How to Use Email CRM to Streamline Your Email Marketing

Table of Contents

Table of Contents

What is email CRM? Can email CRM help you take your email marketing efforts to the next level? And if it can, what are the right steps to follow?

We're here to answer all of these questions and more. Email CRM is an effective tool for email marketers that can help streamline campaigns, build customer relationships, and create an effective email marketing strategy that drives results.

It's no secret that email marketing is one of the most effective ways to reach customers and potential customers. With over four billion active email users in 2020, this communication medium is expected to hit 4.6 billion users by 2025.

As email usage continues to rise, email CRM becomes increasingly essential for email marketers who want to maximize their reach.

This guide will show you how CRM emails can help to streamline email marketing efforts and improve customer engagement.

We'll also discuss how CRM for email marketing works, the different email CRM solutions available, and key tips for setting up your emails to maximize their effectiveness.

What is Email CRM?

In its simplest form, email CRM is a customer relationship management (CRM) system designed specifically for email marketing. It's a platform that makes email marketing easier and more efficient for businesses by providing email automation tools, contact segmentation features, email list management capabilities, and email analytics.

By using email CRM, businesses can create customized email campaigns tailored to their customers' needs and interests. This helps companies to build stronger relationships with their customers and drive more sales.

Email CRM also helps businesses track email campaign performance, allowing them to make data-driven decisions and optimize their email marketing strategies. Ultimately, email CRM helps businesses maximize their email marketing success.

CRM with Email Automation Explained

Like most business owners, you know that CRM is essential to your company's success. What you may need to realize, however, is that email automation can be a powerful tool for managing your CRM data.

By automating sending emails to customers and prospects, you can save time and keep your entire CRM system organized and running smoothly.

A CRM system with email automation capabilities allows you to track customer interactions, send automated emails and manage email-based campaigns.

With email automation, you can save time and energy by setting up email campaigns that send out personalized messages to customers on a predetermined schedule. You'll have access to real-time analytics, so you can monitor the success of your email campaigns, adjust them as necessary and increase your ROI.

CRM for email marketing is crucial because it allows you to build better customer relationships. By consolidating customer data and email marketing activity into one system, you can:

  • Personalize email campaigns,
  • Segment audiences, and
  • Target the right customers at the right time.

Email automation software integrates with other CRM features, such as lead tracking and customer service support. Therefore you have all the tools you need to maximize email marketing ROI.

Features of CRM For Email Marketing

Features of CRM For Email Marketing

CRM for email marketing is a great way to ensure you get the most out of your email campaigns. Therefore, it's essential to consider the features of the email marketing CRM you choose.

Here are some key features that can help you maximize your email campaigns:

CRM Email Automation

Automating email campaigns with email CRM allows you to send targeted, personalized emails easily and quickly. You can set up automated email sequences based on user actions or specific triggers, so your email outreach is always on point.

Think of drip email campaigns, newsletters, and alerts you want to send out regularly. Automation helps get these emails out on time with the right message and design.

When you plan your email automation, align your email content with the customer data in your CRM. Email campaigns relevant to the customer's buying journey can significantly increase email open rates and conversions.

Email Drip Campaign Functionality

An email CRM also usually has email drip campaign functionality which helps you create and send automated emails over time to your contacts.

Drip campaign capability allows you to set up a series of emails that will be sent out at pre-determined intervals, allowing you to maintain contact with leads over the set period.

You can create entire campaigns with multiple emails and customize each email depending on which stage of the sales process your leads are at. This is a potent tool to help you nurture leads, send reminders or special offers, deliver content, and build relationships with customers.

With an email marketing CRM, you can easily add contacts to a campaign and track how each contact interacts with your emails, such as opens and clicks. This helps you optimize your email campaigns for the greatest level of success.

Insights and Reports

The insights and reports an email CRM provides are invaluable for email marketers. With a detailed analysis of customer behavior, you can understand what content is resonating with customers, which will be the most effective, and how to better engage with them.

