With the number of retail businesses growing, customers are roaming between retail with laser focus, ready to pounce on the perfect product. But how do you keep them coming back for more? Well, the simple answer to this is “CRM.”
CRM stands for Customer Relationship Management, but think of it as your secret weapon to turn shoppers into loyal fans. However, with the huge pool of CRM software, choosing the right one to meet your requirements can be a hassle. But don’t worry, this post has got you covered.
In this post, you will learn about the best CRM for retail, their features, pricing, and how to choose the right one.
So, let’s get started.
🔑 KEY HIGHLIGHTS
- HubSpot, Pipedrive, Salesforce, Zendesk, and Agile CRM are some of the top retail CRMs.
- Retail CRM software is a customer relationship management system designed to offer specific services to retail businesses.
- Implementing CRM in your retail business can enhance customer loyalty, improve customer service, facilitate data-driven decision-making, and increase sales and revenue.
- Defining your goal and budget, analyzing key features, and marketing automation are some things you must consider before choosing CRM software.
Top CRM for Retail – At a Glance
Numerous CRM tools are available on the market that are beneficial in the retail field, and choosing the right one from such a long list can be a hassle.
So, here is a breakdown of the top retail CRMs to make things easy.
CRM | Pricing | Key Features | Best For |
HubSpot | Starting at $15 per user/month | Customized dashboard, Gmail and Outlook integrations, email marketing, advanced analytics and reporting, ai-powered optimization, workflow automation | Helping businesses maximize sales and grow better |
Pipedrive | Starting at $14 per user/month | Sales automation, lead management, personalize columns and monitor data, AI-powered sales assistant, customizable pipeline, integration | Creating reports for the metrics that matter within the business |
Salesforce | Starting at $25 per user/month | Sales automation, file synchronization, sales collaboration, sales analytics, customer service AI, email integration, process automation | Improving the media and advertising strategy of business |
Monday.com | Starting at $12 per seat/month | Work management, sales pipeline, contact management, customer projects, lead capturing, lead management | Storing operations, product development, range processes, financial payables, marketing, logistics, rostering, staff onboarding, and reporting, |
Zendesk | Starting at $25 per agent/month | Ticketing system, sales engagement tools, help desk automation, integration, answer bot, marketing automation, CRM project management | Customer support and sales teams |
Freshsales | Starting at $11 per user/month | 360-degree customer view, lead management, sales automation, workflow automation, analytics and tracking, AI-powered insights, sales automation | Identifying high-intent leads, accelerating follow-ups, and translating powerful sales insights into revenue with effective automation |
Creatio | Starting at $25 per user/month | Unlimited no-code customization, 360-degree customer view, analytics and reporting, sales pipeline automation | tracking and organizing customer data, improving customer service, and ultimately driving revenue growth. |
Insightly | Starting at $29 per user/month | Workflow automation, integrations with third-party, reporting and dashboards, email tracking, sales pipeline management, project tracking, marketing automation | Growing teams with a need for a project management system that expands |
Zoho CRM | Starting at $20 per user/month | Omnichannel communication, marketing automation, sales force automation, ai-powered sales assistant, pipeline management, contact management, scheduled reports | Small to medium-sized businesses |
ActiveCampaign | Starting at $8 /month | Email marketing, customizable templates, integration with 900+ tools, site and conversion tracking, visual marketing, automation builder, list management and segmentation, lead scoring, landing pages, multi-user editing, analytics, and reporting | email marketing and automation |
Bitrix24 | Starting at $19 per user/month | Lead management, sales management, sales enablement, mobile CRM, automation and integration, project management | Small to medium-sized businesses and teams looking for comprehensive customer management, project management, collaboration, and communication tools |
Netsuite | Starting at $100 per user/month | Customer service management, lead management, marketing automation, partner relationship management, sales force automation | managing financials, operations, and customer relationships |
Copper | Starting at $12 per seat/month | Organize contacts, automate tasks, email & marketing tools, track deals, get reports, Google Workspace CRM, integrations | automating tasks, tracking emails, and managing your leads and contacts |
Keap | Starting at $299/month | Marketing automation, lead capture, lead management, email marketing, text marketing, sales automation | sales and automation |
Pipefy | Starting at $24 per user/month | Integrations, workflow management, 360-degree feedback, business process automation | Managing and workflow automation |
Agile CRM | Starting at $14.99 per user/month | 360° contact view, marketing automation, advanced analytics, contact management, mobile marketing, landing page builder | automating sales, marketing, and customer service activities |
16 Best CRM for Retail in 2024
1. HubSpot
Founded in June 2006, Hubspot is one of the best CRM for retail. It is the perfect solution for businesses looking to manage and organize their customer relationships.
