When you begin the process of generating ideas to improve the efficiency of your marketing campaigns, the concept of “personalization” is bound to be mentioned.
Businesses that aim to provide more personalized services become leaders in the current marketplace.
However, how can you add a personal touch to each of your emails?
By consolidating customer information into a comprehensive database, a customer relationship management (CRM) tool can effectively enhance email marketing campaigns by centralizing all relevant details, including purchasing preferences, previous interactions, and specific notes about contacts. This consolidated platform improves email outreach by streamlining access to crucial information, resulting in a more impactful approach.
If you are highly concerned about organizing your business effectively and managing it efficiently, it’s possible that you are already utilizing a CRM system. Additionally, it is probable that you have now established an email marketing plan. Combining these two elements could potentially give your company a competitive advantage.
In this blog, we will explore the basic principles of CRM email marketing and its impact on your business. Additionally, we have compiled a list of the top CRM solutions to enhance your email marketing campaigns. Without further ado, let’s jump right in!
What is CRM Email Marketing?
CRM email marketing is a methodical strategy that utilizes contact data to enhance the effectiveness of email interactions by personalizing them. This approach entails harnessing data from your CRM system to develop precise email campaigns. By utilizing the optimal CRM system for email marketing, you can monitor customer engagement and utilize this knowledge to enhance your marketing endeavors.
CRM email marketing offers businesses the chance to enhance customer acquisition, engagement, and retention by efficiently monitoring prospects’ progress in the sales funnel and taking appropriate actions to finalize deals.
CRM has the ability to enhance email marketing by ensuring personalization and alignment with customers’ needs. The data gathered in your CRM system can establish the basis for establishing enduring and trustworthy customer relationships. It can enable you to provide customers with the most dependable solutions tailored to their individual requirements.
Features of CRM Email Marketing
In 2020, Statista reported that there were 4 billion people using email daily worldwide. By the end of 2025, this number is projected to increase to 4.6 billion. This demonstrates the enduring appeal and effectiveness of email as a marketing strategy.
Every dollar spent on CRM can result in an impressive return of $8.71.
Any organization can achieve promising results by utilizing the combined capabilities of CRM and email marketing.
To achieve successful CRM email marketing, you need a tool that has a wide range of features and simplifies the process of personalizing outreach efforts. This tool should allow you to contact potential customers and existing clients at the most suitable moment, without any difficulties.
Below is a breakdown of some key features that make a CRM email marketing solution effective:
Managing contacts:
CRM email marketing relies heavily on efficient contact organization. In order to achieve this, it is important for the contact management software to have a centralized database that stores various information such as social media activity and contact details. By having detailed profiles, it becomes easier to comprehend and fulfill user needs effectively.
The process of automating tasks and procedures using technology and computer software.
By automating mundane tasks, automation relieves your staff from those burdensome responsibilities, enabling them to focus on other creative processes. The tool should provide the capability to automate emails and establish drip sequences, enabling you to engage with contacts at the appropriate moments.
Analyzing and recording data to gain insights and make informed decisions.
Step by step, consider rephrasing the following text while preserving the original meaning. Do not add new information or remove any information: The CRM email marketing tool ought to provide robust reporting and analytics functionalities. It should assist in tracking metrics like email delivery, open rate, click-through rate, unsubscribe rate, and more. This knowledge enhances decision-making and enables you to enhance the effectiveness of your email campaigns.
The process of combining different elements or components together:
The tool should have a simple connection process with other business applications like business analytics or collaboration tools. These integrations can enhance the effectiveness of marketing campaigns by ensuring data synchronization across various applications.
