Integrating CRM and Email Marketing: A Guide for Small Business Success


When it comes to CRM and email marketing for small business, integration is key for both efficiency and growth. By combining Customer Relationship Management (CRM) systems with email marketing, small businesses can better manage customer interactions, automate follow-ups, and drive more personalized marketing campaigns.

Quick Answers:

  • Overview: CRM and email marketing both focus on customer engagement but differ in execution.
  • Importance: Integration streamlines processes, saving time and resources.
  • Benefits: Includes better customer targeting, effective campaign management, and higher conversions.

Why should small tech businesses in San Francisco consider this integration? Simple: It leverages data to create more personalized and effective marketing strategies, helping to boost sales and retain customers.

In the sections that follow, we’ll explore the top CRM and email marketing tools, their features, and how integrating these systems can drive your business to success.

Benefits of CRM and Email Marketing Integration - crm and email marketing for small business infographic infographic-line-3-steps

What is CRM and Email Marketing?

CRM Defined

Customer Relationship Management (CRM) is a strategy for managing a company’s interactions with leads and customers. It involves using CRM software to organize, automate, and synchronize sales and marketing processes. Think of it as a digital hub where all customer data is stored, organized, and easily accessible.

Email Marketing Explained

Email marketing is a digital marketing strategy that involves sending emails to prospects and customers. Effective email marketing uses personalized content to engage recipients, nurture leads, and drive conversions.

What is CRM Email Marketing?

CRM email marketing combines the power of CRM with email marketing. It’s a way to personalize each message, learn customer buying habits, and even anticipate their purchases. With CRM email marketing, businesses can tailor their communication to each individual, not just a general audience.

Benefits of CRM Email Marketing

  • Personalization: With CRM email marketing, you can send personalized emails based on customer data. For example, you can send a birthday email with a special offer, making customers feel valued. Personalized automated email messages see a 46% higher open rate compared to traditional marketing messages.

  • Efficiency: Automated emails save time. Once set up, they run on their own, sending timely messages based on specific actions taken by the subscriber. This means you can focus on other important tasks while your email marketing keeps running.

  • Customer Engagement: Automated emails help keep your audience engaged. For instance, a welcome email or an abandoned cart email can re-engage customers and encourage them to complete a purchase. Companies using email automation software are 2X more effective in lead generation than those that use only blast email software.

  • Higher Open Rates: Automated emails have higher open rates. They have a 70.5% higher open rate than generic emails, making them more effective in reaching your audience.

  • Increased Revenue: Nurturing leads with automated emails can increase revenue by 10% or more. By delivering the right message at the right time, you can drive more sales.

  • Lead Generation: CRM email marketing helps in generating and nurturing leads. Automated outreach and follow-up emails can increase reply rates by 250%.

Real-World Example

Imagine you own a small online store. Using CRM email marketing, you can send a welcome email to new subscribers, follow up with personalized product recommendations, and send a reminder if they leave items in their cart. This keeps your store top of mind and encourages purchases.

In the next section, we’ll dive into the top CRM and email marketing tools for small businesses, exploring their features, pros, cons, and pricing.

Why Small Businesses Need CRM and Email Marketing


Personalization is key to standing out in today’s crowded market. With CRM and email marketing, small businesses can tailor their messages to each customer. According to a report by Statista, there were 4 billion daily global email users in 2020, expected to reach 4.6 billion by 2025. This vast audience means personalization can significantly enhance engagement.

Example: Imagine you own a small bakery. Using CRM data, you can send personalized birthday discount emails to your customers. This small touch can turn one-time buyers into loyal customers.


Efficiency is crucial for small businesses with limited resources. CRM and email marketing automation streamline many tasks, freeing up time for other important activities. For instance, you can automate follow-ups and segment your audience based on their behavior.

Quote: “Automation takes off the burden of mundane tasks, allowing your staff to devote their attention to other creative processes”.

Customer Engagement

Engaging with your customers regularly can build trust and loyalty. CRM systems track customer interactions, helping you understand their needs and preferences. This data can be used to create more engaging email campaigns.

Case Study: A small clothing retailer used CRM to segment their customer base and send targeted emails. They saw a 20% increase in email open rates and a 15% boost in sales.

