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Magento CRM Platforms Integration Guide 2024

Last Updated on 21st Jun, 2024 | Magento

top 8 magento crm platforms in 2024 + integration guide

The Ultimate Guide to Magento CRM Platforms Integration

Integrating CRM with Magento can provide e-commerce stores with a powerful toolset for managing customers, sales, and marketing campaigns. The right Magento CRM platforms integration seamlessly connects with your Magento store to centralize data and streamline operations. This integration allows e-commerce businesses to have a comprehensive view of their customer data, sales, and marketing efforts in one centralized platform, improving efficiency and decision-making processes.

In this article, we will explore the importance of CRM for Magento stores and provide an overview of key CRM features. We will then dive into the top 8 Magento CRM integrations, analyzing their standout capabilities, benefits, pricing, and how they compare to competitors.

By the end, you’ll have the information needed to determine the best CRM option for your unique Magento implementation.

Key Takeaways:

  • CRM integration brings marketing, sales, and service data together in one platform.
  • Top CRM features include contact management, email marketing, lead scoring, and reporting.
  • We compare top Magento CRM options: Salesforce, Zoho, HubSpot, Vtiger, Freshsales, AgileCRM, EngageBay, and SugarCRM.
  • CRM pricing ranges from free to hundreds per month based on features.
  • Third-party services and extensions simplify Magento-CRM integration.

Key Features of a Magento CRM System

A CRM system for Magento should provide tools to support critical ecommerce operations:

For Marketing

  • Contact database to store customer information
  • Segmentation and email marketing campaigns
  • Social media integration
  • Landing page and form builders
  • Magento SEO and marketing analytics

For Sales

  • Lead and opportunity tracking
  • Quotes, invoices, and order management
  • Sales automation and workflow
  • Forecasting and reporting

For Customer Service

  • Help desk ticketing system
  • FAQ knowledge base
  • Live chat and call support
  • Customer satisfaction surveys
  • Service analytics and insights
When integrated with Magento, these features combine ecommerce data for more impactful marketing, sales, and service.

How to Integrate CRM with Magento?

Once you’ve selected the right CRM for your business, integrating it with Magento efficiently is key. There are two recommended approaches to Magento CRM integrations:

Third-Party Integration Services

Turnkey integration services like Celigo and Jitterbit offer pre-built connectors and workflows to integrate leading CRMs with Magento. This simplifies integration without requiring developers.

Magento CRM Extensions

Extensions like MageCRM and Amasty CRM add CRM capabilities directly into your Magento backend. This provides a unified CRM and ecommerce platform but may offer less flexibility.

Top Magento CRM Integrations in 2024

Now let’s explore the top CRM options for Magento, their standout features, pricing, and how they stack up to alternatives:

  • Salesforce CRM
  • Zoho CRM
  • HubSpot CRM
  • Vtiger CRM
  • Freshsales CRM
  • AgileCRM
  • EngageBay CRM
  • SugarCRM

#1. Salesforce CRM

Salesforce CRM is a top-tier customer relationship management platform that helps businesses manage sales, service, marketing, and commerce. Known for its robust features, it offers tools for lead and contact management, sales automation, customer service, and analytics. With advanced capabilities like AI-driven insights and seamless third-party integrations, Salesforce CRM is ideal for businesses of all sizes, enhancing customer interactions and driving growth.

Features

  • Contact management
  • Lead scoring and routing
  • Salesforce automation
  • Email marketing and campaign creation
  • Customer service ticketing
  • 100+ AppExchange integrations
  • AI-driven insights (Salesforce Einstein)

Pricing

  • Professional – $80/month per user
  • Enterprise – $165/month per user
  • Unlimited – $330/month per user
  • Unlimited+ – $500/month per user

#2. Zoho CRM

Zoho CRM is a versatile customer relationship management platform tailored to optimize sales, marketing, and customer support operations across businesses. It provides robust features, including lead and contact management, sales automation, marketing automation, and in-depth analytics. Known for its user-friendly interface, Zoho CRM offers extensive customization options and integrates seamlessly with other Zoho products and third-party applications, empowering organizations to manage customer interactions and accelerate business success efficiently.

Features

  • Contact management and lead scoring
  • Sales pipeline and forecasting
  • Marketing automation
  • Customer service ticketing
  • Social media integration
  • Mobile apps

Pricing

  • Standard: $14/month per user
  • Professional: $23/month per user
  • Enterprise: $40/month per user
  • Ultimate: $52/month per user

#3. HubSpot CRM

HubSpot CRM provides a centralized platform for storing and managing contact information, tracking deals, and analyzing sales performance. With features like contact and company insights, meeting scheduling, and customizable dashboards, HubSpot CRM enables sales teams to work more efficiently and close more deals.

Features

  • Contact database with activity tracking
  • Email marketing and workflows
  • Meetings scheduler
  • Quotes and invoice management
  • Live chat support
  • Integration with Other HubSpot Tools
  • Customizable Dashboards

Pricing

Free plan available (limited features/up to 5 users)

For individuals and small teams:

  • Starter: $20/month per seat
  • Professional: $1,200/month seat
For businesses and enterprises:
  • Starter: $1200/month for five seats
  • Professional: $4000/month for seven seats

#4. Vtiger CRM

Vtiger is an all-in-one CRM platform that enables marketing, sales, and support teams to work together with a unified view of customer data. It offers a comprehensive set of CRM features to help businesses streamline their customer relationship management processes.

