Top 5 Best Shopify CRM Apps [November, 2024]
Home>Best Shopify Apps>Top 5 Best Shopify CRM Apps

Top 5 Best Shopify CRM Apps [November, 2024]

By Giles Thomas | Last updated July 16, 2024

This guide helps ecommerce store owners to compare and find the best CRM apps for Shopify. CRM apps are popular for ecommerce businesses that want to a way to notify their customers when products are back in stock. However, with the variety of Shopify apps for CRM, it can be challenging to find the ideal app for store owners’ individual needs.

To help ecommerce store owners make the right choice, the attributes of available Shopify apps have been assessed considering: features, price, free trial availability, app store rating and free app options.

This guide compares five companies for merchants to review and find the optimal CRM app for their needs. To help them make an informed decision, a quick comparison table of the best CRM Shopify apps is shared below, followed by in-depth reviews and frequently asked questions.

best-shopify-crm-apps

Free Guide: How To Find A Profitable Product To Sell Online

Excited about starting a business, but not sure where to start? This free, comprehensive guide will teach you how to find great, newly trending products with high sales potential.

Quick comparison of the best Shopify CRM apps

#App NameDeveloper NamePricingRatingFree TrialImageAction
1 Avada Email Marketing & SMS Avada $16/month 4.9/5 ⭐️ no image Get app
2 Shop Phone Alerts & Auto Email HMS Commerce $9/month 4.6/5 ⭐️ no image Get app
3 Drip: Email Marketing & Popups Drip $39/month 4.6/5 ⭐️ yes image Get app
4 Metrilo Growth Platform Metrilo $119/month 5.0/5 ⭐️ yes image Get app
5 Revamp CRM for B2B wholesale Revamp $9/month 2.6/5 ⭐️ yes image Get app

Top Shopify CRM apps reviewed

Table of contents:
  1. Avada Email Marketing & SMS
  2. Shop Phone Alerts & Auto Email
  3. Drip: Email Marketing & Popups
  4. Metrilo Growth Platform
  5. Revamp CRM for B2B wholesale

Avada Email Marketing & SMS

image

Avada Email Marketing & SMS is an all-in-one platform for Shopify merchants, designed to engage customers across multiple channels including email, SMS, push notifications, and WhatsApp. Its comprehensive suite of features includes smart mail, automation for various marketing scenarios, mass mailing, newsletters, and SMS marketing. Additionally, Avada offers sales popup forms, audience segmentation, advanced reporting, and campaign monitoring tools. The platform emphasizes personalization with options for segmenting contacts, recommending products, and sending order creation SMS. It also supports various popup and form types for effective lead capture and provides a range of email marketing templates, catering to different marketing needs and strategies.

  • Free plan available
  • Smart mail uses intelligent algorithms for personalized email content to boost engagement
  • Automation streamlines repetitive marketing tasks like follow-up emails
  • Mass mail enables efficient bulk email sending to numerous recipients
  • The newsletter feature supports regular email updates to keep subscribers informed
  • SMS marketing allows for direct marketing through text messages
  • Sales popup forms engage customers with timely website pop-ups
  • Audience segmentation targets specific customer groups for more effective marketing
  • Advanced reports provide detailed analytics for marketing performance
  • Campaign monitor manages and tracks the effectiveness of marketing campaigns
  • Spin-to-Win is an interactive feature that offers rewards or discounts to engage customers
  • Push notification sends updates and alerts directly to customers' devices
  • No free trial
  • Some users experiencing slow to respond or unhelpful customer service (improved more recently)
Demo Store Get App

Shop Phone Alerts & Auto Email

image

Shop Phone Alerts & Auto Email is a Shopify app designed to help merchants recover abandoned checkouts and improve customer engagement through real-time alerts and automated emails. This app provides a comprehensive solution for managing customer interactions and boosting sales.

Real-time alerts notify merchants when a customer abandons their checkout, enabling quick follow-ups to recover potential lost sales. The app supports multi-channel alerts, including email, phone, WhatsApp, and Facebook Messenger, ensuring flexible and timely communication with customers. Automated emails streamline the process of sending thank you messages and follow-ups, saving time and maintaining consistent customer engagement.

The app offers valuable insights into customer shopping behavior, helping merchants tailor their marketing strategies. Segmentation features allow merchants to target high-value customers, frequent buyers, and specific shopping behaviors with personalized alerts.

Users benefit from increased sales due to timely engagement with customers. Personalized communication builds trust and loyalty, enhancing customer relationships. The app’s automation features and multi-channel alert system make managing customer interactions efficient and convenient.

