CRM email marketing helps businesses utilize the combined potential of CRM and email marketing to enhance marketing campaigns and bring greater returns. Managing and tracking customer interactions is essential for every business. However, it is tricky to manage contacts and send emails separately.
By choosing CRM with email marketing, you can streamline your communication, personalize your campaigns, send bulk emails and ultimately drive greater returns.
Approximately 93% of B2B marketers use email campaigns to distribute their promotions and offers. In 2020, the global market of email marketing was 7.5 billion US dollars. According to Statista, it is going to increase to 17.9 billion by 2027.
In this article, we’ll explore the top CRM email marketing tools that can transform your marketing efforts.
Zoho CRM
Improve your ROI by combining email marketing and CRM systems and accelerate email marketing campaigns with Zoho CRM. It is one of the best CRMs for email marketing that simplifies email marketing and utilizes the advanced functionalities of CRM in your email marketing efforts.
Connect your existing tools with it and easily identify the leads that convert. Zoho CRM enables you to drive engagement and grow your business by increasing sales and personalizing your sales and marketing campaigns. It eliminates the gap between sales and marketing by integrating with Zoho Campaigns, Mailchimp, and others.
Zoho Email Marketing CRM Pros
Sync contacts
Integrate with more than 100 business apps
Zoho CRM can be integrated with your
Omnichannel communication
Zoho Email Marketing CRM Cons
Features can be overwhelming for small business
No FREE forever plan
Most email marketing tools offer just basic features, including open and close rates, clicks, etc., But Zoho CRM empowers you to track which leads convert into customers in how much time so that you can monitor the ROI. I loved this functionality in Zoho.
Pipedrive
Build a large customer base by crafting beautiful emails with Pipedrive and establishing brand trust among your customers. It provides email templates, an email builder, and other features to help you win leads’ attention.
You will get customizable layouts, analytics, filtering, and tracking features to create and send emails easily. Pipedrive offers an easy-to-use and powerful interface that helps you start using this software without any training. I could easily keep data visible, simple, and accessible and manage tasks. Using the drag-and-drop option, I could create a layout or choose from templates.
| Pros | Cons |
|---|---|
| ✅ Easy to organize contacts | ❌ Reporting and analytics features could have been better |
| ✅ Tracking feature is cool | ❌ Reporting and analytics features could have been better |
| ✅ Lead nurture management is easy | |
| ✅ Intuitive dashboard |
Furthermore, PipeDrive provides email analytics, a builder, and segmentation so that you can improve your email marketing campaigns and attract more prospects easily.
Salesmate
Automate your marketing campaigns with Salesmate’s email marketing CRM application and build an effective relationship with your customers by sending personalized emails. It allows you to measure the performance of email campaigns and track which one works for you more.
Search for perfect leads and make a list of contacts to send personalized emails. Salesmate offers many filter options so that you can filter out targeted contacts easily. In addition, you can assign tags to your contacts to track them if they are in multiple campaigns.
| Pros | Cons |
|---|---|
| ✅ Implementation and usability is simple | ❌ Supports only English |
| ✅ Gives you proper insights | ❌ Color and font customization is not handy |
| ✅ Easy-to-use dashboards |
I noticed that I could utilize marketing automation that performs multiple tasks for you so that you can focus on building great relationships. Salesmate provides more than 45 Conditions, Actions, and Triggers to make your automation journey smoother. Finally, you set goals and measure success of your marketing campaigns with real-time data and improve performance.
Try Salesmate for 15 days or choose a plan starting from $23/month/user.
Agile CRM
Streamline your sales and marketing process with Agile CRM and send personalized email campaigns to reach better and grow faster.
If you are looking for the best CRM for agencies, this is a good option. Its automation features allow you to send automated emails and reach numerous leads with no/less effort. With this software, you can increase your lead generation and engagement to achieve your goals.
| Pros | Cons |
|---|---|
| ✅ Intuitive interface | ❌ Complex learning curve |
| ✅ Lead management is simple | ❌ Limited options to customization |
| ✅ Reporting is fast and clear | |
| ✅ Workflow automation |
Agile CRM enables you to create amazing emails with its email templates. You can select any template and use the drag-and-drop option of Email Builder, along with other elements, like signatures, images, videos, and attachments, to create your personalized emails.
Utilize its text editor tool to write your emails and send them to your prospects. In order to send bulk emails, you can create a list by using system filters based on products, geographical locations, age groups, professions, and more.
