Magento 2 CRM integrations
Posted on 12 March 2018
"CRM is a central nervous system of a company"
The business software world is ruled by multipurpose solutions, which are used by everyone: salespeople, telemarketers, tech support, headquarters and even software developers
What is CRM?
CRM is the abbreviation of “customer relationship management". CRM is a way of organizing and running a business, in which customers are treated as the main asset of a company. That’s why a relationship with clients is the essence of company’s activity.
CRM is like Jira for a commercial service: salespeople and marketers track users in the system, create ‘incidents’ (‘deals’ or ‘opportunities’), register business processes, build accountability and count money. Accordingly, CRM accumulates and stores data, helps to exchange it, automates business processes and logs all actions.
From the stakeholders' points of view, the CRM is a tool for managing clients and related information, as well as a way to speed up and streamline all business processes.
The CRM is about detailed info about customers (his previous purchases, viewed products, where he is from, his age and gender, etc.), systematization and automation of pre-sale, and statistics of conversion of leads into sales.
One of the advantages of using CRM is transparency and control over the work of the sales department - it is immediately clear who is responsible for each task and its progress.
Requests and calls of potential buyers are recorded in the database and turn into tasks for sales staff. Storing all requests helps to decrease a number of unregistered and lost requests. As for B2B, it also stores official documents, information about counterparties, and allows to remind users about the terms, change of transaction status, or new invoice.
Benefits of using CRM
- CRM helps to minimize the damage from mistakes and forgetfulness of personnel.
- CRM increases profit. The seller has full information about the customer and the sales history. The number of transactions and the speed of the deal are increasing. It's easy to focus on the best deals.
- CRM reduces costs. Automation of the sales process allows you to automate routine operations, control processes and management of sales staff.
- CRM improves employee productivity. Managing capabilities, scheduling, and contact tools make it possible to effectively use working time.
Overview of popular CRM solutions for Magento 2
There are two most popular CRM services - SalesForce and ZohoCRM. SalesForce has recently partnered with Google.
Salesforce pricing: $25-300 per user/per month
Salesforce Magento 2 extensions
https://store.magenest.com/magento-2/salesforce-crm-integration.html - from $349
https://www.magesales.com/magento-2-salesforce-crm-integration.html - from $249
https://store.webkul.com/Salesforce-Connector-Magento2.html - from $399
ZohoCRM pricing: $12-100 per user/per month
ZohoCRM Magento 2 extensions:
https://store.magenest.com/magento-2/zoho-crm-integration.html - from $300
https://www.mageplaza.com/magento-2-zoho-crm-integration-extension/ - No price. Coming soon?
https://codecanyon.net/item/zohocrm-integration-magento-2/19222701 - from $73.
SugarCRM pricing: $40-150 per user/per month
SugarCRM Magento 2 extensions
VTiger CRM pricing: $10-30 per user/per month
VTiger CRM Magento 2 extensions:
https://store.magenest.com/magento-2/vtiger-integration.html - from $149
https://cmsmart.net/magento-extensions/synchronize-database-magento-with-vtiger-crm - from $159
https://www.magesales.com/magento-2-vtiger-crm-integration-extension.html - from $129
https://www.smackcoders.com/vtigercrm-magento-connector.html - from $299
OroCRM pricing: $59 per user/per month
OroCRM Magento 2 extensions:
There're no known integrations yet. However, you can try SAML.
RetailCRM (Ecomlogic) - Russian CRM
RetailCRM pricing: from $0. Complicated pricing scheme.
RetailCRM Magento 2 extensions:
https://github.com/retailcrm/magento-module - free module on GitHub
InfusionSoft CRM pricing: $70-362 per user/per month
InfusionSoft CRM Magento 2 extensions:
There're no known integrations yet.
Insightly CRM pricing: $0-99 per user/per month
Insightly CRM Magento 2 extensions:
There're no known integrations yet.
Metrilo CRM pricing: $59-299 per month
Metrilo CRM Magento 2 extensions:
Pipedrive CRM pricing: $10-63 per user/per month
Pipedrive CRM Magento 2 extensions
There're no known integrations yet. Probably, can work via Zapier or similar thing.
Hubspot CRM pricing: $0-2400 per month
Hubspot CRM Magento 2 extensions:
Agile CRM pricing: $0-48 per month
Agile CRM Magento 2 extensions:
Magento 2 embed CRM extensions
https://www.modulesgarden.com/products/magento/crm-m2 - does not require 3rd-party CRM service. Not a CRM from a classic point of view - it’s focused on follow-ups. From $199.95.