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The Best Retail or E-commerce CRM for Your Business

As e-commerce continues to be an ever-expanding sector of the retail industry, there’s a greater need for businesses to differentiate themselves in the market. Creating personalized customer experiences, understanding customer journeys, and tracking essential data have become vital for companies in both online and brick-and-mortar retail environments. Employing a great retail or e-commerce CRM is now a must.

Looking for the best CRM for retail or e-commerce companies? Try Nutshell, an easy-to-use CRM platform that can help you grow your business!

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What CRM software can do for retail and e-commerce businesses

The ability to create memorable, positive experiences for your customers to set yourself apart in a competitive retail or e-commerce space can be a game-changer. But you need the right data and tools to understand your audience, map buyer journeys, forecast sales, and more. This is where a robust CRM system comes in.

Did you know you can improve customer retention by as much as 27% with a CRM?

While sales cycles in retail and e-commerce are short, there’s much to be gained by having a CRM system to collect and organize your customer and sales data. With this data, you can optimize your marketing efforts and elevate customer experiences to increase brand loyalty and improve your ROI.

With an advanced CRM system like Nutshell integrated with your e-commerce site or your retail store analytics, you can achieve the following:

Vital retail and e-commerce CRM features

If you’re on the hunt for the perfect CRM solution for your e-commerce or retail business, there are a few core features you should consider. Essentially, you’ll want a CRM platform that supports your business needs, specifically when it comes to mapping and improving customer journeys and experiences.

Developing trust and ensuring a positive experience with each interaction is the best way to build brand loyalty and encourage repeat purchases. But, you’ll need the right CRM features to collect, store, organize, and analyze the data required to achieve this.

When you choose Nutshell as your e-commerce or retail CRM, you gain access to a host of features ready to help your business grow. With Nutshell in your arsenal, you’ll have an award-winning all-in-one retail CRM solution providing you with everything you need, including:

Advanced contact management for better segmenting and targeting

a screenshot of the newing industries Inc. lead updates in Nutshell

Nutshell’s contact management features give retailers like you a database of important customer information. Aside from their demographics, you can save and sort your customers according to their purchase history, support inquiries, and special offers they’ve availed.

By knowing each customer well and segmenting them accordingly, you know the relevant offers and announcements you must communicate with them.

With Nutshell’s CRM contact management features, you can:

  • Import data in a flash, including contact information, emails, and calendar events.
  • Log all customer interactions, including calls and meetings, from your Nutshell desktop or mobile app.
  • Gather additional lead information from the internet, such as job title, location, social media links, and more.
  • Add notes and tags to help organize vital information, making it easier for your team members to find when interacting with the customer.
  • Set up parent and child companies for improved data organization and reporting.

Plus, you can stay in touch with your current clients to keep your brand at the forefront of their minds to build brand loyalty.

Sophisticated email marketing to keep customers engaged

a screenshot of an email from Charles Berry to Ann New

Using a CRM can help retailers and e-commerce businesses create better marketing campaigns. With easy-to-use retail CRM software like Nutshell, going through your customer database can give you valuable insights on how you can improve your campaigns to get more leads.

Nutshell’s email automation feature lets you create and schedule email campaigns. If you’re announcing a much-awaited product, you can craft personalized emails and schedule the send-out to customer segments interested in your new product.

Didn’t get a response? You can automate follow-ups with Nutshell’s personal email sequence tool and create sales drip campaigns.

Take advantage of Nutshell’s best-in-class email marketing features, like:

  • A user-friendly drag-and-drop email design tool that anyone can use.
  • Professionally designed email templates to get you started.
    Easy access to audience information and segmenting tools.
  • Automated drip sequences to get your message to your audience at the right time.
  • A/B testing ability to optimize your messages for increased clicks.
  • Advanced email tracking to measure and improve campaign performance.

Lead attribution to improve your marketing ROI

Lead Attribution

Which marketing channels did your customers interact with the most? If you notice that a large portion of your customers find you through a specific source, it may make sense to run campaigns on those channels.