Customer support is highly praised for its responsiveness and helpfulness, ensuring any issues are quickly resolved. This support is crucial for maximizing the app’s effectiveness and benefits.

The app offers a free plan that includes 100 total abandoned checkout alerts, email support, and alerts for VIP, returning, follow-up, and new customers. The Basic plan, at $9 per month, adds unlimited alerts, live checkout alerts, and automated emails. The Pro plan, at $29 per month, includes additional features like low inventory alerts and unlimited team members.

Overall, Shop Phone Alerts & Auto Email is a robust tool for Shopify merchants aiming to enhance customer engagement and recover lost sales through effective communication. For more detailed information, you can explore the Shopify App Store and other review platforms.

  • Free plan is available
  • Sends alerts for abandoned checkouts and important customer milestones
  • Automates thank you and follow-up emails to maintain engagement
  • Supports notifications for VIP and repeat customers
  • Provides low inventory alerts for efficient stock management
  • Offers customizable alert settings to fit specific business needs
  • Integrates seamlessly with platforms like Slack, WhatsApp, and Gorgias
  • Features a user-friendly interface for ease of use
  • Available in multiple languages to support diverse user bases
  • No free trial of paid plan is available
  • Some users experienced issues with app functionality not working as expected
Demo Store Get App

Drip: Email Marketing & Popups

image

Drip: Email Marketing & Popups is a Shopify app designed to enhance email marketing efforts and customer engagement. It integrates seamlessly with Shopify, allowing store owners to utilize customer data for targeted marketing campaigns.

Drip’s key features include advanced email marketing capabilities with automated workflows for welcome emails, abandoned cart reminders, and back-in-stock notifications. The app provides real-time segmentation, ensuring targeted campaigns reach specific customer groups based on their behavior and preferences. This targeted approach maximizes engagement and conversion rates.

The app also offers customizable popup forms, such as exit intent popups, countdown timers, and discount offers. These popups are easy to set up and can be tailored to match the store’s branding, enhancing the overall user experience.

One of the standout features of Drip is its robust automation and workflow capabilities. The drag-and-drop editor allows users to design and personalize emails easily, integrating Shopify product data directly into the emails. This feature helps create highly relevant and engaging email content.

Drip integrates well with other tools like Facebook Advertising, Zapier, Typeform, Stripe, and Yotpo, ensuring a cohesive marketing strategy across multiple platforms. This integration capability is crucial for seamless operations and effective marketing.

Customer support is highly praised, with users noting the responsiveness and helpfulness of the support team. Drip offers a 14-day free trial, and pricing starts at $39 per month, which includes unlimited users, A/B testing, and free migration from other email platforms.

Overall, Drip: Email Marketing & Popups is a powerful tool for Shopify merchants looking to improve their email marketing strategies and customer engagement through personalized and automated campaigns. For more detailed information and user reviews, exploring the Shopify App Store and other review platforms is recommended.

  • 14 day free trial is available
  • Customizable email campaigns and popups for targeted marketing
  • Advanced segmentation to deliver personalized content to specific customer groups
  • Automated workflows to engage customers based on their actions
  • Detailed analytics to track campaign performance and customer interactions
  • Integration with Shopify to sync customer data and shopping behavior
  • A/B testing to optimize email and popup effectiveness
  • Multi-channel marketing capabilities to extend reach beyond email
  • No free plan is available
Demo Store Get App

Metrilo Growth Platform

image

Metrilo Growth Platform is a comprehensive Shopify app that offers ecommerce analytics, CRM capabilities, and email marketing automation. It aims to provide store owners with actionable insights and tools to improve customer engagement and boost sales.

The app’s key features include advanced analytics that track sales, revenue, customer behavior, and product performance. Metrilo allows users to create detailed reports and dashboards that help optimize marketing strategies and product management. The CRM functionality enables store owners to manage customer relationships effectively by providing customer lifetime value metrics, cohort analysis, and segmentation options.

Metrilo’s email marketing automation includes features like abandoned cart emails, welcome emails, and drip campaigns. Users can design personalized email campaigns using a drag-and-drop editor and ready-made templates, ensuring a seamless experience for both the store owner and the customer. Additionally, Metrilo tracks email performance metrics such as open rates, click rates, and conversions.

Integration with Shopify is seamless, allowing users to sync customer data and brand assets quickly. The app also supports integrations with other tools like Privy, MailMunch, and Sumo. This compatibility enhances its functionality and ensures a cohesive marketing strategy across different platforms.

Customer support is highly praised, with options for email and live chat assistance. Users appreciate the responsive support team and the detailed online help center that offers articles and FAQs to help with setup and usage.

