Best CRM Marketing Software: 10 Tools to Boost Sales in 2024

Last Updated:Tuesday, April 2, 2024

Quick Summary

Marketing CRM can help you improve and optimize customer relationships, driving customer loyalty and revenue. It sounds simple but can do more harm than good if you choose software that doesn’t match your organization’s needs. Let’s make sure that doesn’t happen.

Have you ever planned a trip only to take unexpected detours along the way? Like a road trip isn’t always a straight line, understanding how customers buy isn’t easy either.

Enter the marketing CRM, your company’s secret weapon for tracking and managing customer interactions. Most businesses have CRM with marketing capabilities but don’t pay much attention to the marketing part of it.

In this article, we’ll explain what CRM can do for your business regarding marketing and review some of the best marketing CRM software, so let’s dive right in!

Why You Can Trust

We spend hours testing every CRM we write about and comparing it to other CRMs on the market to ensure our readers get the most accurate, up-to-date information. Our core mission is to deliver reliable, independent reviews to help our readers make informed buying decisions and get the most out of their purchases.Image used for a page break


What is CRM in Marketing?

First things first, what is CRM exactly?

In short, CRM (customer relationship management) is a process for handling and understanding existing and potential customers. It involves using various methods and tools to track customer data from start to finish. This helps businesses enhance customer service, boost loyalty, and increase sales.

Similarly, CRM in marketing is about how businesses interact with customers. It includes keeping track of customer information, like their preferences, purchases, and interactions with the company. This helps businesses understand their customers better and create more personalized experiences for them.

Nowadays, CRM is super important in marketing because it helps businesses build stronger connections with their customers.

However, you must choose the appropriate CRM software for your business to achieve the best results. Using the one that doesn’t ideally match your organization’s needs won’t enhance your business but probably worsen things, so choose wisely.

When you find the right one, you can keep track of customer details and interactions; hence, you can customize your CRM strategy to fit each customer’s needs. This will make your customers happier and keep them on your side, but most importantly, it will attract new customers.


Using CRM Software in Marketing

CRM software helps businesses manage their customer relationships more efficiently. Here’s how:

Email Marketing:

  • Segment contacts based on various factors like location or page interactions.

  • Personalize emails by sending different Call-to-Actions (CTAs) based on CRM data points.

  • Save time by integrating email with CRM, avoiding manual contact list imports.

Social Media Marketing:

  • Understand customer engagement on social media platforms.

  • Identify topics, hashtags, and influencers within audience segments.

  • Leverage data to provide timely and relevant content.

Digital Ads:

  • First-party data from CRM can be used to target specific customer groups.

  • Create highly relevant ads for different stages of the buyer’s journey.

  • Increase ad relevance, customer satisfaction, and customer retention by avoiding irrelevant ads.


What is CRM Marketing Automation?

CRM marketing automation is using CRM marketing automation software to make marketing tasks like sending emails, keeping in touch with customers, and tracking leads easier.

One of the most popular CRM marketing automation tools is HubSpot Marketing Hub. This well-known tool helps businesses automate their marketing tasks and keeps their customers engaged.

Moreover, this platform is user-friendly and easily integrates with the CRM system. Businesses that choose HubSpot Marketing Hub can create automated workflows for tasks like email marketing, following up with customers, and tracking leads.

Additionally, the platform offers customizable templates and simple tools so users can set up automated campaigns that suit their needs.

Plus, the analytics and reporting features help businesses track the performance of their automated marketing efforts in real-time. This allows them to make informed decisions and improve their strategies as needed.

HubSpot is our first choice for the best marketing CRM software. That being said, let’s review some of the best CRM marketing software on the market.


Best CRM for Marketing Comparison Chart (Top 10 Highest-Rated Tools)

Here’s a quick overview of our CRM tools for marketing. It includes simple software and CRM and marketing automation software, so take a look.


