CRM WITH EMAIL MARKETING AUTOMATION

Create and execute personalized email campaigns in four simple steps. Measure campaign performance and achieve tremendous results in your email marketing, all inside a CRM.

No credit card required.

capterra G2 G2

EMAIL MARKETING AUTOMATION DEFINITION

What is email marketing automation?

Email marketing automation is simplifying the process of sending email or a series of emails automatically based on an action or a trigger. For example, if a user signs up to your free trial, you want to send an automated email. Such automation is usually done using email automation software. When such software is specifically used for marketing purposes,
that’s known as email marketing software.

There are several advantages to using CRM
with email marketing software built-in. Check
out these six reasons.

  • Track prospect journey from start till end.
  • Find where exactly your prospects stand in the pipeline .
  • Naturally, drive more personalized email campaigns using CRM with email marketing capabilities.
  • Segment prospect data and marketing lists in a better way.
  • Get higher ROI on email marketing campaigns.
  • Better collaboration between sales, marketing, and CX teams.
Value-rich Google CRM, starting at just $12!

Salesmate is the perfect suite for sales, marketing, and CX teams.
Take the “Salesmate Experience” for 15 days. No credit card needed!

CHOOSE THE RIGHT EMAIL MARKETING CRM

Factors you need to consider before choosing an
email marketing CRM

You’re in the considering stage. Maybe you’ve looked at some options in the market. Here are some factors you need to look for before making the right decision.

Ease of creating new email templates fast!

Ease of creating new email templates fast!

You must be able to create re-usable email templates fast.

Salesmate allows you to create new email templates superfast using Drag & Drop Builder. You can re-use and modify these templates in multiple marketing campaigns.

Have email templates ready? You can easily copy HTML and paste it in Salesmate’s email builder.

Ability to create marketing lists

Ability to create marketing lists

You must find an email marketing CRM that allows you to create various lists.

Lists are essential part of driving email campaigns. Lists basically consists of all the contacts that you’ll send emails.

Salesmate let’s you refine contacts very easily with 100+ filters and turn them into Lists. You can use Tags in Salesmate to define purpose for the contact.

Drag and drop Automation Journey creation

Drag and drop Automation Journey creation

It’s super important that all the emails you send go the way you plan.

Automation Journey is the answer.

Journeys allow you to define triggers, conditions, and actions. Based on all three, automation will execute your emails.

Salesmate comes with 45+ triggers, conditions, and actions to help you create the best automation journey.

Measure campaign results

Measure campaign results

Your CRM for email marketing automation must show you important insights.

You should get insights on open rate, click rate, unsubscribe rate easily.

Salesmate does provide all crucial insights, plus stage-wise data for the entire journey. You get to see how many people completed journey with a live view as well!

Easy to execute campaigns

Easy to execute campaigns

Choose an email marketing CRM that offers freedom to create and execute marketing campaigns quickly.

You should be able to re-use & replicate templates, Journeys, steps of the journeys easily, so you can save a lot of time.

You’re choosing a CRM, never forget that!

You’re choosing a CRM, never forget that!

Ultimately, you’re looking for a CRM with email marketing capabilities. That means, any tool that you pick, must have all the necessary features that a CRM should offer.

The tool should unite sales, marketing, and CX teams.

Unite sales, marketing, and CX teams!

Salesmate is not just an email marketing tool. It’s a complete suite
for all three teams. Looks interesting? Start a 15-day free trial now!

SALESMATE AS AN EMAIL MARKETING CRM

Execute A+ email marketing campaigns with Salesmate

Follow this 4-step process to execute amazing email marketing campaigns in Salesmate. Find out how easy it is to drive your email marketing efforts in Salesmate.

EMAIL TEMPLATE BUILDER

Create visually appealing email templates in Salesmate using Drag & Drop Email Builder.

These templates are re-usable and replicable for future email campaigns.

Use hundreds of personalization options to make emails special for audience.

Plug the same templates in everyday emails, Shared Team Inbox, Sales Sequences, and Email Marketing.

Pre-designed email templates to power-start your campaigns.

Building responsive email templates are easier than ever!

Check performance of each template and find your golden email.

Step 1: Create stunning email templates in minutes
Step 2: Create a List of contacts

LISTS & SEGMENTS IN SALESMATE

Filter contacts and find your perfect audience for email marketing campaigns in seconds. Add the filtered contacts to a new List and voila!

Use hundreds of filters to drill down your targets for email campaigns.

Use Tags to easily associate contacts with a particular campaign. Tags will easily show you if a contact is associated with multiple campaigns, so you can find the right balance of emails/contact/month.

Execute marketing campaigns in minutes with Salesmate

Explore the customer relationship and marketing automation capabilities of Salesmate. Take a 15-day free trial now!

MARKETING AUTOMATION

Marketing Automation aka. Automation Journeys can perform hundreds of tasks for you. Email marketing is just one-use case!

Create your perfect Automation Journey in Salesmate using 45+ Triggers, Conditions, and Actions.

Plug your email templates, and List and go live with your campaign!

Leverage the pre-made 25+ Journey Templates from Salesmate.

