15 Best CRM Software for Retailers in 2024

In the United States alone, there are nearly 500,000 brick-and-mortar retail stores and 2.1 million ecommerce retailers. Some of these are small businesses that find it challenging to attract customers in their locality and online.

But with the aid of a CRM software, these retailers can go beyond borders. You can do the same with your business, too. A CRM solution can organize your contacts list so you can keep track of your loyal customers. And aside from aiding you in maintaining strong relationships with your customer base, it can boost your sales and marketing processes as well. This selection of the best CRM platforms for retail can do those things and some of them even go beyond.

In the US, nearly 6,000 retail stores closed in 2019. It was reported that even big-name retailers shuttered stores due to a drop in sales. Then, the closures were due to the proliferation of online stores. The COVID-19 pandemic did not help things for physical retailers either. This led to a record number of 12,200 US stores closing because of the pandemic, recent retail statistics show. On top of that, about 125 retail companies filed for bankruptcy in 2020.

Retail businesses that are still hanging on had to step up their game to continue in 2022 and beyond. They need to focus more on building stronger customer relationships and not just on gaining new buyers. One way you can do that is by implementing a CRM platform.

Once you do, you can experience the effects of CRM on retail. You can have better segmentation of customers according to demographic data and other data points. A CRM software can aid you in creating better promotions, too. Moreover, the software can assist you in increasing your customer retention rates.

What data security features should you consider in CRM software?

As customer information is essential in retail, ensuring the security and privacy of this data is critical. Selecting a CRM with robust data security features helps retailers protect sensitive customer information, maintain trust, and comply with data privacy regulations.

• Data Encryption
  Ensure the CRM offers end-to-end encryption for data both in transit and at rest. This minimizes the risk of data breaches by securing information as it moves within the system and when stored.
• Role-Based Access Control
  A CRM should allow retailers to define access based on roles, granting permissions only to those who need specific information. This limits the number of employees who can view sensitive customer data and minimizes potential security risks.
• Two-Factor Authentication (2FA)
  CRMs with 2FA enhance security by requiring users to confirm their identity through a secondary method, such as a text message or email code, adding an extra layer of protection to account access.
• Audit Logs and Activity Tracking
  This feature enables retailers to monitor who accesses data and track modifications, making it easier to spot any unauthorized or unusual activity.
• GDPR and CCPA Compliance
  For businesses that serve customers in regions with strict data privacy laws, ensuring the CRM complies with regulations like GDPR and CCPA is essential for legal compliance and customer trust.
• Data Backup and Disaster Recovery
  A CRM should offer regular data backups and recovery solutions to prevent data loss in case of system failures or breaches.

If you are already looking for a solution but are still undecided, these are the best CRM companies that you can consider.

15 Best CRM Software for Retailers

1. HubSpot CRM

Easy and free to use, cloud-based HubSpot CRM enables retail teams to be off and running quickly without having to commit substantial changes in their existing workflow. It helps retailers of all sizes track and nurture leads and analyze business metrics. The smart and easy-to-use CRM solutions showcase all the necessary basic features while doing away with the often confusing complexity seen in other CRM platforms.

Among other HubSpot CRM details, it offers a visual dashboard with a real-time view of the entire sales funnel. You can then track customer interactions automatically through email, social media, or phone calls, with each interaction stored in a timeline organized by lead. With all these benefits, one might ask the question–are there any limitations to Hubspot?

The vendor offers a comprehensive free trial to get you up to speed with the features. You can sign up for the HubSpot CRM free trial.

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Why choose HubSpot CRM for your retail business:

1. Work with a transparent pipeline. Enjoy the convenience of an elegant dashboard that visually presents the whole of your sales funnel in real-time.  This allows you to filter deals as you fit, look over important appointments, measure performance based on set quotas. For insights that you can act on, simply filter deals by amount, stage, or owner.
2. Automate recording of interactions that matter. Log crucial interactions no matter the channel. Captured details may be synced with Outlook or Gmail for easy retrieval.
3. One place to see it all. Timelines of important meetings, calls, emails, and just about any interaction make it easier to engage effectively with customers and prospects sans the confusion and inefficiencies of spreadsheets. A little link-up with HubSpot’s marketing will inform you on the content that the lead is most interested in for creating a more personalized campaign.
4. Real-time communication to nurture relationships. Conduct live chat or converse via team email for more engaging communications. And HubSpot CRM is agnostic to any messaging channel, which should give you wider access options to your leads.
5. Optimize your contact records right from the beginning. With the availability of over 20 million businesses via HubSpot’s database, you may start with leads and insights your sales team will actually use.