Metrilo offers three pricing plans: Essential at $119 per month, Pro at $199 per month, and Premium at $299 per month, each with a 14-day free trial. The Essential plan includes basic analytics, the Pro plan adds CRM and retention features, and the Premium plan includes full email marketing automation.

Overall, Metrilo Growth Platform is ideal for Shopify merchants looking to enhance their marketing strategies with powerful analytics, CRM capabilities, and email automation. For more detailed information and user reviews, you can explore the Shopify App Store and other review platforms​.

  • 14 day free trial is available
  • Real-time ecommerce analytics that allow monitoring of store activity with KPI dashboards, revenue breakdowns, and product performance
  • Comprehensive CRM providing access to detailed customer profiles and over 30 filters for targeted marketing
  • Integrated email marketing to utilize customer data for personalized, automated email campaigns that enhance engagement and retention
  • Customer retention tools that implement strategies for sustaining customer interest, which reduces acquisition costs and increases margins
  • Marketing effectiveness tracking to link sales and ad performance, assessing and optimizing marketing strategies
  • Targeted customer interaction, enabling quick creation and sending of customized offers to specific customer groups to improve sales outcomes
  • Easy installation and support, ensuring smooth operation with minimal setup time
  • Diverse pricing plans, offering options tailored to different business needs from essential analytics to advanced customer engagement strategies
  • No free plan is available
  • Some users experienced difficulties with the initial setup and integration process
Demo Store Get App

Revamp CRM for B2B wholesale

image

Revamp CRM for B2B Wholesale is a Shopify app designed to improve customer relationship management for wholesale businesses. It offers tools to manage sales activities, automate marketing efforts, and track customer interactions.

The app consolidates customer profiles, online orders, notes, and tags in one place, allowing businesses to keep track of all interactions efficiently. Customer segmentation is possible with over 40 data points, enabling targeted marketing and personalized communication. Forecasting next order dates, order cycles, average order value, and total sales helps businesses plan better and optimize their inventory and sales strategies.

Revamp CRM supports tasks and workflows, assisting teams in managing sales processes and tracking performance effectively. The app integrates with tools like Mailchimp, ActiveCampaign, Wufoo, and Zapier, ensuring a seamless data flow across platforms. It’s designed to cater to both B2B and B2C customers, making it versatile for different business models.

Customer support is generally responsive, with live chat and email support available. However, some users have reported issues with timely updates and responsiveness. Pricing starts with a free plan that includes daily sync, one-month order history, and basic CRM features. The Starter plan, at $9 per user per month, offers hourly sync and additional features. The Sales plan at $19 per user per month adds complete order history and advanced tasks. The Insights plan, priced at $28 per user per month, includes customer classification and detailed insights.

Overall, Revamp CRM for B2B Wholesale is a robust tool for managing customer relationships and sales activities in wholesale businesses. For more detailed information and user reviews, exploring the Shopify App Store is recommended.

  • Free plan is available
  • 14 day free trial is available
  • The app offers a complete view of customers, including orders, notes, tags, and tasks
  • It helps manage sales activities, automate processes, collect feedback, and track performance
  • The app allows customer segmentation using over 40 data points
  • It provides insights such as RFM classification, forecasted next order date, order cycle, and average order value
  • It syncs tags with Shopify to keep data up-to-date
  • The app integrates with various apps through Zapier
  • It supports grouping tasks into sales plans and tracking outcomes
  • The app automates customer journeys with email sequences and follow-up tasks
  • It supports custom fields and detailed notes for personalization
  • The app works with tools like Mailchimp, ActiveCampaign, and Cin7
  • Users report difficulties with the initial setup and finding the app's interface confusing
Demo Store Get App

How to Find The Best CRM Shopify App?

 

These five CRM apps for Shopify are ranked based on the following criteria: 

  • Features 
  • Price
  • Rating on the Shopify app store
  • Free trial availability
  • Free app options
  • Compatibility with other top apps
  • Number of apps the app provider operates 
  • Pros and cons
  • Built for Shopify badge 
  • Reviews and assessment by AcquireConvert

 

What are Shopify CRM apps?

Shopify CRM apps are tools that help online stores manage customer relationships more effectively. These apps centralize customer data, track interactions, and automate marketing efforts to improve customer engagement and drive sales.

One of the main features of Shopify CRM apps is the ability to manage customer data in one place. This typically involves consolidating contact details, purchase history, and communication logs. This feature helps store owners understand customer behavior and preferences better, leading to more personalized marketing efforts.

Another key feature is customer segmentation. Shopify CRM apps allow store owners to segment customers based on various criteria, such as purchase history, browsing behavior, and demographics. This segmentation enables targeted marketing campaigns, which can improve conversion rates and customer retention.