Sales Growth

The goal of CRM and email marketing is to drive sales growth. By personalizing messages, automating tasks, and engaging customers, small businesses can see a significant increase in conversions.

Fact: Every dollar spent on CRM can yield a return of $8.71 .

In the next section, we’ll dive into the top CRM and email marketing tools for small businesses, exploring their features, pros, cons, and pricing.

Top 10 CRM and Email Marketing Tools for Small Businesses

Choosing the right CRM and email marketing tool can be a game-changer for your small business. Here’s a roundup of the top 10 solutions that can help you streamline your operations and boost your sales.

1. HubSpot

– Comprehensive suite for marketing, sales, customer service, and operations
– Customizable automation capabilities
– Pre-packaged CRM Suite available

– User-friendly interface
– Robust automation features

– Subpar email deliverability reported
– Full automation capabilities require a paid plan

Pricing: Starts at $45 for two users per month .

2. ActiveCampaign

– Extensive CRM functionalities
– Impressive automation capabilities
– Pipeline creation and deal tracking

– Highly customizable
– Strong automation tools

– Higher price tag

Pricing: Starts at $15 per user per month (source).

3. EngageBay

– Marketing automation platform
– Drip email campaigns
– Customer nurturing tools

– Affordable
– Focuses on customer relationships

– Limited advanced features

Pricing: Starts at $10 per user per month (source).

4. Brevo (formerly Sendinblue)

– Marketing automation, email marketing, and SMS messaging
– Affordable for tight budgets
– E-commerce integrations

– Unlimited contacts
– Comprehensive features

– Basic reporting tools

Pricing: Free plan available, paid plans start at $25 per month .

5. Zoho CRM

– Flexible and cost-effective
– Integrates with over 800 apps
– Robust lead management

– Wide range of integrations
– Customizable

– Steeper learning curve

Pricing: Starts at $14 per user per month .

6. Salesforce

– Industry-leading CRM
– Extensive customization options
– Advanced analytics

– Highly scalable
– Comprehensive support

– Expensive for small businesses

Pricing: Starts at $25 per user per month (source).

7. Freshsales Suite

– Contact management and engagement tracking
– AI chatbot for customer communication
– Affordable pricing

– User-friendly
– AI capabilities

– Limited advanced features

Pricing: Starts at $15 per user per month (source).

8. Salesmate

– Streamlined sales processes
– Enhances customer relationships
– Affordable and intuitive

– Easy to use
– Cost-effective

– Fewer integrations

Pricing: Starts at $12 per user per month (source).

9. Nutshell

– Simple CRM for small teams
– Sales automation and pipeline management
– Easy-to-use interface

– Affordable
– Great for small teams

– Limited advanced features

Pricing: Starts at $19 per user per month (source).

10. BIGContacts

– Easy to use CRM
– Email marketing integration
– Lead management

– Simple setup
– Affordable

– Basic features

Pricing: Starts at $15 per user per month (source).

These tools offer a range of features and pricing options to fit different needs and budgets. In the next section, we’ll explore how to integrate CRM and email marketing for small business success.

1. HubSpot


HubSpot’s free CRM is a powerhouse for small businesses. It comes loaded with:

  • Email forms and landing pages: Create and customize forms and pages to capture leads.
  • Deal pipeline: Visualize and manage your sales process from start to finish.
  • Website tracking: Monitor contact activity on your website.
  • Email marketing automations: Automate your email campaigns to save time and improve efficiency.
  • Contact storage: Store up to one million contacts for free.
  • Email sends: Send up to 2,000 emails per month.

With HubSpot, you can also use non-marketing features like conversational bots at no additional cost.


  • Generous free plan: Store up to one million contacts and send 2,000 emails per month.
  • Integrated tools: Build end-to-end sales funnels with built-in email forms, landing pages, and sales pipeline features.
  • User-friendly: Despite its rich features, HubSpot is easy to use.


  • Basic email forms: The design options for email forms are quite plain.
  • Email deliverability: HubSpot ranked second from the bottom in email deliverability tests among 15 providers.


