24 Best CRM Email Marketing Software Reviewed in 2024
Best CRM Email Marketing Software Shortlist
Here’s my pick of the 10 best software from the 24 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Selecting the right CRM email marketing software can make a huge difference in how you connect with your customers. But with so many options out there, it’s tough to know which one is the best fit for your business needs.
Using my extensive experience in revenue operations and CRM software, I tested and compared several of the top solutions on the market, compiling the results into detailed reviews. In my reviews, I’ll break down some of the top CRM email marketing tools, looking at their features, ease of use, and overall performance. Whether you’re running a small business or part of a big company, my guide will help you find the perfect solution for your team.
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Best CRM Email Marketing Software Summary
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| EngageBay | From $12/user/month (billed annually) | Website |
| Nimble | From $24.90/user/month (billed annually) | Website |
| Salesmate | From $23/user/month | Website |
| Copper | From $9/user/month (billed annually) | Website |
| Keap | From $249/user/month (billed annually) | Website |
| Thryv | From $15/user/month | Website |
| Method:CRM | From $25/user/month (billed annually) | Website |
| Brevo | From $25/month (billed annually) | Website |
| Moosend | From $9/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose CRM Email Marketing Software
As you work through your own unique software selection process, keep the following points in mind:
- Integration Capabilities: Ensure that your chosen CRM email marketing software can seamlessly integrate with your existing tools, such as CMS platforms, e-commerce tools, and other business apps.
- User-Friendly Interface: A user-friendly interface is vital for reducing the learning curve and ensuring your team can quickly adapt to the new system. Make sure to look for software with an intuitive design and easy navigation to streamline processes.
- Automation Features: Automation can save time and increase efficiency by handling repetitive tasks. Choose a software that offers strong automation features for email campaigns, customer segmentation, and workflow management.
- Scalability: Your business needs may grow, so it's important to choose a CRM email marketing software that can scale with you. Look for solutions that offer flexible plans and features that can be expanded as your business grows.
- Analytics and Reporting: Detailed analytics and reporting features are essential for measuring the success of your campaigns and making data-driven decisions. Opt for software that offers advanced reporting tools to help you push business growth and success.
By considering these factors, you can choose a CRM email marketing software that not only meets your current needs but also scales with your business as it grows.
Best CRM Email Marketing Software Reviews
This section provides an in-depth analysis and overview of each CRM email marketing software. I’ll walk through the pros and cons of each tool, their features, and their best use cases.
CRM Creatio is a comprehensive customer relationship management tool designed to cater to the needs of small to medium-sized businesses (SMBs) as well as larger enterprises. The platform offers a unified approach to managing sales, marketing, and customer support.
Why I picked CRM Creatio: Creatio offers a no-code platform that allows users to customize marketing processes and create automated email campaigns that are triggered by specific customer actions, such as signing up for a newsletter or making a purchase. This ensures that customers receive timely and relevant communications, which can significantly improve engagement and conversion rates.
Standout features & integrations:
Features include customizable templates, AI for email generation, audience segmentation and personalization, reporting and analytics, task management, 360-degree customer views, and customizable dashboards.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Full-cycle email marketing automation
- Highly customizable workflows
- No-code platform
Cons:
- Learning curve for new users
- Customization can be time-consuming
EngageBay is best for small businesses looking for an all-in-one solution to manage their CRM, marketing, sales, and support needs. It provides a unified platform that integrates various functionalities, making it easier for small businesses to operate efficiently without needing multiple software solutions.
Why I picked EngageBay: EngageBay stands out as an advanced, all-in-one CRM solution tailored specifically for small businesses. Unlike other tools that may focus on a single aspect of CRM or marketing, EngageBay offers a unified platform that covers marketing automation, sales CRM, and customer support. This makes it an ideal choice for small businesses that need a versatile tool to manage multiple aspects of their operations without the complexity of integrating different systems.
Standout features & integrations:
Features include marketing automation, sales CRM, customer support, and email marketing.
Integrations include Zapier, Shopify, SendGrid, Mailgun, Mandrill, Xero, Amazon SES, Stripe, QuickBooks, and Twilio.