![HubSpot Best CRM for retail](https://krispcall.com/blog/wp-content/uploads/2024/06/HubSpot-Best-CRM-for-retail.webp)
HubSpot offers an advanced set of features for customer service processes, sales, and marketing. It is an ideal CRM software solution for small startups and large enterprises. By getting started with this CRM, you can get access to different features, such as marketing automation, email marketing, content management, and analytics.
⚡Key Features
- Customized Dashboard
- Gmail and Outlook Integrations
- Email marketing
- Advanced analytics and reporting
- AI-Powered optimization
- Workflow automation
Pros and Cons
Pros | Cons |
User-Friendly and Intuitive Tool | Confusing pricing |
Robust and Flexible Tool | Customizing templates can be a challenge. |
Scalable | Limited integrations |
Free plan available for unlimited users with all crucial features | Paid plans are more expensive compared to other service providers. |
💰Pricing
- Starter: $20 per seat/month
- Professional: $1,200/month
- Enterprise: $4,000/month
- Sales Hub Starter: $20 per seat/month
- Starter Customer Platform: $20 per seat/month
- Sales Hub Professional: $100 per seat/month
- Sales Hub Enterprise: $150 per seat/month
2. Pipedrive
Pipedrive is among the top CRM for retail industry. It is designed to solve the occurring problems in the sales process. It is the perfect solution for businesses that are having a hard time managing their sales process. With the help of Pipedrive, businesses can manage their sales processes more efficiently as it offers a visual sales pipeline that allows users to track deals and activities at every stage.
![Pipedrive Best CRM for Retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Pipedrive-Best-CRM-for-Retail.webp)
Pipedrive is packed with many features and tools, such as contact management, email integration, sales forecasting, and reporting tools. It offers retail businesses a complete overview of their sales processes, as well as detailed analytics and reporting.
⚡Key Features
- Sales automation
- Lead management
- Personalize columns and monitor data
- AI-powered Sales Assistant
- Customizable pipeline
- Integration
Pros and Cons
Pros | Cons |
User-friendly interface | Limited integrations |
Budget-friendly | Free plan not available. |
Customizable | Limited customer support hours. |
Sales assistant | Limited reporting capabilities |
💰Pricing
- Essential: $14 per user/month
- Advanced: $29 per user/month
- Professional: $59 per user/month
- Power: $69 per user/month
3. Salesforce
Salesforce is one of the best retail CRM available for every type of business. It offers cloud-based software at an affordable price and helps businesses connect with their customers differently so that they can find more prospects, close more deals, and stay on the positive side of customers with amazing service.
![Salesforce CRM for Retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Salesforce-CRM-for-Retail.webp)
By using Salesforce, you can get access to numerous features, such as sales analytics, email integration, sales collaboration, and much more, which are sure to offer you great support. In addition, this CRM also allows your sales, marketing, commerce, service, and IT teams to work from anywhere.
⚡Key Features
- Sales automation
- File synchronization
- Sales collaboration
- Sales analytics
- Customer service AI
- Email integration
- Process automation
Pros and Cons
Pros | Cons |
Cloud-based | Steep learning curve |
Scalable and Flexible | Customization complexity |
High number of integration options | Data storage limitations |
Mobile Accessibility | Integration challenges |
💰Pricing
- Starter Suite: $25 per user/month
- Professional: $80 per user/month
- Enterprise: $165 per user/month
- Unlimited: $330 per user/month
- Einstein 1 Sales: $500 per user/month
4. Monday.com
Monday.com is one of the top retail CRM preferred for cloud-based projects and work management platforms. This platform lets businesses get a full 360-degree view of their customers, keep track of all customer interactions and emails, and centralize client communication.
