15 Best CRM Software for Retailers

Salesforce: Top CRM Solution


CRM software in retail can help you increase customer satisfaction, improve your company’s performance in the marketplace and reduce your costs. CRM software lets you analyze and improve your relationships with individual customers to create advantages for both parties.

Here at FinancesOnline, we always remind potential software purchasers to select the appropriate software and ensure it includes the features you need. To accomplish that, you have to know how CRM features work and what effects they will have on your retail operations.

Among many things,  you can focus on how the CRM can improve your customer segmentation. CRM can easily help you gather information about each of your customers, including preferences and demographic data. With such information, you can segment your market and customize your approach to each group of customers. For example, if you find you have a large number of sports-minded teenagers in a segment, you can create a youthful sports retail environment.

The next area you should be looking at is how the CRM can help your promotions. The data that the CRM collects for you lets you not only to target a market segment with promotions that appeal to its members, but also to target individual customers. For example, you could be seeing a customer has visited your website and looked at particular products. The next straightforward step is to simply include promotions of those products in his mailings. In one quick step you are benefiting from how CRM reduces promotions that are of no interest to the recipient and increases the relevance of material you send out.

You should also be looking at how the CRM could impact your retention rates. Of course it could improve your help desk personnel too. The whole point of a CRM is to increase the retention of customers, which easily translates to revenue expansion. By serving them in a more focused and convenient way, you can further increase this effect by letting the CRM help you implement customer loyalty programs. Since it already track purchases, you can issue reward points and bonuses to your valuable customers accordingly. This helps you further reduce costs because sales to long term customers are less expensive than sales to new customers.

On the other hand, you could be needing a CRM tool for another industry. In that case, you could check out our expert piece on the best 15 CRM for the real estate industry if that happens to be your area.

CRM for retailers

1. Salesforce CRM

Heading our best 15 CRM software for retailers is Salesforce CRM, which gives you Salesforce Einstein, Salesforce’s artificial intelligence (AI) that creates predictive 1-to-1 shopper journeys to deliver the right incentive to the right audience, on the right channel, at the exact right time. What it means is smart retail that works all the way for your business. And because it’s built into Salesforce, you can leverage the  vendors’ vast cloud infrastructure.

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 an 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 a Salesforce CRM free trial here.

Why choose Salesforce CRM for your retail business:

  1. Reinvent the store. Give stores a digital makeover to create immersive, personalized experiences that shoppers love. Drive effectiveness, increase conversion, and innovate faster by incorporating customer intelligence, analytics, IoT tracking, and connected data into every business decision.
  2. Turn shoppers into buyers, faster. 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. Personalize every interaction. 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. Set up employees for success. Empower associates with clienteling 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.

2. HubSpot CRM

Easy and free to use, cloud-based HubSpot CRM is built to be a platform that allows retail teams 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 carries all the necessary basic features but without the often confusing complexity many other CRM platforms have.

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 and every interaction is stored in a timeline organized by lead.

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 here.

Why choose HubSpot CRM for your retail business:

  1. Manage your pipeline with total visibility. Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.
  2. Log every activity automatically. HubSpot CRM is capable of automatically tracking interactions between customers – no matter if they’re using email, a call or social media. Sync with Gmail or Outlook, and capture every call, email, or meeting as it happens.
  3. See everything about a contact in one place. Go way beyond names and job titles. Every interaction is stored in a tidy timeline, including calls, emails, meetings, and notes. You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off. Sync up with HubSpot’s marketing software, and you’ll know which content your lead has consumed so you can personalize your approach.
  4. Chat with prospects and customers in real time. Start building better relationships with your prospects and customers through personalized, one-to-one conversations. HubSpot CRM includes free tools for live chat, team email, and bots, plus a universal inbox that gives sales, marketing, and customer service teams one place to view, manage, and reply to all conversations — regardless of the messaging channel they came from.
  5. Enrich contact records automatically. Get insights your sales team will actually use by automatically populating contact records with details from our database of over 20 million businesses.

3. Freshsales

With Freshsales for retail, you can automatically capture your website visitors as sales leads and group them based on their engagement with your website. You can then assign them to the right salespeople on your team and reach out to each lead with complete context and an informed call-to-action.