Pros and cons
Pros:
- AI-powered predictive analysis
- Customizable landing pages and forms
- Comprehensive all-in-one solution
Cons:
- Limited advanced features
- Customer support can be slow
Nimble is a CRM email marketing software that integrates social media, contact management, and sales automation for small to medium-sized businesses.
Why I picked Nimble: Nimble seamlessly integrates with popular email platforms, allowing users to manage their contacts and communications from a single dashboard. Its strong social media integration and advanced contact management features enable personalized outreach and follow-up, enhancing engagement and relationship building.
Standout features & integrations:
Features include social media integration, sales automation, unified contact management, email tracking and templates, and data insights and analytics.
Integrations include G Suite, Microsoft 365, Mailchimp, QuickBooks, HubSpot, Salesforce, Google Contacts, Twitter, Facebook, and LinkedIn.
Pros and cons
Pros:
- Sales automation
- Comprehensive contact profiles
- Social media integration
Cons:
- Basic reporting features
- Limited customization options
Salesmate is an advanced CRM and email marketing services tool designed to enhance sales and marketing teams’ efforts.
Why I picked Salesmate: Salesmate provides users with a strong combination of CRM and email marketing automation. Its ability to personalize and automate customer journeys stands out, offering unique features like built-in calling and sales sequences not commonly found in other tools.
Standout features & integrations:
Features include sales automation, built-in calling, and personalized customer journeys.
Integrations include Google Workspace, Microsoft 365, QuickBooks, Slack, Shopify, Zapier, Mailchimp, HubSpot, Stripe, and Intercom.
Pros and cons
Pros:
- Extensive integrations
- Built-in calling functionality
- Comprehensive CRM features
Cons:
- Basic reporting features
- Limited customization options
Copper CRM is a tool designed to help businesses organize contacts, automate tasks, and manage email and marketing efforts. It’s best for Google Workspace integration because it allows users to manage contacts, deals, and emails directly within Google’s suite of tools.
Why I picked Copper: Copper’s seamless integration with Google Workspace is a significant advantage for businesses already using Google’s suite of tools. This integration allows users to manage contacts, deals, emails, and more directly within their familiar Google environment, making it a standout choice for those heavily invested in Google Workspace.
Standout features & integrations:
Features include contact organization, task automation, deal tracking, and custom reporting. Its integration with Google Workspace ensures that emails, meetings, and files are automatically synced with customer information, providing a centralized view of all interactions.
Integrations include Slack, Zendesk, HubSpot, QuickBooks, Docusign, Google Sheets, Google Ads, Mailchimp, Zapier, and Trello.
Pros and cons
Pros:
- Effective contact and deal management
- User-friendly interface
- Seamless Google Workspace integration
Cons:
- Higher cost for small teams
- Limited advanced customization options
Keap is a small business CRM and automation software. It offers solutions for organizing, marketing, selling, and growing a business, including features such as small business automation, CRM, reporting, marketing automation, lead management and capture, email marketing, sales automation, and lifecycle automation.
Why I picked Keap: Keap’s comprehensive suite of tools are tailored specifically for small businesses, making it easier for them to manage customer relationships and automate repetitive tasks. Its powerful segmentation and personalization tools enable businesses to tailor their marketing efforts to individual customer needs, enhancing engagement and conversion rates.
Standout features & integrations:
Features include marketing automation, sales automation, and lifecycle automation.
Integrations include Zapier, Shopify, QuickBooks, Gmail, Outlook, WordPress, PayPal, Stripe, and Google Calendar.
Pros and cons
Pros:
- Strong customer support
- User-friendly interface
- Comprehensive automation tools
Cons:
- Steep learning curve for advanced functions
- Limited customization options
Thryv is an advanced business management software designed to streamline operations for small businesses. It offers a centralized platform to manage various aspects of business, from marketing communication.
Why I picked Thryv: Thryv stands out in its ability to centralize business management tasks, which is vital for small businesses looking to streamline their operations. Its advanced suite of tools, including CRM, scheduling, invoicing, and marketing, makes it a versatile solution for managing day-to-day business activities. Additionally, the software’s centralized approach helps businesses save time and resources by consolidating multiple functions into one platform.