![Monday.com retail CRM](https://krispcall.com/blog/wp-content/uploads/2024/06/Monday-retail-CRM.webp)
By implementing Monday.com in your business, you can create a unique flow that would fit your operations. With customizable workflows, monday.com enables teams to automate routine tasks, such as restocking alerts and sales tracking, ensuring that inventory levels are always optimal and sales processes run smoothly. This software also supports integration with popular apps like Google Calendar, Gmail, and Microsoft Teams.
⚡Key Features
- Work management
- Sales pipeline
- Contact management
- Customer projects
- Lead capturing
- Lead management
Pros and Cons
Pros | Cons |
Customizable interface | The free plan is limited to solo and duo users only. |
More than 200 project templates | Limited integrations |
Powerful communication tool | Difficult to track time and expenses. |
Responsive live chat | Limited mobile app features |
💰Pricing
- Basic: $12 per seat/month
- Standard: $14 per seat/month
- Pro: $24 per seat/month
- Enterprise: Contact sales
5. Zendesk
Officially launched in 2007, Zendesk is one of the leading retail CRM software. It is one of the most complete platforms that offer all solutions related to customer service that are easy to use and also help you to scale your business.
![Zendesk Best CRM for Retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Zendesk-Best-CRM-for-Retail.webp)
With Zendesk, you can experience the power of different valuable features such as deal management, activity tracking, lead generation, and more. This retail CRM is the perfect powerhouse to help you maintain strong relations with your customers.
⚡Key Features
- Ticketing system
- Sales engagement tools
- Help Desk Automation.
- Integration
- Answer Bot
- Marketing Automation
- CRM Project Management
Pros and Cons
Pros | Cons |
User-friendly and simple interface | Limited sales pipelines |
Seamless integration | Expensive for small businesses |
Sales email automation | Limited Integration and Scalability |
Highly customizable | Advanced features are only available in higher-priced plans |
💰Pricing
- Support Team: $25 per agent/month
- Support Professional: $69 per agent/month
- Support Enterprise: $149 per agent/month
- Suite Team: $69 per agent/month
- Suite Growth: $115 per agent/month
- Suite Professional: $149 per agent/month
- Suite Enterprise: Talk to Sales
6. Freshsales
Freshsales is a CRM for retail businesses that helps them manage their interaction with existing and potential customers. It offers its users an arsenal of features such as deal management, AI-powered assistance, sales automation, workflow automation, and much more.
![Freshsales retail CRM](https://krispcall.com/blog/wp-content/uploads/2024/06/Freshsales-retail-CRM.webp)
The features offered by Freshsales play a crucial role in helping you gain new customers as well as retain old customers. On top of offering such advanced features, it is easy to use and a perfect fit for any business.
⚡Key Features
- 360-degree customer view
- Lead Management
- Sales Automation
- Workflow automation
- Analytics and Tracking
- AI-Powered Insights
- Sales automation
Pros and Cons
Pros | Cons |
AI-powered lead scoring | No reports on the free plan. |
Custom dashboards and reports | Support is only available on weekdays. |
Easy-to-use interface | Limited Integration with third-party apps. |
💰Pricing
- Growth: $11 per user/month
- Pro: $47 per user/month
- Enterprise: $71 per user/month
7. Creatio
Creatio is a platform that believes that coding should not be a problem when it comes to offering proper CRM support. This CRM is designed to help any retail business grow and achieve success by automating and changing workflows.
![Creatio retail CRM](https://krispcall.com/blog/wp-content/uploads/2024/06/Creatio-retail-CRM.webp)
This CRM software offers many advanced features that are sure to help businesses scale much further while still building strong connections with new and old customers. In addition, you can manage the entire customer journey with one CRM platform powered by No-Code and GenAI.
