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Best CRM Software for Email Marketing

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Author
Isabelle Dubois
International Marketing and CRM Strategy Expert
picture of Isabelle dubois, CRM expert
Biography
Isabelle Dubois brings a global perspective to CRM strategy. With a seasoned career in international marketing for multinational firms, Isabelle understands the unique challenges of fostering client relationships across cultures and languages. Through her blog contributions, she leverages this experience to guide readers on how CRMs can optimize communication, personalize marketing efforts, and ultimately drive growth in the international marketplace.
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Latest Update: Aug 30, 2024, 8:19 pm
Best CRM for Email Marketing
Latest Update: Aug 30, 2024, 8:19 pm

Quick Look

I invested considerable time exploring the best CRM for email marketing in Shopify or other platforms. Now, I’m ready to share my top choices with you. I aim to provide insights and recommendations based on personal experiences. It will help you to enhance project management and team control.

Here are my top 10 CRM software solutions for 2024:

  1. BIGContacts — Best for email marketing and simple CRM needs.
  2. Salesforce — Ideal for advanced email campaigns and CRM customization.
  3. Salesmate — Perfect for sales automation with email marketing.
  4. Zoho CRM — Great for versatile CRM with strong email integration.
  5. Sage CRM — Best for small businesses with email marketing needs.
  6. Insightly — Excellent for project-focused CRM with email tools.
  7. Freshsales — Optimal for AI-driven email campaigns and CRM.
  8. ActiveCampaign — Ideal for powerful email marketing automation.
  9. Microsoft Dynamics 365 — Best for scalable CRM with email features.
  10. HubSpot CRM — Perfect for free CRM with robust email tools.

In the world of digital marketing, choosing the right CRM email marketing software is crucial. I’ve spent countless hours exploring various platforms, so I know the importance of finding the perfect tool. In this article, I’ll share my firsthand experiences and insights on the top CRM software options for email marketing in 2024. 

I’ve evaluated each software option to help you make informed decisions for your marketing efforts. Join me as we uncover the tools that can elevate your email marketing strategies. Let’s see how they drive success in the ever-evolving digital landscape.

Why Do You Need CRM Software for Email Marketing Campaigns? 

CRM software plays a vital role in email marketing. I see daily how it efficiently manages customer relationships and organizes interactions. It acts as a trusty assistant, tracking every stage of the customer journey. Moreover, it enables personalized communications tailored to specific needs and interests. 

A CRM allows for an easy audience split based on the following:

  • Demographics
  • Purchase history
  • Engagement levels 

This leads to targeted campaigns and increased loyalty. In my experience, CRMs provide valuable insights and analytics to measure campaign effectiveness. They enable me to  optimize strategies for better results from my campaigns. The blend between CRM and email marketing enhances overall effectiveness. Therefore, a CRM is an essential ally in achieving marketing goals and driving business growth. 

Investing in a robust CRM tool is non-negotiable for those serious about harnessing the power of email marketing. CRM software empowers me to manage customer relationships far more effectively, and I get access to automation features for sales and marketing. 

Key Features for CRM Software With Email Marketing

Key Features for CRM Software With Email Marketing

Bulk Sending

Firstly, bulk send-ability is a lifesaver. Crafting personalized emails for different segments is paramount, so the ability to send them in bulk to specific groups streamlines the process enormously. 

Engagement Tracking

Engagement tracking is another crucial aspect. Knowing how subscribers interact with emails allows for informed strategy adjustments.We all  know that read receipts are unreliable, but the best CRM and email marketing for small business typically employs Web Beacon Trafficking. This allows for more accurate tracking. It is  utilized by platforms like Mailchimp and ensures a better understanding of subscriber engagement.

Automation

Email automation is a game-changer. Most companies use it to improve their results. It’s not just convenient, it’s essential for timely and targeted content delivery. Integrations with various tools, as seen in HubSpot, further enhance automation capabilities.

Templates

Custom templates offer flexibility and brand alignment. In my experience, most CRM systems provide templates, and the option to create custom ones tailored to specific needs is invaluable. Salesforce stands out here. It offers rich, visually engaging templates that are customizable to fit any brand ethos.

Smart Alerts

Smart alerts provide real-time insights. They allow for immediate follow-up and personalized interactions. Some solutions offer customizable alerts for various prospect activities, so you can  ensure no opportunity goes unnoticed, strengthening customer relationships. 

Top 10 CRM Software for Email Marketing

1

BIGcontacts

Visit Website
BIGcontacts logo
5
5
Free Plan: Yes
Starts at $9.99 per 1000 contacts per month
Bigcontacts CRM homepage screenshot

In my quest for a straightforward and hassle-free CRM with robust email marketing functionality, BIGContacts emerged as a standout choice. It’s tailored perfectly for businesses. 

