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The power of CRM and Marketing Automation blended beautifully on a single platform.
Manage everything from lead generation to deal closing in Salesmate.

No credit card required.

Marketing automation is the practice of using
software for repetative marketing activities
and putting them on auto-pilot.

One of the purposes of marketing automation
is to achieve A+ productivity in marketing
team, but it has more benefits than you think.

Check out the finest benefits of adopting a marketing automation
software here:

  • Excellent sales and marketing alignment
  • Increased conversation rate
  • Strengthen marketing strategy based on real data
  • Effective lead scoring for improved sales closure (Read more on
    Salesmate Score later!)
  • Nurture leads and improve conversion rate performance
  • Drive personalized conversations with prospects and customers using
  • Truly put the entire customer journey from marketing to sales to CX on autopilot
  • Find roadblocks in your customer journey and improve overall customer

CRM vs. Marketing Automation:
What’s the difference?

The primary difference between CRM and marketing automation software is based on who uses the software.

CRM software is mainly used by sales teams to manage leads using pipelines, drive conversations with prospects using various
channels, and close deals. CRM software is essential to maintain customer relationships.

Marketing automation software is mainly utilized by marketing teams to put repetitive processes on auto-pilot for increased

However, there are many crucial differences between CRM and marketing automation. Take a look:

  • Automates sales pipelines and outreach
  • Comes into the picture after marketing team generates leads
  • Useful to create sales pipeline to visualize entire sales journey of a prospect
  • Automates sales email outreach using Sequences or Cadence
  • Provides insights on sales rep’s performance and pipeline health
  • Enhances sales performance for better outcomes
  • Offer various built-in tools like calling, texting, email sync, etc. to save cost on additional tools.
  • Automates marketing processes and campaigns
  • Comes into the picture when marketing team captures leads
  • Useful to capture leads and send to sales teams for nurturing
  • Automated email and SMS marketing campaigns
  • Offers insights on campaign performances and lead source identification
  • Improved marketing efficiency for better lead generation
  • Offers freedom to create custom journeys to drive personalized engagement using automation
Value-rich Google CRM, starting at just $12!

Salesmate is a CRM software and Marketing Automation Platform.
Explore what Salesmate can truly mean for sales and marketing teams.
Take a 15-day free trial

  • Create deals and manage multiple customizable pipelines
  • Create activities for sales reps and manage calendar
  • Book meetings with prospects for demos
  • Offer built-in calling or calling integrations to make calls and automatically
    records logs
  • Use text messaging in sales to pass on crucial messages
  • Score leads to identify better sales opportunities
  • Manage email communications inside CRM and associate with deals
  • Track emails to predict sales closing
  • Organize prospect information with their enriched contact profiles
  • Measure sales pipeline performance and predict revenue
  • Automate sales follow-ups using Sequences (also known as Cadences)
  • Provide insights on sales performance and sales leaderboard


Kinds of campaigns you can automate
using MA software

Here’s what a marketing automation tool can do for your business!

Send newsletters to subscribers

Send newsletters to subscribers

Every business should send regular newsletters to subscribers to create a
fan base. It is extremely crucial to engage with your subscribers as they have already shown interest in your offerings. A marketing automation platform can help you do exactly the same.

Welcome email series

Welcome email series

Send automated welcome emails when a new prospect starts to try your product or services. Such emails are extremely useful when prospects are using the free trial of your SaaS product.

Lead nurturing emails & texts

Lead nurturing emails & texts

Once you have quality leads, you should connect with them using emails or texts that will educate them about your products or services. It can also be case studies, testimonials, company news, offers, etc.

A CRM with marketing automation software can capture new leads directly from Web forms or as an event and start sending emails or texts at regular intervals to nurture them.

Capture & nurture leads automatically

Salesmate’s Marketing Automation CRM can truly simplify your
marketing operations. Take a 15-day free trial and see for yourself!

Product update emails

Product update emails

Constantly making your products better? Your audience should definitely know about it. You can craft perfect email templates using a marketing automation tool and send personalized product updates in minutes.

Case studies and testimonial campaigns

Case studies and testimonial campaigns

The world should read your success stories.

But first, you have to reach out to your existing customers and ask them about case studies and testimonials. A marketing automation software lets you automate this process.

You can reach out to your customers using personalized messaging and gather more testimonials efficiently.

Date-based emails

Date-based emails

Successful brands interact with customers and builds trust.

One of the ways to build trust is – send them greetings on their special occasions.

You can automatically send date-based emails on time using marketing automation capabilities.

Offers and discounts

Offers and discounts

Offers and discounts have so many benefits.

First of all, it directly contributes to bottom-line profits. Discounts can improve the per-account spend for you. In fact, it can also contribute to achieving higher conversion rates.

SaaS businesses use offers to convert monthly customers to annual customers quickly!

Well, all you have to do is create a template, choose a list, and execute the campaign. Marketing automation platform will send out emails to thousands of contacts in minutes.

Create an email, plug it in a journey, and relax!

That’s how much easy it is to execute an email campaign in Salesmate. Take a 15-day free trial and experience Marketing Automation.

