How to Use CRM With Email Marketing to Grow Your Business in 2023

CRM and Email Marketing - The two omnipresent players of any business strategy. In fact, CRMs are currently the best-selling software in the world. While there are 4 billion users of email daily. Now imagine if we can amalgamate the potency of a CRM and the widespread yet targeted reach of email marketing. That would make one heck of a combo, wouldn’t it? With this in mind, let’s explore the limitless potential of CRM email marketing, and how to harness it. 

Email marketing has come a long way from the days of blasting generic emails to a large set of random ones. Today, an efficient email marketing campaign involves sending timely, relevant, and targeted emails. As a result, CRM has become inseparable from email marketing. CRM with email marketing has become the norm now. Let’s discover what CRM is before we dive deeper into CRM email marketing.

Start Your CRM Email Marketing Journey Now

Table of Contents

What is CRM?

CRM or Customer Relationship Management are the guidelines, principles, and practices a business follows to manage its relationships with customers. From a business standpoint, CRM covers The ultimate aim of CRM is to enhance a customer’s experience.

Today, CRM is often equated with CRM software that helps you to keep track of your customers or prospective customers and segment them based on your interactions with them. Basically, CRM software allows businesses to keep track of their interactions and communications to help them nurture their leads and existing customers.

Now, let’s see how CRM works with email marketing.

How Does CRM Work With Email Marketing?

Personalization has become a mainstay in marketing. In fact, 80% of consumers are more likely to buy from businesses that provide a personalized experience. Obviously, email marketing provides hyper-personalization to its businesses. At the same time, it's an efficient CRM that enables personalized email marketing.

To break it down further, here is how CRM works with email marketing. 

  1. Syncing Information With Other Systems

CRM with email marketing integrates your customer and lead information not only with email marketing but also across other systems across your business. 

  1. Send Automated Email Responses

CRM with email marketing helps you send automated email responses. Setting automated responses according to the customers’ actions or the stage of the funnel your lead belongs to helps you nurture your relationship with them.

Automated Campaigns are the second most effective email tactic after personalization.

Image Source: Finances Online

  1. Tracking Customer Journey in the Sales Funnel

Businesses can use CRM data to track customers’ journeys in their marketing and sales funnel. The gleaned data can provide valuable insights into customers’ and leads’ behaviors, interactions, and preferences. Based on the insights, you can set up tailored email marketing campaigns to send targeted and timely emails.

  1. Tracking Customer History

Businesses can utilize CRM to keep track of customer and lead history. At the same time, they can keep an eye on their purchases, interactions, and interaction history. The insights you glean from these are valuable. Then, the insights can be used to set up email marketing campaigns accordingly.

  1. Identifying Potential Customers

Your CRM is a goldmine. With it, you can identify potential customers by looking at their behavior, preferences, and customers. As a result, you can set up targeted, timely, and relevant email marketing campaigns accordingly. 

  1. Create Personalized Campaigns Using CRM with Email Marketing

Businesses can use the detailed information present in a CRM to their advantage. Additionally, the information can be used as leverage to set up personalized, targeted, timely, and relevant email marketing campaigns. 

8 Advantages of CRM Email Marketing

Now that we have discovered how CRM and email marketing go along. Let’s look at the advantages of CRM email marketing.

  1. Single Source of Truth for Audience Data

Using CRM and email marketing together enables you to create a centralized place for your audience data. Hence, the data can be accessed by the relevant people in your organization whenever required. The CRM stores contact information, interactions, behaviors, sales activity, and much more. 

  1. Seamless Marketing Channels Integration

In a lot of cases, customer data is stored in isolation. Consequently, it becomes difficult to use your customer insights to communicate with your customers and leads. In addition, segmenting them can be a challenge too. A CRM that is integrated with your email marketing software helps you seamlessly target your customers.

  1. In-Depth Perspective of Your Audience

Having customer data in one place gives you a clear picture of who your audience is. You can easily access and explore your customers’ and leads’ behavior to identify the stage of the funnel your audience is in.

  1. Personalized and Targeted Campaigns

Email marketing is not about blasting off generic emails to everyone. Instead, it has evolved into setting up personalized, timely, relevant, and targeted email campaigns. A CRM with email marketing helps you do the same as it brings customer data under one roof. In turn, you can easily set up tailored email campaigns with ease.

  1. Better Segmentation

A CRM allows you to segment your audience more precisely. Moreover, you can determine the criteria you will use to segment your audience. For instance, it can be based on their purchase history, last seen active, open rates, and so on. The segmentation enabled by CRM allows you to set up tailored email marketing campaigns for your audience. 

  1. More Incisive than Social Media Marketing

Most of the social media engagement statistics are vanity metrics. The likes and shares do not necessarily convert into leads. Meanwhile, CRM email marketing allows you to target a relevant audience. As a result, email marketing leads to better conversion rates than social media marketing. In fact, CRM email marketing is 40 times more effective than social media marketing

  1. Data-Driven Decision-Making

Email data is not limited to the usual stats such as open rates, bounce rates, and so on. It is also about individual statistics about each customer, and data based on their behavior and interaction. The insights you glean from the combined force of CRM and email marketing allow you to make optimal marketing decisions. 

  1.  Increased Customer Satisfaction and Loyalty

Businesses can leverage the customer data they glean from their CRM. It can be done by creating personalized and tailored email campaigns for their customers. As a result, your connection with your customers will get consolidated further.

Top 8 CRMs with Email Marketing For Your Business

As this article is mainly focused on how to use CRM with email marketing, we will only touch upon the Top CRM with email marketing.


