Best CRM for Squarespace

As a Squarespace user, you understand the importance of having a beautiful, functional website to showcase your brand and attract customers. But to truly grow your business and nurture those relationships, you need more than just a great website—you need a robust Customer Relationship Management (CRM) system.
A CRM that integrates seamlessly with Squarespace can help you manage customer interactions, track sales, and automate follow-ups, all while keeping your workflow streamlined and efficient.
In this blog post, we’ll explore the best CRM options for Squarespace users like you, highlighting the features that will help you better understand your customers, boost engagement, and drive business growth.

What is Squarespace?

Squarespace is an all-in-one website building platform that allows users to create professional, visually appealing websites without needing coding skills. It offers tools for blogging, e-commerce, portfolio creation, and more, making it ideal for individuals and businesses looking to establish an online presence.

A CRM complements Squarespace by helping users manage and nurture their customer relationships, track sales, and automate communications directly from their website data. By integrating a CRM with Squarespace, businesses can efficiently organize customer information, improve engagement, and drive growth through targeted marketing and personalized outreach.

Why do Squarespace users need a CRM

From capturing the contact information that comes in through a web form, to bringing your email campaign needs into one place, a CRM can be handy for Squarespace users. Below we unpack how.

Challenges without a CRM

Managing your Squarespace business without a CRM can lead to several challenges that you might be experiencing already, including the following.

• Disorganization: Without a centralized system, customer data and communications can become scattered and hard to manage.
• Missed opportunities: Lack of automated follow-ups and reminders can result in missed sales opportunities.
• Inefficient processes: Manual data entry and task management can consume valuable time and resources.
• Lack of insight: Without detailed analytics, it's difficult to make informed business decisions.
• Inconsistent communication: Inconsistent messaging can harm customer relationships and brand reputation.

Benefits of a CRM

Integrating a CRM with your Squarespace site offers numerous advantages such as the following.

• Centralized information: All customer data is stored in one place, making it easily accessible and manageable.
• Enhanced efficiency: Automate routine tasks and streamline workflows, freeing up time for strategic activities.
• Improved customer relationships: Track interactions and personalize communications to build stronger customer connections.
• Better decision-making: Utilize detailed analytics and reports to make data-driven decisions that enhance business performance.
• Increased sales: Automated follow-ups and targeted marketing campaigns can boost conversion rates and sales.
• Consistent communication: Ensure your messaging is uniform and professional across all customer touchpoints.

How to boost your Squarespace efficiency with a CRM

Wondering how you might be able to introduce a CRM to your tech stack to complement your website? Below are a few ways it can help.

1. Map your process

Clarify whether or not you intend to use your CRM to capture the contact information that comes through a filled in web form, visitors, or sales made through your website.

• Identify key stages: Outline the primary stages of your sales funnel from lead generation to conversion.
• Set milestones: Define clear milestones for each stage to easily track progress and identify bottlenecks.
• Automate tracking: Use CRM tools to automate the tracking of these stages, ensuring no lead falls through the cracks.

2. Outreach and follow-up

Instead of storing that contact information in your Squarespace account, where it can be hard to capture and segment, use a CRM to automate your outreach and follow-up process by creating things such as.

• Email campaigns: Set up automated email sequences to nurture leads with personalized content.
• LinkedIn outreach: Use LinkedIn automation tools to connect with potential clients and follow up with personalized messages.
• Reminder Aaerts: Use CRM reminders to ensure timely follow-ups and maintain consistent communication.

3. Nurture existing leads and customers

Finally, you can use your CRM's mail merge and database features to create strategies for upselling and cross-selling.

• Personalized offers: Use CRM data to create personalized upsell and cross-sell offers based on customer behavior.
• Automated campaigns: Implement automated email campaigns to promote relevant products or services.
• Customer feedback: Collect and analyze customer feedback to identify opportunities for upselling and cross-selling.

How to evaluate and choose a CRM platform

There are a few things you should consider as part of your decision making process. We've rounded up some below to get you started.

1. Define your requirements

When choosing the best CRM for Squarespace, start by identifying the key features your business needs. Are you looking for seamless integration with your Squarespace website, robust customer data management, or advanced analytics? Make a list of must-have features such as email marketing automation, sales tracking, and customer support tools. Knowing your requirements will help you narrow down the options and find a CRM that aligns perfectly with your business goals. Get started with the following key features we've rounded up for Squarespace users.