Re-engagement campaigns

Re-engagement campaigns

Lost touch with your old customers?

Encourage them to use your products or services with a crisp email. Maybe plug a personalized offer!

Marketing automation will take care of the rest.

Transactional emails and texts

Transactional emails and texts

When transactional emails and texts come in, there’s no problem. But when they don’t come in, it’s a huge trust issue!

So, it’s crucial. We know it.

You can automate this entire process with events and triggers. Marketing automation platform will send out transactional emails or texts as per specified rules and conditions.

Customer satisfactions surveys

Customer satisfactions surveys (NPS)

Ask customers how they truly feel about your product or service with a simple email. Maybe set up an interview to know more about their feedback.

Automate this entire journey using a marketing automation CRM.

Execute personalized CX campaigns in a snap!

Take CX too seriously? You need a capable Marketing Automation CRM.
Experience automation capabilities from Salesmate.

Salesmate is your answer. It’s an industry-leading
CRM with best marketing automation capabilities.

Capterra g2 software advice

The answer is both, without spending twice the money.

You can choose a CRM with marketing automation functionalities.

There are endless benefits to choosing a CRM with marketing automation.
Check out some below:

  • Marketing automation CRM will build a solid bridge between sales and
    marketing teams.
  • You’d be able to understand your customer journey at a deeper level.
  • You can truly figure out your ideal customer profiles.
  • Create high-ROI campaigns naturally.
  • Truly identify the marketing contribution in bottom line.
  • Have productive and data-backed inter-department meetings.
marketing automation

HOW to execute automated campaign in salesmate

4 simple steps to execute a campaign
in Salesmate

Everything from creating beautiful emails to measuring results in just 4 steps!


Salesmate already provides pre-made templates for you! Just add up your details and it’s done!

Use Drag & Drop Email Builder for superfast template creation.

Create responsive email templates to match the trend.

Use existing HTML code and create templates in minutes.

Every email template you create is reusable & replicable!

Craft your perfect email template
Build your pefect email list


Find the right contacts using 100+ filters and turn it into a List.

Use Tags to easily associate contacts with a particular campaign.

Maintain multiple Lists automatically.


Salesmate has a Journey-based Marketing Automation. That means, you can automate any process you want on canvas.

Journeys come with 45+ Triggers, Conditions, and Actions.

It’s simple! Just Drag & Drop elements and make connections.

Speed-up with 15+ pre-made journey templates.

Plug your List into the Journey, and you’re all set!

Design an amazing Journey
Meet goals and improve

Step 4

Once you go live with your journey, Salesmate provides crucial insights on your campaign.

First of all, you can set goals for your campaigns and truly measure results.

Keep an eye on the Live View of the Journey as it progresses.

Gain insights on metrics like open rate, reply rate, bounce rate, and more.

Access Automation Logs to see the exact execution of automation for every contact.

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Salesmate Marketing automation Use cases

What else can Salesmate Marketing
Automation do for you?

Marketing Automation is not just email marketing, it’s much more than that. Take a look at some more use cases.

Score leads using Salesmate Score!
Score leads using Salesmate Score!

With Salesmate, you can truly create a unique scoring mechanism of your own.

For auto-renewal emails
For auto-renewal emails

You can use marketing automation CRM to send auto-renewal emails to customers.

Reduce churn
Reduce churn

Check last activity from customers and improve the retention rate.

Web activity & personalized messeging
Web activity & personalized messaging

Check out website visitors’ activity and trigger personalized messages via live chat or chatbots.

A/B test campaigns
A/B test campaigns

You can test multiple template variants in Salesmate to find the best performer.

Leverage texts in marketing
Leverage texts in marketing

Salesmate has a built-in text messaging functionality, and you can power it up with marketing automation.

A value-driven CRM trusted by 5000+ businesses!

Take the Salesmate experience completely free for 15 days. Learn how
our CRM can add value to sales, marketing, and CX teams.

Frequently Asked Questions

Got questions? Find answers!

What is marketing automation software in CRM?

Marketing automation in CRM is completely different and suffices the needs of marketing and sales teams covering the entire customer journey.

But as CRMs have evolved nowadays, most of the CRM software provides marketing automation as a built-in feature covering the entire spectrum.

If you want to enable your business to automate its marketing and sales processes. Choose from a wide range of CRM marketing automation tools available in the market.

It helps businesses manage their customer relationships more effectively and efficiently.

A Marketing automation CRM can help businesses save time and money by automating tasks such as email marketing campaigns, lead scoring, lead assignment, and website visitor tracking.

When used correctly, marketing automation CRM can be a valuable tool for businesses of all sizes. If you’re considering using marketing automation CRM, here are some things to keep in mind:

  • Make sure you are using a CRM with a marketing automation platform. This will make it easy to manage your campaigns and the entire process from lead generation to lead closing and even further.
  • Track your entire customer’s journey. Map out the steps your customers take from becoming aware of your business to becoming a paying customers.
  • This will help you create targeted marketing campaigns that guide them through the buyer’s journey.
  • Set up lead scoring. Lead scoring is a way to rate the leads in your CRM. This will help you prioritize and focus your marketing efforts on the most promising leads.
  • Automate repetitive tasks. Look for ways to automate tasks such as email marketing, move deals from one stage to other in pipeline, and update contact and company records. This will free up your time to focus on more important tasks.
How can Marketing Automation and CRM help my business?

