Best Crm For Marketing Automation

A CRM is the software used by a business to manage relationships with its customers, partners, and vendors. What makes the best CRM for marketing automation is the ability to track performance of marketing campaigns and helping generate leads. The purpose of this article is to review the best marketing automation crm and help you pick which would work best for your business.

In this guide, we review the Best Crm For Marketing Automation, best crm for digital marketing agency, crm and email marketing for small business, and marketing automation crm.

Best Crm For Marketing Automation

If you’re looking for the best CRM for marketing automation, you’ve come to the right place. We’ve compiled a list of some of the best options on the market so that you can see which system is best suited to your needs—no matter how big or small.

1. Pipedrive – Best for Small Teams

Pipedrive is a good CRM for small teams, because it’s easy to use and has a simple interface that doesn’t take too much time to learn. It’s also good for managing contacts and leads, so if you’re looking for something that will help you keep track of your business contacts, this would be a great option.

Pipedrive can also be used for marketing automation, so if you want the ability to track how many website visits each lead makes or how many times they’ve clicked on an email campaign before following through with any actionable tasks like making contact requests or scheduling sales calls then this could be useful too!

2. Hubspot – Best for Marketing Automation

Hubspot is a marketing automation platform that offers a variety of tools for small businesses and startups. It’s easy to use, with a great UI and intuitive features.

It’s also very affordable, which is why it’s one of the best CRMs for small teams in our list.

3. Copper – Best for Elegant UI

Copper is a great CRM for those who are looking for elegance and ease of use. The UI is clean and simple, which makes it easy to set up and use. For small businesses that need a CRM that can be used by everyone in the company (not just marketing), Copper is an excellent option!

4. Zoho CRM – Best for Integrations

Zoho CRM is an all-in-one solution for businesses looking to use a single platform for their customer management needs. It’s both a powerful CRM and marketing automation tool, with many integrations available through its API.

Zoho CRM works like most other cloud-based solutions: you sign up, connect it to your email address, and start using it right away. The user interface is clean and easy to navigate; you can create new contacts or add existing leads by uploading data from Excel spreadsheets or CSV files (or even importing data from Salesforce). There are also some useful automated features such as lead scoring and email reminders that will help you nurture relationships with prospects over time.

5. Nimble – Best for Social-Friendly

Nimble is a social CRM that helps you manage your sales pipeline, nurture leads, and increase revenue.

Nimble’s social CRM is designed to help you drive revenue by connecting with customers like never before. Nimble’s social CRM is built to help you reach your goals.


Nimble is a cloud-based CRM for marketing automation. There are no hardware or software costs, so you can start using it right away. It lets you create and send personalized email campaigns and manage your entire customer lifecycle in one place.

best crm for digital marketing agency

Pipedrive is the first CRM platform developed from the salesperson’s point of view. Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals.

Salesforce is the Customer Success Platform. The social and mobile cloud technologies—including flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.

The flexible CRM platform that’s quick to set up and easy to use. Whether you’re tracking leads, managing sales pipelines, or onboarding customers, is fully customizable so that your team can get started instantly.

Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small businesses serve more than 200,000 users globally with Keap products. For a limited time, save 50% off your first 3 months!

HubSpot CRM is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.

Freshsales is a sales CRM designed for high-growth, high-velocity sales teams with features such as built-in phone and email, lead scoring, user behavior tracking, and automation, along with other CRM-related features on one platform.

Zendesk is a platform that builds support, sales, and customer engagement software designed to foster better customer relationships. They believe that powerful, innovative customer experience should be within reach for every company, no matter the size, industry, or ambition.

Act! delivers modern and innovative software and provides solutions that drive customer acquisition and retention for small businesses.

Maximizer CRM is the easy-to-use, fully customizable platform to manage customer details, track new opportunities, and scale sustainably.

1CRM is a small&medium sized business system that extends CRM into broader business management. 1CRM offers order management, project management, expense reporting, timesheets and more.

Act! delivers modern and innovative software and provides solutions that drive customer acquisition and retention for small businesses.

Agile CRM is the world’s first fully-integrated sales, marketing and service suite, n All-in-One CRM for small businesses with full sales, marketing and service automation functionality.

Apptivo CRM Software can help attract, engage, retain, and delight more customers. Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes.

Capsule helps businesses stay organized, know more about their customers, build strong relationships and to make the most of sales opportunities, all while minimizing user input.

