Managing customer relationships is a critical aspect of running a successful eCommerce business. While Magento is a popular choice of over 250,000 companies worldwide, it’s not inherently marketing-oriented. Therefore, if you want to maximize your store’s potential and enhance the productivity of customer-centric activities, you need to integrate a comprehensive Magento CRM system.
Perhaps with so many Magento CRM extensions on the market, comparing them may leave you confused. Understanding that, we’ve compiled a list of the top 7 Magento CRM tools for 2023, about their features, pricing, pros, cons, and more. With our in-depth comparison, you’re sure to save valuable research time and gain the confidence to make an informed decision.
So why wait? Let’s jump in!
What is Magento CRM?
Magento CRM is software specifically designed to help Magento-based businesses manage and analyze customer interactions and data across their entire journey, from lead generation to sales and customer support.
What is Magento CRM integration?
Magento CRM integration refers to the process of connecting the Magento eCommerce platform with a customer relationship management (CRM) system. This integration allows businesses to streamline their sales and marketing processes by synchronizing customer data between the two systems.
Therefore, businesses can gain a 360-degree view of their customers, including their contact, purchase history, and preferences. Then, businesses can use this information to personalize marketing campaigns, improve customer engagement, and drive sales.
Why is Magento CRM important to the overall customer experience?
The foundation of Magento CRM is straightforward: prioritize the customer. By consistently reviewing every interaction and transaction through the lens of the customer, you can boost their overall experience and loyalty to your business.
The following statistics speak for themselves:
- 73% of customers are willing to pay a premium for exceptional customer service.
- Customer-centric companies tend to be 60% more profitable than their counterparts.
- On the flip side, one negative experience can drive away 1/3 of your customer base, even your loyal fans.
One of the best things about CRM systems is the ability to manage loyalty programs. It not only gathers and stores customer data but also identifies those who are most committed to your company.
Then, you can run these programs at your physical stores with gift cards, store credits, and reward points via a POS system.
>> You might like: 7 top-performing POS systems for QuickBooks integration in 2023
How does the Magento CRM system help your business?
Here are some of the outstanding activities that Magento CRM software offers, but not limited to:
- Centralized customer database in one place
- Automate marketing and sales processes
- Provide insights into customer behaviors and preferences
- All of these points make it a potent tool for businesses looking to enhance their overall customer experience and drive growth.
What are features of a Magento 2 CRM system?
CRM software can simplify and integrate various aspects of your Magento store, including:
- Marketing
- Sales
- Customer service
- Other 3rd-party apps
Make sure your Magento CRM has all the following features to boost productivity in all these areas. Let’s take a closer look!
1. For marketing
- Analyze customer data and insights to improve your marketing strategy and optimize your ROI continually
- Customize landing pages to capture potential leads and improve conversion rates
- Design visually appealing and professional email templates
- Easily manage your marketing team, delegate tasks, and enhance productivity and collaboration
- Increase web engagement and capture valuable information from visitors by using custom popups, signup forms, coupons, and surveys
- Streamline marketing activities from all channels, including social media, email, SMS, site message, and more
2. For sales
- Assign tasks and deals to team members with ease
- Attach relevant documents to contacts, deals, companies, and emails
- Automate repetitive sales tasks such as lead scoring, follow-up emails, and appointment scheduling
- Easily view the sales pipeline and track or move deals effortlessly, giving you a clear picture of your sales progress
- Keep track of all interactions with potential customers, including emails, calls, notes, and lead progress
- Seamlessly pass leads from marketing to sales, ensuring no opportunity falls through the cracks
3. For customer service
- Collect valuable data and keep track of all customer interaction, including purchases, support tickets, and more from one location
- Automate customer service processes such as ticket reply, status, priority, and assignees
- Provide ready-made responses to commonly asked questions to help answer more quickly and consistently to customer inquiries
- Assign tickets, set priorities, and track the status of each ticket to specific agents or teams
- Segment customers and agents into groups based on specific criteria such as demographics, purchase order history and behavior
How to integrate CRM with Magento 2 store?
Many benefits await you if your Magento store integrates with a CRM system. Here are two ways to connect a CRM with your Magento 2:
Magento 2 extension
These extensions are specifically designed to integrate a particular CRM tool with your store and provide real-time data synchronization. Therefore, this is the simplest way to join your Magento store with CRM software.