You can also see how your campaigns are performing in real time so that you can make adjustments as needed. This provides a great opportunity to improve your email campaigns and maximize ROI continuously.

Additionally, the best CRM for email marketing will give you valuable insights into customer engagement and segmentation.

Doing this lets you quickly see what content works best for each customer segment, enabling you to tailor your email marketing strategy for maximum success.


Integrations are integral for an email CRM. These integrations allow you to connect your email marketing system with other customer-facing systems, such as sales and customer service, making it much easier for teams to collaborate.

You can also integrate with other software containing essential customer data, like their purchase history or preferences. This will help you create more targeted content and give you a better understanding of your customers.

5 Advantages of Email Marketing CRM

Advantages of Email Marketing CRM

We've already seen the capabilities of a CRM for email marketing, but let's take it one step further. An email marketing CRM can be incredibly beneficial when making the most of your email campaigns.

Here are five advantages of using an emailing CRM to help you reach your goals:

1. Centralized Customer Data

Organization is the key to success when it comes to email marketing. With an emailing CRM, you can store all your customer's data in one place and quickly access pertinent information on any customer.

This makes it easier to target and segment your audiences and track their interests, behaviors, and interactions with your brand.

2. Laser-Focused Campaigns

By understanding your customers' preferences, you can create email campaigns that are accurately tailored to them.

This helps to ensure higher engagement rates and better open and click-through rates. With an emailing CRM, you can create automated campaigns based on customer triggers and keep track of any adjustments you make to optimize performance.

3. Streamlined Workflows

An email marketing CRM also helps streamline your workflow, as it eliminates the need for manual processes. When you use a complete solution CRM like Ringy, you can:

This saves time and makes it easier to focus on creating content that resonates with your customers.

4. Increased Engagements

When you use an email marketing CRM, you can create more compelling emails to engage your customers.

A 2020 report by HubSpot found that email personalization was the best way to increase customer engagement.

An emailing CRM gives you the tools to build stronger relationships with your customers, create more effective campaigns, and grow your business.

With features such as A/B testing and predictive analytics, you can quickly identify which messages are most likely to resonate with your target audience. This will help increase your ROI and ensure maximum engagement with every campaign.

5. Enhances Lead Nurturing

Lead nurturing is one of the most challenging aspects of email marketing and 65% of marketers agree with this statement. With an emailing CRM, however, you can create automated messages to help nurture relationships and keep leads engaged.

By leveraging behavioral data to personalize your messages, you can ensure they are relevant to each lead's interests. This will help convert more leads into customers and increase revenue for your business.

Using CRM for email marketing can help you reach your goals faster and more efficiently. With its comprehensive features, you can create engaging campaigns that generate higher ROI and keep leads engaged along the customer journey.

Email Marketing CRM Selection Criteria

Email Marketing CRM Selection Criteria

When it comes to selecting the best CRM for email marketing, there are several factors that you should consider. Here are some of the key criteria to look out for:

1. Lead Management

Lead management is one of the essential features of a CRM email marketing system. As a result, it's crucial to ensure that your CRM can capture valuable lead information and track it throughout the sales process.

This will allow you to optimize your email campaigns and target leads more effectively. Look for a CRM with customizable segmentation, lead scoring, and automated workflows that can make it easier to nurture prospects into customers.

2. Email Analytics

Email analytics are essential for understanding how well your email campaigns are performing. Make sure the CRM you choose can track opens, clicks, and other important metrics. This will help you identify areas for improvement and get more out of your email efforts.

3. Integration Capability

Choose a CRM that integrates with all the tools you use in your business, such as marketing automation platforms, eCommerce systems, and customer support systems. This will enable you to streamline your processes and get more out of your CRM.

4. Security

Your customer's data is essential and should be protected at all times. Mishandling customer data can have serious consequences, so choosing a CRM with strong security measures is crucial.

Some important security features to look out for include encryption, two-factor authentication, and data loss prevention. This will ensure that your customer's data is kept safe and secure.

