CRM for Emails

Sales emails that convert consistently

Create, configure, and send pre-packaged email templates - in a single click - to close deals quicker, faster, and more efficiently.

CRM For Emails - Sending & Templates

Create email templates to cut down on response times

Use our rich-text editor to personalize your emails

Save time by sending emails from within Capsule

Rapid campaigns

Draft once. Send as many times as you need.

Sending the same engagement, follow-up, and onboarding emails repeatedly? Write your email just once and save it as a template. Plus, quickly personalize emails using a range of merge fields such as first name, last name, and organization. When ready, easily send the email from Capsule via Outlook or Gmail.

Share the success

Store your most effective email templates in Capsule so that your whole team can have them at their fingertips, helping to drive better performance time after time.

Your pipeline...but quicker

Anticipate what email templates you'll need to take a sales opportunity from lead to sale and get there quicker by cutting down on response times.

Stay in one place

Need to send a quick email to a customer? You can do that from within Capsule. No need to switch to your email client. Stay focussed on Capsule and get more done.

On-brand messaging

Send the right message, every time.

Format your email templates with our rich-text editor to ensure that your team sends emails consistent with your company's brand and tone of voice, giving prospects and customers a consistent experience.

Capsule Outlook Integration

CRM for emails via Outlook

Capsule integrates with Outlook, so you can easily add contacts, store, and track email conversations, and create tasks, and opportunities without leaving your inbox. Specifically, the Capsule add-in for Outlook is a powerful tool that streamlines your workflow and makes managing critical communications easier.

This powerful integration also provides effortless email conversation tracking. Once you start tracking an email conversation using the Outlook add-on, it'll track future messaging in that conversation, eliminating logging in repeatedly and saving you time and effort.

Learn more about Capsule Add-on for Outlook

Capsule Gmail Integration

CRM for emails via Gmail

Our Gmail integration seamlessly integrates Capsule with the popular email client, making it easy to add contacts and store emails in Capsule without ever leaving your inbox. In addition, you can create tasks and sales opportunities directly from Gmail.

The Capsule add-on also enables you to track email conversations effortlessly. Once you start tracking, it will continue monitoring all future messages in that conversation, eliminating the need to store each individual back-and-forth message separately. This feature saves you time and helps keep all your essential communication stored in Capsule, making it easier to find and access when needed.

Learn more about Capsule Add-on for Gmail

Types of emails you can automate with Capsule CRM

Welcome emails

Welcome emails are an essential aspect of any email marketing campaign. They serve as the first touchpoint with new customers and subscribers, making it crucial to craft an impactful message that sets the tone for the entire customer journey. Welcome emails introduce customers to your brand, build trust, and provide engagement, making them an excellent approach for nurturing prospects and leads.

Welcome emails generate significant ROI, and an open rate that's three times higher than other promotional emails. This demonstrates that new subscribers are more likely to engage with your brand when you send them a welcome message. In addition, intro emails are an excellent opportunity to educate your prospects and weed out uninterested parties through the unsubscribe link.

Campaigns or lead nurturing emails

Automated email campaigns allow you to create a well-structured and personalized communication strategy for your leads that you can use for the long term. This means you can send targeted messages to your leads at the right time, based on their behavior and interests, ultimately increasing your chances of converting them into customers.

Re-engagement emails

Re-engagement emails should be sent to subscribers who have become inactive and stopped engaging with your email content. While some inactive subscribers may seem like a lost cause, it's prudent to try and re-engage them and encourage them to return to your brand. To create an effective re-engagement campaign, businesses should set up a start trigger activated once a subscriber has been inactive for a predetermined time.

Event emails

Automated event announcement emails help businesses promote their upcoming events to subscribers. Once a subscriber opted-in to notifications about upcoming events, it sets a trigger for later. When the business announces an event, the automated email automatically sends it to those on the segmented list. This saves the marketing team time and effort and ensures subscribers interested in the event receive the information they need.

Survey or feedback emails

Survey or feedback emails can help gather valuable insights from customers. These emails can be triggered by events such as a purchase or event or webinar attendance. One of the biggest benefits of survey or feedback emails is they give customers a voice and make them feel heard. When customers feel like their opinions matter, they're more likely to remain loyal to a brand and become repeat customers.

Customer retention emails

Maintaining communication with your customers is crucial even after the initial sale. To achieve this, businesses can set up automated emails to keep customers in the loop with subsequent offers and new products and services. This helps maintain customer engagement and loyalty, increasing revenue and profits.

Advantages of CRM email marketing

CRM email marketing offers a number of advantages for businesses looking to improve their customer engagement and sales. One, of course, is automation. But given the features of a CRM, using it for your email marketing efforts is much more than sending automated emails and saving time. Here are some of the advantages of CRM for email marketing:

Automation with better results

With a CRM, you can automate email campaigns based on triggers such as a customer's behavior, purchase history, or activity level. Automation helps save valuable time and resources while ensuring customers receive personalized and timely messages.

Capsule helps to segment your audience based on specific criteria, so you can send more relevant emails. This can result in higher open and click-through rates, improved customer loyalty, and increased revenue for your business.

Use data analytics to personalize campaigns

Using a CRM with a marketing app helps you to track the success of your campaigns with real-time metrics and analytics. You'll get reports and analytics that can help you understand your audience better. This, in turn, allows you to create more targeted and personalized emails that resonate with your potential customers. Personalized emails can significantly increase the chances of your emails being opened and clicked through.

Integrate with key parts of your tech stack

Integrating Capsule with web forms like Wufoo Forms, Transpond, and Gravity Forms will allow you to get more customer feedback, answers, or inquiries, which you can use to improve your email marketing content.

Create consistent and appealing emails

Using Capule with Transpond can help you to create appealing email templates consistent with your brand. You can access pre-designed email templates from our integrations that you can customize to match your brand.

Strengthen new and existing customer relationships

You can store your customer data in a CRM system and quickly identify your biggest spenders and frequent buyers, then reach out to them with special offers and exclusive discounts to generate additional sales while boosting customer trust and loyalty.

Free CRM for email marketing

If you're still exploring the various possibilities offered by a CRM for enhancing your email marketing efforts, then Capsule is the ideal platform for you. Our free version is available for freelancers and professionals with up to 250 contacts on storage. Capsule provides access to all the fundamental features of a powerful CRM for email marketing, allowing you to enhance your customer management process, automate administrative tasks, and begin adopting new technologies.

We also offer a 14-day free trial for all our paid plans. During this complimentary period, you can use both the website version and mobile app. If you decide to proceed with a plan, you can choose from our three paid plans: enterprise, teams, and professional.

Ready to start creating email templates?