10 Best CRM for Retail of 2026

Lightspeed Retail keeps the customer record inside the point of sale, which is where most retail purchase history starts. Its loyalty page describes a built-in program connected to customer accounts: shoppers enroll at checkout, points are tracked digitally, and staff can set points per product or run double and triple point events. Retailers can add VIP tiers, and Lightspeed says there is no limit to how many tiers you create. Reporting covers top spenders, new customers and dormant shoppers, which is the list most stores need for win-back offers. The pricing table is the main caveat: Basic at 89 USD a month does not include in-store and online loyalty, so the plan that fits this use case is Core at 149 USD a month. Segments, birthday perks and behavior-based email flows sit in Lightspeed Advanced Marketing, a separate product. For a store that wants one system for checkout, inventory and repeat customers, it is the most complete option here.

Square for Retail is the cheapest way to start keeping real customer records. Square's plan comparison says the Customer Directory creates customer profiles automatically every time a sale is made, tracks purchase history and lets you sort customers with preset filters, and that row has no paid-plan restriction. Smart groups split customers into marketing subscribers, loyalty participants and lapsed customers, and bigger operators get bulk import, export, merging and open APIs. Square Loyalty lets shoppers earn points per visit, per amount spent, per item or by category, including cash sales, from the POS, invoices or a Square Online site. The limit is the plan line: the comparison table marks the loyalty program and text marketing as not included in Square Free, so a store that wants rewards moves to Square Plus at $49 per location per month. Square offers a 30-day free trial of Loyalty. For a single shop, that is still a low price for profiles, rewards and texting in one place.

Klaviyo describes itself as a B2C CRM, and for retailers the pitch is a single customer profile that drives marketing, service and analytics. The retail solutions page lists 60+ retail-specific flows and segments for high-intent shoppers, repeat buyers and churn risks, which maps directly to repeat-sales work. Data comes in through 400+ integrations such as Shopify and WooCommerce. The free plan covers 250 active profiles and 500 emails a month and already bundles a Customer Hub, a Customer Agent with 10 resolutions and a helpdesk with 10 tickets. The Email plan starts at $20 a month for 500 active profiles and 5,000 emails. Two caveats matter for stores: pricing follows active profiles, so a long list of past buyers raises the bill, and the retail page notes the service features are a public beta for Shopify stores only. Klaviyo does not run your checkout, so store purchase data has to come from a connected POS or ecommerce platform.

Shopify POS suits retailers whose online store already runs on Shopify, because in-store and online orders land on the same customer record. Every paid Shopify plan includes casual in-person selling with simple customer profiles. The POS Pro add-on, billed per retail location, is where the CRM features sit: Shopify says it captures rich customer data in store and online and shows lifetime value reporting and loyalty insights directly in the POS, with clienteling tools to track customer preferences. POS Pro also adds unlimited staff logins, inventory counts, purchase orders, returns at any location and omnichannel selling such as buy online, pick up in store. Shopify's own pages describe loyalty insights rather than a points engine, so retailers usually add a loyalty app. The pricing page served us local currency, so the USD price check is pending. Expect to pay for both a Shopify plan and POS Pro per store.

HubSpot CRM fits retailers who already think of customers as contacts that marketing, sales and service teams all touch. The free tier includes contact management, deal pipelines, CRM import and a reporting dashboard, and Starter costs $15 per seat per month with permission sets and multiple currencies. For purchase history, HubSpot's knowledge base documents the Shopify Data Sync: Shopify customers and HubSpot contacts sync both ways, and orders and abandoned checkouts flow into HubSpot, where each order links to a product and a contact. HubSpot says you can then build segments from cart or order data for marketing. The gaps are retail specific. HubSpot has no point of sale and no points program, so loyalty lives in another tool, and the Shopify sync skips metafields and product variants. Pick it when the store is one part of a business that also runs B2B sales, wholesale accounts or a service desk.

