Retail CRM software

Name: CRM Software
Brand: Pipedrive
Availability: OnlineOnly
Rating: 4.5 (1585 reviews)

Managing a retail business means keeping up with customer purchase history, improving customer satisfaction and creating effective marketing campaigns.

CRM software for retail acts as an all-in-one tool for everything from inventory management to customer engagement.

Pipedrive’s retail CRM software empowers you to oversee and manage your sales operations. Increase customer retention by providing an immaculate buyer experience, all while optimizing and growing your business.

Best retail CRM features

Customer relationship management (or CRM) in retail enables your business to unify important data into one user-friendly hub. Level up your marketing efforts with personalized messaging designed to drive repeat sales and create loyal customers.

Make data-driven decisions with reports

Harness real-time reporting to achieve a transparent view of your retail business. Use data-driven insights to make decisions pivotal to your company’s success.

Simplify sales processes with automations

Create workflows catered to your operations. Automate busywork, collect and relay important data to your CRM and keep customers engaged with automatic follow-ups.

Utilize third-party integrations

Connect your CRM to the platforms you use most. Sync sales information from your point-of-sale (POS) system to your accounting software and launch email marketing campaigns straight from your CRM platform.

Automate your sales order management

Centralize all order data into your CRM system and distribute it accordingly. Supervise order activity and log customer purchase history to optimize communications and drive repeat sales.

Target your audience with pipeline management

Gather valuable data, such as customer preferences and demographics. Tailor marketing efforts and personalize emails to fill your sales pipeline with hot leads.

Generate customer loyalty with customer management

Win customer loyalty by providing quick, effective support and connecting with them on the platforms they use most.

What to look for in a retail CRM solution

Retail businesses, especially SMEs, require specific features when incorporating retail CRM software into their operations. Here’s what to look for in a CRM for your retail business.

Scalability: A good consumer CRM will scale alongside your development without letting leads or workflows fall behind.

Customer segmentation: The best CRM for retail enables you to segment customers using custom variables.

Data accessibility: An efficient CRM will provide searchable databases that you can access any time, anywhere.
Customer communications: The best retail CRMs make it easier to engage customers using things like marketing automations and smart document creation.

How retail CRM software can help you retain more customers

Your customers want to feel valued and looked after. Without a well-oiled CRM for retail stores that can scale with your small business or e-commerce store, you’re likely to confuse and delay orders, neglect customer queries and fail to nurture buyers at every touchpoint.

Deploy the best CRM for the retail industry to streamline your order management, manage inquiries and delight customers from initial contact to closing your first sale (and beyond).

Design efficient workflows

Disorganization can cause you to miss important action points (like follow-ups), leaving customers ready to seek a more tailored service from competitors.

CRM software for the retail industry optimizes and automates your workflows so that you never miss anything important again.

Pipedrive’s workflow automations streamline almost every step of the sales process, giving you more time to focus on higher-priority tasks.

Keep hold of your customers with Pipedrive’s automated workflows

Create a seamless order management system

Failing to unify management systems across departments leads to operational disasters, while disordered data makes it difficult to create exciting customer journeys and craft profitable marketing assets.

The best retail CRM should be a single platform where you can manage all customer and order data. It should house a valuable record of customer behavior and communications so that you can make informed decisions when converting your leads into loyal customers.

In Pipedrive, you can create a customizable catalog of your goods or services so that everyone can see details like purchase history or pricing.

Learn more about Pipedrive’s order management software’s

Set insight-driven goals and track results

Without strong customer data management, it’s difficult to set achievable goals or track the results of your marketing campaigns.

The right CRM tools can collect this information and analyze it for you, allowing you to see the impact of everything from email campaigns to outbound sales team efforts.

Pipedrive gathers and displays data in easy-to-read, customizable reports. Track progress, set store-wide goals and reveal winning patterns to identify and engage with your ideal customers.

