CRM and email marketing are two records that belong together: the contact with its status and its deals, and the campaign with its list and its results. Kept apart, the question of which campaign produced the deal is a Friday afternoon; kept together it is a lookup. The email KPI sheet works the campaign's rates from its counts, and the paid plan on this site keeps the contact and the campaign against each other and exports both.
The contact record and the campaign record, together
Two records that belong on one screen: the contact with its deals and the campaign with its results. The free KPI sheet works the campaign's rates; the paid plan keeps both records together. This page supports the guide on what a CRM with email marketing must carry, and the figure it turns on is the one the email KPI sheet returns first. Bring your own counts: the rates on this site are never a benchmark, and the worked example's figures are arithmetic to replace with the business's own.
What the email KPI sheet works
Delivered over sent, opens and clicks over delivered, clicks over opens, conversions over clicks and revenue over sent and over clicks: six rates from six counts. On the worked example, 20,000 sent, 19,400 delivered, 6,790 opened, 582 clicked, 12 converted and $700 attributed is 97%, 35%, 3%, 8.57%, 2.06% and four cents an email. For crm and email marketing, that is the figure to start from, and it takes a minute from the business's own numbers with no account.
Keeping the record
The sheets compute; the paid plan keeps. For crm and email marketing, the record that matters is contacts with their consent, lists and segments, campaigns with their results and journey steps with their timing, and once it is one record rather than a platform export and a spreadsheet, the sheet's inputs are a lookup. Funnelvo Pro keeps it at one flat price, brands the paperwork and exports the lot; nothing on this site is an agency's service.
Questions people ask about crm and email marketing
What is crm and email marketing?
Two records that belong on one screen: the contact with its deals and the campaign with its results. The free KPI sheet works the campaign's rates; the paid plan keeps both records together.
Which free sheet works the figure behind crm and email marketing?
The email KPI sheet: 20,000 sent, 19,400 delivered, 6,790 opened, 582 clicked, 12 converted and $700 attributed is 97%, 35%, 3%, 8.57%, 2.06% and four cents an email. Every input is yours and it computes on the page with no account.
Is Funnelvo an agency?
No. It is software: free sheets that work the figures and a paid plan that keeps the record. It sells no lists, runs no ads and sends nothing on anyone's behalf.