Stop losing deals to spreadsheets and email threads. AddToQuote is a real B2B sales CRM — pipeline, deal stages, team assignment, analytics — built into Shopify Admin.
$25/mo flat. Unlimited team members. No HubSpot, no Salesforce, no per-seat fees.
Six stages. Drag-and-drop kanban. Every deal accounted for.
Kanban view inside Shopify Admin. Drag deals between stages. See where every lead is at a glance.
Assign quotes to specific reps. Track close rates per team member. Audit every customer interaction.
Internal notes on every quote. Full chronological log: status changes, emails sent, customer replies, discount approvals.
Track close rate, average deal size, time-to-close, and revenue forecasts. Filter by team member, customer, or product.
Slack, Discord, Teams, Telegram, email — pick your channel. Get pinged on new quotes, stage changes, or stuck deals.
8 triggers + 4 actions for advanced workflow automation. Auto-assign by region, escalate stalled deals, sync to external tools.
Most "Shopify CRM" results in Google are email marketing tools. Here is the honest comparison.
| CRM | Cost | Per-Seat? | Shopify Native? | Verdict |
|---|---|---|---|---|
| AddToQuote | $25–100/mo flat | No per-seat fees | Yes — embedded in Shopify Admin | Built for Shopify B2B from day one |
| HubSpot CRM | $50–300 per user/mo | Per-seat pricing | Integration required | Powerful but expensive at scale |
| Pipedrive | $15–100 per user/mo | Per-seat pricing | Integration required | Good general CRM, not Shopify-specific |
| Salesforce | $25–500+ per user/mo | Per-seat + add-ons | Heavy integration work | Enterprise overkill for most Shopify merchants |
| Klaviyo / Mailchimp | $0–500/mo | Volume-based | Yes (email marketing) | Email marketing — NOT a CRM |
Heads up: Klaviyo and Mailchimp call themselves "CRMs" but they are email marketing platforms — they manage email lists, not sales deals. If you need to track quotes, deals, and pipeline stages, you need a real CRM.
Yes. It includes everything a B2B sales CRM needs: deal pipeline with stages, team member assignment, internal notes, activity timeline, conversion analytics, customer history, deal-level discounting, and quote-to-order tracking. It is not an email marketing tool dressed up as a CRM.
Three reasons. (1) Cost: HubSpot charges $50–300 per user per month. AddToQuote is $25–100/mo flat for unlimited team members. (2) Native Shopify: AddToQuote lives inside Shopify Admin and uses your existing products, customers, and orders. HubSpot requires a sync integration. (3) Quote-specific: AddToQuote is built for B2B quote workflows. HubSpot is general-purpose CRM that does quotes as one feature among many.
No. Shopify gives you customer profiles and order history but no sales pipeline, no deal stages, no team assignment, no quote tracking. To run a real B2B sales motion you need a CRM layer on top — AddToQuote provides one without leaving Shopify Admin.
Yes. AddToQuote pricing is flat per store (not per seat). Add unlimited team members on Shopify, assign deals to specific reps, track per-rep performance, and collaborate via internal notes — all without paying more.
Yes. Connect Gmail or Outlook via OAuth and quotes send from your own inbox (so customers see your name and brand). Replies appear in your inbox. Quote history stays inside AddToQuote.
Yes. The analytics dashboard shows close rate, average deal size, time-to-close, revenue won/lost by stage, and team-level performance. Filter by date range, customer, product, or rep.
Customers submit quote requests from your storefront — either via the "Request a Quote" button on product pages or the dedicated quote form. New quotes appear in the CRM pipeline at the "New" stage and get auto-assigned (or manually routed) to the right rep.
Pipeline, deals, team, analytics — all inside Shopify. $25/mo flat.
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