Key Features of a CRM for Squarespace

• Automated processes: Streamlines tasks by automating repetitive workflows.
• Contact enrichment: Automatically finds Leads, Customers email addresses and contact information, enhancing efficiency.
• Structured pipeline: Tracks Leads, Customers through defined stages, ensuring process clarity and effectiveness.
• Email sequences: Increases communication efficiency with follow-up templates and automated sequences.
• Social media integration: Seamlessly imports Leads, Customers from LinkedIn and tracks conversations within the CRM.
• Analytics Provides essential data analysis and predictive insights for better planning.

2. Budget considerations

Budget is a crucial factor when selecting a CRM for Squarespace. Evaluate the cost against the potential return on investment (ROI). Affordable CRM solutions can offer great value without compromising on essential features. Look for CRM platforms that provide flexible pricing plans, allowing you to scale as your business grows. Consider the long-term benefits and ensure the CRM you choose fits within your financial constraints while delivering the functionalities you need.

3. Selection process

Choosing the right CRM vendor involves thorough research and comparison. Begin by reading reviews and testimonials from other Squarespace users. Check for vendors that offer dedicated support and regular updates. Look into their reputation, reliability, and customer service. Shortlist a few vendors that meet your criteria and request demos or trials to experience their platforms firsthand. This will give you a better understanding of how well the CRM integrates with your Squarespace site and meets your business needs.

4. Get a demo

Once you have shortlisted potential CRMs, it's time to trial and compare them. Utilize free trials to explore the features and ease of integration with your Squarespace website. Pay attention to user interface, customization options, and overall performance. Gather feedback from your team and consider how each CRM aligns with your operational workflow. Ultimately, choose the CRM that offers the best combination of features, ease of use, and value for your Squarespace-driven business. To get started, you can request a demo from folk.

3 tips for implementing a CRM

1. Import your data in your new CRM

Transitioning to a new CRM involves importing your existing data. Most CRMs allow you to import data via CSV files, which you can export from your current CRM. For detailed instructions, check out how to export records from HubSpot or export data from Pipedrive. This will ensure that all your customer information is seamlessly transferred to your new CRM, making the transition smooth and efficient.

2. Create your first pipeline

Setting up your first pipeline is a critical step in organizing your sales process. For Squarespace users, this could involve creating stages that reflect your sales funnel, such as "Lead Captured," "Contacted," "Proposal Sent," and "Closed Deal." Customizing these stages to match your Squarespace business model will help you track progress and manage customer interactions effectively.

3. Onboard your team

Once your CRM is set up, it's essential to get your team on board. Conduct training sessions to familiarize them with the new system, highlighting how it integrates with your Squarespace site. Ensure that everyone understands the benefits and knows how to use the CRM efficiently. This will not only improve team productivity but also enhance customer relationship management across your business.

The 5 best CRMs for Squarespace

1. folk

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting.

Key features

• Contact enrichment: Automatically enriches contact details by finding emails and LinkedIn URLs, enabling efficient outreach without manual data entry or additional costs for email services.
• Social media integration: Seamlessly import contacts from LinkedIn, Instagram, Twitter and more. Bring all your customer data into folk, and use templates for quicker, streamlined communication.
• Mail merge: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• AI-powered features: AI tools assist in managing contacts and relationships, automating routine tasks, and suggesting actions to improve productivity.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Pros

• Ease of use: folk is praised for its intuitive interface, making it accessible even to non-technical users with quick onboarding and a minimal learning curve.
• All-in-one: folk streamlines your workflow by allowing you to import contacts from LinkedIn, automatically find their emails, reach out through customizable email sequences, and track interactions in a pipeline, eliminating the need for multiple tools and saving time and money.
• Customizability: Custom fields, pipelines, automation and workflows.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Cons

• Reporting: Currently lacks reporting features, but there are plans for future implementation.

Price and plans

You can try folk for free with a 14-day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $60 per user, per month.

2. HubSpot

HubSpot CRM is a user-friendly, scalable platform offering integrated tools for managing sales, marketing, customer service, and operations efficiently.

Key features

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, perfect for capturing and nurturing leads from your Squarespace site.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, helping you convert leads into customers effectively.
• Service Hub: Offers customer service tools like ticketing, live chat, and knowledge bases, ensuring excellent customer support for your online store.
• Operations Hub: Syncs and automates business processes across different systems, streamlining your Squarespace business operations.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency, making it easier to focus on high-potential customers.

