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There a CRM for Shopify? Yes, Here Are its Best Features

By Special Guest
Shan Ge
January 09, 2019



Shopify has quickly become one of the top players in the ecommerce space with a user-friendly interface for e-tailers around the world. A major factor in its wide appeal is the Shopify Ecommerce App Marketplace that’s full of solutions for sellers to customize their stores. From format and aesthetic to social media and contact options, there’s an app for it. However, there are few options for sellers to get to know their customers as is the function of a CRM, or customer relationship management, tool.


If you are wondering, is there a CRM for Shopify? Lucky, for sellers, yes. Shopify sellers can use the rich data aggregated by a CRM to build better relationships with the people shopping on their sites.

With real-time reporting, detailed customer profiles, streamlined organization tools and add-ons to further boost your store, a Shopify CRM can help you increase sales and transform the way you do business.

Here are the best features of a Shopify CRM.

Detailed Dashboard

Once you connect your Shopify store and all your other sales channels, the CRM will import all the data and give you a holistic look at your store’s performance. Easily see a breakdown of your orders and a timeline showing orders and sales, and never miss another detail with task reminders and your calendar on the dashboard as well. It is the fastest way to track seasonality, trends and your customers’ purchasing (and returning) habits all in one place.

Order Information

The orders that were once simply inventory that you had to ship are now a wealth of information you can use to your advantage. See your orders like never before when the CRM tracks order number, shipping timeline, return information, tracking number, invoice ID and more. Each order is also assigned to a contact in your list so you can understand the needs of that customer, and you can even add notes to orders and connect them to tasks for your To Do list.

Customer Contacts

When you connect your Shopify store to the CRM, you already know that it imports data from your sales channels. But you might not know it takes all the orders in your store’s history and organizes them according to customer. The result is a full contact list of customer profiles that include contact information, order history and more. You can then add as many tags as you want to categorize your customers for future endeavors or just as reminders to thank them for choosing your store.

Organization Tools

Tasks, notes and calendar all come together for a toolkit that will elevate your organization to new heights. With Tasks, you can create entries for each assignment and add details like deadline, delegation or other notes. Notes can be added here or to events on a color-coded calendar that will feel instantly familiar because it’s similar to iCal and Google Calendar. Scheduling and staying on track during the day has never been easier or more streamlined into one easy-to-use tool like in a Shopify CRM.

App Store

The CRM alone will supercharge your Shopify store, but an ever-growing app store gives you even more options to improve performance. Right now, you can connect your preferred email marketing channels that integrate with the CRM customer contact list. There are also options for low-cost shipping and hassle-free returns to model your store after the ecommerce behemoths that are role models for e-tailers everywhere. When you take these extra steps, you’ll see effortless growth—and happier customers. 



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