Each client wants to be the center of a company's attention and efforts, even if they don't explicitly show it. Everyone likes pleasant surprises from their adored brands on notable occasions or just being remembered when making repeat purchases.
Imagine a shopper not visiting a store for half a year and then getting an email, "Hey, dear, we miss you! Isn't it high time you bought your favorite products? Take this discount code for your next order!" That's so nice.
Yet, such an experience is possible only when you have enough data on hand, keep it clean, and, preferably, don't have to manage it all manually. As a Magento store team, you need to keep customer details in a dedicated place, in a customer relationship management system (CRM) like Salesforce, Hubspot, Zoho, etc.
Moreover, you need to integrate it with the Magento system. Why? While CRM software allows you to monitor all customer interactions, prioritize leads, and build connections, connecting it to Magento automates the process of channeling data from your store to the CRM.
By utilizing a comprehensive CRM solution, you can communicate with the audience in ways to demonstrate all their needs are of primary importance to your enterprise. In this article, we'll review top Magento CRM integrations to help you track customer interactions with ease, improve customer engagement, and provide excellent customer service.
Table of Content
What Is Customer Relationship Management for Magento 2 (Adobe Commerce)?
Ecommerce stores are based on constant interaction with people. Thus, they take added benefits from using CRM solutions. What is CRM software?
A CRM solution is specialized software for automating business processes, procedures, and operations, following a company's customer relationship management strategy. In this innovative world, we hardly find any actively developing company without a customized warehouse, accounting, and other tools. Nor can we encounter the one not using a CRM system.
The Benefits of Magento CRM Integration
A CRM tool automates the company's internal sales and marketing processes and leads to unified standards of customer relationships by offering the following:
- the creation of a single database of customers and counterparties and bringing it to common standards;
- the effective monitoring of the sales department's work (this can be done at any time);
- measuring the success of the work with leads (incoming calls, requests), as well as obtaining statistics and analytics;
- optimal enterprise resource planning and improving operational efficiency.
The main goal of CRM and eCommerce integration is to provide a single ecosystem for attracting new and retaining existing customers. Consequently, by managing customer interactions, you expand the client base, turn neutral buyers into loyal customers, and establish beneficial business relationships.
The data speaks for itself. Nearly think CRM technology is essential to reaching their "customer-centricity" objectives and creating deeper brand connections. Furthermore, — 85% — saw enhanced customer experience as a primary advantage of utilizing a CRM system, and 58% reported being able to make decisions much more quickly.
Key Features to Look for in Magento CRM Software
CRM is a versatile tool that can help various departments within the same organization, from a marketing team to customer support reps. That's why you should explore whether it delivers all the needed capabilities to suit varied requirements. Here are some examples of features the CRM should be equipped with:
- Marketing tools: The software should allow for automation, segmentation, and running targeted campaigns. It should include email marketing capabilities like templates, email delivery monitoring, and campaign analytics, as well as the ability to customize landing pages to ensure seamless customer engagement, personalized experiences, and increased sales.
- Sales features: CRM should streamline sales process flow, focusing on lead management capabilities like segmentation and scoring, sales forecasting, and pipeline tracking. In short, it should provide an easier way to understand customer behaviors, grow the client base, and close sales rapidly.
- Customer support: How do you handle customer queries? If your support team struggles with answering commonly asked questions and spends most of its time on repetitive tasks, enhance its productivity with an intuitive CRM solution like HubSpot or similar ones. Powerful CRM should not only monitor tickets and customer communication but also provide self-service portals and resources for customers to resolve issues on their own.
- Data management: In CRM, you can create centralized customer profiles with a 360-degree view of crucial data like demographics, technographics, past customer inquiries, etc. It synchronizes data in real-time and streamlines the analysis of these details.
- Scalability and customization: Regardless of your company size, search for the CRM that can support your business's growth and meet specific needs, ensuring it's both accessible and highly performant for smaller and bigger teams alike. As your store expands, the complexity of the operations increases as well. So, don't let an improperly chosen solution hamper your performance while also taking .