Claritysoft provides simple CRM software that helps your business grow more efficiently. With Claritysoft CRM, you can bring together your customer information in one place and leverage that data to market, sell and support your customers more effectively.

Clientjoy is all in one CRM wherein you can manage leads, proposals, invoicing, payment and much more under a single roof.

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call and text your leads from desktop all without add-ons.

Composity is a cloud-based ERP solution extended with Sales and Marketing tools, designed especially for SMEs. It is a software solution that manages all aspects of an organization’s internal and external business processes.

ConvergeHub is a powerful CRM that transforms the way small and medium businesses drive revenue growth.

Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don’t have time for data entry, repetitive admin tasks, or complicated tools.

CreamSoda is an easy-to-use CRM solution that helps you to buy products cheaper than your competition and keeps your sales team focused on sales. Their aim is to help you improve your relationship with important customers and keep you selling.

Drip is the CRM Salesforce didn’t build. The first Ecommerce CRM – ECRM – is built to drive sales, not sales teams. Build personal, profitable customer relationships at scale—with Drip.

Efficy CRM adapts to your needs and not the other way around. Efficy CRM enables you to grow and develop your business activity in a very structured way.

folk offers a tool to centralize, organize and activate contacts for you and your team. It’s the next-generation CRM for modern companies.

Freshsales is a sales CRM designed for high-growth, high-velocity sales teams with features such as built-in phone and email, lead scoring, user behavior tracking, and automation, along with other CRM-related features on one platform.

Funnel is a beautiful and intuitive CRM designed for growing businesses to manage their sales workflows and lead tracking.

Glue Up is an all-in-one CRM platform that helps you build and grow your community through events, memberships and other digital tools.

Helpviser is a CRM tool for Envato Authors. In addition to ticketing system with Envato purchase code verification, knowledge-base & community portal services, you can list your customers, and receive live notifications from Envato.

HubSpot CRM is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to grow better.

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly’s out of the box capabilities allow you to tailor each user’s experience for every customer-facing role.

InTouchCRM provides sales and marketing software that helps forward-thinking​ small businesses convert their prospects into customers and turn their customers into referrers.

Keap has been helping small businesses get organized so they can deliver great service and close more business. Today the pioneer of CRM and marketing automation software for small businesses serve more than 200,000 users globally with Keap products. For a limited time, save 50% off your first 3 months!

Less Annoying CRM is a simple CRM built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do’s and more, all from one simple web app.

Livespace is an intuitive and adaptable, cloud-based CRM platform that built for streamlining your sales process, set goals, and keep all your customer information up to date.

Maximizer CRM is the easy-to-use, fully customizable platform to manage customer details, track new opportunities, and scale sustainably.

Method:CRM is a fully customizable drag-and-drop platform. No coding required! That means you get a system that’s just right for the way you get your work done.

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start with just what you need to run your business, and delight your customers. is a project management tool. One of the many features is a CRM functionality, which allows you to add a CRM board to your project management boards, and manage your prospects in a very visual interface that is not common with other typical CRMs.

The flexible CRM platform that’s quick to set up and easy to use. Whether you’re tracking leads, managing sales pipelines, or onboarding customers, is fully customizable so that your team can get started instantly.

NetHunt CRM is a full-featured CRM right next to your emails. Everything you need is available in the Gmail inbox: customer profiles, deals and opportunities, team collaboration, email tracking, bulk email campaigns, and more.

NetSuite CRM provides a seamless flow of information across the entire customer life cycle from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support.

Nimble is the industry-leading CRM for Office 365 and G Suite that builds award-winning contact management solutions for teams and individuals.

Stress-free sales and marketing. Meet the all-in-one CRM that helps B2B teams close more deals.

OnContact CRM delivers the power to cultivate and grow outstanding relationships. From lead generation to nurturing prospects to managing your pipeline, OnContact supports your sales staff throughout every phase of your sales cycle.

OnCourse has built-in email marketing, SMS sequencing, task management, phone dialer and CRM united in a single experience to materially enhance sales productivity.

OnePageCRM is an action-focused CRM software for small business. It’s a robust, efficient and clean CRM built for sales teams tired of bloated sales software.

crm and email marketing for small business

Email marketing is one of the most popular forms of marketing today, with over 3.9 billion active users around the world. It is a great way to reach your customers, offering endless ways to provide information. One of the best ways to ensure that you are sending the right content to the right people is combining your email marketing tool with a customer relationship management (CRM) solution. Read on to learn how CRMs can benefit your email marketing efforts, the benefits that a CRM-enabled email marketing tool can offer your small business and some of the best all-in-one platforms.

