10 Best Retail CRM Solutions to Boost Customer Engagement

Retail brands that nail customer experience see 3x higher profits and recover faster during tough times. That’s the undeniable power of putting your customers first. 🛍️

Success in today’s dynamic retail industry isn’t just about making sales—it’s about building trust, earning customer loyalty, and creating unforgettable experiences. 🛒🤝

But delivering that level of personalization across countless customer interactions and multiple channels is a real challenge.

That’s where a retail CRM (Customer Relationship Management) system changes the game. It helps you discover customer insights, predict their needs, and build connections that turn casual shoppers into lifelong brand advocates.

Intrigued? Stick with us as we reveal the 10 best retail CRM solutions reshaping the future of retail. 🚀

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Top 10 Retail CRM Systems to Wow Your Customers and Boost Sales

⏰ 60-Second Summary:

A customer relationship management software can offer something for every retailer—from small businesses scaling up to enterprise giants refining their strategies.

Here is a list of the 10 best retail CRM software:

SAP: Best for enterprise-level retail management
ClickUp: Best for streamlined retail tasks and CRM integration
Zoho CRM: Best for scalability and customization
Salesforce: Best for large-scale retail and B2B operations
Shopify Plus: Best for e-commerce-centric retailers
ActiveCampaign: Best for small business CRM for email marketing
HubSpot CRM: Best for personalizing retail marketing campaigns
Pipedrive: Best for sales pipeline management
Monday CRM: Best for visual workflow management
Zendesk Sell: Best for customer service integration

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What Should You Look for in Retail CRM Software?

But before jumping on the retail CRM bandwagon, let’s ensure you’re picking a winner! Every shopper’s journey is unique, and so are your business needs.

Here are the must-have CRM components to prioritize:

Ease of use: Choose a retail CRM solution that’s user-friendly and intuitive. With 40% of users struggling with clunky tools, opt for one your sales associates can quickly master. The payoff? Fewer errors and faster decision-making
Customizability: Tailor your CRM to your unique retail operations! Customize dashboards to spotlight top-selling products, optimize clearance sales workflows, and adapt as your business grows
360° customer view: Understand your shoppers like never before. Use predictive insights to understand customer demographics, analyze purchase history, and craft hyper-targeted marketing campaigns to encourage repeat purchasing
Sales and marketing automation: Improve abandoned cart follow-ups, track sales pipelines, and forecast revenue. With 98% of CRM buyers calling automation a must-have, it’s the key to faster upselling, cross-selling, and closing deals
Omnichannel lead management: Capture leads from every touchpoint—online, in-store, and social media. Prioritize hot prospects and route them to the right sales associates, improving conversions and customer engagement
Order and delivery management: Enhance order fulfillment efficiency across your complete supply chain. From placement to delivery, optimize your CRM process for seamless tracking and improved customer satisfaction

🎁 Bonus Tip: Boost your efficiency with mobile CRM! 📱Empower your sales team to close deals on the go with a mobile-friendly CRM strategy. By 2034, the mobile CRM market will skyrocket past $58 billion—with a 50% productivity boost and a 65% target success rate. It’s clear why retailers are going mobile first.

🧠 Fun Fact: After a robust CRM implementation, most businesses report a 21%-30% uptick in sales revenue. 🎉

The 10 Best Retail CRM Solutions

18% of businesses adopt CRM software in their very first year. Within five years, that figure leaps to nearly 65%. So, what’s driving this rapid adoption?

It’s all about staying ahead with smarter operations, deeper customer connections, and better business results. That’s why intelligent retailers focus on efficiency and comprehensive customer data management. The right retail CRM system makes it happen.

Ready to meet the game-changers?

1. ClickUp (Best for streamlined retail tasks and CRM integration)

retail crm: Best for streamlined retail tasks and CRM integration — *Streamline inventory, manage sales pipelines, and oversee customer relationship management strategies with ClickUp’s retail CRM*

Tired of wrestling with clunky retail CRM systems that miss the mark? ClickUp—the everything app for work—rewrites the narrative with AI-powered tools to unify customer data, automate workflows, and deliver standout customer experiences.

