Best 7 CRM for Retail Businesses Retail has never been more competitive, whether you’re based online or on the high street. Here are our top retail CRM systems to attract customers and drive profit in 2022. Helena Young May 25, 2022 9 min read Our experts We are a team of writers, experimenters and researchers providing you with the best advice with zero bias or partiality. This article was authored by: Helena Young Senior Writer Our independent reviews and recommendations are funded in part by affiliate commissions, at no extra cost to our readers. 0 out of 0 backward forward Best for: Price per month (billed annually): Price per month (billed monthly): Features: Storage: Get started: monday.comHubSpotPipedriveFreshsalesZendeskSalesforce CRMBiginOmnichannel marketingRetail email marketingDropshippingHigh street retailersAppointment schedulingReportingRetail side hustles£7 per seat£38 (flat rate)£14.90 per userFree plan, or £12 per user£19 per user£20 per user£5 per user£8 per seat£42 (flat rate)£19.90 per user£14 per userContact sales teamContact sales team£7 per userExcellent ecommerce integrationWebformsEmail integrationUnlimited contacts2,000 emails per month5 active contact listsUp to 3 dashboards permittedChatbotsUnlimited contacts permittedCommunication, ecommerce, and accounting integrationsAllows unlimited custom fieldsUnlimited contact each monthMulti-factor authenticationAutoresponsesCommunication integrationCustom fields2 million contact limit3 user limitAutomatic data captureMobile access and administrationSalesforce Inbox10 user limit50,000 contact limitEcommerce integrationsWebformsList segmentation5GB per user5 documents per userN/A2GB per user2GB per user10GB per organisation1GB per organisation Try monday.com Compare Try Pipedrive Try Freshsales Try Zendesk Compare Compare Our top three CRM systems for small business retail are:monday.com for its customisable elements and omnichannel approachHubSpot for its excellent email campaign tools at a budget-friendly costPipedrive for its huge range of integrations Running a shop brings a unique set of challenges for every owner, which means CRM in retail needs to be carefully matched to your business operations.Our expert team of researchers has spent the past half decade studying the market in depth to bring you the top retail CRM systems.Based on the most common priorities of small shop owners, we’ve reviewed the top seven CRM software brands for the retail industry to pick out their pros, cons, costs, and hidden fees.Want the best CRM for your retail business? By the end of the below guide, you’ll be able to say what each system can bring to your firm, and make a confident decision about which one to invest in. This article will cover: monday.com: Best for Omnichannel Marketing HubSpot Free: Best CRM for Retail Email Marketing Pipedrive: Best CRM for Dropshipping Freshsales: Best CRM for High Street Retailers Zendesk: Best CRM for Appointment Bookings Salesforce: Best CRM for Reporting Zoho Bigin: Best CRM for Retail Side Hustles Why is having a CRM important for my retail business? How do I choose the right CRM for my retail business? Next steps for choosing a CRM for retail monday.com: best CRM for omnichannel marketing monday.com 4.3 monday sales CRM is an all-in-one platform that enables business owners and sales teams to manage all their CRM functions in one central location. Try monday.com Read our review of monday.com Free trial? Yes Ecommerce integrations offered - rare for a CRM tool Excellent customisation means you won't have to redesign your existing CRM process Summary Monday.com offers well-designed creative tools that make it an endlessly customisable CRM system, perfect for tailoring to clients’ needs. The app also uses a visually appealing traffic light system to help you track customers throughout the pipeline, and has over 200 dashboard templates, making it a particularly stylish tool to use. Show moreless Pricing from: free plan or £7 per user, per month (billed annually)According to Omnisend, ‘Omnichannel’ campaigns (involving three or more channels) receive an order rate that’s 494% higher than single-channel campaigns.monday.com is our top-rated CRM for small businesses. The brand has over 200 CRM templates, each of which can be used to optimise a different channel to boost your revenue streams.These include the Social Media Calendar template, for planning campaigns, and the Social Media Metrics template, for monitoring engagement. There’s even a special Shopify template so you can develop your online Shopify store with monday.com’s planning tools.You won’t be able to share social posts from monday.com as it doesn’t offer direct social media integration. That’s a pretty big drawback as we highlighted in our guide to the best alternatives to monday.com.However, downloading the Zapier extension, a workflow management tool, should fill this gap.Managing multiple campaign threads can be confusing. But thanks to the platform’s many customisation features, monday.com users will find it simple to edit anything.Tools include:Custom fields200+ dashboard templates Full mobile CRM Document