1. Retain the original information and do not omit or introduce any new details while sequentially rephrasing the text: Original Text: “Please follow these instructions carefully to assemble the furniture.” Rephrased Text: “To assemble the furniture, it is important to carefully follow these instructions.” 2. Maintain the original meaning and order of information without making any additions or subtractions: Original Text: “In order to bake the cake, preheat the oven to 350°F and gather all the necessary ingredients.” Rephrased Text: “To bake the cake, make sure to preheat the oven to 350°F and collect all the required ingredients.” 3. Keep the same meaning and flow of the text while rearranging it step by step without any alterations: Original Text: “First, plug in the power cord. Then, press the power button to turn on the device.” Rephrased Text: “Begin by plugging in the power cord. Next, press the power button to activate the device.” 4. Retain the original information exactly as it is without modifying or adding any additional details: Original Text: “To apply for the scholarship, complete the online application form and submit all supporting documents.” Rephrased Text: “To be considered for the scholarship, ensure that you fill out the online application form and provide all required supporting documents.”
In order to avoid repeatedly writing the same emails, the tool should provide both ready-made templates and options for customization. For instance, you can create a set of welcome emails and save it for later use. Subsequently, you can arrange for these emails to be automatically sent as soon as anyone joins your email list.
The editor is user-friendly.
The tool should have the ability to format your emails and customize them for the recipient. Additionally, it should aid in enhancing email engagement by allowing easy inclusion of images, videos, files, etc.
The process of dividing a larger entity into smaller, distinct parts for the purpose of analysis or categorization.
By determining the audience group that will be most receptive to your campaign, you can enhance the potential outcomes. The tool should allow you to generate segmented lists, which can then be utilized to customize the marketing campaign according to the customer’s behavior and interests.
Access on mobile devices:
In order to stay updated on your marketing campaigns from any location, the tool should provide mobile accessibility. This feature of remote access will guarantee that you remain engaged in significant discussions, even when you are away from the office.
Advantages of CRM Email Marketing
The significance of personalized engagement in driving profitable business outcomes is effectively demonstrated by the fact that 80% of consumers are likely to purchase from a business that offers personalized experiences.
CRM email marketing is considered one of the most successful approaches to achieving such personalization.
Email marketing remains one of the most effective marketing tools for businesses, evident in its integration with CRM significantly enhancing profitability and accelerating organizational growth.
With the integration of email marketing into your CRM platform, you have the capability to track customers’ history with your business and adjust future interactions accordingly. This aids in establishing a robust relationship that leads to financial gains.
CRM email marketing has several notable advantages.
Enhance the efficiency of the organization.
Improved organizational productivity is one of the key benefits of email marketing CRM. By bringing all business data to a single platform, the CRM system eliminates the need to constantly switch between different applications. Additionally, it facilitates coordination within teams, ensuring that everyone is well-informed. This enhanced visibility into business data promotes seamless communication both within and outside the organization.
Expand your reach to a broader audience:
With a 21.33% average open rate for emails, Mailchimp states that you can effectively reach and target a broad customer base using the best CRM email marketing tool. By creating a well-designed email campaign, you can easily attract high-quality leads and observe an enhancement in your conversion rates.
Increase the number of successful transactions:
By thinking step by step, you can rephrase the text below while maintaining the same meaning: Your potential customers are at various stages of the purchasing process. Creating content that caters to their needs at each specific stage helps in converting more leads into sales. Within your CRM, you can utilize a sales pipeline to monitor the whereabouts of prospects and send appropriate emails accordingly.
Obtain good return on investment.
CRM email marketing is a channel that allows you to generate leads and increase sales without requiring a significant investment, thereby being highly cost-effective. Its low conversion cost makes it a suitable option for reaching a broad audience and increasing brand awareness. With its exceptional affordability, this channel is widely favored.
Easily monitor performance.
Using a CRM tool makes monitoring the performance of a marketing campaign convenient. In-depth reporting and analytics allow access to various metrics, such as delivery rate, click-through rate, and unsubscribe rate. By utilizing this information, the marketing team can determine the most effective strategies for their audience and work on enhancing underperforming aspects.
To obtain customer loyalty:
By utilizing actionable insights from CRM, every interaction can be made more relevant. Personalizing outreach efforts becomes easier when there is sufficient information about customers’ purchasing behavior. Transforming each email into a proposition enables the establishment of enduring relationships, changing emails from aimless annoyances to valuable resources for customers.
Best CRM Software for Email Marketing
- ActiveCampaign
The pricing begins at $9 per month.
