Automate personalized campaigns with email marketing CRM software

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.

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.

Why should you use CRM for email marketing campaigns?

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.

Perfect CRM with email marketing automation is here!

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.

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.

Step 1: Create stunning email templates in minutes
EMAIL TEMPLATE BUILDER

Step 1: Create stunning email templates in minutes

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 2: Create a List of contacts
LISTS & SEGMENTS IN SALESMATE

Step 2: Create a List of contacts

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.

Step 3: Leverage Salesmate Marketing Automation
MARKETING AUTOMATION

Step 3: Leverage Salesmate 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 4: Improve the Performance of campaigns
PERFORMANCE METRICS

Step 4: Improve the Performance of campaigns

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.

Top rated across all platforms

Customers have rated us the best compared to any other software across review platforms like G2, Gartner, TrustRadius.

Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
Top rated across all platforms
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. Verified
Justin M. VerifiedVerified 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 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?

What else can Salesmate do for your business?

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.
Frequently asked questions

Got questions? Find answers!

What is CRM email marketing?

CRM email marketing is a way of sending customized and tailored emails to customers using their past purchase history and behavior.

By using customer data stored in CRM software, businesses can create more personalized and targeted email campaigns to help move potential customers through the sales pipeline.

It’s a powerful tool that combines email marketing with customer data to help improve sales and marketing processes. 

CRM email marketing can be used to:  

1. Nurture leads: Send targeted emails to leads based on their stage in the buyer’s journey.  

2. Build relationships: Send personalized emails to customers based on their past interactions with your business.  

3. Drive sales: Send targeted emails to customers based on their purchase history and predicted buying behavior.  

Try automating email marketing campaigns and using CRM for email marketing if you want to grow your business. 

Does CRM include email marketing?

How can I use CRM data for email marketing?

How do I get started with email marketing and CRM?

What are the advantages of using CRM for email marketing?

How to choose the best CRM with email marketing automation?

Examples of email marketing automation?

What are the features of CRM email marketing?

Why Salesmate is best for CRM with email marketing?