If you’ve been looking to automate your B2B sales and marketing, you might be considering using ecommerce CRMs. An ecommerce CRM typically integrates with a site’s ecommerce plugin, allowing you to track all the information that is crucial to increasing sales, including not only leads, but also customers and orders. Ultimately a B2B sales CRM can help teams streamline the way they work and manage their leads. In this article we give an overview of what is CRM integration with an ecommerce platform, discuss the benefits which are specific for eCommerce and outline three of our favorite eCommerce CRM software.
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Want to understand what you should consider when choosing a CRM software for your ecommerce store? Thoroughly read this article by the top rated Ecommerce CRM solution.
Zoho CRM
We cannot talk about mentioning CRM systems for eCommerce without discussing Zoho, as it is one of the most popular options out there. This is partly due to the fact that it has been designed to empower organizations of all sizes. It also offers a wide range of features too.
In fact, you can even create your own bespoke version of Zoho CRM, ensuring it is fully tailored to suit your needs.
In terms of pricing, there is also a free version of this product and a free trial too. Zoho CRM pricing begins from $12 per year, per user. As you may expect with pricing starting from such a low rate, there are different packages and different features are available depending on the plan you choose.
The eCommerce CRM features that Zoho boasts include everything that you would want and need. This means all the standard features, as well as more advanced features like financial forecasting and customer experience.
An advantage of using Zoho CRM for your eCommerce business is that it makes your system very extensible and easy to integrate with multiple other Zoho products.
Hubspot CRM
Our final recommendation when it comes to eCommerce CRM systems is HubSpot. This has been designed for larger eCommerce teams that are very much centered on growth and taking their business to the next level.
The organization of Hubspot CRM is very impressive. You can see all of the details about a lead in one place, enabling you to make your workforce more empowered, which will lead to better customer relationships and improved efficiency.
There is a free version available, and a free trial as well. The pricing works a bit differently. The CRM is free, and then you pay for premium marketing automation and sales features. We would advise delving into the features you need so you can get an idea of the cost.
CRM features are extensive. You get all of the CRM features listed for Pipedrive or Copper, except there is not any territory management with this platform. HubSpot also covers project management, scheduling, quotes and proposals, forecasting, and client tracking. Furthermore, you will get lead management and financial CRM.
Lucrativ
Lucrativ offers a “free sign up” so that potential users can check out what they have to offer before committing, which is where you’ll find services for pipeline management, connectivity, automation, metrics and insights, AI-powered CRM, and gamification strategies.
Something this platform does really well is a great “jack-of-all-trades” solution that doesn’t go wildly overboard with features and functions, making it very small business-friendly. The gamification is also a stand-out characteristic of this tool.
Integrations include Gmail/Exchange mailboxes, Salesforce, Hubspot, Zapflow, and more through the Lucrativ REST API.
Lucrativ offers the fewest publicly acknowledged 3rd-party connections on this list, which lost them some point in the Integrations category of the evaluation criteria. Their REST API offers hope but requires significantly more technical skill to navigate.
Lucrativ starts at $50/user/month and offers a free trial and free demo.
Ontraport
Ontraport helps you focus on spending on lead sources that work and find growth opportunities through landing pages, forms, membership sites, UTM data, email, SMS, and referral programs. According to the CEO, this solution was developed with startups and entrepreneurs in mind.
Ontraport absolutely takes the cake for hefty Integration possibilities, offering lists of 3rd-party applications ready for an add-on as well as a few API helpers (like Zapier) to broaden their connectivity even more. This resulted in a perfect Integrations score per our evaluation criteria.
Ontraport integrations are numerous, including Quickbooks, XERO, Acuity Scheduling, Calendly, Google Calendar, Schedule Once, Time Trade, JotForm, PopupAlly, ConvertPlus, Bloom Form, Wufoo Forms, Freshdesk, Zendesk, Leadpages, WP Courseware, Shopify, WooCommerce, Facebook, Heyo, Viral Sweep, GoToWebinar, Zoom, and more. Plus, they have additional options through a variety of API Helpers like Zapier, Apiant, and WebMerge.