Best for




Best CRM marketing tool overall


Visit site


Best free CRM for marketing

$13/3 seats/month

Visit site


For integrating chatbots and messaging


Visit site


Great CRM for marketing automation


Visit site


Top CRM email marketing platform


Visit site


Good CRM email marketing system


Visit site


Great CRM for marketing campaigns


Visit site


Top marketing CRM for e-commerce


Visit site


Good marketing CRM for ease of use


Visit site


Good CRM marketing software for small business


Visit site

*pricing starts at 


Best CRM Marketing Software in 2024: We Review 10 Marketing CRM

After researching, tinkering, and reviewing the user feedback, we’ve compiled a list of the top customer relationship management in marketing. It shows you which marketing CRM software is best for your business, large or small, or if you have a specific niche, like e-commerce.

1. HubSpot (Best CRM Marketing Tool Overall)

HubSpot Marketing CRM Dashboard

Why we chose it:

HubSpot Marketing Hub is a powerful tool to supercharge your marketing efforts, while HubSpot CRM, in general, is one of the best CRM for small businesses

Here’s why HubSpot Marketing Hub is our first choice for the best CRM marketing tool:

  • Easy Email Marketing: Create stunning emails with drag-and-drop editing. Test different versions and track performance with detailed analytics to see what works best.

  • Automated Workflows: Save time by automating repetitive tasks like scheduling emails and triggering actions based on customer interactions.

  • Smart Contact Management: Organize your contacts and personalize your outreach for better engagement. HubSpot updates contact records automatically, so you always have the latest contact information at your fingertips.

  • Social Media Integration: Manage your social media presence from one platform. Publish content directly and track engagement to refine your strategy.

As you can see, this tool offers everything you need to take your marketing to the next level, whether you’re a small business or a large enterprise.


  • Social Media and Blogging Tools: HubSpot has solid tools for social media marketing and blogging, making it easy to engage with audiences and share content on different platforms.

  • Landing Page Creation and Testing: Users can easily create landing pages and test different versions to improve conversion rates for online campaigns.

  • Marketing Automation: HubSpot automates repetitive marketing tasks, giving users more time to focus on planning and creativity.

  • Real-Time Analytics: HubSpot provides immediate reports on how campaigns perform, helping users make decisions based on data.


  • Limited Customization: While HubSpot has powerful features, users might find that they can’t customize it as much as they’d like, which could restrict branding or specific needs.

  • Heavy Focus on Marketing Automation: HubSpot focuses heavily on automating marketing, which might mean it doesn’t prioritize building personal connections with customers as much as some users would like.


  • Free plan: for up to 5 users

  • Starter: $15/seat/month

  • Professional: $800/3 seats/month

Visit site
Go to HubSpot CRM's official website


2. Mailchimp (Best free CRM for marketing) 

Using Mailchimp CRM marketing for campaign management

Image Source: Mailchimp

Why we chose it:

Mailchimp is a popular choice for email marketing, but it offers much more than that. Our in-depth Mailchimp review covers this tool's key features, pros, and cons, so if you’re interested in using Mailchimp, read it before committing.

Here’s what it’s one of the best free CRM for marketing:

  • Easy Campaign Management: Creating, analyzing, and improving your marketing campaigns is straightforward with Mailchimp’s Campaign Manager. You can set goals, assign tasks, and build email campaigns effortlessly.

  • Email Builder: Designing eye-catching emails is a breeze with Mailchimp’s email builder. Choose from various templates and customize them with drag-and-drop editing. Plus, it offers AI suggestions to enhance your content.

  • Contact Organization: Keep your contacts organized with Mailchimp’s smart management tools. You can segment your audience based on different criteria and automate your marketing efforts for better targeting.

  • Automated Workflows: Streamline your marketing tasks with Mailchimp’s Customer Journeys. Whether welcoming new subscribers or re-engaging lost customers, these pre-built templates make automation easy.

  • Performance Tracking: Track the success of your campaigns with Mailchimp’s analytics tools. Get insights into audience engagement and demographics to optimize your future strategies.

Overall, Mailchimp’s user-friendly interface and comprehensive features make it an excellent choice for businesses of all sizes looking to boost their marketing efforts.


  • Comprehensive Marketing Solution: Mailchimp syncs with other marketing tools so that users can manage contacts and run creative campaigns.

  • Lead Generation and Customer Segmentation: Users can collect new leads through website forms and organize them into different groups based on characteristics, helping with targeted marketing.