This CRM offers a complete suite of features designed to drive positive outcomes for email campaigns. From tools for sales reps to automation and analytics, BIGContacts covers all the bases with an intuitive interface and powerful support. Which ensures seamless operations.

Why I Like it

BIGContacts offers a user-friendly CRM solution with powerful email marketing capabilities. While it has some limitations, I’d say its overall functionality and ease of use make it a compelling option. It’s one of the best CRM for scheduling, contact management, and email marketing. 

Key Email Marketing Features

Drip Email Crafting

Crafting drip email campaigns with BIGContacts is easy. Thanks to its drip email builder, you can automatically adjust based on various criteria. These include contact behavior, preferences, and position in the sales funnel.

Performance Tracking

Monitoring business performance is simple with ready-to-use reports. Your marketing teams can use the option to create custom reports from scratch and provide valuable insights into campaign effectiveness.

Organizing Information

Keeping information well-organized is effortless. It allows you to log emails against individual contact records, ensuring seamless communication tracking.

One-Place Email Management

Integration with various email tools allows for centralized management. They allow you to view and handle all emails from a single, convenient location.

Mobile Compatibility 

The mobile version of BIGContacts ensures that managing emails on the go is a seamless experience. They provide flexibility and efficiency on the go.

Pros & Cons

Pros

  • Automated tasks and reminders
  • Easy task and meeting tracking thanks to the detailed calendar view

Cons

  • Lack of duplication feature for contact records
  • Missing features when it comes to automated lead scoring
2

Salesforce

Visit Website
Salesforce Logo
4.6
4.6
Free Plan: Yes
Starts at $24 per user per month
Screenshot of Salesforce CRM Homepage

For me, Salesforce CRM is an industry giant. I’ve spent considerable time exploring it – and for good reason. It’s not just a CRM for sales and marketing processes, it’s a comprehensive solution for sales automation across various industries. 

It’s particularly well-suited for large or scaling businesses and sales teams. However, its extensive customization options make it adaptable to diverse needs. 

Why I Like It

I’m someone who’s delved deep into CRM platforms. That’s why I understand the appeal of  Salesforce for many businesses. Its all-in-one solution allows you to manage leads efficiently. Furthermore, you can control customer data, contacts, and more. This optimizes your chances of  closing opportunities. 

It offers an incredible level of customization and integration options, so once you’ve got past the initial set-up challenges, it caters to all types of sales processes.

Key Email Marketing Features

Extensive Customization

Salesforce CRM offers extensive customization, allowing you to adapt it to your business’ unique needs.

Effective Lead Management

It also excels in lead management, helping you track and prioritize leads efficiently.

Powerful Reporting

This CRM provides powerful reporting tools for tracking sales performance and customer behavior.

Seamless Integration

With over 1,000 integrations, Salesforce CRM easily connects with other platforms, streamlining workflows.

Pros & Cons

Pros

  • Extensive customization options tailor the CRM precisely to business needs
  • Robust lead management and scoring prioritize leads and streamline sales processes effectively
  • Powerful reporting tools offer valuable insights for informed decision-making.
  • Relatively easy setup process with a free 30-day trial for exploration.
  • Integration with over 1,000 platforms enhances workflow efficiency

Cons

  • The lack of a free plan limits accessibility for budget-conscious businesses
  • Salesforce can be more expensive compared to some competitors, especially with added functionalities
  • The initial setup and learning curve can be complicated and time-consuming
  • Maintenance, including additional functionalities and customizations, can be time-consuming
3

Salesmate

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SalesMate logo
4.8
4.8
Starts at $23 per user per month
Personal Screenshot of Salesmate CRM Homepage

Salesmate is undeniably one of the best CRM and email marketing for Solopreneur platforms I’ve explored – especially when it comes to marketing automation. Its seamless integration of CRM and email marketing enables targeted email delivery. It’s based on contacts’ actions and preferences. 

With Salesmate, automating follow-ups with prospects and customers becomes effortless. Moreover, the instant notification feature ensures you never miss crucial conversations.

Why I Like It

Salesmate stands out as a top contender in the CRM market, particularly for businesses seeking robust marketing automation capabilities. Despite minor drawbacks, it offers innovative features and a user-friendly interface, making it a valuable asset for streamlining customer interactions. 

Key Email Marketing Features

Contact Segmentation

Segmenting contacts into lists allows for more personalized interactions and enhances engagement and conversion rates.