Editor’s note: Looking for the right CRM software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs.

What is CRM?

CRM software helps you manage your company’s relationships and interactions with existing and potential customers. The purpose of a CRM is to optimize and improve relationships with your customers, as well as streamline your sales and marketing processes. [Read related article: How to Use CRM to Improve Customer Service]

A CRM platform performs the following functions:

With CRM software, your business stores key customer information, including contact details and records about previous interactions and sales, in a centralized location, where anyone in your company can access it. Given that CRM is one of the fastest-growing enterprise application software categories, it may be advantageous for your business to adopt one.

Tip: Companies use CRMs to track sales team interactions with individual customers in a way that is relevant and meaningful to both parties.

How does a CRM system work with email marketing?

CRM is a useful tool in email marketing, where personalizing content to suit your audience is key to success. CRM software provides much of the data and information that makes targeted email marketing campaigns possible. CRM email marketing places the focus on the email recipient, rather than a large, generic audience, which helps drive better profits and creates more engaged customers. [Read related article: The Ultimate Guide to Customer Engagement]

Many email marketing platforms either integrate with or have their own CRM built into their software. CRM software will work with email marketing by:

“A CRM helps you customize and automate email marketing campaigns to work more efficiently,” said Tom Winter, chief revenue officer and co-founder of DevSkiller. “Email marketing is a tedious process, and letting your CRM handle the brunt of the mass emailing saves a lot of time. CRMs nowadays use AI and support omnichannel communication, which is great for boosting customer service.”

Key takeaway: A CRM provides customer data and information that is used to inform a personalized email marketing campaign.

Why are email and CRM important for marketers?

Email marketing is a mainstay of the marketing world, despite rumors that it would be shouldered out by social media marketing. The email marketing industry has steadily grown, and it is estimated that there will be 4.3 billion global email users by 2023. CRM is also experiencing significant growth, taking the top spot as the largest software market in the world.

As a marketer, it is vital that you incorporate both CRM and email marketing into your overall marketing strategy. Together, they provide valuable knowledge, resources, and tools for getting your content and message out to the right audiences.

“A CRM simply holds the contact record – name, company info, correspondence, etc.,” said Logan Mayville, business development and marketing specialist at Post Modern Marketing. “Marketing automation allows you to program actions (email, text, web pages) based on that record. You need both to be successful.” [Read related article: How to Build an Email Marketing Contact List]

The primary purpose of a CRM is to manage and improve your business’s relationship with your customers, and a solid customer relationship boosts your business’s success. A CRM collects information about every customer and every lead, such as which products they buy most, how often they contact your company, whom they speak to, what they click on and more.

You can then use this detailed information to send targeted email campaigns that show the customer a related product they might be interested in or alert them to something left behind in their cart. It can also inform you about where gaps exist in your sales funnel.

Tip: Email marketing and CRM present an opportunity for marketers to find and engage directly with customers through targeted campaigns that drive conversions.

What are the benefits of using a CRM for email marketing?

Using a CRM-enabled email marketing platform (or an email marketing platform that integrates with a CRM) can provide numerous benefits for your business, such as providing a centralized data hub and the ability to connect your information to your marketing channels.

Central place for audience data

Using an email marketing platform with a CRM provides a single, centralized storage hub for all of your customer data, which can then be accessed by anyone who needs it in your organization, from sales to marketing. The CRM stores contact information, phone calls, sales activity, customer notes, user behavior and more, and can reveal patterns and key findings about your customers.

Easy connection to marketing channels

If your customer data is stored in a separate place from your marketing channels, it can be difficult to convert your customer insights into actionable tasks, like personalized communication or segmentation. It also increases the risk of getting lost. A CRM that is integrated or built into your email marketing platform ensures that all of these functions work together while providing you with the information you need.

Clear picture of your audience

With your customer data in one place, it’s easier to see who your audience is and what they want from you. You can track all of your customer interactions and see which strategies work, which ones don’t, and areas where your business can grow and evolve.

Targeted, personalized campaigns

The most effective email marketing campaigns are those that are tailored to their audience’s individual interests and preferences. A CRM makes doing that easy by automatically collecting, organizing, and storing pertinent user data.