Automated marketing is also a significant benefit of these apps. They can automate email marketing, SMS campaigns, and follow-ups, including workflows for welcome emails, abandoned cart reminders, and promotional offers. This automation ensures timely and relevant communication with customers.

Sales and performance tracking is another important aspect. CRM apps provide analytics and reporting tools to track sales performance, customer lifetime value, and campaign effectiveness. These insights help store owners optimize their marketing strategies and improve customer retention.

Task and workflow management features help sales teams stay organized and track their progress. This ensures that no customer interaction is missed and that sales processes run smoothly.

Integration with other tools is crucial for seamless operations. Many Shopify CRM apps integrate with email marketing platforms, social media, and customer service software, ensuring a cohesive marketing strategy across different channels.

Overall, Shopify CRM apps are essential for managing customer relationships, automating marketing tasks, and gaining insights into customer behavior. For more detailed information and options, exploring various apps available on the Shopify App Store is recommended​.

 

What is the best way to send a CRM notification to customers?

The best way to send a CRM notification to customers involves clear communication, personalization, and using reliable tools. Firstly, employ CRM tools like HubSpot, Salesforce, or Shopify CRM apps to automate the notification process. These tools can schedule and send notifications at optimal times, ensuring timely communication.

Personalizing the notifications is crucial. Address customers by their names and include specific details about their interactions or purchases. Personalized messages make the communication feel more relevant and engaging to the customer.

Using multiple communication channels can enhance the effectiveness of your notifications. Sending notifications through email, SMS, and push notifications ensures that customers receive the information in their preferred format.

Timing is also important. Send notifications at times when customers are most likely to engage, such as after a purchase, during abandoned cart follow-ups, or when offering special promotions. Follow up with reminders if necessary to ensure the customer sees and acts on the notification.

Ensure your notifications are clear and concise, providing all necessary information without overwhelming the customer. Use a friendly and professional tone to maintain a positive relationship with the customer.

By combining automated tools, personalized messaging, multiple channels, and timely communication, you can effectively manage CRM notifications and enhance the customer experience.

 

Do CRM convert to sales?

 

Yes, CRM systems can effectively convert to sales. By centralizing customer data and tracking interactions, CRM systems enable businesses to understand customer behavior better and personalize their marketing efforts. This understanding and personalization lead to higher customer engagement and improved sales conversions.

CRM systems facilitate targeted marketing campaigns. By segmenting customers based on their preferences and purchase history, businesses can send tailored promotions and offers, which are more likely to resonate with customers and drive sales. For example, sending a personalized email to a customer with product recommendations based on their past purchases can significantly increase the likelihood of a sale.

Automated follow-ups are another way CRMs contribute to sales. CRM systems can automate email and SMS campaigns, such as sending reminders about abandoned carts or following up after a purchase with cross-sell and up-sell opportunities. These automated touchpoints keep the brand top-of-mind for customers and encourage repeat purchases.

Additionally, CRM systems provide valuable insights through analytics and reporting tools. These insights help businesses identify trends, measure campaign effectiveness, and optimize their sales strategies. Understanding what works and what doesn’t allows businesses to refine their approach and improve their sales tactics.

In summary, CRM systems enhance customer relationship management, enable targeted and personalized marketing, automate follow-ups, and provide actionable insights, all of which contribute to increased sales. For more detailed information, exploring various CRM apps available on the Shopify App Store and user reviews can provide additional insights.

Conclusion: Best Shopify CRM Apps

 

It requires time and effort to compare and evaluate features of the various different CRM Shopify apps to find the ideal option. 

Shopify store owners must evaluate relevant information to make the optimal choice for their needs. 

This guide does the challenging work for merchants by comparing and evaluating the top choices for different CRM Shopify apps. The results of our analysis of the best CRM Shopify apps are listed below:

  1. Avada Email Marketing & SMS
  2. Shop Phone Alerts & Auto Email
  3. Drip: Email Marketing & Popups
  4. Metrilo Growth Platform
  5. Revamp CRM for B2B wholesale
Giles Thomas is the author of AcquireConvert.com. He is an experienced ecommerce expert. He is the CEO of Whole Design Studios an official Shopify expert and partner agency since 2014. He is also the Executive Director of FOE.Global, where he runs a merger and acquisitions fund for web 2 digital assets. He was previously the head marketing mentor at the Google Launchpad accelerator where he helped incubate many ecommerce brands. He is also a member of the Shopify commerce coach progam. You can find him on Linkedin and the agency Whole Design Studios on Linkedin as well. You can also follow Giles on his AcquireConvert profiles on Youtube, Twitter and Facebook.