Categories   >   Ecommerce CRM Software
Last Reviewed: November 15th, 2024

Best Ecommerce CRM Software Of 2024

What is Ecommerce CRM Software?

Ecommerce CRM software zeroes in on nurturing personalized, scalable customer relationships in e-commerce sectors - a nifty tool for steering customer data management and sales pipeline. Adept at solving the hassles of fragmented customer data, this software centralizes information, mitigating the risk of dropping sales leads. It plays a pivotal role in integrating diverse customer data streams, fostering meaningful customer engagements and tracking customer life cycle, thereby building stickier customer relationships. Key features often envelop contact management, sales forecasting, analytics, and newer entrants like AI-driven personalized recommendations. Expansive enough to serve both SMEs and large corporations in the e-commerce and retail industry, its edge lies in fine-tuning customer experiences. However, it share's CSS's limitation - redundancy with other customer management tools creates implementation challenges. Ecommerce CRM, in conclusion, offers a one-stop solution for nurturing customer relationships, driving personalized interactions and sales, demand-aware integration with the rest of the business strategy being key requisites.

What Are The Key Benefits of Ecommerce CRM Software?

  • Centralizes customer data
  • Enhances customer engagement
  • Bolsters sales forecasting
  • Facilitates personalized marketing
  • Manages sales pipeline
  • Improves customer lifecycle tracking
  • Nurtures customer relationships
  • AI-driven customer insights
  • Improves operational efficiency
  • Creates targeted promotions
Read more

Overall

Based on the latest available data collected by SelectHub for 158 solutions, we determined the following solutions are the best Ecommerce CRM Software overall:

Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Salesforce Sales Cloud
Salesforce Sales Cloud
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce Sales Cloud

Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.

Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.

We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.

Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.

Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.

Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

Pros & Cons

  • Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
  • Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
  • Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
  • Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
  • Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
  • Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
  • Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.

Key Features

  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.

Pricing

License/Subscription Cost
  • Based on a recurring subscription-based model: per user, per month (billed annually)
  • All products require an annual contract
  • Cost varies depending on the package selected — Lightning Essentials, Lightning Professional, Lightning Enterprise or Lightning Unlimited (refer to the pricing section for details)
Maintenance Cost
  • Included in the subscription cost
  • Users aren’t required to pay server fees or annual maintenance charges
  • Provides technical support and Help Center to resolve issues.
  • Streamlines the implementation process through videos, training and certification, a customer community, documentation, interactive tutorials, and webinars
Installation/Implementation Cost
  • The cost is over and above the subscription cost
  • Salesforce implementation can cost anywhere between $2,000 and $20,000, delivered within 2-3 weeks or 2 months
  • Salesforce implementation partners/contractors handle implementation, charging anywhere from $16/hour to over $190/hour
Customization Cost
  • Cost varies depending on the selected plan and any functional requirements added to the basic business requirements
  • Add-on charges include $50/user/month for knowledge base access and $250/GB/month for additional data storage capacity
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount of CRM data to be migrated, such as opportunities, cases, activities, contracts, orders, invoices, data duplication, data archiving and restoration
Recurring/Renewal Costs
  • Renewal cost is included in the subscription fee
  • Users may incur additional costs for premium support services, application administration, data archiving and restoration services chosen, if any
Zoho CRM
Zoho CRM
Start Price
$14
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Zoho CRM

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.

During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.

However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Pros & Cons

  • Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
  • Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
  • Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
  • Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
  • Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
  • Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
  • Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Key Features

  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
HubSpot CRM
HubSpot CRM
Start Price
$1,080
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked HubSpot CRM

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Pros & Cons

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 
Insightly
Insightly
Start Price
$29
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Insightly

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Pros & Cons

  • Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
  • Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
  • Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
  • Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
  • Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
  • Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
  • Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
  • Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Key Features

  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
Streak CRM
Streak CRM
Start Price
$0
Free, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Streak CRM

Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

Pros & Cons

  • Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
  • G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
  • Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
  • Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
  • Reminders: Every user who refers to this feature liked the ability to frequently follow up
  • Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
  • Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
  • Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
  • Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
  • Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.

