💥 Reach thousands of inboxes in minutes: All new 'Email Campaigns' is here! - Learn More


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.

No credit card required.

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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.

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.
Value-rich Google CRM, starting at just $12!

Salesmate is the perfect suite for sales, marketing, and CX teams.
Take the “Salesmate Experience” for 15 days. No credit card needed!


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.

Unite sales, marketing, and CX teams!

Salesmate is not just an email marketing tool. It’s a complete suite
for all three teams. Looks interesting? Start a 15-day free trial now!


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.


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 1: Create stunning email templates in minutes
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.

Execute marketing campaigns in minutes with Salesmate

Explore the customer relationship and marketing automation capabilities of Salesmate. Take a 15-day free trial now!


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 3: Leverage Salesmate Marketing Automation
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.

An award-winning software that is top-rated by customers

Hundreds of awards and thousands of customer ratings across all industry outlets.

CRM Software
CRM Software
CRM Software
Best Support
Best Support
CRM for Startups
CRM for Startups
CRM Software
CRM Software
CRM Software
  • 15-days free trial
  • Cancel anytime
  • No credit card required

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!


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.
Justin M. Verified Verified 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 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?

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.

FAQS ON CRM & email marketing software

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?

No, CRM and email marketing are two separate things. However, they can be used together to create more targeted, personalized messages.

CRM email marketing can help you better understand your customers and prospects, build lasting relationships, and support sales teams with targeted campaigns when used together.

CRM and marketing automation software provides powerful tools to manage customer data and automate email marketing campaigns.  

How can I use CRM data for email marketing?

You can leverage CRM data in a variety of ways for email marketing, including:  

1. Create email list segments: Sending more targeted, pertinent emails is made easier by segmenting your email list. By segmenting your list, you can send emails that are more likely to be opened and clicked on. 

2. Personalize your emails: There are several ways to personalize your emails using CRM data. You can add the recipient’s name in the subject line or email body or send them a personalized offer based on their purchase history.  

3. Send targeted emails: You can use CRM data to send targeted emails to specific groups of people. For example, you can send a targeted email to prospects who purchased in the last six months or those who live in a particular state.  

4. Automate your emails: You can use CRM data to automate your email marketing. It means you can create emails automatically sent out to customers based on certain events or triggers. For instance, you can set up an email to be delivered whenever a lead fills out a form or makes a purchase.  

How do I get started with email marketing and CRM?

First, you must complete a few steps before using CRM and email marketing.  

1. Gather your contact lists: You can manually add contacts or import them from an existing CRM system. Once you have your contact lists, you must segment them into different groups to send targeted emails.  

2. Create your email campaigns: You can use an email sequence through Salesmate. Once you’ve created your email campaign, you must set up a few automated follow-ups for better engagement.  

3. Track the results of your email campaigns: This will help you to find out how many recipients read them, clicked on the links, and unsubscribed.  

What are the advantages of using CRM for email marketing?

The following are some advantages of using CRM for email marketing: 

1. Improved ROI: Automating tedious operations with CRM for email marketing may free up time to concentrate on important tasks. Additionally, you may monitor the outcomes of your email campaigns to identify the most successful ones and make any improvements. 

2. Improved customer relationships: Using CRM with email marketing helps businesses improve customer relationships. Effective email marketing can help you nurture leads and build trust with potential and current customers. As a result, this can lead to increased sales and repeat business.  

3. Increased sales: A CRM system can give you a 360-degree view of your leads, including details on their purchase habits and how frequently they engage with your company. This information lets you segment and target your leads with more personalized and relevant content, ultimately increasing sales.  

4. Higher open and click-through rates: CRM software allows you to segment your customer base and send highly personalized emails. It results in higher open and click-through rates, which leads to more conversions.  

5. Easier to measure results: One benefit of using CRM for email marketing is that it makes it simpler to measure the results of your campaigns. With traditional email marketing, tracking metrics such as open rates, click-through rates, and conversions can take time and effort.

However, with CRM software, you can keep all this valuable customer information in one place. This makes it simpler to monitor your progress and evaluate your marketing campaigns.  