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How to Integrate CRM with Your Magento 2 Store
When choosing the most suitable eCommerce CRM solution for your Magento 2 store, you have two options:
Option 1: Installation of Magento 2 extensions
These pre-built solutions connect your store with the CRM immediately without you having to code. It's the easiest option on this list, saving you time and effort. All you need to do is install it from the official Adobe Commerce Marketplace and follow the instructions.
There are extensions for the majority of popular CRMs, so this integration method can be a viable go-to solution. Extensions can be free or paid, depending on the provider. The paid ones generally require a single upfront payment.
Extensions are all about convenience, yet you have to give up on flexibility. If your CRM of choice doesn't offer an extension, you need to look for professional integration services.
Option 2: Ordering third-party integration services
That's where you need to hire a professional to link the CRM to the Magento CMS. They handle the whole process, e.g., they:
- identify your requirements and conditions;
- decide on the best CRM model;
- prepare the data for a seamless transition;
- test the user experience before the launch.
Plus, some agents provide assistance after deployment, eliminating issues as they arise. Keep in mind that this integration method usually involves hourly or monthly fees, which might impact profits.
In many cases, connecting the CRM and Magento happens through APIs. Application programming interfaces are specialized pieces of code that serve to connect third-party modules and platforms with your systems. They come into play when a company wants a custom solution rather than pre-built extensions.
This method is the most complex compared to using native integrations and is designed for businesses with unique needs and a substantial budget. You should be able to pay for the development services and dedicate time to implementing the CRM. Yet, this option provides confidence that the platform will work exactly as you require.
What Is the Best CRM for Magento: Top 8 Magento CRM Integrations
So, what CRM integrations can you opt for? In this section, we'll take a look at the most popular platforms, extensions, and connectors for successful Magento CRM integration.
As you navigate the list in this article, follow these steps:
- Check whether the tools can meet your requirements.
- Install free demo versions to test the solutions.
- Leverage the professional help of CRM experts to configure the software, customize it to your business case, and ensure seamless adoption among your team members.
1. Magento CRM Integration with Salesforce
is a cloud-based CRM tool, helping marketing and sales teams analyze customer interactions, close deals faster, and ensure customer loyalty. Magento 2 Salesforce CRM integration allows you to synchronize all of your customer data (names, purchased goods, payment dates, etc.) obtained from the Magento 2 eCommerce platform.
Using this data, you can create detailed customer profiles and segment the audience based on different criteria, such as gender, demographics, paying capacity, and other factors. As a result, you can conduct more effective marketing campaigns to maximize ROI and conversion rates.
helps establish and maintain warm relationships with clients. This, in turn, increases their lifetime value and total profitability. All you need to start benefiting from this comprehensive solution is to create a Salesforce CRM account.
Main Features
It includes service, sales, and marketing automation tools, such as:
- Sales Cloud, designed for sales automation and management of customer relationships;
- Marketing Cloud, built for simplifying marketing efforts;
- Service Cloud, tailored to customer service teams;
- Commerce Cloud with eCommerce features;
- Analytics Cloud, a complete CRM solution for analyzing large amounts of customer information;
- Experience Cloud, a dedicated space for customers, partners, and employees to connect with one another.
Pros
Today, Salesforce is a popular CRM and a leader in customer data management for the following reasons:
- the impressive spectrum of possibilities;
- easy installation;
- convenient interface;
- impressive flexibility;
- Innovative business intelligence capabilities and Einstein AI-powered features.
It's a comprehensive Magento CRM system that can be applied across multiple departments, for example, sales and marketing teams.
Cons
Salesforce can be:
- complex and may require extensive training for users;
- expensive when it comes to customization and larger companies’ needs.
Pricing
Packages start from $25/user/month.
Key Extensions, Apps, and Connectors
- by Tech-N-Web, Inc.;
- by Netable Australia Pty Ltd;
- by OpenCartCity Software PVT. LTD.
Best For
Salesforce serves both large and small businesses.
2. Magento CRM Integration with Zoho
Like Salesforce, provides the ability to unify business operations and customer data gained from your Magento store.