Key Features

  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Freshsales
Freshsales
Start Price
$9
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Freshsales

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Pros & Cons

  • Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
  • Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
  • Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
  • Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
  • Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
  • Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
  • Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Key Features

  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
Spiro
Spiro
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Spiro

Spiro enables SMBs to simplify their sales and communications with a user-friendly platform that’s built on AI. Given the central role AI plays, it stands out as a feature many users find to be helpful, particularly when paired with BI to improve sales efficiency. The built-in calling and messaging feature helps users stay connected to prospects, increasing the chances of conversion. Reviews also report that customer support is timely and helpful. Some limitations include slow functionality while reporting and inaccurate automatic data capturing. Overall, those looking for a solution to handle many sales activities without using a traditional CRM product may find it to be a good choice.

Pros & Cons

  • Ease of Use: The software is easy to use and customize to meet business processes and sales requirements, according to 83% of users referencing this aspect.
  • Artificial Intelligence: All reviews on this feature say the combination of AI and BI helps the sales team to work more fluidly and more efficiently.
  • Customer Service: The turnaround time and product understanding offered by the support team is very helpful, suggest 100% of reviews citing customer support.
  • Data Capturing: Automated data entry lacks precision and isn't streamlined enough for immediate business use, note 66% of users mentioning this feature.
  • Analytics and Reporting: The lack of proper filtering and functions slow processes down even with automation in place, in the experience of 66% of users reviewing this element.

Key Features

  • CRM Capabilities: While not a traditional CRM, it executes data collection, automatically gleaning information from emails, text messages and calls to measure engagement levels. 
  • Pipelines: Provides a clear view of each deal and has the option to create multiple pipelines to fit internal processes. Offers different views, such as by sales or stage priority. 
  • Analytics and Reports: Understand prospects, customers, opportunities and forecasts better through objective analysis of customer engagements at every stage. Report types include chart, pivot, summary and tabular. 
  • Mobile Apps: Apps for iOS and Android devices allow access to pipelines, reports, contacts, leads and customer records on the go. 
  • Integrations: Connect with many other types of business platforms, including CRM, ERP and customer support, along with tools like Slack, Office 365, Gmail and Outlook. 
  • Email: Supports emailing up to 500 contacts at once along with the option to schedule the emails in advance. Includes reusable templates for common types of messages. Integrate with a marketing automation solution to receive full email marketing capabilities. 
  • VoIP: Available on desktop or via mobile app. Includes one-click dialing, text message support, call recording, interactive

COMPARE THE BEST Ecommerce CRM Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Ecommerce CRM Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Salesforce Sales Cloud
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce Sales Cloud
Zoho CRM
$14
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Zoho CRM
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
HubSpot CRM
$1,080
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
HubSpot CRM
Insightly
$29
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Insightly
Streak CRM
$0
Free, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Streak CRM
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Freshsales
$9
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Freshsales
Spiro
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Spiro

All Ecommerce CRM Software (158 found)

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ConvergeHub

by Converge Enterprise
ConvergeHub
ConvergeHub is a cloud-based solution that helps businesses manage sales, marketing, internal coordination and service processes from a single location to grow leads, nurture prospects, close sales and provide support to customers. It supports the end-to-end customer lifecycle by generating leads, managing campaigns, prospects, and sales, handling support tickets, creating contracts, storing digitized documents and more. Suitable to businesses of all sizes, it can be configured to match individual business requirements, automate processes, and boost productivity and revenue.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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PlanPlus Online

by Complete XRM
PlanPlus Online
PlanPlus Online is a cloud-based solution to increase productivity and achievement across organizations. It helps individuals and organizations seamlessly increase productivity with contact management, task management, calendar set-up, daily notes and an online planner. It also enables collaboration, sales, marketing and project management with critical productivity metrics for businesses. It combines with multiple devices and technologies, including iOS, Android, Gmail, Google Calendar, Microsoft Outlook and more, to synchronize workflows across multiple stages. Developers can rely on SOAP and RESTful API endpoints to work virtually with any third-party technology.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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Salsa CRM