Want to see what else Marketing Automation can do for you?

Step 3: Leverage Salesmate Marketing Automation
Step 4: Improve the Performance of campaigns

PERFORMANCE METRICS

Set up goals for your email marketing campaigns and measure success with real data.

Get 9 important metrics like open rate, bounce rate, click rate, and more.

Get Live View of every stage, and witness the journey of contacts through every step of the campaign.

Get Automation Logs of every campaign to encounter errors and make your campaigns better.

An award-winning software that is top-rated by customers

Hundreds of awards and thousands of customer ratings across all industry outlets.

CRM Software
CRM Software
CRM Software
Best Support
Best Support
CRM for Startups
CRM for Startups
CRM Software
CRM Software
CRM Software
CRM Software
  • 15-days free trial
  • Cancel anytime
  • No credit card required

EXecute multiple kinds of campaigns

Email marketing campaigns you can execute with Salesmate CRM

With Salesmate, you can easily build and execute multiple kinds of campaigns. Take a look.

Onboarding & drip campaigns

Welcome new customers with a series of welcome emails. Step by step guide new customers, all using automation!

Newsletters

Manage subscribers and share beautiful newsletters. Use pre-made Journey template to send newsletters based on time-zones.

Promotional or offer emails

Have an exciting offer for your customers? Send beautiful emails on the right and leverage the true power of email marketing.

Post-purchase drip emails

Use purchase as a trigger and send after-sales emails on time for excellent customer experience.

I shopped around for 3 months tried out Close, Zoho, Salesforce. They didn't work or were expensice. I got it done with Salesmate!

Justin M.
Justin M. Verified Verified Customer

I don't need a pricey, yet clunky CRM to get all the automation power I need for my own business.

Renée D.
Renée D. Verified Verified Customer
Product update emails

Have exciting updates for your SaaS customers? Create email template send personalized emails in minutes!

Lead nurturing campaigns

Nurture fresh leads and turn them into customers. Create and execute high-value lead nurturing campaigns.

Re-engagement email campaigns

Lost touch with loyal customers? Say hi again to all your best customers with exciting news and events.

Marketing outreach

Reach out to potential partners in mass using automated email marketing and build connection faster.

See why 5000+ businesses use Salesmate everyday!

Thousands of businesses rely on Salesmate to simplify their sales, marketing, and CX processes. Want to see how they do it?

Salesmate is much more than an email marketing software. It’s a complete CRM and Unified Customer Platform. See Salesmate can do for your entire business.

  • Capture new leads automatically using Chatbots, Web Forms, and Meeting Scheduler.

  • Manage sales pipelines and deals effortlessly.

  • Automate sales follow-ups using Sequences.

  • Make calls and texts using Built-in Phone System. Use Power Dialer to 2X your calling performance.

  • Automate everyday mundane tasks using Workflow Automation.

  • Use Live Chat and Shared Team Inbox for excellent customer service.

  • Execute customer satisfaction campaigns for superior CX.

FAQS ON CRM & email marketing software

Got questions? Find answers!

What is CRM email marketing?

CRM email marketing is a form of email marketing that uses customer relationship management (CRM) data to send highly personalized, targeted emails to customers and move them through sales pipeline.

CRM email marketing can be used to:

  • Nurture leads: Send targeted emails to leads based on their stage in the buyer’s journey.
  • Build relationships: Send personalized emails to customers based on their past interactions with your business.
  • Drive sales: Send targeted emails to customers based on their purchase history and predicted buying behavior.

If you’re looking to grow your business. Try using a CRM with email marketing.

Does CRM include email marketing?

No, CRM and email marketing are two separate things. However, they can be used together to create more targeted, personalized messages. When used together, CRM email marketing can help you better understand your customers & prospects, and build lasting relationships.

How can I use CRM data for email marketing?

There are a few different ways you can use CRM data for email marketing:

Segment your email list: Segmenting your email list helps you send more targeted, relevant emails. By segmenting your list, you can send emails that are more likely to be opened and clicked on.

Personalize your emails: You can use CRM data to personalize your emails in a few different ways. You can add the recipient’s name in the subject line or email body or send them a personalized offer based on their purchase history.

Send targeted emails: You can use CRM data to send targeted emails to specific groups of people. For example, you can send a targeted email to prospects who haven’t purchased in last 6 months, or to prospects who live in a certain state.

Automate your emails: You can use CRM data to automate your email marketing. This means that you can set up automated emails to be sent out based on certain criteria, such as when a customer makes a purchase, or when a prospect fills out a form.

How do I get started with email marketing and CRM?

There are a few things you need to do in order to get started with email marketing and CRM.

First, you need to gather your contact lists. You can do this by manually adding contacts or importing them from an existing CRM system. Once you have your contact lists, you need to segment them into different groups so that you can send targeted emails.

Next, you need to create your email campaigns. You can do this by using an email sequence through Salesmate. Once you’ve created your email campaign, you need to set up few automated follow-ups for better engagement.

You need to track the results of your email campaigns. This will help you see how many people opened your emails, clicked on the links, and unsubscribed from your list.

