What is the best CRM for a Shopify store?

There is no single best one, because it depends on who will run the work and what the tool reads from Shopify. Shopify's built-in tools suit one marketer with a few flows. Klaviyo or Omnisend suit a store with someone who will build and maintain flows. HubSpot suits a team with sales reps. A retention tool such as Tranthor suits a store where the second order is the gap and nobody owns it.

Does Shopify have a CRM built in?

Shopify's admin includes customer profiles, rule-based segments and Shopify Messaging for email, SMS and WhatsApp campaigns. Its documentation does not describe sales pipelines or deal tracking, so teams with sales reps usually add a general CRM. Our guide to Shopify CRM covers what the built-in tools do and where they stop.

Does Klaviyo sync all of my Shopify data?

Klaviyo's Shopify data reference lists customer profiles with marketing consent, order events, a Checkout Started event and onsite events, some of which need a setting turned on. The last 90 days of orders and customers sync first, then older data. The page also says profiles deleted in Shopify are not deleted in Klaviyo, so check how you handle deletions.

What does Omnisend sync from Shopify?

Omnisend's page on supported ecommerce integrations lists Shopify as a native, one-click integration. The page does not say which Shopify data syncs, so ask Omnisend which customer, order and checkout data it reads and how fresh it is before you rely on it.

Do I need a sales CRM such as HubSpot for a Shopify store?

Only if people work accounts, such as wholesale or long B2B cycles. HubSpot's Shopify Data Sync page says contacts and products sync both ways, while orders and abandoned checkouts sync one way, from Shopify to HubSpot. A store that mainly wants repeat purchases usually needs a retention tool, not a sales pipeline.

Does attributed revenue prove a CRM increased my sales?

No. Attributed revenue credits a message with orders placed after it, under a rule the tool sets. It does not show what customers would have bought anyway. Ask whether the tool can hold back a control group, and read how it describes cause.

Best CRM for Shopify Stores: How to Choose (2026)

The best CRM for a Shopify store is the one that reads the Shopify data you need, carries each customer's consent correctly, and has someone to run it. Features overlap between tools. The Shopify connection and the weekly workload are where they differ, so this guide sorts the options by those two things.

We make Tranthor, which is one of the options below, so read our description of it as a vendor's. Facts about other products come from their own pages, read in October 2026 and linked at the end. This is a decision aid, not a ranking: the options are grouped by situation and nothing here is ordered by which tool we think is best.

Quick Answer

Start with what Shopify already gives you: customer profiles, segments and campaigns. They are covered in Shopify CRM: what Shopify covers and when you need more. Add a flow builder such as Klaviyo or Omnisend when a named person will build and maintain flows. Add HubSpot when sales reps work accounts. Look at a retention tool such as Tranthor when the second order is your gap and nobody owns it. Stay manual while you are still learning which customer moments deserve a campaign. Whichever you pick, compare what it reads from Shopify before you compare features.

What a CRM has to read from Shopify
Best CRM for Shopify stores by situation
Profiles of each option
Questions to ask about the Shopify connection
Run the same scenario in every tool
FAQ

What a CRM Has to Read From Shopify

A CRM for a store is a customer record plus the ability to act on it. For Shopify, that record is built from five kinds of data.

Data	Why a retention program needs it
Customers and marketing consent	One profile per person, and whether you may message them by email, SMS or WhatsApp
Orders	Who bought, when, how often and how much
Order changes	Fulfilment, cancellations and refunds, so the record matches what happened
Checkouts	Who started a purchase and did not finish
Product and browsing data	What to recommend, and who looked but did not buy

A tool can read a kind of data without keeping it current, so the details matter. Klaviyo's Shopify data reference is a useful model because it states its limits. It lists customer profiles with marketing consent and tags, order events (placed, ordered product, fulfilled, cancelled, refunded), a Checkout Started event, and onsite events such as Viewed Product and Added to Cart, some of which need a setting turned on. It says the last 90 days of orders and customers sync first, then older data, up to 10 years by default. It also says profiles deleted in Shopify are not deleted in Klaviyo, and that Klaviyo's revenue figures can differ from Shopify's because Shopify subtracts canceled and refunded orders from revenue and Klaviyo does not.

None of that is a flaw to hold against Klaviyo. It is the kind of statement you want from every vendor. Omnisend's supported integrations page lists Shopify as a native, one-click integration but does not say which data syncs, so that is a question to put to Omnisend in writing.

Best CRM for Shopify Stores by Situation

Your situation	Start with	Check first
One marketer, a handful of flows, mostly email	Shopify's built-in tools	Build every audience you need as a segment, and note the ones a filter cannot express
Someone owns lifecycle marketing and wants control of flows and segments	A flow builder such as Klaviyo or Omnisend	What the connection reads, and who will maintain the flows in six months
WhatsApp matters in your markets	Shopify Messaging, Klaviyo, or a WhatsApp-specific tool	Per-message rates and delivery by country; see Klaviyo alternatives for WhatsApp marketing
Sales reps, wholesale accounts or long B2B cycles	A general CRM such as HubSpot, connected to Shopify	Which way orders sync, and which system wins on consent
The second order is your gap and nobody owns retention	A retention tool that finds the moment and drafts the campaign, such as Tranthor	That it runs the play you need today, and what waits for your approval
You are still learning which moments deserve a campaign	Manual retention: a spreadsheet and a sending tool	Write down the signal, audience, exclusions, message and outcome for one moment

For a wider comparison that is not limited to Shopify, see best ecommerce CRM software.