by Salsa Labs
Salsa CRM
Salsa CRM offers a platform designed to assist non-profit organizations, providing a seamless experience with operational activities such as fundraising, donation management, online advocacy and much more. Users can leverage it to deepen donor relations, track and nurture staff efficiency, and accelerate fundraising efforts. Users can align offline and online inputs to work in sync with ongoing and upcoming campaigns.It takes care of digital needs by maintaining an online presence for users and also integrates marketing automation and event registration. It also offers policy, development and communication for internal teams.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Salonist

by Shrivra
Salonist
Salonist is a cloud-based digital solution that simplifies appointment scheduling, queue administration, invoice generation and data management for salon and spa businesses. Its unified dashboard covers online booking, slot allocation, offline booking, package booking, membership management and more. It assists in improving customer experience and aligns business operations. Users can simplify and automate time-sensitive and daily tasks, send payment invoices and maintain customer relationships. Additionally, it also offers payroll and employee profile management.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
Cloud On-Premise
Platform
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Survicate

by Survicate
Survicate
Survicate is a web and app-based tool built to streamline and optimize customer feedback management. It provides a single hub to store and manage feedback from multiple sources. Users can access insights throughout the customer journey to improve engagement and retention.It offers collected data via customizable email, link, web and mobile surveys. Track, filter and analyze responses and view automated reports. Its native integration with various CRM platforms allows users to export survey results.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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SAP Commerce Cloud

by SAP America
SAP Commerce Cloud
SAP Commerce Cloud helps online businesses manage omnichannel commerce. It enables enterprises to deliver personalized customer experiences from acquisition to retention and unify every touchpoint, including online, social media, mobile, POS and more.Its features include omnichannel marketing, product information, order and customer experience management, analytics, and more. Use the headless architecture to customize the backend and add required functionalities through plug-and-play integrations.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Unilog

by Unilog
Unilog
Unilog is a flexible, cloud-based platform designed specifically for mid-market B2B distributors, manufacturers and wholesalers looking to sell online. It digitizes the entire commerce process from customers setting up business accounts to final delivery.Its core components include a website builder, product information management (PIM), content management system (CMS), site search analytics, event management and a mobile app. It helps businesses enrich product catalogs and syndicate on multiple listing sites.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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AddressTwo

by Carter and Company
AddressTwo
AddressTwo is a cloud-based, business-centric solution that focuses on customers and building and nurturing intentional relationships and artisanal customer experiences with them. It manages leads, organizes contacts, and sends notifications for important tasks and activities. It automates repetitive administrative and operation tasks, making more time for team productivity and customer satisfaction. Offers a simplified and customizable dashboard for ease of use and more accessible user adoption. It offers lead generation, built-in follow-up, email marketing, direct mail marketing, consulting and more.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Virtuous CRM

by Virtuous Software
Virtuous CRM
Virtuous CRM is a cloud-based tool that helps non-profit organizations build better relationships with existing and potential donors at scale. It automates contact management, marketing and outreach with personalized messages, prompting users for donation at optimal times. It leverages data and predictive analysis to ensure smooth donor management, manages complex fundraising requirements, handles backend payment processing and helps organizations grow their donor base.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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GrowthZone

by MicroNet, Inc.
GrowthZone
GrowthZone (formerly known as MemberZone) is an association management software that has marketing automation and prospecting built in for greater functionality. It also has productivity modules to help users with day-to-day tasks.It assists businesses with growth in a risk-free manner and drives efficiency by eliminating unnecessary processes. It also facilitates the elimination of duplicate data, report accuracy, dashboard customization, and real-time communication and updates.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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AllClients

by AllClients
AllClients
AllClients is a versatile CRM software designed to streamline client management tasks, making it particularly beneficial for small to medium-sized businesses across various industries such as real estate, consulting, and service-based sectors. Its user-friendly interface offers unique features like automated follow-ups, email marketing, and contact management, which enhance productivity and client engagement. Users appreciate its simplicity and the ability to customize workflows to fit specific business needs. Compared to similar products, AllClients stands out for its intuitive design and comprehensive support options. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a tailored quote that aligns with their specific requirements. This ensures businesses can effectively budget for the software while maximizing its potential benefits. Overall, AllClients provides a robust solution for businesses seeking to improve their customer relationship management processes.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Adobe Commerce