HubSpot offers several pricing tiers to cater to different needs:

  • CRM Suite Free: Includes forms with limited features and HubSpot branding, 2,000 email sends per month, one automated email action, and one deal pipeline.
  • CRM Suite Starter: Removes HubSpot branding, offers 10 automated email actions, and two deal pipelines. Increases email send limit to 5X your marketing contact tier. Starts at $50/month for 1,000 marketing contacts and two paid users.
  • CRM Suite Professional: Provides unlimited automated email actions, 15 deal pipelines, and 100 custom reports. Increases email send limit to 10X your marketing contact tier. Starts at $1,781/month for 2,000 marketing contacts and five paid users, plus a one-time $4,500 Professional Onboarding fee.
  • CRM Suite Enterprise: Includes multi-touch revenue attribution, 100 deal pipelines, predictive lead scoring, and 500 custom reports. Increases email send limit to 20X your marketing contact tier. Starts at $5,000/month for 10,000 marketing contacts and 10 paid users, plus a one-time $12,000 Enterprise Onboarding fee.

Learn more about HubSpot CRM pricing here.

HubSpot’s free plan provides a generous starting point for small businesses, but as your needs grow, you may find the advanced features in the paid plans worth the investment.

In the next section, we’ll look at another powerful tool: ActiveCampaign.

2. ActiveCampaign

ActiveCampaign is a robust CRM and email marketing solution that stands out for its powerful automation capabilities. It’s particularly well-suited for businesses that prioritize sophisticated marketing strategies.

Key Features

1. A/B Split Testing: Discover what works best by testing different email sequences.

2. Dynamic Content: Tailor email content to match the specific needs of your prospects and customers.

3. Audience Segmentation: Break down your audience into distinct groups for better personalization.

4. Sales Funnel Goals: Set and track goals for every stage of your sales funnel.

5. Personalized Recommendations: Deliver timely and relevant recommendations to boost customer satisfaction and loyalty.


  • Enhanced Email Deliverability: ActiveCampaign’s email sender is powerful, ensuring your emails land in the inbox.
  • Engagement Insights: Identify and target your most engaged contacts effectively.
  • Sophisticated Automation: The platform offers a wide variety of triggers and actions, making it easy to build complex marketing automations.


  • High Cost: ActiveCampaign can be pricey, especially when you need both CRM and email marketing features.
  • Limited Customization in Reports: The CRM reports could be more customizable compared to other platforms.


  • Marketing + Sales Plus Bundle: Starts at $116/month for 1,000 contacts and five user seats. Includes contact segmentation, sales automation, and lead scoring.
  • Marketing + Sales Professional Bundle: Starts at $482/month for 2,500 contacts and ten user seats. Adds unlimited email sends, sales engagement automations, and win probability predictions.
  • Marketing + Sales Enterprise Bundle: Custom quote required. Adds custom field objects, custom reports, and single sign-on (SSO) features.

Learn more about ActiveCampaign pricing here.

ActiveCampaign is ideal for businesses with deep pockets that need top-tier CRM email marketing automations. If you’re looking for a platform with excellent white-label features, especially suitable for agencies, ActiveCampaign should be on your radar.

Next, we’ll explore EngageBay, a user-friendly option with strong email marketing capabilities.

3. EngageBay

EngageBay is an all-in-one CRM and email marketing platform designed for small businesses. It offers a range of features that make it a strong contender for those looking to streamline their sales and marketing efforts without breaking the bank.


EngageBay’s features are particularly well-suited for small businesses that need comprehensive functionality in one place:

  • Clean User Interface: EngageBay’s platform is known for its clean, user-friendly design. This makes it easy for new users to get started quickly.
  • Contact Segmentation: You can save precise segments of contacts using a wide range of filters. This helps in targeting specific groups more effectively.
  • Scoring and Automation: Each contact is assigned a score, which can be automatically adjusted using predefined automations. You can trigger actions when a contact’s score reaches a certain value.
  • Email Marketing: The platform includes email marketing features like form and landing page builders, email templates, and automation workflows.
  • CRM Capabilities: EngageBay provides robust CRM functionalities, including deal management, task management, and customer interaction tracking.


  • Affordable Pricing: EngageBay’s pricing is significantly lower than many competitors, making it a cost-effective option for small businesses.
  • Comprehensive Features: The platform offers a wide range of features in one package, reducing the need for multiple tools.
  • User-Friendly: The clean and intuitive interface makes it easy to navigate and use, even for beginners.


