7 Best CRM Integrations for Magento 2 and Why You Need Them

Magento 2 has earned its place among the most renowned eCommerce platforms in the world, and for good reason. It is flexible, SEO-oriented, feature-rich, and offers tremendous storage capacity. Small wonder that it features in the list of top 10 eCommerce platforms.

Today, Magento is known as Adobe Commerce, since it has become a constituent of Adobe Inc. While Magento 2 is undeniably an efficient framework that can handle large stores, your organization may still need a more customer-oriented approach. After all, your clients are (or should be) the primary focus of every sale.

To achieve this, you can use Magento CRM software that will increase the productivity of your website and help establish your customer-focused activities.

The sheer number of available Magento CRM systems may seem overwhelming. To help find the right one for you, in this article we’ll outline the seven best Magento 2 CRM integrations, complete with descriptions, characteristics, and costs. We’ll also suggest extensions for synchronizing an eCommerce platform to a CRM platform.

Why Does Your Store Need a Magento CRM System?

CRM tools help companies manage client relationships by tracking and collecting consumer information and delivering valuable insights.

A CRM system automates core tasks and streamlines procedures for aspects such as:

• Marketing
• Accounting
• Sales
• Customer service

A CRM system can also provide all stakeholders with a complete view of customer data and the customer journey. In short, CRM integrations will allow you to drive sales and cultivate the consumer experience.

Recent statistics bear witness to the rising interest in CRM solutions. About 91% of organizations with 10 or more employees use a CRM, and the whole CRM sector is expected to reach a whopping $157 billion by 2030, compared to $71 billion in 2023.

B2B and B2C Magento shops can greatly benefit from Magento CRM software. By consolidating customer-related actions on a central platform, Magento 2 CRM can boost processes in your organization.

The advantages include:

• Improved administration of consumer data. A CRM framework retains all key customer information in a single place, for all stakeholders to easily access it.
• Unified customer interactions. CRM tools empower businesses to monitor their customer interactions across various touchpoints.
• Greater productivity. A CRM framework optimizes workflow by unifying activities and automating jobs.
• Higher consumer loyalty. The better your communication and service, the more likely your audience is to stick to your brand.
• Enhanced inventory management. A CRM for Magento 2 continually monitors your stock availability, empowering you to handle your supply and demand effectively.
• Extended analytics opportunities. A Magento CRM integration enables you to conduct data-based prognosis to predict future performance and revenues.

What Are the Key Features of a Magento CRM System?

A reliable CRM toolkit will help you manage fundamental areas of your operation, including sales, marketing and consumer service. The system will establish a central hub for all your client data. It will also empower you to identify your audience’s needs and take the appropriate measures to meet them.

Let’s take a look at the key areas in which a Magento 2 CRM should deliver.

Marketing

Maintaining a constant stream of leads is a crucial task for any company’s marketing department.

An effective CRM tool supports marketing efforts as follows:

• Organizes and streamlines communication through diverse marketing means
• Conducts email outreach campaigns by providing design templates, monitoring email delivery and analyzing campaign efficiency
• Optimizes landing page designs and content for a higher stream of leads
• Enhances interactions and conversions through the website via banners, signup forms, discount coupons, and other interactive elements

Customer service

Support is an important driver of a consumer’s lifetime value. A solid knowledge base and meticulous case management underpin perfect client service.

A CRM toolkit can help you gain in-depth understanding of your customers. It will also carry out automated tasks, saving you time and effort.

A CRM reinforces customer support in the following ways: 

• Retains all user data in a central repository
• Keeps records of all client interactions
• Handles the relevant service information in one view
• Prepares a selection of responses to users’ questions
• Automates service tasks
• Allows for efficient user segmentation and attribution to the appropriate support teams
• Gathers valuable knowledge about customers

Sales

A CRM provides a handy toolkit for streamlining sales tasks. The system collects data to help companies qualify their leads and direct them to the relevant salespeople, obtain insights into client requirements and ultimately rationalize a customer journey through a sales funnel.