Standout features & integrations:
Features include a centralized inbox for communication, CRM for customer management, scheduling and appointment tools, invoicing, and social media management.
Integrations include Google My Business, Facebook, Instagram, QuickBooks, Yelp, Square, Stripe, PayPal, and Zoom.
Pros and cons
Pros:
- AI-powered recommendations
- Centralized communication tools
- Comprehensive business management
Cons:
- Complex onboarding process
- Limited to small businesses
Method:CRM is a CRM platform designed to integrate seamlessly with QuickBooks, providing an advanced solution for managing customer relationships and email marketing campaigns. It’s particularly well-suited for businesses that rely on QuickBooks for their accounting needs.
Why I picked Method:CRM: Method:CRM offers the unique ability to integrate deeply with QuickBooks, which sets it apart from other CRM tools. This integration allows businesses to streamline their accounting and customer relationship management processes, making it an ideal choice for companies that use QuickBooks extensively. The software offers a seamless two-way sync, ensuring that all customer and financial data are consistently updated across both platforms.
Standout features & integrations:
Features include two-way QuickBooks sync, customizable email sequences and templates, segmented email lists, performance analytics for email campaigns, and no-code technology for creating email campaigns.
Integrations include QuickBooks, Mailchimp, Google Calendar, Gmail, Outlook, Zapier, Shopify, Xero, Stripe, and PayPal.
Pros and cons
Pros:
- Performance analytics
- Customizable email templates
- QuickBooks integration
Cons:
- Lack of training resources
- Complex setup process
Brevo (formerly known as Sendinblue) is an all-in-one marketing platform that offers email marketing, automation, and CRM products for businesses of all sizes. It excels in multi-channel marketing campaigns by providing tools for email, SMS, WhatsApp, and chat, making it easy to reach customers through various channels.
Why I picked Brevo: Brevo’s strong multi-channel marketing capabilities help it stand out in the crowded CRM market. The software’s ability to integrate email, SMS, WhatsApp, and chat into a single platform makes it a versatile tool for businesses looking to engage customers across multiple touchpoints. This multi-channel approach is why it’s the best for multi-channel marketing campaigns.
Standout features & integrations:
Features include email marketing, SMS and WhatsApp campaigns, sales pipeline management, multi-channel communication, messaging API, and customer data unification.
Integrations include Shopify, WordPress, WooCommerce, Zapier, Google Analytics, Facebook Ads, Salesforce, Magento, and PrestaShop.
Pros and cons
Pros:
- Comprehensive customer data platform
- Robust automation features
- Multi-channel marketing
Cons:
- Limited advanced reporting
- Occasional deliverability issues
Moosend is an intuitive CRM email marketing software offering automation, personalization, and advanced analytics for effective email campaigns.
Why I picked Moosend: Moosend provides powerful automation capabilities and user-friendly interface. It stands out with its advanced personalization features and comprehensive analytics, which are critical for targeted email marketing.
Standout features & integrations:
Features include advanced email automation, detailed performance analytics, and customizable email templates.
Integrations include Shopify, WooCommerce, WordPress, Zapier, Mailchimp, Salesforce, HubSpot, Google Analytics, Facebook Lead Ads, and PrestaShop.
Pros and cons
Pros:
- Comprehensive analytics
- User-friendly interface
- Advanced automation capabilities
Cons:
- No phone support
- Basic CRM functionality
Other CRM Email Marketing Software
Below is a list of additional CRM email marketing software that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.