⚡Key Features
- Unlimited no-code customization
- 360-degree customer view
- Analytics and Reporting
- Sales Pipeline Automation
Pros and Cons
Pros | Cons |
Easy to use and user-friendly interface. | Limited integration |
No coding is required for customization. | Missing Features |
No hidden costs. | Learning Curve |
Integration options | Time-Consuming |
💰Pricing
- Growth: $25 per user/month
- Enterprise: $55 per user/month
- Unlimited: $85 per user/month
8. Insightly
Founded by Anthony Smith, Insightly is a powerful CRM for the retail industry. Its pipeline management tool has been helping businesses of all sizes manage their sales, marketing, and customer service activities.
![Insightly top CRM for retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Insightly-top-CRM-for-retail.webp)
The main motive of Insightly CRM is not just to focus on keeping track of a customer’s data but also on how business can work and what customers need so that they can keep them happy and build strong relationships. Insightly has also partnered with several companies, such as Office 365, G Suite, and Mailchimp, to help you boost your overall productivity.
⚡Key Features
- Workflow automation
- Integrations with third-party
- Reporting and dashboards
- Email tracking
- Sales Pipeline Management
- Project Tracking
- Marketing Automation
Pros and Cons
Pros | Cons |
Easy-to-use interface | No phone support |
Easily customizable | Limited features in the Plus plan. |
Integration with third-party apps. | Little expensive for small businesses. |
💰Pricing
- Plus: $29 per user/month
- Professional: $49 per user/month
- Enterprise: $99 per user/month
9. Zoho CRM
Zoho CRM is an efficient cloud-based solution designed to assist businesses in effectively managing their sales, marketing, and customer interactions. This comprehensive tool offers a wide range of features, including automation capabilities, lead and contact management functionalities, as well as sales pipeline management.
![Zoho-CRM for retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Zoho-CRM-for-retail.webp)
With Zoho CRM, businesses can streamline their processes and enhance their overall customer relationship management strategies. It is one of the best retail CRM systems suitable for small to large-sized businesses.
⚡Key Features
- Omnichannel communication
- Marketing automation
- Sales Force Automation
- AI-powered sales assistant
- Pipeline management
- Contact management
- Scheduled Reports
Pros and Cons
Pros | Cons |
Easy follow-up of email conversations. | Limited customization options |
Customizable to meet specific business needs. | Expensive for small businesses |
Seamless integration. | Limited scalability compared to some other enterprise CRMs. |
💰Pricing
- Standard: $20 per user/month
- Professional: $35 per user/month
- Enterprise: $50 per user/month
- Ultimate:$60 per user/month
- CRM Plus: $69 per user/month
- CRM Flex: Starts from $20 per user/month
10. ActiveCampaign
ActiveCampaign is one of the global leaders in customer experience automation. It is an ideal CRM for retail industries who are looking for a complete marketing automation system that aims to solve problems related to sales, marketing, automation, and, ultimately, customer support.
![ActiveCampaign Best CRM for retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Active-Campaign-Best-CRM-for-retail.webp)
ActiveCampaign also offers a proper combination of email marketing, automation, and CRM features, making it a platform with a complete solution package. By implementing this CRM in your business, you can easily see the positive difference it can make.
⚡Key Features
- Email marketing
- Customizable templates
- Integration with 900+ tools
- Site and conversion tracking
- Visual Marketing
- Automation Builder
Pros and Cons
Pros | Cons |
Seamless integration | Free plan not available |
Omnichannel Marketing | Limitation of features within the budget plan |
Advanced email marketing | Difficulty in Email editor |
💰Pricing
- Starter: Starts at $8 /month
- Plus: Starts at $49 /month
- Pro: Starts at $79 /month
- Enterprise: Starts at $145 /month
11. Bitrix24
Headquartered in Alexandria, Virginia, Bitrix24 is a platform that offers CRM, a contact center, a website builder, marketing campaigns, and other sales tools for businesses. The primary feature that sets it apart is its advanced set of collaboration and communication tools, including projects, documents, and the Yammer platform.