Pros

• User-friendly interface: HubSpot is known for its intuitive and easy-to-use interface, making it accessible for users of all skill levels, ideal for Squarespace users.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, making it ideal for small businesses and startups using Squarespace.
• Seamless integration with marketing tools: HubSpot integrates smoothly with its marketing, sales, and service hubs, creating a unified platform for inbound marketing and customer management on Squarespace.
• Automation capabilities: Provides powerful automation tools for tasks like email marketing, lead nurturing, and sales workflows, helping businesses save time and improve efficiency.
• Extensive learning resources: HubSpot Academy offers a wealth of free courses, certifications, and resources to help users get the most out of the platform.

Cons

• High cost at higher tiers: HubSpot’s pricing can become expensive as you move to higher tiers, which may be prohibitive for small businesses as they scale.
• Limited customization in free plan: The free plan and lower tiers have limited customization options, which can restrict flexibility for growing businesses.
• Complexity in advanced features: Some advanced features, such as custom reporting and workflows, have a steep learning curve and may require additional training.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, which can be a drawback for businesses with larger lists.
• Additional costs for add-ons: Many useful features, like advanced CRM capabilities and integrations, come as paid add-ons, increasing the overall cost.

Price and plans

Prices and plans for HubSpot's Marketing suite for an annual subscription are as follows.

• Starter plan: Starts from $15 per user, per month.
• Professional: Starts from $800 per user, per month.
• Enterprise: Starts from $3,600 per user, per month.

3. Zoho

Zoho is a CRM system with a strong sales focus. Its got features such as journey orchestration, sales process management and workflow automation. There's also something for marketing teams, including lead hurting, event management and customer segmentation.

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Key features

• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Workflow automation: Automates routine tasks and processes to improve efficiency and reduce manual effort.

Pros

• Affordability: Zoho CRM offers competitive pricing with various tiers, making it accessible to small and medium-sized businesses as well as larger enterprises.
• Customization: Extensive customization options allow businesses to tailor the CRM to their specific needs, including custom fields, modules, and workflows.
• Integration with Zoho Suite: Seamless integration with other Zoho products (like Zoho Books, Zoho Projects, and Zoho Campaigns) creates a comprehensive ecosystem for managing different business functions.
• Multi-channel communication: Zoho CRM supports email, phone, social media, and live chat, enabling businesses to manage all customer interactions from a single platform.
• AI-powered features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve sales and marketing efficiency.

Cons

• Steep learning curve: The extensive customization options can be overwhelming for new users, requiring a significant time investment to master the platform.
• Complex setup: Initial setup and configuration can be complex, particularly for businesses without technical expertise or dedicated IT resources.
• User interface: Some users find the interface to be outdated or cluttered compared to other modern CRM platforms, which can affect usability.
• Performance issues: Occasional reports of slow performance, especially with large datasets or complex operations, can hinder productivity.
• Limited third-party integrations: While Zoho integrates well with its own suite of products, integration with third-party applications can be limited or require additional effort.

Price and plans

Zoho's free plan is limited to three users suitable for small businesses. After that, an annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Professional: $35 per user, per month.
• Enterprise: $50 per user, per month.

4. Salesforce

Salesforce is a robust CRM platform for large enterprises, offering tools for sales, marketing, service, and analytics, with extensive scalability.

Key features

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, customer service, and custom app development, suitable for the varied needs of large enterprises.
• Customization and scalability: Salesforce is highly customizable and scalable, allowing large organizations to tailor the platform to complex workflows and manage significant growth.
• Artificial Intelligence (AI) integration: Salesforce Einstein offers AI-driven analytics and automation, providing insights that help large businesses optimize their strategies.
• Extensive integration capabilities: With Salesforce's AppExchange, large companies can integrate the platform with a wide range of third-party applications, ensuring seamless operation across different business systems.
• Enterprise-grade security and compliance: Salesforce provides robust security measures and compliance features, critical for large organizations handling sensitive customer data.

Pros

• Comprehensive feature set: Salesforce offers an extensive range of features covering sales, service, marketing, and more, making it a powerful tool for managing all aspects of customer relationships.
• Highly customizable: Salesforce is highly customizable, allowing businesses to tailor the platform to their specific needs with custom fields, objects, and workflows.
• Extensive integration capabilities: Salesforce integrates with a vast array of third-party applications, as well as its own ecosystem of tools, enabling seamless data flow across platforms.
• Scalability: Salesforce is highly scalable, making it suitable for businesses of all sizes, from small startups to large enterprises, with the ability to grow with your business.
• Advanced analytics and reporting: Salesforce provides powerful analytics and reporting tools, allowing businesses to gain deep insights into their data and make informed decisions.