management Custom apps monday.com pricing 0 out of 0 backward forward Price Per Month (billed annually) You can typically save by paying for a year or more in advance Price Per Month (billed monthly) Paying monthly is usually the more expensive option Users The total number of users for this plan level Free Trial monday.com Individualmonday.com Basicmonday.com Standardmonday.com Promonday.com EnterpriseFree£7 seat/month£9 seat/month£14 seat/monthContact salesFree£12 seat/month£27 seat/month£42 seat/monthContact salesUp to 2Minimum of 3UnlimitedUnlimitedUnlimited✓XX✓XTrial our top small business CRM, monday.com for free for 14 days Try for free There is a free tier available for monday.com, however the product only hosts a maximum of one user.We recommend monday.com Basic. It permits unlimited users for just £7 per seat, and gives you access to all of the benefits mentioned above. Get started with monday.com. Maximise your customer base and stand out from the retail crowd. Try for free Try our top-rated retail CRM free for 14 days. HubSpot Free: Best CRM for Retail Email Marketing HubSpot 4.2 An innovative marketing solution that's completely free. Compare CRM Read our review of HubSpot Free trial? Yes Intuitive user interace Brilliant email marketing features that make it easy to attract new business Summary Aimed at SMEs, HubSpot Free is an innovative CRM solution that offers lots of add-ons to supplement its core focus on email and marketing outreach. Because of this, it doesn't have as much feature depth as other products. However, advanced UX-focused tools like its live and historical data sync mean it's an intuitive and affordable CRM choice. Show moreless Pricing from: free plan or £32 per user, per month (flat rate)Marketing tools are, without a doubt, HubSpot’s bread and butter. Users can get:Bulk emails for automated marketing and outreachEmail analytics to see who’s engaging with your contentContact list segmentation to record your customers' details and send them personalised messagingThe HubSpot email design editor is also very sophisticated. Drag and drop functionality means you can edit every section – including adding videos and images – to design the perfect newsletter, welcome message, or promotional offer.This focus on email marketing means if you’re a retailer with lots of new product launches, for example a cosmetics company, then HubSpot Free will be particularly useful.HubSpot Free’s biggest drawback is that each email is watermarked. You’ll need to upgrade to HubSpot’s more advanced plan, HubSpot Marketing Hub, to apply your own branding.HubSpot pricing 0 out of 0 backward forward Price per month (billed annually) Price per month (billed monthly) UsersHubSpot FreeHubSpot Marketing HubHubSpot Sales HubHubSpot Service Hub£0£38 (flat rate)£38 (flat rate)£38 (flat rate)£0£42 (flat rate)£42 (flat rate)£42 (flat rate)UnlimitedUnlimitedTwo free usersTwo free usersCompare quotes on these, and other CRM plans, with our online tool. Compare HubSpot is our most generous CRM platform for pricing. Its full-featured free platform permits an unlimited number of users – matching most premium options.For paid-for tiers, you’ll have a choice between three business strategies. All cost £38 per month for the Starter plan (billed annually):Marketing HubSales HubService Hub Pipedrive: best CRM for dropshipping Pipedrive 3.9 Functional CRM platform that's competitively priced. Try Pipedrive Read our review of Pipedrive Free trial 14-day Price from £14.90 per user Integrates with tons of third-party apps Intuitive interface focuses on user experience Summary We think Pipedrive stands out for its huge list of third-party add-ons and integrations – which makes this software a smart choice for small firms with lots of existing resources. The platform’s lowest-tiered plan costs £12.50 per user, per month, and gives you powerful features such as email integration, goal tracking, reporting, and forecasting. Show moreless Pricing from: £14.90 per user, per month (billed annually)Dropshipping is an extremely low-maintenance way of selling online. If you’re a small dropshipping business then you likely want an easy-to-manage sales system – and Pipedrive fits the bill.We gave Pipedrive full marks for usability and integrations, thanks to its smartly-designed interface and huge army of over 300 third-party business apps.The platform can be used in collaboration with other communication and ecommerce apps, including popular ecommerce website builder Shopify.But it’s Pipedrive’s accounting tools we find the most useful. These extensions include Xero and Quickbooks, two huge finance software brands. Using them, you can monitor your inventory and track shipping costs easily – two obvious benefits for dropshipping firms.We also found Pipedrive was exceptional for setting up an automated sales assistant using chatbots.It took our users just 1 minute and 20 seconds to set up a chatbot using Pipedrive. Given the high risk of shipping delays involved in dropshipping, this is really useful for answering customer queries or concerns with minimal resources.Pipedrive pricing 0 out of 0 backward