Email Marketing CRM Software

Put your marketing on overdrive with EngageBay’s CRM EMail Marketing software for small business

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Bulk Emails

Irrespective of what it is known as, the concept remains the same, i.e. sending a common message to a group of contacts at a scheduled time. This is widely used for sending marketing messages, newsletters, promotions, re-engaging past customers, notifying partners about company updates, etc. Not only used for email marketing, but bulk email is also a part of CRM. They are also known as mass mail.

contact management in engagebay crm

Tracking Engagement Metrics

Email marketing is flexible in the sense that you can customize it according to what works best for you. You can easily identify what the open rates, click rates are and also track how many attachments were downloaded by using email tracking. In email marketing, tracking is typically done through microscopic tracking images that have different codes for links and attachments. These singular response events are aggregated. Within consistent time frames, the CRM (or email tracking software) allows you to view precise metrics about click-through rates (CTR), bounce rates, conversion rates, engagement stats, etc., all of which may be displayed via reports to give you a fair idea of how your campaign is performing.

nurture leads in engagebay crm

Email Responses Automation

The email automation feature lets you set specific triggers that automatically send an email as specified by the trigger. When you are selecting a CRM and comparing between the available options, ensure that it allows you to 'trigger', that determine what prompts the email - whether it is when a customer visits your pricing page, or he visits your website for say 3 times in a row, has selected items that are lying in their shopping cart, etc. Trigger customization also allows you to tailor the automatic responses to your exact business needs. Successful email marketing involves sending the right messages to relevant parties at the right time - with the right email and the right offer, you could hit all three at once and increase your chance to cross-sell, upsell or re-engage a lost lead.

Appointment scheduling

Customizable Email Templates

Email templates are intrinsic to email marketing. Most CRMs come with email templates for different use cases - a thank you message, a welcome message, payment received notification, etc. - but custom email templates have the ability to be refined according to specific business use. In the end, nobody knows your customers and product better than you. Some CRMs also allow you to personalize a message to include the recipient's name and other details through an easy copy/paste of a small bit of code. Custom email templates also allow you to conduct A/B tests to determine which type of messages are best received by certain customers.

make calls from engagebay crm

Real-Time Alerts

Real-time alerts are extremely beneficial for every member of your team. They may be sent within the CRM to team members to create awareness about specific events such as when a customer opens an email, downloads an attachment, clicks a link, watches a video, etc. This allows for deeper personalization during the course of a follow-up. CRMs often come with built-in notifications but many allow custom ones. Knowing which customers are engaged with your message, and in which formats, allows a follow-up more suited to their tastes.

Appointment scheduling

Third-Party Software Integration

Third party software such as different point solutions have the ability to expand the functionality of your CRM. For example, While having a dedicated email marketing platform to implement a campaign is not necessary, using one definitely has its advantages, and it's always a good idea to have the option of native integration than not. A native (also called 'official') integration refers to a built-in collaboration between the CRM and a third-party standalone software. While certain CRMs have a few of them, others have thriving developer communities and Marketplaces bustling with integrations for download, subscription or purchase. Most CRMs provide a developer API so users can create custom integrations; for most other cases, an external workflow automation service like Zapier can connect your CRM with other software.

make calls from engagebay crm
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease
testimonial by Santiago
Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
testimonial by raymond
It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon
testimonial by Gergely
I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
testimonial by Vandana
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting
testimonial by Paul
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency
testimonial by Ivana
Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc
testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo

Benefits of CRM Integration with Email Marketing Software

Single point view

CRM email-integration systems put all relevant information onto a single screen, instead of separate software displays. This eliminated confusion for the sales team. Many CRM solutions with integrated email also allow you to easily see which stage each lead is at.

Quick response times

Integration with email also helps reduce response time due to the centralized availability of customer information. This also allows you to quickly respond to inquiries and offer an improved customer experience.

Apps integration

Integrating a CRM solution with a marketing automation solution or gaining easy access to marketing and sales assets stored in the cloud helps streamline your sales workflow. Another app type often paired up with email-based CRM solutions is project or task management.

Unified contact database

You can consolidate your CRM and email-based contact lists to cut down on data redundancy, gain better visibility into your customers, and have a more convenient way of quickly looking up lead email addresses.

Enhanced sales perceptibility

WIth real-time awareness of customer behavior, your sales can make better decisions and offer improved customer experience. Sales calls made on the basis of these real-time activities allows your sales representatives to adapt calls to prospects' area of interests.

CRM Email with Email Maerketing Blog Posts



Technically, a database is any meaningful organization of data. We use this organized data for different end goals and wide-ranging applications. For example, for any business to serve the right customers effectively, it needs something more than just a list of their emails and phone numbers. It needs their location, their gender, what they do, how much they earn, etc.



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Don’t you wish more of your customers would stay with you for long? Are you looking for customer retention strategies to increase your retention rate?

CRM with Email Marketing Frequently Asked Questions (FAQ's):

  • Email marketing in CRM: What is it?
  • Does your business need to integrate Email Marketing with CRM?
  • How can you make the most out of CRM integration?
  • How do you start an email marketing CRM integration?
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