ActiveCampaign stands out as the leading choice when it comes to finding a complete CRM, email marketing, and automation solution. Although the other products in this guide provide some degree of email marketing and automation capabilities, ActiveCampaign offers the most extensive range of features.
The only exception is HubSpot, which provides more features but lacks in the area where ActiveCampaign excels: marketing automation.
HubSpot’s pricing is significantly higher compared to ActiveCampaign, which is known for being one of the most budget-friendly all-in-one platforms available.
Some important characteristics are:
- CRM: Manage contacts and automatically update details without manual input.
- Email marketing: Advanced email marketing campaigns including broadcast emails, triggered emails, targeted emails, and more.
- Unlimited emails: Send an unlimited number of emails to contacts on every plan.
- Email builder: Drag-and-drop email builder available on every plan.
- Email templates: Use or edit email templates to create campaigns quickly.
- Autoresponders: Send automatic email responses to prospects instantly or after your specified delay.
- Sales automation: Cut the manual workload out of sales with automated tasks, notifications, and reminders.
- Contact & lead scoring: Prioritise leads to focus your marketing and sales efforts on the highest-value prospects.
- Marketing automation: Automate email campaigns and marketing responses to deliver messages and take action.
- Automation builder: Create your own automation workflows with ActiveCampaign’s drag-and-drop automation builder.
- Site & event tracking: Track user behavior on your website to attribute campaign success and deliver relevant messages based on user actions.
- Customer support: Provide customer support through email and chat.
- Customer retention: Identify and reward your best customers to incentivize repeat purchases.
ActiveCampaign aims to offer a comprehensive range of marketing tools, coming close to meeting the needs of most individuals. By combining various tools into a single platform, this all-in-one system ensures cost savings on software fees for integrating sales, marketing, and customer service.
ActiveCampaign’s affordable pricing model, known as pay-as-you-grow, amplifies these savings by offering enterprise software at SME price tags.
ActiveCampaign’s Plus plan, which is suitable for most SMEs, provides a feature-per-dollar platform that includes advanced tools and features, even in its most affordable plans. Below is a breakdown of the cost for different contact numbers on this plan.
- 1,000 contacts – $49/mo
- 2,500 contacts – $99/mo
- 5,000 contacts – $135/mo
- 10,000 contacts – $199/mo
Importantly, the prices of its higher-priced plans rise gradually, ensuring that sudden price increases do not hinder further growth. This is a common issue encountered with enterprise marketing systems.
ActiveCampaign’s greatest advantage lies in its automation capabilities, surpassing any other platforms we are considering in this guide. ActiveCampaign revolves around its drag-and-drop automation builder, which enables users to visually design workflows for various purposes such as email sequences, automatic replies, triggered messages, automated sales tasks, and complete automated marketing strategies.
By employing website tracking, lead qualification, lead scoring, and email marketing, you have the ability to implement automated workflows throughout your marketing and sales funnel. These workflows serve to direct leads and customers towards the subsequent significant stage of their journey, whether it be the subsequent conversion, the next purchase, or providing feedback, for instance.
You will receive a comprehensive range of email marketing features, which include an email builder that allows you to create attractive messages using a drag-and-drop function. You can start from scratch or make modifications to a template from the platform’s library.
The only feature that is missing is a specific system for sending transactional emails. Although you can generate and send transactional emails through ActiveCampaign, there is no integrated system to monitor them individually, which prevents users from unsubscribing or tracking payments.
With the extensive range of email marketing features available, incorporating a transactional system would undoubtedly solidify this as the ultimate choice for an email marketing system.
Currently, Brevo is the sole provider of a specialized transactional email system. Additionally, HubSpot offers a transactional email add-on with restricted capabilities at a cost of $1,000 per month. However, if recipients choose to unsubscribe, HubSpot’s add-on fails to deliver transactional emails, thus negating the purpose of purchasing the plugin initially.
ActiveCampaign contains a crucial set of capabilities, which includes an intelligent data system that utilizes advanced machine learning technology. The smart lead scoring feature improves the process of automatic lead qualification, continuously updating as prospects move through your funnel and the sales cycle.