Tests

Running A/B tests enables you to identify the most effective email campaigns for your target audience, optimizing the value of your marketing efforts.

Email Campaign Analytics

Analyzing email campaign performance and leveraging data-backed insights is vital. Salesmate’s intuitive interface makes using the data for optimization simple.

Pre-Built Templates

The availability of pre-built templates saves time and effort, and the library of them is constantly expanding.

Pros & Cons

Pros

  • Custom triggers help send timely, relevant messages, boosting customer engagement
  • Bulk email features improve efficiency in reaching out to prospects

Cons

  • Salesmate’s mobile app needs improvement for a smoother user experience
  • Software speed can be sluggish, affecting productivity during heavy usage
4

Zoho CRM

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Zoho CRM Logo
4.7
4.7
Starts at $16 per user per month
Zoho Crm homepage

Zoho CRM has caught my attention as an excellent entry-level platform for businesses. It seamlessly scales with any business’s growth trajectory, plus, there’s a free plan. It comes in handy for tracking leads and managing contacts without breaking the bank. 

Why I Like It

Zoho CRM stands out as a versatile and user-friendly platform. I think it’s perfect for businesses looking to streamline sales and marketing processes.

It has some limitations, but its free plan and affordable pricing options make it an attractive choice for small businesses seeking to leverage CRM functionalities to drive growth.

What’s remarkable is its user-friendly interface. It makes navigating through the CRM extremely easy. 

Key Email Marketing Features

Sales Automation

This email marketing service offers robust sales automation. That’s true even on its free plan. You can effortlessly generate leads across various channels such as websites, social media, and email. The platform’s lead scoring directs leads to the correct teams, which ties in nicely with the customizable workflow rules that streamline tasks for enhanced productivity.

Analytics & Reporting

This CRM solution excels in providing comprehensive analytics and reporting. Your users can access pre-built or custom reports to analyze data across modules. Advanced filtering options allow for in-depth analysis. At the same time, customizable charts visualize sales trends and performance metrics.

Omnichannel Communications

Zoho serves as a unified platform for all communication channels. These include email, phone, social media, webforms, and live chat. Integrating these channels enhances collaboration and customer service.

Pros & Cons

Pros

  • Free plan offers essential features for small businesses
  • Intuitive interface for easy adaptation
  • Mobile app for quick access to contacts, leads, and more
  • Integration capabilities enhance utility

Cons

  • Free plan has limitations on users and advanced features
  • Customer support may be lacking for integrations and navigation
5

SageCRM

Visit Website
SageCRM logo
4.6
4.6
Free Plan: No
Starting price: Custom
Personal Screenshot of SageCRM Homepage

SageCRM has caught my attention as a scalable CRM tool. The application promises to drive marketing efforts and empower businesses. Its goal is to engage customers effectively, and its versatile set of features blends with native integrations and various business solutions. This makes it a compelling choice for businesses looking to streamline their operations.

Why I Like It

What stands out about SageCRM is its ability to centralize various aspects of business operations. These range from marketing and customer service to sales team management. This centralization ensures that all of your team members can access real-time insights into the customer journey. 

This helps to avoid task duplication and enhances efficiency. You can track prospects from the initial email contact to the latest one. These valuable insights are useful for strategic decision-making.

Key Marketing Features

Real-Time Tracking

SageCRM offers robust real-time tracking capabilities. They enable businesses to monitor customer interactions and engagement at every touchpoint, 

Integrations

The platform seamlessly integrates with numerous third-party solutions. This boosts its functionality and adaptability to diverse business needs.

Compliance Management

This CRM email marketing solution prioritizes compliance management. It ensures that businesses adhere to regulatory requirements and maintain data integrity.

Pros & Cons

Pros

  • Effective marketing campaign management features
  • Comprehensive suite of tools supporting various business operations
  • Numerous integrations and add-ons expand capabilities

Cons

  • Steep learning curve may challenge new users
  • Lack of transparent pricing may deter small businesses with limited budgets
6

Insightly CRM

Visit Website
Insightly CRM logo transparent
4.6
4.6
Starts at $29 per user per month
Insightly Homepage screenshot

In my exploration of Insightly, I’ve found it to be a promising tool. This CRM with email marketing is perfect for businesses seeking to elevate their sales efforts. It also helps to enhance customer engagement. 

There are areas for improvement – particularly in technical support and reporting customization. However, the platform’s key features and capabilities hold the potential for driving meaningful results.

Why I Like It

Insightly is a CRM with email marketing functionality. This software has certainly piqued my interest. I like its promise of delivering engaging customer experiences to enhance company profitability. Its marketing capabilities appear to be robust, including the ability to create segmented email campaigns to cater to specific target audiences. 

