10 Best Magento 2 CRM Integrations With Pricing & Features
Are you looking for the best Magento 2 CRM integrations for your online store?🤔 Read this complete blog post to know everything about the top customer relationship management tools for Magento 2. 🤝🏻
Customers are at the heart of any business, let it be online or offline. It is essential for businesses to deliver a seamless experience to the customers across all interactions. The businesses are required to manage multiple business operations such as marketing, sales, and customer service simultaneously, which can become more complex over a period of time for growing businesses. In such scenarios, the Customer Relationship Management (CRM) tools become a saviour. 😇
Table of Contents
- Why Does Your Magento 2 Store Need a CRM?
- Features of a Magento 2 CRM
- How to Integrate CRM with Your Magento 2 Store?
- Best Magento 2 CRM Integrations
- Final Take
Why Does Your Magento 2 Store Need a CRM?
Before we discuss the best Magento 2 CRM integrations, let’s consider understanding why your business needs a CRM.
As a store owner, you may be required to handle multiple business operations and customer interactions single-handedly, such as marketing, sales, and customer service. In such a case, effectively managing and tracking the customer’s journey can be a real challenge for business owners. The customer relationship management (CRM) tool stores each and every piece of information about the customers and makes it accessible in one place. It can provide complete details about the customer and their interaction with the business in one place, making it easier for the store owner to serve better experiences.
Integrating a CRM tool with your Magento 2 store is essential if you are struggling to effectively manage the leads, analyse customer profiles, and provide customer service. Some of the benefits of CRM for your Magento 2 store are:
- Improve Business Efficiency: All your business operations, from marketing & sales to customer service, are unified through a single platform. This can improve the internal communications amongst the teams and increase the overall business efficiency by streamlining the flow of data.
- Enhance Customer Service: Each of the interactions of your customers is stored in the CRM and can be accessed by you as and when needed. This can provide an in-depth understanding of the customer, which can be used to provide better customer service.
- Increase Sales: The Magento 2 CRM integration can connect the marketing and sales channels in one place, where you can measure the marketing performance and track the progress of generated leads.
- Retain More Customers: Maintaining healthy relationships with the customers can help you build a loyal customer base, which will stick to your brand for a longer period.
- Provide Detailed Analytics: The customer relationship management tool in your Magento 2 store can provide you with all the information about the leads and the customers that you can use to make better business decisions.
Features of a Magento 2 CRM
As discussed above, Magento 2 CRM integrations can help your business in multiple ways. Here are some of the features of the CRM tool that you’d look for:
- Gather customers’ information in one place.
- Automate internal workflow.
- Easy integration with Magento 2.
- Measure performance of marketing campaigns.
- Seamlessly pass qualified leads from marketing to sales.
- Identify and track sales lead progress in the pipeline.
- Track customer interactions in one place.
- Built-in social media monitoring.
- Robust data reporting & analytics.
- Design & execute marketing campaigns and measure their performance.
How to Integrate CRM with Your Magento 2 Store?
Integrating a CRM with your Magento 2 store is beneficial in numerous ways. You can connect a CRM with your Magento 2 using any of the following two ways:
Magento 2 Extensions
One of the easiest ways to connect CRM with your Magento 2 store is using the Magento 2 extensions. These extensions are specially developed to integrate a specific CRM tool with your Magento 2 store and offer real-time sync of your store’s data. For example, our Magento 2 Zoho CRM Integration extension facilitates the store owners to integrate Zoho CRM with Magento 2. You can find such extensions for other CRMs as well on the Magento marketplace.
Integration Services
If you are not able to find a Magento 2 extension for your desired CRM tool, you may need to opt for integration services such as Zapier to connect your store with CRM. However, these services usually charge a monthly integration fee on the integration, which can significantly cut down your profits. We are offering a professional Magento CRM Integration Service to help you connect Magento 2 with the CRM tool of your choice at a one-time cost. You can also contact us to know more.🚀
Best Magento 2 CRM Integrations – Quick Comparison |
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CRM Tool | Pricing | Highlighted Features | Magento 2 Integration Options | |||
Hubspot CRM
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SalesForce CRM |
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Zoho CRM |
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Vtiger |
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Agile CRM |
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Odoo |
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Zendesk |
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SugarCRM |
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Freshsales CRM |
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Metrilo CRM |
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Best Magento 2 CRM Integrations
Let’s begin with the best CRM systems for your Magento 2 website!
1. Hubspot CRM
The list of the best Magento 2 CRM integrations starts with a famous name — Hubspot. The tool comes with plenty of features and functionalities that automate the sales processes and reduces friction. Integrating Hubspot with your Magento 2 store can help you reduce the time required by the sales reps to close the deals, make better data-driven decisions, streamline the customer experience and improve the overall business operations. It is a cloud-based CRM tool that can be accessed anywhere and anytime.
Hubspot provides a forever-free version of the CRM tool that you can upgrade to the paid versions as per your business requirements.