  • Workflow Automation: Mailchimp makes it easy to automate workflows, especially for email drip campaigns, which can streamline communication with leads and customers.


  • Data Import Challenges: Sometimes, importing data into Mailchimp can create duplicate leads, causing confusion and making data management less efficient.

  • Limited Integrations and Automation Features: Mailchimp’s integration capabilities might not be as extensive as other platforms. Moreover, the tool’s automation features might not be as advanced, which could limit scalability and efficiency.


  • Free plan: for up to 1 user

  • Essentials: $13/3 seats/month

  • Standard: $20/5 seats/month

  • Premium: $350/unlimited seats/month

Visit site
Go to Mailchimp's official website


3. Intercom (Top marketing CRM for chatbots and messaging) 

Intercom marketing CRM messages feature

Why we chose it:

Intercom, although reinventing the business messenger, isn’t just about chatting; it’s a powerful tool for boosting your marketing efforts. Here’s why we love it:

  • Engaging Website Widgets: Intercom’s customizable widgets greet visitors personally, making interactions more meaningful. This personal touch can lead to increased engagement and potentially more sales.

  • Personalized Chats and Posts: Send tailored messages to visitors based on their actions or where they came from. This targeted approach helps you connect with your audience on a deeper level.

  • Guided Product Tours: Easily walk new customers through your product step by step. This hands-on approach helps them understand your product better and encourages them to stick around.

  • Eye-Catching Banners: Use banners to promote special offers or new features on your website. Intercom lets you grab visitors’ attention and drive action with eye-catching banners.

  • Direct Mobile Engagement: Reach users directly on their mobile devices with push notifications and carousels. This keeps them informed and engaged, even on the go.

  • Automated Series Campaigns: Create automated campaigns across multiple marketing channels with Intercom. By targeting users based on their behavior or demographics, you can deliver personalized experiences and drive better results.

Overall, Intercom offers a range of tools to help businesses attract, engage, and retain customers effectively. Whether personalized interactions or automated campaigns, it’s a valuable asset for boosting your marketing game.


  • Conversational Marketing with Chatbots: Intercom uses chatbots for conversational marketing, helping to generate leads and engage with customers.

  • Personalized Messaging: Businesses can send personalized messages to visitors on their website through the Intercom messenger, improving user experience and building connections.

  • Smart Lead Routing: Intercom directs customers to the most suitable sales representatives, making interactions more efficient and personalized.


  • Lack of Transparent Pricing: Intercom’s pricing information might not be easy to find, making it hard for users to know if it fits their budget.

  • Data Syncing Limitations: Intercom’s ability to sync data with other apps might be limited, affecting how well it integrates with existing workflows and tools.


  • Essential: $39/seat/month

  • Advanced: $99/seat/month

  • Expert: $139/seat/month

Visit site
Go to Intercom's official website


4. GoSquared (Good CRM marketing software for small business) 

gosquared crm for marketing trends feature showing top trending content

Why we chose it:

GoSquared is a comprehensive growth platform tailor-made for WordPress websites. It offers tools that can help businesses, especially small ones, grow. Here’s a list of some of the key tools that this marketing CRM provides:

  • Website Analytics: Get real-time insights into your website traffic with GoSquared Analytics. Understand visitor behavior, identify top-performing content, and track the effectiveness of your marketing campaigns effortlessly.

  • Lead Capture and Engagement: Utilize GoSquared Assistant to capture leads and initiate conversations with visitors at the right moment. Engage with them through live chat, gather valuable feedback, and guide them to relevant pages based on their behavior.

  • Marketing Automation: Streamline your marketing efforts with GoSquared Automation. Send personalized emails and in-app messages, automate follow-ups based on user behavior, and drive upsells effectively. Provide targeted customer support and foster customer loyalty.

  • Customer Data Hub: Personalize the customer experience and increase sales with GoSquared Customer Data Hub. Track every user event in real-time, segment users easily, and view unified profiles across all devices. This enables you to deliver tailored experiences and drive better results.

With GoSquared, small businesses can convert visitors into leads, nurture customer relationships, and effectively measure their business growth from one integrated platform.


