30+ retail marketing tools you need to try in 2026

Last updated: May 8, 2026

Besides staying on top of the game in the retail industry, it’s essential to know what retail marketing tools you need to try. But with so many out there, you begin to wonder: “What do I need?”, “Which retail marketing tools could help me get started?”, and “Why should I pick one over the other?”. These types of questions come to your mind, and the panic slowly, but surely, sets in. 

No more. In this article, I did the legwork for you and I’ve come up with a list of 30 retail marketing tools that could help your brand reach its goals faster and more efficiently. Therefore, you can make a more informed decision when investing some time and money into new tools.

With the right retail marketing tools, you can create more engaging marketing materials for your campaigns, use professional retail accounting services, do payments and transactions in seconds, see real-time statistics about your business performance, and many, many more. These are only a few benefits of the retail marketing tools I’m going to tell you about. 

So let’s begin, shall we?

30+ retail marketing tools you need to try 

Each retail marketing tool is properly described so you can understand exactly what it does and how it could help your business. But to make the job easier for you, I’ve divided all the 30 retail marketing tools into 6 main categories that each retail business should have. 

Here’s a list of the main categories: 

• Retail marketing tools
• Accounting software tools
• CRM software tools
• Ecommerce software tools
• Retail management software tools
• Retail POS software tools

Click on the one you’re interested in and jump ahead. 

Which are the best retail marketing tools?

Solution	Best For	Key Feature	G2 Rating	Capterra Rating	Price
Facebook	Brand awareness & social commerce	Advanced audience targeting & Shops	4.1★	4.2★	Free (Ads budget-based)
Instagram	Visual retail discovery & engagement	Shoppable posts & Reels	4.5★	4.6★	Free (Ads budget-based)
LinkedIn	B2B retail & employer branding	Decision-maker ad targeting	4.3★	4.4★	Free (Ads from $5/day)
Artwork Flow	Packaging & label compliance	Proofing, version control, compliance checks	4.8★	4.5★	From $39/mo
Twitter (X)	Real-time engagement & social listening	Trend participation & conversations	4.0★	4.1★	Free (Ads budget-based)
Flipsnack	Interactive catalogs & lookbooks	Shoppable flipbooks & analytics	4.7★	4.6★	From $14/mo
SocialBee	Social media management & scheduling	AI-assisted content & unified inbox	4.7★	4.5★	From $29/mo

We’ll take them one by one and get into more details.

Facebook

Best for: Building retail brand awareness, running targeted ads, and selling via Shops/catalogs.
Key features:

• Meta Ads Manager – Create and optimize paid campaigns across placements.
• Facebook Shops – Sell products directly on your Page with a catalog.
• Audience targeting – Reach shoppers by interests, behaviors, and lookalikes.
• Messaging – Manage customer conversations via Messenger.

Ratings:
G2: 4.1/5
Capterra: 4.2/5

The first one on our list is the goldie Facebook, used by over 2.89 billion monthly active users. Your brand should definitely be where people are, right? I’m sure you’re already familiar with a personal Facebook account, but if you haven’t considered having one for your business, now’s the time!

Facebook is like the ID Card of your brand. And it’s basically the place where you’re presenting the whole marketing mix of your brand: product, promotion, place, and price. Basically, you add photos of your products in a product catalog shop, promote them through Facebook’s ad campaigns, and add the prices. This is especially great for startups or small business owners that don’t have enough money to invest in a beautiful website to sell their products. 

Worried about posting something that only your colleagues will like? I should tell you that yes, if you want to increase brand awareness and eventually sell through Facebook, then you should invest some time and money into promoting your content. Setting an ad or just a boost post on Facebook by adding your payment card details is a walk in the park. No matter the business size, you should definitely consider using Facebook to get your brand known out there and to sell your products or services in a fast way. 

Instagram

Best for: Visual merchandising, creator-led discovery, and social commerce for retail.
Key features:

• Reels/Stories – High-reach short-form content for product discovery.
• Product tagging – Link products inside posts and stories.
• Ads – Run Meta-powered placements with strong creative formats.
• Insights – Track reach, engagement, and follower trends.

Ratings:

The entertainment and fun elements Instagram has brought to businesses are just insane. Brands can now easily get closer to their audiences through posts, stories, IGTV, reels – and who knows what’s next?! It provides the perfect opportunity for businesses to show some behind the scene photos with their followers, some live moments within the company, or any other type of content.

Not only this, but you can also get to know your audience better, what their likes and dislikes are, and not to mention that you can easily boost your sales by adding prices and direct links to your website, and even making ads. There is a lot more to say about how this platform could take your retail business to the next level, but hopefully, you’ve already figured that out. If you don’t already have a business account – which would definitely shock me, add Instagram to your retail marketing tools list ASAP.

LinkedIn

Best for: B2B retail partnerships, employer branding, and professional thought leadership.
Key features:

• Company Pages – Establish credibility and publish updates.
• Targeted ads – Reach decision-makers by role/company/industry.
• Groups/Communities – Engage niche audiences and trends.
• Hiring tools – Recruit retail talent and brand ambassadors.

Ratings:

LinkedIn builds credibility in your brand, but firstly, you’ll have to decide with what purpose you’re going to use it. If you’re looking for people to hire or have a new job position available, LinkedIn is a suitable platform to find eager people to work for your business with their Open for Business feature. 

But they also have lots of great features such as selling, connecting with people, and tracking what others are saying about your brand. And just like Facebook, LinkedIn also comes with groups and communities that you can join. It will be easier for you to find marketing ideas, see what the competitors are doing, and spot trends. So make sure to include LinkedIn in your must-have retail marketing tools list. LinkedIn carousel ads can be a game-changer for your brand, as they offer a dynamic and engaging way to display a variety of products or services, helping you captivate your audience and drive better results.

Artwork Flow

Best for: Packaging/label workflow, proofing, and compliance collaboration for retail brands.
Key features:

• Proofing & approvals – Reduce iteration cycles and stakeholder bottlenecks.
• Version control – Prevent outdated artwork from reaching production.
• Compliance checks – Support regulated labeling needs (claims, formatting, etc.).
• Asset management – Centralize packaging files and feedback trails.

Ratings:

• G2: 4.8/5
• Capterra: 4.5/5

Making labels can be a headache and a half. With Artwork Flow, it doesn’t have to be. With a robust feature set and a variety of useful tools, Artwork Flow is a one-size-fits-all solution to all of your label compliance and standardization woes. 

Artwork Flow’s innovative suite of labeling tools is primarily targeted at retailers looking to streamline iteration and eliminate errors in the label-making process. These tools allow retail marketers to automatically check for copy or formatting errors, reduce iteration with a revolutionary inspection tool, and much more. 

Making sure your label comply with retail labeling regulations is now easier too. With Artwork Flow’s powerful set of compliance tools, staying on the right side of consumer protection laws is a cinch. And that’s not all, either. Artwork Flow has an easy to use label library and project management system as well!

Twitter

Best for: Real-time community engagement, announcements, and social listening.
Key features:

• Real-time posting – Join trends and timely retail moments.
• Replies/DMs – Customer support and community management.
• Search/monitoring – Track mentions, sentiment, and competitor chatter.
• Ads – Promote posts and run campaigns (where available).

Ratings:

Lots of brands add encouraging messages to one another, sending love and letting their audience see that is not everything about competition and being on top, but about being professional and supportive of others as well. And let’s admit, there’s still enough space for every retail and wholesale business on the globe.

Make sure to use Twitter for your retail marketing strategy as it can help your brand get more recognized and even increase your audience. Walmart, Balenciaga, and Old Spice are there. What are you waiting for?

Flipsnack 

Best for: Interactive digital catalogs, lookbooks, brochures, and shoppable publications.
Key features:

• PDF-to-flipbook – Turn static catalogs into interactive experiences.
• Interactive elements – Add links, videos, tags, and CTAs.
• Embed & share – Publish on websites and campaigns easily.
• Analytics – Track reads, clicks, and engagement.

Ratings:

• G2: 4.7/5
• Capterra: 4.6/5

The last one from the retail marketing tools list is Flipsnack. We all know the hard work of driving more sales. Well, not anymore. By using Flipsnack as your retail marketing tool you can give your customers a whole new digital shopping experience and easily convert them from visitors into customers. How? With appealing and professional content!

In Flipsnack you can easily create interactive retail marketing materials from catalogs, brochures, lookbooks, and magazines to flyers, newsletters, and more! All these content materials you can make within seconds. You only need to upload your PDF document and give it a 3D flipping effect or try their wide variety of pre-made templates, to begin with. 

In their Design Studio, you can add interactivity through elements such as buy buttons, price tags, captions, videos, photo slideshows to make your next product catalog design outstanding. Basically, any kind of marketing material can be taken to a whole new level so you can easily impress your clients. Plus, you can use any of these publication as a lead generation tool, and gather all data straight in your CRM through Zapier.

And there’s more. You can automate the tasks of making catalogs, track the performance of your publications by using their statistics and even embed the publications right on your website. Other great features? Yes, integration with Shopify, Google Analytics, and Google Tag Manager for further insights. 

Now let’s move on to our next category.

SocialBee

Best for: Social media scheduling, engagement, and analytics across multiple channels.
Key features:

• Content scheduling – Plan and publish consistently across networks.
• AI assistance – Support caption/content ideation and planning.
• Unified inbox – Manage comments/mentions/messages in one place.
• Reporting – Exportable performance reports for stakeholders/clients.

Ratings:

• G2: 4.7/5
• Capterra: 4.5/5

If you’re a marketer looking for a reliable and efficient social media management tool, SocialBee should be high on your list. It’s designed to simplify the entire process of managing multiple social media accounts by bringing all your mentions, comments, and DMs into one centralized dashboard. 

When it comes to content creation, SocialBee stands out with its AI-powered features that help generate captions, visuals, and even craft a customized posting strategy, offering guidance on what to post, when to post, and on which platforms. For data-driven marketers, SocialBee also offers detailed social media analytics and easy-to-share PDF reports, making performance tracking and client reporting seamless. 

Collaboration is another strong point: teams can work together to plan, schedule, and publish content efficiently. Plus, SocialBee’s visual content calendar makes it easy to see and adjust your entire social strategy at a glance. If your team is juggling content creation, scheduling, engagement, and reporting, SocialBee brings it all together in one easy-to-use platform.

Which are the best accounting software tools?

Solution	Best For	Key Feature	G2 Rating	Capterra Rating	Price
QuickBooks	SMB accounting & invoicing	Invoicing, bank sync, financial reports	4.0★	4.3★	From $30/mo
Zoho Books	End-to-end accounting for growing retailers	Workflow automation & tax support	4.4★	4.4★	From $15/mo
FreshBooks	Invoicing & time tracking	Client billing & expense tracking	4.5★	4.5★	From $19/mo
SignalOS	Accounting firm practice management	AI-driven workflows & forecasting	N/A	N/A	Custom pricing
Xero	Cloud accounting & bank reconciliation	Real-time bank feeds & reporting	4.3★	4.4★	From $15/mo
Kashoo	Simple bookkeeping for small businesses	Lightweight accounting & invoicing	N/A	N/A	From $20/mo
Odoo	ERP-style accounting & operations	Modular ERP with accounting core	N/A	N/A	From $25/mo
Billdu	Mobile invoicing for small teams	On-the-go invoicing & tracking	N/A	N/A	From $4.99/mo
TaxLeopard	Tax compliance & bookkeeping	Tax prep & reporting automation	N/A	N/A	From $19/mo
Yooz	Accounts payable automation	Invoice capture & approval workflows	4.4★	4.4★	From $199/mo

Quickbooks

Best for: SMB accounting, invoicing, and core financial reporting.
Key features:

• Invoicing & payments – Bill customers and accept payments.
• Bank feeds – Sync transactions for faster reconciliation.
  Reporting – P&L, balance sheet, cash flow visibility.
• Integrations – Connect with commerce and operational tools.

Ratings:

QuickBooks is an accounting software package created by Intuit that provides personal, business, and tax management solutions. Businesses can use QuickBooks to automate processes like invoicing, payments, accounting, and more. These features make it easier to manage and track your business’s finances, with the ability to sync with Google Sheets or even integrate QuickBooks to SQL Server for advanced data management.

QuickBooks and its alternatives also provide customers with a variety of finance-related features. Each can help small and medium-sized business owners handle their company’s accounting.

Finance and accounting are the most critical parts of any business. Initially, you can limit them to spreadsheets; however, with an increasing span of business, automation in accounting is a must. If you are looking for effective financial management software for your Magento 2 store, then you can try Mageplaza QuickBooks Online.

Mageplaza QuickBooks Online is a cloud-based financial management software that saves you considerable time and effort in managing business finances. It offers synchronization of all information, including customers, sales, products, payment documents, taxes, and payment methods. For those needing to ensure their accounts are pristine, the QuickBooks Online Cleanup feature is there to tidy up their financial records. It’s perfect for those moments when you want to guarantee your business’s financial health and keep everything running smoothly. As a result, you can manage essential data more efficiently. Thanks to this software, managing finances and optimizing business cash flow have become easier for Magento 2 store owners.

Zoho Books

Best for: End-to-end accounting for growing retailers, especially in the Zoho ecosystem.
Key features:

• Automated workflows – Recurring invoices, reminders, rules.
• Tax support – Tax configuration and compliance helpers.
• Client portal – Share invoices and collect payments.
  Multi-currency – Useful for cross-border sales.

Ratings:

Automating tasks, making data accessible, simplifying taxes, reducing data loss – all these sounds amazing, right? Zoho Books is a great end-to-end online accounting software tool that you should immediately try. It helps retailers to easily manage finance, accounting, taxing, and even online payments while it also automates the whole business workflow. 

This app is especially great for business owners that don’t necessarily find themselves quite the accounting experts.

Besides all that, Zoho Books allows its users to manage multiple timesheets and keep track of reimbursable expenses. It basically offers the whole accounting package a retail business would need. Not to mention the intuitive interface so that everyone can easily figure out how to handle the app.

They offer different kinds of plans from Free to Premium which is great especially if you want to experiment with new accounting software. Make sure to check them out!

Freshbooks

Best for: Service-heavy retail businesses, agencies, and freelancers needing invoicing + time tracking.
Key features:

• Invoicing – Fast creation and payment follow-ups.
• Expense tracking – Capture and categorize spend.
• Time tracking – Billable hours tied to clients/projects.
• Reporting – Snapshot views for profitability and cash flow.

Ratings:

FreshBooks is an online accounting and invoicing service that helps brand owners save lots and lots of time. It automates daily accounting activities, payment acceptance, expenses tracking, billable time tracking, and financial reporting. And these are not the only ones, believe me. 

When it comes to accounting software, it’s important to keep in mind that the one you choose supports integrations with other platforms as well. If you wonder why, it’s because of how easy it is to manage more applications in just one place. Lucky for you, FreshBooks supports integration with quite a few platforms like Shopify, Hubspot, Dropbox, Gmail, Gusto, Proposify, and Hurdlr. Told you they’ve got a lot. 

Anyways, using an accounting program that helps your retail business grow efficiently is highly mandatory. And that’s exactly what FreshBooks does: it takes billing out of your hands and puts it on autopilot. Don’t forget to check out their pricing plans and see what works best for you. 

SignalOS

Best for: Accounting-firm practice management (less common for retail operators directly).
Key features:

• Client onboarding – Centralize intake and documentation.
• Task/project management – Track deadlines and deliverables.
• Document collaboration – Keep files and approvals organized.
  Billing/reporting – Support utilization and profitability tracking.

SignalOS is an AI-first practice management platform built for modern accounting firms that want to save time, strengthen client relationships, and grow profitably. It unifies client onboarding, task and project management, document collaboration, billing, and reporting into one intelligent system. With AI at its core, SignalOS goes beyond simple workflow tracking, it actively helps firms reduce compliance risk, optimize workloads, and gain real-time visibility into budgets and utilization.

G2: N/A (not enough public listing/reviews found)

What sets SignalOS apart is its ability to think ahead for you. From AI-powered task prioritizations and predictive workload management to smart reminders and anomaly detection in billing, the platform doesn’t just store data, it interprets it.

Xero

Best for: Cloud accounting for small-to-midsize retailers needing strong bank reconciliation.
Key features:

• Bank reconciliation – Match transactions quickly and accurately.
• Invoicing – Create and automate receivables workflows.
• Financial reporting – Core statements and tracking categories.
• App marketplace – Broad integrations for retail ops.

 Ratings:

They come with a great system for accountants and bookkeepers alike as they’ll be able to easily connect with clients, manage projects, and see specific insights – these are the solutions every retailer wishes for in an app.

But as I previously said, Xero can be also used by business owners and what’s great is that they can connect their bank account and see the cash flow reports, invoice processing and information, and how transactions perform. This level of detail supports effective financial planning and analysis, allowing businesses to make informed decisions. Xero it’s great as it calculates tax payments and you can make payments right from the app, which makes filing taxes a much easier job. And the best part? You get to access all of these in one place. Xero also integrates smoothly with AP automation tools like Dokka, expanding its capabilities for retailers managing high volumes of invoices. If you have a retail store then make sure to check this accounting software. 

Kashoo

Best for: Very small businesses that want straightforward bookkeeping and invoicing.
Key features:

• Simple bookkeeping – Lightweight, easy-to-run accounting.
• Invoicing – Basic billing and payment tracking.
• Expense tracking – Categorize spend without heavy setup.
• Support – Guidance for non-accountants.

As we’ve already established, finance tracking is a must for any retail business – no matter the size, so it’s essential to arm your brand with a complex accounting software solution. Kashoo comes in great help for small business owners that don’t have enough time or expertise to keep track of their brand’s accounting situation. 

And let’s be honest, accounting can sometimes be overwhelming, especially when you just need to automate one or two small jobs and get on with making money, right? No worries, their great accounting software will do all the job for you. You can easily track incomes, payments, expenses, and even automate your accounting workflow while using built-in safeguards to ensure your numbers are always accurate and up-to-date. 

Kashoo also has a team of professional accountants that are always there to help their customers figure out what they need. So if you don’t know exactly what you need for your business, you can easily address someone from their team. Definitely give them a try. 

Odoo

Best for: Retailers wanting an ERP-style suite (accounting + operations) with modular apps.
Key features:

• Accounting + invoicing – Core finance workflows in one module.
• ERP modularity – Add inventory, POS, CRM, and more.
• Reporting – Dashboards and financial statements.
• Integrations – Connect operational data to finance.

The last accounting software is Odoo. It addresses small and midsize retail businesses, and it’s used by over 7 million businesses. Now that says something, agree? This cloud accounting software has so many great features such as managing bills and expenses, bank synchronization, invoicing, and many more. 

Having statistics, earnings reports, balance sheets, or cash flow statements is what every business owner should look for in an accounting tool. Besides the accounting solution, Odoo also offers marketing, warehouse management, and project management solutions. It’s no wonder their app is used by so many users as they come with lots of diverse solutions for brand owners.

Therefore, if you’re looking for a one-stop diverse solution for your retail marketing strategy, then check this out.

Billdu

Best for: Small businesses needing mobile-friendly invoicing and lightweight accounting.
Key features:

• Invoice templates – Branded invoicing and estimates.
• Mobile invoicing – Send/track invoices on the go.
• Expense tracking – Capture costs and receipts.
• Payment status tracking – Reduce late payments with visibility.

Billdu is a user-friendly accounting software designed for small businesses. Its simplicity is ideal for entrepreneurs who need to manage finances efficiently without deep accounting knowledge. The software’s accessible interface streamlines financial operations, making it a suitable choice for small teams and business owners.

The invoicing feature of Billdu is particularly noteworthy. Users can quickly create professional, customizable invoices. The software offers various invoicing templates that can be tailored to a business’s branding, including all necessary details like item descriptions, prices, and taxes, ensuring clarity and professionalism in every transaction.

Billdu’s invoicing app enhances its functionality by enabling on-the-go invoice management. Ideal for businesses with field staff or remote operations, the app allows for creating, sending, and tracking invoices from a smartphone or tablet, providing flexibility and convenience in today’s fast-paced business world.

Besides invoicing, Billdu offers essential features like expense tracking, financial reporting, and bank account integration for real-time financial oversight. This combination of features positions Billdu as an efficient, comprehensive accounting solution for small businesses, balancing ease of use with comprehensive financial management tools.

Carefully analyze each tool based on revenue recognition, lease accounting, or other requirements. In the end, it’s important to choose the tool that provides the most complete accounting and invoice service so there’s little to no manual work left for you.

TaxLeopard

Best for: Region-specific tax prep/bookkeeping workflows (availability varies).
Key features:

• Tax preparation – Support return preparation and lodgement (where supported).
• Bookkeeping/invoicing – Combine basics into one tool.
• Reporting – Summaries for compliance and planning.
• Workflow simplicity – Designed for non-experts.

TaxLeopard is revolutionizing the world of accounting software with its comprehensive suite of features tailored to meet the needs of businesses and individuals alike. With tools ranging from bookkeeping and invoicing to tax return preparation and BAS lodgement, TaxLeopard ensures seamless financial management. Its intuitive interface and robust reporting capabilities make it a standout choice for anyone seeking efficiency and accuracy in their accounting tasks.

What sets TaxLeopard apart is its holistic approach to financial management. Whether you’re a freelancer needing to register for ABN/GST or a business owner looking for streamlined bookkeeping solutions, TaxLeopard has you covered. The application’s seamless integration of essential accounting functions allows users to manage their finances with unprecedented ease.

Choosing TaxLeopard means investing in a future where accounting complexities are a thing of the past. Its user-friendly design and comprehensive feature set cater to the diverse needs of its users, making it the best accounting software tool on the market. Embrace the simplicity and effectiveness of TaxLeopard and take the first step towards hassle-free financial management.

Yooz

Best for: Accounts payable automation (invoice capture, approval, and payments).
Key features:

• Invoice capture – Import invoices from multiple channels.
• Approval workflows – Route approvals with controls and audit trails.
• PO matching – Reduce errors and fraud exposure.
• Reporting – Improve visibility into AP cycle time and cash planning.

 Ratings:

• G2: 4.4/5
• Capterra: 4.4/5

Yooz is a cutting-edge accounts payable automation software that simplifies the invoice processing workflow for businesses of all sizes. Designed to integrate seamlessly with your existing accounting software, Yooz streamlines the entire process of capturing, managing, and approving invoices. This automation reduces manual data entry, minimizes errors, and accelerates the payment cycle, making it easier to manage your finances efficiently.

What sets Yooz apart is its ability to handle high volumes of invoices with ease, offering real-time tracking and reporting that keeps you in control of your cash flow. It also features advanced security measures to ensure that your financial data remains protected. With Yooz, businesses can achieve greater efficiency and accuracy in their accounts payable processes, allowing them to focus on growth and innovation.

For companies looking to enhance their financial operations, Yooz offers a powerful solution that integrates smoothly with popular accounting systems like QuickBooks, Xero, and SAP. By leveraging Yooz’s automation capabilities, businesses can reduce costs, improve compliance, and gain valuable insights into their financial health.

Which are the best CRM software tools?

Solution	Best For	Key Feature	G2 Rating	Capterra Rating	Price
HubSpot CRM	All-in-one CRM for retail marketing, sales & service	Contact tracking & marketing automation	4.4★	N/A	Free (Paid hubs from $18/mo)
ClickUp	CRM-style pipelines + task/project execution	Custom CRM workflows & dashboards	4.7★	4.6★	Free (Paid from $10/user/mo)
Monday	Visual sales ops & cross-team workflows	Boards, automations & collaboration	N/A	N/A	From $9/user/mo
Pipedrive	Sales-focused retail CRM	Pipeline-first deal management	N/A	N/A	From $14.90/user/mo
Mailchimp	Email marketing + light CRM for retail	Segmentation & lifecycle automation	4.3★	N/A	Free (Paid from $13/mo)
EngageBay	Budget-friendly all-in-one CRM	CRM + marketing + helpdesk	4.7★	N/A	Free (Paid from $14.99/mo)

Hubspot CRM 

Best for: Retail teams that want CRM + marketing/sales/service in one scalable platform.
Key features:

• Contact & deal tracking – Centralize customer interactions.
• Email tracking – See opens/clicks and automate follow-ups.
• Meeting scheduling – Reduce friction in sales/service coordination.
• Live chat/forms – Capture leads and support inquiries.

Ratings:

• G2: 4.4/5 (HubSpot overall)

If you haven’t heard of the Hubspot CRM, maybe you’ve been living under a rock. Because let me tell you, my friend, their customer relationship management software is just fantastic. This tool can arm your sales team with time-saving solutions, it provides email tracking and notifications, prospect tracking, meeting scheduling, and also live chat. What is the best part of using it? 100% free! I think this pretty much says everything. 

If you wish for even deeper features, they also offer enterprise software for marketing, sales, customer service, content management, and operations.

The Hubspot CRM comes with a visual dashboard that offers real-time information of the sales funnel and you can easily track customer interactions. This retail marketing tool has lead generation and email marketing automation features and you can even see how your emails are performing. Also, marketing automation is in general very useful to lots of businesses especially when you need to measure performance, so have this in mind when researching for tools.

 

ClickUp

Best for: CRM-style pipeline management plus project/task execution for retail teams.
Key features:

• Custom pipelines – Build CRM boards and workflows.
  Automations – Reduce manual task/status updates.
  Dashboards – Visualize sales and operational KPIs.
• Integrations – Connect tools to centralize work.

Ratings:

• Capterra: 4.6/5
• G2: 4.7/5

Next on our list is the ClickUp software tool. Customer relationship management is not an easy job to do but with ClickUp you get a complex tool that enables teams with features such as: managing the sales pipeline, account management, data visualization tracking, and many more. 

Also, keep in mind that you can integrate other CRM tools into ClickUp to have all your data in one place. And even Google uses it, which is pretty safe-explanatory, right? 

Monday

Best for: Managing retail sales ops, pipelines, and cross-team workflows visually.
Key features:

• Visual boards – Track deals, tasks, and launches.
• Workflow automation – Notifications and rule-based updates.
• Multiple views – Kanban, timeline, dashboards for visibility.
• Collaboration – Comments, files, and shared ownership.

It’s important to keep an eye on what features CRM software offers, so your employees would enjoy using it. In the Monday app, team members can share files, images, boards and it even offers integrations with Jira, Google Drive, Mailchimp, and others. The interface is friendly, fun, and intuitive so no one would have a hard time understanding it. It also works well alongside PSA software, allowing businesses to manage both internal workflows and client-facing services in one ecosystem.

Give your teams a great CRM software tool like Monday to improve their communication and collaboration on plans, projects, or tasks. It’s already used by brands like Coca-cola, Hulu, L’oreal Paris, and others. So make sure to give this app a try. 

Pipedrive

Best for: Sales-driven retail teams that need a clean, pipeline-first CRM.
Key features:

• Pipeline management – Stage-based deal tracking.
  Activity reminders – Keep reps consistent with follow-ups.
  Email integration – Sync communications and templates.
• Reporting – Forecasting and performance insights.

Mailchimp

Best for: Email marketing, basic segmentation, and lifecycle automation for retail.
Key features:

• Email builder – Templates and drag-and-drop design.
  Segmentation – Target audiences by behavior and attributes.
  Automations – Abandoned cart, welcome series, re-engagement.
• Analytics – Opens/clicks and campaign performance reporting.

Ratings:

• G2: 4.3/5

Even though Mailchimp is primarily a MAP, the platform offers some great CRM solutions for the retail industry which work perfectly fine for freelancers, start-ups, and small businesses alike. It has mixed features that suit marketing and sales departments as well. 

Their audience dashboard shows pre-built segments like top locations, recent sources of growth, common tags, and even customer lifetime value (CLV). Basically, you can get a complex view of your audience, growth, engagement, and revenue reports that will help you discover patterns in your audience behaviors and see what’s working with your marketing strategy. 

So if you want to improve your strategies, make sure you have based data to know exactly what to change, update or push forward. What’s great is that you can also integrate other enterprise CRMs like Salesforce, for instance. 

EngageBay

Best for: All-in-one CRM/marketing automation for small retail businesses on a budget.
Key features:

• Email marketing – Broadcasts, sequences, and segmentation.
• CRM pipelines – Track leads and deals in one place.
• Landing pages/forms – Capture leads without extra tools.
• Helpdesk/live chat – Support customers and retain revenue.

Ratings:

• G2: 4.7/5

EngageBay is your one-stop shop when it comes to handling the nitty-gritty of running a small business. It’s like a Swiss Army knife in the world of marketing, sales, and customer service. On the marketing front, it’s a robust platform that offers everything from email marketing and social media promotions to landing pages, essentially automating a good chunk of your marketing tasks. It’s like having your own dedicated marketing team, just without the extra personnel!

When it comes to sales, EngageBay steps up its game with features that allow you to track and nurture leads. Imagine keeping a close eye on potential customers and giving them the tender loving care they need to convert from prospects to actual customers. It doesn’t stop at bagging customers, though; EngageBay extends its utility to the customer service domain, ensuring you retain your hard-earned clients with top-notch service.

And the cherry on top? EngageBay is designed with the small business owner in mind. It’s user friendly, doesn’t have a steep learning curve, and won’t leave your wallet empty. Plus, it’s customizable, so you can make it fit your unique business style like a glove. As a bootstrapped entrepreneur or small business owner, having a super affordable all-in-one CRM tool like EngageBay at your disposal can be a game-changer, significantly easing your workload and giving you more time to focus on growing your business.

Which are the best E-commerce software tools?

1. Wix
2. Shopify
3. WooCommerce 
4. Squarespace
5. GoDaddy 
6. AutoDS

Wix

Best for: Quick-to-launch retail sites with flexible design and built-in commerce.
Key features:

• Website builder – Templates + drag-and-drop editing.
• eCommerce tools – Products, orders, payments, shipping.
• SEO basics – Metadata and site performance helpers.
• App marketplace – Extend functionality as you grow.
   

Ratings:

• G2: 4.2/5
• Capterra: 4.4/5

Wix is loved and known for its super accessible and intuitive landing pages solution. You can easily create and manage a website without needing to pay a professional designer to do it. Now that sounds quite amazing, right?  

It’s also fun to customize your website by using their wide variety of templates that have video backgrounds, a lot of font styles, and even animation so you can display your beautiful products or items in a stunning layout design. But no worries, you can also edit the template to suit your own brand and style and you can add your brand’s logo and maintain the brand’s consistency.

If you didn’t realize this yet, Wix is great to use as your e-commerce software tool as it offers the perfect e-commerce portal to display products, manage orders and payments. Having a beautiful website can improve your chances of selling more products. Customers love a great design and they even tend to spend more time on it because of that. So definitely take a look at Wix when you’re in search of an e-commerce tool for your retail business. 

Shopify

Best for: Scaling eCommerce brands with a strong app ecosystem and checkout performance.
Key features:

• Storefront + checkout – Reliable commerce foundation.
• App Store – Add loyalty, subscriptions, upsells, etc.
• Multi-channel selling – Web, social, marketplaces, POS.
• Analytics – Sales and customer reporting (plan-dependent).

Ratings:

• G2: 4.4/5

Shopify is another great option to try for your e-commerce software tool. In just a few minutes you can have an impressive online shop by using Shopify’s website builder. No need for hiring a professional web designer as you can easily design a website by yourself. Promise you that their app is super intuitive so no worries are needed. This comes in great help especially for small business owners or start-ups that can’t invest a lot of money in web design.

Shopify also helps retailers to sell their digital products online and easily reach their customers. This web-based e-commerce platform has an integrated mobile POS system which is pretty great for having more tools in one place. Businesses can quickly manage their in-store transactions as well as at markets, pop-ups, and trade shows. Another powerful feature of Shopify is its seamless integration with print-on-demand and dropshipping services, which allows businesses to expand their product offerings without maintaining extensive inventory.

And the best part? You can integrate your Google Analytics and use Shopify’s analytics module to track sales, clicks, visits, and more insights. And if you’re aiming to run an enterprise-level business on Shopify, the platform offers a multitude of apps to leverage. You can store and effectively utilize data from various Shopify apps by connecting to a Shopify database. Make sure to give it a try and convince yourself how easy and fast you can accomplish things by using Shopify (Try Shopify for free to experience).

WooCommerce

Best for: WordPress-based stores wanting maximum flexibility and plugin extensibility.
Key features:

• WordPress integration – Commerce on top of your CMS.
• Plugin ecosystem – Payments, shipping, subscriptions, etc.
• Customizable checkout – Tailor flows to your store model.
• Inventory/order tools – Manage catalog and fulfillment basics.

Ratings:

• G2: 4.5/5
• Capterra: 4.5/5

WooCommerce helps retailers to create e-commerce websites by using pre-made themes, templates, product-page layouts, and checkout-page designs. As I already mentioned, taking good care of how you invest your money, especially at the very beginnings of a business, it’s an important step. So instead of paying hundreds of dollars to a designer switch to WooCommerce, and design the website yourself. 

Besides that, store owners can use the platform for order management, customer management, and sales optimization as well. To sum it up, WooCommerce allows users to sell physical, digital products or goods online in just a few clicks. Additionally, retailers are also able to have in-person sales through use of a plugin like WooCommerce POS that would sync their inventory levels across their website and physical locations.

By using this platform, you can offer customers different shipping options such as pick-up, local delivery, and others. Moreover, you can integrate Paypal and Stripe for payment integration functionality. When you’re in search of e-commerce tools and want to spice things up when it comes to retail marketing tools, or even more specifically, improve your ecommerce marketing efforts, keep this in mind as well.

Squarespace

Best for: Design-forward retail sites that prioritize brand aesthetics and simplicity.
Key features:

• Templates – High-end layouts for premium merchandising.
• Commerce tools – Products, inventory, tax/shipping settings.
• Content tools – Blogging and pages for brand storytelling.
• Built-in hosting – Simplify technical overhead.
  

 Ratings:

• G2: 4.5/5
• Capterra: 4.6/5

Squarespace is a super intuitive website builder. In fact, you don’t need any technical expertise to create a stunning e-commerce site for your business, as it’s super intuitive and offers great templates to begin with. With a simple drag and drop, you can achieve a website design that would look like it was made by a pro.

This platform also comes with features such as email marketing or scheduling software tools, so if you’re looking for a platform where you can accomplish more things at once, make sure to check this one out. Having a professional-looking website increases your chances of selling more products, as people will spend more time on it. Did you know that Elon Musk’s The Boring Company has used Squarespace to build its website? If this works perfectly for Elon’s company, then you should give it a try for sure!

GoDaddy

Best for: Non-technical users needing a basic site + commerce quickly.
Key features:

• Quick site setup – Fast templates and guided creation.
• Payments – Simple selling and checkout options.
• Marketing add-ons – Email and promotions (plan-dependent).
• Domain/hosting bundle – One vendor for fundamentals.

Ratings:

Capterra: 4.2/5

The last example of an e-commerce software tool is GoDaddy. It’s great for people that don’t consider themselves very tech-savvy. The process of creating your e-commerce website is fast and they have quite a few features to make the final design outstanding. 

Having a great design to display your items and products it’s very important as this will be the first thing people will notice about your brand – especially when you don’t have a physical store. Make sure your website is clean and that it represents your brand perfectly. Of course, brand consistency is vital throughout all your social media channels, so have this in mind while designing your website. 

And don’t forget about the customer experience your users will have on your website. Assure yourself that it is an easy-going one as it will help you in selling more products. 

GoDaddy also offers email marketing, social media management, a CRM solution and you can use it even as a content creator for designing posts. Give it a try to see how it will impact your retail marketing strategy. 

AutoDS

Best for: Dropshipping automation (sourcing, listing, price/inventory sync, fulfillment).
Key features:

• Product sourcing – Find and test trending products faster.
• Listing automation – Push products to connected stores.
• Price & stock monitoring – Reduce oversells and margin leakage.
• Order automation – Streamline fulfillment and tracking updates.

Ratings:

• G2: 3.9/5
• Capterra: 4.0/5

AutoDS is a powerful dropshipping automation platform built for eCommerce sellers who want to streamline product sourcing, listing, and fulfillment. It connects with top platforms like Shopify, WooCommerce, and eBay, making it easy to manage your store from one place.

With AutoDS, you can find trending dropshipping products, automate pricing and inventory updates, and handle order fulfillment with just a few clicks. This saves time, reduces errors, and helps you stay competitive in fast-moving retail markets.

Which are the best retail management software tools?

Solution	Best For	Key Feature	G2 Rating	Capterra Rating	Price
Wix	Fast-launch retail sites with flexible design	Drag-and-drop site builder	4.2★	4.4★	Free (eCommerce from $27/mo)
Shopify	Scalable eCommerce brands	App ecosystem & optimized checkout	4.4★	N/A	From $39/mo
WooCommerce	WordPress-based stores	Plugin extensibility & customization	4.4★	4.5★	Free (hosting/plugins extra)
Squarespace	Design-led retail websites	Premium templates & simplicity	4.5★	4.6★	From $27/mo
GoDaddy	Simple eCommerce for non-technical users	Quick setup & bundled hosting	N/A	4.2★	From $14.99/mo
AutoDS	Dropshipping automation	Product sourcing & order automation	3.9★	4.0★	From $26.90/mo

Let’s talk about each one. 

1. Quant software

Best for: Assortment, planograms, and retail space/merchandising optimization.
Key features:

• Planograms – Optimize layouts based on sales performance.
• Reporting – Merchandising and category insights.
• Distribution – Share planograms and updates to stores.
• Ordering support – Connect to (semi) automated replenishment flows.

It offers optimized planograms according to sales, advanced reporting, connection to (semi) automatic ordering, a modern web interface for planogram distribution and communication, and many, many more. Test the Quant software and see if it suits your retail business needs. 

2. Price2Spy

Best for: Competitor price monitoring and repricing intelligence for e-commerce retail.
Key features:

• Price monitoring – Track competitor price changes at scale.
• Alerts – Get notified on meaningful pricing movements.
• Reporting – Compare across competitors/assortments.
• Repricing support – Inform pricing strategy and margin control.

 Ratings:

• G2: 4.8/5
• Capterra: 4.7/5

This retail management software tool addresses small and large online retailers and it basically offers solutions to monitor prices, track statistics and make comparisons. Being in the retail industry is already challenging, so this tool will help you to easily identify competitors, see the price differences, and therefore, help you to better market your position. 

Moreover, you’ll be able to gather all the pricing information and be more up-to-date with the latest prices your competitors have. There are a lot more great features that will improve your overall retail management strategy so make sure to test Price2Spy out.

3. Prisync

Best for: Dynamic pricing and competitor tracking for retailers with large catalogs.
Key features:

• Competitor tracking – Monitor pricing and stock levels.
• Pricing analytics – Identify opportunities to protect margin.
• Alerts – React quickly to market movements.
• Reporting – Share pricing insights with stakeholders.
  

 Ratings:

• G2: 4.7/5
• Capterra: 4.8/5

The platform has quite a few features that you can also use such as checking stock availability monitoring, seeing insights about the pricing analytics, and even turning on email alerts and different kinds of notifications.     

4. Qminder

Best for: In-store queue management, appointments, and visitor experience for brick-and-mortar.
Key features:

• Queue management – Reduce wait-time friction and walk-out risk.
• Appointment handling – Organize scheduled and walk-in traffic.
• Analytics – Track service performance and peak loads.
• Integrations/API – Feed data into BI/CRM systems.

Ratings:

• G2: 4.6/5
• Capterra: 4.8/5

The analyzed data and statistics are a vital part of your brand’s growth strategy. Assure yourself that you use a retail marketing tool that offers concrete insights and details. Therefore, you’ll be able to make data-based decisions for different marketing strategies.

With Qminder you also can enable your service management, daily operation, and see concrete performance reviews. The platform even integrates with API to feed all the data into your CRM or BI system. When in need of a retail management software tool, make sure to give it a try. 

5. Bindy

Best for: Field execution, retail audits, and multi-location operational compliance.
Key features:

• Forms/checklists – Standardize store audits and tasks.
• Photo/video proof – Improve accountability and visibility.
• Dashboards – Monitor compliance and execution in real time.
• Reporting – Capture performance trends by region/store.

Ratings:

Capterra: 4.9/5

Bindy is another option that you should take into consideration. The app helps to automate tedious and time-consuming tasks so you can work smarter and more efficiently. Bindy offers forms, maps, charts, calendars, and helps to gather all the data. Therefore, you can improve your retail management strategy based on informed decisions.

They’ve come up with lots of features such as customizable forms, set permissions, share data, real-time information, and more. So make sure to check it out!

And now let’s move on to the final category. 

6. SafetyCulture

Best for: Digital inspections, quality/safety standards, and operational consistency at scale.
Key features:

• Inspections & checklists – Standardize audits across locations.
• Issue tracking – Assign actions and monitor completion.
• Reporting – Central dashboards for performance visibility.
• Mobile app – Run audits on-site with evidence capture.

Ratings:

• G2: 4.6/5 
• Capterra: 4.6/5

SafetyCulture, formerly known as iAuditor, is a flexible platform that provides various features for retail management, including inventory management, asset management, and reporting. This platform is available as a web-based software and mobile application, and it simplifies the process of managing safety and quality standards in retail stores. With SafetyCulture, retailers can easily track and monitor their performance while identifying areas that need improvement.

Which are the best retail POS software tools?

1. Erply
2. Stripe
3. Paypal
4. Apple Pay
5. Google Pay

As previously, we’ll talk about each one of these.

Erply

Best for: Retail POS plus inventory and customer database basics for stores needing a flexible system.
Key features:

• POS – Process sales and returns in-store.
• Inventory management – Track stock and movement.
• Customer database – Maintain customer profiles and history.
• Integrations/API – Connect with commerce and reporting tools.

Ratings:

• G2: 3.4/5
• Capterra: 4.3/5

How great is it to live in a digital world where you can make payments instantly? Erply offers a key element for any retail business: a point of sale – also known as a POS system. Besides this, the platform also offers some customer databases and inventory management solutions. 

The platform has all the functionalities of a POS system like free stocking, invoicing, and dashboard apps. Most importantly, Erply offers secure payments for shops, integrations with Shopify, API, basically a retail POS that’s flexible, accessible, and super functional. Definitely worth a shot.

Stripe 

Best for: Payment processing infrastructure for online businesses and platforms.
Key features:

• Payments API – Accept cards and local payment methods.
• Multi-currency – Support international buyers.
• Fraud tools – Risk controls to reduce chargebacks.
• Billing add-ons – Subscriptions and invoicing (as needed).

 Ratings:

• G2: 4.3/5
• Capterra: 4.6/5

I’m sure you’ve heard of Stripe, as it’s used by millions of businesses of all kinds and sizes. It has a set of unified APIs and tools to accept payments, send payouts, and manage everything about your online business. 

Stripe is also great for enabling your business to accept international debit cards, credit cards, and currencies. You can also use it for both web and mobile payments – which will be for sure greatly appreciated by your customers. Stripe offers limited analytical capabilities, but it supports multiple integrations with BI tools such as Stripe to BigQuery or Looker Studio.

The platform offers what any business would need: a professional retail POS software tool that offers customers an impressive customer experience. 

Paypal

Best for: Widely recognized checkout option for online payments and cross-border transactions.
Key features:

• PayPal checkout – Trusted payment method for consumers.
• Invoicing – Request payment with invoices/links.
• International support – Broad market coverage and currency handling.
• Buyer/seller protections – Dispute mechanisms and risk tools.
   

Ratings:

• G2: 4.4/5
• Capterra: 4.6/5

By using Stripe, business owners can accept payments from over 200 markets with just a single account. For easy payments and transactions, make sure to check out Paypal and its accounting integration, QuickBooks PayPal. 

Apple Pay

Best for: Fast, secure contactless payments for Apple-first customer bases.
Key features:

• NFC payments – Tap-to-pay experiences in-store.
• Tokenization – Enhanced security versus raw card data.
• Express checkout – Faster conversion on supported devices.
• Broad PSP support – Works via payment processors/terminals that enable it.

Keep in mind that you’ll need an additional merchant account provider as Apple is not one of them. So you’ll need to pay that transaction fee, but at least, Apple doesn’t charge any additional fees. 

Google Pay

Best for: Seamless wallet payments for Android/Google users online and in-store.
Key features:

• Tap-to-pay – NFC transactions with supported terminals.
• Online checkout – Reduced friction for mobile buyers.
• Security – Tokenization and device-level protections.
• Compatibility – Works through many processors and platforms.

Similar to Apple pay, Google Pay is not a merchant account provider, so if you don’t already have one, you’ll need to set one up separately. Make sure to give Google Pay a try!

Conclusion

It’s been quite a ride, thank you for sticking with me till the end. Hopefully, you’ll find these retail marketing tools helpful, but if you’re interested in finding more, then take a look at some digital marketing tools or real estate marketing tools recommendations. You’re still not quite sure what tools to use? No problem, start by making free accounts and experimenting with these platforms to get a sense of what they do, how they perform and choose the one that fits your brand. 

By using the right combination of retail marketing tools, your brand can accomplish tasks and projects faster, set clear and documented strategies, and finally, reach its goals. Give yourself some time and find out exactly what your brand needs. Then, choose the appropriate retail marketing tool and make history!