As a business, if you want to reap the benefits of email marketing, you must choose the best CRM email marketing software to automate repetitive tasks. The best way to do that is by using a CRM email automation software that suits your needs.
But with so many options of CRM platforms, it has become extremely difficult to choose. And instead of being able to save more time, businesses end up spending weeks trying to figure out which tool to use.
So today, let's choose the best CRM with email automation features for your business needs that will get you maximum results.
Table of contents
What is CRM email automation?
CRM email automation is a process where you use a CRM to automate and level up your email marketing campaigns using customer relationship management software. It allows you to track customer interactions, analyze data, segment your audience, and build relationships with them, all from one dashboard. This helps you stay more organized and ensures no information is missed in your sales and marketing processes.
CRM email automation software is like a personal assistant for your inbox, streamlining your communication efforts and helping you stay on top of your contacts effortlessly.
:💡: Related guide: A Beginner's Guide to Email Automation
Why should you use a CRM for email automation?
For businesses of all sizes, a CRM for email automation can provide huge benefits in terms of efficiency, cost savings, and improved customer service. By using a CRM, you'll be able to understand your customers' interests better and tailor your services (or e-mails) to meet their individual needs.
Benefits of CRM with Email Automation
CRM email automation tools offer numerous benefits for businesses of all sizes in terms of efficiency, cost savings, and improved customer service. By using a CRM, you'll be able to understand your customers' interests better and tailor your services (or e-mails) to meet their individual needs.
Furthermore, improved email deliverability and open rates result in higher conversions and revenue growth. With these tools, businesses can optimize their email marketing strategies and engage customers effectively.
Let's take a look at the benefits of using a CRM with email automation features:
1. Automate repetitive tasks, freeing up time for more important activities
CRM email automation tools let you save time and boost efficiency by automating all your everyday repetitive tasks that do not need your attention.
By automating repetitive tasks, sales teams and marketers can focus on more strategic activities that drive lead generation and business growth. These tools can enhance your team's productivity and help you achieve marketing goals significantly faster.
2. Send tailored messages at scale
Personalized messaging is crucial in email marketing to maximize engagement and conversion rates. These tools allow you to improve your email marketing campaigns through targeted messaging and personalization.
With features like AI and customer journey tracking, marketers can easily segment their audience and send customized messages based on their preferences, behavior, and stages in the customer journey.
3. Refine your strategies with data-driven insights
CRM email automation tools offer valuable data insights to refine and improve your marketing campaigns. By testing, analyzing, and iterating your automated email campaigns, you can maximize their impact. They also provide you with insights into customer behavior, preferences, and engagement metrics, allowing you to refine your strategies as to what works and what doesn't.
4. Organize communication history
You can neatly organize every prospect and our customers' communication history with your business in a CRM. It It helps you refer back to it whenever there's a need and also uses the data for analyzing behavioral trends.
5. Scale marketing efforts with minimal manual effort
You can scale your marketing efforts without proportionally increasing your manual effort by using CRM email automation tools. These tools are designed to help small business owners and marketers improve their customer relationships and optimize their email marketing campaigns at the same time.
Features such as list segmentation and personalization enhance engagement and increase conversions. Integrations with CRM systems provide valuable customer data for targeted marketing campaigns.
One of the key features of CRM email automation tools is their ability to streamline the email creation process. With an easy-to-use drag-and-drop email builder, you can create visually engaging emails without any coding. This feature allows you to customize and design your emails to match your brand and resonate with your audience, making it an essential feature for successful email marketing campaigns.
Top 10 CRM Email Automation Tools to Consider
When it comes to finding the right CRM email automation tool for your business needs, exploring the top 10 options can make a significant impact on your marketing campaigns. These tools are designed to streamline your email marketing efforts by leveraging the power of AI, and customer journey insights. Consequently, improve ROI and enhance lead generation.
So we have created this list based on the extensive research we conducted to identify the best CRM with email automation features for your business. From online resources to product demos and user reviews, we have gone through everything to create this list. Let's look at the best CRM email automation tools to make your life easier.