  • Precise Audience Targeting: GoSquared allows for precise targeting of audiences based on detailed customer information, improving the effectiveness of marketing campaigns.

  • Automated Tailored Marketing Strategies: The platform uses lead data to automate personalized marketing strategies, ensuring relevant communication with leads and customers.

  • Advanced Features for Customer Engagement: GoSquared offers advanced features like follow-ups to keep important customers engaged, fostering long-term relationships.


  • Cluttered Analytics Dashboard: While GoSquared provides powerful analytics capabilities, the dashboard might be cluttered, making it harder for users to analyze and understand data.

  • Pricing Considerations: Pricing for GoSquared might be higher compared to other options, which could be a challenge for some users with limited budgets.


  • Starter: $9/month

  • Standard: $24/month

  • Pro: $49/month

  • Scale: $99/month

Visit site
Go to GoSquared official website


5. Creatio (Top CRM email marketing platform) 

Creatio Ad Campaigns Analytics

Why we chose it:

Creatio is a top CRM email marketing platform, perfect for businesses of all sizes. Here’s why it’s great:

  • Omnichannel Marketing Platform: Marketing Creatio gives you a complete view of customer data and supports all stages of your marketing campaigns. Plus, it provides analytics for improving performance.

  • End-to-End Sales and Service Management: Track customer behavior and manage orders efficiently with Creatio. Sales and service teams can stay organized and deliver top-notch customer support.

  • No-Code Platform: With Studio Creatio, you can easily create business apps without any coding. It offers simple tools for designing pages, workflows, and more, all in one place.

  • CRM Creatio: Automate tasks like campaign management and event coordination with Creatio’s CRM solutions. This frees up time to focus on building strong customer relationships.

  • Creatio Marketplace: Find over 400 business solutions tailored to different industries in the Creatio Marketplace. It’s a one-stop shop for enhancing your operations.

  • Creatio Academy: Get trained on using Creatio with courses and tutorials from Creatio Academy. It ensures you make the most of the platform’s features.

  • Simple Application Builder: Creatio’s ready-to-install apps and no-code design tools make app development a breeze. Teams can collaborate easily and stay on track with projects.

All in all, Creatio provides tailored CRM solutions, so it can help your business grow regardless of size or industry.


  • Customer Experience Planning: Creatio helps plan customer experiences and guides them through the sales funnel, ensuring a smooth and personalized journey.

  • Omnichannel Customer Interaction Management: The platform manages customer interactions across various channels for effective marketing and consistent messaging.

  • Robust Email Campaign Management: Creatio offers strong tools for managing email campaigns, allowing users to create, execute, and track their performance effectively.


  • Cluttered User Interface: Some users may find Creatio’s interface cluttered and overwhelming, affecting usability and productivity.

  • Customization Challenges: Customizing Creatio to fit specific business needs might be time-consuming, and users might face a learning curve, limiting flexibility.

  • Pricing Favoring Larger Enterprises: Creatio’s pricing might be more suitable for larger enterprises, which could be less affordable for smaller businesses.


  • Growth: $25/user/month

  • Enterprise: $55/user/month

  • Unlimited: $85/user/month

Visit site
Go to Creatio's official website


6. Nutshell (Good CRM email marketing system) 

Why we chose it:

Nutshell is a fantastic CRM email marketing system that helps businesses easily manage sales and customer relationships. Here’s a breakdown of the key features of Nutshell and how they can help your business:

  • Easy Sales Management: Nutshell makes managing contacts and tracking leads simple. The tool’s automation features reduce manual tasks so teams can focus on building relationships.

  • User-Friendly Features: With Nutshell, you get tools like web forms for collecting leads and targeted email marketing. It centralizes customer data, making it easier to plan marketing strategies.

  • Scalable: Whether you’re a small team or a large one, Nutshell grows with your business. You can customize pipelines and automate business processes as needed.

  • Contact and Pipeline Management: Nutshell keeps all customer information in a central location, helping users prioritize tasks and track leads effectively.

  • Team Collaboration: Nutshell promotes teamwork with mobile alerts and centralized conversations, keeping everyone on the same page.