by Adobe
Adobe Commerce
Adobe Commerce is an end-to-end platform for creating digital storefronts, managing catalogs, setting up fulfillment workflows, and personalizing shopper experiences based on location, preferences, and navigation history. It supports all the major eCommerce business models, including B2B, D2C, dropshipping and B2C.It provides tools for catalog management, inventory control, order processing and customer management. Businesses can efficiently organize their product information, track stock levels, handle orders and maintain detailed customer records. The platform also offers dynamic pricing and promotions, allowing businesses to implement various pricing strategies and create targeted marketing campaigns.One of its key strengths is the ability to handle complex B2B scenarios. It supports features like multi-tier pricing, customer-specific catalogs and complex approval workflows. Additionally, the platform offers tools for quote management, contract management and purchase order processing, making it suitable for businesses dealing with large-scale transactions and multiple buyers.The platform also supports personalization and customer experience optimization. It offers data analytics to provide insights into customer behavior, allowing businesses to tailor product recommendations, promotions and content to individual customers. Integration with other Adobe Experience Cloud solutions enables a holistic view of the customer journey, helping deliver consistent experiences across different channels.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Agendize

by Agendize
Agendize
Agendize is a versatile appointment scheduling and customer engagement platform used by businesses across various industries. It offers a range of key features, including robust appointment scheduling, multi-channel integration, and automation, which streamline operations and enhance customer experiences. Users appreciate its user-friendly interface and customization options, along with responsive customer support. Agendize is known for its cost-efficiency and mobile accessibility, making it accessible to a broad user base. Users believe that Agendize holds its own against similar products, citing its strengths in appointment scheduling and multi-channel integration. However, some note limitations in terms of customization and pricing when compared to other offerings in the market. Pros Efficient Scheduling Detailed Analytics Client Management Cons Limited Customization Integration Challenges Lack of Advanced Features
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Shape Software

by Shape Software
Shape Software
Shape Software offers a comprehensive solution for managing customer relationships and tasks, making it ideal for industries like real estate, legal, and healthcare. Its robust CRM capabilities streamline client interactions, automate workflows, and enhance productivity. Users appreciate its intuitive interface and customizable features, which include lead management, email marketing, and reporting tools. Shape Software stands out with its seamless integration options and mobile accessibility, allowing professionals to manage their operations on the go. Compared to similar products, users often highlight its user-friendly design and efficient customer support. Pricing details are not explicitly available, so it's advisable to contact SelectHub for a tailored quote. This ensures that businesses can align the software's capabilities with their specific needs and budget. Overall, Shape Software is a versatile and dynamic tool that effectively supports businesses in optimizing their customer relationship management processes.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Talisma

by Talisma Corporation
Talisma
Talisma is a sales and marketing technology solution that adds value to customer engagement and increases productivity. It helps companies empower, enable and engage with their customers through Formal Technical Review (FTR) to deliver quality-controlled activities. Users can identify customer characteristics and utilize upselling and cross-selling for maximum success. It also offers industry-specific domains, cloud deployment, integrated lead management, flexible business modeling, domain management and more to make digital marketing easy.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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FunnelMaker

by TriageTech LLC
FunnelMaker
FunnelMaker is a comprehensive software solution designed to streamline CRM and marketing tasks, making it an ideal choice for businesses seeking to enhance customer relationship management and marketing efficiency. It caters to a wide range of industries, including real estate, healthcare, and financial services, due to its versatile features. Users benefit from its robust capabilities such as email marketing automation, lead tracking, and detailed analytics, which empower businesses to optimize their marketing strategies and improve customer engagement. FunnelMaker stands out with its user-friendly interface and customizable options, allowing businesses to tailor the platform to their specific needs. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a personalized quote. Compared to similar products, FunnelMaker is praised for its intuitive design and comprehensive feature set, making it a valuable tool for businesses aiming to enhance their CRM and marketing efforts.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Engaging Networks

