Email Marketing + Sales CRM
Email Marketing and CRM Services That Turn Contacts into Customers
Enhance Your Customer Engagement
Your contact list is one of the few marketing assets you fully own: no algorithm decides which subscribers see your message. Our email marketing and CRM services help you put it to work, combining targeted campaigns and automated sequences with a sales CRM that follows every lead from first enquiry to closed sale.
This service covers outbound marketing and sales follow-through: newsletters, promotions, nurture sequences and a pipeline view of your deals. It suits service businesses with a long decision cycle, coaches and consultants nurturing a list, and retailers chasing repeat purchases. Keeping up with the daily stream of incoming customer emails is a separate task, which Inbox Pro's single-dashboard email takes care of.
Targeted Email Campaigns
We segment your contacts by what you know about them, such as past purchases, service area, interests or stage in the buying process, and write campaigns for each group instead of one blast for everyone. A/B testing of subject lines, content and send times shows what your audience actually responds to.
A hypothetical heating and cooling company, for example, could send maintenance-plan reminders to past customers in early fall, a financing offer to people who requested a quote but did not book, and nothing at all to contacts who had a new system installed last week.
Sales CRM Integration
The CRM keeps each contact's history on one record: emails opened, links clicked, forms submitted and deals in progress. Your sales pipeline shows every lead's stage, from new enquiry to quote sent to won or lost, so you always know who to call next.
Because campaigns and pipeline share the same data, marketing and sales stop working from separate spreadsheets. A hypothetical business coach can see that a prospect opened three emails about a group program and clicked the pricing link, which is exactly the moment for a personal call.
Automation and Workflow Management
Automation takes care of the repetitive steps: a welcome series for new subscribers, a drip campaign that educates leads over several weeks, a reminder when a quote goes unanswered, and tasks that tell you when to step in personally.
We map these workflows around how your customers really buy, then build and test them before they go live. A sequence can end by inviting the reader to pick a time through our online meeting scheduler, turning an interested subscriber into a booked conversation.
Detailed Analytics and Reporting
We track open rates, click-through rates, conversions and sales activity, and connect them so you can see which campaigns lead to revenue rather than just opens. Results are included in your weekly reports.
The numbers drive changes. If a monthly newsletter is opened but rarely clicked, we might test a shorter format with one clear offer; if one step in a sequence causes a wave of unsubscribes, we rewrite or remove it. Articles from your company blog content can also give newsletters useful material that keeps subscribers reading.
How it works
How Our Email Marketing and CRM Engagement Works
We lay the foundation first, then build the campaigns that run on it.
Audit your list and sales process
We review where your contacts come from, how leads move today and what your pipeline stages should be.
Set up the CRM
Contacts are imported and tidied, segments are created and pipeline stages are configured to match how you sell.
Build campaigns and automations
We write and design your first campaigns, a welcome series and follow-up workflows, drawing on your brand story and offers.
Test, report and refine
A/B tests and performance tracking show what works, and we adjust content, timing and segments week by week.
FAQ
Email Marketing + Sales CRM: Frequently Asked Questions
Can't find your answer? Call 718-866-4624 or book a free consultation and we will walk you through it.
What is the difference between Email Marketing + Sales CRM and Inbox Pro?
Email Marketing + Sales CRM is outbound: campaigns and sequences you send to a list, plus a pipeline for tracking deals. Inbox Pro is inbound: it organizes the customer emails you receive into one place, with auto-replies and response-time analytics. They solve different problems and work well together.
Can you import my existing contact list?
Yes. We import and organize your existing contacts into the CRM. We will ask how they were collected, because emailing people who never agreed to hear from you hurts deliverability and can conflict with anti-spam rules such as CAN-SPAM. Contacts without clear permission can be handled separately.
How often should a small business send marketing emails?
Often enough that subscribers remember you, and never so often that the emails stop being useful. Many small businesses settle on a regular newsletter plus automated messages triggered by actions such as a new sign-up or an unanswered quote. We propose a schedule based on your list and offers, then adjust it using open, click and unsubscribe data.
Which plan includes email marketing?
Every plan does. START ($650 per month) includes Email Marketing with Campaigns Pro and a 14-day free trial, GROW ($1,350 per month) includes Email Marketing, and ACCELERATE ($2,500 per month) includes Email Marketing Pinnacle, our AI email platform. We can help you choose during a free consultation.
Who writes the marketing emails?
We do. Persuasive copywriting is part of how we support clients, and we write campaigns and sequences from what we learn about your brand story, values and customers during onboarding. You can be as involved as you like, from reviewing every draft to simply sharing upcoming offers.
Explore Our Services
Every service below plugs into the same client dashboard and weekly reporting, so you can start with one and add others as you grow.
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Contact Us
Have a contact list that has gone quiet, or leads you lose track of after the first call? Contact us to plan the campaigns and pipeline that keep them moving.
Free consultation
Ready to see what your marketing could return?
Book a free consultation. We review your website, listings and ads, then show you where the quickest wins are. No obligation, and no long sales pitch.