![Bitrix24 CRM for retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Bitrix24-CRM-for-retail.webp)
Additionally, the Bitrix24 CRM core includes contact management, lead tracking, and sales automation, making it an ideal retail CRM software for startups or small businesses. Its free plan offers basic functionalities, further enhancing its appeal for those looking to introduce CRM in their business.
⚡Key Features
- Lead management
- Sales management
- Sales enablement
- Mobile CRM
- Automation and integration
- Project management
Pros and Cons
Pros | Cons |
Flexible deployment options | Complexity in the initial setup |
Integration with other tools | Limited features in the free plan. |
Free plan is available | Learning curve |
💰Pricing
- Standard: $19 per user/month
- Professional: $55 per user/month
- Business: $79 per user/month
- Enterprise: $99 per user/month
- Unlimited: $159 per user/month
12. Netsuite
The NetSuite CRM solution is one of the most preferred retail CRM software that securely stores and updates customer information and data in real-time. It effectively aids in managing and nurturing business relationships with customers, external partners, and suppliers. Additionally, it offers comprehensive solutions for sales, customer service, and marketing automation.
![Netsuite CRM for Retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Netsuite-CRM-for-Retail.webp)
With the NetSuite CRM, customers can seamlessly navigate through various stages, starting from the lead stage to opportunity and fulfillment, among others. Its user-friendly interface and adaptability make it a valuable asset for any business, regardless of its size or industry.
⚡Key Features
- Customer Service Management
- Lead Management
- Marketing Automation
- Partner Relationship Management
- Sales Force Automation
Pros and Cons
Pros | Cons |
Ease of use | Limited support |
Scalability | Limitation of customization options. |
Enhanced Visibility | Customizations are high-maintenance |
💰Pricing
- Starter $100: $100 per user/month
- Mid-Market: $200 per user/month
- Enterprise: $300 per user/month
13. Copper
Copper is a CRM for retail that is designed to let you spend time on building mutual relationships, rather than data. It integrates seamlessly with Google Workspace products such as Gmail, Google Calendar, and Google Drive, helping you with CRM tasks by eliminating the need to switch between different platforms back and forth.
![Copper retail CRM](https://krispcall.com/blog/wp-content/uploads/2024/06/Copper-retail-CRM.webp)
Copper CRM enables users to work within a suitable environment, enhancing usability and efficiency. Moreover, this CRM’s reporting and analysis functionalities offer precise insights into sales and business performance, empowering organizations to make well-informed choices.
⚡Key Features
- Organize Contacts
- Automate Tasks
- Email & Marketing Tools
- Track Deals
- Get Reports
- Google Workspace CRM
- Integrations
Pros and Cons
Pros | Cons |
User-friendly interface | Costly for larger teams. |
Seamless integration with Google Workspace | Dependent on Google Workspace. |
Enhance productivity by centralizing all CRM activities within Google apps. | Limited features outside of Google integrations. |
💰Pricing
- Starter: $12 per seat/month
- Basic: $29 per seat/month
- Professional: $69 per seat/month
- Business: $134 per seat/month
14. Keap
Offering its service for 20+ years and continuing, Keap is a powerful retail CRM designed for startups and small companies to get a more detailed view of their customers. This CRM helps businesses to automate marketing activities and streamline their sales and marketing operations.
![Keap Best CRM for Retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Keap-Best-CRM-for-Retail.webp)
With Keap you can experience many advanced features such as email marketing, lead capture, and integration firsthand. Businesses of all sizes can use Keap to streamline their sales and marketing efforts and improve their customer relationships.
⚡Key Features
- Marketing automation
- Lead capture
- Lead management
- Email marketing
- Text marketing
- Sales automation
Pros and Cons
Pros | Cons |
Easy-to-use interface | The price is much higher than most CRMs |
Seamless integration with 2000+ tools | Limited customization options for the CRM and marketing automation features |
💰Pricing
- Ignite: $299/month
- Grow: $399/month
- Scale: $599/month
15. Pipefy
Founded in 2015 by Alessio Alionço, Pipefy is a low-code business process automation software that helps businesses manage and automate overall workflows. It is known for its service and ability to enhance agility, upgrade efficiency, and deliver augmented customer value through optimization of workflows, granting higher-quality outcomes.