forward Price per month (billed annually) Price per month (billed monthly) Users Pipedrive EssentialPipedrive AdvancedPipedrive ProfessionalPipedrive Enterprise£14.90£24.90£49.90£99£15£29£59£119UnlimitedUnlimitedUnlimitedUnlimitedTry Pipedrive free for 14 days Try for free Costing £14.90 per user, per month for its lowest-priced tier, Pipedrive sits in the middle of the CRM cost spectrum.Its tiers are nicely spaced in terms of cost, making it a good scalable option for businesses with growth plans. Freshsales: best CRM for high street retailers Freshsales Suite 4.5 Freshsales' huge list of features means you'll never be caught short when it comes to CRM. Try Freshsales Free trial? Yes Brilliant customer support Automated workflows make managing work easy Summary Freshsales (formerly Freshworks CRM) organises your customer and sales processes into one easy-to-use platform – from sales and marketing to data management. It boasts a genuinely impressive list of features, including an advanced AI tool, and is unparalleled in terms of the number of capabilities. Show moreless Pricing from: free plan or £12 per user, per month (billed annually)Freshsales was one of our highest-scoring CRM systems for usability, which makes it an excellent choice for less tech-savvy retailers that are based offline. The platform is really useful for simplifying basic CRM admin tasks. For instance, contact management – it took just 6 minutes to input all of our mock customer data into Freshsales’ dashboard.We think high street businesses that do a lot of networking at trade shows will get the most out of Freshsales.That’s because, when you view a contact’s profile in Freshsales, you’ll see their recent activity along with any associated notes. You can use this information to effortlessly engage leads with personalised emails and special offers.One of Freshsales’ more unique benefits is its smart automation feature called ‘Freddy AI’. Freddy gives each contact an automated lead score based on your data, to calculate whether they’re a lead worth pursuing.Because it’s easy to use, Freshsales is also great for empowering all employees to take on basic sales management tasks. That’s another good way to save on resources.Freshsales pricing 0 out of 0 backward forward Price per month (billed annually) Price per month (billed monthly) Users Freshsales FreeFreshsales GrowthFreshsales ProFreshsales Enterprise£0£12 per user£35 per user£55 per user£0£15£35UnlimitedUnlimitedUnlimitedUnlimitedTrial Freshsales for free for 14 days Try for free Costing £12 per user, per month (billed annually), Freshsales is competitively priced. However, one drawback with Freshsales is that you’ll need to invest in more expensive paid-for plans to avoid its feature limitations. Zendesk: best CRM for appointment bookings Zendesk 4.1 Strong business support tools and high-performing features make Zendesk a good option for SMEs providing specialist services Visit Free trial 30-day Price from £19 per month Long list of integrations Excellent analytics tools Unparalleled support services Summary Zendesk is a powerful name in the business software market and it has a fantastic array of integrations, spanning across a huge range of categories including analytics and reporting, e-commerce, email and social Media, IT and project management, and tons more. Perhaps Zendesk’s best known feature however, is its excellent support tools. New users at any payment tier can utilise a vast library of handy materials including onboarding and adoption resources, guided learning paths, and on-demand training courses. Show moreless Pricing from: £19 per user, per month (billed annually)Specialist, user-focussed retailers require a CRM software that’s going to focus most on scheduling appointments and organising calendars.If you’re a jeweller selling engagement rings, or a curator selling high-ticket paintings, Zendesk Sell can nurture your customer relationships with lots of bespoke tools and time management features, including:CalendarMeeting schedulingMeeting remindersIntegrated emailIntegrated communication appsYou can view sales opportunities organised into different stages of a pipeline using Zendesk ‘deals’. Adding a new deal is simply a matter of completing a form with the relevant details.To create an even more bespoke user journey, Zendesk also permits web forms. Web forms are hosted on your website and then filled in by the customer to enable tailored shopping experiences.Zendesk Sell pricing 0 out of 0 backward forward Price per month (billed annually) Price per month (billed monthly) Users Sell TeamSell ProfessionalSell Enterprise£19£45£79£21£49£99Up to 3UnlimitedUnlimitedTry Zendesk for Sales free for up to 30 days Try for free At £19 per user, per month, Zendesk Sell is a slightly pricier product than budget-friendly retail CRMs like monday.com.However, if you’re an experience-led retailer, you’ll need a premium CRM to offer truly premium customer service. Salesforce: best CRM for reporting Salesforce 3.8 Best-suited to larger sales teams, Salesforce Essentials is a high-performing three-in-one CRM product - that comes at a high price. Compare