Main Features
Zoho includes specific sections where you can access appropriate customer information that is constantly updated and synchronized. For example:
- Zoho CRM Orders, where you're able to keep track of the order history of your Magento store;
- Zoho CRM Campaigns, where you can store and analyze the results of your marketing efforts;
- Zoho CRM Products, where you can view the current assortment in your online store;
- Zoho CRM Price Books, where you can segment your products into categories;
- Zoho CRM Custom Invoices, where you can monitor all transactions and keep invoices, and many other sync features.
Pros
- constant access to up-to-date data and significant older information like purchase history;
- no upfront cost to get started;
- affordable pricing;
- automation features across all plans;
- straightforward.
Cons
- advanced AI functionality is exclusive to paid plans;
- limited field customization;
- the free plan lacks integration capabilities.
Pricing
You can start at $14/user/month (a Standard pricing plan) or purchase more expensive business management features like the Ultimate solution for $52/user/month.
Key Extensions, Apps, and Connectors
- by Magenest;
- by Magecurious;
- by Meetanshi.
Best For
Zoho is the best CRM for Magento for owners of online stores who follow their marketing strategy thoroughly and have an accurate sales funnel for determining at what stage the client is. Leverage this tool if you're a new or small business looking for services like marketing automation, sales forecasting, and client and contact management. Consider contacting a to leverage their expertise in creating custom applications.
3. Integrating AgileCRM
Integrating Magento 2 with the Agile CRM tool allows users to unite two important fields: management of customer support services and management of trading operations. Using the system, you are able to determine who your customers are, their contact data, preferences, and consumer behavior, automate interaction processes, and schedule meetings. This CRM helps optimize working operations and transaction management.
Main Features
- convenient dashboards supporting drag-and-drop;
- tools for reducing cart abandonment, increasing revenues, and building a wide customer base;
- complete integration with IP telephony, mailing, social media, and other marketing channels;
- convenient pop-ups, notifications, surveys, and forms for effective communication with clients.
Pros
- personalization for building tailored experiences for individual customers;
- shopping metrics, providing valuable insights into customer behavior and purchasing patterns;
- cross-channel campaigns, facilitating integrated sales and marketing efforts across various channels (e.g., emails, social media, SMS).
- pop-ups in the Agile CRM platform, allowing you to capture customer attention.
- web grabbers for capturing data on visitors from your website to enhance lead generation and customer targeting.
Thanks to this feature set, you can conduct highly effective promotion campaigns via multiple touchpoints relying on clients' real interests and actions.
Cons
- complex cancellation process;
- difficult for beginners;
- often plagued by system crashes and bugs;
- requires the highest-tier subscription for extensive integrations.
Pricing
It's free for 10 users or from $8.99/user/month.
Key Extensions, Apps, and Connectors
- via Integrately;
- through Clarity Connect;
- by Agile CRM.
Best For
Agile is a good Magento CRM choice for small companies that seek calendar and contact management as well as easy ways to send bulk emails.
4. Magento HubSpot CRM Integration
is another cloud-based CRM platform that can provide a unified view of your lead progress and boost sales. HubSpot CRM and Magento 2 integration creates a great opportunity for business owners to organize marketing campaigns and customer information. Furthermore, HubSpot offers marketing and sales automation tools to perform a plethora of CRM tasks triggered by specific actions within Magento.
Main Features
- Marketing automation for tasks like upselling, cross-selling, and sending reorder emails.
- Abandoned cart recovery enables you to reactivate abandoned carts and non-paid orders and use them as an opportunity to re-engage users.
- Comprehensive data collection allows you to gather all customer data and attributes from the Magento store, including recent activity, abandoned carts, AOV, lifetime customer statistics, order information, checkouts, and more.
- Trigger-based automation, enabling you to set triggers to automate marketing and sales campaigns and understand the customer journey at every step.
- Inventory and order management for tracking product inventory, invoices, and shipments directly through the CRM dashboard.
Pros
The Magento and HubSpot CRM integration can help with the following tasks:
- increase the number of new customers;
- better retain the existing ones;
- evaluate email engagement;
- provide access to an unlimited number of users, even on a free plan.