2. Pipedrive

An ardent advocate of the virtue of total visibility in business operations, Pipedrive CRM applies the same as it lets you record and monitor sales information, manage your sales pipeline, and generate sales analysis for reporting and forecasting. For optimization, you simply customize the pipeline at all levels to match your unique retailer business daily monitoring. Flexible and easily integrated with many third-party applications, Pipedrive removes all usage restrictions so you get the most out of the application. Full email integration is already included.

Pipedrive features are built around activity-based selling, giving users the ability to control the actions that drive deals towards completion and maximize results. By walking you through the essential steps for each action, while activating notifications to alert users, Pipedrive puts you in a position to  improve productivity and ensure you don’t miss on sales opportunities again.

If you want to investigate the features closely you can easily do so when you sign up for Pipedrive free trial.

Pipedrive

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Why choose Pipedrive for your retail business:

1. Eliminate admin inefficiency. Pipedrive lets you track campaign progress automatically, clearing your schedule so you can concentrate on areas where you excel.
2. Unparalleled clarity. From start to finish, Pipedrive shows you a streamlined view of your sales process. Persistent clarity ensures you and your team remain on the same page throughout.
3. Clarity in the workplace. Pipedrive helps you fix your sight on the pipeline so your next steps are clearly defined for you.
4. Keep on step with your sales progress. Keeping abreast of your pipeline developments limits your goals and actions to realistically achievable levels.
5. Setup simplicity. You have enough in your hands attending to your pipeline without having to deal with an unwieldy user interface that keeps eating up your precious time.

3. CRM Creatio

CRM Creatio solution offers comprehensive capabilities to help you effectively automate even your most complex retail loyalty programs. Its advanced marketing tools let you conduct strong campaigns to establish lasting relationships with your customers.

Powerful dashboards give you a unified view of your customers across channels and their purchase history, allowing you to manage your reward and processing system, fine-tune your marketing campaigns and determine how they perform over time.

CRM Creatio

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Why choose CRM Creatio for your retail business:

1. Expand your marketing automation. Creatio makes it easy to monitor and find pattern from customer behavior. It lets you segment customers depending on their social demographics, geography and interests to inform your interactions with them.
2. Seamless loyalty and reward programs. Manage various types of loyalty/reward campaigns: spend programs, point programs, discount programs, coupons, tiered, gift programs, etc. Ensure a successful loyalty program by carefully defining processing rules, cards, bonuses, fraud control.
3. Create rich, meaningful data. Build comprehensive consumer information from which to draw decisive engagement strategies certain to match their needs.
4. Smart automation tools convert to excellent service. With its contact center automation, the application lets you handle all customer requests from disparate sources. Automating end-to-end business processes enables you to deliver a seamless customer experience.

Your retail business gains more possibilities with Creatio. If you need more insight about this solution, you can check out this resource on Creatio CRM pros and cons. An appealing test drive of all software features is available to you when you sign up for Creatio CRM free trial.

4. Salesforce CRM

Salesforce CRM gives you Salesforce Einstein, a powerful artificial intelligence (AI) engine. Itallows you to intelligently match shopper preferences with a suitable incentive for optimal conversions. The advanced technology lets you do retail like never before, with all the solid ecosystem the vendor is known for at your back any time.

A treasure trove of Salesforce CRM features has enabled the application to consistently garner awards. With this innovative CRM for your retail, you are getting a great platform from extensive sales and marketing solutions under the Salesforce brand, including separate systems for analytics, marketing, service, and community cloud.

You can try all its premium features at no cost when you sign up for Salesforce CRM free trial.