- ActiveCampaign
Best for AI-powered marketing automation
- HubSpot CRM
Best for free CRM with integrated marketing tools
- Freshsales
Best for AI-powered sales CRM
- Constant Contact
Best for robust email templates
- Zoho CRM
Best for small to medium-sized businesses
- monday.com
Best for project management integration
- Iterable
Best for cross-channel marketing
- Bloomreach
Best for personalized marketing
- Flowlu
Best for all-in-one business management
- Twilio
Best for communication APIs
- FluentCRM
Best for WordPress integration
- Pipedrive
Best for sales pipeline management
- Nutshell
Best for user-friendly interface
- Spotler CRM
Best for email tracking and analysis
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CRM Email Marketing Software Selection Criteria
The criteria for choosing a CRM email marketing software should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality: 25% of total weighting score
- Contact management
- Email campaign creation and automation
- Analytics and reporting
- Segmentation and targeting
- Integration with other tools
Additional Standout Features:25% of total weighting score
- AI-driven personalization
- Advanced automation workflows
- Multi-channel marketing capabilities
- Predictive analytics
- Real-time customer engagement tracking
Usability: 10% of total weighting score
- Intuitive user interface
- Drag-and-drop email builder
- Customizable dashboards
- Mobile accessibility
- Minimal learning curve
Onboarding: 10% of total weighting score
- Availability of training videos
- Interactive product tours
- Pre-built templates
- Chatbots for instant help
- Webinars for in-depth training
Customer Support: 10% of total weighting score
- 24/7 availability
- Multi-channel support (phone, email, chat)
- Dedicated account managers
- Comprehensive knowledge base
- Fast response times
Value For Money: 10% of total weighting score
- Competitive pricing
- Flexible subscription plans
- Transparent pricing structure
- Free trial availability
- Discounts for long-term commitments
Customer Reviews: 10% of total weighting score
- Overall satisfaction ratings
- Feedback on ease of use
- Comments on customer support quality
- Insights on feature effectiveness
- User testimonials on ROI
Trends in CRM Email Marketing Software
Email marketing continues to be a vital tool for businesses to engage with customers and drive sales. As a result, several trends are emerging that will shape the future of CRM email marketing software. Here are some of the key trends I found while conducting my research:
- AI at the Forefront: AI is revolutionizing email marketing by enabling hyper-personalization and automation. It can analyze user behavior, preferences, and purchase history to tailor content, optimize send times, and enhance subject lines. This technology is vital for creating more engaging and effective email campaigns.
- More Interactive Emails: Interactive elements such as quizzes, polls, and sliders are becoming more prevalent in email marketing. These features increase user engagement and provide valuable real-time feedback. Additionally, marketers can use this data to refine their strategies and improve customer experiences.
- A Shift to First-Party Data: With the decline of third-party cookies, marketers are focusing on first-party data collected directly from users. This data is more accurate and helps create personalized email campaigns. Methods like email sign-up forms and surveys are essential for gathering this information.
- Embracing User-Generated Content (UGC): User-generated content, such as reviews and testimonials, is gaining traction in email marketing. UGC adds credibility and trust to brand messaging. Marketers are encouraging customers to share their experiences and tag the brand, which is particularly effective in B2C and increasingly in B2B marketing.
- The Introduction of BIMI: Brand indicators for message identification (BIMI) is a new email authentication protocol that allows companies to display their brand logo in email inboxes. This increases trust and visibility, helping to distinguish legitimate emails from phishing attempts. BIMI can boost open and engagement rates by making emails more recognizable and trustworthy.
As CRM email marketing software continues to evolve, businesses can expect to see more advanced AI-driven personalization, deeper integrations with emerging digital platforms, and enhanced analytics capabilities. Staying ahead of these trends will be important for businesses looking to optimize their email marketing strategies and drive better results.
What is CRM Email Marketing Software?
Customer relationship management (CRM) software is a technology and strategy for managing a company's interactions with current and potential customers. When integrated with email marketing, CRM can be used to manage customer interactions, automate email campaigns, and gain insights into customer behavior.
This helps businesses streamline communication, nurture leads, and enhance customer engagement, effectively driving sales and improving customer relationships.
Features of CRM Email Marketing Software
When choosing CRM email marketing software, it's important to understand the key features that can benefit your business. Here are some essential features to consider:
- Contact Management: This feature is important for maintaining up-to-date records and improving customer relationships.
- Email Automation: This helps streamline marketing efforts and allows for timely, relevant messages to be sent without manual intervention.
- Personalization: Personalization increases the effectiveness of email marketing campaigns by improving open and conversion rates.
- Analytics and Reporting: This feature helps marketers understand what works and optimize future campaigns for better results.