Key Features:
- Automate marketing and sales
- Easy to integrate social media profiles
- Intuitive dashboards to keep track of all things in one place
- Segment contacts and set automated email sequences
- Track complete progress of leads
- Easy-to-use CRM tool
Hubspot CRM Pricing Plans:
- Free Plan Available!
- Starter: $45/mo
- Professional: $1600/mo
- Enterprise: $5000/mo
- Click here to know more.
2. Salesforce CRM
Salesforce is one of the best CRM integrations for Magento 2, famous for providing customer-centric business solutions. The company provides best-in-the-market customer relationship management solutions to businesses around the world. The Salesforce CRM covers the customer relationships from each and every business aspect, let it be marketing, sales, or customer service. Integrating Salesforce CRM with your Magento 2 store can help you manage the business operations more efficiently, gather customer insights, and make better business decisions out of it.
This CRM tool is highly flexible and scalable enough to handle the increasing demands of growing businesses.
Key Features:
- Highly intelligent analytics
- Intuitive & easy-to-use dashboard
- Auto-fetch data from emails, support channels, and calendars
- Effectively manage the leads in a timeline
- Easily accessible through a mobile app
- Generate custom reports
Pricing:
- B2B Commerce: Starts at $4
- B2C & B2B2C Commerce: 1% gross merchandise value
- Order Management: Starts at $0.3 per order
- Click here to know more.
3. Zoho CRM
Zoho is one of the best CRM integrations for Magento 2 with plenty of built-in features and functionalities. It provides a cloud-based customer relationship management platform that is trusted by thousands of renowned businesses around the world.
This cloud-based CRM tool keeps track of all the leads and customers in one place so that you never miss following up on any of them. Integrating Zoho CRM with Magento 2 can help you provide a better service to the customers by understanding them through powerful reporting and analytical features. Convert more leads, provide better customer support, improve inventory management, and know more about your customers by integrating the Zoho CRM with your store using our Magento 2 Zoho CRM integration extension.
Key Features:
- Built-in AI-powered Zia assistant
- Supports multi-channel marketing
- Highly customizable and intuitive dashboard
- Plenty of third-party integrations and add-ons
- Leads and contacts management
- Powerful deal management to close more deals
Pricing:
- Standard: $14/user/mo
- Professional: $23/user/mo
- Enterprise: $40/user/mo
- Ultimate: $52/user/mo
- Click here to know more.
4. Vtiger CRM
Another great CRM tool that you can integrate with your Magento 2 store is Vtiger CRM. It is affordable, easy to use, and a powerful customer relationship management tool, which is perfect for small business owners and start-ups. This powerful CRM tool streamlines all the communications between the clients and the sales team and also adds to the efficiency of the team.
This CRM tool for your Magento 2 store can also help you engage more customers by leveraging your store’s presence on social media and through email marketing. The unified dashboard of the CRM provides complete details about the leads and helps you manage the sales efficiently.
Key Features:
- Get a unified view of Magento 2 orders in Vtiger
- Track the leads’ and customers’ progress in real-time
- Expand your customer base using marketing and promotional campaigns through Vtiger
- Increase engagement with your existing customers
- Automate workflow for better efficiency
- Powerful reporting and analysis of store’s performance
Pricing:
- Standard: $30/user/mo
- Single App: $20/user/mo
- Custom pricing is available!
- Click here to know more.
5. Agile CRM
If you find visualized reports more helpful than the traditional ones, then Agile CRM can be a perfect choice for your Magento 2 store. The CRM is trusted by more than 15000 businesses across the world including some of the famous names such as Indeed, and peopleperhour.
It is a future-proof CRM tool that comes with cutting-edge features and functionalities that covers almost everything Magento store owners may need. One of the unique features of the CRM tool is the gamification that motivates the sales to achieve targets with better results. The platform makes it possible for store owners to automate sales, marketing, and customer services operations. The tool is mobile-ready and can be easily integrated with other services and apps for more efficiency.
Key Features:
- Manage marketing, sales, and customer service in one place
- Cloud-based CRM tool
- Mobile-ready
- Sales gamification features
- Efficient project management
- Visualized reports and analytics
- Easy implementation
Pricing:
- Free plan is available!
- Starter: $8.99
- Regular: $29.99
- Enterprise: $47.99
- Click here to know more.
6. Odoo
Odoo offers 40+ tools for businesses that make it easy to manage marketing, sales, accounting, integrations, and much more. It is a ‘Choose what you want’ platform that allows businesses to choose the apps they require and build a bespoke suite of business tools. The Odoo customer relationship management is an excellent CRM solution that you can integrate with your Magento 2 store for improved lead management and sales.
The intuitive dashboard of the Odoo CRM provides visual analysis along with accurate sales forecasts that help you make better business decisions. The built-in reports and chart generation tools provide real-time information by fetching each and every byte of information from your store. Moreover, the built-in team messaging functionalities adds to the efficiency of the overall team. The CRM integration makes it possible to completely control the Magento 2 store from the Odoo platform.