Salesforce CRM

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Why choose Salesforce CRM for your retail business:

1. Retail reinvented. A digital makeover lets you create immersive and personalized experiences to the delight of shoppers. Drive effectiveness, increase conversion, and innovate faster via powerful tools like customer intelligence, analytics, IoT tracking, and connected data into every business decision.
2. Speedy conversion. Unify commerce everywhere and improve conversion rates with powerful omni-channel capabilities. Boost sales by serving up personalized offers across web, mobile, social, and stores. And extend inventory with endless aisle functionality.
3. Make every interaction matter. Collect and integrate data from every touchpoint to provide a 360-degree view of the shopper that informs each marketing decision. And build 1-to-1 journeys at scale across any channel including email, mobile, social, digital advertising, online, and in-store.
4. Pave employee road to success. Empower associates with innovative solutions so they can get smarter and more predictive with their shoppers. And accelerate productivity with real-time product and customer insights, task management, social collaboration, and training tools to cultivate retail talent.

5. NetSuite CRM

You may know NetSuite as a robust enterprise resource management solution. But did you know that it has a powerful customer relationship management platform as well? NetSuite CRM offers a complete view of customers, from the day they enter into the workflow as leads. Since customer representatives have a full view of what goes on in their respective lifecycles, they can provide the best customer experience right from the start.

Our NetSuite CRM overview highlights features like knowledge management. This is an important aspect of CRM, as customers and potential buyers rely on knowledge bases to learn more about products or services and their features or inclusions. Employees themselves can benefit from this as well because they can use it for training and for refreshers.

NetSuite CRM

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Why choose NetSuite CRM for your retail business:

1. Get the most of 360-degree view of customers. NetSuite CRM offers a full view of customers throughout their lifecycle. With that, you can offer exceptional customer service at any stage of their journey.
2. Knowledge management module. This essential module can aid you in ensuring that your CRM team is equipped with updated information regarding your offerings. Customers and potential clients can make good use of your knowledge base, too, to learn more about your products or services.
3. Tracking client activity. NetSuite CRM assists users in keeping track of the movements of prospects so that they can strike deals and offer promos at the right time.
4. Analyze employee performance. If you want to track how productive your employees are, you can check progress reports, view their task-completion ratio, and scrutinize workflows.
5. Partner relationship management. Customer relationships are not the only ones you can manage on this platform. You can oversee partner relationships as well. Doing so allows partners to create timely joint marketing campaigns and to organize partner-focused sales.

6. monday.com CRM

monday.com CRM for retailers is a powerful solution that takes away the complexity of a CRM by way of a powerful visual tool. By treating the tracking of prospects and clients as a simple to-do list, the platform lets you manage your pipeline from lead to post-project without missing a step.

monday.com consolidates all information and communication in one place while speeding up your sales process. Its filter and expansive customization tools let you manage deals in a way that suits exactly how you want to work.

At 16 cents per user a day, monday.com CRM’s Basic plan sets you back less than a pencil per person. Considering that this monday.com pricing gives you powerful searching capabilities and unlimited storage alone makes the offer a compelling one for your retail business. It is extremely flexible and can handle many customizations, which has led many to ask, is monday.com the best project management tool?

monday.com now offers a free plan for two users. If you want to add guest viewers, that comes at no cost as well. You can scale up to any one of the four paid pricing plans if your needs require more than two seats.

monday.com

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Why choose monday.com CRM for your retail business:

1. Simplify your deal workflow. From managing customer interactions, faster communication to the consolidated customer database and easy-to-understand layout, monday.com provides all the tools so workflows give you the results you need while dealing with your leads.
2. Strike it right with opportunities and leads. From juggling listings to handling negotiations and transactions, monday.com has all the tools to make the most of the window of opportunities provided by your leads.
3. Information that gives you the edge. monday.com reminds you of anniversary or birthday dates to set you up one step ahead of your competition.
4. Dispense with routine work quickly. Use your board to quickly match requests with listings or access important documents.

7. Freshsales

Freshsales is a CRM solution with automation at its core. It is applied to the whole sales cycle, making the workflow run smoother. On top of that, the software also leverages the power of artificial intelligence in contact, account, and pipeline management. As a result, your sales team can be more efficient.

