CRM with email marketing
- Revenue per email sent
- $0.04
- Delivery rate, percent
- 97
- Open rate, percent of delivered
- 35
Every figure on this page is computed from the inputs entered, by the method stated below it. Funnelvo publishes no benchmark open rate, click rate, unsubscribe rate or budget share: the rates and the targets are yours, and the defaults are a worked example to replace with your own figures.
A CRM with email marketing is what a small business searches for when the contact record and the campaign record have been two products for long enough that nobody trusts either. A CRM with email built in keeps the contact's status, the deals and the sends on one record, and reports the campaign by the figures a sender reads: delivery, opens, clicks, conversions and revenue per email. This guide walks what a CRM with email marketing must carry, why the KPIs belong on the campaign record, and how the free email KPI sheet on this site works a send's rates from the business's own counts, with no account.
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The contact, the deal and the send on one record
A CRM keeps the contact with its status and its deals; an email tool keeps the send with its result. Together on one record, the question of which campaign the deal came from is a lookup. Ask for one contact screen with the deals and the sends on it; the paid plan on this site keeps that record.
The KPIs, from the counts
Delivered over sent, opens over delivered, clicks over delivered, clicks over opens, conversions over clicks and revenue over sent: six rates from six counts. The KPI sheet works them, and revenue per email is the one to compare across months. A CRM that shows opens and calls it engagement has shown one of six.
The campaign, filed against the contacts
A campaign record carries the list it went to, the counts that came back and the rates worked from them, and each contact carries the campaigns it received. The paid plan on this site keeps both directions and exports them to the sender or the accountant.
CRM with email marketing: common questions
What must a CRM with email marketing carry?
The contact with its status, deals and sends, and the campaign with its list, counts and rates, on one record. The free email KPI sheet works the rates; the paid plan keeps the record.
Which email marketing KPIs matter?
Delivery rate, open rate, click rate, click-to-open rate, conversion rate and revenue per email, worked from the send's own counts. The free KPI sheet works all six from six figures with no account.
Is Funnelvo a CRM?
It keeps contacts with their status, campaigns with their results and journeys with their steps, at one flat price; it does not run a sales pipeline for a team or send at volume. The sheets say what any CRM with email must compute.
Will it do what you need for CRM with email marketing?
Tell us what your list needs and we will tell you straight whether Funnelvo Pro does it today, whether it is coming, or whether you need an agency or an enterprise platform instead. A person reads these and replies.