Cons
- not cost-effective for small businesses with limited resources and budgets;
- only one email per contact.
Pricing
HubSpot CRM offers a free plan with basic Magento CRM features. The Starter
Customer Platform costs $15/month/seat, and higher-priced plans are available.
Key Extensions, Apps, and Connectors
- by EYEMAGINE;
- by MakeWebBetter;
- by HubSpot.
Best For
HubSpot CRM is a popular choice for companies of all sizes seeking a comprehensive CRM platform with strong marketing automation functionalities, robust security measures, and affordable pricing.
5. Magento SugarCRM Integration
is a commercial, open-source CRM platform for sales management and customer support. It’s a versatile, general-purpose CRM platform designed to help businesses manage customer relationships across various channels. It can be supplied as a web service or as an installed system. It features responsive mobile apps for iOS & Android, an API, and a mobile software developer kit (SDK, a foundation for building applications).
Main Features
Magento store owners can find in SugarCRM all the possibilities they need to effectively communicate with their clients, including:
- telephone opportunities like an integration module for the corporate telephone system based on Asterisk (in cooperation with PingWin software);
- the ability to receive and make calls directly from the SugarCRM interface;
- automatically record information about incoming and outgoing calls, including audio records of conversations;
- monitoring the work of sales staff thanks to the accumulated information about calls and negotiations with customers.
The company has announced the expansion of the platform capabilities with the IBM solution, Cognos Business Intelligence. This will offer deep business intelligence simultaneously with reporting functions, summary dashboards, tables, and graphs of indicators. The new features are primarily focused on medium and large businesses.
Pros
- extremely convenient and customizable;
- full integration and synchronization between the CRM system and the Magento platform;
- management of sales processes;
- storage of all crucial information, including customer data, invoices, results of marketing campaigns, etc.;
- reduced customer waiting time and the number of intermediate stages when contacting the company;
- increased quality of customer service and loyalty.
Cons
- the lack of report customization and export options;
- PDF report formats only;
- a potentially steep learning curve.
Pricing
This works out to a starting price of $19/user/month.
Key Extensions, Apps, and Connectors
- Linking through Alumio;
- through Clarity Connect;
- by Mageplaza.
Best For
This platform is ideal for medium and larger companies that are ready to pay for highly customizable, AI-driven, and powerful CRM solutions like SugarCRM. Small Magento 2 stores may be unable to unlock many benefits of SugarCRM due to its complexity and the time required for implementation.
6. Magento CRM Integration with Freshsales
by Freshwork is definitely one of the best CRM platforms for Magento 2. This CRM for Magento 2 focuses on sales growth, offering actionable tools for finding new leads. The Freshsales CRM integration with eCommerce allows your team to do the following:
- identify opportunities;
- walk people toward the end of the sales pipeline, tracking their steps, so nothing will fall through the cracks;
- encourage visitors to convert into paying customers.
Main Features
Freshsales CRM for Magento has a bunch of capabilities aimed at improving sales processes:
- multichannel support;
- AI-based lead scoring;
- activity monitoring within the Magento environment;
- lead, deal, account, and social media management tools;
- providing actionable insights into a customer's engagement level;
- filtering new leads by various parameters to find beneficial suggestions.
The system discovers sales-ready buying signals and reacts to them by notifying reps about the prospect's readiness to make a purchase. Then, it reorders leads and prioritizes those with the highest selling potential.
Pros
Freshsales lets you get in touch with leads and close deals right from the CRM interface, including:
- making calls;
- sending personalized emails;
- reaching out to prospects through SMS, chatting in messengers, and meeting in Zoom, scheduling, hosting, and joining virtual events without leaving the platform.
This process takes only a few clicks, and all activities are logged automatically. You can also gain a 360-degree view of your customer data, easily access this information to perform tasks at scale, and get an in-depth understanding of the contacts.
Cons
- the free plan lacks reporting capabilities;
- customer support could be more efficient;
- some features like workflows, customer journey, and auto-assignment rules are unavailable or don't work properly.
Pricing
There are several plans: The Growth one costs $9 per user/month, while the most expensive Enterprise package will set you back $59 per user/month.