Businesses can improve customer engagement by streamlining their marketing initiatives, understanding their customers better, and implementing marketing automation and CRM. Leads, conversions, and revenue may all rise as a result.

What are the benefits of using marketing automation CRM?

Using marketing automation CRM has a variety of advantages, including:

1. Efficiency gain: Businesses can save time and improve efficiency by automating tasks like email marketing, social media campaigns, and targeted marketing initiatives.

2. Improved customer relationships: Keep every record updated automatically along with entire conversation history resulting in better customer relationships.

3. Increased sales: CRM with marketing automation can help businesses increase sales by automating tasks such as lead scoring and automated activity creation.

4. Improved ROI: CRM with marketing automation can help businesses improve their return on investment by automating menial tasks and giving more time to sales reps to focus on actual sales.

5. Sales and marketing alignment: Both teams have clarity on MQLs and SQLs, which leads to much better collaboration and transparency, resulting in more sales and increased revenue.

6. Automate lead generation: Create visually appealing templates in minutes and schedule cold email and text campaigns to generate tons of leads.

7. Automate lead nurturing: Once the lead enters the sales pipeline nurture them by performing automated activities and moving them further in the pipeline.

8. Personalized engagement with each prospect: Send personalized emails and texts automatically at the right time to move deals faster in your pipeline.

9. A/B test campaigns: Test multiple versions of your template and see which one is performing the best. Make data-driven decisions based on performance and generate more leads.

What are the key features to look for in CRM with marketing automation software?

CRM and marketing automation software provides businesses with powerful tools to automate and streamline their sales process.

Here are some key marketing automation features that are essential for businesses looking to optimize their marketing tasks:

1. Email campaigns: CRM and marketing automation software offer businesses an email marketing platform to create and send automated emails to their customers and leads. With features like drip email campaigns and automated emails based on actions and behavior, businesses can personalize their messaging and increase engagement.

2. Lead management: With CRM and marketing automation software, businesses can manage their leads effectively by assigning leads to sales reps, prioritizing leads based on their level of engagement and likelihood to convert, and automating lead follow-up tasks.

3. Lead scoring: Look for a marketing automation tool that includes lead scoring. Lead scoring is a way to rate the leads in your CRM. This will help you prioritize and focus your marketing efforts on the most promising leads.

4. Pipeline management: CRM software allows businesses to manage their sales pipeline by tracking leads and prospects through each stage of the sales process. With pipeline management tools, businesses can stay organized and focused on closing deals.

5. A/B testing: Marketing automation features like A/B testing allow businesses to test different messaging and design options to determine what resonates best with their audience. This helps businesses optimize their campaigns for better results.

6. Reporting and analytics: Businesses can improve their marketing strategy, monitor the success of their campaigns and make data driven decisions on the basis of the insights.

7. Website visitor tracking: With website visitor tracking and automation capabilities, businesses can trigger email campaigns based on specific page visits on their website. This helps businesses personalize their messaging and increase engagement.

From email campaigns and lead management to pipeline management and reporting and analytics, businesses can use these tools to automate and streamline their marketing efforts, improve their customer relationships, and ultimately drive sales.

How much does CRM with marketing automation cost?

The cost of CRM with marketing automation can vary depending on the features and capabilities you need.

Generally, CRM with marketing automation software is priced based on the number of contacts you have in your CRM. Costs can vary, from $9 monthly for a maximum of 500 contacts to a substantial $999 monthly for as many as 100,000 contacts.

How to choose the best CRM with marketing automation?

When you’re choosing CRM with a marketing automation platform, there are a few things to keep in mind:

1. Ease of use: Opt for a user-friendly customer relationship management tool. This will enable you to start using the software swiftly and effortlessly, without the need to peruse extensive documentation.

2. Automated tasks: Look for a combination of marketing automation and CRM that enables you to send automated marketing campaigns carried out by your sales and marketing teams to allow them to focus more on important tasks making them more productive.

Execute your marketing strategies using automation features and manage customer data from your CRM.

3. Analytics and reporting: The marketing tools should allow you to automate marketing tasks and provide analytics and reporting capabilities.

This will help you to make decisions based on data rather than conjecture by enabling you to keep a close eye on the performance of your campaigns and how your audience is engaging with them.

4. Price: CRM with marketing automation software is typically priced based on the number of contacts you have in your CRM.

5. Free trial: Most marketing automation platforms offers a free trial, so you can try it before you buy.

6. Customer support: Choose CRM with marketing automation software that offers quick customer support in case you have any questions or need help getting started.

7. CRM features: Make sure the CRM with marketing automation software you choose has all the features you need to automate your marketing processes and also helps you automate your entire sales playbook.

8. Scalability: Choose CRM with scalable marketing automation software so you can grow your business without occasionally switching to a new CRM.