At the heart of ClickUp’s CRM lies customizable workflows that adapt to retail-specific needs. Whether managing inventory across multiple locations, tracking customer preferences, or refining omnichannel sales strategies, ClickUp scales with your operations.

Visualize your retail success exactly how you want with 15+ dynamic views, such as List, Kanban, and Gantt Chart. If you’re worried about other tools in your tech stack, ClickUp integrates with over 1,000 apps.

ClickUp Views

Effortlessly arrange accounts with ClickUp’s 10+ flexible CRM views for easy segmentation of customers.

Boost productivity by automating time-consuming tasks like follow-ups, inventory updates, and email reminders. Need real-time updates? ClickUp’s collaborative tools align your team with integrated chats, file sharing, and live comments—without switching platforms.

But that’s only the beginning! ClickUp offers an extensive library of CRM templates to help you start quickly.

ClickUp CRM Template

Take off faster, build stronger customer relationships, and manage your retail workflows with ClickUp's CRM Template — Take off faster, build stronger customer relationships, and manage your retail workflows with ClickUp’s CRM Template

One standout is the ClickUp CRM Template, designed to fine-tune your retail customer management strategies. Centralize operations, track inventory, and optimize sales pipelines on a single, intuitive platform. The result? A streamlined team and happier, more loyal shoppers.

Here’s why you’ll love this template:

Track leads and conversions effortlessly to boost revenue
Consolidate customer data and purchase history for personalized service
Collaborate seamlessly with built-in chats, comments, and file sharing

Ideal for: Multi-location retailers syncing inventory, e-commerce brands fine-tuning storefronts, and hybrid retailers managing online and offline channels with real-time updates for smoother operation

Download This Template

⭐Case Study: Let’s explore how Lids, a global leader in sports apparel, optimized its retail operations, enhanced collaboration, and achieved remarkable results using ClickUp.

✅ The Impact of ClickUp at Lids:

🕒 66% increase in weekly meeting efficiency. Teams now collaborate more effectively and make decisions faster
💼 100+ hours saved across teams. Automation and streamlined workflows freed up valuable time for high-impact tasks
🏬 Enhanced engagement across 25 stores: Improved program management ensured smoother operations and better alignment

Join Lids and countless other retailers using ClickUp to scale smarter, save time, and deliver standout customer experiences.

ClickUp best features

ClickUp Dashboards: Visually track your customer lifetime value, deal sizes (and averages), and lock down your sales team’s performance to ensure your marketing tactics are working
Monitor team performance, inventory metrics, and sales insights that adapt to your retail KPIs
Set team targets, track sales milestones, and visualize progress with ClickUp Goals
Use in-built Time Tracking functionality to monitor how your team utilizes time across tasks and sales processes
Enjoy global accessibility with mobile CRM, ensuring productivity beyond the office

ClickUp limitations

The wide range of features and customization options may present a learning curve

ClickUp pricing

Free Forever
Unlimited: $7/month per user
Business: $12/month per user
Enterprise: Contact for pricing
ClickUp Brain: Add to any paid plan for $7 per Workspace member per month

ClickUp ratings and reviews

G2: 4.7/5 (9,000+ reviews)
Capterra: 4.6/5 (4000+ reviews)

Users are enthusiastic about ClickUp’s CRM features, highlighting its flexibility and customization options. A pleased G2 revie w er says:

I love ClickUp! I use it for everything in my business, from managing my sales pipeline and CRM sales cycle to team communications and production schedules… The Gantt chart allows me to combine everything for a full production planning overview

Quick Hack: Want to transform how your retail business manages customers and drives sales? Dive into these actionable CRM tips to elevate your strategy:

Map customer journeys to identify key touchpoints and improve engagement
Centralize the customer database for sharper insights into preferences and purchase history
Automate repetitive tasks like follow-ups and order updates to optimize retail operations
Gamify CRM adoption to inspire your sales team and improve customer retention

2. Zoho CRM (Best for scalability and customization)

Zoho CRM for retail combines functionality with customization to simplify your business operations. This omnichannel solution goes beyond basic customer data management by integrating sales, marketing, support, and inventory into one seamless solution.