Knowing where your audience engages with your brand and how those channels lead them to a conversion event helps you determine where to focus your marketing efforts and budget.

Nutshell can help you identify the sources that produce your best leads through automated lead attribution and reporting features. With lead attribution in Nutshell, e-commerce and retail businesses benefit in the following ways:

  • Automatically receive insightful channel and source data without the manual data input.
  • Leverage attribution reporting to pinpoint and evaluate your top-performing channels.
  • Gain deeper insight into how your audience engages with your brand and what leads them to convert.
  • That means your team can spend more time closing deals, boosting your sales and revenue.

Detailed analytics for a deeper understanding of your customers

a screenshot of a sales report showing a stacked bar graph

The best way to determine marketing campaign performance and customer behavior is through data collection, reporting, and analysis. Nutshell delivers automated and custom reporting, giving you an overview of campaign and sales success and the ability to dive deeper into specific data segments for more insight.

Do you see a pattern in customer demographics or behavior? You can use that info to sharpen your campaigns and reach the right audience. Notice a significant drop in engagement at a particular point in the customer journey? It’s an excellent opportunity to determine areas for improvement to uplift your campaign and increase conversions.

Choosing Nutshell as your retail or e-commerce CRM offers you the best in CRM reporting and analytics, which provides you with the following:

  • Track sales performance and compare the numbers to previous periods.
  • Assess your team’s productivity and identify opportunities for improvement.
  • Predict sales and revenue for the coming term for better business planning.
  • Analyze lead volume, wins, losses, and journeys through your sales funnel.
  • Integrate Nutshell with Google Analytics to incorporate POS, website, and online advertising data.

The Best Retail & E-commerce Next-Action Sales & Marketing CRM

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Thousands of integrations for the ultimate CRM ecosystem

Your CRM system is an effective tool for businesses in the e-commerce and retail industries, helping them develop a deeper understanding of their audience and customers. CRM software acts as the hub for all your essential customer data and can be linked to other applications critical to your operation, bringing everything together.

If your retail or e-commerce business is currently using other tools for accounting, inventory, or contract management, you can still use Nutshell and have your tools integrated together. This way, you can access your inventory data and run your business from a single user-friendly tool.

Nutshell offers thousands of integrations with some of the biggest names in business software. And if the app you’re looking for isn’t listed on our website, simply reach out to our team and we’ll do our best to facilitate a CRM link for your business.

Some of the types of integrations you can expect when you partner with Nutshell include:

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Why Nutshell is the best retail and e-commerce CRM


Choosing Nutshell over another CRM platform offers you several unbeatable advantages—The least of which is our understanding of the unique needs of e-commerce and retail businesses.

Think of Nutshell as the foundation of your powerful, growth-promoting tech stack and the Nutshell team as your partners—like an extension of your team. Nutshell was designed to help businesses just like yours manage and organize customer data in the easiest way possible and gain the insights needed to succeed.

When you select Nutshell as your retail or e-commerce CRM partner, you receive:

But don’t just take our word for it.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
a logo for Nutshell Foundation with an orange acorn

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
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a Nutshell Pro logo with an orange acorn on a blue background

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
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Nutshell Power AI logo

Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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a blue and orange logo for Nutshell Enterprise

No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
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When you choose Nutshell as your retail or e-commerce CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Grow your business with Nutshell, a CRM for retail or e-commerce companies

Retaining loyal customers and acquiring new ones is vital for retailers and e-commerce businesses. An affordable and easy-to-use CRM like Nutshell can help your team foster loyalty while also developing marketing campaigns that drive new customers.

Reap the benefits of using retail CRM software in just days and not weeks. Automate tasks, send out personalized emails, and streamline your retail business’s operations.

If you need help, our dedicated support team will be happy to assist you via live chat or email. They’ll ensure your team gets the most out of Nutshell from the moment you sign up for a free trial.

Want to see if Nutshell is the CRM for your retail or e-commerce business? Try Nutshell free for 14 days!

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