  • Limited Templates: The form and landing page templates can look garish and may require extensive customization to match your brand’s aesthetic.
  • Automation Restrictions: Advanced marketing automations are only available on the higher-tier plans, which might be a limitation for some businesses.


EngageBay offers several pricing tiers to accommodate different needs and budgets:

  • All-in-One Free Plan: Includes five form embeds, 1,000 emails per month, and predictive lead scores for up to 250 contacts.
  • All-in-One Basic Plan: Starts at $14.99/user/month for up to 500 contacts. Adds custom deal milestones and calling minutes, with an increased email send limit of 3,000 emails per month.
  • All-in-One Growth Plan: Starts at $49.99/user/month for up to 5,000 contacts. Adds marketing automation, time zone-based email delivery, and custom deal tracks, with an increased email send limit of 25,000 emails per month.
  • All-in-One Pro Plan: Starts at $99.99/user/month for an unlimited number of contacts. Adds goals, custom reports, and role management, with an increased email send limit of 50,000 emails per month.

EngageBay is a great option for small sales and marketing teams looking for an affordable yet powerful CRM and email marketing solution. Its user-friendly interface and comprehensive features make it a joy to use, although some customization may be needed for its templates.

Next, let’s delve into Brevo, another versatile tool that combines CRM and email marketing functionalities.

4. Brevo

Brevo, formerly known as Sendinblue, is a versatile tool that combines CRM and email marketing functionalities, making it an excellent choice for small businesses. Let’s explore its features, pros, cons, and pricing.


Brevo offers a range of features tailored to meet the needs of small businesses:

  • Email Marketing: Brevo supports sending bulk emails with customizable templates. You can also set up automated email sequences, making it easier to nurture leads.
  • CRM Integration: The platform includes a CRM for managing contacts and tracking interactions, providing a comprehensive view of customer relationships.
  • Marketing Automation: Build advanced email automations with multiple entry points and if/else conditions to personalize customer journeys.
  • Segmentation: Segment unlimited contacts for more targeted email campaigns.
  • Analytics: Access detailed email performance reports, including open and click-through rates.
  • Sales CRM: The free Sales CRM add-on includes deal management, customizable signup forms, and task automation.


Brevo has several advantages that make it stand out:

  • Generous Free Plan: The free plan includes marketing automation for up to 2,000 contacts and allows you to send 300 emails per day.
  • Ease of Use: The interfaces for both email marketing and CRM are clean and easy to navigate.
  • Advanced Automations: You can create sophisticated email automations with multiple triggers and conditions.
  • Unlimited Contacts: Even on the free plan, you can manage an unlimited number of contacts.


However, there are some drawbacks to consider:

  • CRM Contact Management: You need to register “companies” in the CRM and associate your email marketing contacts with them, which can be tedious.
  • Landing Page Builder: Available only on the more expensive Business and Enterprise plans.


Brevo offers several pricing tiers to accommodate different business needs:

  • Marketing Platform Free: Includes marketing automation for up to 2,000 contacts and 300 email sends per day.
  • Marketing Platform Starter: Removes the daily email send limit and allows you to remove Brevo branding for an extra $10/month. Starts at $9/month for up to 5,000 emails per month.
  • Marketing Platform Business: Adds A/B testing, send time optimization, and advanced email reports. Starts at $15/month for up to 5,000 emails per month.
  • Marketing Platform Enterprise: Includes custom shared inboxes, multi-user access, and enterprise-grade security. Starts at $1,000/month.

Brevo is ideal for small business owners on a tight budget who need a robust tool for CRM and email marketing. Its free plan is particularly attractive, offering a lot of functionality without any cost.

Next up, let’s explore Zoho CRM, another powerful tool that integrates CRM and email marketing seamlessly.

5. Zoho CRM

Zoho CRM is a comprehensive tool that combines CRM and email marketing functionalities, making it ideal for small to mid-sized businesses. Here’s what you need to know:


  • Canvas View: Customize how your CRM record data is displayed. This feature allows you to create a personalized layout, making data easier to understand and navigate.
  • Workflow Automation: Set up to 2,500 workflow rules, even on the free plan. Automate repetitive tasks and streamline your processes.
  • Pre-defined and Custom Reports: Access reports like today’s sales and top 10 email templates by click rate. Create custom reports starting from the Standard plan.
  • Lead Management: Capture, score, and nurture leads efficiently. Track engagement through analytics and move them through the sales funnel.
  • Customer Segmentation: Target customers with precise and relevant campaigns. Segment based on behavior, demographics, and other criteria.
  • Google Ads Integration: Compare sales against your ad campaigns to see what’s working and what needs improvement.