  • Analytics: Nutshell provides customizable reports and measures performance to help businesses make better decisions.

  • Integrations: Nutshell works with other platforms, making workflow integration smooth and efficient.

Overall, Nutshell is a valuable tool for businesses looking to streamline their sales and marketing efforts.


  • Effective Email Communication: Nutshell provides excellent email templates and designs for effective communication with leads and customers, enhancing brand perception.

  • Audience Segmentation: Users can segment their audience based on demographics, ensuring targeted communication tailored to specific customer groups.

  • Email Drip Functionality: Nutshell offers an email drip function triggered by custom events, enabling automated follow-up communication to nurture leads.


  • Data Import Challenges: Importing data into Nutshell might result in duplicate leads and messy data, requiring manual cleanup and potentially causing inefficiencies.

  • Limited Integrations and Advanced Automation: Nutshell’s integration capabilities and automation features might not be as extensive as other platforms, limiting scalability.

  • Variable Pricing Structure: Nutshell’s pricing structure might vary based on the number of contacts, making it less predictable for users, especially those on tight budgets.


  • Foundation: $16/user/month

  • Pro: $42/user/month

  • Power AI: $52/user/month

  • Enterprise: $67/user/month

Visit site
Go to Nutshell's official website


7. Insightly (Great CRM for marketing campaigns) 

Insightly marketing CRM dashboard

Why we chose it:

Insightly is one of the best campaign management software tools for small to medium-sized businesses. Here’s why it’s a great CRM for marketing campaigns:

  • Easy Lead Management: Insightly helps keep track of leads efficiently so no sales opportunity is missed. You can easily upload leads and assign them to the right sales reps. Plus, it offers a visual view of each prospect’s stage in the sales process, helping prioritize leads.

  • Simple Reporting: With Insightly, you can generate reports quickly to get a clear picture of your business. You can filter and summarize data and create visual charts to share with your team.

  • Marketing Tools: Insightly’s features let you create campaigns and nurture leads effectively. You can build landing pages, collect leads, and send emails with tracking. It seamlessly integrates with CRM for tailored campaigns.

  • Task Management: Insightly’s task manager helps you stay organized by assigning tasks to team members. You can link tasks to projects, contacts, and team members for better coordination.

  • Dashboards: Insightly’s dashboard gives you real-time insights into your business’s performance. You can customize it to display important metrics visually, keeping you updated on key aspects of your business.

In conclusion, Insightly offers everything you need to manage marketing campaigns efficiently, making it a top choice for businesses aiming for growth.


  • Customer Journey Planning and Feedback: Insightly focuses on planning the customer journey and offers testing and feedback reports for continuous improvement.

  • Email and Forms Builder: The platform provides good email and form builders for streamlined communication and lead capture.

  • Intuitive Mobile Apps: Insightly offers intuitive mobile apps for on-the-go access, allowing users to manage customer relationships anytime, anywhere.


  • Google Calendar Sync Improvement Needed: Insightly’s two-way sync for Google Calendar could be improved, potentially causing discrepancies in scheduling.

  • Limited Custom Fields and Outdated UI: Insightly might have limited custom fields for contacts, and the user interface could be perceived as outdated.

  • Pricing Tiers Suitability: Insightly’s pricing tiers might not be suitable for all budgets or business sizes.


  • Plus: $29/user/month

  • Professional: $49/user/month

  • Enterprise: $99/user/month

Visit site
Go to Insightly's official website


8. Drip ECRM (Top marketing CRM tool for e-commerce) 

Drip ECRM People feature

Why we chose it:

Drip ECRM is a top choice for e-commerce marketing. Here’s why:

  • Easy to Use: Drip is simple to navigate, even for beginners. It offers handy automation tools and templates for efficient marketing.

  • Flexible Pricing: With Drip, you pay as you grow. Prices increase gradually as your contact list expands, making it budget-friendly for small businesses.

  • Manage Lists Easily: Drip simplifies list management tasks like importing contacts and segmenting lists, saving you time.

  • Quick Campaign Setup: Drip provides tools for creating email campaigns effortlessly, whether you prefer visual or text-based builders.