In Nutshell you can manage your email marketing automation effectively and your entire team can stay on top of every conversation that's happening.
It's email automation features are a valuable tool for marketers looking to enhance their email marketing strategies
- Get customized reports that show important metrics like the open rate, or reply rate of your campaigns.
- Use ready-made templates so you don't have to keep writing the same emails every time. Mailmodo has many ready-to-use templates for different occasions. You can visit our templates page and choose as per your needs.
- Create segments or lists of contacts based on specific demographic or psychographic traits, making sure your messaging is right for the people you're talking to.
G2 Rating: 4.2/5
2. Zoho CRM
Zoho CRM lets you nurture your leads based on the stage they are in, in their customer's journey. And with AI being all the rage in 2023, how can we not include a CRM that offers you an AI assistant to enrich your contacts with important information and give you intelligent recommendations? With deal management features, track what stage of the buyer’s journey customers are in, and have your sales reps reach out to them. Zoho CRM also provides social media management capabilities, allowing you to streamline your social media activities and engage with your audience effectively.
- Measure the effectiveness of your efforts by tracking important metrics or even the ROI of a particular campaign
- Create extremely targeted customer segments with any filter or criteria you want for better personalization
- You can even schedule reminders for your team and ensure that no one ever misses an important deadline
G2 Rating: 4/5
Hubspot offers one of the best CRM options for email automation. But it's lower on our list because the tool comes with a somewhat steep learning curve. If that's not a problem for your team, then probably this is the best option for you. HubSpot’s free plan is highly generous, letting you store up to one million contacts in your CRM, send up to 2,000 emails per month, and set up simple marketing automations. You can even use the platform’s non-marketing features, such as conversational bots, at no cost. Additionally, HubSpot CRM Suite Professional plan provides 100 custom reports, allowing you to gain valuable insights and analyze your data effectively.
- Track customer's activities and send automated emails to them at the right time
- Use their mobile application to manage or oversee the emails. This can be an important feature in case you find yourself unable to access your laptop and need to look into things immediately
- A/B test your emails as per different segments and find out what works best for which of your customer segments
G2 Rating: 4.4/5
Salesforce is an enterprise-grade solution that comes with robust email automation functionality. It lets you engage with your contacts in a way that feels personalized.
- You can personalize communications, drive more sales, and increase customer satisfaction while reducing your churn rate with the help of artificial intelligence
- With Salesforce you get real-time analytics of your campaign performance which can further help you to optimise your strategies and increase the results
- You can track customer journeys and send helpful guides or content if they get stuck in a particular stage. This will 2x your retention rate and customer loyalty
G2 Rating: 4.3/5
If ease of use is an important factor for you, then ActiveCampaign will be one of the best options to consider. The software is intuitive and does not have a steep learning curve. So your team can save a lot of time if you choose this.
- You can set goals for each stage of your sales funnel and track your performance to see whether your efforts are helping you reach your marketing goals or not
- ActiveCampaign has exceptional automation features that can help you send personalized content, reminders, or recommendations to your customers as per their actions and increase your conversions
- With this, you can narrow down who are your most loyal customers and reward them with offers or discounts. You can also find out the ones who do not engage much with your emails, and take steps to get them interested
G2 Rating: 4.5/5
Brevo offers a robust CRM email automation tool that enables efficient marketing. With Brevo, you can automate your sales processes and pipeline, improving productivity.
- Brevo also provides advanced features like lead management and workflow automation to streamline customer engagement.
- It has a very intuitive interface which enhances the user experience, making it one of the best CRM email automation tools available.
- The analytics system by Brevo tracks and measures the success of your email marketing efforts and gives you detailed insights
G2 Rating: 4.5/5
7. Benchmark Email
Benchmark Email stands out as one of the most user-friendly CRM email automation tools with its advanced features.
With Benchmark Email, you have access to customizable email templates for professional campaigns. You can also track the performance of your email marketing campaigns using their analytics tools. Additionally, their customer support is exceptional. So if you think you'll need help setting it up, you can consider Benchmark Email.