  • Highly Customizable: The canvas view feature allows for extensive customization, which is rare among CRMs.
  • Generous Free Plan: Even the free plan includes up to 2,500 workflow rules and supports three users.
  • Robust Reporting: Offers many pre-defined reports and the ability to create custom reports on higher plans.
  • Extensive Integrations: Integrates with over 800 apps, including major social media platforms and Google Ads.


  • Not Very User-Friendly: Requires navigating through several layers of menus for tasks like creating email templates.
  • Limited Auto-Responder Emails: You can’t set up auto-responder emails unless you’re on the Enterprise plan, and even then, you’re limited to three emails (five for Ultimate plan users).


  • Free Plan: Includes leads, deals, and campaigns for up to three users.
  • Standard Plan: Starts at $20/user/month. Includes mass emails, pipelines, and email insights.
  • Professional Plan: Starts at $35/user/month. Adds automation macros, CRM validation rules, and custom reports.
  • Enterprise Plan: Starts at $50/user/month. Adds customer segmentation, auto-responders, and email parsers.
  • Ultimate Plan: Starts at $65/user/month. Includes Zoho Analytics for advanced data analytics.

Zoho CRM Pricing - crm and email marketing for small business - crm and email marketing for small business infographic comparison-2-items-casual

Zoho CRM is well-suited for small sales teams on a budget, especially if you need a tool that can grow with your business. Its free plan is particularly attractive for startups and small businesses looking to get started with CRM and email marketing without a significant upfront investment.

Next, we’ll dive into Salesforce, another heavy hitter in the CRM and email marketing space.

6. Salesforce

Salesforce is an enterprise-grade CRM software that offers powerful email marketing features. It’s designed to help small businesses supercharge their marketing efforts using artificial intelligence and a 360° view of customer data.


  • Powerful Analytics: Optimize your marketing campaigns with robust analytics. Salesforce provides real-time insights into the performance of your email campaigns, helping you make data-driven decisions.
  • Personalized Content: Tailor your email campaigns to enhance customer journeys. Offer personalized supportive content to boost engagement.
  • Segmentation: Effectively segment your contacts to improve your marketing outcomes.
  • Loyalty Programs: Run personalized loyalty programs to boost customer retention.
  • Automation: Automate manual tasks like sending follow-up emails or setting task reminders to save time and improve productivity.


  • High-Grade Customization: Salesforce offers extensive customization options, allowing you to modify the tool to fit your unique business needs.
  • Email Templates: Drive consistent engagement with customizable email templates.
  • AI Integration: Utilize artificial intelligence to enhance your marketing efforts and gain deeper insights into customer behavior.


  • Customer Support: The response time for customer support can be slow, which might be frustrating if you encounter urgent issues.
  • Implementation: Setting up and training for Salesforce can be time-consuming, which may not be ideal for small businesses needing a quick solution.


  • Starts from $25/user/month: This includes basic sales and service products. There is also a 30-day free trial available for businesses to test the platform before committing.

Salesforce is ideal for small businesses that need a robust, customizable CRM and email marketing tool. While it may require a steeper learning curve, the advanced features and AI capabilities can significantly enhance your marketing strategies. Next, let’s explore Freshsales Suite, another great option for small businesses.

7. Freshsales Suite

Freshsales Suite is part of the Freshworks product line, designed to streamline sales and marketing processes. This all-in-one CRM solution is user-friendly and packed with powerful features.


  • Sales Pipelines: Visual sales pipelines help you track deals and manage stages effectively.
  • Contact Management: Store and organize contacts with detailed activity timelines.
  • Workflows: Automate repetitive tasks and set up custom workflows.
  • Email Marketing: Includes email campaigns, merge tag personalization, and comprehensive analytics.
  • AI Assistant: Freddy AI offers insights on deals, contact scoring, and sales forecasting.
  • Third-Party Integrations: Seamlessly integrates with Gmail, Outlook, and other tools.
  • Built-in Calling: Make, record, transfer, and mask calls directly within the platform.


