CRM Hacks on Shopify: 7 Tips to Elevate Customer Experience

crm hacks on shopify

In any Shopify store, customer satisfaction is integral to online sales success. By using a strong CRM system for Shopify, you can improve customer relationships and increase sales for your business. However, only a few Shopify merchants fully understand the CRM system and its effective use. This blog discusses 7 tips for using CRM for Shopify effectively to enhance sales, marketing, and customer experience.

By following these tips, you can make the most out of CRM for Shopify and create a better experience for your customers. 

Benefits of Shopify CRM

Enhance Customer Support

CRM on Shopify enhances customer support by efficiently tracking interactions and resolving issues, leading to improved satisfaction and loyalty. As a result, this positive engagement also directly influences sales growth. 

Personalize Customer Journey

These third-party CRM platforms for Shopify allow you to categorize your customers with tags.

As a result, you can send personalized marketing messages to each customer segment. This approach ensures messages reach your targeted customers without bothering others, resulting in higher conversion rates. 

Automate Your Sales Process

automate the sale process

The CRM automates various sales tasks, including invoice creation, follow-up emails, and quote generation, streamlining your sales process. Eventually, this helps save time and effort on tasks, giving more time for important business activities. 

Enhance Sales Performance 

Using CRM tools for Shopify, merchants can track and analyze sales metrics, enabling businesses to make informed adjustments to their strategies. This will eventually boost sales and success in e-commerce by improving strategies and fixing weaknesses in their operations.

Manage Your Leads

The CRM (customer relationship management) system helps you keep track of potential customers by watching what they do on your website, from visiting to buying. This capability empowers you to develop effective strategies for nurturing leads and cultivating a loyal customer base. 

7 CRM Tips for Shopify Merchants to Boost Sales

Tip 1: Engage With Your First-time Customers 

With the right CRM system for Shopify, you can easily create personalized welcome emails for first-time customers. These messages express gratitude for their initial purchase and offer incentives for future buys. 

Creating a connection with a customer right from the beginning is crucial. Experienced sellers understand that keeping a repeat customer is cheaper than finding new ones.

The CRM software creates a positive first-buying experience that makes customers happy and boosts your long-term sales.

Tip 2: Set Up Your Follow-up Sequences 

CRM for Shopify automatically sends emails for abandoned carts, orders, shipping updates, thank-you notes, product suggestions, and feedback collection. 

Hence, these emails are crucial throughout the buying journey, encouraging purchases, and fostering customer engagement at each step. This ultimately improves customer satisfaction, enhances conversion rates, and boosts your sales figures.

Tip 3: Create Various Customer Segmentations 

As mentioned above, one of the benefits of CRM software is the ability to categorize customers using tags. With this feature, you can establish various criteria to divide your customer base into different groups. 

This segmentation empowers businesses to send personalized messages and promotions, effectively engaging each customer group. 

In short, CRM tools help businesses connect with the right customers, leading to more sales and building customer loyalty. It tailors communication to create a positive relationship with customers.

Tip 4: Engage in Effective Marketing Campaigns  

CRM tools for Shopify empower businesses to engage in effective marketing campaigns by analyzing customer data, including purchase history, preferences, and contact information.

From customized suggestions to exclusive offers and relevant product recommendations, CRM for Shopify provides the tools to create compelling deals that resonate with individual customers.

Undoubtedly, this personalized approach has boosted engagement and drives sales by delivering messages aligned with each customer’s needs and preferences.

Tip 5: Automate Lead Nurturing Process

Using CRM makes managing leads easier, helping turn potential buyers into paying customers. 

By automating lead nurturing, businesses can connect with potential customers at the right time, providing the information they need. For this reason, the method helps manage leads and guide potential customers through the sales process. It increases the chances of them becoming paying customers and boosts sales. 

Tip 6: Create Customer Loyalty Programs 

CRM makes it simple to create loyalty programs, building strong connections between businesses and customers. You can easily track and reward loyal customers, by offering discounts and incentives. 

