Best for merchandise planning: Creatio Best for customer segmentation: Pipedrive Best for omnichannel communication: Bitrix24 Best for task management: HubSpot Best for inventory management: Zoho CRM Best for managing customer support: Zendesk Retail CRM solutions can be generalized or industry-specific CRM software that help businesses manage retail sales operations, both online and in person. These tools are meant to streamline the buyer’s experience by simplifying the ordering process, storing customer information, automating tasks, and tracking individual and team performance. A retail CRM is different from a POS system. A POS is the hardware and software that completes transactions and stores inventory information. A CRM for retail can deploy marketing and lead generation campaigns, track purchase history, and all internal and external communication. A POS tool may come with some CRM features, but most retail businesses have both a CRM and POS that can integrate together. 1 monday CRM Employees per Company Size Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+) Any Company Size Any Company Size Features Calendar, Collaboration Tools, Contact Management, and more 2 HubSpot CRM Employees per Company Size Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+) Micro (0-49 Employees), Medium (250-999 Employees), Large (1,000-4,999 Employees), Small (50-249 Employees) Micro, Medium, Large, Small 3 Zoho CRM Employees per Company Size Micro (0-49), Small (50-249), Medium (250-999), Large (1,000-4,999), Enterprise (5,000+) Any Company Size Any Company Size Features Calendar, Collaboration Tools, Contact Management, and more Top retail CRM software comparison The main features and functionalities to look for in a retail CRM should focus on store operations and customer service. Retail CRM software should offer robust integrations, individual, team, or location performance tracking, and a series of automations for inventory alerts and marketing. And since retail generally has a high customer retention rate, these providers would also ideally offer targeted marketing. Star rating Free plan Starting paid price Automations Integrations Performance tracking Creatio N/A No $15 per user per month* Yes 400+ Yes Pipedrive 4.4 No $14 per user per month* Yes 350+ Limited Bitrix24 4.1 Yes Free starting price Yes 500+ Limited HubSpot 4 Yes Free starting price Yes 1,500+ Yes Zoho CRM 4.3 Yes Free starting price Yes 900+ Yes Zendesk N/A No $19 per agent per month* Yes 2,000+ Limited *Price when billed annually, not including tax. Creatio: Best for merchandise planning Image: Creatio Creatio offers a variety of merchandise management features for retail businesses to track suppliers, planning, price optimization, product launch campaigns, and merchandise performance monitoring. With the merchandise planning tools, businesses can use data to formulate plans across all channels, regions, and stores. It also generates predictions about future market positions by using historical data and AI tools. Why I chose Creatio Creatio is a generalized CRM but can be adapted into a number of different industries like retail, banking, media and advertising, credit unions, and more. Creatio helps businesses create processes that manage end-to-end sales operations. Creatio users can customize automations and workflows without any coding knowledge or technical expertise. While Creatio is a powerful CRM thanks to its automations and process-building capabilities, if you want a similar tool with more advanced AI-powered features, I recommend HubSpot or Zoho CRM. If you’re interested in more, read the full Creatio review. Pricing Sales Product: $15 per user per month. It offers a sales management platform. Marketing Product: $15 per user per month. It offers a multichannel marketing platform. Service Product: $15 per user per month. It includes an intelligent and full cycle service management platform. Growth Platform: $25 per user per month. It includes basic automations for small to midsize businesses. Enterprise Platform: $55 per user per month. It offers a full sales automation platform for corporate or enterprise needs. Unlimited Platform: $85 per user per month. It allows users to deliver unlimited automations for advanced enterprise organizations. Features Procurement tracking: Build custom procurement processes that automate requisitions, supplier onboarding, and invoice processing. Sales forecasting: View reporting dashboards that show projected wins and performance to help with strategizing, predictions, or inspections. Sales monitoring: Monitor orders and customer metrics to identify best-selling products or categories plus the store’s financial KPIs. Sample Creatio product and sales report. Image: Creatio Pros and cons Pros Cons 14-day free trial. Offers integrations through API connections. Allows for advanced customizations. Users report a platform learning curve. Atypical CRM pricing structure. Users report a limited functioning mobile app. Pipedrive: Best for customer segmentation Image: Pipedrive Identifying a target audience is essential for the success of a retail business, which is why Pipedrive enables users to segment customers using custom variables. After a lead is identified either online or in person, Pipedrive’s workflow and marketing automation feature simplifies repetitive tasks like prospecting and lead qualification. Pipedrive can remind users to schedule personalized messages and follow up with buyers who have triggered automations. Why I chose Pipedrive Pipedrive is an operational CRM that prioritizes helping businesses create workflows catered to their unique operations. Users can easily automate routine work, collect and relay important data to the CRM, and keep customers engaged with automatic follow-ups. Additionally, Pipedrive can be integrated with tools like Slack, Google Drive, and Mailchimp. Sales information can be synced from the CRM to a POS and then to accounting software to launch email marketing campaigns. Pipedrive’s paid plans are competitively priced, but if you’re more interested in a free plan first, I recommend HubSpot or Zoho CRM for their forever free tier plus additional AI functionality. Check out our full Pipedrive review for more details. Pricing Essential: $14 per user per month, billed annually, or $24 per user when billed monthly. Advanced: $34 per user per month, billed annually, or $44 per user when billed monthly. Professional: $49 per user per month, billed annually, or $64 per user when billed monthly. Power: $64 per user per month, billed annually, or $79 per user when billed monthly. Enterprise: $99 per user per month, billed annually, or $129 per user when billed monthly. Features Goal tracking: