Find the best Ecommerce CRM Software

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Genoo

Genoo is a cloud-based marketing automation solution for small to mid-sized professional services, software and technology firms. The solution helps marketers in email marketing, lead management, lead scoring, microsite building a...Read more about Genoo

4.0 (3 reviews)

Oracle CRM On Demand

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more about Oracle CRM On Demand

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Volly

SoftVu is a cloud-based marketing automation solution designed to help financial services automate their marketing operations. It caters to small and mid-size businesses. SoftVu’s marketing automation solution offers lead scoring,...Read more about Volly

3.0 (1 reviews)

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more about Keap

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LeadExec

LeadExec is a lead selling and distribution platform that helps businesses streamline processes related to lead capture, qualification, and distribution from within a unified platform. It allows staff members to track leads from m...Read more about LeadExec

5.0 (4 reviews)

Zendesk Suite

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features an...Read more about Zendesk Suite

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Fision

Fision offers an integrated marketing automation and sales enablement solution to help distributed field sales and local marketers customize and distribute timely, relevant and multi-channel campaigns. Fision's distributed ma...Read more about Fision

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Maximizer CRM

Maximizer CRM is a powerful solution specifically designed for sales. We understand the unique challenges faced by sales managers and sales teams. That's why we provide a game-changing alternative to complex CRM solutions and cumb...Read more about Maximizer CRM

4.0 (352 reviews)

1 recommendations

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Velocify

Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, veloci...Read more about Velocify

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Omniprise

Omniprise is an on-premise as well as cloud-based customer relationship management solution designed to provide companies a view of all customer interactions on a real-time basis. The solution is suitable for businesses of all siz...Read more about Omniprise

5.0 (2 reviews)

LeadMaster

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship man...Read more about LeadMaster

4.1 (37 reviews)

5 recommendations

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Oracle Cloud CX

For companies looking to meet the high service expectations of their customers, Oracle Cloud CX ensures that each and every customer is valued and supported. The customer experience suite gives businesses the tools needed to deliv...Read more about Oracle Cloud CX

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM

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IXACT Contact

IXACT Contact is a real estate CRM solution designed to support realtors and their specific needs. As a web-based system, IXACT Contact is accessible from any internet connection and also offers a wireless sync option. With the sy...Read more about IXACT Contact

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PlanPlus Online

PlanPlus Online uses the Franklin Covey business planning methodology to help organizations and professionals in real estate, insurance and finance sectors manage both time and customers. The system provides an all-in-one sol...Read more about PlanPlus Online

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Diamond Relations CRM

Diamond Relations is a cloud-based customer relationship management (CRM) solution that allows jewelry retailers to track sales and manage opportunities, while also nurturing relationships with the customers. The solution captures...Read more about Diamond Relations CRM

5.0 (1 reviews)

Mothernode CRM

Mothernode CRM is a SaaS-based CRM solution designed to help small and midsized businesses manage customer relationships and create effective sales process. With Mothernode CRM, individuals and sales teams alike have a system that...Read more about Mothernode CRM

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ContactWise CRM

ContactWise CRM is a customer relationship management (CRM) solution designed to assist businesses across various industries such as government, healthcare, banking and education. Key features include information reporting, busine...Read more about ContactWise CRM

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AscendixRE

AscendixRE is a cloud-based customer relationship management (CRM) designed for commercial real estate brokers. Features include Sales, Lease, Availabilities, Properties tracking, stacking plans, commission tracking, advanced sear...Read more about AscendixRE

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LogicBox

Logicbox is cloud-based business management software that is suitable for small to midsize companies in a variety of industries. It offers a suite of business management modules and functions that can be configured to incorpo...Read more about LogicBox

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Buyers Guide

Last Updated: March 16, 2023

Odds are that you've engaged in ecommerce, whether you realize it or not. Boiled down, ecommerce is any form of commercial transaction conducted online—from purchasing a dress on Amazon, to bidding for a rare collectible on eBay or even just ordering a pizza.

As you might imagine, ecommerce is a huge component of business today, accounting for almost 10% of all retail sales, according to the U.S. Department of Commerce. This means that it's not just retail giants like Wal-Mart or Pizza Hut who need to engage in ecommerce, but also small to midsize businesses (SMBs).

Like all forms of selling and sales, ecommerce needs to focus on the needs and preferences of your customers, which is where ecommerce CRM (customer relationship management) software comes in.

Ecommerce CRM software will help your business reach out to more potential customers and clients, keep track of their preferences and determine how you're best suited to meet their needs.