As a result, it encourages customers to keep buying again, creating a positive relationship between customers and the business.

Before using any CRM tools for a better customer loyalty program, it is advised that you grasp all this essential tactics about customer lifetime value. Check out this article to learn more Customer Lifetime Value!

Tip 7: Cross-selling and Up-selling 

This system plays a crucial role in identifying prime opportunities for upselling and cross-selling by leveraging valuable insights. Thanks to the sophisticated algorithms, it generates highly relevant product recommendations. 

As a result, this smart approach makes shopping better for customers and increases the chances of them buying more, helping your business grow.

Consider enhancing your store with a robust Customer Relationship Management (CRM) system to facilitate significant growth. Next, let’s look for insights into our top three recommended CRM solutions tailored to your needs.

Top 3 Shopify CRM Solutions For Your Business

HubSpot CRM 

HubSpot CRM is a comprehensive customer relationship management (CRM) system designed to streamline lead and customer management for businesses. 

The HubSpot CRM provides essential tools such as live chat, dynamic lists, lead capture forms, and email marketing features. 

You can see customer data in this all-in-one platform, such as connections, activities, messages, memberships, interactions, and website actions.

Meanwhile, forms – the backbone of the system, allow seamless data capture from websites, social media, or landing pages. 

HubSpot empowers businesses to capture diverse information about prospects and customers, including website behavior, personal details, and a comprehensive record of brand engagement history.


  • Comprehensive features suitable for businesses of all sizes
  • User-friendly interface, even for non-tech-savvy businesses
  • All-in-one platform, streamlining sales and marketing efforts for businesses
  • Educational resources access


  • Expensive despite offering some free features and different budget-sized packages
  • Lack of split testing feature in lower-tiered packages, limiting the ability to fine-tune marketing and sales efforts
  • Require external expertise for advanced features 



BIK CRM is the intelligent marketing platform redefining your brand’s journey by turning social media interactions into tangible revenue streams.

In addition to integrating with Shopify, it provides a Multichannel CRM with live chat, sentiment analysis, and end-to-end chat tracking. 

Beyond its capabilities, BIK CRM transforms your growth strategy through Campaigns, a customized chatbot, and Instagram automation. Now you can optimize customer interactions, drive conversions, and elevate overall marketing efficiency.


  • Easy-to-use software, suitable for multiple businesses
  • Effective AI-powered features to save time and elevate sales 


  • Limited feature sets
  • Needs to monitor and adjust AI performance 

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) software designed to empower businesses in effectively managing leads, sales pipelines, and customer relationships. 

As a CRM platform, it has many useful features, including lead management. It helps you keep track of and nurture potential customers from when they visit your website to when they become paying customers.  

The platform excels in sales automation, streamlining tasks like follow-up emails, quote creation, and demo scheduling. 

Additional to elevating customer support, Zoho CRM enables efficient tracking of interactions and fast issue resolution. 

Analytics and reporting functionalities provide valuable insights into sales pipelines and customer relationships, allowing businesses to pinpoint areas for continuous improvement.


  • Integrates with other Zoho apps on both free and paid plans
  • Can use Zoho on the mobile app
  • Introduces AI tools to do predictive analytics 
  • Intuitive interface 


  • AI features are only available for top-tier plans 
  • Limited features on the free plan 
  • Requires more time to learn and adapt to advanced functionalities 

Final Thought

In conclusion, mastering the art of using CRM can significantly elevate your customer experience and boost overall business success. By using the seven tips mentioned in this article, you can create a plan to make the most of CRM for Shopify. This will help you build better relationships with customers, make them happier, and increase your sales.

Using these tips helps businesses improve their marketing and customer service processes and build long-term customer loyalty.

Embracing the full potential of CRM is not just a wise choice, it’s crucial for the success and growth of your online business!

Discover more tips for Shopify Merchants on our blog today!
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Topic: Customer Service (Support), Ecommerce Growth/Sales,