A few struggles noticed in the software are the clumsy execution of email campaigns as well as a labyrinthian interface that can make certain features hard to hunt down.
Ontraport starts at $79/month for 1000 users and offers a free 14-day trial.
amoCRM
Millions of people buy and sell via instant messaging services and amoCRM helps you tap into that market. Connect with leads and customers, regardless of the messenger app they prefer, and leverage a built-in chatbot to your advantage or use their visual builder to make your own.
amoCRM promises to connect you with all things communication, from chat to video to SMS, and so this is where their connectivity excels. Because of this, they scored highly in the Integrations section of the evaluation criteria.
Integrations include Gmail, Facebook, Dropbox, Google Calendar, Stripe, Quickbooks, PieSync, WhatsApp, Viber, Telegram, Instagram, Skype, WeChat, Facebook Messenger, Snap Engage, Twilio SMS, LiveChat, Tidio Chat, Active Campaign, MailChimp, Google Analytics, Aircall, WordPress, Unbounce, and more.
A few cons to be noted about this software are a complex and clumsy interface, complete shut-outs during updates, and difficulty importing/exporting client lists.
amoCRM starts at $15/user/month and offers a free 14-day trial.
QuickBooks Commerce
Overall Score: 3.90 OUT OF 5
What We Like
- Seamless integration with QuickBooks Accounting
- Extensive third-party ecommerce integration options
- Built specifically for ecommerce businesses
What’s Missing
- No free plan
- Lacks marketing tools, including email and social media campaigns
- Doesn’t have some of the traditional CRM campaign automation features such as drip email campaigns, promotional email deployment, or email template design
QuickBooks Commerce Pricing at a Glance*
- Existing QuickBooks Online Customers (ecommerce features only): $25 per month for three months, then $50 per month assuming users are already subscribed to QuickBooks Online at $50 per month
- New Customers (ecommerce and accounting features): Must be paired with QuickBooks Online; $50 per month for the first three months, then $100 per month (total for both tools)
- Free trial: 14 days
*Pricing based on annual billing. Monthly billing is also available at a higher cost.
QuickBooks Commerce is supplemental ecommerce CRM software that can be purchased by existing QuickBooks Online users or purchased alongside QuickBooks Online for new customers. Among its operational features are robust inventory management, sales order management, and the ability to centralize multiple product selling channels in one system through its integration capabilities.
While QuickBooks Commerce is one of the best ecommerce CRMs for managing operations and finances, it is limited in digital marketing capabilities and lacks email and social media management tools. Agile CRM and Zoho CRM Plus are the best alternatives for robust multi-channel campaign capabilities.
QuickBooks Commerce Plan Summary
| QuickBooks Commerce | |
|---|---|
| Inventory Management | ✔ |
| Order Management | ✔ |
| Ecommerce Accounting | ✔ |
| Multi-channel Ecommerce Integration | ✔ |
| Product Listings Management | ✔ |
| Business-to-Business (B2B)/Wholesale Capabilities | ✔ |
| Reporting and Insights | ✔ |
QuickBooks Commerce Key Features
- Third-party ecommerce integration: Integrates with many popular ecommerce platforms, including Shopify, eBay, Amazon, WooCommerce, Squarespace, and Etsy.
- Product listings: Product listings can be posted and managed on all channels from the QuickBooks Commerce system.
- Inventory management: Product quantity tracking across all channels along with stock purchase order management.
- Order management: Customer order tracking across all channels, real-time reporting, and workflow automation for order management.
- B2B/Wholesaler features: Built-in features for catalog customization, pricing, discounts, and invoicing specifically for business-to-business (B2B), or wholesale, businesses.
