Nowadays CRM products are usually bulky, difficult to set up, and expensive. They are overbuilt with the latest bells and whistles, with most of these features overkill for Shopify store owners. For small-to-medium-sized businesses the most effective CRM is one that comes in a spreadsheet format - easy to understand, easy to use, and easy to modify. With Mixtable you can very quickly create such a spreadsheet CRM for your store, with all the relevant customer and order data. New customer and order data will flow automatically from Shopify to Mixtable, and you can update Shopify right from your workbook.
Mixtable allows you to see all your store’s customers in one worksheet, with the exact set of columns you need. To get started, create a Workbook and add a worksheet with your Shopify Customers. The worksheet will have a few of the most commonly used columns to get you started, and you’ll see your customer data populating in the worksheet as soon as you add it. You are now free to customize it as you see fit - you can remove columns you don’t need, and you can map blank columns to the customer fields you need.
Please keep in mind that if you have a lot of customers, it might take some time for all their data to load into your worksheet.