on integration, analytics, and personalization makes it a powerful tool for Shopify Plus merchants aiming to grow their business.

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5. Pipedrive

Pipedrive

For Shopify Plus merchants aiming to streamline their sales processes and strengthen customer relationships, Pipedrive offers a suite of tools designed to simplify sales management.

Sales-Focused Integration

Pipedrive's integration with Shopify Plus brings essential features tailored for sales teams:

Feature Benefit
Automated Deal Creation Automatically generates deals from Shopify orders
Real-Time Sync Keeps inventory and customer data updated instantly
Lead Distribution Ensures leads are directed to the right sales reps
Visual Pipeline Tracks sales progress across all channels
Custom Reporting Provides insights into performance metrics

Performance Metrics

Pipedrive delivers tangible results for businesses:

  • $8.71 return on every dollar invested
  • Integration with over 500 third-party applications

These tools help Shopify Plus merchants refine their sales operations with precision and ease.

Advanced Sales Management

Pipedrive enhances operations through features like:

  • Real-time inventory tracking
  • Centralized customer data with customizable dashboards
  • Automated email templates to save time and maintain consistency

Success Story: Intrnz's Revenue Growth

Pipedrive's capabilities are best illustrated through real-world examples. Take Intrnz, for instance:

"Pipedrive is the only solution we found that is able to manage a complex sales and marketing workflow at a price that makes sense for the average business." - Intrnz

With Pipedrive, Intrnz achieved:

  • 250% increase in annual revenue within just eight months
  • Simplified management of multi-channel inquiries
  • Enhanced team efficiency through automation

Business Impact

Another success story comes from Suds Singh, Founder and MD of Interesting Content:

"Pipedrive has enabled us to have instant access to that data, so it's not just quadrupling our revenue but ensuring that we have predictable revenue." - Suds Singh

Integration Capabilities

Pipedrive's integration features ensure seamless data flow across platforms, helping businesses operate more efficiently:

  • JavaScript-based integration for automated deal creation
  • Synchronized order and customer data
  • API access for custom app development
  • Compatibility with platforms like Make and Synchron.io

Sales Process Optimization

The platform also helps businesses visualize and manage their entire sales cycle, offering tools like:

  • Pipeline activity tracking
  • Visual reports with team performance analytics
  • Mobile app access for management on the go

6. Grumspot Custom CRM Integrations

Grumspot

Grumspot offers tailored CRM integrations designed specifically for Shopify Plus merchants handling large volumes of data. These integrations ensure smooth connectivity between Shopify Plus stores and various CRM platforms, prioritizing data accuracy and automation.

Core Integration Features

Feature What It Does
Data Synchronization Keeps customer profiles and orders updated in real-time.
Workflow Automation Implements custom business processes with automated actions.
Security Compliance Adheres to GDPR and CCPA standards for secure data handling.
API Integration Seamlessly connects with your existing tech ecosystem.

Implementation Process

  • Discovery Phase: Grumspot begins by analyzing your current systems to pinpoint specific integration requirements.
  • Custom Development: They then create personalized solutions to connect Shopify Plus with your CRM platform.
  • Testing and Deployment: Before going live, the system is rigorously tested to ensure data accuracy and functionality.

Real-World Impact

One example of success: A luxury fashion retailer saw a 20% boost in repeat purchases and reduced data entry errors by 15% after implementing Grumspot's CRM integration.

Technical Specifications

Grumspot's integration framework includes:

  • Two-way synchronization for seamless data flow.
  • Customizable field mapping to match your unique requirements.
  • Automated triggers for workflows to enhance efficiency.
  • Compatibility with multiple platforms, ensuring flexibility.

Support and Maintenance

Grumspot doesn’t just stop at deployment. They provide ongoing support that includes:

  • Regular system updates to keep integrations running smoothly.
  • Performance monitoring to identify and address potential issues.
  • Expert troubleshooting for technical challenges.
  • Scalability adjustments to grow alongside your business needs.

Enterprise Benefits

Shopify Plus merchants gain several advantages with Grumspot's CRM integrations:

  • A centralized system for managing customer data.
  • Better customer segmentation for targeted marketing.
  • Automated workflows that save time and reduce manual effort.
  • Higher customer retention through improved engagement strategies.

These solutions not only streamline operations but also position businesses for scalable growth while maintaining strong customer relationship management. Stay tuned for a detailed comparison of upcoming CRM features and pricing!

7. ActiveCampaign

ActiveCampaign

Building on the discussion of Grumspot's custom CRM integrations, ActiveCampaign emerges as another strong contender for Shopify Plus stores. It combines advanced automation tools with real-time insights, making it an excellent choice for businesses looking to scale their online operations. With its seamless e-commerce integration and multi-channel communication capabilities, ActiveCampaign is designed to help growing brands boost revenue and customer engagement.