Specific sales features include:

• A smooth lead transfer from one department to another
• Comprehensive control over the deal funnel
• Tracking of the entire lead journey
• Lead qualification
• Accurate distribution of documents among sections

What Are the Best Magento 2 CRM Integrations?

There are two ways to connect the CRM platform with your Magento 2 store: 

• External integration
• Magento 2 CRM extensions, specifically developed for Magento 2 eCommerce websites

Based on our extensive experience, we’ve selected the seven best pieces of CRM software for a Magento store and the appropriate Magento CRM extensions for each integration.

1. HubSpot: One of the Best CRMs for Magento 2

HubSpot is a superior tool for centralizing all your knowledge about your consumers. It delivers a wealth of options and features to help organizations thrive, including personalized templates, campaign administration, sales funnels and more. The framework suits companies of any size as various plans and feature sets are available.

HubSpot’s CRM contains the required integrations and solutions for each area of your business and is simple to operate.

Features

• Automation of multiple procedures
• Smooth integration with social media profiles
• Convenient interface for centralizing data
• Management of each lead’s progress
• Extensive reporting

Pricing

• Free plan
• Starter: $30 per month
• Professional: $1,600 per month
• Enterprise: $5,000 per month

Extensions

• HubSpot Magento 2 Integration Extension by CedCommerce. Helps connect Magento 2 to HubSpot in real time by synchronizing all your vital information, including orders, deals, items and abandoned carts.
• Unific Connector for HubSpot by Unific. Maximizes your customer-centric marketing by creating exceptionally personalized customer experiences.

2. Zoho: Superior Magento 2 CRM Integration for Small Organizations

A compelling CRM tool for boosting your commercial operations and streamlining projects. Magento 2 Zoho CRM integration provides a bundle of applications to match your needs. The tool empowers users to run the synchronization of essential information with Zoho CRM and automatically measure their store’s performance.

Features

• Refreshingly straightforward to use
• AI-backed virtual assistant
• Opportunity to run comprehensive ad campaigns
• Clear and convenient interface
• A wealth of integrations and add-ons
• Complete administration of leads, contacts and deals

Pricing

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

Extensions

• Zoho CRM integration for Magento 2 by Mageplaza synchronizes Magento knowledge about clients, sales, invoices, items and more with Zoho CRM. Therefore, retailers can maintain effective processes and communications.
• Zoho CRM Integration by Magenest automatically syncs data from Magento to Zoho, simplifying efforts to attract potential clients and conduct promo campaigns.

3. Salesforce: A Widely Favored Magento CRM Integration

Another practical CRM integration for your Magento 2 store is Salesforce, known for its innovative characteristics and delightful interface.

Salesforce harnesses AI to shape genuine consumer impressions. Intelligent search, item reviews and other opportunities help you to gather vital knowledge and insights from various channels.

A wealth of valuable elements makes Salesforce a powerful framework for creating a consistent brand perception in your customer networks and campaigns.

Features

• AI-powered analytics
• Intuitive dashboard
• Automatic data extraction from various sources
• Scalability and security
• Customer-oriented features
• Accessible via a mobile app
• Custom reports

Pricing

• Free trial
• Essentials: $25 per user per month
• Professional: $75 per user per month
• Enterprise: $150 per user per month
• Unlimited: $300 per user per month

Extensions

• Salesforce CRM Integration for Magento 2 by Mageplaza unites both systems and automatically runs the synchronization of primary Magento objects to Salesforce.
• Salesforce Connector for Magento 2 by Webkul synchronizes the Magento 2 store and all its categories to Salesforce in real time.

4. Sugar CRM: A Trusted CRM Platform

With confirmed reliability and a dependable feature kit, Sugar CRM is the ideal choice for retailers seeking a credible tool. Its functionality includes options for data accumulation, generation of reports, collecting feedback, administering clients and more.

