15 Best CRM Software for Retailers

What is the best CRM for retail?
The best CRM for retail is HubSpot CRM. It is an award-winning platform that has advanced tools for engaging customers in all possible communication channels. Getting the whole team on board is a painless process, too. And the best thing about it is you can get started for free but have the option to scale up as needed.

In the United States alone, there are nearly 500,000 brick-and-mortar retail stores and 2.1 million ecommerce retailers. Some of these are small businesses that find it challenging to attract customers in their locality and online.

But with the aid of a CRM software, these retailers can go beyond borders. You can do the same with your business, too. A CRM solution can organize your contacts list so you can keep track of your loyal customers. And aside from aiding you in maintaining strong relationships with your customer base, it can boost your sales and marketing processes as well. This selection of the best CRM platforms for retail can do those things and some of them even go beyond.

top CRM software for retailers

In the US, nearly 6,000 retail stores closed in 2019. It was reported that even big-name retailers shuttered stores due to a drop in sales. Then, the closures were due to the proliferation of online stores. The COVID-19 pandemic did not help things for physical retailers either. This led to a record number of 12,200 US stores closing because of the pandemic, recent retail statistics show. On top of that, about 125 retail companies filed for bankruptcy in 2020.

Retail businesses that are still hanging on had to step up their game to continue in 2022 and beyond. They need to focus more on building stronger customer relationships and not just on gaining new buyers. One way you can do that is by implementing a CRM platform.

number of US retailer closed becasue of the COVID-19 pandemic

Once you do, you can experience the effects of CRM on retail. You can have better segmentation of customers according to demographic data and other data points. A CRM software can aid you in creating better promotions, too. Moreover, the software can assist you in increasing your customer retention rates.

If you are already looking for a solution but are still undecided, these are the best CRM companies that you can consider.

15 Best CRM Software for Retailers

1. HubSpot CRM

HubSpot CRM DashboardEasy and free to use, cloud-based HubSpot CRM enables retail teams to be off and running quickly without having to commit substantial changes in their existing workflow. It helps retailers of all sizes track and nurture leads and analyze business metrics. The smart and easy-to-use CRM solutions showcase all the necessary basic features while doing away with the often confusing complexity seen in other CRM platforms.

Among other HubSpot CRM details, it offers a visual dashboard with a real-time view of the entire sales funnel. You can then track customer interactions automatically through email, social media, or phone calls, with each interaction stored in a timeline organized by lead. With all these benefits, one might ask the question–are there any limitations to Hubspot?

The vendor offers a comprehensive free trial to get you up to speed with the features. You can sign up for the HubSpot CRM free trial.

HubSpot CRM

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Try out HubSpot CRM for free

Why choose HubSpot CRM for your retail business:

  1. Work with a transparent pipeline. Enjoy the convenience of an elegant dashboard that visually presents the whole of your sales funnel in real-time.  This allows you to filter deals as you fit, look over important appointments, measure performance based on set quotas. For insights that you can act on, simply filter deals by amount, stage, or owner.
  2. Automate recording of interactions that matter. Log crucial interactions no matter the channel. Captured details may be synced with Outlook or Gmail for easy retrieval.
  3. One place to see it all. Timelines of important meetings, calls, emails, and just about any interaction make it easier to engage effectively with customers and prospects sans the confusion and inefficiencies of spreadsheets. A little link-up with HubSpot’s marketing will inform you on the content that the lead is most interested in for creating a more personalized campaign.
  4. Real-time communication to nurture relationships. Conduct live chat or converse via team email for more engaging communications. And HubSpot CRM is agnostic to any messaging channel, which should give you wider access options to your leads.
  5. Optimize your contact records right from the beginning. With the availability of over 20 million businesses via HubSpot’s database, you may start with leads and insights your sales team will actually use.