Core Features for Shopify Plus

Shopify Plus

Feature Category Capabilities
Marketing Automation Welcome flows, cart recovery, birthday messages
Analytics Real-time revenue insights by campaign and segment
Communication Personalized email and SMS marketing
Customer Engagement Review requests, upselling, cross-selling automation
Integration Options Meta Advertising, Google Ads, Google Sheets

These features provide Shopify Plus merchants with the tools they need to drive measurable growth and enhance customer interactions.

Revenue-Boosting Tools

ActiveCampaign stands out for its focus on driving revenue growth through:

  • Dynamic Content: Tailored messaging based on customer browsing behavior.
  • Automated Workflows: Targeted campaigns for cart abandonment and post-purchase follow-ups.
  • Cross-Channel Marketing: Integrated email and SMS tools that improve conversion rates.
  • Customer Segmentation: Advanced targeting using purchase history and behavioral data.

This combination of personalized content and automation helps businesses improve conversions and keep customers engaged.

Real-World Success

"With ActiveCampaign, we can go in and look to see how many new users we are getting a month, what trends we are seeing, and the lifecycle of a user over time. This helps us be smarter with our emails and make changes if need be." - Whole30

Whole30's experience highlights how ActiveCampaign's analytics and automation features provide actionable insights that drive smarter marketing decisions and foster growth.

Pricing Breakdown

ActiveCampaign offers several pricing tiers to accommodate different business needs:

  • Starter: $19/month (basic Shopify integration included)
  • Plus: $59/month
  • Pro: $89/month (includes Shopify Plus integration)
  • Enterprise: $159/month

These tiered options make it accessible for businesses of various sizes, from startups to large-scale enterprises.

Performance Ratings

ActiveCampaign has earned a 4.4/5 rating from 392 reviews. Users frequently commend its seamless Shopify Plus integration, robust A/B testing features, detailed site tracking, and responsive customer support.

Advanced Automation Capabilities

One of ActiveCampaign’s strongest aspects is its ability to create intricate customer journeys using:

  • Behavioral Triggers
  • Behavioral Analysis
  • Loyalty Program Management
  • Review and Feedback Automation

These features help businesses deliver highly personalized experiences that build customer loyalty and increase lifetime value.

Shopify Plus Integration

ActiveCampaign’s integration with Shopify Plus ensures efficient audience management and provides real-time revenue insights across multiple marketing channels. This makes it a powerful tool for merchants aiming to optimize their e-commerce strategies.

CRM Features and Pricing Comparison

Compare essential features and pricing to choose the right CRM for your Shopify Plus store.

Core Features Comparison

Feature Category HubSpot Salesforce Commerce Cloud Zoho Klaviyo Pipedrive Grumspot ActiveCampaign
Free Plan Yes (5 users) No Yes (3 users) No No Custom No
Shopify Integration Native Advanced Via Extension Native Native Custom Native
Marketing Automation Advanced Advanced Basic Advanced Basic Custom Advanced
Sales Insights Advanced Advanced Advanced Basic Advanced Custom Basic
Customer Support 24/7 24/7 Business Hours 24/7 Business Hours 24/7 Business Hours

Basic Plans

  • HubSpot CRM: Free for basic features, with the Sales Hub Starter plan priced at $15 per user/month.
  • Zoho CRM: Offers a free plan for up to 3 users, with the Standard plan available at $14 per user/month.
  • Pipedrive: Starts at $14 per user/month with its Essential plan.
  • ActiveCampaign: Pricing begins at $19/month, which includes basic Shopify integration.

Advanced Plans

  • Zoho CRM Ultimate: Priced at $52 per user/month.
  • Pipedrive Enterprise: Costs $99 per user/month.
  • ActiveCampaign Enterprise: Available for $159/month.

Integration Capabilities

Seamless integration is a critical factor for CRM success. Steve Pogson, founder of First Pier, emphasizes its importance:

"Shopify plus crm is the golden ticket for businesses aiming to lift customer relations through seamless integration between their Shopify platform and CRM systems".

Unique Platform Advantages

Each CRM solution shines in specific areas, making them ideal for different business needs:

CRM Solution Best For
HubSpot CRM Overall value
Zoho CRM Scaling operations
Pipedrive Pipeline management
ActiveCampaign Customer engagement

Investment Considerations

When choosing a CRM, it's important to weigh the total investment beyond just the subscription costs. Key factors to consider include:

  • Initial setup costs: Does the CRM require significant upfront investment for configuration?
  • Scalability: Can the CRM grow alongside your business?
  • Integration fees: Are there additional costs for connecting with Shopify or other tools?
  • Support expenses: What level of customer support is included, and what might incur extra charges?