  • AI-Powered Insights: Freddy AI helps score contacts, forecast sales, and provide deal insights, which is rare in many CRMs.
  • Extensive Segmentation: Segment contacts based on email activity, web page visits, and more.
  • Rotten Deals Feature: Identify deals likely to be lost and allocate resources accordingly.


  • Email Campaign Builder: Lacks flexibility, such as the inability to add multiple columns in a single container.
  • Revenue Attribution: Works only with Shopify stores, limiting its utility for non-Shopify users.


  • Growth Plan: Free for up to three users, includes contact and deal management, AI-powered contact scoring, and email campaigns for up to 1,000 marketing contacts. Additional users cost $11/user/month.
  • Pro Plan: Starts at $47/user/month, adds multiple sales pipelines, AI-powered deal insights, and sales team management.
  • Enterprise Plan: Starts at $71/user/month, includes custom modules, AI-based forecasting insights, and a dedicated account manager.

Freshsales Suite is an excellent choice for small businesses looking to leverage AI for sales and marketing. Its intuitive interface and robust features can help streamline operations and boost productivity. Next, let’s dive into Salesmate, another versatile CRM and email marketing tool.

8. Salesmate

Salesmate is a comprehensive CRM tool designed to help small businesses organize contacts, track deals, and manage activities all in one place. It also offers robust email marketing features, making it a great choice for businesses that want to integrate CRM and email marketing for small business success.


  • Built-in Calling and Texting: Salesmate includes built-in calling and texting features in over 90 countries, which is rare among CRM tools.
  • Customer Insights: Stores rich customer insights, including email correspondence, deals, and activities.
  • Personalized Email Templates: Create personalized email templates using attributes like company name, city, and last communication date.
  • Automations: Offers workflows, sequences, and automation journeys to streamline your processes.
  • Segmentation: Target specific audiences using powerful segmentation features.
  • Dynamic Content: Add dynamic content to emails to enhance engagement.
  • Real-time Insights: Access real-time insights and business analytics to improve marketing performance.


  • Built-in Calling Features: Salesmate’s calling features are available even on the lowest-tier plan, making it cost-effective.
  • Comprehensive Customer Data: Provides a holistic view of customer data to enhance personalization.
  • Affordable Plans: Starts at $15/user/month, making it accessible for small businesses.
  • Powerful Segmentation: Allows for detailed audience targeting to improve campaign effectiveness.


  • Learning Curve: Understanding the differences between workflows, sequences, and automation journeys can be challenging.
  • Email Limitations: Limited to sending a maximum of 250 mass sales emails at one go, requiring multiple sends for larger lists.


  • Starter Plan: $15/user/month. Includes bulk emails, deal management, and custom pipelines. Allows 250 sales workflow emails/user/day.
  • Growth Plan: $30/user/month. Adds email scheduling, sequence emails, and custom deal layouts. Increases email send limit to 500/user/day.
  • Boost Plan: $50/user/month. Adds team management and raises workflow limits. Increases email send limit to 1,000/user/day.
  • Enterprise Plan: Custom quote. Adds unlimited dashboards, priority support, and a dedicated account manager. Increases email send limit to 1,500/user/day.
  • Automation Journeys Add-on: $30/month for 1,000 contacts. Required for end-to-end marketing and sales automations.

Salesmate is ideal for small businesses that need a CRM with built-in calling features and robust email marketing capabilities. Its affordable pricing and comprehensive features make it a strong contender for businesses looking to integrate CRM and email marketing effectively.

Next, we’ll explore Nutshell, another versatile CRM tool for small businesses.

9. Nutshell

Nutshell is a powerful CRM designed to streamline email marketing for small businesses. It offers a range of features that make it easy to manage customer relationships and run effective email campaigns.


  • Email Automation: Nutshell excels in email automation, allowing you to set up sequences and workflows that save time and effort.
  • Email Sequencing: Create personalized email sequences to nurture leads and keep your audience engaged.
  • Shareable Templates: Use pre-built, shareable email templates to maintain consistency and save time on repetitive tasks.
  • Two-Way Sync: Seamlessly integrate with Gmail and Office 365 for a smooth email experience.
  • Easy Contact Filtering: Filter contacts based on various criteria for targeted bulk emails.
  • Native Email Marketing Suite: Manage all your email marketing needs within Nutshell without needing third-party tools.
  • Integrations: Supports MailChimp, Zapier, and other popular tools for extended functionality.