While the Magento CRM extensions range from free to approximately $400, you only need to pay once.
3rd-party integration service
These services act as intermediaries to connect CRM to your Magento 2 website. They also offer consultation, integration, and customization services tailored to your business needs.
Keep in mind that these services often charge hourly or monthly fees, which can affect your profits if your business is still small or developing. However, a 3rd-party integration service can provide greater customization options than buying extensions.
7 best CRM tools for Magento
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CRM tool |
Pricing | Free trial | Best Magento 2 CRM integration |
| Hubspot | Free plan available | – |
|
| AgileCRM | Free plan available | – |
|
| Salesforce | Custom pricing | Yes |
|
| Zoho CRM | Starting at $14/user/month | Yes |
|
| Freshsales | Starting at $15/user/month | Yes |
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| Vtiger | Starting at $20/user/month | Yes |
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| SugarCRM | Starting at $49/user/month | Yes |
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Hubspot: Best for inbound marketing and lead generation
Pricing: Free Plan available
For individuals and small teams:
- Starter: $30/month
- Professional: $1,600/month
For businesses and enterprises:
- Professional: $1,600/month
Enterprise: $5,000/month
Why we highly recommend Hubspot CRM for Magento
HubSpot provides a robust all-in-one business solution for your Magento store that covers sales, marketing, and customer service. With their scalable solution, HubSpot CRM will grow along with your business. And you can mix and match available tools to fit your business needs.
Whether you have a small or large Magento store, HubSpot CRM can track every detail of your business relationships, handle customer support issues, and manage the sales pipeline all in one place. You can start with the free version and upgrade to the paid plan when you grow.
Highlight features:
- Email tracking, scheduling, live chat, and prospect tracking
- Gmail and Outlook integration and email templates
- Automated logging and updating of customer deals and sales activities
- Instant notifications on lead engagement and a built-in activity stream
- Storage of up to 1 million contacts and company records
- Task scheduling and assignment within the CRM
- Automatic publication of sales activities to a contact’s timeline
| ✔ Pros | ✖ Cons |
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Top Hubspot Magento CRM integrations to boost efficiency
- Hubspot Magento 2 Integration by Mageplaza
- Hubspot CRM Integration by Zapier
- Magento 2 Data Sync app by Hubspot
AgileCRM: Best for businesses with sales, marketing, and service automation features
Pricing: Free plan available (10 users)
- Starter: $8.99/month
- Regular: $29.99/month
- Enterprise: $47.99/month
Why we highly suggest AgileCRM for Magento
AgileCRM is a fantastic all-in-one CRM solution for small and midsize stores to automate and simplify their business operations. With this Magento CRM tool, you can connect your sales, marketing, and customer service teams on one page. This streamlines your business processes and enhances productivity at your Magento store.
It saves you time on all daily tasks, from managing your store contacts to sending personalized messages to the target audience. And with the free plan available, your team can enjoy numerous CRM features that are often available in paid versions of other Magento CRM software.
Furthermore, this free version offers up to 50,000 contacts for you to test the platform and determine if it’s the ideal eCommerce CRM solution for your business.
Highlight features:
- Contact management on a single page with the ability to track deal stages and sales processes
- Pre-made templates for creating mobile-responsive landing pages with high conversion rates
- In-depth email marketing capabilities, including newsletters, analytics, tracking, and follow-up emails
- Self-service portal for handling customer inquiries
- Robust ticketing features to address customer queries that can assign conditions to prioritize tickets
- Visualized reports and analytics to gain insights into key business metrics
| ✔ Pros | ✖ Cons |
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Recommended extensions for integrating AgileCRM and Magento
No require any extension to connect with Magento 2. Read more in this guide: How to integrate Agile CRM with Magento.
Salesforce: Best for enterprise-level businesses
Pricing: Custom pricing
Why we highly recommend Salesforce as one of the 7 best CRM for eCommerce
If you need a powerful and professional CRM tool for your Magento 2 store, you should check out Salesforce! It’s a comprehensive set of CRM solutions suitable for businesses of any size and model.