Easy to create appealing, responsive emails

A CRM-enabled email marketing tool provides easily customizable email templates that are responsive across every device, whether the customer is using a mobile phone, tablet or computer. This is vital for a consistent, engaging user experience and can help boost your campaign engagement.

Did you know?: The benefits of using CRM for email marketing include targeted campaigns, easy connection with marketing channels and knowing who your audience is.

What are the features of CRM email marketing?

There are several key features to look for in a CRM and/or email marketing platform, but there are seven features, in particular, you want to scrutinize:

Analytics and testing

Marketing is an ever-changing game of learning and adjusting; a CRM-enabled email marketing platform provides a steady stream of up-to-date customer information, as well as the tools necessary to analyze data, test various campaigns, and change your approach as needed. You can use analytics, for example, to tell you how many recipients clicked on the link included in your last email campaign and determine how successful that campaign was. [Read related article: How CRM Analytics Work]

Lead nurturing

Lead nurturing is the process of developing and growing relationships with customers at each stage of the sales funnel, or buying journey. Many CRM-enabled email marketing platforms automate parts of this process, which can save you time and money.


If you’re looking for an all-in-one tool, verify that it integrates with other software and services, like Outlook, Salesforce, Zoho or other marketing platforms. Integrations allow you to broaden your capabilities and better serve your audience. For example, by integrating with Outlook, you’ll be able to send automated email campaigns to segmented contact lists, all in one system.


Marketing automation is the process of automatically completing tasks that would otherwise be completed manually. Automation frees up your employees’ time to devote their time to other, more important tasks. You can automate functions like drip campaigns, lead scoring and task alerts.

Mass emailing

Sometimes you need to send a bulk email. Look for a service that offers this as an option so you can quickly and efficiently get content out to your entire audience at one time if you need to.

Recipient engagement tracking

Email marketing requires marketers to be willing to quickly (and radically) change their approach if their current strategy isn’t working. With CRM email marketing, you see which recipients opened your email, which clicked the links, who didn’t open it at all, and so on. This allows you to modify your approach until you find something that works. Look for a tool with conversion tracking, which helps you better understand your customers’ behavior.

Marketing Automation Crm

Marketing has evolved significantly over the years and has become more complex and perplexing than ever. Consumers are now using multiple media platforms to gather data and to stay up-to-date, making life difficult for marketers. However, with marketing automation features in its CRM, a business can streamline and optimize a variety of marketing tasks. This will increase the effectiveness and efficiency of the sales and marketing team by saving time on administrative tasks, delivering messages with the right content to the right audience, closing deals faster through increased automation, hence, increasing revenue and profits.

What is Marketing Automation?

Marketing Automation is a technology that lets you target customers with personalized campaigns by leveraging data. With marketing automation software, you can streamline marketing activities, run effective campaigns, increase consumer engagement and drive high profits.

Difference Between Marketing Automation Software and CRM

It is important to understand the difference between CRM and marketing automation software before making the decision to implement them in your business processes.

Marketing Automation Software

Focused on marketing and delivering personalized campaigns, marketing automation software is limited to marketing. They allow companies to streamline marketing activities, automate marketing campaigns and gain insights based on data.

Customer Relationship Management Software (CRM)

CRM software is customer-centric and gives you a 360-degree view of the customers. The main difference is that the CRM platform is not limited to a certain business operation as it allows flexibility for CRM customization so that your software mirrors your business needs, and CRM integrations for business optimization so that you can use different apps/software from a single platform

Key Features and Benefits of Marketing Automation in CRM

Marketing automation is an amazing technology but only if it is customized according to the needs and requirements of the business, otherwise it can prove to be counterproductive. For your convenience, here is a list of the key features that you need to look out for in a marketing automation platform. Moreover, we have also covered why CRM is the best marketing automation software for businesses aiming to stay ahead of their competitors.

Email Marketing Automation

Emails are the principal communication channels with potential leads. With an automation tool, you can test your email content, create beautiful email templates that match your brand identity, preview your emails across platforms and devices, and do advanced email reporting.

Marketing automation in CRM incorporates Email marketing functionality and then expands on it by customizing content interactions through logic workflows. For example, with CRM and marketing software, you can send a ‘Happy Birthday’ message to a loyal customer and offer him a discount or send a ‘Thank You’ message when someone makes a purchase.