Other Freshsales features, such as web forms and chat campaigns, allow your sales team to get more details from prospects and reach them faster. You can also benefit from the territory management feature. With it, you can ensure that sales professionals who meet the criteria are assigned to areas or localities to which they are the best fit. In that way, making connections with potential customers is easier.

Should you be interested in this software, the vendor offers a convenient free trial plan that you can use to test out its features firsthand at no cost.

Why choose Freshsales for your retail business:

1. Personalization rules. So many aspects of Freshsales are up for customization. These include currency and language, roles, sales activities, lifecycle stages, modules, and more. With this flexibility, you can turn the platform into something that is truly fit for your business.
2. Increased efficiency with automation. Automation is at the core of Freshsales. As such, you can find rules, sequences, and routing options for assignments, interactions, and call management.
3. Engagement at the right moment. Chat Campaigns is one of Freshsales’ features that help you strike when the moment is right. This can aid you in gaining more qualified leads and in boosting your conversion and sales.
4. Cross-channel communication. Each customer has their own preferred mode of contact. Your sales team can be ready to meet them wherever they want, as Freshsales integrates with a wide variety of communication channels. And in case the customer wants to use a different channel for next time, then that is still possible.
5. Improved collaboration. A team working together seamlessly is essential to providing excellent experiences to customers. Freshsales enables this by providing a unified view of customer information. Each sales team member can get a client’s surface information or delve deeper into the details like their touchpoints and sales activities.

8. Zoho CRM

Zoho CRM provides retail businesses with an all-in-one platform for their marketing, sales, inventory, and customer support needs. An integrated solution designed to cater to retail businesses of any size, Zoho CRM equips you and your team with all the necessary tools to ensure that your retail and supply chain operations are managed properly and effortlessly.

With Zoho CRM, you can create campaigns that target a specific group of customers categorized based on your set parameters, including purchase history, engagement, geographical location, etc. Zoho CRM also lets you design your own online catalog that lets your customers view your inventory as well as directly make a purchase from the catalog itself. And by integrating Zoho CRM with messaging applications like WhatsApp, telephony, live chat, and social media channels, your business can leverage the capabilities of an omnichannel platform to increase sales and continue to engage with your customers.

Zoho CRM

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Furthermore, Zoho CRM delivers reports and insights in real time, which aids in helping you and your team make smarter business decisions, especially during unforeseen critical situations. In terms of integrations, Zoho CRM can be integrated seamlessly with more than 100 applications such as Shopify and other Zoho products. In terms of the pricing, you can learn more about Zoho CRM pricing packages in one of our articles.

Why choose Zoho CRM for your retail business:

1. One secure place from which to manage everything. Zoho CRM places your retail business’ core processes in a single and well-integrated platform.
2. Highly customizable. Zoho CRM’s user interface can be modified in a way that fits how you operate your business.
3. Mobile ready. You can manage your retail business on the go using Zoho CRM’s mobile app.
4. Freemium plan and affordable package upgrade. Zoho CRM is completely free for small businesses. Its paid plans, on the other hand, are offered at reasonable prices that start at $18/user per month.
5. Extensive list of integrations. Zoho CRM cam be integrated seamlessly with more than 100 applications.

9. LeadSquared Sales + Mobile CRM

LeadSquared Sales + Mobile CRM software is excellent for retail. Its comprehensive tools help retailers manage their sales pipeline by expediting sales and marketing. LeadSquared’s user-friendly design and flexible pricing make it an excellent choice for companies of all sizes.

LeadSquared lead management technologies benefit retailers. They assist sales teams in identifying and managing promising leads. Retailers may prioritize the conversion of high-quality leads into customers.

LeadSquared Sales + Mobile CRM

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With marketing automation, LeadSquared assists retailers in nurturing leads and converting them into loyal customers. Automated communication and targeted marketing efforts can increase customer engagement and brand loyalty. The functionality, user-friendly interface, and various price levels of LeadSquared make it an appealing CRM solution for businesses looking to streamline sales and marketing.