ActiveCampaign uses the behavior of sales leads and your historical data to calculate the probability of winning. This allows your sales team to decide which deals to prioritize. Additionally, you can also assess the customer lifetime value of prospects and concentrate on those likely to generate the highest revenue.
- Omnisend
There is a free plan option, and the pricing begins at $13 per month.
Despite being relatively new to the marketing software industry, Omnisend has established itself as a cutting-edge solution that effectively addresses the contemporary challenges encountered by businesses today.
The platform caters to the needs of e-commerce companies aiming to automate their sales and marketing processes, a niche that only few CRM providers serve.
Omnisend provides a free plan for new and smaller retailers. Additionally, paid plans begin at just $13 per month and come with a remarkable range of features.
Key characteristics:
- Lead generation: Capture leads on your website with landing pages, forms, and pop-ups.
- Email marketing: Create and manage email campaigns to turn leads into paying customers and incentivize repeat purchases.
- Marketing automation: Automate email campaigns, SMS campaigns, and push notifications.
- e-commerce workflows: Omnisend has a collection of pre-built automation workflows designed specifically for e-commerce brands.
- Website tracking: Track user behavior on your site and attribute actions.
- A/B testing: Test the effectiveness of email and marketing campaigns so you can run with the top-performing variation.
- Abandonment campaigns: Target people who failed to complete the purchase with incentive campaigns to close the deal.
- Cross-selling & upselling: Encourage customers to buy again with product recommendations or compel them to spend more by promoting more expensive products/upgrades.
- Customer retention: Keep your customers engaged and spending with retention campaigns.
- Customer loyalty & incentivization: Incentivise purchases and loyalty with recommendations, gift boxes, and scratch cards.
- Reporting: Track campaigns, sales team performance, customer retention, and more.
- Integrations: Omnisend integrates with most of the major e-commerce platforms, including Shopify and WooCommerce.
Omnisend incorporates a range of impressive capabilities tailored for e-commerce websites, which encompass specialized campaigns, automated workflows, and reports intended to optimize sales for online stores.
The built-in cart abandonment campaigns allow you to contact previous visitors who added items to their shopping cart but did not complete the purchase. This functionality is available in ActiveCampaign and other email marketing platforms, making it particularly useful for smaller retailers and new business owners who are still becoming familiar with e-commerce marketing.
Omnisend offers a free plan that is advantageous for new and small businesses. This plan includes coverage for up to 500 contacts and 15,000 emails per month, which is a reasonable limit for contacts and a generous limit for emails.
Also included in the free plan are impressive features such as email marketing, website tracking, landing pages, pop-ups, and a satisfactory range of targeting and segmentation options.
Regrettably, the free plan does not include any automation features. However, the Standard plan grants access to most automation features, with the exception of push notification automation and personalized recommendations. These two features are only available on the Pro and Enterprise plans.
For the majority of features offered by Omnisend, only a small number of them are limited to the higher-priced plans. This implies that by paying $13 per month for the entire year’s subscription in advance, you can avail most features.
When considering Omnisend’s paid plans, it is important to note that you are primarily charged based on the number of contacts in your system, rather than the features included.
Omnisend promotes its SMS marketing features as a significant selling advantage, and without a doubt, the platform provides a remarkable dedicated system for sending and automating SMS marketing and sales strategies.
The only drawback is that it can become costly when using the standard plan since you need to purchase credits for every message you send.
The pricing also varies depending on your location. For example, in the US, you can get 100 SMS messages for $1.50, while in the UK it will cost you $5.00, and in Australia it will be $4.50.
If, for instance, you have to pay an extra $25.00 per month to send 500 SMS messages in the UK, for example, this pricing is not aligned with the affordable nature of Omnisends plans.
The Pro and Enterprise plans offer free SMS credits, which is great news. However, if you’re sending a large number of messages, you might still need to purchase credits.
- CompanyHub
Pricing begins at $15 per month.
CompanyHub aims to simplify all-in-one marketing software by offering a user-friendly experience similar to Excel, while still providing small businesses with all the necessary features to facilitate growth.
