Looking for a CRM/SRM program within Shopify, any recommendations?

Shopify Apps
1

Hello! My company is looking for a CRM/SRM program or app to use within Shopify to manage customers per sales rep, add multiple contacts to a single account, etc. We currently use Salesforce, but are trying to bring it all within Shopify. Just thought I would ask, as I am not able to find one or a few apps that do this in combination.

Thanks so much!

2 Likes
2

Hi @SmokezillaShop

We have quite a few stores using Mixtable as a spreadsheet CRM for Shopify. You have all the flexibility and features of an Excel spreadsheet, with a seamless sync to and from Shopify.

3

Hey @SmokezillaShop - just wondering what you ended up going with? We are also looking for something - but wanted to get more recommendations. Looking for a better way to track deals, and assigning them to team. Would appreciate if you can share how you solved this?

Thank you!

4

Hi there!

You’re absolutely right – managing customers per sales rep and adding multiple contacts to a single account are critical features that Shopify doesn’t handle natively. We faced similar challenges, which is why we built SellifyCRM, a solution that integrates directly with Shopify and addresses these exact needs.

With SellifyCRM, you can:

  • Assign accounts to specific sales reps
  • Write and track orders
  • Document all activity such as phone and email communications
  • Create custom email templates, and much more!

If you’re interested, you can check out all the features here: SellifyCRM.

Feel free to reach out if you have any questions!

5

@natashadisante We built an simple yet powerful CRM + B2B designed that integrates with Shopify for a better experience. I would like to know share it with you if you have a few minutes to review it as we are confident that this will help your clients tremendously. Please let me know if you have a few minutes to review our CRM.