QuickBooks Commerce sales order view
QuickBooks Commerce inventory management
QuickBooks Commerce sales order view
QuickBooks Commerce inventory management
QuickBooks Commerce sales order view
Bitrix24
Overall Score: 3.28 OUT OF 5
What We Like
- Free version for an unlimited number of users
- Most ecommerce features are available in the Free or Basic plan
- Acts as a full business management platform that includes project and human resource (HR) management tools
What’s Missing
- Can be challenging to set up and navigate the interface
- The free plan is limited to 100 ecommerce orders
- Mass marketing tools aren’t available until subscribing to the Standard plan
Bitrix24 Pricing at a Glance*
- Free: Free for unlimited users
- Basic: $39 per month
- Standard: $79 per month
- Professional: $159 per month
- Free trial: 30 days
*Pricing based on annual billing, reflecting a 20% discount compared to monthly pricing. Monthly billing is available at a higher cost or save 40% off monthly pricing by committing to a two-year subscription.
Bitrix24 offers comprehensive business tools for managing sales, marketing, projects, human resources, and website-specific tools that include managing an online store. The value of Bitrix24 isn’t just the ecommerce features it offers, but the fact that many of its ecommerce CRM features are available on the Free or Basic plan.
Within the free-forever plan, online businesses can create a website, manage inventory, develop product catalogs, process orders, and handle payment processing from the CRM system. Upgrade to the Basic plan for automated workflows for sales orders or subscribe to the Standard plan to add mass marketing capabilities to customer segments.
Relative to other products on this list, Bitrix24 is fairly difficult to set up and not as easy to use. When navigating, for instance, many users say the interface is clunky because it has a lot of buttons to choose from that have unclear functions. Agile CRM and QuickBooks Commerce are two alternatives better suited for users looking for a more user-friendly interface.
Bitrix24 Plan Summary
| Free | Basic | Standard | Professional | |
|---|---|---|---|---|
| Users | Unlimited | Up to 5 | Up to 50 | Unlimited |
| Product Catalog | Unlimited items | Up to 3,000 items | Up to 5,000 items | Unlimited items |
| Omnichannel Contact Center | Facebook, Instagram, and Telegram | Everything in Free plus WhatsApp, Viber, and Apple Business Chat | Everything in Free and Basic | Everything in Free and Basic |
| Website Builder | ✔ | ✔ | ✔ | ✔ |
| Free Website Hosting | ✔ | ✔ | ✔ | ✔ |
| Customer Journey Tracking | ✔ | ✔ | ✔ | ✔ |
| Ecommerce CRM Store | Up to 100 orders | ✔ | ✔ | ✔ |
| Self-service Checkout | ✔ | ✔ | ✔ | ✔ |
| Payment Processing | ✔ | ✔ | ✔ | ✔ |
| Coupon Management | ✔ | ✔ | ✔ | ✔ |
| Order Processing Automation | N/A | ✔ | ✔ | ✔ |
| Cumulative Discounts | N/A | N/A | ✔ | ✔ |
| Customer Segment-based Email Marketing | N/A | N/A | ✔ | ✔ |
| Ad Management (Google and Facebook) | N/A | N/A | ✔ | ✔ |
Bitrix24 Key Features
- Ecommerce payment processing: Ecommerce payment processing through integration with popular platforms like Authorize.net, Stripe, Square, and PayPal.
- Inventory management: Product quantity tracking and purchase order management.
- Order processing automation: Automated workflows for processing customer orders.
- Segment-based marketing: Create customer segments and mass-market to specific groups through email, SMS, robo-calling, Telegram, Facebook Messenger, Instagram Messenger, WhatsApp, and Viber.
- Ad management tools: Google and Facebook ad management that can target customer segments.
Bitrix24 Google Ads connection
Bitrix24 online store designer
Bitrix24 inventory management page
Bitrix24 Google Ads connection
Bitrix24 online store designer
Bitrix24 inventory management page
Bitrix24 Google Ads connection
Conclusion
CRM stands for customer relationship management, but it refers to the software that is designed specially for handling customer and client interaction. CRM software and ecommerce come hand in hand, as many of the world’s leading companies such as Ebay and Amazon.com implement it for their business.
Customer Relationship Management systems has the capability to sync your email system with your business systems and make it easier for you to use the data for sales purposes. Ecommerce CRM software should be a part of your marketing strategy.