Discover folk - the CRM for people-powered businesses
Klaviyo sends emails. Revenue still falls apart in the handoff.
A CRM for Klaviyo users matters when growth depends on more than opens and clicks: lead ownership, deal stages, follow ups, and a single record of truth across teams.
Klaviyo excels at segmentation, automations, and email or SMS performance. It does not manage pipelines, account context, sales activities, or relationship history.
A CRM turns Klaviyo signals into action: it centralizes contacts and companies, assigns owners, tracks opportunities, and keeps every touchpoint tied to pipeline and revenue.
What is Klaviyo?
Klaviyo is a marketing automation platform built around customer data and lifecycle messaging.
It powers email and SMS campaigns, automated flows, and segmentation based on real behavior, such as signups, purchases, product views, and repeat buying patterns. Teams use it to run retention and revenue programs that react to events in near real time, not static lists.
Klaviyo typically supports:
- Automated flows for welcome, abandoned cart, post purchase, replenishment, win back
- Segmentation built on attributes and events to target the right audience fast
- Personalization that adapts content to customer context and activity
- Analytics for campaign performance and revenue attribution across messaging programs
- Integrations that pull data from ecommerce, forms, and other customer touchpoints
Is Klaviyo a CRM?
Klaviyo is not a sales CRM.
Klaviyo calls itself a CRM in a B2C sense: it centralizes customer profiles, events, segmentation, and lifecycle messaging so retention teams can act on real behavior.
Klaviyo does not run core sales workflows such as:
❌ Opportunity and pipeline management (deal stages, close dates, forecasting)
❌ Lead and account ownership across a sales team
❌ Tasks, follow ups, and sales activity tracking as a daily system of record
❌ Sales notes, meetings, and relationship history built for reps
❌ Account based reporting tied to pipeline, not only campaigns
Klaviyo excels at marketing automation and customer data for ecommerce and B2C lifecycle programs. A dedicated CRM covers pipeline execution, relationship management, and revenue operations.
Why Klaviyo Users Need a CRM?
Klaviyo improves messaging performance. It does not coordinate revenue execution.
As soon as multiple people touch the same account or high value customer journey, gaps appear: inconsistent follow ups, fragmented context, duplicate records, and no single place to track what happens next.
A CRM fixes the operational layer around Klaviyo:
- Unifies customer and account context so sales and success act on the same truth, not scattered notes
- Adds ownership and accountability with clear owners, tasks, and next steps
- Tracks pipeline and expansion for high value deals, renewals, upsells, or partnerships
- Keeps relationship history readable across email, meetings, notes, and key touchpoints
- Improves data quality with enrichment, deduplication, and structured fields
- Turns Klaviyo signals into action by converting segments and events into prioritized follow up workflows
Klaviyo runs lifecycle messaging. A CRM runs the system that turns customer intent into pipeline, retention motions, and predictable revenue.
7 Best CRMs for Klaviyo Users in 2026
1. folk CRM
Rating
⭐⭐⭐⭐⭐(G2)
Overview
folk is an AI, relationship first CRM built for teams that want clean data, fast follow ups, and a shared system that stays close to real conversations. It centralizes contacts, companies, and pipelines, then keeps context visible with email and calendar sync. For Klaviyo-centric stacks, folk works best as the operational layer: it turns customer signals into owned workflows, tasks, and pipeline movements, without adding heavy admin overhead.
Pros
- Fast setup and high adoption for small to mid-size teams
- Strong contact enrichment and clean records for better qualification
- Email and calendar sync keep relationship context easy to act on
- Simple pipelines and collaboration support consistent execution across teams
Cons
- Klaviyo still handles campaign automation and lifecycle messaging
Pricing
Standard: $17.5 per member per month (billed yearly)
Premium: $35 per member per month (billed yearly)
Custom: from $70 per member per month (billed yearly)
👉 Try folk CRM for Klaviyo for free
2. HubSpot CRM
Rating
⭐⭐⭐⭐(G2)
Overview
HubSpot fits teams that want a CRM tied to a broader customer platform, with strong contact management, deal tracking, and automation. It works well alongside Klaviyo when lifecycle messaging stays in Klaviyo, while HubSpot runs the sales workflow: ownership, pipeline stages, tasks, notes, and reporting. The ecosystem also supports deep integrations across ads, website tools, support, and data ops for multi-team execution.
Pros
- Strong alignment across marketing, sales, and service workflows
- Clean pipeline management with solid automation for sales execution
- Large integrations ecosystem for syncing customer data across tools
- Scales well for structured sales teams and multi-stakeholder deals
Cons
- Total cost often rises fast with seats, hubs, and higher tiers
- Admin complexity increases as customization and reporting expand
- Some capabilities depend on plan mix and packaging choices
Pricing
Starts at $20 per seat per month (billed monthly).
3. Pipedrive
Rating
⭐⭐⭐⭐(G2)
Overview
Pipedrive is a pipeline CRM built for teams that want deal visibility and follow up discipline. It fits Klaviyo stacks when email and SMS stay in Klaviyo, while the CRM runs ownership, stages, activities, and next steps. It keeps execution simple: every lead gets an owner, every deal gets a stage, and every rep gets a clear list of actions to move opportunities forward.
Pros
- Strong pipeline UX that drives consistent follow ups
- Clear activity and task system for sales execution
- Solid reporting on deal progress and rep performance
- Large integrations ecosystem to connect data across tools
Cons
- Relationship context stays less central than inbox first CRMs
- Costs increase with add ons and higher tiers
Pricing
Starts at $24 per seat per month (Lite plan, billed monthly)
4. Zoho CRM
Rating
⭐⭐⭐⭐(G2)
Overview
Zoho CRM fits teams that want a customizable CRM with solid automation and a wide ecosystem, without moving into enterprise complexity. It supports structured lead management, deal stages, and repeatable sales workflows, while staying flexible enough for different pipelines, fields, and processes. It also pairs naturally with the broader Zoho suite when a unified stack matters.
Pros
- Strong customization for fields, modules, and pipelines
- Good automation and reporting for the price tier
- Broad ecosystem of apps and integrations for scaling ops
- Good fit for teams that need structure without enterprise overhead
Cons
- UI and setup can feel heavy compared to lightweight CRMs
- Advanced features often require higher editions
- CRM quality depends on process discipline and data governance
Pricing
Starts at $20 per user per month (Standard, billed monthly).
5. Salesforce Starter Suite
Rating
⭐⭐⭐⭐(G2)
Overview
Salesforce Starter Suite fits teams that want a scalable CRM foundation and expect more complex operations over time. It centralizes accounts, contacts, opportunities, tasks, and reporting, then supports deeper governance as the organization grows. It can coexist with Klaviyo by keeping lifecycle messaging in Klaviyo while Salesforce runs pipeline execution, account ownership, and enterprise-grade reporting.
Pros
- Strong data model for accounts and opportunities
- Reporting depth and governance for scaling teams
- Massive ecosystem of integrations and extensions
- Good long term path to more advanced Salesforce products
Cons
- Heavier setup and admin overhead than lightweight CRMs
- Complexity increases quickly as customization expands
- Total cost can rise fast with add ons and higher tier products
Pricing
$25 per user per month (billed monthly)
6. Attio
Rating
⭐⭐⭐⭐(G2)
Overview
Attio fits teams that want a modern, flexible CRM built around data models, lists, and workflows instead of rigid modules. It keeps contact and company records structured, supports custom objects, and scales across multiple teams when sales and ops need tighter control than a lightweight CRM. In a Klaviyo-centric stack, Attio typically complements lifecycle messaging by handling ownership, pipeline execution, and account-level process without forcing a suite-style setup.
Pros
- Flexible data model with strong customization for lists, fields, and objects
- Good fit for multi-team sales motions that require structured workflows
- Modern UX that stays fast even as the database grows
- Strong foundations for integrations and automation layers
Cons
- More configuration than lightweight CRMs, slower time-to-value for lean teams
- Email marketing and SMS stay outside the product, separate stack required
- Advanced capabilities push teams toward higher tiers
Pricing
Free: $0 (up to 3 seats)
Plus: $29 per user per month (billed yearly)
Pro: $69 per user per month (billed yearly)
Enterprise: $119 per user per month (billed yearly)
7. Copper
Rating
⭐⭐⭐⭐(G2)
Overview
Copper is a Google Workspace–native CRM built for teams that want CRM workflows inside Gmail and Google Calendar. It focuses on contact and account management, pipeline tracking, and lightweight automation without a heavy admin footprint. Copper fits B2B teams that live in Google tools and want a CRM that feels closer to an inbox than a complex ops system.
Pros
- Tight Gmail and Google Calendar experience for daily sales work
- Clean pipeline tracking and activity visibility for structured follow-ups
- Good fit for Google-first teams that want faster adoption
- Solid ecosystem for integrations and automation via connectors
Cons
- Best fit stays Google Workspace–centric, less flexible for mixed stacks
- Automation and reporting depth scale with higher tiers
- Admin and cost grow as teams move up plans
Pricing
Starts at $12 per seat per month (Starter, billed monthly).
Best CRMs for Klaviyo Users in 2026: Recap Table
Conclusion
Klaviyo runs lifecycle messaging. A CRM runs the revenue workflow around it.
folk ranks #1 for Klaviyo users who want fast adoption, clean data, and consistent follow ups without heavy admin. It keeps relationship context close to email and calendar, so teams act on signals instead of letting them sit in dashboards.
For teams that need a broader suite and deeper cross-team workflows, HubSpot is a strong alternative. For pipeline-first execution and strict follow-up discipline, Pipedrive remains a safe pick.
The right CRM is the one that stays used daily, keeps data clean, and makes ownership and next steps impossible to miss.
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