Discover how Pipedrive uses insights to drive your success

Sync between devices

Performing contact management tasks on mobile only works when it syncs seamlessly across devices. Having to repeat your admin efforts slows you down and leaves room for errors.

Omnichannel integration means you don’t need to replicate your actions for each different device.

Pipedrive’s mobile app offers omnichannel integration, so you always have the latest information, no matter where you access the data.

Learn more about Pipedrive’s mobile app

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Pipedrive helped Second Bind achieve an 80% revenue increase

Book reseller Second Bind initially used Microsoft Excel to manage leads and sales data. As the company grew, it realized it needed more specialized software to scale and become more efficient.

Pipedrive’s automations and added features helped Second Bind’s sales team work fewer hours, achieve better results and grow its revenue by 80% in a year.

“We’ve had growth in our company of 20% and increased our leads by over 100% since using Pipedrive, while the sales process is now 40% quicker.”

Read the case study

Automatically qualify leads with the LeadBooster add-on

Connect with your customers throughout their lifecycle more easily than ever using the LeadBooster add-on.

Chatbot: Answer customer queries at any time of day or night.

Web Forms: Share and embed surveys and forms to capture customer data and handle customer support.

Live Chat: Handle complex customer queries and provide a better customer experience by putting customers in touch with your sales team when they need it.

Prospector: Identify customer personas and find valuable contact data for best matches from a database of over 400 million customer profiles.

Find out more about LeadBooster

How to set up your retail CRM software

Within your target audience, you’ll have a wide array of customers ranging from frequent buyers to seasonal shoppers. Your business needs to identify these segments and engage with customers appropriately to maximize sales opportunities.

Once you open your Pipedrive account, you can use custom fields to import various customer segments based on buying behavior and/or frequency. You can also set up automation processes and tailor marketing efforts as needed.
Our insights and reports feature allows you to separate and individually monitor departments of your retail business.

Perhaps you run a sports store and want to isolate your football jersey sales. Or, monitor consumer packaged goods at your online store. Pipedrive’s retail CRM software empowers you to create reports for the metrics that matter within your business, so you can easily track inventory, gain product insights and optimize your sales and revenue.
Running a retail business can be hectic at times, especially during peak hours and seasonal events. You and your team can’t afford to manually record queries and contact information submitted at various touchpoints when you’re busy.

With Pipedrive’s retail customer management, you can record customer data and inquiries across your website, social media accounts and even in-store. Our LeadBooster add-on pulls data from web forms and chatbots. Easily embed forms on any website to gather key customer information and use chatbots to respond to common questions quickly, day or night.
Existing customers present an opportunity to drive repeat sales. Follow up with marketing automations like post-sale newsletters that actively showcase your products to drive engagement, build lasting connections and influence buying behavior.

Pipedrive’s retail CRM workflow automation removes the hassle from follow-up tasks. Market similar products to customers based on past purchases, and automatically follow up when a customer interacts. Use touchpoints to communicate and delight leads before, during and after purchases to boost revenue and increase retention rates.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Retail CRM FAQs

The best retail CRM system will depend on your needs, but features are likely to include:
- Marketing automation. The best retail CRM offers marketing automation features that help you send the right marketing at the right time and provide personalized marketing to your customers.
- Real-time support. Provide a better customer experience by answering customer queries in real time.
- Purchase history analysis. Do more of what works by analyzing customer preferences.
The best retail CRM for your needs will depend on your business requirements. Key features to look for include:
- Scalability. Find a CRM tool that can grow with you.
- Ease of use. Look for a tool that’s easy for you and your team to use.
- Reporting functionality. Consider the reporting features to help you with forecasting and decision-making.
- Integrations. See what other tools the retail CRM connects with. This will help you use a single tool for all your retail management, potentially saving you time and money.
- Data security and data control. Choose a CRM with world-class security standards like AES-256 encryption and SOC 2 compliance like Pipedrive. Look for features such as account permissions, two-factor authentication, access controls and instant security alerts to keep your business and customer data safe.