Profiles of Each Option

Shopify's Built-In Tools

What it is: Customer profiles with email, SMS and WhatsApp marketing settings, ShopifyQL segments, and Shopify Messaging (formerly Shopify Email), which sends email, SMS and WhatsApp campaigns and has automations for email and SMS. Shopify announced Campaign Autopilot in June 2026 as early access for qualifying stores.
Fits: One marketer, a short list of flows, and email as the main channel.
Limitation: Segments are filters over store data, so a rule that does not fit a filter means a spreadsheet. See Shopify CRM for the full list of what is included, and Tranthor vs Shopify Email for a side-by-side.

Klaviyo

What it is: A marketing platform whose pricing page lists email, SMS, RCS, mobile app and WhatsApp marketing as channels.
Fits: A merchant or lifecycle marketer who wants to build and maintain flows, and wants a documented Shopify connection to build on.
Limitation: Its billing documentation counts active profiles, so cost follows list size. Profiles deleted in Shopify stay in Klaviyo, so deletion needs its own process. The switching math is in Klaviyo alternatives for Shopify.

Omnisend

What it is: Email, SMS and web push for ecommerce stores, with automations for abandoned carts, welcome messages and post-purchase follow-ups, as described on its Shopify App Store listing.
Fits: Shopify brands that want a Klaviyo-style tool with a free plan to test. Its pricing page lists a free plan with 250 contacts and 500 emails a month as of October 2026.
Limitation: Its own comparison with Klaviyo says it does not support WhatsApp natively, and its integrations page does not state which Shopify data syncs. See Omnisend alternatives for Shopify and Tranthor vs Omnisend.

HubSpot

What it is: A general CRM. HubSpot's free CRM page says the free CRM supports up to two users and 1,000 contacts.
Fits: Teams with sales reps, wholesale accounts or long B2B cycles.
Limitation: Its Shopify Data Sync page says contacts and products sync both ways, orders and abandoned checkouts sync one way from Shopify, Shopify metafields are not supported, and order and cart sync do not identify or merge duplicates.

Tranthor

What it is: An AI retention team and autonomous CRM for ecommerce. It reads a connected store, finds moments such as a second purchase, a lapse or churn risk, drafts the audience and message, and sends within limits you approve. Shopify is a live data source today.
Fits: Shopify brands with no dedicated CRM team that would rather review a prepared campaign than build one.
How control works: The first run of every playbook is drafted for your approval. Auto-send is off by default and is switched on per playbook after one approved run. Limits you approve cover contact frequency, spacing, daily sends and discount percentage. Autonomous sends skip people who have unsubscribed or have not opted in. See what the owner controls.
Limitation: It runs second-purchase, reactivation, churn-risk, next-product and VIP plays today. Cart recovery is on the roadmap, so keep your existing abandoned-cart flow. It does not replace a sales CRM, and it will not suit a store with a lifecycle marketer who enjoys building flows. Side-by-side: Tranthor vs Klaviyo; for the Shopify workflow, see Shopify retention platform.

Manual Retention

Manual retention means you read orders, pick an audience, write the message and arrange the send yourself. It is a method, not a product, and it is a real alternative to buying another platform. It fits an owner who is still learning which moments deserve a campaign. It stalls when nobody has time, and it does not remove consent checks.

Questions to Ask About the Shopify Connection

Put the same questions to every vendor, in writing.

Question	Why it matters
Which Shopify data syncs, and in which direction?	HubSpot's page says orders sync one way, from Shopify only
How far back does the first sync go, and how fresh is new data?	Klaviyo documents 90 days first, then older data; HubSpot documents 10 minutes after the first sync
Does marketing consent travel with the customer, and which system wins in a conflict?	A lost unsubscribe is a customer-trust problem, not a reporting gap
What happens when a customer is deleted, or an order is cancelled or refunded?	In Klaviyo, deleted profiles stay and revenue can differ from Shopify's
Are metafields, variants and duplicate customers handled?	HubSpot's page says metafields are not supported and order sync does not merge duplicates
Which event starts my first campaign?	Ask for the event name, not the feature name, then check it exists in your store data

Run the Same Scenario in Every Tool

Pick one real repeat-purchase moment from your store, such as a reorder reminder for your best-selling product, and ask each vendor to walk you through it.

Show me the event. Which Shopify event starts it, and where do I see it arrive?
Show me the audience. Open three customer records and check that the order history matches what Shopify shows.
Show me an exclusion. Pick a customer who unsubscribed in Shopify or just reordered, and show them being left out.
Show me the approval step. What waits for a person, what can send on its own, and how do I pause it?
Show me the result. What does the report credit to the campaign, and does it match Shopify's order total for the same customers?

If you are unsure how much repeat business you have before you start, the free retention check works out your repeat purchase rate from three numbers, without a signup. For the operating plan around any tool, read Shopify retention strategy.

Sources: Klaviyo Shopify data reference, Klaviyo pricing, How Klaviyo billing works, Omnisend supported ecommerce integrations, Omnisend on the Shopify App Store, Omnisend pricing, Omnisend vs Klaviyo, Shopify customer management, Shopify customer segmentation, Shopify Messaging help, Campaign Autopilot announcement, HubSpot free CRM, HubSpot Shopify Data Sync. Tranthor details come from what the owner controls and describe what the product does today.

Best CRM for Shopify Stores in 2026: What to Check Before You Pick