  • User-Friendly Interface: Easy to navigate, even for those new to CRM and email marketing.
  • Comprehensive Integration: Excellent integration with popular email platforms like Gmail and Office 365.
  • Effective Automation: Strong automation features that save time and improve efficiency.
  • Detailed Analytics: Compare success rates of different templates and sequences to fine-tune your campaigns.


  • Limited Advanced Features: May not offer as many advanced features as some competitors, like Salesforce or HubSpot.
  • Customization Limits: While templates are useful, customization options might be limited for some users.


  • Starter Plan: $19 per user per month, includes basic CRM and email marketing features.
  • Pro Plan: $35 per user per month, adds advanced automation and reporting features.
  • Free Trial: 14-day free trial available to test out features before committing.

Nutshell is a great choice for small businesses looking to integrate CRM and email marketing. Its user-friendly interface and robust features make it a reliable tool for managing customer relationships and running effective email campaigns.

Next, we’ll dive into BIGContacts, another excellent CRM option for small businesses.

10. BIGContacts

BIGContacts is a comprehensive CRM solution designed to manage contact data effectively while integrating powerful email marketing capabilities. This tool is particularly well-suited for small businesses looking to streamline their customer relationship management and email marketing efforts.

Key Features

  • Automated Follow-ups: Schedule and automate follow-up emails to keep your leads engaged.
  • Email Marketing: Create and send personalized email campaigns using customizable templates.
  • Integration with Web Forms: Easily capture leads from your website and add them directly into the CRM.
  • Task and Calendar Management: Organize tasks and appointments to stay on top of your schedule.
  • Customizable Fields and Workflows: Tailor the system to meet your specific business needs.


  • User-Friendly Interface: The intuitive design makes it easy for teams to get started quickly.
  • Affordable Pricing: Starting at just $5 per user/month, it’s a cost-effective option for small businesses.
  • Comprehensive Features: Offers a robust set of tools for both CRM and email marketing, making it a versatile choice.


  • Limited Advanced Features: May lack some of the more advanced automation and analytics features found in higher-priced solutions.
  • Customization Limitations: While it offers customizable fields, some users may find the customization options somewhat limited compared to other platforms.


  • Basic Plan: Starts at $5 per user/month, includes essential CRM and email marketing features.
  • Pro Plan: Offers additional features like advanced reporting and automation at a higher price point (specific pricing not disclosed in the research).

BIGContacts stands out for its affordability and ease of use, making it a solid choice for small businesses that need a reliable CRM and email marketing solution without breaking the bank.

How to Integrate CRM and Email Marketing for Small Business Success

Integrating CRM and email marketing can transform how small businesses engage with customers, automate tasks, and grow sales. Here’s how to make it work for you:


Automate repetitive tasks to save time and reduce errors. For example, you can set up automated email sequences that welcome new subscribers, follow up on abandoned carts, or nurture leads through the sales funnel. ActiveCampaign and HubSpot are great tools for this, offering robust automation features.

Example: A small e-commerce store can use automation to send a series of personalized emails to customers who have added items to their cart but haven’t completed the purchase. This could include reminders, special offers, and product reviews.


Segment your audience to send more targeted and relevant emails. By dividing your email list into smaller groups based on criteria like purchase history, behavior, or demographics, you can tailor your messages to each segment.

Example: Zoho CRM allows you to create segmented lists easily. This means you can send a special discount to loyal customers or a welcome series to new subscribers, increasing the chances of engagement.


Personalize your emails to make them more engaging. Use the data in your CRM to include the recipient’s name, recommend products based on past purchases, or send birthday wishes. Personalized emails can increase open rates by 22%, according to research.

Example: Salesforce offers advanced personalization features, allowing you to create dynamic email content that changes based on the recipient’s profile. This makes your emails feel more personal and relevant.


Track and analyze your email campaigns to understand what’s working and what’s not. Look at metrics like open rates, click-through rates, and conversions. Use these insights to refine your strategy and improve future campaigns.