Detailed HubSpot CRM Review

2. Pipedrive

Pipedrive dashboard

An ardent advocate of the virtue of total visibility in business operations, Pipedrive CRM applies the same as it lets you record and monitor sales information, manage your sales pipeline, and generate sales analysis for reporting and forecasting. For optimization, you simply customize the pipeline at all levels to match your unique retailer business daily monitoring. Flexible and easily integrated with many third-party applications, Pipedrive removes all usage restrictions so you get the most out of the application. Full email integration is already included.

Pipedrive features are built around activity-based selling, giving users the ability to control the actions that drive deals towards completion and maximize results. By walking you through the essential steps for each action, while activating notifications to alert users, Pipedrive puts you in a position to  improve productivity and ensure you don’t miss on sales opportunities again.

If you want to investigate the features closely you can easily do so when you sign up for Pipedrive free trial.



Try out Pipedrive with their free trial

Why choose Pipedrive for your retail business:

  1. Eliminate admin inefficiency. Pipedrive lets you track campaign progress automatically, clearing your schedule so you can concentrate on areas where you excel.
  2. Unparalleled clarity. From start to finish, Pipedrive shows you a streamlined view of your sales process. Persistent clarity ensures you and your team remain on the same page throughout.
  3. Clarity in the workplace. Pipedrive helps you fix your sight on the pipeline so your next steps are clearly defined for you.
  4. Keep on step with your sales progress. Keeping abreast of your pipeline developments limits your goals and actions to realistically achievable levels.
  5. Setup simplicity. You have enough in your hands attending to your pipeline without having to deal with an unwieldy user interface that keeps eating up your precious time.

Detailed Pipedrive Review

3. NetSuite CRM

NetSuite CRM dashboard

You may know NetSuite as a robust enterprise resource management solution. But did you know that it has a powerful customer relationship management platform as well? NetSuite CRM offers a complete view of customers, from the day they enter into the workflow as leads. Since customer representatives have a full view of what goes on in their respective lifecycles, they can provide the best customer experience right from the start.

Our NetSuite CRM overview highlights features like knowledge management. This is an important aspect of CRM, as customers and potential buyers rely on knowledge bases to learn more about products or services and their features or inclusions. Employees themselves can benefit from this as well because they can use it for training and for refreshers.

NetSuite CRM

NetSuite CRM

Try out NetSuite CRM with their free trial

Why choose NetSuite CRM for your retail business:

  1. Get the most of 360-degree view of customers. NetSuite CRM offers a full view of customers throughout their lifecycle. With that, you can offer exceptional customer service at any stage of their journey.
  2. Knowledge management module. This essential module can aid you in ensuring that your CRM team is equipped with updated information regarding your offerings. Customers and potential clients can make good use of your knowledge base, too, to learn more about your products or services.
  3. Tracking client activity. NetSuite CRM assists users in keeping track of the movements of prospects so that they can strike deals and offer promos at the right time.
  4. Analyze employee performance. If you want to track how productive your employees are, you can check progress reports, view their task-completion ratio, and scrutinize workflows.
  5. Partner relationship management. Customer relationships are not the only ones you can manage on this platform. You can oversee partner relationships as well. Doing so allows partners to create timely joint marketing campaigns and to organize partner-focused sales.

Detailed NetSuite CRM Review

4. Salesforce CRM

Salesforce CRM Dashboard

Salesforce CRM gives you Salesforce Einstein, a powerful artificial intelligence (AI) engine. Itallows you to intelligently match shopper preferences with a suitable incentive for optimal conversions. The advanced technology lets you do retail like never before, with all the solid ecosystem the vendor is known for at your back any time.

A treasure trove of Salesforce CRM features has enabled the application to consistently garner awards. With this innovative CRM for your retail, you are getting a great platform from extensive sales and marketing solutions under the Salesforce brand, including separate systems for analytics, marketing, service, and community cloud.

You can try all its premium features at no cost when you sign up for Salesforce CRM free trial.