CRM costs Read our review of Salesforce Free trial? Yes Hundreds of prebuilt charts and template options for a quick overview of your sales pipeline Our highest-scoring CRM software for organisational tools and contact management Summary Salesforce Essentials is like a box of neopolitan ice cream. It mixes three small versions of its main CRM products: Marketing, Sales, and Service into one tempting combo, offering SMEs an all-in-one customer management solution. Costing £20 per month, per user, it's not the most wallet-friendly option. But our expert researchers give it 3.8 out of 5 overall thanks to its impressive usability and long feature list. Show moreless Pricing from: £20 per user, per month (billed annually)Salesforce is designed for larger organisations. If your business is a startup or has fewer than 10 employees, Salesforce is not for you.For those with bigger teams and large sales volumes, reporting is a key priority. You need to make sure data on things like stock levels, turnover, and inventory value is as accurate and up to date as possible.These types of analytics are crucial for monitoring turnover and ensuring you never run out of products.Very few retail CRMs do this job better than Salesforce Essential, the Salesforce small business plan. Salesforce has every type of reporting style under the sun, including:Deal reports Activity reports Lead reports Custom reports Recurring revenue reportsIf you’re based online, you can also gather email insights and track website visitors.This means Salesforce users are able to know exactly how many people are using your service and what products they are most interested in.Salesforce pricing 0 out of 0 backward forward Price per month (billed annually) Price per month (billed monthly) UsersSalesforce EssentialSalesforce ProfessionalSalesforce EnterpriseSalesforce Unlimited£20£60£120£240n/an/an/an/aUp to 10UnlimitedUnlimitedUnlimitedCompare quotes on these, and other CRM plans, with our online tool. Compare Salesforce paid-for plans start from £20 per user, per month. Out of the 11 platforms we reviewed, Salesforce receives our second-lowest score for pricing.The platform’s target audience is more-established firms, so it doesn’t offer as good value for money as CRMs like HubSpot Free. Zoho Bigin: best CRM for retail side hustles Zoho Bigin 4.3 Bigin by Zoho CRM is a cheap and cheerful CRM solution that's designed to carry out basic CRM tasks. Compare CRM costs Free trial? Yes Price from £5 per user or free plan Data extraction from Facebook and LinkedIn is effortless Fantastic for beginners that are just starting out in CRM Summary Bigin is a pipeline-centric CRM that is built and priced for small businesses. The platform's helps businesses move away from spreadsheets and allows them to get started with a CRM in under 30 minutes. As an incredibly easy-to-use system, it's great for getting started without any training. However, users should be wary that the system is not well-equipped for more advanced CRM functions. Show moreless Pricing from: free plan or £5 per user, per month (billed annually)According to research from The Accountancy Partnership, 21% of new businesses started last year were side hustles.If you’re running a retail side hustle – such as selling your own handmade goods on Etsy or at a local market stall – you need a low-budget, low-maintenance CRM system that can take care of CRM tasks while you are busy with your primary job.With Zoho Bigin, Zoho’s small business-specialist CRM, you can set up workflow automations in three easy steps. These help you cut down on redundant daily work like adding new contacts, updating a deal's progress, and sending welcome emails to all your new customers.Zoho Bigin is also above-average at customisation – an area where fellow budget CRM, HubSpot, underperforms in comparison. That’s also why we made Bigin one of our top HubSpot alternatives for SMEs.The platform doesn’t restrict you from using data from custom fields. You can use the chart builder to represent pretty much any data point.Zoho Bigin pricing 0 out of 0 backward forward Price per month (billed annually) Price per month (billed monthly) UsersBigin FreeBigin ExpressBigin Premier£0 per user£5 per user£10 per user£0 per user£7 per user£12 per userOneUnlimitedUnlimitedGet quotes from the top CRM providers with our comparison tool Compare for free At just £5 per user, per month, Zoho Bigin Express is the platform’s cheapest CRM plan. We think it’s a great deal for retail side hustles with generous allowances including:50,000 recordsThree pipelines10 workflows10 custom fields Why is having a CRM important for my retail business?Attracting new customers and satisfying existing ones: Generating new leads for your business – along with ensuring loyalty – is crucial for driving revenue. Email marketing is a must for brand building and encouraging new clicks.Taking an omnichannel sales approach: You want to create as many revenue streams as possible, both on and offline, so that customers from every possible source can purchase your product.Creating a B2C support channel: Communication is fundamental for