Additionally, Insightly boasts relationship linking and mapping features. These can provide invaluable insights into clients’ organizational structures and enable the delivery of more personalized solutions.

Key Email Marketing Features

In-Depth Reports

Access to in-depth reports and dashboards allows you to track key metrics. You can make data-driven decisions to optimize marketing campaign performance.

A/B Testing

Conducting A/B tests enables businesses to refine their marketing approaches. Based on real-time feedback and insights, they identify strategies that effectively capture the attention of the target audience.

Customer Journeys

Crafting customer journeys ensures personalized interactions. These promote stronger customer relationships and higher engagement rates. 

Drag-and-Drop

Utilizing drag-and-drop functionality streamlines the email creation process. As well as saving time and effort, it maintains design consistency and allows you to modify email templates.

Pros & Cons

Pros

  • Mobile app allows convenient email campaign management from anywhere
  • Pre-built templates save time and streamline campaign creation

Cons

  • Better technical support needed when addressing customer issues
  • Reporting functionalities lack customization options for tailored insights
7

Freshsales

Visit Website
Freshsales Logo
4.5
4.5
Starts at $15 per user per month
Freshsales homepage screenshot

Freshsales offers a 360-degree view of customers, which certainly caught my attention. This software is a promising solution for businesses looking to enhance their lead-generation efforts.It can attract visitors, recognize their intent, and drive repeat purchases. These aspects position it as one of the top CRM solutions on the market.

Why I Like It

What particularly impressed me about Freshsales is its comprehensive approach to email marketing and lead generation. Many platforms offer customizable email templates, but Freshsales stands out by providing a range of landing page templates. 

Furthermore, you can find over 100 block types optimized for conversion. The intuitive drag-and-drop landing page builders make it easy to create high-converting pages, helping to  ensure the success of marketing campaigns.

Key Email Marketing Features

Multichannel Campaigns

Freshsales facilitates engagement across multiple channels. This allows you to reach your audience effectively, via their preferred channel.

Task Management

The platform offers robust task management features that allow your teams to stay organized and focused on key priorities.

Marketing Lists

Freshsales empowers users to create targeted marketing lists. It gives sales reps the precision and effectiveness of outreach efforts.

Pros & Cons

Pros

  • Simple, user-friendly interface
  • Leverage of AI forecasting

Cons

  • Customer support needs to improve
  • Limited third-party integrations
8

Activecampaign for Sales

Visit Website
Activecampaign for Sales logo
4.4
4.4
Free Plan: Yes
Starts at $29 per user per month
Personal screenshot of Activecampaign for sales homepage

ActiveCampaign immediately caught my attention. This CRM email marketing solution promises to deliver automated sales solutions. I’m invested in optimizing marketing efforts, so I was eager to explore its smart marketing automation capabilities.

Why I Like It

What stood out to me is its emphasis on intelligent automation and personalized communication. I was particularly impressed by its ability to leverage tags and custom fields. 

Furthermore, it can organize contact data and tailor marketing campaigns. This level of customization ensures that every interaction feels personalized, enhancing customer engagement and loyalty.

Key Email Marketing Features

A/B Split Tests

ActiveCampaign offers A/B split testing functionality. It enables you to identify which email sequences yield better results and optimize accordingly.

Audience Segmentation

The platform enables the segmentation of the audience into distinct groups, promoting targeted and personalized communication strategies.

Goal Setting

You can set goals for each stage of the sales funnel and track performance metrics. This allows you to gauge the effectiveness of marketing efforts.

Pros & Cons

Pros

  • Powerful email sender
  • Targeted engagement

Cons

  • Speed improvement needed
  • Using reports is complicated
9

Dynamics 365 Sales

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Dynamics 365 Sales logo microsoft
4.3
4.3
Starts at $65 per user per month
Screenshot of Microsoft Dynamics 365 homepage

Exploring Microsoft Dynamics 365 was like stepping into a comprehensive suite. For me, it’s a business application designed to streamline operations. It comes with lots of features tailored to enhance customer interactions. I found Dynamics 365 to be a worthy CRM solution. It offers both cloud-based and on-premises deployment options to suit diverse business needs. Furthermore, it’s the best CRM and email marketing tool for Microsoft Exchange.

Why I Like It

What immediately appealed to me about Microsoft Dynamics 365 is its versatility and scalability. Whether you’re a large enterprise or a growing SMB, it doesn’t matter. Dynamics 365 offers a range of applications. These cater to various business functions – from sales and marketing to finance, supply chain, and HR. 