Salesforce CRM

Salesforce CRM

Try out Salesforce CRM with their free trial

Why choose Salesforce CRM for your retail business:

  1. Retail reinvented. A digital makeover lets you create immersive and personalized experiences to the delight of shoppers. Drive effectiveness, increase conversion, and innovate faster via powerful tools like customer intelligence, analytics, IoT tracking, and connected data into every business decision.
  2. Speedy conversion. Unify commerce everywhere and improve conversion rates with powerful omni-channel capabilities. Boost sales by serving up personalized offers across web, mobile, social, and stores. And extend inventory with endless aisle functionality.
  3. Make every interaction matter. Collect and integrate data from every touchpoint to provide a 360-degree view of the shopper that informs each marketing decision. And build 1-to-1 journeys at scale across any channel including email, mobile, social, digital advertising, online, and in-store.
  4. Pave employee road to success. Empower associates with innovative solutions so they can get smarter and more predictive with their shoppers. And accelerate productivity with real-time product and customer insights, task management, social collaboration, and training tools to cultivate retail talent.

Detailed Salesforce CRM Review

5. CRM crm dashboard CRM for retailers is a powerful solution that takes away the complexity of a CRM by way of a powerful visual tool. By treating the tracking of prospects and clients as a simple to-do list, the platform lets you manage your pipeline from lead to post-project without missing a step. consolidates all information and communication in one place while speeding up your sales process. Its filter and expansive customization tools let you manage deals in a way that suits exactly how you want to work.

At 16 cents per user a day, CRM’s Basic plan sets you back less than a pencil per person. Considering that this pricing gives you powerful searching capabilities and unlimited storage alone makes the offer a compelling one for your retail business. It is extremely flexible and can handle many customizations, which has led many to ask, is the best project management tool? now offers a free plan for two users. If you want to add guest viewers, that comes at no cost as well. You can scale up to any one of the four paid pricing plans if your needs require more than two seats.

Try out with their free trial

Why choose CRM for your retail business:

  1. Simplify your deal workflow. From managing customer interactions, faster communication to the consolidated customer database and easy-to-understand layout, provides all the tools so workflows give you the results you need while dealing with your leads.
  2. Strike it right with opportunities and leads. From juggling listings to handling negotiations and transactions, has all the tools to make the most of the window of opportunities provided by your leads.
  3. Information that gives you the edge. reminds you of anniversary or birthday dates to set you up one step ahead of your competition.
  4. Dispense with routine work quickly. Use your board to quickly match requests with listings or access important documents.

Detailed Review

6. CRM Creatio

CRM Creatio dashboard

CRM Creatio solution offers comprehensive capabilities to help you effectively automate even your most complex retail loyalty programs. Its advanced marketing tools let you conduct strong campaigns to establish lasting relationships with your customers.

Powerful dashboards give you a unified view of your customers across channels and their purchase history, allowing you to manage your reward and processing system, fine-tune your marketing campaigns and determine how they perform over time.

CRM Creatio

CRM Creatio

Try out CRM Creatio with their free trial

Why choose CRM Creatio for your retail business:

  1. Expand your marketing automation. Creatio makes it easy to monitor and find pattern from customer behavior. It lets you segment customers depending on their social demographics, geography and interests to inform your interactions with them.
  2. Seamless loyalty and reward programs. Manage various types of loyalty/reward campaigns: spend programs, point programs, discount programs, coupons, tiered, gift programs, etc. Ensure a successful loyalty program by carefully defining processing rules, cards, bonuses, fraud control.
  3. Create rich, meaningful data. Build comprehensive consumer information from which to draw decisive engagement strategies certain to match their needs.
  4. Smart automation tools convert to excellent service. With its contact center automation, the application lets you handle all customer requests from disparate sources. Automating end-to-end business processes enables you to deliver a seamless customer experience.

Your retail business gains more possibilities with Creatio. If you need more insight about this solution, you can check out this resource on Creatio CRM pros and cons. An appealing test drive of all software features is available to you when you sign up for Creatio CRM free trial.

Detailed CRM Creatio Review

7. Freshsales

Freshsales dashboard

Freshsales is a CRM solution with automation at its core. It is applied to the whole sales cycle, making the workflow run smoother. On top of that, the software also leverages the power of artificial intelligence in contact, account, and pipeline management. As a result, your sales team can be more efficient.