Overall, there are many advantages of using CRM for email marketing. Using CRM data to segment your email list and send targeted personalized emails, you can improve your customer relationships, drive sales, and see a higher return on investment.  

How to choose the best CRM with email marketing automation?

Here are some factors to consider when choosing the best CRM with email marketing automation:  

1. Fits your requirements: Whichever CRM you consider, ensure it suits your specific requirements. Also, look into their pricing; you might need to spend more when scaling your team.  

2. Ease of use: CRM with email marketing automation should be easy to use. Think about how easy it is to navigate and set up the software interface.  

3. Cost: CRM with email marketing should be affordable. Be sure to take into account the CRM’s cost as well as any free trials or money-back guarantees that are available.    

4. Reputation: Make sure to check the positive and negative reviews of the CRM with the email marketing software you plan to use. It will help you understand its capabilities.  

5. Scalability: Check whether the CRM can grow with your business and whether it offers features that allow you to scale up. You might require other features while scaling up that you don’t need right now. Plan accordingly and choose the best.  

Examples of email marketing automation?

Numerous features of CRM email marketing make it an essential tool for businesses. Some of the core features are:  

1. Email List: This feature allows businesses to segment and target their customers with specific, tailored messages.  

2. Contact Management: CRM email marketing provides a centralized database for managing contact information. It includes the ability to track prospect interactions, inquiries, and purchases.  

3. Campaign Management: The campaign management tool enables businesses to create and track email marketing campaigns. It includes measuring campaign performance, creating customized reports, and tracking campaign ROI.  

4. Sequences: Sequences allow businesses to automate their email marketing campaigns. It includes sending triggered emails based on customer behavior, creating CRM with email drip campaigns, and scheduling emails well in advance.  

5. Lead Management: CRM email marketing provides a centralized database for managing leads. It includes tracking lead sources, following up on leads, and generating sales reports.  

6. Reporting & Analytics: The reporting and analytics tool allows businesses to measure customer engagement and track campaign performance. It includes creating custom reports, tracking ROI, and analyzing customer behavior.  

7. Integrations: CRM email marketing platforms provide seamless integrations with popular third-party applications. It allows businesses to create a unified view of the customer journey and engage with customers across multiple channels.  

With so many features, it’s no wonder CRM email marketing is a popular tool among businesses of all sizes. However, if you need to use CRM email automation to its full potential, you could miss out on many opportunities to engage with your prospects and boost your sales.  

What are the features of CRM email marketing?

Here are some key features of Salesmate that make it the best CRM for email marketing:  

1. Easy to use drag-and-drop email builder: Salesmate has a user-friendly email builder that lets you create visually engaging emails without any coding. It’s drag-and-drop feature lets you easily customize and design your emails to match your brand and resonate with your audience.  

2. Pipeline management: Salesmate provides a comprehensive pipeline management system that helps sales teams manage leads, opportunities, and deals efficiently.  

3. Email automation: By automating your email marketing campaigns with Salesmate, you can save time and ensure that the right people receive your messages at the correct time. 

4. Integrations: With Salesmate, you can easily integrate with other popular marketing tools and platforms, making managing your entire marketing strategy in one place simple.  

5. Reporting and analytics: Salesmate offers in-depth reporting and analytics features that help you measure the success of your email marketing campaigns and optimize your strategy for better results.  

6. Scalability: Salesmate is an excellent option for small firms and startups to improve their sales and marketing strategy by streamlining sales processes and automating marketing campaigns.  

In conclusion, Salesmate is an excellent choice for businesses leveraging CRM and email marketing to drive sales and improve customer relationships. With its comprehensive feature set, ease of use, and scalability, Salesmate is the perfect CRM for email marketing.  

Why Salesmate is best for CRM with email marketing?

Salesmate is the best CRM for email marketing because it offers a complete suite of features and functionalities to help you manage your contacts, cultivate relationships, and close more deals.

With Salesmate, you can segment your leads, create email campaigns, track engagement, and measure results. Using Salesmate, you can ensure that your emails are always relevant and engaging, leading to more sales and happier customers.

So whether you’re just starting with email marketing and CRM or looking for a more powerful solution, Salesmate is the perfect fit.