Cons

• High cost: Salesforce can be expensive, especially for small to medium-sized businesses, with high licensing fees and additional costs for add-ons and customization.
• Steep learning curve: Due to its extensive feature set and complexity, Salesforce often requires significant time and training for users to become proficient.
• Complex setup and customization: Initial setup and customization can be challenging and often require expert help or certified consultants, which adds to the overall cost.
• User interface: Some users find the Salesforce interface to be outdated and not as intuitive as other modern CRM platforms, which can hinder usability.
• Overwhelming for small teams: Salesforce’s robust features may be overkill for smaller teams or businesses, leading to underutilization of the platform’s capabilities.

Price and plans

• Starter Suite: $25/user/month provides basic CRM features for small businesses.
• Pro Suite: $100/user/month includes advanced tools for growing businesses.
• Enterprise Plan: $165/user/month offers extensive customization and automation for large companies.
• Unlimited Plan: $330/user/month provides comprehensive features for large enterprises.
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises.

5. Pipedrive

Pipedrive is a web-based CRM for small businesses, offering lead management, automation, email integration, and customizable pipelines to optimize sales.

Key features

• Lead and deal management: Centralized tools to manage leads and customer data, interactions, and sales pipelines, helping Squarespace users act quickly on opportunities.
• Sales automation: Workflow automation to handle repetitive tasks like lead routing and follow-ups, allowing Squarespace-based businesses to focus on closing deals.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track sales performance and gain actionable insights for your Squarespace store.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect customer data.

Pros

• User-friendly interface: Known for its intuitive and visually appealing interface, making it easy for Squarespace users to navigate and manage their sales pipelines.
• Sales pipeline focus: Specifically designed for managing sales pipelines, offering a visual approach that helps track deals and activities effectively.
• Customization: Allows for a high degree of customization, enabling Squarespace users to tailor the platform to their specific sales processes with custom fields and workflows.
• Affordability: Offers competitive pricing, making it accessible to small and medium-sized businesses using Squarespace without sacrificing essential CRM features.
• Automation features: Includes automation tools that help streamline repetitive tasks, such as sending follow-up emails and moving deals through the pipeline, saving time and boosting productivity.

Cons

• Limited advanced features: Lacks some of the more advanced CRM features, such as extensive marketing automation and AI capabilities, which are available in other platforms.
• Basic reporting in lower tiers: Reporting and analytics features in the basic plans are somewhat limited, requiring upgrades to access more in-depth insights.
• No built-in email marketing: Does not include built-in email marketing features, requiring users to integrate with third-party email tools for such functionality.
• Price increases with add-ons: The cost can increase quickly when additional features or integrations are added, making it less cost-effective for growing Squarespace businesses.

Price and plans

An annual subscription plan basis is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

Conclusion

Choosing the best CRM for your Squarespace business is crucial for optimizing your operations, improving customer relationships, and boosting sales. Each CRM platform discussed—folk, HubSpot, Zoho, Salesforce, and Pipedrive—offers unique features and benefits tailored to different business needs and budgets. Whether you prioritize ease of use, advanced analytics, customization, or integration capabilities, there is a CRM solution that aligns with your Squarespace-driven goals.

For a modern and intuitive CRM that integrates seamlessly with your workflow, consider trying folk. Its customizable pipelines, AI-driven tools, and robust integrations make it an excellent choice for managing contacts and enhancing productivity. Try folk for free here.

Frequently Asked Questions

What do Squarespace customers use for their website and online store use as a CRM?

Many customers using Squarespace prefer CRMs like folk, HubSpot, Zoho, Salesforce, and Pipedrive. Among these, folk stands out for its ease of use and seamless integration with Squarespace, making it a popular choice for streamlining customer relationship management.

Do I need a CRM?

Yes, a CRM can be essential depending on the complexity of your business process. It helps in organizing customer data, automating tasks, and improving communication, which are crucial for scaling your business efficiently.

How much does a CRM cost?

CRM pricing varies widely. For example, folk starts at $20 per user per month, while HubSpot offers a free plan and paid plans starting at $15 per user per month. High-end options like Salesforce can range from $25 to $500 per user per month.

Does folk’s CRM respond to Squarespace needs?

Yes, folk’s CRM is highly responsive to Squarespace needs. Its intuitive interface, seamless LinkedIn integration, and robust email features make it easy to manage contacts and automate workflows, perfectly complementing Squarespace’s user-friendly platform.