Although the choice of omnichannel marketing strategies and automation may seem limited, the framework’s undeniable strengths include delivering accurate metrics and operation prognosis.

Features

• Significant customization options
• Generous omnichannel support
• Convenient options for campaign development
• Straightforward integration with other services
• Mobile app
• Capability of working with multiple currencies

Pricing

• Sell: $49 per user per month
• Serve: $80 per user per month
• Enterprise: $85 per user per month
• Market: $1,000 for 10K contacts

Extensions

• SugarCRM Magento Integration by DanmarCRM closes the loop between an online shop and CRM. It operates as an Adobe Commerce connector with fundamental sales tools, promo campaign automations, a mobile app and more.

5. Agile CRM: A Suitable Framework for Small and Medium Organizations

Small companies, including startups, can benefit from using Agile CRM, as it’s a solid solution at an affordable price.

This integration is easy to use, has a functional interface and works smoothly with various channels, touchpoints, frameworks and other services.

Features

• Affordable for organizations of any size
• Convenient and clear interface
• A mobile-ready solution
• Rich email-marketing capabilities
• Numerous templates for landing pages
• Handy automations to address client queries

Pricing

• Free for up to 10 users
• Starter: $14.99 per user per month
• Regular: $49.99 per user per month
• Enterprise: $79.99 per user per month

Extensions

Agile CRM features a Magento plugin that helps you set up all the necessary connections without installing extensions.

6. EngageBay: A Lightweight and Powerful Magento CRM Option

Another framework that perfectly suits small brands is EngageBay.

This CRM is a handy toolkit that helps automate sales, customer service and marketing. You can choose a comprehensive package or separate packages for each of your teams.

Although the interface may initially seem complicated, it doesn’t take long to become familiar with the functionality. What’s more, the customer support will help you resolve any issues.

Features

• Seamless lead transfer between departments
• Consolidation of all client knowledge and interactions
• Promo campaigns automation
• Generation of sales reports
• Sales funnel and deal administration
• Lead qualification and cultivating
• Meeting scheduling

Pricing

• Free: 250 contacts
• Basic: $12.74 per user per month
• Growth: $42.49 per user per month
• Pro: $84.99 per user per month

Extensions

• EngageBay released the free CRM Magento integration specifically for Magento 2, which you can use on your eCommerce website.

7. Vtiger CRM: The Fundamental Framework for Small Brands

Capable and fairly priced, Vtiger is an attractive CRM integration for your Magento 2 store, especially if you operate a small organization or startup. 

Although Vtiger CRM offers only basic functionality, it makes up for the limited features with its attractive price and the capability to connect Magento 2 with the CRM tool without extensions.

Features

• A holistic view of Magento 2 store orders
• Real-time monitoring of user progress
• Options for running promotional campaigns
• Easy customization and scaling
• Convenient automations of routine tasks
• Tools for creating reports and conducting analysis

Pricing

• Standard: $42 per user per month
• Single app: $28 per user per month
• Custom pricing is available

Extensions

• Magento CRM integration with Vtiger is possible without any extensions.

Conclusion

A client-focused approach is the foundation of modern business strategies. A customer relationship management system will allow you to consolidate all your consumer-related activities, leading to increased customer satisfaction.

If you manage a Magento 2 website, you have a wide choice of Magento 2 CRM integrations.

To get the most out of your CRM integration, we recommend seeking professional help. Here at WebMeridian, we specialize in bringing state-of-the-art technologies to eCommerce organizations and optimizing their performance for superior outcomes.

We’ll help you select the right CRM framework for your business, pick the relevant Magento CRM extensions and connect the CRM platform with your Magento 2 store. We’ll also provide maintenance and support for your solution to ensure you benefit from its maximum potential.

Embracing breakthrough technology requires knowledge, experience and skills. We have it all, and we love to apply it for the benefit of our clients. Contact us, and let’s start the exciting journey toward the ideal solutions for your business.