Included in the package is a CRM that can be customized according to your preferences, as well as features such as email automation, lead management, a visual sales pipeline, reporting, and sales bots. Additionally, there are two excellent mobile apps available for both iOS and Android devices, allowing you to efficiently manage your deals even when you are on the move.
Although CompanyHub does not offer a free plan, its pricing is competitive compared to Omnisend and other affordable platforms we are currently considering, starting at $15 per month per user.
Certain characteristics:
- Customizable CRM: Manage customer data in your own way with custom fields, columns, filters, and reports.
- Lead management: Manage leads across the entire customer journey.
- Pipeline management: Single deal pipeline management on the cheapest plan, multiple deal pipelines on higher plans.
- Sales bots: Capture leads from your website using native chatbots.
- Email sync: 2-way email sync allows you to send emails from CompanyHub and your email client.
- Bulk emails: Send emails in bulk without manually rewriting and sending.
- Email tracking: Unlimited email tracking available on all plans.
- Email templates: Basic email templates available on all plans.
- Email scheduling: Schedule emails to send them at the most opportune moment.
- Reminders: Follow-up on unanswered emails by creating reminders that trigger when no reply is received after your specified duration.
- Appointment booking: Allow your customers to book appointments on your website and your team to manage them in CompanyHub.
- Lead capture: Capture leads from your website through email sign-up forms.
CompanyHub’s CRM is loosely modeled after the spreadsheet format, which is often adopted by small businesses as a means of storing customer and business information before transitioning to specialized software.
Companies currently using spreadsheets for data storage will find it easy to adapt to and immediately use CompanyHub with minimal effort.
The format works and it is a wise design decision.
CompanyHub’s CRM includes an easy-to-use drag-and-drop system that helps users manage customer data, leads, and deals throughout the entire sales funnel. This user-friendly system is built on top of an Excel-inspired interface.
The system can be customized to meet the needs of various industries and business types. This includes agencies, startups, non-profits, and small businesses such as estate agents and roofing companies. No matter what industry you belong to, you have the flexibility to adapt and customize the system as your company expands.
The Productivity plan, which provides access to all lead management features on the platform, includes a single deal pipeline, 2-way email sync for one email account per user, bulk email, unlimited email tracking, email scheduling, reminders, and lead capture tools – among other things. The pricing for this plan starts at $15/month per user.
Even on the cheaper plan, it is still a good option. If you choose to upgrade to the Automation plan that costs $24/month, you will receive several benefits such as multiple deal pipelines, advanced reporting, bulk changes, and a variety of sales and workflow automation features.
The $42/month Accelerate plan only includes dynamic forms, custom tables, advanced industry customization, quotes, sales orders, inventories, and territory management/rules-based data visibility as its exclusive features.
Many companies struggle to find a balance between reasonable and logical feature restrictions on lower-priced plans, moderate price increases between plans, and feature upgrades that offer enough value to justify the higher fees.
Taking everything into account, CompanyHub provides a competitive platform in terms of its features, and its affordable pricing model is accessible to even the smallest businesses.
- Salesflare
The pricing begins at $29 per month if we consider it step by step.
Salesflare guarantees a decrease in data entry time of over 70% by utilizing its intelligent CRM platform. The objective of the company is to aid in the reduction of time spent on sales data management, enabling individuals to dedicate more time to closing deals and effectively managing customers for optimal revenue generation.
All the CRM platforms mentioned in this article are highly proficient, but only Salesflare gives priority to automated data entry. Those familiar with CRM platforms are aware that manual data entry consumes a significant amount of time and resources.
Salesflare believes that its intelligent CRM is the answer to this problem.
Listed below are the main characteristics:
- Automated data entry: Salesflare automatically gathers contact and company data from emails, email signatures, social profiles, and other sources for you.
- Automatic logging: Connect your calendar and mobile phone to automatically log your meetings and phone calls with customers.
- Opportunity management: View all of your opportunities from one dashboard while Salesflare intelligently flags deals that need your attention.