One thing that sets Salesforce apart from other CRM tools is its advanced features, such as:
- Marketing automation
- Opportunity tracking
- Task management
- Workflow creation
Plus, it offers 4 clouds — Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, focusing on different aspects of your business, such as sales and marketing management.
Highlight features:
- Hassle-free contact management with access to critical customer data and interaction history
- Provide a clear view to deal stage tracking
- Streamlined quoting with product tracking, standard pricing, and built-in PDF delivery to customers
- Monitor marketing activities across all channels
- Agile and easy to configure with a unified code base for faster development
| ✔ Pros | ✖ Cons |
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Some Salesforce Magento CRM extensions connectors worth considering:
- Salesforce CRM Integration by Zapier
- Salesforce CRM Integration for Magento 2 by Mageplaza
- Salesforce Connector for Magento 2 by Webkul
- Salesforce Connector by Folio3
If your data syncing needs exceed the capabilities of these above connectors, check out our more detailed article on Magento Salesforce integration to find a more suitable solution for your business.
Zoho CRM: Best for small businesses with a budget-friendly pricing model
Pricing: No free plan
- Standard: $14/user/month
- Professional: $23/user/month
- Enterprise: $40/user/month
- Ultimate: $52/user/month
Why we highly recommend Zoho CRM integration for Magento
If you’re looking for a great Magento CRM option to manage your business relationships, consider Zoho! They understand small and middle-sized businesses’ challenges and offer comprehensive tools and features to help your Magento store thrive.
These essential functions include storing customer data, automating business procedures, and producing real-time reports.
Plus, they have AI-powered sales assistants to take your workflow automation to the next level.
Besides, Zoho is committed to providing the best CRM for eCommerce at an affordable price, and its system is user-friendly with a minimal learning curve.
Highlight features:
- Customer service automation tools, such as case management and self-service portals to provide better support
- Customizable CRM modules, fields, user interface (canvas), and templates
- Marketing automation tools for email marketing and social media management to drive marketing efforts
- Open API and Developer Space for 3rd-party integration with Xero, Woocommerce, and WordPress
- Sales automation tools for lead and deal management
- Workflow rules, automated advanced reporting, case escalations, and assignment rules
| ✔ Pros | ✖ Cons |
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Suggested Zoho Magento CRM integrations for streamlining sales and marketing:
- Zoho Connector for Magento 2 by Mageplaza
- Zoho CRM Integration by Magenest
- Zoho CRM Connector for Magento 2 by Meetanshi
Freshsales: Best for businesses that need built-in AI capabilities
Pricing: Free plan available
- Grow: $15/user/month
- Pro: $39/user/month
- Enterprise: $69/user/month
Why we highly encourage Freshsales for Magento CRM integrations
Welcome to Freshsale — the all-in-one CRM solution that puts customers at the center of your sales and marketing efforts! Their goal, just like other Magento CRM extensions, is to help merchants facilitate customer management.
With advanced workflow automation and sales intelligence features, Freshsales CRM makes lead segmentation and follow-up emails a breeze. Their automation tools will significantly boost your sales and marketing team’s productivity.
Highlight features:
- Integration with Microsoft Power BI for comprehensive reporting
- Automated lead assignment to streamline sales processes
- Mobile app with voice note features for on-the-go productivity
- Visitor tracking for monitoring user journeys on websites
- Real-time customer service through AI chatbots
- Automated email campaigns for marketing purposes
- 360-degree customer profiles with insights into past interactions
- Multichannel automated nurturing campaigns
| ✔ Pros | ✖ Cons |
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Recommended extensions for integrating Freshsales CRM and Magento:
- Freshsales Connector for Magento 2 by Mageplaza
- Integration by Official Magento 2 Freshsales extension
Vtiger: Best for businesses that prefer open-source flexibility
Pricing: No free plan
One Professional:
- Single App: $20/user/month
- Standard: $30/user/month
One Enterprise:
- Single App: $30/user/month
- Standard: $42/user/month
Why we introduce Vitiger for Magento CRM integration
Vtiger is a user-friendly CRM integration for Magento that has received excellent ratings from users on Trustpilot, Capterra, and G2. It can aid you in every stage of the sales process, from lead capture to collaboration with colleagues and meeting efficiency.
Designed to support small businesses in sales and customer support services, Vtiger is an effective CRM platform that focuses on core functions rather than comprehensive shop management tools. You can easily engage with leads and customers across multiple channels from one dashboard.