by Engaging Networks
Engaging Networks
Engaging Networks is an online platform that helps accelerate fundraising, run campaigns efficiently and leverage funds for various causes through e-commerce. Users can raise money through donations, advocacy, email marketing, membership, events, peer-to-peer support and more. Accessible Intelligence, a sister company, offers AI and machine learning to help analyze donor actions, suggest recommendations and predict and produce strategic outcomes. The easy-to-use, flexible and unified dashboard renders pages in over 140 languages. Multiple currency payment ensures easy online donation collection from anywhere in the world.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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YetiForce

by YetiForce Sp. z o.o.
YetiForce
YetiForce is a comprehensive CRM software designed to streamline business processes, making it particularly suitable for industries like sales, marketing, and customer service. It offers a robust suite of features including contact management, sales automation, and project management, which are essential for enhancing customer relationships and improving operational efficiency. Users appreciate its flexibility and customization options, allowing businesses to tailor the system to their specific needs. YetiForce stands out with its open-source nature, providing a cost-effective solution compared to proprietary systems. This adaptability makes it ideal for small to medium-sized enterprises seeking a scalable CRM solution. While pricing details are not explicitly provided, potential users are encouraged to contact SelectHub for a tailored quote. Overall, YetiForce is praised for its user-friendly interface and powerful functionality, making it a compelling choice for organizations aiming to optimize their customer management strategies.
Cost Breakdown
$10 or less
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Oracle Sales Cloud

by Oracle America
Oracle Sales Cloud
Oracle Sales Cloud is a cloud-based customer relationship management (CRM) platform designed to simplify the sales process for organizations of all sizes. It offers various features, including lead management, opportunity tracking, forecasting and quoting.It’s great for businesses wanting a complete system that can grow with them. Key benefits include increased sales productivity, improved forecasting accuracy and better customer relationships.The platform also offers mobile access, social media integration and advanced analytics. While users generally appreciate its robust features, ease of use and scalability, some find it pricey and challenging to learn initially.Oracle Sales offers various pricing plans to meet the needs of different businesses. The basic plan starts at $75 per user per month, while the enterprise plan can cost several thousand dollars per month. It also provides a free trial that allows users to try the platform before they buy. Pros Comprehensive features Easy-to-use interface Scalable for large teams Mobile access and collaboration Advanced analytics and reporting Cons High implementation cost Steep learning curve Limited customization options Integration challenges
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Salesmate

by Salesmate
Salesmate
Salesmate is a versatile software solution designed to streamline customer relationship management (CRM) and task management for businesses. It is particularly well-suited for small to medium-sized enterprises seeking to enhance their sales processes and improve customer interactions. The platform's intuitive interface and robust features make it an attractive option for teams looking to boost productivity and efficiency. Users appreciate Salesmate for its comprehensive suite of tools, including contact management, sales pipeline tracking, and automation capabilities. These features help businesses maintain organized workflows and foster better communication with clients. Additionally, Salesmate offers insightful analytics and reporting, enabling companies to make data-driven decisions. In terms of pricing, Salesmate is competitively positioned, typically charging on a per-user, per-month basis, making it accessible for growing teams. Compared to similar products, users often highlight its ease of use and the value it provides for the cost, making it a compelling choice for those in need of a reliable CRM solution.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Pricing Guide

See the Price/User for the top Ecommerce CRM Software… plus the most important considerations and questions to ask when shopping.

Buyer's Guide

Ecommerce CRM Software Is All About Retaining Customers and Selling More

By Shweta Joshi, Market Analyst and Technical Content Writer at SelectHub

eCommerce CRM Software BG Intro

Ecommerce CRM software centralizes customer databases, manages all customer touchpoints and provides analytics to continually optimize operations.

With the number of global eCommerce users expected to grow to 5,263.6 million by 2027, handling your organization’s customer relationships is imperative.

If your company has outgrown managing its processes and interactions, or you’re scouting for a better way to manage omnichannel marketing campaigns, you’ve come to the right place. In this buyer’s guide, we’ll go over the benefits and features of an eCommerce CRM to help you pick an ideal solution.