Other Freshsales features, such as web forms and chat campaigns, allow your sales team to get more details from prospects and reach them faster. You can also benefit from the territory management feature. With it, you can ensure that sales professionals who meet the criteria are assigned to areas or localities to which they are the best fit. In that way, making connections with potential customers is easier.

Should you be interested in this software, the vendor offers a convenient free trial plan that you can use to test out its features firsthand at no cost.



Try out Freshsales with their free trial

Why choose Freshsales for your retail business:

  1. Personalization rules. So many aspects of Freshsales are up for customization. These include currency and language, roles, sales activities, lifecycle stages, modules, and more. With this flexibility, you can turn the platform into something that is truly fit for your business.
  2. Increased efficiency with automation. Automation is at the core of Freshsales. As such, you can find rules, sequences, and routing options for assignments, interactions, and call management.
  3. Engagement at the right moment. Chat Campaigns is one of Freshsales’ features that help you strike when the moment is right. This can aid you in gaining more qualified leads and in boosting your conversion and sales.
  4. Cross-channel communication. Each customer has their own preferred mode of contact. Your sales team can be ready to meet them wherever they want, as Freshsales integrates with a wide variety of communication channels. And in case the customer wants to use a different channel for next time, then that is still possible.
  5. Improved collaboration. A team working together seamlessly is essential to providing excellent experiences to customers. Freshsales enables this by providing a unified view of customer information. Each sales team member can get a client’s surface information or delve deeper into the details like their touchpoints and sales activities.

Detailed Freshsales Review

8. Zoho CRM

Zoho CRM dashboard

Zoho CRM provides retail businesses with an all-in-one platform for their marketing, sales, inventory, and customer support needs. An integrated solution designed to cater to retail businesses of any size, Zoho CRM equips you and your team with all the necessary tools to ensure that your retail and supply chain operations are managed properly and effortlessly.

With Zoho CRM, you can create campaigns that target a specific group of customers categorized based on your set parameters, including purchase history, engagement, geographical location, etc. Zoho CRM also lets you design your own online catalog that lets your customers view your inventory as well as directly make a purchase from the catalog itself. And by integrating Zoho CRM with messaging applications like WhatsApp, telephony, live chat, and social media channels, your business can leverage the capabilities of an omnichannel platform to increase sales and continue to engage with your customers.

Zoho CRM

Zoho CRM

Try out Zoho CRM with their free trial

Furthermore, Zoho CRM delivers reports and insights in real time, which aids in helping you and your team make smarter business decisions, especially during unforeseen critical situations. In terms of integrations, Zoho CRM can be integrated seamlessly with more than 100 applications such as Shopify and other Zoho products. In terms of the pricing, you can learn more about Zoho CRM pricing packages in one of our articles.

Why choose Zoho CRM for your retail business:

  1. One secure place from which to manage everything. Zoho CRM places your retail business’ core processes in a single and well-integrated platform.
  2. Highly customizable. Zoho CRM’s user interface can be modified in a way that fits how you operate your business.
  3. Mobile ready. You can manage your retail business on the go using Zoho CRM’s mobile app.
  4. Freemium plan and affordable package upgrade. Zoho CRM is completely free for small businesses. Its paid plans, on the other hand, are offered at reasonable prices that start at $18/user per month.
  5. Extensive list of integrations. Zoho CRM cam be integrated seamlessly with more than 100 applications.

Detailed Zoho CRM Review

9. Zendesk Sell

Zendesk Sell dashboard

Even when it was still known as Base CRM, Zendesk Sell already had the reputation of being a powerful tool for B2B and B2C sales professionals. It enhances productivity with its smart use of automation for the sales process. Sales agents do not need to manually capture data as the platform does the job for them. In addition, it creates visualizations of data that make them easier to understand. Thus, sales team members are empowered for meaningful decision-making.

You may learn more about this CRM solution in this expert Zendesk Sell overview resource, or, you can check the solution closely when you sign up for a Zendesk Sell free trial.