As retailers, it’s imperative to be on your toes anticipating the needs of your diverse clients better, establishing consistency in maintaining your relationship with them and delivering speedily.

Freshsales CRM benefits include helping you serve your clients better by providing you with a seamless experience across the client lifecycle. Its single, unified system stores and organizes all contacts, manages leads, tracks communication and opportunities, automates workflows, analyses sales and helps you maintain quality relationship with your clients.

The vendor has an appealing free trial where you can tinker with the features at no cost. You can sign up for the PRODUCT free trial here.

Why choose Freshsales CRM for your retail business:

  1. Manage leads minus the clutter. Automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to each lead with complete context and an informed call-to-action.
  2. Benefit from 360° customer view. Access customers’ social profiles, identify customer touchpoints (website, product, interactions, appointments), and more—from a single screen.
  3. Territories. Group your sales team by territories. Focus on areas where you’re closing more deals, and identify territories with potential business.
  4. Auto profile enrichment. Bid goodbye to manual data entry! When a lead is added in the sales CRM, their social profile information and photo are automatically updated in their profile.
  5. Smartforms (web-to-lead). When a visitor fills your web form, they’re automatically added as a new lead in Freshsales. Plus their profile is auto-enriched with lead score, social media information, and photo.

4. Pipedrive

With an emphasis on total visibility, Pipedrive CRM allows you to monitor and record sales information through pipeline management, sales reporting and forecasting. You can customize the pipeline at all levels to optimize it for your unique retailer business daily monitoring. Flexible and easily integrated with many third-party applications, Pipedrive gives you no restrictions in usage. 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 focusing on each action in a step-by-step manner, with notifications to alert users, Pipedrive is placed to improve productivity and ensure sales opportunities are not missed.

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

Why choose Pipedrive for your retail business:

  1. No more wasted time on admin. Your emails, calls, and progress are tracked automatically. Pipedrive clears the way, so you can focus on doing what you do best.
  2. One tool, one process. When firing up Pipedrive, you’ll always land on a single, streamlined view of your sales process. It gives clarity and gets your team on the same page.
  3. Always know what to work on. Pipedrive focuses your mind and efforts on the pipeline so you can see where you are and what you need to do next.
  4. Track your sales progress. Because the pipeline is your starting point, Pipedrive keeps your actions on-point not off-target and your goals realistic not idealistic.
  5. Truly easy to set up. Pipedrive is an easy sales tool to implement. There’s no 200-page list of functions, and no two-day training required. Just log in, fill up your pipeline and start selling.

5. Zoho CRM

The latest Zoho CRM review reveals Zia, its artificial intelligence (AI) implementation. Zia learns about your business and your team, offering predictions on trends, anomalies, conversions, and deals closing. Zia also automatically automates recurring tasks to speed up your sales cycle.

Zia Voice can get on the line or online for you. Through call or chat, you can ask her for record info, reports, or to add new data to CRM. For leads and deal predictions, Zia can identify the probability of a lead/deal slipping away or closing by analyzing the sales activities of each record. To check for anomalies and trends, Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends.

You can check the solution closely when you sign up for a Zoho CRM free trial here.

Why choose Zoho CRM for your retail business:

  1. Multichannel. Connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. Zoho CRM’s SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media.
  2. Intelligent automation. Zia monitors automation and offers suggestions to correct the workflows that run your sales process.
  3. Best time to contact. Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions.
  4. Data enrichment. Keep your data up to date with your customer base’s demographics, phone numbers, and social media accounts.
  5. Territory management. Segment customers across different territories, assign them to the right reps, gain insights on territory-wide sales, and exceed sales forecasts.

6. bpm’online CRM

Bpm’online CRM solution offers comprehensive capabilities to automate retail loyalty programs of any complexity and run marketing campaigns aimed at building long-term relations with retail customers.

It helps you gain a single view of your customers across channels and their purchase history, allows for managing rewards cards and processing rules, develop marketing campaigns, and analyze marketing activities efficiency.

If you want to know more about the features you can easily sign up for a bpm’online CRM free trial here.