Why choose LeadSquared for your retail business:

1. Better lead management: Capture and manage leads effectively and leverage a lead scoring system to prioritize leads based on their potential to convert, ensuring that teams focus on the most promising leads.
2. Improved marketing automation: Nurture leads and convert them into loyal customers. Ensure customers receive personalized offers and communications that match their interests and preferences.
3. Seamless integration: This tool integrates seamlessly with popular platforms such as Mailchimp, Salesforce, and Google Ads, making it easy to manage their marketing campaigns from a single platform.
4. Real-time analytics: Get valuable insights into your team’s performance, enabling you to identify areas of improvement quickly.
5. Mobile CRM: Manage sales pipeline on the go and enhance productivity and efficiency. The mobile app allows teams to access customer data, manage tasks, and respond to customer queries from anywhere at any time.

10. Pipeline CRM

Pipeline CRM can help improve customer service by providing a centralized platform to store and access customer information, enabling retailers to personalize their interactions with customers. It also allows retailers to track team efficiency by monitoring sales team performance and identifying areas for improvement. Likewise, the software can help retailers manage inventory by providing a clear overview of stock levels and automating reorder processes. By providing a holistic view of the entire company, Pipeline CRM allows retailers to make data-driven decisions and optimize their operations for greater efficiency and profitability.

Pipeline CRM

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Why choose Pipeline CRM for your retail business:

1. Email campaigns. Personalize email campaigns to leads, track engagement, and set up automated sequences, including integrations with email marketing tools like MailChimp to improve customer communication.
2. Sales automation. Automate sales processes and reduce errors with customized workflows, freeing up retail sales teams to focus on important tasks.
3. Custom fields. Customize fields to capture specific information on-location or during events, and seamlessly integrate with popular business tools like Google Apps and Zapier to streamline sales processes and improve efficiency.
4. Analytics. Gain valuable insights into lead sources, deal stages, and team performance to make data-driven decisions and improve the retail sales process.

11. Zendesk Sell

Even when it was still known as Base CRM, Zendesk Sell already had the reputation of being a powerful tool for B2B and B2C sales professionals. It enhances productivity with its smart use of automation for the sales process. Sales agents do not need to manually capture data as the platform does the job for them. In addition, it creates visualizations of data that make them easier to understand. Thus, sales team members are empowered for meaningful decision-making.

You may learn more about this CRM solution in this expert Zendesk Sell overview resource, or, you can check the solution closely when you sign up for a Zendesk Sell free trial.

Why choose Zendesk Sell for your retail business:

1. Integrated solution. You can connect Zendesk Sell with your favorite solutions out-of-the-box. For example, you can connect it with your Shopify account so that critical information from the marketplace is accessible on the Zendesk Sell platform.
2. Aligned conversations. Zendesk Sell keeps a record of email communication. Not just that, it keeps them in context, too. With this, it is possible to have aligned conversations to help your sales team sell better.
3. A world of opportunities. Zendesk Sell offers access to millions of businesses and professionals. The platform provides intelligent lead recommendations so you can tap these markets and win more customers over.
4. Profile enrichment. Even in retail, profile enrichment is an essential activity. This is so you can better understand customers and understand what they want. You can then use this information in your marketing efforts.
5. Best practices insights. Zendesk Sell has numerous reporting tools that are ready for you to use anytime. You can view sales performance metrics to understand how well your sales professionals are doing. Using the information from this, you can find ways to improve performance and implement best practices.

12. vCita

While not a fully-featured CRM too, vcita is powerful enough to bridge the distance between you and your customers, from anywhere and any time. The application serves as your foundation to stronger customer relationships, with lead generation and organizational tools that are ideal if you are just starting to grow your retail business.

Key vcita benefits include tools to organize your leads and store your clients’ information all in one place. It’s designed to make your business accessible to clients 24/7,  allowing you to streamline your workflow from storing contact details to processing invoices and beyond.

An appealing test drive of all software features is available to you when you sign up for vCita free trial.

Why choose vcita for your retail business:

1. Convenient online payments. Fast, convenient payment is just a click away via credit card or PayPal.
2. Provide client portal. Do business like the big guys with a portal for each client. The portal enables clients to access their activity history, request services, reschedule appointments and more.
3. Persistence that pays. Cut on the time chasing after client payments by implementing automated payment reminders.
4. Ensure clients and staff are up to task. A shared team calendar eliminates second-guessing and establishes the next agenda clearly.
5. Mix and match perfectly. Match leads with the right agent so no opportunity slips away, with monitoring tools to allow you to intervene as necessary.