This comprehensive approach ensures that all aspects of business management are covered, giving you seamless collaboration and data-driven decision-making.

Key Email Marketing Features

Deployment Options

For me, one of the best features is the app’s flexibility. You can use it both in the cloud and on-premises. This gives you the freedom to choose the option that best aligns with your workflow at any given time.

Financial Management and Accounting

The platform provides robust financial management features. I saw accounts payable and receivable, general ledger, and cash flow management. These features enable you to optimize your financial processes and gain valuable insights.

Reporting and Analytics

You’ll find built-in dashboards, KPIs, and customizable reports. Dynamics 365 equips users with all the tools they need. 

Pros & Cons

Pros

  • Free trial for 30 days
  • Mobile Application
  • Lots of features for large businesses, with clear pricing
  • Mobile app helps manage tasks on the go, boosting productivity

Cons

  • Dynamics 365 lacks some essential CRM features like lead management.
10

Hubspot Sales Hub

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Hubspot logo
4.2
4.2
Starts at $45 per user per month
Personal screenshot of Hubspot sales hompage

Exploring HubSpot CRM, it became clear that this is a complete package. The software offers streamlined customer relationship management and promises to boost sales productivity. For me, HubSpot CRM is a versatile solution suitable for businesses of all sizes and industries.

Why I Like It

For me, one of the highçlights of HubSpot CRM is its intuitive interface, despite offering a robust feature set catering to sales and email marketing teams. Whether you’re a B2B or B2C business, it doesn’t matter. This CRM solution provides tools for tracking leads, managing contacts, and automating email campaigns. The platform’s free version provides core CRM functionalities so it’s accessible to businesses with varying budgets.

Key Email Marketing Features

Email Integrations

HubSpot CRM seamlessly integrates with email platforms. It enables you to manage CRM-related tasks directly from your inbox. The smart send notifications feature analyzes sales activities and recommends that leads be monitored to enhance sales reps’ efficiency.

Customizable Dashboard

The platform’s intuitive dashboard offers a real-time view of the sales funnel, allowing you to customize modules based on your specific preferences. The active area within the dashboard promotes seamless navigation and task management.

Personalized Sequences

The software enables users to create personalized email sequences—these work for leads and existing customers, improving engagement and conversion rates.

Pros & Cons

Pros

  • Free Core CRM Software
  • Real-Time Lead Notifications
  • Personalized Email Sequences

Cons

  • Costly Per-User Plans for Small Businesses
  • Single Email Per Contact Limitation

Considerations for Small vs. Large Companies

I think it’s clear that selecting the right CRM depends on the unique needs of your business. It doesn’t matter if it’s a small startup or a large corporation. In my experience, smaller organizations tend to prefer simple, user-friendly platforms. 

They focus on essential features like contact management and basic sales automation. These CRMs focus on simplicity and ease of use, so they’re ideal for startups with limited resources and sales teams. 

On the other hand, larger enterprises need more robust solutions that offer extensive customization options.They also need advanced features to manage complex workflows across many departments. 

These software solutions prioritize scalability and flexibility. They need to cater to the diverse needs of large organizations. 

Both small and large enterprise CRMs should provide efficient data handling, yet there are distinct differences to consider. Large enterprise CRMs often offer more extensive customization options and scalability.

Additionally, factors like data security and pricing play a crucial role in decision-making. Based on my research, platforms like Zoho CRM are well-suited for small businesses. They offer affordability and ease of use. Microsoft Dynamics 365, on the other hand, is better suited for larger enterprises since it boasts advanced features and scalability. 

Summing Up

Choosing the right CRM software is crucial for optimizing business operations. Whether you’re a small startup or a large corporation, it’s vital to find a solution that fits your size, needs, and budget. By considering factors like scalability, customization, affordability, and data security, you can make an informed decision. 

FAQs

  1. 1) Which CRM is best for email marketing?
    The top choices include HubSpot CRM, ActiveCampaign, and Salesforce. Choose the one that best suits your specific needs.
  2. 2) Can CRM do email marketing?
    Yes, many CRMs offer built-in email marketing tools for creating, sending, and tracking campaigns.
  3. 3) What’s the best CRM to use with Gmail?
    HubSpot CRM, BIGContacts, and Insightly all integrate well with Gmail, enhancing productivity.
  4. 4) Is Mailchimp a CRM?
    Mailchimp focuses on email marketing. Yes, it offers basic CRM features, but dedicated email CRM platforms provide more comprehensive solutions.
  5. 5) Which CRM includes email marketing?
    Most of the CRM solutions mentioned above include email marketing in their list of features.