Zendesk Sell

Zendesk Sell

Try out Zendesk Sell with their free trial

Why choose Zendesk Sell for your retail business:

  1. Integrated solution. You can connect Zendesk Sell with your favorite solutions out-of-the-box. For example, you can connect it with your Shopify account so that critical information from the marketplace is accessible on the Zendesk Sell platform.
  2. Aligned conversations. Zendesk Sell keeps a record of email communication. Not just that, it keeps them in context, too. With this, it is possible to have aligned conversations to help your sales team sell better.
  3. A world of opportunities. Zendesk Sell offers access to millions of businesses and professionals. The platform provides intelligent lead recommendations so you can tap these markets and win more customers over.
  4. Profile enrichment. Even in retail, profile enrichment is an essential activity. This is so you can better understand customers and understand what they want. You can then use this information in your marketing efforts.
  5. Best practices insights. Zendesk Sell has numerous reporting tools that are ready for you to use anytime. You can view sales performance metrics to understand how well your sales professionals are doing. Using the information from this, you can find ways to improve performance and implement best practices.

Detailed Zendesk Sell Review

10. vCita

vcita dashboard

While not a fully-featured CRM too, vcita is powerful enough to bridge the distance between you and your customers, from anywhere and any time. The application serves as your foundation to stronger customer relationships, with lead generation and organizational tools that are ideal if you are just starting to grow your retail business.

Key vcita benefits include tools to organize your leads and store your clients’ information all in one place. It’s designed to make your business accessible to clients 24/7,  allowing you to streamline your workflow from storing contact details to processing invoices and beyond.

An appealing test drive of all software features is available to you when you sign up for vCita free trial.



Try out vcita with their free trial

Why choose vcita for your retail business:

  1. Convenient online payments. Fast, convenient payment is just a click away via credit card or PayPal.
  2. Provide client portal. Do business like the big guys with a portal for each client. The portal enables clients to access their activity history, request services, reschedule appointments and more.
  3. Persistence that pays. Cut on the time chasing after client payments by implementing automated payment reminders.
  4. Ensure clients and staff are up to task. A shared team calendar eliminates second-guessing and establishes the next agenda clearly.
  5. Mix and match perfectly. Match leads with the right agent so no opportunity slips away, with monitoring tools to allow you to intervene as necessary.

Detailed vcita Review

11. Salesmate

Salesmate dashboard

In terms of budget-friendliness, small and growing retailers can appreciate this solution, as Salesmate pricing starts at just $15 per month. For that amount, you can see the whole pipeline, fully understand what is happening in the sales process, and make improvements where necessary.

Additionally, Salesmate’s workflow automation feature removes redundant tasks from the plates of sales reps. The solution automatically updates customer records and notifies collaborators as well. This enables streamlined communications and ensures that whoever is speaking with the customer can give them what they need. This is especially beneficial when a loyal client comes in so that you can cater to its exact requirements.



Try out Salesmate with their free trial

Why choose Salesmate for your retail business:

  1. Built-in texting tool. If you have updates regarding a client’s order or inquiry, you can inform them directly from Salesmate. The solution has an in-built SMS messaging tool for getting in touch with your clientele easily.
  2. Focus on conversations. Salesmate comes with a drip campaign feature that is enabled for SMS and email. This empowers sales teams to focus on customers and reach out to them whenever there are new deals they may be interested in.
  3. Outlook and G Suite integration. Out-of-the-box synchronization with Outlook and G Suite centralizes information regarding prospects. Concerned staff can access the data at any time to learn more about customers and curate better retail experiences for them.
  4. Report library. Sales and team reports are within easy reach in Salesmate. The platform has a robust report library that aids in generating reports regarding sales performance and team activities. These reports can provide actionable insights that you can use to enhance sales activities.
  5. Product catalog. Salesmate goes beyond the usual CRM functions by giving you space for your product catalog. This is advantageous when customers ask for prices and availability whether in your store or in other communication channels, as sales representatives can give quick answers.