This Buyer's Guide will take you through the process of determining what ecommerce features and systems might be right for your business, so that you can make an informed choice in selecting the best software for you.

Here's what we'll discuss:

What Is Ecommerce CRM Software?

Common Features of Ecommerce CRM Software

Ecommerce CRM Software vs. CRM Software Suites

Key Considerations

What Is Ecommerce CRM Software?

In general, CRM software supports the automation of the processes and best practices related to managing an organization's interactions with customers throughout the entire customer life cycle.

In practice, this means storing contact details, tracking interactions, predicting next steps and providing other tools that are useful to sales, marketing and customer support teams when they are dealing with customers.

Ecommerce CRM software, then, provides all of these functions plus features specific to the digital sales landscape, such as storing customer history, tracking shipping preferences and suggesting related purchases.

Essentially, the ecommerce CRM system will track your customers' journey through your digital store in order to provide you with a clear map of future marketing and sales opportunities, which it accomplishes through a variety of related features.

Common Features of Ecommerce CRM Software

Below is a table featuring some of the most common features of ecommerce CRM software. Some of these are common to all CRM software, while others are unique to the ecommerce CRM landscape. We will discuss the difference between catch-all CRM suites and dedicated ecommerce CRM systems in the next section.

Data tracking

Track your customers' data as they engage with your website in order to gain an insightful overview of their behavior.

Contact management

Store customer contact information in a searchable system.

Customer segmentation

Segment individual contacts into lists for categorization and management, particularly in regards to email marketing.

Interaction tracking

Document conversations held by phone, in person, through live chat, email or other channels.

Forecasting/reporting/analytics

Track and aggregate data (often visually) regarding performance and productivity, in order to facilitate the generation of predictions for future activities.

Email marketing

Create, launch and track email campaigns. Some systems will integrate with email providers or seperate email marketing tools.

Customer support tracking

Create trouble tickets for external customers/clients, routing those tickets to the appropriate people/department and tracking outstanding tickets.

Lead scoring

Grade leads using certain attributes to identify those most likely to result in a sale.

Social media integration

Integrate with social media for prospecting, with the ability to add social profiles to contact details

As with all CRM software, the most important aspect of your ecommerce CRM will be how you track your customers' data as well as interactions you've had with them. Almost all systems will feature a customer contact profile that keeps track of this information for each contact, like the one below.

customer-contact-profile-in-Less-Annoying-CRM

A customer contact profile in Less Annoying CRM

Ecommerce CRM Software vs. CRM Software Suites

Though there are some unique CRM platforms that are specifically dedicated to ecommerce CRM, the most common form of ecommerce CRM software is part of a larger CRM suite. Here are the key differences between these two options:

  • Ecommerce CRM software: This software is specifically designed for ecommerce business. It may have extra functionality just for this purpose—such as real-time segmentation and analytics, and a marketing focus—but in exchange it may lack some of the broader features of CRM that you might find useful, like sales force automation or customer service and support.

  • CRM software suite: A CRM suite can be as broad or as specific as you'd like it to be, ranging from SMB-focused CRM software vendors to large systems used by enterprise-level corporations. In exchange for access to the fullest extent of CRM features, you may lose some of the specific, ecommerce-based functions that could be provided by an independent ecommerce CRM system.

Key Considerations

Other factors to take into consideration when picking the best ecommerce CRM software for your business include:

  • Integration with other systems. Given that it will be constantly exchanging data with your outward-facing, retail-based ecommerce platform, you must ensure that your ecommerce CRM system integrates well with that platform. Similarly, you'll want to check with your vendor to see if/how the system you plan on using will integrate with other important software you rely on, such as any independent sales or marketing software that you use.

  • Business size. The type of ecommerce platform you choose will rely in no small part on the size of your business. If you have a small, online store where you fulfill most orders personally, but you still want to track your customers' data, then either an independent ecommerce system or else a very basic CRM suite should give you that functionality. For larger businesses, with hundreds or thousands of orders a day, you'll definitely want a more robust ecommerce CRM system, probably as part of a larger CRM suite that you're using for all aspects of your business.

  • Cloud-based software vs on-premise software. Almost all independent ecommerce CRM system will be cloud-based, meaning that the vendor hosts the software and gives you access to it over the internet. Thus, your startup costs will be low and you won't need to pay for IT resources to help your company implement the software. This is in contrast to on-premise software solutions, which require a company to host the hardware on which the software runs. Though some software today still operates on this model, that is largely only done by enterprise-level organizations, and only something you should consider if you are a large company utilizing an all-encompassing CRM suite.