Executive Summary

  • Ecommerce CRM software helps online businesses build customer retention and sell more.
  • The ideal eCommerce CRM solution offers capabilities to centralize customer databases, streamline customer interactions, manage marketing campaigns, offer omnichannel support, and provide detailed insights and analytics on key business metrics.
  • Make sure to ask potential vendors some important questions you have about the software before committing to a purchase.
What This Guide Covers:

What Is Ecommerce CRM Software?

Ecommerce CRM software is a set of tools that helps eCommerce businesses manage and optimize customer interactions and relationships. By providing a central platform for managing customer data, communication, and interactions, eCommerce CRM software assists businesses with increasing customer satisfaction, retention and loyalty to drive more sales and revenue.

Primary Benefits

An eCommerce CRM differs slightly from traditional CRM in terms of the benefits they deliver. The right eCommerce CRM can benefit a business in many ways. But some of the primary advantages include:

eCommerce CRM Software Benefits

Centralize Customer Databases

Ecommerce CRM Software Categories

Ecommerce CRM software captures and stores customer data in a single, centralized database. This data can include customer contact information, purchase history, preferences, and feedback and can be used to create personalized and targeted marketing campaigns.

These tools help online businesses segment their customers based on purchase history, then send targeted emails or promotions to these segments, offering products and services that match their interests.

Streamline Customer Communication

An eCommerce CRM system can automate and streamline customer interactions and communication. It can automate customer service tasks, such as responding to common customer inquiries or complaints and sending personalized order confirmations and shipping notifications. These features can help businesses save time and resources and allow them to focus on more strategic and high-value tasks.

Leverage Analytics

These platforms provide valuable insights and analytics that can help businesses understand their customers and their needs. It can track customer engagement and behavior, such as website visits, clicks and purchases, while providing detailed reports and analytics.

Businesses can identify trends and patterns and make data-driven decisions about their marketing and sales strategies.

Key Features & Functionality

Ecommerce CRM software has a wide range of capabilities, and the features will vary from provider to provider. However, here are some standard features found in the majority of products:

Centralized Customer Database

Capture and store customer data in a single, centralized database. Include customer contact information, purchase history, preferences and feedback. Use the database to create personalized and targeted marketing campaigns.
Automated Customer Communication

Streamline customer interactions and communication, such as responding to common customer inquiries and complaints or sending personalized order and shipping notifications.
Segmentation and Targeting

Segment customers based on various criteria, such as purchase history, preferences or feedback, and then send targeted marketing campaigns to these segments.
Campaign Management

Manage a wide array of marketing efforts and collect data to determine which campaigns work or need improvement. While support for email and social media campaigns is basic, some vendors may include SMS, direct mail, and additional channels to reach target audiences.
Omnichannel Support

Orchestrate and track customer interactions across several channels like emails, messages, social media platforms and website engagement.
Analytics and Reporting

This feature can include tracking customer engagement and behavior, such as website visits, clicks, and purchases.
Third-party Integrations

Ecommerce CRM software can integrate with other systems and tools, such as email marketing platforms, social media networks and payment gateways, to provide a seamless and comprehensive customer experience.

Software Comparison Strategy

Now you understand what features to look for in an eCommerce CRM. But, with the sheer number of options on the market, how do you make the right decision? Every organization is different, and when comparing software, you need to keep your organization’s specific needs in mind.

Determining your organizational needs is a good first step in your software comparison strategy. Think carefully about factors like the nature of your industry and the customers you typically serve.

Next, you need to research potential vendors. You can check online reviews, read industry guides and ask colleagues for their recommendations. Some vendors may even offer a free trial so you can see how your employees do with the program before committing.

With dozens of platform options and thousands of features, selecting suitable cleaning service software can be overwhelming. Fortunately, SelectHub provides a detailed guide on choosing the right business software via lean selection.

Cost & Pricing Considerations

Between 2017 and mid-2022, global investment in e-commerce software companies, including eCommerce CRM, reached an all-time peak in 2021, with over 4.8 billion U.S. dollars.