Key Features:
- In-depth customer analysis and reporting
- Open-soruce CRM for Magento 2
- Highly flexible & easy-to-customize
- Manage Magento 2 store directly from Odoo
- Plenty of Odoo apps to integrate
- Auto-generation of reports
Pricing:
- Click here to know more.
7. Zendesk
Sell by Zendesk is a powerful customer relationship management tool that is simple and easy-to-use to use. It is being trusted by thousands of clients all over the world. The intuitive dashboard keeps track of all the sales activities and progress in real-time. It is a cloud-based CRM tool that can be accessed from anywhere, anytime. Staying updated with real-time data and reports is easier with the Zendesk mobile app.
One of the most useful features of Zendesk CRM for Magento 2 store owners is its email intelligence tool. It helps in tracking all the email communications in one place so that you never miss any updates and also supports email automation. Furthermore, the built-in email templates make marketing and sales communications even easier for the store owners.
Key Features:
- Database of millions of sales prospects
- Powerful sales reporting & analytics
- Supports email automations
- Cross-platform support
- Easy to integrate using APIs
Pricing:
- Suite Team: $49/agent/mo
- Suite Growth: $79/agent/mo
- Suite Professional: $99/agent/mo
- Click here to know more.
8. SugarCRM
SugarCRM is a complete suite of business tools that makes sales, marketing, accounting, and customer management easier. It is an open-source CRM tool, which means it can be customized as per the requirements.
What makes SugarCRM one of the best Magento 2 CRM integrations is its marketing and sales automation features. It is a full-fledged customer relationship management tool that allows business owners to keep track of the leads, track their progress in the funnel, manage leads, access customer data, handle support tickets, and more. The platform makes it possible to customize the view of each and every screen as per the requirements. One of the notable features of SugarCRM is smart reporting and analytics, which provides deeper insights into the overall sales performance.
Key Features:
- Highly customizable CRM
- Built-in campaign creation functionalities
- Easy integration with other tools & services
- Supports workflow automation
- Mobile CRM application
- Available in multiple currencies
Pricing:
- Serve: $80/user/mo
- Enterprise: $85/user/mo
- Market: $1000 for 10k contacts
- Sell: $49/mon/user
- Click here to know more.
9. Freshsales CRM
Freshsales CRM by Freshworks is one of the best customer relationship management tools available in the market, without which the list of best CRM integrations for Magento 2 is incomplete! It is a cloud-based CRM tool that makes it possible for business owners to track each and every move of the customers in real-time through activity tracking. The dashboards provide all the latest information in one place.
Freshsales is an amazing customer relationship management tool that provides a complete view of the customers that help close more deals. Moreover, it is also equipped with powerful AI-based lead management features, chatbot, visual reporting, campaign creation and much more that improves the efficiency of the team. Integrate Freshsales with your Magento 2 and harness the power of artificial intelligence for your business.
Key Features:
- Mobile app to access the CRM anytime, anywhere
- AI-based lead scoring
- Intelligent workflow features
- Create visual reports
- Advanced AI-based forecasting
- Highly customizable interface
Pricing:
- Free Plan Available!
- Growth: $15/user/mo
- Pro: $39/user/mo
- Enterprise: $69/user/mo
- Click here to know more.
10. Metrilo CRM
The list of the ten best Magento 2 CRM integrations ends with an easy-to-use yet powerful CRM platform — Metrilo. The tools collect each and every piece of data about the customer, which helps you understand them better. The dashboards provide a complete database of the customers, which can be segmented based on various filters such as actions performance, products browsed, campaigns, etc.
Metrilo CRM also houses a powerful email marketing functionality that allows targeting the leads backed by the collected data. You are likely to love this CRM tool because of its clean and intuitive UI, on which the CRM assistant helps you with frequent suggestions.
It is the best CRM integration for small business owners that are looking to get the most out of their customer’s data.
Key Features:
- Powerful customers segmentation
- Built-in email marketing features
- Robust eCommerce analytics
- No limit on the number of users
- Smart CRM assistant
Pricing:
- Essential: $119/mo
- Pro: $199/mo
- Premium: $299/mo
- Click here to know more.
You may love to read how to integrate QuickBooks Online with Magento 2 with our step-to-step tutorial.
Final Take
In any business, building strong customer relationships can ensure success in the long go. The customer relationship management (CRM) tools make it easier for businesses to manage sales, marketing, and customer service in one place. Integrating a CRM tool with Magento 2 can make the workflow seamless within the team and improve overall business efficiency. There are plenty of things to take into consideration while choosing the best Magento 2 CRM integrations for your store.
Integrate any CRM of your choice with your Magento 2 store without any hassle using our Magento CRM Integration Service
Shivbhadrasinh Gohil
Shivbhadrasinh is the Co-founder & Chief Marketing Officer at Meetanshi. He leads the marketing team and is the person behind the marketing & branding success of the company. Being a seasoned digital marketer, he has been consulting online businesses for growth since 2010 and has helped 100+ clients with digital marketing success.
He loves sharing tips and insights about the latest digital marketing trends aimed at helping online business owners.
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