Tailor targeted marketing campaigns, track inventory in real-time, and improve customer communications from one dashboard. Whether you run a boutique shop or large retail stores, Zoho adapts to your needs, helping you leverage insights to boost repeat purchases.

Zoho CRM best features

Automate inventory tracking, invoicing, and order management
Showcase product catalogs, enabling customers to browse and shop effortlessly
Capture social media trends to refine your CRM strategy and boost engagement
Use predictive analytics to identify customer preferences to craft smarter campaigns

Zoho CRM limitations

Non-technical users may need training to master advanced features
Some advanced functions require extensions, which adds to the cost

Zoho CRM pricing

Free
Standard: $20/month per user
Professional: $35/month per user
Enterprise: $50/month per user
Ultimate: $65/month per user

Zoho CRM ratings and reviews

G2: 4.1/5 (2700+ reviews)
Capterra: 4.3/5 (6800+ reviews)

Here’s why a G2 user prefers Zoho CRM:

Zoho is one of the nicest, most designed, and frictionless CRMs I have ever used. Its user interface is catchy and attractive, and its intuitive UI arrangement makes it well-suited for everyone’s use.

➡️ Read More: The Best CRM Marketing Software Tools

3. Salesforce (Best for large-scale retail and B2B operations)

retail crm: Salesforce — *via Salesforce*

Handling complex retail sales processes and large customer bases doesn’t have to be overbearing. Salesforce delivers the precision and scalability you need to simplify intricate sales cycles, unify customer data, and improve customer interactions across channels.

From forecasting customer demand to managing multi-channel operations or nurturing business-to-business (B2B) relationships—Salesforce equips you with robust tools for data-driven decisions.

Salesforce best features

Combine online and offline customer data for targeted marketing and faster, more engaging e-commerce experiences
Automate lead prioritization, optimize campaigns, and speed up issue resolution with autonomous, data-driven AI agents
Simplify operations by integrating suppliers, employees, and customer interactions on a unified platform
Personalize every touchpoint with scalable tools that adapt to large-scale retail sales operations

Salesforce limitations

Higher price point, best suited for large enterprises
Requires technical expertise for setup and customization

Salesforce pricing

Starter Suite: $25/month per user
Pro Suite: $100/month per user
Enterprise: $165/month per user
Unlimited: $330/month per user
Einstein 1 Sales: $500/month per user

Salesforce ratings and reviews

G2: 4.4/5 (23,000+ reviews)
Capterra: 4.4/5 (18,000+ reviews)

4. Shopify Plus (Best for e-commerce-centric retailers)

retail crm: Shopify Plus — *via Shopify Plus*

Shopify Plus equips retailers with the agility and scalability to simplify the complexities of modern retail.

Designed to grow your business, this retail CRM software bridges the gap between online and offline operations. Manage flash sales with lightning-fast checkouts, expand into global markets with localized solutions, or facilitate wholesale orders—all from a single platform.

Shopify Plus best features

Streamline wholesale operations with B2B-focused tools for efficient bulk order management
Master omnichannel selling by syncing inventory, sales, and customer data across all platforms
Get trends and preferences with advanced sales analytics to make data-driven decisions
Optimize your tech stack using APIs, headless commerce, and a robust app ecosystem

Shopify Plus limitations

Pricing may be too steep for smaller retailers or those just starting to scale
Checkout customization requires technical expertise or developer support

Shopify Plus pricing

Custom pricing

Shopify Plus ratings and reviews

G2: 4.4/5 (650+ reviews)
Capterra: 4.8/5 (100+ reviews)

A G2 user says:

It’s a great platform for e-commerce and has a great CRM which allows all level members to access the data according to their role.

5. ActiveCampaign (Best small business CRM for email marketing)

Finding it tough to deliver the right message to the right audience at the right time? ActiveCampaign has your back. This retail CRM blends email marketing with AI-driven automation, helping you target smarter, not harder.

Want to send personalized emails based on individual customer preferences or re-engage lapsed shoppers? ActiveCampaign customizes and validates your marketing campaigns, ensuring every customer interaction is timely and relevant.