Why choose bpm’online CRM for your retail business:

  1. Extended capabilities for marketing automation. Track and analyze customer interests and buying behavior: pages visited on the website, social media activity, email campaign response, purchases online and in retail stores, ratings and reviews. Customer segmentation is based on social demographics, geography, buyer behavior, online behavior and interests to better identify and engage with each of customer segments.
  2. Coordinated loyalty and reward programs. Among many things, the application lets you manage various types of loyalty / reward campaigns: spend programs, point programs, discount programs, coupons, tiered, gift programs, etc. You can manage all the aspects important for successful loyalty program operation: processing rules, cards, bonuses, fraud control.
  3. Efficient customer data management. Obtain comprehensive consumer information to get a deeper understanding of customers and best tune engagement strategies to their needs. You can, for example, capture robust customer data such as purchase histories, profiles, wish lists, loyalty program information and track and analyze customer interests and buying behavior.
  4. Smart automation tools to provide excellent service. Bpm’online retail CRM allows for contact center automation, lets you track all customer requests from different sources. Automating end-to-end business processes gives you the capacity to deliver a seamless customer experience.

Your retail business gains more possibilities with bpm’online CRM. If you need more insight about this solution, you can check out this resource on bpm’online CRM pros and cons. If you want to know more about the features you can easily sign up for a bpm’online CRM free trial here.

7. Copper CRM

Copper CRM, formerly known as ProsperWorks, is the only CRM designed to fit in your Gmail inbox. If your retail business is heavily reliant on Gmail communications and you’re tired of switching between your inbox tab and other windows, Copper is the Google-recommended way to manage your prospects, leads, partners, and more—right from Gmail.

The system is completely cloud-based, totally freeing you of any installation or maintenance concerns. Optimized for mobile usage, the Copper working suite will be available on all devices. And to be clear, Copper CRM is not only connected to Google’s products, but also Ring, Slack, MailChimp, and Dropbox. Companies with large software ecosystem can also make use of dozens of Zapier integrations or simply check the tool’s RESTful API to connect it to virtually any system.

Why choose Copper CRM for your retail business:

  1. Like having an email assistant. Get notified when your contacts open your emails so that you always know when to follow up.
  2. Your day takes care of itself. Just one of the perks of auto-magic syncing: contacts can see your availability and book meetings with you—without the “so when are you free?” back and forth.
  3. Never lose a file again. Easily upload and find Docs, Sheets, and Slides (they’re linked directly to your accounts).
  4. Hangout with your team. Start video meetings right in your crm and talk about critical changes in secure chat rooms.
  5. Manage multiple pipelines in Gmail. Need a better way to visualize your pipelines? Copper gives you that. Track custom pipelines, see how long each deal spends in different stages—oh, and to update deals, all you have to do is drag and drop.
  6. Say goodbye to data entry. Imagine a CRM that makes life this easy: not only does Copper scrape the internet to get your leads’ work details for you, it also auto-captures emails and links them to the right companies.

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

8. amoCRM

Next in our best 15 CRM software for retailers is amoCRM for retail, which gives you an all-new functionality in the digital customer pipeline. With Dynamic Segmentation, you can now pass customers to different stages based on a variety of triggers.

Among amoCRM details, the application helps you send all those customers who have spent more than $500 to a certain stage to separate the big spenders from the penny pinchers. Another option is to automatically send buyers to a new stage when they fill out a form. There are loads of options for making sure your customers are segmented, so you can hit them with the email blasts and text messages that are most likely to persuade.

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

Why choose amoCRM for your retail business:

  1. A snapshot of your sales. amoCRM’s new regular report feature gives you a full view of your department’s sales performance. Want to know how many leads were won this month or how much money you pulled in at the end of each week? All this and more is at your fingertips. You decide which data to receive and when to get it. And if you don’t want to wait, request a report right now via email or even Telegram.
  2. Auto-fill leads. Email is a powerful way to generate leads, but manually entering data from messages into the CRM is a nightmare. Not anymore. The new version of amoCRM can transform emails into templates that extract vital info and fill in the lead card automatically. The built-in email parser is easy to use too — just create a template once, and watch fully-filled lead cards roll in.
  3. Real-time interface gives you visible changes. No more refreshing the page to see your changes — now amoCRM is automatically updated in real-time. You can see the results of your actions before your very eyes: create new leads, progress them through the pipeline and more instantaneously.
  4. Measure satisfaction. amoCRM’s new tool for handling client requests, the Net Promoter Score feature, gives you a transparent way of measuring the happiness and loyalty of your customers. Now whenever an issue is marked resolved, the customer is invited to evaluate the service they received. Negative ratings automatically notify the user of your choice, so you have a clear way of tracking employee effectiveness. Even better, with custom answer templates, your team can swiftly process requests the moment they come in.
  5. Custom-build your CRM. amoCRM’s new super widgets have expanded the possibilities for improving your system. Add your own settings, partitions, lists, directories and even interfaces. You’ve got complete and total access to your data.

9. OnContact

For as much as $65 per user per month for OnContact pricing, you get an all-in-one customer relationship management solution that gives you 6 suites and over 30 applications to grow your retail business to new levels of success

The tenth edition of this flagship customer relationship product by WorkWise provides a compact sales, marketing automation, customer service, and adept contact center, with these functionalities combined on a single dashboard, effectively eliminating complex navigation patterns.

You can easily sign up for a OnContract free trial here and get to know the features firsthand at no cost and without commitment.

Why choose OnContact for your retail business:

  1. Sales automation. From lead generation to pipeline management, OnContact CRM software supports your sales staff throughout every phase of your sales cycle.
  2. Marketing automation. From campaign management to tracking website visitors, OnContact CRM includes comprehensive marketing automation software at no extra cost.
  3. Customer service. With OnContact’s customer service software, you can track incidents and defects, reference knowledge base articles, assign and escalate cases, manage service agreements, and more.
  4. Mapping. Help your sales reps get the most out of their trips. Powered by Google Maps, OnContact’s mapping functionality allows you to see other companies and prospects to better plan your trips and schedules.
  5. Management. OnContact CRM software includes all the tools managers need to drive results and make data-driven decisions.
  6. Integration and customization tools. From QuickBooks integration to do-it-yourself customizations and powerful integrations, OnContact delivers the tools you need to thrive.

10. InfoFlo

A contact management and customer relationship management system, InfoFlo lets you find and track all important information about your contacts and manage customer data. It automatically links all necessary contact information to the appropriate contact, giving you access to all that information by providing a single link.

Along with other outstanding InfoFlo features, it provides a powerful Outlook sync on the market. It is a fully integrated contact, relationship, email, calendar, document, sales and task management solution with a Quick Books, Outlook and Google Sync to expand your retail possibilities.

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

Why choose InfoFlo for your retail business:

  1. Focus less on your CRM and more on your business. The better you manage your customer relationships, the easier it becomes to conduct business. InfoFlo allows you easily manage all of your customer relationships in one easy to use interface, so that you have all the most important information you need at a glance.
  2. A CRM software package that won’t break the bank. For just $99 (= $1.50 per month over 5 years) you will receive a feature-packed contact management system with over 20 built-in components and includes free upgrades for life. InfoFlo is focused on managing your customer records to give you timely access to critical data and actionable business insights. This means less time wasted trying to find your data and more time doing business.
  3. Own your own data: securely run InfoFlo on your local network or in the cloud. Your data is the most important asset to you so why compromise security with a hosted solution. InfoFlo, will work the same on your local network or in your private cloud. You can five InfoFlo a try and there’s no commitments and credit card information required.
  4. Complete office solution. Go beyond a traditional CRM and get all the features you actually need to run your business like project management and phone system integration. InfoFlo delivers superior customer service and support and incorporates customer feedback into its research and development, making sure its software’s capabilities and processes give you the functionality you need to manage your business efficiently.
  5. Custom fields. Do you want to add custom fields to your contacts, companies, or projects? With InfoFlo, it’s simple to set up and we offer different types of custom fields like drop down menus, check boxes, text fields, date fields, etc..