- Website tracking: Monitor the actions users take on your site and attribute campaign success to real interactions.
- Email tracking: Keep track of email opens and engagement to measure the effectiveness of your campaigns and chase up leads based on responses.
- Personalized email campaigns: Create and send personalized email campaigns from any mailbox connected to Salesflare.
- Automated email campaigns: Follow up beyond the automated email and bulk send to maximize engagement.
- Email templates: Create campaigns quickly by editing email templates and personalizing messages.
- Lead qualification & scoring: Focus on the leads that matter most to your business.
Salesflare offers a cost-effective platform designed for small B2B businesses, incorporating enterprise features. The pricing ranges from $29 to $99 per month per user, ensuring that even the Enterprise plan is within reach for small B2B sales teams.
Salesflare provides access to nearly all features on its Growth plan without many restrictions. By upgrading to the Pro plan, users gain access to more advanced team email marketing and automation features, the capability to set user permission, and the ability to create custom dashboards.
By subscribing to the Enterprise plan, you receive enhanced customer service, support, and training instead of extra features. At a cost of $99 per user per month, this plan includes personalized training, a dedicated account manager, and assistance with data migration from your current system.
Salesforce’s notable characteristic is its automated data entry, which seeks to decrease the amount of time spent on customer data management by 70% or more. Essentially, Salesflare obtains and compiles company and contact information on your behalf, extracting this data automatically from emails, email signatures, social media profiles, and other platforms linked to your contacts’ email addresses.
When the system is working, it helps to save time by eliminating the need to search for contacts’ LinkedIn profiles and manually input their information into profiles. This enables you to better segment your campaigns and effectively target potential clients. Additionally, even if there are issues such as missing or conflicting data, the system should be forgiven because it ultimately reduces the time spent on data entry.
Although it is not flawless, the system works adequately in minimizing the arduous task of manually inputting and updating data in CRM.
In addition to its automated data entry system, Salesflare offers a comprehensive CRM, marketing, and sales system that includes various impressive features and tools, all of which are available at surprisingly affordable prices.
Although there may be clear omissions in the feature list, the system includes a robust range of email marketing, lead nurturing, pipeline management, reporting, and automation features.
Salesflare is a comprehensive platform overall, but it lacks lead generation tools. Most importantly, there are no web form tools available for capturing leads on your website, and if you require landing pages, pop-ups, or chatbots, you will need to obtain them from other sources.
Salesflare is not a system that supports multiple channels. It does not allow you to make phone calls, send SMS messages, or contact contacts through instant messaging.
All functionalities within the system can be extended by utilizing third-party platforms, enabling the integration of multichannel capabilities alongside email, which remains at the core.
The disadvantage of integrations is that the cost of your software increases and it affects the affordability of Salesflare.
- Brevo
There is a free version available, with pricing beginning at $25 per month.
In recent years, Brevo has transformed from a simple yet powerful email marketing platform for small businesses into a capable all-in-one system.
Even today, Brevo continues to have some of the best transactional email features that it has been proud of all along.
However, Brevo has developed its software into a complete sales and marketing system with one of the most generous free plans around and reasonable fees at every price point, making it a great option for startups and small businesses.
These are the main characteristics that should be highlighted:
- CRM: Manage contacts and leads across your pipeline.
- Unlimited contacts: Manage unlimited contacts on all plans.
- Email marketing: Manage and automate email marketing campaigns to convert more leads into customers.
- Transactional platform: Access some of the best transactional email features, even on the free version of Brevo.
- 300 daily emails: Send up to 300 emails per day on the free plan.
- Email builder: Create visual emails using Brevo’s drag-and-drop builder.
- Marketing automation: Create automated workflows, track user behavior on your website, and trigger automated campaigns for up to 2,000 contacts on the free plan.
- Chat: Speak to visitors and customers on your website to generate leads and deal with technical issues.
The initial thing that might catch your attention is the impressive free plan of the company, which provides surprisingly advanced features to assist small businesses in initiating a burst of growth.