EngageBay
Experience the modern way of email marketing with CRM systems in your business and increase your sales. EngageBay helps you identify new opportunities and deliver what a customer wants. It allows you to send bulk emails at a scheduled time to engage customers with your products and services.
Many users wonder, “Can CRM send emails?”
Yes, CRM like EngageBay helps you send personalized emails, updates, promotional messages, newsletters, notifications on new launches, and more. You can leverage the advantage of this software by doing all sales and marketing jobs in a single place with multiple tools.
| Pros | Cons |
|---|---|
| ✅ Smooth interface | ❌ Steep learning curve |
| ✅ Great support team | ❌ Difficult to read stats |
| ✅ User-friendly |
Use EngageBay for free or choose a plan from $12.74/user/month.
Method
Keep your email marketing campaigns on the right path with Method email marketing software. It helps you personalize your emails to attract prospects in a more convenient way. You can easily filter out the marketing emails to deliver emails in groups. I found the segmentation of emails effortless based on region, preferences, gender, age groups, etc.
Deliver engaging emails that speak on your behalf to your customers and let them buy your products and services. Method’s no-code solution enables you to customize email templates easily without any developers. In addition, you can personalize those templates by adding promotional messages, invoices, payment reminders, and more.
| Pros | Cons |
|---|---|
| ✅ Understandable customization | ❌ Navigation is tricky |
| ✅ Great support team | ❌ Segmenting contacts is difficult |
| ✅ Easy documentation | |
| ✅ Flexible pricing |
The price starts at $25/user/month along with a free trial.
Bitrix24
Automate your CRM email marketing with Bitrix24 and increase your sales. It synchronizes two-email CRM systems to let you maintain good relationships with your customers. From your incoming emails, it create leads automatically and makes your job simpler.
Bitrix24 enables you to connect email marketing with CRM so that you can send personalized marketing emails to your prospects easily. You can segment the emails to send bulk emails and never miss any prospects. With its editable templates, you can choose any templates for your email campaigns and customize it according to your requirements.
| Pros | Cons |
|---|---|
| ✅ User-friendly CRM and email marketing tools | ❌ UX is not that good |
| ✅ Easy-to-deploy | ❌ Reporting can be better |
| ✅ Dynamic interface | |
| ✅ Automation is a plus |
If you are searching for the best free CRM tools, try Bitrix24, free for unlimited users or choose any paid monthly plan.
Capsule
Get an easy-to-use tool for your email campaigns and take your marketing to the next level with Capsule. I found running campaigns with Capsule contacts and tracking the audience behavior pretty easily.
Capsule provides customizable email templates that enable you to attract more leads from your email campaigns. Transpond will do your tasks, giving you an opportunity to focus on development. Capsule’s advanced automation can drive the outcomes and allows you to target making decisions on marketing needs.
| Pros | Cons |
|---|---|
| ✅ Intuitive and easy-to-use interface | ❌ Tracking emails is a little tricky |
| ✅ Highly customizable | |
| ✅ Account and contact management becomes easier |
Get clear analytics to understand how your leads interact with your emails. Capsule’s powerful insights let you track who has opened the email, from which device, what the location is, etc. Furthermore, you can deliver the right promotional messages and offers to the right contacts easily.
The price starts from $18/user/month. You can take a 14-day free trial to know its efficiency.
SugarCRM
Many users question, “Is CRM just email marketing”
Actually, it’s deeper than that.
You can generate more revenue and profits by reaching customers with a simple and powerful automated email marketing tool SugarCRM. It offers email marketing and CRM tools so that you can reach more potential customers by sending the right message at the right time. You can create bulk emails and multiple-stage campaigns for your prospects to attract them.
SugarCRM’s drag-and-drop editor enables you to customize templates, and real-time display gives you the flexibility of creating new and attractive emails. It ensures your discount coupons, promotional messages, notifications, cart reminder messages, etc., go to the right contacts. You can also track which emails impact more with its robust A/B testing tools.
| Pros | Cons |
|---|---|
| ✅ Customizable fields | ❌ No free trial |
| ✅ Segmentation functionality is easy | |
| ✅ Sending bulk emails is possible |
I like that SugarCRM lets you preview your emails before sending them to ensure quality emails. Also, you can trigger interactions with prospects based on their preferences and activities using Sugar Market Visual Builder. The pricing starts at $49/user/month.