CRM, whether you’re dealing with a customer complaint or providing help and support. Publicising promotional offers and discounts is also an important way to increase sales.Identifying new sales opportunities: CRMs can act as essential storage to keep customer information secure. Through their data analytics tools, you can also use retail CRMs to learn more about who your target audience is and how to reach them. How do I choose the right CRM for my retail business?Identifying the best CRM for retail is a difficult task. Luckily, thanks to our militant work to find the top CRM systems for small businesses, we’re experts on the subject, and know what factors you should consider.Size of your businessWhether you’re an independent startup, an established business, or a small franchise will have an impact on your CRM choice.For example, the latter requires managing multiple departments, so you’ll need a customisable CRM that can provide a range of presentation styles, like monday.com.Independent retailers should focus on marketing and brand building. Here, HubSpot might be the better choice.BudgetThe current cost of living crisis has meant SMEs are more squeezed than ever. Finding a low-cost CRM system, like Zoho Bigin, is crucial if you don’t have a big IT budget to spend.For those with bigger budgets, premium offerings like Zendesk Sell will be able to grow alongside your business thanks to larger user allowances.Product rangeSmall businesses with wide product ranges will have bigger sales volumes. If this is the case, you need a platform like Salesforce that can handle large inventories and offers smart reporting tools.Trading locationIf your business is based offline, such as a high street florist, you’ll need a system you can jump onto quickly and make changes to easily. Our top system for usability is Freshsales.Your operational styleOur recommendations are based on over five years of exhaustive research into the CRM market. But it’s impossible for a software to be right for every retail business.That’s why Startups has also built a specialist online CRM comparison tool, designed to match you to the most suitable provider. Just tell us a few general facts about your store’s goals, and we’ll pair you with the brand we think gives you the most value for money. Next steps for choosing a CRM for retailmonday.com is our best CRM for customisation. Retailers selling on multiple channels will find monday.com the best fit for their unique needs.Our runner-up CRM for retail businesses is HubSpot. Users that organise lots of product launches, such as cosmetic businesses, will benefit from HubSpot’s outstanding campaign tools.In third place for CRM retail is Pipedrive. We think the platform is excellent for dropshipping small businesses thanks to its huge range of integrations.Freshsales is our best retail CRM for high street retailersSalesforce is our number one CRM in the retail industry for reportingZendesk Sell is the ideal CRM in retail for appointment schedulingZoho Bigin takes the crown as our top CRM for retail side hustlesWhen it comes to the CRM market, small businesses really are spoilt for choice. But if you’re feeling overwhelmed, then don’t worry – we’re here to help.Our specialist team has designed a Startups-exclusive online tool that will give you quotes from the top CRM providers for SMEs. Simply tell us a bit about your business needs, and we’ll do the rest to find you the best deal available. Get started with monday.com. Maximise your customer base and stand out from the retail crowd. Try for free Try our top-rated retail CRM free for 14 days. CRM for retail businesses FAQs Is Pipedrive good for marketing? Pipedrive doesn’t score as well for marketing as it does for other areas. You’ll need to purchase its Lead-Booster add-on to be able to access more sophisticated marketing tools, like web forms. How does CRM help retail? CRM for retail helps with attracting customers and brand building. These are key priorities for growing your business, and can be particularly challenging for retailers given how competitive the industry is. Does Shopify have CRM? No. Instead, the best CRM systems integrate with ecommerce website builders, like Shopify, so you can analyse purchasing behaviours and drive sales for your online store. Startups.co.uk is reader-supported. If you make a purchase through the links on our site, we may earn a commission from the retailers of the products we have reviewed. This helps Startups.co.uk to provide free advice and reviews for our readers. It has no additional cost to you, and never affects the editorial independence of our reviews. Share this post facebook twitter linkedin Tags Business software guide News and Features Helena Young Senior Writer Helena "Len" Young is from Yorkshire and joined Startups in 2021 from a background in B2B communications. She has also previously written for a popular fintech startup.Included in her topics of interest and expertise are tax legislation, the levelling up agenda, and organisational software including CRM and project management systems. As well as this, she is a big fan of the films of Peter Jackson.