11. vCita

Whether in your office or on-the-go, your retail clients are always a click away. Manage all client communications and stay in touch with your staff around-the-clock. Businesses are built on relationships—your contact management software is at the core of building a stronger connection with your clients. But vCita is not a fully featured CRM—rather, it’s more of a personal assistant, lead generator and organizational tool ideal for SMB retailers.

Among vCita benefits, it organizes your leads and stores your clients’ information all in one place. It lets you and your business accessible to clients around the clock and streamlines everything from initial client contact to processing invoices and beyond.

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

Why choose vCita for your retail business:

  1. Online payments. Get money in your pocket sooner – let clients pay for services and invoices online via credit card or PayPal.
  2. Client portal. Serve like the big guys and still keep your personal touch with a client portal for each client. Let clients log in to view their activity history, request services, reschedule an appointments and more.
  3. Automated client notifications. Spend less time on daily admin tasks, minimize last-minute cancellations and cut no shows by 50% with automated meeting and payment reminders.
  4. Bring your staff and clients closer together. Collaboration among your staff is easier than ever through vCita CRM. With a shared team calendar, keeping an eye on your staff’s day-to-day activities is a cinch. In short, you and your staff will never have to second-guess what’s next on the agenda again.
  5. Let your team take control. Through vCita, you can assign leads from your website or social media directly to a team member to nurture that new relationship. In fact, it lets you assign any of your clients across your team at any time, all the while allowing you to monitor your clients’ information once you’ve passed them along.
  6. Give clients the freedom of choice. Let your clients know that you value their wants and needs. vCita CRM gives your clients the opportunity to choose which staff member they want to book with. Remember: sometimes it’s the smallest conveniences that make the biggest impact on your clients.

12. Scoro

A cloud-based business management software that can double as CRM, Scoro gives you a single place for everything you need to know and do about your customers. It gives you instant overview of each customer on one page, including contact details, invoices, meetings, linked projects, etc.

Our Scoro overview highlights features including collaboration, work scheduling and tracking, project management, customer relations management, quoting and billing and advanced reporting and dashboards. Its user-friendly interface is complemented by its elimination of the need to switch between solutions and email clients.

You can use all the features for free for a period of time to see if the software matches your needs. Simply sign up for a Scoro free trial here.

Why choose Scoro for your retail business:

  1. Get a 360-degree overview of each deal and client. Create a company-wide contact base, and manage proposals in a pipeline view for effective communication and billing. See all customer-related information on a single page—past meetings, quotes, related salespeople, email conversations, etc.
  2. No lead gets left behind. Get a visual overview of your sales funnel and track how leads move from one stage to another.
  3. Know your customers. Scoro lets you have real-time view of each customer on one page, including linked projects, contact details, invoices, meetings, among others.
  4. Track results. What’s the revenue growth this month? Who has sold the most? Get real-time answers to all your sales questions.
  5. Smarter selling. Oversee every aspect of your team’s sales performance on one dashboard. Get a visual overview of your sales funnel. Drag and drop deals as they move from one stage to another. Pipeline Report will show weighted averages for future months by stage.

13. RevampCRM

RevampCRM for retailers lets you connect your store with the CRM platform and see it do the rest for you. Taking over would be its descriptive analytics for your store progress as it manages your revenue as well as your team performance.

It fully supports pipeline management, which helps managers track which salespeople are working on the most leads and how many deals are closing (sales) (deals).  It allows you to have a clear funnel to know where he stands, and what is the next step to take with the buyer.

Why choose RevampCRM for your retail business:

  1. Everything in one place with access control. Add contacts, leads and organizations as many as you want with no limits whatsoever.
  2. CRM with unlimited contacts, deals and tasks. Enjoy a fully detailed dashboard, add deals, tasks, notes or even send an email in one click. Import your contacts and leads from anywhere, use tags across your contacts and deals to easily filter and group your data.
  3. Custom fields. Tailor data to match your business needs, track extra contact details and map additional fields from web forms or CSV files.
  4. Smart filters. Easily access the right data and focus your efforts on a specific segment of clients.
  5. Powerful Gmail extension. Do not worry about copying and pasting customer information again: Revamp Lead clipper will allow you to add any leads to your CRM account with just one click. Download Revamp Gmail extension and get fully updated customer information from inside your Gmail inbox while being able to attach emails to customer account inside your CRM.