Key Extensions, Apps, and Connectors
- by MorfDev;
- 2 by Mageplaza;
- by Freshsales.
Best For
It's the best CRM for Magento startups due to its affordability, intuitive interface, and comprehensive suite of capabilities.
7. Magento Vtiger CRM Integration
At first glance, is just another CRM that provides one place for storing and managing customer data from eCommerce websites, enterprise resource planning (ERP) systems, marketing tools, and others.
However, if we take a closer look at its features and capabilities, we'll see that it's a functional and integrated solution for diverse business aspects. It basically reduces the gap between marketing, sales, and support teams with the help of different tools.
Main Features
By installing Vtiger CRM, Magento 2 merchants can make use of powerful sales and support features, such as:
- deal nurturing triggers;
- auto reminders;
- visualized sales pipeline;
- workflow automation;
- 500+ email templates and an email marketing campaign builder.
Pros
- extremely customizable;
- providing informative and insightful reports about both lead generation and nurturing;
- transferring and refreshing all Customers, Contacts, Organizations, Leads, and other information from a Magento store automatically;
- auto-updating the changed data without the need for manual import;
- auto-transferring and refreshing product details, stock information, and pricing.
Cons
- involves a steep learning curve;
- a bit outdated and clunky interface;
- the quotes module functions only with inventory data;
- small email template library.
Pricing
There is a forever free plan available, and low-cost premium subscription options with monthly fees start at $12 per user.
Key Extensions, Apps, and Connectors
- by Mageplaza;
- by Magenest;
- by Zapier.
Best For
Vtiger can help with inventory management, customer service aspects, and customer data management. Owing to its extensive customization options, Vtiger is ideal for a broad spectrum of industries and business sizes. All things considered, it's perfect for store owners searching for a very flexible CRM to customize without breaking the bank.
8. Magento Microsoft Dynamics CRM Integration
is a customizable and affordable system that allows you to maintain data on counterparties, including the history of interactions, and track potential transactions. It helps preserve information on customer value and their preferences in one place. When you need it, you can use it in various sales scenarios, from cold calls to customer service tasks in a long cycle.
Main Features
- a client card creation feature for storing contact information in the CRM system and providing access to customer interaction history and tasks to be performed;
- sales team management functionality for planning, organizing, and monitoring their work, ensuring a predictable, measurable, and controlled sales process;
- sales methodology automation, streamlining the work of company specialists;
- a large number of analytical reports, including those on sales forecasts, activity analysis, efficiency evaluations, etc., to assist in managerial decision-making.
Pros
- a complete system of interaction with the client;
- capabilities for efficient work of employees;
- advanced analytics for making data-driven decisions.
Cons
- may not be the best variant for small companies due to the absence of a free plan;
- modules target specific departments separately, with minimal overlap or shared functionality inside a single system.
Pricing
You can learn more about the tool by running a free trial. After that, the CRM will require at least $65 per user/month and more for higher-priced plans.
Key Extensions, Apps, and Connectors
- by i95Dev;
- by i95Dev;
- Linking through Alumio.
Best For
Microsoft Dynamics CRM Magento integration is among the most popular choices of large and small businesses already using Microsoft products or cloud applications, especially Power Apps and Power BI. It's also a winning Magento CRM solution for store owners who need scalability, seamless task management, and full control of their data.
Magento CRM Integrations: Improve Your Customer Management
As you can see, the market for Magento CRM platforms offers a wealth of solutions. We've discussed only eight popular companies, and such abundance can already make your head spin. Moreover, some Magento users prefer the development of bespoke CRM systems.
We hope we've managed to minimize the headaches and hassle associated with choosing new platforms. No matter what you choose, your client's needs are the highest priority. Always remember that CRM is much more than a tool for managing relationships with buyers. It's a whole philosophy that helps you find a winning approach to your clients.
See how the selected tools can help you manage leads, increase sales, and build a successful eCommerce business. And if they don't fulfill your needs, consider creating a custom-made CRM. We at Onilab provide expert to integrate your solution with Magento and make it work.