Vtiger
Vtiger allows to segment contacts, capture emails, accelerate marketing campaigns, and attract customers. You can send personalized emails, including offers, discounts, promotions, payments, etc., and convert more leads into customers.
Using email automation, I could effortlessly send bulk emails by configuring marketing workflow and setting some conditions. As a result, I could focus on essential tasks. Vtiger’s customizable templates enable you to craft beautiful emails with drag-and-drop functionality.
| Pros | Cons |
|---|---|
| ✅ Easy-to-use dashboard | ❌ Search functionality can be better |
| ✅ Customizable templates | ❌ Easy-to-use dashboard |
| ✅ Reliable alert and tracking system |
Take a free trial to learn more about Vtiger.
What Is CRM Email Marketing?
CRM email marketing is a strategy used by businesses to connect customer relationship management and email marketing to send personalized promotional messages, discount coupons, order summaries, payment reminders, and more to potential customers.
Implementing CRM email marketing in your business helps you automate email campaigns, allowing you to send targeted promotional messages to the right customers at the right time.
CRM is a powerful tool that collects and stores customers’ data, like purchase histories, names, emails, etc., in a centralized place. It also categorizes the data into different groups based on locations, activities, ages, and more. When combining email marketing with CRM, you can leverage the benefit of categorized data to send personalized emails easily.
Benefits of CRM Email Marketing
Improved Customer Relationship
CRM helps you retain your best customers. But when it’s integrated with email marketing, it becomes more powerful, and you find customer relationships and email marketing on a single page. When you use both solutions together, you get the option of sending personalized emails tailored to a specific group of contacts. This helps you give your customers a better experience, saves your time, and increases sales.
Better Performance
You can use data from your CRM systems to carry out email marketing campaigns by taking an effective approach to marketing and creating a targeted email for your potential customers.
In addition, you can grow your revenue by segmenting contacts into different groups and sending bulk emails with relevant and personalized messages. The automation and reporting functions empower you to make data-driven decisions and take a strategic approach toward lead conversions. As a result, your sales performance will increase.
Complete Transparency
While using CRM with email marketing, you will find complete transparency in contact information to segment them into groups. When the report is generated, sales and marketing teams can access which emails work the best and how many leads turn themselves in. Also, this information allows you to track employee activities and enhance their productivity.
Save Time
Accessing CRM and email marketing separately can decrease work efficiency. Combining both solutions not only gives you the freedom to send targeted emails in less time but also reduces your effort with automation.
How to Select the Best Email Marketing CRM
If you are into sales and marketing business, you must select a CRM tool with both CRM and email marketing capabilities. For this, consider some email marketing best practices:
- Know your customers: Understanding your customers and their activities and preferences are important. This will help you provide useful offerings to attract them.
- Select type of emails: There are many types of emails, including transactional emails, newsletters, combinations of emails, promotional messages, drip campaigns, and more. To select a CRM tool, you first figure out what type of emails you want to send to your customers based on your requirements.
- Go-through the features: While selecting a tool, you need to consider some must-have features in it so that personalized email campaigns will become easy for you. Some features are customizable templates, marketing automation, reports and analytics, A/B testing, editing, integrations, etc.
- Consider free trials and prices: Sales and marketing are needed for all types of businesses, from small to large. Shortlist CRMs according to your team size, requirements, and marketing budget. Look for free trials to know how it works.
- Customer service: Find out how the customer service of the company offering the CRM tool. Check the number of channels and availability of their customer support team. They must be ready to offer effective solutions when needed.
FAQs
Answer: Customer Relationship Management (CRM) gives you customers’ information like name, email IDs, preferences, location, age, and more. This helps you segment the contacts accordingly and send marketing emails in bulk.
Answer: CRM systems involve strategies, technologies, and practices to manage contacts and track customer behavior while shopping or looking for new products or services. It allows businesses to track customers’ activities and show them what they need.
Answer: First, you need to segment the contacts based on locations, ages, interests, genders, etc. Craft a beautiful and attractive email for your customers according to the segments and send it in bulk.
Answer: CRM is a data-driven approach that gathers customers’ data from different sources, stores them in a secure database, builds a connection with customers, and attracts them to your business.
Wrapping Up
CRM email marketing helps small to large businesses attract more customers and revenue by sending personalized emails at the right time.
I have covered some of the best CRM with email marketing capabilities that can help you enhance customer relationships and run effective email marketing campaigns in a single place.
Read More on Email marketing
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