6 Best Retail CRM Software for 2023 - Selling Signals

6 Best Retail CRM Software for 2023

Written By
Eze Onukwube
Eze Onukwube
Jun 6, 2023
2 minute read
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A retail CRM is a software that supports customer-facing B2C sales, which tend to involve frequent repeat transactions. The best retail CRMs include a point-of-sale (POS) system and inventory management tools that analyze customers’ shopping patterns and purchase history. We evaluated the top retail CRMs that help ecommerce and brick-and-mortar stores reduce costs and satisfy customers while selling faster and smarter.

Here are the top six retail CRM software:

  • Square POS: Best overall retail CRM for pricing and features (free starting price)
  • Zoho CRM for Retail: Best retail CRM software for customization (15-day free trial)
  • Salesforce for Retail: Best software for reporting and analytics (30-day free trial)
  • Freshsales: Best retail CRM software for contact management (free starting price)
  • Bitrix24: Best CRM software for managing online retail stores (free starting price)
  • Lightspeed: Best CRM for customer acquisition and retention (14-day free trial)

All of the retail CRMs evaluated are good options and scored highly in one category or another. However, overall, we found that Square POS offers the best value for those seeking a retail CRM, scoring the highest for core features and ease of use, and tying for pricing. Check out how each fared across six categories below, including primary use cases, summary of features, and pricing plans. To see how we evaluated each retail software, jump down to our explanation.

Note: All per-user prices are with a one-year commitment unless noted.

Top 4 Retail CRM Features

The best options for retail software include these functions:

Secure in-store and online payments for your products or services, and process your sales transactions in one integrated system.

How We Evaluated the Best Retail CRMs

To round up the top CRM software for retailers, we first defined the six weighted categories based on the factors that tend to be the most essential for users. Then, we included several subcriteria, which summed up to an overall score out of five. Finally, we determined an overall score for the retail CRMs on our list and identified a primary use case for each option.

Evaluation Criteria

A retail CRM is industry-specific software that manages touch points between a retailer and customers. Hence, we assigned the most weight to cost and core features, followed by ease of use. We also considered each option’s level of customer support, customization, and third-party app integrations to round out our evaluation.

Methodology weights
Cost 25%
Core Features 25%
Ease of Use 20%
Customer Support 10%
Customization 10%
Integrations 10%

We scored each software based on subscription prices, CRM or eCommerce offered per plan, free trial period, terminal plan inclusion, and/or free-forever plan features.

Winner Criteria Winner: Multiple winners

We evaluated key functions like point-of-sale systems, inventory and order management, register or checkout functions, payment processing, and loyalty programs.

Winner Criteria Winner: Square POS →

Here, we considered how easy it is to set up and use each software and looked into each option’s knowledge base. We also combed through real user reviews on sites like G2, Capterra, and TrustRadius.

Winner Criteria Winner: Square POS →

With this category, we looked at feedback from verified users on review sites like G2 and Capterra and the type of support provided by each software through phone, email, and live chat.

Winner Criteria Winner: Freshsales →

Retailers must tailor their software to suit the needs of their business, so we explored customizations offered by each CRM for POS, reporting and dashboard, web forms, fields, and more.

Winner Criteria Winner: Zoho CRM for Retail →

We reviewed how well each option syncs with native or third-party apps like accounting tools, marketing campaigns, social media, and more.

Winner Criteria Winner: Multiple winners
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Bottom Line: Best Retail CRM Software

Retail management and POS hubs are multifaceted systems that integrate inventory management, sales, and customer relationship management. Use our list to narrow down your choices and find the right fit for your business. If you’re specifically managing an online-only store, check out our editorial review of the best ecommerce CRMs. You can also read our list of the top CRMs for salespeople if you prefer a general CRM over an industry-specific one.

Eze Onukwube

Eze is a New Orleans-based writer, business software expert, and technologist holding a Master's Degree in communications. Apart from writing comparison guides, his multifaceted writing includes topics as wide-ranging as DevOps, cybersecurity, and more. He is a sports enthusiast who once considered a career in professional sports but says his talents never quite matched his ambitions.

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