ActiveCampaign best features

Choose from 250+ stunning templates and use advanced segmentation to create personalized marketing campaigns
Reach customers where they’re most active to boost engagement and drive retail growth
Address high shipping costs or checkout barriers to optimize the online shopping journey
Analyze purchase history and customer lifetime value to maximize revenue

ActiveCampaign limitations

Pricing increases as your contact list grows, regardless of email volume
It has a steep learning curve for new users

ActiveCampaign pricing

Starter: $15/month for 1000 contacts
Plus: $49/month for 1000 contacts
Pro: $79/month for 1000 contacts
Enterprise: $145/month for 1000 contacts

ActiveCampaign ratings and reviews

G2: 4.5/5 (13,000+ reviews)
Capterra: 4.6/5 (2,400+ reviews)

Here’s what a G2 user has to say:

I love that for a small business, Active Campaign is a cost-effective way to get started in the CRM and marketing space.

6. HubSpot CRM (Best for personalizing retail marketing campaigns)

HubSpot CRM excels in helping retailers attract, engage, and retain shoppers through tailored inbound marketing strategies and seamless customer relationship management.

HubSpot is designed for versatility and automates email marketing, lead tracking, and customer segmentation. Its intuitive dashboard and centralized data empower retail teams to stay aligned, nurture leads, and deliver personalized shopping experiences at scale.

HubSpot best features

Deliver a customized shopping experience by centralizing customer data
Use AI tools to automate marketing and generate enhanced customer insights
Enhance team collaboration with shared dashboards for sales, marketing, and service
Build tailored workflows to create customer segments, nurture leads, and improve your business performance

HubSpot limitations

The free version offers limited customization options
Scaling to large operations may require additional integrations

HubSpot pricing

Free Tools: Free for up to 2 users
Starter: $16/month per user (extra seats at $20/month)
Professional: $1000/month for three users (extra seats at $50/month)
Enterprise: $3800/month for five users (extra seats at $75/month)

HubSpot ratings and reviews

G2: 4.4/5 (12000+ reviews)
Capterra: 4.5/5 (4200+ reviews)

7. Pipedrive (Best for sales pipeline management)

Disorganized sales processes and missed follow-ups are common challenges in the retail sector. Pipedrive tackles these issues head-on with its visually driven CRM platform, designed to simplify pipeline management and boost team efficiency.

Gain clarity with real-time reports and AI-powered insights to optimize your sales funnel. Pipedrive’s forecasting, goal-setting, and advanced sales metrics tools empower retailers to make smarter, faster decisions—fueling sales growth and customer satisfaction.

Pipedrive best features

Visualize sales efforts and progress with an intuitive drag-and-drop pipeline
Automate follow-ups and task reminders to improve customer engagement
Gain insights and optimize strategies with detailed sales analytics
Centralize the customer database to customize interactions and enhance brand loyalty

Pipedrive limitations

No free plan, limiting accessibility for smaller retail teams
Limited marketing automation features compared to other retail CRM systems

Pipedrive pricing

Essential: $14/month per user
Advanced: $29/month per user
Professional: $59/month per user
Power: $69/month per user
Enterprise: $99/month per user

Pipedrive ratings and reviews

G2: 4.3/5 (2,100+ reviews)
Capterra: 4.5/5 (3,000+ reviews)

8. Monday CRM (Best for visual workflow management)

Monday CRM is designed to keep pace with the dynamic demands of the retail industry. From inventory management to retail media campaigns, this platform centralizes your operations while aligning teams with visual, customizable workflows.

Whether launching a product line or boosting loyalty programs, Monday CRM combines automation and real-time dashboards for seamless collaboration. Keep your team productive, focused, and ready to deliver standout shopping experiences.

Monday CRM best features

Accelerate product launches with optimized workflows and faster time-to-market
Drive demand through tailored marketing campaigns and optimized processes
Enhance operational efficiency by integrating inventory, sales, and promotion management tools
Manage post-sale activities to stay on top of client projects, collection tracking, and more in one hub

Monday CRM limitations

Basic plans lack advanced CRM features like detailed reporting and analytics
Costs escalate quickly as team size and feature requirements grow

Monday CRM pricing

Basic: $15/month per user
Standard: $20/month per user
Pro: $33/month per user
Enterprise: Custom pricing

Monday CRM ratings and reviews

G2: 4.6/5 (900+ reviews)
Capterra: 4.7/5 (390+ reviews)

A G2 user says:

The best thing about Monday’s CRM is that it offers a lot of freedom. It allows you to configure a lot based on your specific needs and requirements.