![Pipefy Best CRM for Retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Pipefy-Best-CRM-for-Retail.webp)
With the help of Piepfy, work automation is simple and easy. It also helps to save your team’s valuable time, allowing them to focus on another important task on the hand.
⚡Key Features
- Integrations
- Workflow Management
- 360 Degree Feedback
- Business Process Automation
Pros and Cons
Pros | Cons |
Comprehensive and Easy-to-Follow User Interface | Learning Curve |
Centralization of Communication | Customization limitations |
Increases Control and Productivity | Poor customer service |
💰Pricing
- Business: $24 per user/month
- Enterprise:$40 per user/month
16. Agile CRM
Agile CRM is one of the best CRM for retail industries as it is packed with all of the necessary features and functions a business needs. With Agile CRM you can expect the best, easiest, and most powerful Customer Relationship Management (CRM) system with sales and marketing automation for any size of business.
![Agile CRM for retail](https://krispcall.com/blog/wp-content/uploads/2024/06/Agile-CRM-for-retail.webp)
This CRM also offers different features that help businesses manage contacts, email campaigns, web forms, and help desks, which help manage customer relations more efficiently. Additionally, you can monitor the stages and milestones of your deals to ensure the sales process stays on track.
⚡Key Features
- 360° Contact View
- Marketing Automation
- Advanced Analytics
- Contact Management
- Mobile Marketing
- Landing Page Builder
Pros and Cons
Pros | Cons |
Free forever plan for up to 10 users | Limited customization options |
Unlimited deals, tasks, and documents | Clunky and buggy |
Email tracking | No AI-Powered insight |
💰Pricing
- Starter: $14.99 per user/month
- Regular: $49.99 per user/month
- Enterprise: $79.99 per user/month
What is a Retail CRM?
A retail CRM is a customer relationship management system optimized for retail businesses. It supports high customer frequency and repeat purchasing in a business-to-consumer (B2C) model and helps retailers track customer interactions and leads.
Proper retail CRM software will offer you the proper solution you need to manage a strong connection with your customers. It also provides you with a better insight into when it’s best to reach out to a specific customer again and what the customer is likely looking for.
Benefits of Using Retail CRM Software
CRM can be a game-changer for any retailer through the advantages it has to offer. So, let’s discuss some benefits you can experience by implementing Retail CRM Software.
Here are some of the benefits of retail CRM software you can experience firsthand:
1. Enhanced Customer Loyalty
A CRM is the ultimate hack for building a proper customer relationship. It plays a significant role in helping you understand your customers better which allows you to personalize their shopping experience. Such personalization can be made through targeted promotions, loyalty programs, or simply remembering their preferences. As the saying goes, “Satisfied customers are more likely to return and recommend your business to others.”
2. Improved Customer Service
By leveraging retail CRM software in your business, you can get access to a more centralized view of your customer data. This data can include various things such as past interactions, purchase history, and preferences, which help your team provide faster and more efficient service that meets their requirements. This simple gesture will help you improve your overall customer service.
3. Increased Sales and Revenue
Increasing sales and revenue is one of the major roles of CRM for retail businesses. With the power offered by CRM software, you can get a clear understanding of your customer’s buying habits, making it easy for you to tailor your marketing and sales efforts accordingly. This opens the way towards more targeted promotions, upselling opportunities, and, ultimately, increased sales and revenue.
4. Data-Driven Decision Making
Data is crucial for every business, whether it is to increase sales or retain customers. To make things easy, retail CRMs provide valuable insights into customer behavior and trends. You can use this data to plan more informed decisions about everything from product inventory management to store layout and staffing.
5. Improved Operational Efficiency
CRM software helps you automate some repetitive tasks. It also helps you automate workflow, follow-ups, reminders, conversation routing, profile enrichment, and more. This saves your team precious time, allowing them to focus on other important things.