- The platform allows for easy creation and management of email campaigns, leveraging triggers based on subscriber behavior and lead scoring.
- It also offers A/B testing functionality to optimize email campaigns, detailed analytics, and reporting to provide insights into the success of email campaigns.
- Integrates easily with other CRM tools and platforms, making it a flexible option for businesses.
G2 Rating: 4.3/5
Pipedrive, a leading CRM email automation tool, offers a suite of features to optimize email marketing efforts. It seamlessly integrates with other sales and marketing softwares, and comes with customizable sales dashboards, enhancing its versatility.
- Users can effortlessly set up automated email sequences for leads and customers, ensuring consistent engagement.
- The visual interface provides clear insights into lead progression through the sales funnel, allowing for campaign adjustments.
- It also has lead scoring and tracking features making Pipedrive a comprehensive solution for sales pipeline management.
G2 Rating: 4.2/5
Freshworks is a dynamic CRM email automation tool designed to enhance email marketing strategies. It enables personalized email creation and scheduling for targeted campaigns.
It has robust campaign management capabilities with user-friendly interface and exceptional customer support making Freshworks a top choice for CRM email automation. Additionally, seamless integration with popular email services like Gmail and Outlook streamlines inbox management and makes it a breeze.
- Freshworks empowers users with advanced analytics, allowing for precise campaign assessment and refinement.
- Its segmentation capabilities facilitate tailored marketing messages.
- Freshworks also comes with contact management and sales automation features for effective engagement.
G2 Rating: 4.5/5
Engagebay is a versatile and comprehensive CRM solution with powerful email marketing automation capabilities. It empowers users with customizable email templates and intuitive drag-and-drop builders, simplifying the campaign creation process.
Moreover, the affordable and scalable paid plans of EngageBay makes it a suitable CRM for businesses of all sizes.
- Engagebay excels in automating tasks like drip campaigns, follow-up sequences, and lead nurturing workflows.
- Its ability to segment and personalize email lists ensures targeted communication.
- The platform also offers customizable email templates, robust tracking and analytics capabilities, and reporting features to monitor campaign performance effectively.
G2 Rating: 4.6/5
How to Choose the Right CRM Email Automation Tool
Selecting the right CRM email automation tool is pivotal for maximizing your marketing efforts. Here are key considerations to guide you towards making an informed choice.
1. Evaluate Email Marketing Features: Look for customizable email templates, segmentation options, and advanced personalization features like dynamic content.
2. Consider the Cost: Compare pricing plans to find the best value for essential features. Consider scalability and potential future costs for ROI assessment. Additionally, it's best to first get a free trial of the tool and see if it works well for you.
3. Assess CRM and Email Automation Features: Prioritize functionalities like contact management, sales pipeline tracking, and seamless integration with existing CRM software.
4. Verify Ease of Use: Seek an intuitive interface, drag-and-drop editors, and easy workflow builders. Comprehensive documentation and reliable customer support are essential.
5. Check for Email Tracking and Analytics: Ensure real-time tracking, visual analytics, and metrics like bounce rates. Integration with analytics platforms provides deeper insights.
6. Ensure High Deliverability: Look for tools offering email list management, spam testing, compliance checks, and domain authentication.
Choosing any software that directly contributes to your business growth is difficult. And we hope this blog could help you understand which CRM email automation tool is the best for you.
Additionally, the best way to use CRM email automation is by integrating it with an advanced email marketing tool like Mailmodo. Mailmodo works with many popular CRMs, including Salesforce, HubSpot, and Pipedrive. This allow you to sync contacts directly from your database into Mailmodo to quickly create personalized emails for customers.
What you should do next
Hey there, thanks for reading till the end. Here are 3 ways we can help you grow your business:
Talk to an email expert. Need someone to take your email marketing to the next level? Mailmodo’s experts are here for you. Schedule a 30-minute email consultation. Don’t worry, it’s on the house. Book a meet here.
Send emails that bring higher conversions. Mailmodo is an ESP that helps you to create and send app-like interactive emails with forms, carts, calendars, games, and other widgets for higher conversions. Get started for free.
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