5. Support

Access to reliable support can make all the difference when using a CRM for email marketing. Make sure that the vendor you choose offers timely and helpful support to help you solve any issues that may arise.

You want to avoid being stuck with a CRM that leaves you hanging when you need help, especially when it comes to something as important as email marketing.

By considering these criteria, you can be sure that you're choosing the right CRM for your email marketing needs. With the right tool in place, you'll be able to maximize your email campaigns and get excellent results.

Best CRM for Email Marketing

When it comes to email marketing, several CRMs stand out as the best of the bunch. Here are some of our top picks:

Ringy (It's us)


As explained above, the right CRM for email marketing is essential for any business. Ringy provides an all-in-one platform with everything you need to create, optimize, and measure email campaigns.

It has powerful lead management tools to help you track each prospect's journey and segment your audience in meaningful ways. Plus, its advanced analytics will give you deep insights into the performance of your campaigns.

Let's discuss some of our features that can benefit your email marketing efforts.



Email Automation

By leveraging the power of email automation, you can send highly personalized emails at scale. You can set up automated campaigns that trigger based on a prospect's behavior, such as opening an email or clicking on a link.

This will enable you to send more targeted messages that will most likely convert into sales.

Plus, with Ringy's drag-and-drop email editor, you can quickly create beautiful emails without any technical knowledge.

Advanced Analytics

Our advanced analytics will give you a comprehensive view of how your campaigns are performing.

You'll be able to track metrics like open rates, click-through rates, and more. This data will help you optimize your campaigns and get more out of your email efforts.


Ringy integrates with all the major systems, such as eCommerce platforms, marketing automation tools, and customer support systems.

This will enable you to automate your processes and make the most out of our CRM for email marketing.

Data Security

At Ringy, we take data security seriously. We use the latest technologies to ensure that your customer's data is always safe and protected.


We have a team of experts available 24/7 to help you with any issue. Whether it's a technical issue or just a question, our friendly and knowledgeable support team will be there to help.

So, if you're looking for a reliable CRM for email marketing, give Ringy a try. Our powerful tools and advanced features will help you maximize your email campaigns and get the desired results.




Sendinblue is another popular CRM for email marketing that you should consider. It comes with an intuitive and easy-to-use interface that makes creating emails a breeze.

Plus, it has comprehensive automation tools so you can send personalized emails at scale. You'll also be able to track the performance of your campaigns in real time with its advanced analytics.

Sendinblue also has many integrations to help you automate your email marketing processes. And their customer support team is always ready and willing to help should you run into any issues.




ActiveCampaign is another good CRM for email marketing that you should consider. It offers an all-in-one platform with everything you need to run successful campaigns.

You can use its intuitive drag-and-drop email editor to design emails quickly without technical knowledge. It offers practical automation tools that enable you to send personalized emails at scale.

With advanced analytics, you'll also be able to track performance metrics like open rates, click-through rates, and more. ActiveCampaign also comes with many integrations to automate your emailing processes.


Can You Use a CRM for Email Marketing?

Yes, many CRMs offer powerful email automation tools enabling you to send personalized emails at scale. These tools often come with advanced analytics and integrations to help you make the most of your campaigns.

How Does Email Marketing help CRM?

Email marketing is an effective tool for increasing customer engagement and building customer relationships. It can help you segment your audience, target specific demographics, and create personalized emails that are more likely to convert into sales.


Using a CRM for email marketing can be an effective way to increase customer engagement and maximize the results of your email campaigns.

Not only will you be able to create personalized emails at scale, but you'll also be able to track performance metrics and automate processes with integrations.

With Ringy's tools and advanced features, you'll be able to design email campaigns quickly, send personalized emails at scale, and easily track performance metrics. Plus, you'll have access to our expert customer support team 24/7.

If you're looking for a reliable CRM for email marketing, give Ringy a try. You won't be disappointed! So what are you waiting for? Get started today!

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