Detailed Salesmate Review

12. Pipeliner

Pipeliner dashboard

Pipeliner is a CRM that empowers retailers to build and create win/win relationships, better collaboration between team members and teams, and higher visibility into business operations. To this end, Pipeliner features include a unified customer database, among others. It can carry all profiles and everything related to contacts such as client history. This can help sales representatives understand the needs of a patron and approach them with new products or services that are in line with their requirements.

Moreover, the platform has an agent focus functionality. This modern feature lets agents concentrate only on their own or their group’s pipeline. This also means they can focus their attention on the leads, accounts and contacts, and communication assigned to them. This removes distractions so they are more effective in handling sales opportunities.

If you want to know more about the features you can easily sign up for Pipeliner free trial.



Try out Pipeliner with their free trial

Why choose Pipeliner CRM for your retail business:

  1. Relationship mapping. You can add all contacts to the platform for better management. Not only that, you can see the relationships between customers and see who is influencing whose purchase decisions. Seeing neatly mapped relationships can aid you in building stronger relationships with buyers.
  2. Social selling. Retail customers nowadays like to buy online—on social media. You can take advantage of this trend with Pipeliner’s social selling functionality. There is a host of tools available that lets you keep track of your social prospects so you can engage them in conversations and win them over.
  3. Hyper dashboard. Pipeliner’s dashboard, which it brands as Navigator, is a unique one. It has five integrated components that organize data and help you focus on important information. Further, its components keep you updated on activities. It even offers advice when there are areas that you can still develop.
  4. Visual timelines. True to its name, Pipeliner provides a pipeline that is powerful and visual. Its intuitive pipeline shows your sales process and indicates where there are opportunities you can exploit. You can drag or drop these opportunities to move them along the pipeline or label them to signify their status.
  5. Documents are always one click away. Efficiency is an important ingredient in sales success. This is something Pipeliner understands, which is why in the platform, users can access pertinent documents in just a click.

Detailed Pipeliner Review

13. Zengine by WizeHive

Zengine by WizeHive dashboard

Zengine by WizeHive is a CRM for organizations that oversee grant management or for retailers that offer grants as part of their mission. It has the necessary tools for accepting applications and determining which ones get approved. The solution also comes with a grants management lifecycle functionality that lets you keep track of the length of scholarships and aids.

Other Zengine by WizeHive features that you can appreciate are its integration capabilities, filtering and sorting functionality, and eligibility quizzes. The latter can be advantageous, as it can possibly whittle down the number of applications received that are not eligible.

Zengine by WizeHive

Zengine by WizeHive

Try out Zengine by WizeHive with their free trial

Why choose Zengine by Wizehive for your retail business:

  1. Mission management. If part of your retail business’s mission is to offer grants and aids, then you can appreciate the Zengine by WizeHive platform. It lets you take control of your mission with its grant management features so you can seamlessly provide assistance.
  2. Eligibility quiz. This feature is a timesaver. It helps both the applicant and you. They can take the quiz to see whether they meet all the criteria before they apply. This allows you to focus on receiving only applications that check all the eligibility boxes.
  3. Seamless application experience. Zengine by WizeHive offers a thoroughly customizable application process. You can determine the word count, the questions you want to ask, and what files to accept for the application. Applicants can appreciate it because they can see whether or not they have reached the word limit and how much time they have to gather documents and submit their applications.
  4. Empowered reviewers. Grant application reviewers have a portal specific to them. They can receive assignments automatically based on rules. And side by side with the application, they can view the scoring rubric to ensure fairness.
  5. Centralized program management. This CRM solution for grant management has features you have come to expect from modern CRM software. It has communication tools for keeping in touch with constituents and reports on crucial KPIs.

Detailed Zengine by WizeHive Review

14. vtenext

vtenext dashboard

vtenext is a powerful end-to-end solution that combines the functionalities of a CRM software with a BPM system. It is built to cater to different business sizes from all sorts of industries, making it a good option even for retailers. This platform provides all the essential tools to increase lead acquisition, boost workflow efficiency, and ultimately increase conversions. Aside from its CRM and BPM systems, it also has tools that let users leverage it for customer service and post-sales processes. 