  • Detailed Analytics: Track your campaign performance with Drip’s advanced analytics, helping you make informed decisions to improve your marketing strategies.

In short, Drip ECRM is a user-friendly solution for e-commerce businesses, offering essential features to enhance your marketing efforts.


  • User-Friendly Experience: Drip ECRM offers a user-friendly experience with easy-to-create forms and email marketing automation, catering to solo entrepreneurs and small teams.

  • Visual Builder for Campaign Setup: The platform provides a visual builder for setting up email marketing campaigns, simplifying the process.

  • Suitable for Small Teams: Drip ECRM is ideal for small teams in e-commerce businesses, providing essential tools for growth and success.


  • Pricing Scalability: As the contact list grows, pricing for Drip ECRM might become higher, posing challenges for budget-conscious users.

  • Limited Functionality for Larger Businesses: Drip ECRM might feel lightweight for larger businesses with more complex needs, lacking advanced features.


  • Pricing starts at $39/month for 2,500 contacts.

Visit site
Go to Drip ECRM's official website


9. Act! (Good marketing CRM for ease of use) 

Act! CRM email marketing feature

Why we chose it:

Act! is a great choice for businesses seeking a user-friendly marketing CRM. Here’s why:

  • Customer Management: Act! offers a robust CRM platform that centralizes customer data, making organizing and personalizing interactions easy. With rich customer profiles and powerful search capabilities, users can access the information they need quickly.

  • Sales Pipeline Management: Streamline your sales process with Act! by tracking opportunities, managing pipelines, and advancing deals through customizable sales stages. Interactive dashboards provide actionable insights to help you focus on the most promising opportunities.

  • Marketing Automation: Use Act!’s marketing automation tools to create and deploy personalized campaigns effortlessly. Whether templates or custom designs, you can automate outreach strategies to engage prospects and track real-time metrics to optimize your efforts.

  • Activity Management: Track all customer interactions, prioritize tasks, and integrate seamlessly with calendar and email apps—all within Act!. Notifications and alerts ensure you stay informed and never miss an opportunity.

In summary, Act! provides a comprehensive solution for small and mid-sized businesses, combining customer management, sales pipeline management, marketing automation, and activity management in an easy-to-use platform.


  • CRM Integration with Marketing Automation: Act! integrates CRM data with marketing automation tools, enabling targeted campaigns based on customer insights.

  • Professional Email Creation and Journey Planning: Users can create professional-looking emails and plan email customer journeys effectively.

  • Intuitive Mobile Apps: Act! provides intuitive mobile apps for on-the-go access, allowing users to manage customer relationships anywhere.


  • Premium Features Cost: Advanced features in Act! require opting for premium versions, which might not be budget-friendly for all users.

  • Pricing May be a Barrier: The pricing structure of Act! might deter some users from accessing the full range of features, limiting accessibility.


  • Premium cloud: $30/user/month

  • Premium desktop: $37.50/user/month

Visit site
Go to Act! official website


10. OnePageCRM

OnePage CRM Marketing software capabilitiesImage Source: OnePageCRM

Why we chose it:

OnePageCRM is a user-friendly CRM that helps small and medium-sized sales teams stay on top of their leads and actions. Here’s why we like it:

  • Focus on Next Steps: It prompts users to take the next action with each lead, ensuring nothing is forgotten.

  • Easy Lead Capture: With just one click, you can capture leads from anywhere on the web and add them to your CRM.

  • Centralized Email Hub: Having all sales emails in one place makes managing communication and staying organized easier.

  • Time-Saving Features: It offers tools like pre-saved action sequences and bulk email capabilities to minimize manual tasks.

  • Simple To-Do List Approach: OnePageCRM organizes contacts by priority in a simple to-do list format, ensuring no lead gets overlooked.

  • Beginner-Friendly: It’s straightforward to use, making it a great option for beginners and those who want quick results.

Overall, OnePageCRM is a simple yet powerful tool for managing sales and converting leads into customers.


  • Email CRM Features and Marketing Automation: OnePageCRM offers email CRM features and marketing automation tools suitable for startups and small businesses.