Vtiger also allows you to build a marketing pipeline that streamlines all marketing activities, providing an outstanding sales experience for potential customers.
Additionally, they offer a forever-free plan to experience their core functions before you decide to go with them.
Highlight features:
- Offer powerful email and social marketing capabilities to engage prospects
- Track progress with AI-driven insights and automation
- Organization-wide marketing tools, including campaign, email marketing, online lead forms, and product management
- Inventory management functions such as creating products, price books, vendors, quotes, orders
- Ability to save customer-related emails for quick future reference
- Pre-built reports for sales force automation, pipeline analysis, and opportunity insights
| ✔ Pros | ✖ Cons |
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Suggested Vtiger Magento CRM integrations:
- Vtiger CRM Integration by Zapier
- Vtiger CRM Integration for Magento by Appy Pie
SugarCRM: Best for small to mid-sized businesses
Pricing: No free plan
- Sell: $49/user/month
- Serve: $80/user/month
- Enterprise: $85/user/month
- Market: $1,000/month/10K contacts
Why we recommend SugarCRM for Magento stores
SugarCRM claims to be a complete CRM solution that can reduce the headaches and hassles associated with traditional CRMs. With SugarCRM, you can unify all your marketing, sales, and customer service tasks in one place, streamline your team’s workload, and minimize manual tasks.
They divide CRM into three key categories, focusing on the three most crucial parts:
- Sugar Market
- Sugar Sell
- Sugar Serve
This makes it a great Magento CRM system for mid-level enterprises. SugarCRM can be extensively tailored to meet your needs thanks to their open application programming interface (API), mobile software developer kit (SDK), and responsive mobile apps for iOS and Android.
Highlight features:
- Streamlined multichannel marketing with performance metrics
- Data-driven segmentation, automated handoff, and campaign replication
- Accurate prediction models and customizable worksheets
- Self-serve customer information portal with article creation based on support cases
- Detailed product problem tracking with resolution status
- Integrated Gantt charts, task management, and dashboards
- Provide advanced analytics with BI-level reporting
| ✔ Pros | ✖ Cons |
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Some extensions to connect SugarCRM with Magento:
- SugarCRM Connector for Magento 2 by DanmarCRM
- SugarCRM Integration by Mageplaza
- SugarCRM Integration for Magento by Appy Pie
>> You might also want to explore the 7 best SRM software to manage suppliers effectively.
Final verdict – What’s the best Magento CRM software for your store?
It’s difficult to definitively say which is the best Magento CRM software among the 7 best options, as each offers different features and benefits that can suit different businesses. Let us summarize key points for your convenience.
- For small businesses with a limited budget, AgileCRM or Zoho may be a good choice, as they offer affordable plans with basic CRM features.
- However, for businesses looking for a more comprehensive CRM solution with advanced marketing and sales automation, Hubspot or Salesforce may be a better fit.
- Regarding industry-specific needs, Vtiger or SugarCRM may be suitable for eCommerce stores, as they offer sales order management and inventory tracking features.
- Meanwhile, Freshsales CRM may be ideal for service-based businesses since it offers appointment scheduling and call recording features.
There are many available CRM options to choose from. So, you’ll need to evaluate each option carefully based on your budget, industry, and business needs.
If you have any questions or need help with the integration process, contact us to discuss this further. We’re always here to help and support you on your journey towards success. Thank you for reading!
FAQs
Does Magento have a CRM?
No, Magento does not have a built-in CRM system. However, Magento offers integrations with several popular CRM solutions, such as Salesforce, HubSpot, and Zoho CRM.
What is an eCommerce CRM?
eCommerce CRM (e-CRM) is a customer relationship management system designed specifically for online sales and customer interactions. It provides 24/7 monitoring and analysis of customer behavior and sales patterns.
Like traditional CRM, e-CRM can analyse customer data and sales trends and store and organize customer information.
What is an example of CRM integration?
CRM integration refers to connecting a CRM system with an eCommerce platform, like Magento, Shopify, WooCommerce, etc., or with an application to improve customer data management and streamline business processes.
As discussed above, some examples of CRM integrations to connect CRM tools with Magento include Zapier, Mageplaza, and Folio3.