13. Pipeliner

Pipeliner is a CRM that empowers retailers to build and create win/win relationships, better collaboration between team members and teams, and higher visibility into business operations. To this end, Pipeliner features include a unified customer database, among others. It can carry all profiles and everything related to contacts such as client history. This can help sales representatives understand the needs of a patron and approach them with new products or services that are in line with their requirements.

Moreover, the platform has an agent focus functionality. This modern feature lets agents concentrate only on their own or their group’s pipeline. This also means they can focus their attention on the leads, accounts and contacts, and communication assigned to them. This removes distractions so they are more effective in handling sales opportunities.

If you want to know more about the features you can easily sign up for Pipeliner free trial.

Why choose Pipeliner CRM for your retail business:

1. Relationship mapping. You can add all contacts to the platform for better management. Not only that, you can see the relationships between customers and see who is influencing whose purchase decisions. Seeing neatly mapped relationships can aid you in building stronger relationships with buyers.
2. Social selling. Retail customers nowadays like to buy online—on social media. You can take advantage of this trend with Pipeliner’s social selling functionality. There is a host of tools available that lets you keep track of your social prospects so you can engage them in conversations and win them over.
3. Hyper dashboard. Pipeliner’s dashboard, which it brands as Navigator, is a unique one. It has five integrated components that organize data and help you focus on important information. Further, its components keep you updated on activities. It even offers advice when there are areas that you can still develop.
4. Visual timelines. True to its name, Pipeliner provides a pipeline that is powerful and visual. Its intuitive pipeline shows your sales process and indicates where there are opportunities you can exploit. You can drag or drop these opportunities to move them along the pipeline or label them to signify their status.
5. Documents are always one click away. Efficiency is an important ingredient in sales success. This is something Pipeliner understands, which is why in the platform, users can access pertinent documents in just a click.

14. Daylite for Mac

Daylite for Mac is a comprehensive, all-in-one solution that retailers can use to organize CRM and project management processes. Through the software, sales teams can organize contacts and use lead segmentation and list management features to prioritize leads. Built-in pipeline management capabilities also help managers track sales opportunities and leads throughout their lifecycle and spot potential bottlenecks in the pipeline.

Daylite for Mac features also allow business owners to benefit from more efficient project management. Projects, tasks, and calendars are centralized into one dashboard and progress can be tracked through due dates and milestones. All these features help users become more productive.

Daylite for Mac

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Why choose Daylite for Mac for your retail business:

1. Work offline without losing information. Daylite is designed as a native app with local data. This means your data is always accessible, even if you work offline.
2. Collect all relevant information in one place. Through Daylite, users get a unified, organized platform for viewing contacts, updating projects, and tracking customer interactions. Shared calendars also ensure that managers can easily view team schedules whenever needed.
3. Stay on top of client follow-ups. Through notifications and reminders, Daylite helps reps keep prospects, leads, and existing customers engaged. Detailed histories of calls, emails, and meetings also add context to customer interactions.
4. Seamless integrations with Mac apps. Daylite is designed to work best with Mac apps, including Apple Calendar, Mail, Contacts, and Notification Centre. Through Siri, Daylite can also be used hands-free from iPhones and iPads.

15. Salesmate

In terms of budget-friendliness, small and growing retailers can appreciate this solution, as Salesmate pricing starts at just $15 per month. For that amount, you can see the whole pipeline, fully understand what is happening in the sales process, and make improvements where necessary.

Additionally, Salesmate’s workflow automation feature removes redundant tasks from the plates of sales reps. The solution automatically updates customer records and notifies collaborators as well. This enables streamlined communications and ensures that whoever is speaking with the customer can give them what they need. This is especially beneficial when a loyal client comes in so that you can cater to its exact requirements.