The overall cost of eCommerce CRM software can vary depending on the specific solution, features, and level of support and training. It’s important for businesses to carefully consider their needs and requirements and evaluate different software solutions to find the right balance of cost and capabilities. The important factors that affect the cost of a system include:

Pricing and Deployment Model

Ecommerce CRM software typically offer one of three pricing models: subscription-based, pay-as-you-go, or one-time purchase. Subscription-based pricing typically involves paying a monthly or annual fee, while pay-as-you-go pricing charges based on the number of users or interactions. One-time purchase pricing involves a single payment for the software but may require additional fees for updates or support.

Similarly, it can have three deployment methods – cloud-based, on-premise and hybrid. While on-premise software usually has a one-time purchase and deployment pricing, cloud and hybrid models have subscription and pay-as-you-go pricing plans. Check these two factors for any potential vendor first, as they have a large impact on costs.

Features and Customizations

Some software may provide basic customer management and communication tools, while others may offer more advanced features, such as analytics and reporting or integration with other systems. Customization can also be requested in some cases, such as adding custom fields and data points, integrating with other systems of tools, or developing custom features and functionalities.

Support and Training

Different vendors offer different levels of support and training, ranging from self-service online resources to dedicated support teams and on-site training. The level of support and training can impact the cost of eCommerce CRM software.

The Most Popular Ecommerce CRM Software

Now that you have the lay of the land, let’s examine some leading eCommerce CRM software. While there’s no such thing as an objective list of “best software,” here’s a quick overview of the highest-rated products according to our analysts.

Zoho CRM

With a pay-as-you-go pricing model, Zoho CRM caters to online businesses with capabilities like sales enablement, performance management, automation, lead and contact management, and team collaboration. One notable feature is its AI assistant Zia, which aids productivity, enhances data accuracy and helps users work smarter.

Zoho CRM

Analytics with Zoho CRM.

Salesforce Sales Cloud

Salesforce Sales Cloud is a subscription-based eCommerce software solution that offers a range of features and capabilities, including customer data management, communication and interaction, analytics and reporting, and integration with other systems.

Salesforce Sales Cloud

Reports by Salesforce Sales Cloud.

HubSpot Sales

Equipped with a multitude of sales tools, HubSpot Sales helps users save time by efficiently managing processes. Its user-friendly feature set includes configurable pipelines, quote tools, templates, meeting scheduling, sales automation, playbooks and call tracking. It’s easy to extend capabilities by adding other HubSpot products to achieve coverage across the entire customer lifecycle.

HubSpot Sales

Dashboard of HubSpot Sales.

 

 

Questions To Ask

Choosing an eCommerce CRM can be a complicated task. There are numerous vendors available on the market with different features, benefits and other facets. Before you search for the ideal solution, ask these guiding questions to better understand your company’s requirements:

  • How will this tool help my organization grow?
  • Who will be using the platform regularly? How many users will be required?
  • Which is better: cloud or on-premise deployment?
  • Which must-have features do I need in the solution, and are they included in the plan that fits my budget?
  • What level of customization and scalability is required?

eCommerce CRM Software Key Questions To Ask

These questions will help you discuss your requirements with vendors:

  • What’s the learning curve, and is training provided to support user adoption?
  • How often are updates and enhancements offered? How do they affect the accessibility of the software?
  • Does this vendor specialize in serving small, medium or large organizations?
  • Does this company have a proven track record of customer success?
  • What security and redundancy protocols are in place to protect data?

Next Steps

Choosing eCommerce CRM software that aligns with your business needs requires meticulous research and consideration. But once you land on the system that fits you like a glove, you’ll see improvements in your day-to-day operations.

The right eCommerce CRM solution will streamline business operations, optimize customer interactions and help you sell more. Hopefully, this buyer’s guide serves its intended purpose of being useful in your software selection process.

Still feeling overwhelmed in your product search? Get started today with our comparison report to gain insight into top software leaders.

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Manogna Chandrika
By Manogna Chandrika Matta
Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
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Joan
Technical Research By Joan Akash
Senior Analyst
Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry.
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Manan
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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