For most marketers, email is the most important way to communicate with potential customers.
So you’re not wrong to expect a tight integration between your email and your CRM.
However, with all the different CRM possibilities out there, it can be difficult to figure out what to expect from such an integration between email and CRM, so first, I’ll address that for you and give you a list of useful features to look out for.
Below, I’ll use this same feature list, as well as review scores from two leading sites, to compare 7 different top CRMs that integrate tightly with your email inbox.
Before we begin: Are your needs more specific?
In case your needs are more specific, I have put together separate general classifications for:
CRMs that integrate well with Gmail
CRMs that integrate well with Google Workspace
CRMs that integrate well with Outlook and Microsoft Office 365 .
However, if you don’t have a Google or Microsoft inbox, read on below!
Also, if you use LinkedIn a lot , be sure to check out my dedicated LinkedIn-CRM Integrations breakdown .
Key features of a CRM integrated with email
Here are the top 10 features you can expect from a CRM that is well integrated with your email inbox:
Update and use your CRM from your email inbox
Live sync your emails and calendar facebook database meetings with the CRM
Automatically create contacts for people you email or meet with
Automatically enrich your contact database by synchronizing your contacts’ email signatures
Send automated, personalized email sequences from your inbox.
Use email templates (shared or private) when sending emails through the CRM.
See who your colleagues know and how well, with “relationship strength scores” based on your email traffic.
Track whether people open your emails and click on links in your emails sent from Gmail or Outlook.
Check whether people who clicked on email links also visited your website, which pages, and for how long.
Remember the emails you haven’t answered or the cmo email list conversations with clients that have been silenced.
There are a lot of useful things to do to better track your leads and increase your productivity! Below I detail which of these features come with each CRM.
Ranking CRMs with Email Integration: Methodology
If you’re looking for a CRM that integrates well with your email inbox, the above feature set can greatly increase your productivity.
To compile this ranking, I reviewed a list of around 600 potential CRMs to make a shortlist. I then tested each of the 7 selected email CRMs first-hand and investigated which of them offer which features, which I detail below.
However, it’s important to keep the bigger buying guide has 100 points telegram data picture in mind when comparing CRMs, as you also need to make sure that your team will actually use that CRM. Getting a CRM that no one uses is pretty much useless.
For this reason, I’ve included the current score for each CRM on G2 to give you a better idea of how each CRM performs. It breaks down as follows:
Next, I took the average of the email integration feature score, the average G2 review score, and the Google Play score of the mobile app, to calculate… the final score!
Ranking the 7 Best CRMs with Email Integration
Don’t want to read the whole comparison?