- Segmentation: Segmentation enhances engagement and improves the chances of conversion.
- Integration: Integration ensures that data flows smoothly between systems, enhancing overall marketing efficiency.
- Lead Scoring: This feature increases the efficiency of sales efforts and improves conversion rates.
- Customer Journey Mapping: Customer journey mapping helps businesses understand and improve the overall customer experience.
- Template Library: This feature saves time and ensures consistency in branding and design.
- A/B Testing: A/B testing helps identify the most effective strategies for engaging and converting customers.
Understanding these features helps you select the right CRM email marketing software for your needs. Each feature plays an important role in managing customer relationships and optimizing marketing efforts.
Benefits of CRM Email Marketing Software
Each software type comes with its own unique benefits. Below are some of the primary perks of CRM email marketing software for users and organizations:
- Enhanced Data Collection and Utilization: By integrating CRM with email marketing, businesses can capture and utilize a wealth of customer data, such as contact information, purchase history, and engagement metrics. This data helps in segmenting email lists, personalizing messages, and automating workflows, leading to more effective marketing campaigns.
- Personalized Communication: CRM email marketing software allows for the personalization of communication by breaking the audience into segments based on various factors like demographics, interests, and past purchases. As a result, personalized emails are more likely to engage recipients, increase conversion rates, and boost customer acquisition.
- Automated Email Campaigns: The software enables the automation of email campaigns, such as onboarding emails for new customers or cart abandonment notifications. Automated emails help build relationships with prospects by providing timely and relevant information, thereby enhancing customer experience and retention.
- Improved Organizational Productivity: CRM email marketing software consolidates all business data in one platform, reducing the need to switch between multiple applications. This centralization improves internal and external collaboration, making it easier to monitor activities, conduct A/B testing, and create responsive emails, ultimately enhancing productivity.
- Re-engagement and Customer Retention: The software helps in re-engaging subscribers with relevant content and understanding why clients may not be responding favorably. By analyzing customer interactions and preferences, businesses can tailor their email campaigns to revive interest and reduce the number of unsubscribes.
CRM email marketing software offers an advanced solution for managing customer relationships and executing effective email marketing campaigns. By leveraging the data and automation capabilities of CRM systems, businesses can enhance their marketing efforts, improve customer engagement, and drive sales growth.
Costs & Pricing of CRM Email Marketing Software
CRM email marketing software typically offers a variety of plans to suit different business needs and budgets. Below is a table outlining the different plan types, their common features, and average price to help guide you through the decision making process.
Plan Comparison Table for CRM Email Marketing Software
| Plan Type | Average Price | Common Features |
| Free | $0/month | Basic contact management, limited email sends, and basic templates |
| Basic | $10/month | Contact management, email automation, and basic analytics |
| Standard | $50/month | Advanced automation, personalization, segmentation, and A/B testing |
| Professional | $100/month | Detailed analytics, lead scoring, and customer journey mapping |
| Enterprise | $200/month | Custom integrations, dedicated support, and advanced reporting |
When choosing a plan, consider your business size, budget, and specific feature requirements prior to making a choice. By carefully comparing plans and considering potential return on investment, businesses can select the right CRM email marketing software that maximizes efficiency and enhances customer engagement.
CRM Email Marketing Software FAQs
Here are some of the frequently asked questions I get asked about CRM email marketing software.
Can CRM email marketing software improve customer engagement?
Yes, it helps personalize communications and automate follow-ups. Segmenting your audience ensures relevant messaging. Analytics provide insights to refine strategies. Engaged customers lead to higher conversion rates.
Is CRM email marketing software suitable for small businesses?
Yes, many options cater to small businesses. Look for scalable solutions. Start with basic plans and upgrade as needed. Ensure the software fits your growth plans.
How important is data analytics in CRM email marketing software?
Data analytics are crucial for measuring campaign success. They help track open rates, click rates, and conversions. Insights from data guide future strategies. Robust analytics lead to better decision-making.
Can I migrate data from my current CRM to a new one?
Most CRM email marketing software offers data migration tools. Ensure compatibility with your current system. Back up your data before migration. Seek assistance from the software’s support team if needed.
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