  • Lead Generation and Management: The platform generates leads from clicks and directs them to salespeople for conversion, streamlining the sales process.

  • Mobile Apps Accessibility: OnePageCRM provides mobile apps for convenient access, allowing users to manage contacts and sales on the go.


  • Limitations for Growing Businesses: OnePageCRM might feel limited for fast-growing businesses with complex needs that lack scalability and advanced features.

  • Pricing Variability: Pricing plans in OnePageCRM may vary based on features, making it challenging for users to predict costs accurately.


  • Professional: $9.95/user/month

  • Business: $19.95/user/month

Visit site
Go to OnePage CRM’s official website


Top 10 Benefits of a Marketing CRM

Marketing CRMs offer valuable benefits that help businesses better connect with their customers, such as the following:

1. Understanding Customers Better

A marketing CRM helps you learn about your customers’ preferences. For example, if a customer frequently buys running shoes, you’ll know they’re interested in fitness.

2. Personalized Campaigns

With a CRM, you can send tailored messages to each customer. For instance, if a customer often buys gardening tools, you might email them about new gardening products.

3. Smart Decision Making

By using CRM data, you can decide where to focus your marketing efforts. For example, if you notice a lot of customers clicking on your social media ads, you might invest more in that channel.

4. Easy Integration

Marketing CRMs work well with other tools you use. To be more specific, your CRM can connect seamlessly with your email marketing platform, ensuring all your customer data is in one place.

5. Personalized Interactions

With a CRM, you can address customers by their name in emails. For example, “Hi Sarah, we noticed you haven’t shopped with us in a while. Here’s a special offer just for you!”

6. More Engagement

Personalized emails can lead to more responses. For example, if you send a customer an email with product recommendations based on their past purchases, they may be more likely to click through.

7. Creating Memorable Experiences

Sending a birthday email with a special discount can make customers feel valued. For example, “Happy Birthday, Emma! Here’s 20% off your next purchase as a gift from us.”

8. Increasing Conversions

A personalized recommendation based on a customer’s browsing history can lead to a sale. For example, “Since you liked our yoga mats, you might also like our meditation cushions.”

9. Efficient Operations

Automating email follow-ups after a customer makes a purchase saves time. For example, a thank-you email requesting feedback can be sent automatically after a customer buys a product.

10. Staying Competitive

By using a CRM to understand your customers’ needs better, you can stay ahead of competitors. For example, if you notice a trend in customer inquiries, you can address it before your competitors do.


How to Use CRM Tools to Boost Marketing Performance

Now, let’s explore how using CRM tools can rev up your marketing efforts and help your business reach new heights.

Advanced Segmentation

Instead of sending generic messages to everyone, advanced segmentation divides your customers into smaller, more targeted groups. This allows you to send highly personalized messages that resonate better with each segment.

Automated Campaigns

Automation is a game-changer. You can set up campaigns triggered by specific actions, like a customer’s birthday or a recent purchase. This saves time and ensures your marketing is always timely and relevant.

Integration with Social Media

Many CRM tools integrate with social media platforms like Facebook, Instagram, LinkedIn, etc. This lets you track interactions across different channels and use that data to inform your marketing.

For example, if a customer engages with your brand on social media, you can follow up with targeted offers or content via email.

Gathering Data

CRM tools gather all your customer information from various sources into one place. This includes emails, website visits, and purchases, giving you a complete view of customer behavior.

Spotting Trends

With all your data in one spot, CRM tools analyze it to find patterns. For example, you might discover which products customers buy together or when they make purchases. This helps you tailor your marketing efforts more effectively.

Organizing Information

CRM tools organize your data in an easy-to-understand way. You can sort customers based on different factors like demographics or purchase history. This makes it simple to target specific groups with personalized marketing messages.

Taking Action

The most exciting part is how CRM tools help you use insights to take action. Once you’ve identified patterns and organized your data, you can create targeted marketing campaigns. This means sending the right message to the right people at the right time, increasing your chances of success.

By using these features effectively, you can take your marketing efforts to new heights, driving better results and growing your business.


Real Examples: How Marketing CRM Helps Business

Momentive was dealing with complex marketing systems, including over 200 website forms, inconsistent processes, and poor integration with other tools. This caused delays in responding to leads and created troubleshooting bottlenecks.

