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Best CRM Software for Drip Campaigns

Financial Services CRM Specialist
Author
Sarah Cruz
Financial Services CRM Specialist
Financial Services CRM Specialist
Biography
Sarah Cruz writes about customer relationship management solutions, bringing a deep understanding of the financial services industry. With a proven track record in wealth management and client relations, she provides helpful pointers on how CRMs can enhance client service, streamline workflows, and, ultimately, drive growth within the financial sector.
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Latest Update: Aug 22, 2024, 9:02 am
Drip Campaigns icon
Latest Update: Aug 22, 2024, 9:02 am

In a Nutshell

When it comes to choosing the best CRM for drip campaigns, there are a number of options to consider. You can’t go wrong with any of these options, as they offer robust CRM features with built-in drip campaign functions. However, our top pick is Hubspot, which includes more features and is easier to use overall.

5 Best CRM for Drip Campaigns

After reviewing numerous CRM solutions, below are my five best CRM for drip campaigns:

  1. Hubspot CRM: Overall best CRM for drip campaigns
  2. Agile CRM: Best for customer segmentation
  3. Zoho CRM: Best CRM for e-commerce drip campaigns
  4. Pipedrive: Best for simple campaign automation
  5. Ringy: Best for automated triggers

Why You Need CRM Software for Drip Marketing

When it comes to building relationships with your customers, businesses understand that communication plays an important role. With the advances in technology there are more ways than ever before for companies to stay in touch with their clients. Social media, SMS, and email all play an important role.

However, email marketing is one of the methods with the highest return on investment at 4200% of all marketing sources. This clarifies why marketers are eager to improve their email marketing efforts. CRM software that includes drip marketing features provides the solution.

In modern email marketing, businesses understand that leads must be nurtured over time. This can mean sending many emails across different stages of the buyer’s journey to stay top of mind until the customer is ready to make a purchase. 

CRM Tools with automated marketing capabilities makes this process easier to manage by including various features such as mass email scheduling, automated communications, and pipelines, and some even include AI features to make these communications even more efficient.

Top 5 CRM Systems for Drip Campaigns

1

Hubspot Sales Hub

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Hubspot logo
5
5
Starts at $45 per user per month
hubspot-crm-screenshot

Hubspot CRM is a popular choice for businesses that need robust automated marketing and email features.

Why I Like It

I like how many robust email marketing features Hubspot CRM includes. The free tools are sufficient for businesses just getting started, and Hubspot offers many additional packages, such as their Marketing Hub, if you want to scale your drip campaigns.

Most Important Drip Marketing Features

Hubspot’s key drip marketing features include:

  • Email templates compatible with all devices
  • Email personalization
  • A/B testing and analytics
  • Generative AI
  • Email automation
Pros & Cons

Pros

  • Easy-to-use email builder
  • Robust marketing features
  • Good customer support

Cons

  • Learning curve
  • Limited email templates
2

Agile CRM

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Agile CRM logo
4.9
4.9
Free Plan: Yes
Starts at $8.99 per user per month
agile crm email marketing banner img

Agile CRM is a powerful customer relationship management tool with robust audience segmentation features.

Why I Like It

I like the robust segmentation features that Agile CRM offers. You can easily target an audience based on interests, preferences, and behaviors. This makes targeted email campaigns easier to manage. Additionally, I appreciated the automated lead generation, which automatically adds leads to your campaign email list when they interact with any of your CTAs.

Most Important Drip Marketing Features

Agile CRM’s key drip marketing capabilities include:

  • Drag-and-drop email creator
  • Email lists for drip campaigns
  • Marketing automation
  • Automated lead generation
  • Lead scoring and qualification
Pros & Cons

Pros

  • Intuitive interface
  • Mobile app available
  • Simple visual dashboard
  • Robust segmentation of contacts

Cons

  • Requires a time investment to learn about all the features
3

Zoho CRM

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Zoho CRM Logo
4.7
4.7
Starts at $16 per user per month
zoho crm website screenshot img

Zoho is a great option if you’re looking for the best CRM for e-commerce drip campaigns.

Why I Like It

I like Zoho’s robust email marketing features. This is true even in the free plan and lower tiers. It’s also easy to scale the tool as your business grows to get access to more features, such as AI assistance and more advanced automation. 

Most Important Drip Marketing Features

Zoho CRM’s key automated marketing features include:

  • Bulk email sending
  • Robust email filtering options
  • Email analytics and AI insights
  • Email scheduling, including follow-ups and templates
  • Notifications of all email interactions
Pros & Cons

Pros

  • Scales easily with your business
  • Robust email marketing tools
  • Advanced AI and automation features
  • 800+ integrations offered, including third-party and native apps

Cons

  • Integrations are sometimes buggy
4

Pipedrive

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Pipedrive logo
4.7
4.7
Starts at $16 per user per month
Pipedrive crm insights dashboard img

Pipedrive is a useful CRM that’s exceptionally easy to use when creating automated drip campaigns.

Why I Like It

I like how robust Pipdrive’s automation features are. You can create automated lead qualification workflows and various customer relationship sequences. However, the tool really shines because of its simple drag-and-drop interface for setting up your campaign automations.

Most Important Drip Marketing Features

Pipedrive’s key drip marketing features include:

  • Drag-and-drop email builder
  • Email analytics
  • Email segmentation
  • Email automation
Pros & Cons

Pros

  • Robust automation
  • Easy-to-use and intuitive interface
  • Good analytics and reporting
  • Field customization

Cons

  • Mobile app is not as intuitive as the web version
  • Calendar sync can be a little slow
ringy drip campaign mockup img
4.4
4.4
Free Plan: No
Starting at $109

Ringy offers a robust CRM with beneficial drip campaign features, including automated triggers.

Why I Like It

I like how easy it was to set up automated customer journeys in Ringy. The tool also enables you to add automated triggers for specific events, which I found very useful in guiding customers through their journeys. 

Most Important Drip Marketing Features

Ringy’s key automated marketing features include:

  • Industry-specific email templates
  • Automated responses based on triggers
  • Manage email and SMS from a single platform
  • Integrated email reporting tools
Pros & Cons

Pros

  • Robust automation and follow-up features
  • Includes texting features
  • Easy to use
  • Good customer support

Cons

  • Expensive for small businesses
  • Resourcing intensive, which causes crashes

Criteria for Selecting the Best CRM for Drip Marketing

Finding the best CRM for drip campaigns can be overwhelming because there are so many options to consider. However, if you’re starting to look at a drip campaign CRM, here are some of the key features you should look out for: 

  • Audience management: Helps to manage pipeline more effectively and provides the required information for personalization, segmentation, and better targeting.
  • Automation: Helps streamline repetitive processes through customer behavior-triggered sequences, reminders, and automated follow-ups.
  • Analytics: Essential for analyzing campaigns’ effectiveness and for A/B testing.
  • Scalability: Ensures that your CRM solution grows as your company does.
  • Security: Essential for safeguarding your client’s personal information.

Compliance: Helps businesses stay compliant with privacy regulations such as GDPR.

Conclusion

At the end of the day, effective communication lies at the heart of any relationship. Choosing a CRM that provides features to enable efficient communication and drip campaigns is essential for any growing business. By combining drip campaigns with your customer relationship management software, you can create and manage more effective email campaigns on a single platform.