Why choose Salesmate for your retail business:

1. Built-in texting tool. If you have updates regarding a client’s order or inquiry, you can inform them directly from Salesmate. The solution has an in-built SMS messaging tool for getting in touch with your clientele easily.
2. Focus on conversations. Salesmate comes with a drip campaign feature that is enabled for SMS and email. This empowers sales teams to focus on customers and reach out to them whenever there are new deals they may be interested in.
3. Outlook and G Suite integration. Out-of-the-box synchronization with Outlook and G Suite centralizes information regarding prospects. Concerned staff can access the data at any time to learn more about customers and curate better retail experiences for them.
4. Report library. Sales and team reports are within easy reach in Salesmate. The platform has a robust report library that aids in generating reports regarding sales performance and team activities. These reports can provide actionable insights that you can use to enhance sales activities.
5. Product catalog. Salesmate goes beyond the usual CRM functions by giving you space for your product catalog. This is advantageous when customers ask for prices and availability whether in your store or in other communication channels, as sales representatives can give quick answers.

Choose from the Top CRM Solutions

There you have it: the top 15 best CRM software solutions for retailers ranked according to their value and functionality. Award-winning HubSpot CRM leads the pack with its intuitive feature set and its highly flexible interface that’s built to help you improve customer relations and boost conversions. You can better understand why it remains the leading CRM application in the market when you sign up for a free plan. This will allow you to explore its features and familiarize yourself with the interface before going for a paid plan.

Other top CRM software are worthy of your attention, too. They have their own unique features that may exactly be what you need for your retail business. If you are looking for something specialized, there is surely a vendor on the list that can meet your requirements. To learn more about the leading CRM solution for retailers, be sure to sign up for their free trial plan. In this way, you can test its features firsthand at no cost.

But if you are still unsure, you can check these 6 tips on how to choose the best CRM software for your business.

Key Insights

• Importance of CRM for Retail: CRM solutions help retail businesses, both brick-and-mortar and ecommerce, to organize their contacts, track customer interactions, and maintain strong customer relationships. This is essential for boosting sales and marketing processes.
• Top CRM Recommendation: HubSpot CRM is highlighted as the best CRM for retail due to its advanced tools for engaging customers, ease of onboarding, and scalability, with a free version available.
• Challenges for Retailers: The retail industry faces challenges such as store closures and the need to enhance customer relationships, especially in light of the COVID-19 pandemic.
• CRM Benefits: Implementing a CRM can improve customer segmentation, create better promotions, and increase customer retention rates.
• Diverse CRM Options: The article lists and reviews 15 different CRM platforms, each with unique features and benefits tailored to various retail business needs.

FAQ

1. What is a CRM and why is it important for retail businesses? A CRM (Customer Relationship Management) system is a tool that helps businesses manage customer interactions and data. For retail businesses, it is important because it organizes contacts, tracks customer interactions, and helps maintain strong relationships, which are crucial for boosting sales and marketing efforts.
2. What makes HubSpot CRM the best choice for retail? HubSpot CRM is considered the best for retail due to its user-friendly interface, advanced tools for engaging customers, and scalability. It offers a real-time sales dashboard, automatic interaction tracking, and seamless integration with email and social media, making it easy for retail teams to manage their customer relationships effectively.
3. How can CRM software help retail businesses during economic challenges? CRM software can help retail businesses during economic challenges by improving customer segmentation, enabling better-targeted promotions, and increasing customer retention rates. By maintaining strong customer relationships and providing personalized experiences, retailers can better navigate economic downturns and remain competitive.
4. What are some key features to look for in a CRM for retail? Key features to look for in a CRM for retail include a visual sales dashboard, automatic interaction tracking, customer segmentation, marketing automation, loyalty program management, and seamless integration with other business tools such as email, social media, and e-commerce platforms.
5. Are there free CRM options available for retail businesses? Yes, there are free CRM options available for retail businesses. HubSpot CRM, for example, offers a comprehensive free plan that includes many essential features. Other CRM platforms may offer free trials or freemium plans that allow businesses to start without a significant financial commitment.
6. How can CRM software improve customer retention rates for retail businesses? CRM software can improve customer retention rates by helping businesses understand their customers better through data analysis and segmentation. It enables personalized communication and targeted promotions, enhances customer service through efficient management of interactions, and provides tools for managing loyalty programs. All these features contribute to building stronger, more loyal customer relationships.

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.