This can make the difference between a happy customer and a lost prospect. Can your current marketing automation software do this effortlessly? With the CRM platform, marketing is efficient and effective and is undoubtedly the best email automation software.

CRM and Marketing Automation Integration

Marketing automation platforms that integrate seamlessly with Customer Relationship Management platforms can be a very powerful weapon. Tight CRM Integrations will allow you to transfer lead information seamlessly between marketing and sales. This makes CRM the best marketing automation software with seamless integrations. It allows you to run effective and personalized marketing campaigns based on the data from interaction with the customers.

Moreover, better alignment between marketing and sales will improve the effectiveness of campaigns and help in marketing campaign automation. Your CRM system should talk to your marketing automation platform and your marketing automation platform should talk to your CRM system.

Marketing Funnel Automation & Lead Nurturing

Send the right information to the right prospects at the right time with marketing funnel automation. Lead nurturing is the process of sending a series of automated emails that will trigger based on a person’s behavior.

Being able to nurture leads based on a variety of attributes (behavior, demographics, buying stage) is a highly sought-after tool for marketers. Amazingly, CRM allows you to leverage this making it the best marketing automation software.

Campaign Management

Campaigns are the workflows you use to nurture leads along the sales cycle. Campaigns have both timed and triggered events. To run successful campaigns you need to send direct and personalized emails to a large number of people. Make sure the campaign management within your platform supports both inbound marketing and outbound campaigns as well.

Lead Management & Lead Scoring

This is another fundamental feature of marketing automation software. Lead scoring enables marketers to concentrate on the most promising leads. Every customer receives a score, based on his activities. When a lead matures i.e. reaches a threshold value, it is assigned to a sales representative so that appropriate action can be taken.

Being able to move leads through the entire marketing funnel is a challenging task and should be handled effectively by your Marketing Automation Platform. Moreover, CRM and marketing software together help in strategizing better so you can have marketing automation optimization in your business.

Landing Pages

Also known as a Call to Action page, a landing page is any page on a website where traffic is sent specifically to prompt a certain action. Landing pages help increase conversion rates through targeted promotion. You can market multiple products to audiences using highly customized landing pages with very specific targeted content. Many marketing automation systems have excellent landing page builders. Make sure you select a landing page builder that is flexible and easy to use.

Social Media Marketing

Automated social media marketing software has changed how marketers communicate with customers on social media channels. Know what the customers and prospects have to say about your company’s products and services, how they respond to email messages and website content, and then incorporate that data into your marketing automation platform. The marketing automation platform you select should have built-in social media marketing and management tools.

Customer Journey Automation

Monitor every person who visits your website by tracking their behavior in your CRM platform, including which pages they click, from where they access the website, what keywords they type on Google that direct them to your website, and so on.

With CRM software, you can deliver real-time alerts to sales representatives when a lead, prospect or customer visits the website. Visitor tracking should also help you segment your database based on these tracked activities. Hence, with CRM and marketing automation integration, you can have accurate market segmentation to focus on prospective customers and increase your conversion rates.

Have a look at how Rolustech has helped businesses leverage their CRM by integrating it with marketing automation tools.

Evolution Marketing

Evolution Marketing is an independent business software consulting firm based in Australia. Their experts work with technology leaders like SugarCRM to provide high-value CRM and marketing automation solutions to help businesses acquire more leads and increase sales.

Evolution Marketing approached Rolustech in order to integrate marketing automation tools with SugarCRM for a local government based in Brisbane. The local government intended to run email campaigns comprising of surveys from within their Sugar to create awareness among the general public to use energy resources efficiently. Furthermore, there was a mobile game developed for the same purpose which users played in order to win gifts. The government wanted the game data of the app to automatically sync with Sugar so leads could be generated based on the results of the game.

Rolustech decided to enhance the functionality of Sugar by integrating the API of three key marketing automation tools that would serve their client’s needs. Read more about our Evolution Marketing Case Study to learn about the marketing tools integration.

Finding Friday

Finding Friday specializes in CRM for the Travel and Leisure Industry. The company strives to connect travel and leisure companies with potential travelers and tourists. Their primary need was to integrate marketing automation tools so that their clients, to whom the solution was sold, could run successful marketing campaigns, nurture leads along the sales cycle, and reach out to more customers in less time with little effort. MailChimp, Act-On, and Insteller integrations were done with SugarCRM. You can read the complete process in our Finding Friday Case Study.

Leave a Comment