Example: HubSpot provides comprehensive analytics and reporting tools. You can see how different segments respond to your emails, track the customer journey, and make data-driven decisions to optimize your campaigns.

By focusing on automation, segmentation, personalization, and analytics, small businesses can create more effective CRM and email marketing strategies. This leads to better customer engagement, higher sales, and ultimately, business growth.

Frequently Asked Questions about CRM and Email Marketing for Small Business

Which CRM is best for email marketing?

When it comes to CRM and email marketing for small business, several tools stand out for their robust features and ease of use:

  • Zoho CRM: Known for its comprehensive suite of tools, Zoho CRM offers robust email marketing features. It includes automation, segmentation, and detailed analytics. Zoho CRM is budget-friendly and scalable, making it ideal for growing businesses. Learn more about Zoho CRM.

  • Zendesk Sell: This CRM integrates seamlessly with email marketing tools, providing a streamlined experience. It focuses on sales automation and customer support, which can enhance your email marketing efforts.

  • monday sales CRM: Great for project management and email marketing, monday sales CRM offers customizable workflows and integrations. It’s user-friendly and perfect for teams that need a visual way to manage their email campaigns.

  • Salesforce: A leader in the CRM industry, Salesforce’s Marketing Cloud suite is powerful for email marketing. It combines customer data, analytics, AI, and automation to create personalized, effective campaigns. Explore Salesforce.

  • HubSpot: Known for its ease of use and comprehensive features, HubSpot CRM is excellent for email marketing. It includes tools for automation, segmentation, and detailed analytics. HubSpot also offers a generous free plan, making it accessible for small businesses. Check out HubSpot.

Can CRM do email marketing?

Yes, a CRM can do email marketing. CRM systems like HubSpot, Zoho, and Salesforce offer integrated email marketing tools. These tools help you manage and automate email campaigns directly from the CRM.

Benefits of CRM Email Marketing:
Automation: Set up automated email sequences based on customer actions.
Segmentation: Create targeted email lists based on customer data.
Personalization: Tailor emails to individual customer preferences.
Analytics: Track open rates, click-through rates, and conversions to refine your strategy.

How much does a CRM system cost for a small business?

The cost of a CRM system for a small business varies widely depending on features, number of users, and additional tools. Here’s a quick overview:

  • Zoho CRM: Starts at €14/month per user. It offers a free plan with limited features.
  • Zendesk Sell: Pricing starts at $19/month per user.
  • monday sales CRM: Begins at $10/month per user. Offers a free trial.
  • Salesforce: Starts at $25/month per user. It’s more expensive but offers extensive features.
  • HubSpot: Free plan available. Paid plans start at $45/month for two users.

Factors Affecting Cost:
Number of Users: More users typically mean higher costs.
Features: Advanced features like AI, automation, and detailed analytics can increase the price.
Integrations: Some CRMs charge extra for additional integrations with other tools.

Choosing the right CRM involves balancing your budget with the features you need. Free plans and trials can help you test the waters before committing to a paid plan. Explore more options and pricing.

By understanding these FAQs, small businesses can make informed decisions about integrating CRM and email marketing, leading to better customer engagement and business growth.


Integrating CRM and email marketing for small business is a game-changer, offering a unified approach to managing customer relationships and marketing efforts. These tools streamline operations, automate repetitive tasks, and provide in-depth analytics that can significantly enhance your business’s efficiency and effectiveness.

Why Anthem CRM?

At Anthem CRM, we understand the unique challenges small businesses face. Our platform is designed to help you find more leads, win more deals, and keep customers happy—all in a single, easy-to-use app. With features like AI-powered insights, seamless integrations, and personalized customer journeys, Anthem CRM is tailored to meet your specific needs and help you grow faster.

CRM and Email Marketing Integration - crm and email marketing for small business - crm and email marketing for small business infographic process-5-steps-informal

Final Thoughts

Choosing the right CRM and email marketing tools can transform your business operations. By leveraging automation, personalization, and detailed analytics, you can build stronger customer relationships and drive growth. Whether you’re just starting or looking to scale, the right tools can make all the difference.

Ready to take the next step? Explore Anthem CRM and see how we can help your small business succeed.

Feel free to leave any questions or thoughts in the comments section below. We’re here to help you navigate your journey to better CRM and email marketing integration.