9. Zendesk Sell (Best for customer service integration)

retail crm: Zendesk Sell — *via Zendesk Sell*

Zendesk Sell bridges the gap between sales and support, creating a retail CRM for nurturing customer relationships. It provides a 360-degree view of the customer journey—empowering retailers to personalize every interaction, whether online, in-store, or post-purchase.

It offers effortless lead tracking, pipeline management, and task automation to simplify retail workflows. From capturing prospects during flash sales to simplifying returns, this retail CRM keeps your sales team focused and your customers delighted.

Zendesk Sell best features

Log calls, send texts, and track customer communications from a centralized platform
Automate lead engagement with customized sequences and smart follow-ups
Analyze pipeline bottlenecks and forecast revenue with pre-built dashboards
Segment leads in real time and save dynamic lists for instant access

Zendesk Sell limitations

Pricing may not suit smaller retail teams
Fewer customization options compared to competitors

Zendesk Sell pricing

Team: $25/month per user
Growth: $69/month per user
Professional: $149/month per user
Enterprise: $219/month per user

Zendesk Sell ratings and reviews

G2: 4.2/5 (480+ reviews)
Capterra: 4.3/5 (150+ reviews)

Here’s why a G2 user loves Zendesk Sell:

The platform’s robust features for lead and deal management, along with its automation capabilities, have significantly enhanced our team’s efficiency in closing deals and maintaining client and lead relationships.

10. SAP (Best for enterprise-level retail management)

SAP CX and CRM software redefine how large-scale retailers manage operations, engage customers, and drive growth. This robust retail CRM blends AI-driven insights, e-commerce, and customer data to deliver personalized customer experiences at every touchpoint.

Want to spot delays before they impact your customers? Or optimize key metrics like average order value and a customer’s lifetime spend? SAP ensures seamless customer loyalty and order fulfillment—whether you’re enhancing offline or online retail stores.

SAP best features

Deliver a unified shopping experience across digital and physical platforms
Tailor promotions to customer preferences for better engagement
Simplify order fulfillment and returns to improve customer service
Promote eco-conscious buying by showcasing new and preowned items side-by-side

SAP limitations

High cost, making it more suitable for large-scale retail businesses
Requires technical expertise for setup and maintenance

SAP pricing

Custom pricing

SAP ratings and reviews

G2: 4.1/5 (800+ reviews)
Capterra: N/A

Special mention tools

NetSuite: Refines customer management, inventory, and finances, helping retailers deliver personalized service and optimize operations
Copper CRM: Integrates customer data and workflows, helping retailers manage relationships and sales more efficiently
Insightly: Combines customer relationships, sales, and projects in one platform to enhance engagement and streamline operations

🎁 Bonus: Boost your customer journey with a tailored CRM campaign that hits the right note at each funnel stage:

Top of the funnel: Attract shoppers with trending product emails, social ads, and VIP in-store invites to enhance customer engagement
Middle of the funnel: Nurture leads with customized product recommendations, gamified quizzes, and retargeting ads for abandoned carts
Bottom of the funnel: Seal the deal with exclusive discounts, sneak peeks at new arrivals, and glowing customer reviews

Your Retail CRM Revolution Starts Here With ClickUp

And there you have it—the ultimate lineup of retail CRM systems, ready to transform how you connect with customers and scale your business!

But finding the right CRM isn’t just about ticking boxes. It’s about building a solution that grows with you, streamlines your operations, and delivers wow-worthy customer experiences every step of the way.

That’s where ClickUp takes the spotlight. It’s a powerful asset for designing custom workflows, turning teams into powerhouses, and creating customer experiences they’ll rave about.

Don’t wait – start your ClickUp journey today and watch your retail business transform! 🚀

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10 Best Retail CRM Systems to Boost Customer Engagement and Drive Sales

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