Zoho CRM is a general CRM that a retailer can shape around customer records, orders and products. The free edition covers 3 users with leads, deals, workflows, reports and a mobile app, which is enough for a small store to start logging customers. Standard adds workflows, assignment rules, cadences, AI agents, reports and sales forecasting. Professional adds inventory management and CPQ, so products and quotes live next to customer records, and Enterprise adds multistep customer flow automation, territory management and customer portals. Zoho lists free onboarding and says annual plans save up to 34%. What it lacks for retail is the counter: there is no point of sale and no points program, so purchase history has to come from a POS or ecommerce integration. The pricing page served us euro prices, so the USD check is pending. It fits retailers with a technical owner who wants a custom CRM rather than a ready-made retail one.

Freshsales is a sales CRM, so it suits retailers whose customer work looks like selling: furniture, appliance or jewelry stores that follow up on quotes, or shops with trade accounts. Growth costs $9 per user per month billed annually and includes a Kanban view, contact lifecycle stages, chat, email and phone, email templates, custom fields and basic workflows. Pro at $39 adds contact scoring, deal insights, sales sequences and territory management, and Enterprise at $59 adds forecasting insights, custom modules and audit logs. Freshworks offers a 21-day trial of the full CRM. For everyday repeat shoppers it is a weaker fit than the POS-based tools on this list: there is no point of sale, no loyalty program and no retail purchase-history feed out of the box. Pick it when the store's revenue depends on a few staff following up on considered purchases rather than on thousands of small transactions.

Salesforce Commerce Cloud is aimed at retailers large enough to treat the CRM, the website and the store as one data project. The Commerce pricing page lists Commerce Cloud B2C Premium with 100 sites and 3,500 price books, full order management, and personalization with Data Cloud segments. Retail Cloud Point-of-Sale adds a modern POS with clienteling, endless aisle and inventory management, and it starts at 25 stores. Salesforce Order Management Growth covers omni-channel inventory for up to 50 locations. Together they give store associates a customer view that includes online orders, which is the core of clienteling. The tradeoffs are cost and effort: every edition on the pricing page is contact for pricing, and the 25-store starting point rules out small retailers. Loyalty programs are a separate Salesforce product. Choose it if your company already runs Salesforce for service or marketing and has the budget for an implementation partner.

Dynamics 365 Commerce is Microsoft's platform for omnichannel retail, and its customer features are aimed at large store networks. Microsoft says it builds a single view of customer interactions and orders across physical and digital storefronts, and that it helps store employees with upsell and cross-sell recommendations, insights and loyalty programs. Point of sale runs in the cloud or at the edge, promotions and discounts are managed centrally, and segmentation on customer data feeds targeted campaigns. It has native support for Dynamics 365 Customer Insights, Sales and Customer Service, which matters if marketing and service already run on Microsoft. Cost is the barrier: the base license is $210 per user per month paid yearly, the e-commerce add-on is $4,000 per tenant per month and the headless add-on is $4,200. Microsoft adds that listed prices are informational and can vary by currency and region. This is a platform for retailers with an IT team and a Microsoft partner, not for a single shop.

Capillary Technologies is the specialist on this list: it sells loyalty and customer engagement software to large brands rather than a general CRM. Its product line covers Loyalty+, Engage+, Insights+, CDP+ and Rewards+, and its loyalty guide describes the functions a retailer would expect: member enrollment and profiles, points accrual, redemption and expiry, tier rules, a reward catalog and a rules engine, plus reporting. Capillary says its platform integrates with CRM, POS, eCommerce and CDP systems and processes transactions in real time, and that it runs on a managed SaaS model that includes program operations. It reports working with 415+ enterprise brands, including 20+ Fortune 500 companies. Capillary is open about the main limit for this category: it calls a loyalty platform complementary to a CRM, not a substitute, so most retailers run it next to Salesforce, Microsoft or another CRM. Prices are not published. Choose it when loyalty is a major revenue program, not a feature.