Show offers a dynamic CRM email marketing platform that enables you to set up your email marketing automation with ease. It might be a new entrant, but it has started with a bang. The platform does not leave any stone unturned to propel your business to great heights. From email templates to workflow automation, it offers everything.  As a bonus, it also offers an email generator by powering it with artificial intelligence.

Start Your CRM Email Marketing Journey Now

2. ActiveCampaign


ActiveCampaign is an effective and comprehensive CRM email marketing platform that enables email automation.



Omnisend is turning out to be an effective CRM email marketing tool. The platform's main area of focus is E-Commerce platforms.

4. CompanyHub


CompanyHub aims to simplify the best process of email automation for sales with a CRM Email Marketing platform that is simple and easy to use.

5. Brevo


SendInBlue has been rechristened as Brevo. Initially, the platform was a simple email platform. However, it has now evolved into an all-in-one marketing automation platform with an effective CRM.

6. EngageBay


EngageBay is a CRM Email Platform that intends to be affordable. Moreover, it provides a good experience and it also provides the bang for one’s buck.

7. HubSpot


Obviously, HubSpot grabs a spot on our list. The marketing automation stalwart provides seamless CRM Email Marketing for your business.

8. Pabbly

Pabbly provides an email marketing platform with CRM. In addition, the platform offers features like billing and form creation. 

The Best Solution for CRM Email Marketing:

  1. In-Built CRM

Show does not rely on any integration for CRM. Instead, it has a built-in CRM that works seamlessly with its email marketing platform. Consequently, you get all your customer data as well as an email marketing tool in one place. Your marketing and sales teams can easily access The CRM is customizable and it enables businesses to set up tailored and personalized email campaigns to businesses so that they can send timely, and relevant emails to their customers. 

Show’s In-Built CRM is effective and powerful
Show’s In-Built CRM is effective and powerful

Caption/AltCaption: Show’s In-Built CRM is effective and powerful.

  1. Set Up Effective Automated Email Responses

Automated email responses can lack the human touch. However, with an effective CRM and Email Marketing tool, it can be easy to set up automated personalized and tailored email responses. For instance, if you need to set up automated email responses for customer service, it can be done easily through Show. Similarly, automated email responses can be set up across your contact list depending on your segmentation. You can also customize rules to set up automated email responses on Show

Show allows you to set up automated email responses with ease
Show allows you to set up automated email responses with ease

  1. OmniScript Tracking

Not many marketing automation tools provide an in-built Omniscript Tracking feature. However, Show has managed to create an effective Omniscript tracking feature that will enable you to track your user journey with ease. From a CRM Email Marketing perspective, the Omniscript tracking feature enables you to add more nuance to your segmentation. As a result, you can tailor your email campaigns further and help your business set up better email marketing campaigns. 

OmniScript Tracking
Show’s marketing automation platform allows you to track your user journey with its OmniScript Tracking feature.

  1. Segmentation

One of the fundamental features of a CRM is to enable customer and lead segmentation. Obviously, Show follows suit and allows you to segment your audience effectively. To its credit, Show goes one step further and allows businesses to set up and customize rules for more layered segmentation. In-depth segmentation of their audience allows businesses to refine their email marketing campaigns further. 

Show’s CRM Email Marketing allows you to use its in-depth segmentation as leverage.

  1. Marketing Email Automation Workflow Builder

It is one thing to aspire to build a marketing automation builder. However, it is a different ball game when you intend to do it. A lot of platforms provide complex workflow builders to their customers. On the contrary, that is not the case with Show. Instead, the latter has managed to simplify workflow automation to empower businesses. With Show, businesses do not even have to break a sweat while building email automation workflows.

Show offers a great marketing automation workflow solution to businesses.
Show offers a great marketing automation workflow solution to businesses.

Caption/AltCaption: Show offers a great marketing automation workflow solution to businesses.

  1. AskShow.AI - An AI-Powered Email Generator Tool

Show’s features do not stop with a CRM for email marketing. In addition, it offers you an email generator that generates emails for you based on your prompts. In short, it is the equivalent of ChatGpt for emails. The email generator platform is simple to use and can be a powerful ally for businesses looking to streamline their email marketing campaigns to the hilt. 

Show’s artificial intelligence-powered AI tool generates tools for you at the click of a button.
Show’s artificial intelligence-powered AI tool generates tools for you at the click of a button.

Start Your CRM Email Marketing Journey Now


All-in-all, CRM Email Marketing enables you to track, monitor, analyze, and nurture your leads and customers. You can use the insights gleaned from your to create effective email marketing strategies and campaigns. As a result, an effective CRM Email Marketing platform will help you grow your business. 

Start Your CRM Email Marketing Journey Now

Frequently Asked Questions (FAQs)

  1. What metrics should I track to measure the success of CRM email marketing?

The CRM email marketing metrics that you ought to track do not differ a lot from the typical email marketing statistics. However, with CRM you can analyze behavioral patterns for each customer and segment them accordingly. Some of the CRM email marketing metrics that you should keep an eye on are:

  • Open Rate
  • Click-through Rate (CTR)
  • Conversion Rate
  • Unsubscribe Rate
  • Bounce Rate
  1. What are the different types of personalized emails I can send with CRM email marketing?

Here are some ways to personalize using CRM data:

  1. Segment-Based personalized emails
  2. Dynamic content
  3. Behavioral trigger emails
  4. Personalized offers
  5. Event-Based personalized emails
  6. Personalized surveys and feedback emails
Talking B2B
Show is the new way businesses talk to businesses

Request a Demo