Features

  • One View: (360-degree view of customer data)
  • Sales Automation
  • Pipeline Management
  • Artificial Intelligence (Integrates Calculus AI)
  • Communication and Collaboration
  • Help Desk Automation
  • Over 500 Apps Integrations

Pricing

  • One Growth – $12/month per user
  • One Professional – $30/month per user
  • One Enterprise – $42/month per user
  • One AI – $50/month per user

#5. Freshsales CRM

Freshsales is an AI-powered, easy-to-use sales CRM solution that helps businesses streamline their sales processes and drive revenue growth. It is part of the Freshworks suite of customer-centric business software.

Features

  • Leverages AI to generate qualified leads and run effective sales campaigns
  • Automates lead capture, qualification, routing, and tracking
  • Decluttered sales view with key details
  • Freddy AI for proactive suggestions, insights, and task automation
  • Integrates sales and marketing in a single platform
  • Provides a shared view of the customer journey

Pricing

  • Growth: $11/user per month
  • Pro: $47/user per month
  • Enterprise: $71/user per month

#6. AgileCRM

Agile CRM is an affordable, next-generation, cloud-based CRM platform that integrates sales, marketing, and customer service capabilities. It aims to help businesses of all sizes streamline their customer-facing operations and drive revenue growth.

Features

  • 360-degree contact management
  • Deal tracking and pipeline management
  • Telephony integration with automation
  • Appointment scheduling
  • Social suite integration
  • Automation with drag-and-drop workflows
  • Helpdesk ticketing and support workflows
  • Access to 500+ apps through 500apps
  • Affordable pricing with a free plan
  • Mobile-ready, fast, and intuitive

Pricing

  • Starter: $14.99/user per month
  • Regular: $49.99/user per month
  • Enterprise: $79.99/user per month

#7. EngageBay CRM

EngageBay offers an all-in-one CRM to support marketing, sales, and customer service.

Features

  • Unified customer database
  • Marketing automation with landing pages
  • Two-way email sync and tracking
  • Help desk ticketing and live chat
  • Customer journey analytics

Pricing

  • Free plan available (250 Contacts)
  • Basic: $14.99/user per month
  • Growth: $64.99/user per month
  • Pro: $119.99/user per month

#8. SugarCRM

SugarCRM is an open-source CRM built for customization and scalability from SMBs to enterprises.

Features

  • Contact and account management
  • Opportunity tracking and forecasts
  • Marketing campaign automation
  • Customer support case management
  • Customizable fields, workflows, and reporting

Pricing

  • Sell Essentials: $19/user/month
  • Sell Advanced: $85/user/month
  • Sell Premier: $135/user/month
  • Market: $1,000/month/10K contacts
  • Serve: $80/user/month

Essential Factors in Selecting Magento CRM Platforms Integration

Here are key factors to evaluate when selecting your ideal Magento CRM solution:

  • Integration ease – How easily can it connect to Magento?
  • Features – Does it have the marketing, sales, and service tools you need?
  • Ease of use – Is the platform intuitive for your team to use?
  • Customization – Can it be customized to your workflows?
  • Budget – Does pricing fit within your budget constraints?
  • Scalability – Can it scale as your business grows?
  • Support – Is knowledgeable support available?

Final Thoughts

Integrating CRM with your Magento store provides a 360-degree customer view to drive greater marketing, sales, and service results. Magento CRM platforms integration with leading solutions like Salesforce, HubSpot, and Zoho offer robust features and integrations out-of-the-box. Platforms like Vtiger and SugarCRM appeal to developers wanting greater control through open-source customization.

Consider your budget, business needs, and capabilities when choosing the right platform. Leverage pre-built connectors or extensions to simplify integrating CRM data into your Magento workflow. With the right Magento CRM platforms integration solution, you can optimize the customer journey from first touch to loyal brand advocates.

Magento CRM FAQs

What are the benefits of integrating CRM with Magento?

Integrating CRM with Magento provides a unified view of customer interactions and ecommerce transactions. This allows businesses to deliver personalized, omnichannel experiences that drive growth. Key benefits include:

  • 360-degree customer profiles
  • Increased sales productivity and pipelines
  • More impactful marketing campaigns
  • Improved customer support resolutions
  • Greater visibility into the customer journey

What core features should a Magento CRM have?

The core CRM features needed for Magento include:

  • Contact database to store and track all customer interactions
  • Lead and opportunity management to nurture prospects into customers
  • Marketing automation to drive campaigns and convert sales
  • Customer service ticketing to support post-purchase needs
  • Reporting and analytics to uncover customer insights

What are the risks of not integrating CRM with Magento?

Using Magento without integrated CRM has several risks, including:

  • Data silos that limit insights into customers
  • Poor tracking of marketing campaign performance
  • Missed sales opportunities from inadequate lead follow-up
  • Weak post-purchase support that damages customer loyalty

How much does CRM for Magento cost?

CRM pricing for Magento varies widely based on the solution. Entry-level plans typically start between $10-$25 per user/month with core features. Mid-tier plans range from $25-$60 per user/month with added functionality. Some advanced enterprise solutions can exceed $100+ per user/month.

What is the best way to integrate CRM with Magento?

The two recommended approaches are:

  • Using a third-party integration platform like Celigo that has pre-built connectors to join CRM and Magento.
  • Installing a Magento CRM extension that adds CRM capabilities directly into the Magento backend.