For the price of $0 per month, you will have access to a sales CRM, unlimited contacts, email marketing, marketing automation, and additional features. However, there is a restriction of a maximum of 300 emails you can send each day.
With the free plan, you will also have access to a drag-and-drop email builder and templates that allow you to create visual email campaigns for all stages of the sales funnel.
Brevo offers its users access to a Transactional Platform, which includes some of the top transactional email features currently available. This makes Brevo a great choice for small software companies and online retailers, but larger businesses may find the platform to be too basic.
If you intend to expand your venture into a large business, you will likely surpass the capabilities of Brevo before reaching the SME status, so it is important to consider this.
By upgrading to the Lite plan at $25 per month, you will gain access to A/B testing, increase your daily email limit from 300, and eliminate Brevo’s branding from your emails.
By subscribing to the Premium plan, you will experience a considerable increase in price to $65/month. However, in return, you will have access to a broader range of enhanced features. These include a landing page builder integrated into the platform, the ability to run Facebook advertising campaigns, multiple shared inboxes, advanced reporting, heatmaps, and email open and click tracking, among various other benefits. Moreover, with this plan, you are able to initiate automated campaigns to an unlimited number of contacts, greatly expanding your potential for growth.
With the premium plan, you have the option to create a maximum of three accounts, resulting in a fixed fee of $65 per month, rather than being charged based on the number of users.
- EngageBay
There is a free version that is accessible, and the paid plans have a starting price of $8.99 per month.
If your business plans exceed Brevo’s capabilities but you still require a cost-effective solution, EngageBay could be the perfect all-in-one CRM for you. Specifically, EngageBay offers the best value for companies with tight budgets.
Although the free plan only allows for 1,000 contacts, the available features resemble those found in paid enterprise plans, and the upgrade path includes significant feature enhancements and incremental price hikes.
Please rephrase the text below while maintaining the same meaning without adding or removing any information. “Key features:”
- CRM: Manage contacts, deals, and tasks across the entire customer journey.
- Predictive lead scoring: Basic lead scoring is available on the free version with more advanced reports on paid plans.
- Email marketing: Email templates, tracking, scheduling, segmentation, and other email marketing features.
- Email builder: Build and edit visual email templates (limited access to the free plan).
- Autoresponders: Automatically respond to email enquiries from your customers and leads.
- Landing pages: Add landing pages to your site for capturing leads (limited to 1 landing page on the free version).
- Landing page builder: Build your own landing pages or edit templates (limited access on the free plan).
- Helpdesk: Add a helpdesk to your website to manage tickets and resolve issues.
- Live chat: Provide instant support by implementing live chat on your website.
EngageBay’s comprehensive platform encompasses features that are categorized into five distinct categories.
- Marketing
- CRM & Sales
- Service Bay
- Specials
- Support
On the company’s website, there are a total of 42 features listed under marketing. Out of these, 26 features are available on the free plan.
With the free plan, you have coverage for up to 15 users. However, there are limitations of 1,000 contacts, 1,000 branded emails, and 500MB storage. Once you exceed these limits, you will need to upgrade to the Basic plan. The cost of the Basic plan is $8.99 per user per month.
Even with the free plan, you have access to features such as email sequences, autoresponders, email broadcasts, an email and landing page builder, email templates, live chat, and predictive lead scoring. However, the free version offers limited access to most of these features.
When you upgrade to the Basic plan, which costs $8.99 per month, you will receive coverage for up to 15,000 contacts, 10,000 branded emails, calling minutes, enhanced lead nurturing features, and an improved Service Bay for better customer care.
EngageBay’s Growth plan, priced at $29.99, significantly enhances its features. It includes marketing automation, sales automation, A/B testing for emails and landing pages, email sequences, call reports, push notifications, and a comprehensive customer support system in Service Bay.
The Pro plan, priced at $47.99/month per user, offers unlimited contacts, 50,000 emails per month, advanced reporting, account-based marketing features, call recordings, marketing and sales goal management, the complete set of Service Bay customer support features, and additional benefits.
EngageBay offers an impressive set of features, providing remarkable value on all plans, at a monthly cost of less than $50 per user.