With Shopify Plus starting at $2,300/month for a 3-year term, pairing it with the right CRM can unlock new capabilities and drive revenue growth. Use these comparisons to decide which CRM aligns best with your Shopify Plus operations.

How to Choose Your CRM

Picking the right CRM for your Shopify Plus store is a decision that requires thoughtful planning and attention to detail. Here’s a breakdown of what to consider.

Define Your Business Needs

Start by assessing what your business requires from a CRM. Think about:

  • The number of stores you operate
  • Your order volume
  • Customer service demands
  • Marketing automation features
  • Integration options with your existing tools

Check Technical Compatibility

If your Shopify Plus store uses a headless architecture, make sure the CRM supports this setup, where the front-end and back-end operate independently. Additionally, confirm that the CRM can handle your business as it grows.

Plan for Growth

Shopify Plus is built to support unlimited SKUs and over one million products and variants. To keep up, your CRM must be scalable. Here’s what to evaluate:

Scalability Factor What to Look For
User Capacity Can it support a growing team?
Data Storage Does it handle increasing customer data effectively?
API Calls Are the API limits sufficient for your needs?
Automation Capacity Can it manage complex workflows as your operations expand?

Involve Key Team Members

Once you’ve outlined your technical and scalability needs, it’s time to loop in your team. Get input from:

  • Chief Technology Officer (CTO)
  • Chief Operating Officer (COO)
  • Sales team leaders
  • Marketing directors
  • Customer service managers

Their insights will help ensure the CRM aligns with your team’s daily operations and long-term objectives.

Test Before You Commit

Trial periods are a great way to see if a CRM meets your expectations. Follow these steps:

  • Set clear metrics to evaluate success
  • Choose a test group that represents your team
  • Monitor how well the CRM integrates with your systems and how easily your team adopts it
  • Collect feedback from everyone involved

Factor in Total Costs

Remember, the price tag isn’t just about the software itself. Include expenses for setup, training, integrations, and ongoing maintenance when calculating the total investment.

Focus on Support and Training

A CRM is only as good as the support behind it. Look for:

  • Detailed onboarding programs to get your team up to speed
  • Routine system updates to keep everything running smoothly
  • 24/7 technical support for when issues arise
  • Access to training resources to help your team stay proficient

Strong support and consistent training ensure your CRM continues to drive efficiency and meets the demands of your growing Shopify Plus store.

FAQs

What should I look for in a CRM solution for my Shopify Plus store?

When picking a CRM for your Shopify Plus store, the first step is to define your business objectives. Are you looking to improve customer service, increase sales, or make your marketing efforts more efficient? Pinpointing your goals will guide you toward solutions that fit your specific needs.

Another crucial consideration is your budget. CRMs come in a range of price points, so it’s important to find one that works within your financial plan while still offering the features you can’t do without. Make sure the CRM integrates smoothly with Shopify Plus and any other tools you already rely on. The right CRM should simplify your workflows, not add unnecessary complexity.

Finally, think about scalability. As your business expands, your CRM should be able to keep up with growing customer demands and new challenges. Choosing a flexible and easy-to-use solution now can save you time and effort as your store evolves.

How does integrating a CRM with Shopify Plus improve customer engagement and boost sales?

Integrating a CRM with Shopify Plus allows businesses to create a more personalized shopping experience by keeping track of customer behaviors, preferences, and purchase history. With this data, companies can craft targeted marketing campaigns, offer tailored product recommendations, and engage in meaningful interactions across platforms like email, social media, and even direct phone communication.

It doesn’t stop there - CRM integration also simplifies operations by automating tasks such as follow-ups, order updates, and customer support responses. This not only frees up valuable time but also improves customer satisfaction and builds loyalty, which can lead to higher sales and more repeat customers.

What features should Shopify Plus merchants look for in a CRM solution to enhance their business?

When picking a CRM solution for your Shopify Plus store, it's essential to focus on features tailored to e-commerce. The best CRM tools ensure seamless Shopify Plus integration, allowing real-time syncing of customer data, order history, and product details. This makes it easier to personalize customer experiences and optimize your workflows.

Some must-have features include automated marketing tools (such as email campaigns and abandoned cart recovery), advanced analytics to monitor customer behavior and sales patterns, and the ability to scale as your business grows. Additionally, a CRM built for Shopify Plus should support multi-channel communication, enabling you to connect with customers through email, SMS, and social media.

Choosing a CRM with these features can help Shopify Plus merchants enhance customer loyalty, streamline operations, and boost conversion rates.

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