You may head to this RevampCRM pros and cons for more insight on the software. Or, sign up for a RevampCRM free trial here to get a closer look at the features.

14. CRM CRM for retailers is a powerful solution that simplifies the complexity of a CRM into one visual tool. By allowing you to track prospects and clients as simply as a to-do list, you are able to manage your pipeline from lead to post-project with ease.

It consolidates all information and communication in one place while speeding up your sales process with total visibility. It allows you to sort, customize, and filter to suit exactly account management how you want to work.

At 16 cents per user a day, CRM’s Basic plan sets you back less than a pencil per person. Considering that this pricing gives you powerful searching capabilities and unlimited storage alone makes the offer a compelling one for your retail business.

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

Why choose CRM for your retail business:

  1. Simplify the deal workflow. Easily manage customer interactions with an intuitive and visual interface. Faster on-time communication gives you a means to improve customer retention. Drive sales growth with improved customer relationships. Consolidate your customers information and documents in one place. Easily design board layouts to fit your unique businesses needs. Share boards with clients for better collaboration and trust.
  2. Take control of leads and opportunities. Real estate agents are always “on”— juggling listings, hosting open houses, handling negotiations, and managing transactions. Your board allows you organize all your connections, opportunities, and clients in one simple interface and get a clear view of the customer journey.
  3. Stand out from the competition: your board gives you an edge in a tough business. Your job is all about nurturing relationships. helps you stay super organized and remember important dates, like when to send birthday cards, attend events, or follow up.
  4. Speed up your routine work. allows you to map out the entire sales cycle. Your board makes it quick and easy to match requests with listings, access important documents, and follow up even months down the line.
  5. Never drop the ball: respond quickly to every lead and opportunity. streamlines the entire real estate transaction lifecycle—from initial contact to matching listings to negotiations to finally closing the deal. Easily track the “who, what, when, where, why” of your clients’ requests and deals. serves as a single hub to streamline all communication.
  6. Store documents in one location: easily save contracts, invoices, photos, and notes. serves as an easily searchable database where you can access files per client, listing, or transaction. The important documents you need are always at your fingertips.

15. eWay-CRM

Rounding up our best 15 CRM software for retailers is eWay-CRM for retailers, which gives you an advanced marketing module designed to target your potential customers and receive immediate feedback. Because eWay-CRM integrates your marketing needs with your communication platform, you no longer have to jump from program to program to obtain the information you need.

A comprehensive, fully-featured solution that turns your Outlook into one of the great CRM software tools around, eWay-CRM lets you improve traction with your customers and turn basic data into operable intelligence.

Among eWay features, is a reasonable alternative for tracking stats and completing analyses. It supports all traditional reports needed to evaluate progress, and enables custom reporting for the needs of specific providers and industries.

You can check the solution closely when you sign up for a eWay-CRM free trial here.

Why choose eWay-CRM for your retail business:

  1. Superior sales tool. The Deals module helps you manage individual business cases, track all the communication history and plan follow-ups. You can utilize customizable workflow diagrams to make sure all sales reps follow company processes.
  2. Marketing the way you want it. The advanced marketing module is designed to target your potential customers and receive immediate feedback. Because eWay-CRM integrates your marketing needs with your communication platform, you no longer have to switch from one program to another to access the information you need.
  3. Manage customer like never before. As the best Outlook CRM, it helps you keep all data well organized and always by hand. The best part is that you don’t need to leave Outlook. Since eWay-CRM is embedded right inside, you work with one software all the time.
  4. Superb customer segmentation. eWay-CR gives you a single database for all your customers, suppliers, partners and competitors. Your own categories will help you keep the companies and contacts well organized. Sort and filter by the type of relationship, geography, importance, potential, size or your own custom fields. Easy to navigate, simple and effective way to find just what you need, when you need it.
  5. Auto reminders synchronized with Outlook tasks. The handy features tells you when payments are overdue, when you didn’t get in touch with particular customer for a while, when the customer suddenly stops ordering. Of course it never forgets to remind you of customer birthdays too or anything you deem important about your customer.
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