After careful evaluation, Elizabeth Archer and her support team chose HubSpot Marketing Hub Enterprise because it’s user-friendly and scalable.

The transition happened in two phases: first, they migrated Momentive’s system, then integrated the acquired companies’ systems. They focused on standardizing processes, consolidating forms, and streamlining lead qualification.

Key features and benefits:

  • Automation: Lead qualification processes went from 20 steps to just 2, ensuring consistency and saving time.

  • Transactional Emails: HubSpot’s email tools made reporting and A/B testing easier, allowing quick adjustments based on user behavior.

  • Integrations: Seamless data exchange with various apps, like ON24, led to significant reductions in lead response times.

  • HubSpot Academy: Training resources and support streamlined the learning curve for the team.

The results:

  • Process Streamlining: Forms and lead qualification processes were cut by 90%, speeding up response times.

  • Efficiency Boost: Faster email turnaround and less manual work led to enhanced productivity.

  • Simplified Administration: Without a dedicated administrator, resources could be reallocated elsewhere.

  • Alignment: All marketing teams now use the same system and processes, promoting collaboration and consistency.

In conclusion, Momentive became more successful with HubSpot Marketing Hub Enterprise. Their operations became smoother and more effective, proving the power of marketing CRM.


Which Marketing CRM is Right for You? Key Takeaways

After looking into the different marketing CRMs, it’s clear they all have their strengths and weaknesses. So, how can you pick the right one for you?

  • Know What You Need: Start by determining what your business needs. Consider your team size, budget, and what you want to achieve with your marketing.

  • Think About Growth: Will the CRM grow with your business? Look for ones that can adapt as you grow and won’t hold you back.

  • Check How They Fit In: Make sure the CRM works with your other tools. It should fit right into your existing setup without causing headaches.

  • Test Them Out: Take advantage of any free trials or demos. Try them out yourself to see how they feel and if they do what you need.

  • Hear from Others: See what others have to say. Read reviews and ask around. Real-life experiences can give you a good sense of what to expect.

  • Get Support: Make sure there’s help when you need it. Good customer support can make all the difference when you’re stuck.

By thinking about these things and taking some steps forward, you’ll be able to find the right CRM for your business.

Whether you’re all about automating tasks, building personal connections, or tracking every detail, there’s a CRM out there that fits just right.


CRM Marketing FAQs

What is a CRM in Marketing?

In marketing, CRM (Customer Relationship Management) means using tools and methods to handle interactions with customers. In other words, it helps businesses keep track of customer information, like their emails, phone calls, and purchases. This helps businesses understand customers better, make them happier, and increase revenue.


What Are the 3 Types of CRM?

CRM systems come in different types, and each one has a unique purpose in managing and interpreting customer data. The three main types of CRM include collaborative CRM, operational CRM, and analytical CRM. 

As you can suppose, collaborative CRM focuses on sharing real-time information across different departments within a company. Operational CRM systems help streamline processes related to customer relationships, such as lead generation or customer retention. Analytical CRM systems analyze customer data to provide valuable insights, enabling organizations to make informed decisions.


Which CRM is Best for Marketing?

Some popular options on the market include HubSpot, Mailchimp, and Intercom, among many others. HubSpot has a comprehensive suite of marketing features starting at $45/month, while Mailchimp is a budget-friendly option because it’s free (additional features cost $9.99/month).

If you’re focused on chatbots and messaging, consider Intercom. It offers advanced capabilities starting at $79/month. Zoho is also a popular choice for small businesses. 

All in all, each CRM has strengths and weaknesses, so we suggest choosing based on your needs and testing a few before making a final decision.


What is CMR in Marketing?

CMR, or Customer-Managed Relationships, is all about giving customers the reins. Businesses do this by using methods like software and internet capability, letting customers control their information and interactions. CMR centers on three key aspects: ensuring customers own their data, can access it easily, and that the company always prioritizes their needs.

It’s about making customers happier by letting them steer how they want to do business. This approach recognizes the importance of giving customers more control in today’s digital landscape.