6. Improved Inventory Management
Some CRMs integrate with your inventory system, allowing you to track stock levels and purchase patterns more effectively. This can help you avoid stockouts and optimize your ordering process.
7. Real-time collaboration
Every member of the sales, marketing, and other teams works together with the common business goal of increasing sales and revenue. CRM software can help you ensure that everyone within the team stays on the same page by offering a centralized platform to exchange data, monitor progress, and have productive conversations.
8. Enhanced marketing
Top CRM system enables businesses to provide targeted and more personalized marketing strategies that serve the unique requirements of their customers. This approach adds a personal touch to your business communication, fostering a sense of appreciation and value among customers.
How to Choose the Best Retail CRM Software?
With the ever-growing number of businesses in this era, choosing the right CRM software can be a game changer. So, you must always keep certain things in mind while choosing CRM software.
Here is a breakdown of how you should choose the best retail CRM software:
1. Define your goal and budget
The first and most important thing you must be wary of when choosing CRM software is your plan and the budget you are willing to spend. You must be clear on what you want to accomplish by implementing a CRM system into your business. It will help guide your software selection procedure effectively.
2. Analyze Key Features Available
When choosing a CRM system, you must always identify the essential and preferred features. Identifying such features gives you a better idea of their value. Essential features include contact management, customization capabilities, sales and marketing automation, and robust reporting and analytics. These functionalities ensure you can track, organize, and store customer data, personalize your CRM workflows, and automate tasks to boost efficiency.
Beyond essentials, consider features like lead and contact management, sales funnel tracking, forecasting, mobile apps, and customer support functionalities for a comprehensive CRM experience. Remember, search for a CRM that adapts to your business processes.
3. Easy to use
Analyze different CRM software and look for the right software that appears more user-friendly and easy to use. Choosing a service provider with the proper interface makes it easy for you to navigate any required buttons and take action more smoothly.
On the other hand, choosing an interface that is more complicated or confusing can lead to low productivity and frustration.
4. Integration Option
Having the option to integrate CRM software with your favorite application can be beneficial. This simple integration can boost your comfort and efficiency with the tools. A CRM solution with extensive app integration blends seamlessly with your existing ecosystem and enhances efficiency.
So, always remember to check the type of integrations CRM software supports before committing to it.
5. Marketing automation
The ideal CRM software for the retail trade should perform all the repetitive tasks and free the employees from work that requires their attention and skills. Such work automation would be done by event-based triggers aimed at decreasing the amount of your team’s efforts in performing sales tasks. You can also communicate with groups of people based on their behavior by setting triggers for the outreach campaigns, follow-up, and routing to a specialist.
6. Multichannel communication
A proper CRM software must always offer you a multichannel communication option. This makes it easy for you to reach your customers within their preferred channels. Some of the channels are:
- Email: Send, track, and manage sales emails.
- Live chat: Proactive engagement and speedy support to improve customer experience.
- Calls and SMS: Greetings and updates can be sent through SMS and high-quality calls with logging, recording, and monitoring features.
- Messengers: Real-time support is available through WhatsApp, Facebook Messenger, Apple Business Chat, and Line.
How Much Does Retail CRM Software Cost?
While some CRM software offers free plans with limited features, many charge from the start. The pricing for CRM software depends upon numerous factors, such as the number of users supported, its features, the type of plan it offers, and more.
However, the average cost of retail CRM software can range from around $12 to $200 per user per month based on features, number of users, data storage, customization, and integrations.
Conclusion
So there you have it, fellow retailers! The list of top CRM software best for any retail business. With all these fantastic options, you’re sure to find the perfect match to take your customer relationships to the next level.
Remember, the ideal CRM aligns with your specific needs, whether it’s managing loyalty programs, simplifying inventory management, or gaining in-depth customer insights. Therefore, always leverage free trials offered by many CRM providers to experience the software firsthand before committing.
A happy customer is a repeat customer, and a CRM is your secret weapon to keep those smiles wide. So strap on your shopping cart, dive into these awesome CRM options, and get ready to watch your business flourish!