In addition to the vtenext features mentioned, it also has a report generation function that provides you with insightful data on your operational performance. Should you want to further streamline your workflows, vtenext also supports over 100 plug-ins and has open-source functionalities so you can extend its functionalities according to your requirements.  

In case you want to learn more about the different functionalities of vtenext, the vendor offers a comprehensive free trial to get you up to speed with the features.



Try out vtenext with their free trial

Why choose vtenext for your retail business:

  1. Integrated BPM module. vtenext is the first CRM system that comes with its own business process management engine. With this at your disposal, you can easily map out your workflows and automate them so you can focus on more attention-demanding tasks. This is particularly useful for retail companies that keep track not only of their customers but their outgoing and incoming inventory as well.   
  2. Perform different processes in one place. This platform is built to perform CRM BPM, sales, post-sales, and customer service processes. As such, you no longer need to shift from platform to platform for one transaction. What’s more, this allows you to keep all of your client data in one database. 
  3. Monitor your leads thoroughly. vtenext allows you to monitor your leads, beginning from the initial contact and right up to closing a deal. Every interaction with your leads gets tracked, and you can access all conversations within the platform.
  4. Powerful reporting. The software can be used to generate reports on the different aspects of your business. From operational performance to sales forecasts, this will allow you to take out the guesswork in your company data and make well-informed business decisions.
  5. Mobile-ready and flexible interface. vtenext comes with its own iOS and Android applications. This way, you can oversee your operations, monitor leads, and keep tabs on conversions while you’re on the go. 

Detailed vtenext Review

15. Daylite for Mac

Daylite for Mac dashboard

Daylite for Mac is a comprehensive, all-in-one solution that retailers can use to organize CRM and project management processes. Through the software, sales teams can organize contacts and use lead segmentation and list management features to prioritize leads. Built-in pipeline management capabilities also help managers track sales opportunities and leads throughout their lifecycle and spot potential bottlenecks in the pipeline.

Daylite for Mac features also allow business owners to benefit from more efficient project management. Projects, tasks, and calendars are centralized into one dashboard and progress can be tracked through due dates and milestones. All these features help users become more productive.

Daylite for Mac

Daylite for Mac

Try out Daylite for Mac with their free trial

Why choose Daylite for Mac for your retail business:

  1. Work offline without losing information. Daylite is designed as a native app with local data. This means your data is always accessible, even if you work offline.
  2. Collect all relevant information in one place. Through Daylite, users get a unified, organized platform for viewing contacts, updating projects, and tracking customer interactions. Shared calendars also ensure that managers can easily view team schedules whenever needed.
  3. Stay on top of client follow-ups. Through notifications and reminders, Daylite helps reps keep prospects, leads, and existing customers engaged. Detailed histories of calls, emails, and meetings also add context to customer interactions.
  4. Seamless integrations with Mac apps. Daylite is designed to work best with Mac apps, including Apple Calendar, Mail, Contacts, and Notification Centre. Through Siri, Daylite can also be used hands-free from iPhones and iPads.

Detailed Daylite for Mac Review

Choose from the Top CRM Solutions

There you have it: the top 15 best CRM software solutions for retailers ranked according to their value and functionality. Award-winning HubSpot CRM leads the pack with its intuitive feature set and its highly flexible interface that’s built to help you improve customer relations and boost conversions. You can better understand why it remains the leading CRM application in the market when you sign up for a free plan. This will allow you to explore its features and familiarize yourself with the interface before going for a paid plan.

Other top CRM software are worthy of your attention, too. They have their own unique features that may exactly be what you need for your retail business. If you are looking for something specialized, there is surely a vendor on the list that can meet your requirements. To learn more about the leading CRM solution for retailers, be sure to sign up for their free trial plan. In this way, you can test its features firsthand at no cost.

But if you are still unsure, you can check these 6 tips on how to choose the best CRM software for your business.


Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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