By following these steps, you can get started with email marketing and CRM.

What are the advantages of using CRM for email marketing?

There are various benefits of using CRM for email marketing which are as follows:

1. Improved ROI: With CRM for email marketing, you can automate repetitive tasks, freeing up time to focus more on important tasks. In addition, you can track the results of your email campaigns to determine which ones are most effective, and make adjustments accordingly.

2. Improved customer relationships: Using CRM with email marketing helps businesses to improve customer relationships. Effective email marketing can help you nurture leads and build trust with potential and current customers. This, in turn, can lead to increased sales and repeat business.

3. Increased sales: A CRM system gives you a 360 degree view of your leads, meaning you can see everything from their purchase history to how often they engage with your brand. This information allows you to segment your leads and target them with more personalized and relevant content, which ultimately turns into more sales.

4. Higher open and click-through rates: A CRM software allows you to segment your customer base and send highly personalized emails. This results in higher open and click-through rates, which leads to more conversions.

5. Easier to measure results: One of the advantages of using CRM for email marketing is that it makes it easier to measure the results of your campaigns. With traditional email marketing, it can be difficult to track metrics such as open rates, click-through rates, and conversions. But with CRM, all of these information is stored in one central location, making it easy to track your progress and optimize your campaigns.

Overall, there are many advantages of using CRM for email marketing. By using CRM data to segment your email list and send targeted, personalized emails, you can improve your customer relationships, drive sales, and see a higher return on investment.

How to choose the best CRM with email marketing automation?

Here are some factors to consider when choosing the best CRM with email marketing automation:

Fits your requirements: Whichever CRM you are considering, make sure it fits your specific requirements. Also, look into their pricing as you might need to spend more when you start scaling your team.

Ease of use: The CRM with email marketing automation should be easy to use. Consider how user-friendly the interface is and whether it’s easy to set up and use.

Cost: The CRM with email marketing should be affordable. Consider the price of the CRM and whether it offers a free trial or money-back guarantee.

Reputation: Make sure to check the positive and negative reviews of the CRM with email marketing software that you are planning to move forward with. It will give you a clear picture on its capabilities.

Scalability: Check whether the CRM can grow with your business and whether it offers features that allow you to scale up. You might require other features while scaling up that you don’t require right now. Plan accordingly and choose the best.

Examples of email marketing automation?

Here are some examples of email marketing automation:

1. Automated welcome emails: When a new contact is added to your CRM, you can set up an automated welcome email to be sent.

2. Automated lead nurturing emails: You can set up an automated lead nurturing email sequence to send to contacts who are not ready to buy.

3. Automated cart abandonment emails: If a contact abandons their shopping cart, you can set up an automated email to be sent.

4. Automated order confirmation emails: After an order is placed, you can set up an automated email to be sent with the order confirmation.

5. Automated shipping confirmation emails: After an order is shipped, you can set up an automated email to be sent with the shipping confirmation.

Email marketing automation is a great way to send targeted, timely, and relevant emails to your contacts. By using automation, you can save time and effort while still providing a personalized experience for your contacts.

What are the features of CRM email marketing?

There are numerous features of CRM email marketing that makes it an essential tool for businesses. Some of the core features are:

Email List: The email list feature allows businesses to segment their customers and target them with specific, tailored messages.

Contact Management: CRM email marketing provides a centralized database for managing contact information. This includes the ability to track prospect interactions, inquiries and purchases.

Campaign Management: The campaign management tool enables businesses to create and track email marketing campaigns. This includes the ability to measure campaign performance, create customized reports and track campaign ROI.

Sequences: Sequences allow businesses to automate their email marketing campaigns. This includes the ability to send triggered emails based on customer behaviour, create CRM with email drip campaigns and schedule emails well in advance.

Lead Management: CRM email marketing provides a centralized database for managing leads. This includes the ability to track lead sources, follow-up on leads and generate sales reports.

Reporting & Analytics: The reporting and analytics tool allow businesses to measure customer engagement and track campaign performance. This includes the ability to create custom reports, track ROI and analyze customer behaviour.

Integrations: CRM email marketing platforms provide seamless integrations with popular third-party applications. This allows businesses to create a unified view of the customer journey and engage with customers across multiple channels.

Security: CRM with email automation offer a high level of security to protect businesses and their customers. This includes features such as data encryption, two-factor authentication and login alerts.

With so many features, it’s no wonder that CRM email marketing is such a popular tool among businesses of all sizes. If you’re not using CRM email automation to its full potential, you could be missing out on a lot of opportunities to engage with your prospects and boost your sales.

Why Salesmate is best for CRM with email marketing?

Salesmate is the best CRM for email marketing because it offers a complete suite of features and functionalities to help you manage your contacts, cultivate relationships, and close more deals. With Salesmate, you can segment your leads, you can also create email campaign, track engagement, and measure results.

Using Salesmate you can make sure that your emails are always relevant and engaging, which will lead to more sales and happier customers. Whether you’re just getting started with email marketing and CRM or you’re looking for a more powerful solution, Salesmate is the perfect fit.