How does it do it?<\/strong><\/p>\n\n By centralizing all information regarding the following in a single place:<\/p>\n\n This way, all client information, their history, and progress in the sales cycle are in one single place.<\/p>\n\n In short, a sales CRM acts as an intelligent database. <\/strong><\/p>\n\n This way, your sales team can see the status of every opportunity at a glance. <\/p>\n\n Plus, they will know exactly what actions to take next. <\/p>\n\n Because the team can see which stage of the sales funnel each potential client is in. <\/p>\n\n Of course, it is also possible to schedule follow-up reminders, send quotes, or log meeting notes. <\/strong><\/p>\n\n When you use a good CRM, the sales process will become more effective.<\/p>\n\n\n\n We can derive the importance of a CRM directly from its benefits.<\/p>\n\n All customer data is unified in one place, accessible to everyone.<\/p>\n\n This allows all departments (sales, marketing, and customer service) to work together with updated information.<\/p>\n\n Since all information is available, it is easy to track every sales opportunity.<\/p>\n\n Schedule tasks and reminders to follow up with the client.<\/p>\n\n This way, you avoid losing opportunities due to a lack of follow-up.<\/p>\n\n Many repetitive tasks (like sending welcome emails, assigning leads, or logging activities) can be automated with a CRM. <\/p>\n\n As a result, your sales team can focus on selling, rather than on bureaucratic tasks that can be automated.<\/p>\n\n The CRM provides reporting and analysis tools.<\/p>\n\n You will be able to see which clients are in each phase of the funnel, the conversion rate, sales volume, etc.<\/p>\n\n The interesting thing about all this is that you can see if there are bottlenecks in your sales funnel<\/a>, and thus eliminate them or optimize the process as much as possible.<\/p>\n\n When you have the history of interactions and preferences for each client, you can adapt your communication and offers to their needs. <\/p>\n\n You can see which products they are most interested in.<\/p>\n\n What they bought last, when, and what messages they have received.<\/p>\n\n Now let’s look at the key features a good CRM should include.<\/p>\n\n Of course, you will have to consider the ones that are most important for your business.<\/p>\n\n You might only need some of them, so it wouldn’t make sense to pay for them all.<\/p>\n\n If the CRM is too complex or difficult to use, it is very likely that the sales team won’t use it effectively.<\/p>\n\n That is why it is important to look for a system that is easy to use.<\/p>\n\n Even if the tool offers training, which is good, having a CRM that is inherently easy to use is a very attractive feature.<\/p>\n\n Every business has its own unique sales process.<\/p>\n\n Therefore, you should look for software that allows you to customize the sales funnel stages and customer information fields, for example:<\/p>\n\n And that allows you to create automations or filters based on different criteria.<\/p>\n\n It is necessary that certain tasks can be automated, such as:<\/p>\n\n Automating these actions is important because this way sales opportunities are not lost.<\/p>\n\n Nothing is overlooked.<\/strong><\/p>\n\n So the sales team can focus on selling instead of other management actions.<\/p>\n\n Of course, you need the sales CRM to offer reports on a dashboard of key performance indicators (KPIs<\/a>).<\/p>\n\n Otherwise, how could you make decisions?<\/p>\n\n You need to be able to see the sales funnel, how many leads there are in total, how many in each phase, conversion statistics, etc.<\/p>\n\n That is how you will be able to optimize your sales process.<\/p>\n\n Ideally, the CRM can integrate with other tools you have.<\/p>\n\n For example, through an API.<\/strong><\/p>\n\n Or through an integration service like Make.com<\/a>.<\/p>\n\n What could you do if you use this integration?<\/strong><\/p>\n\n For instance, you could synchronize CRM contacts with an emailing tool like Mailrelay to nurture leads via newsletters <\/a> and automated emails. <\/p>\n\n Of course, at some point, you will need help and support.<\/p>\n\n Always look for tools and software that offer support that can help you.<\/p>\n\n We have seen that there are many things to keep in mind when choosing a CRM that is truly useful for what your company needs.<\/p>\n\n It can be a bit complex.<\/p>\n\n That is why we are now going to look at the basic steps you could take to choose one.<\/p>\n\n We hope this helps you make the best decision.<\/p>\n\n It seems simple, but you have to be careful.<\/p>\n\n Before comparing CRM providers, detail what you really need. <\/p>\n\n For instance<\/p>\n\n Why do you have to be careful on this point?<\/strong><\/p>\n\n Because you have to focus on the features you really need.<\/p>\n\n Without looking for a solution that has many extra functions you don’t actually need.<\/p>\n\n But at the same time, it is advisable to consider some features that, although you don’t need right now, you will foreseeably need in the near future.<\/p>\n\n Finding the balance is not easy.<\/p>\n\n And yet it is essential so that you don’t overspend, or end up without features you need.<\/p>\n\n To better focus on the previous point, think about which features are critical to have, and which are simply add-ons you would like to include.<\/p>\n\n The CRM you choose must have the essentials for your business.<\/p>\n\n The rest will just be spending money.<\/p>\n\n Sometimes, a simpler solution that covers your needs 100%, without excesses, will be the best choice.<\/p>\n\n Almost all sales CRMs offer free demos or trial periods. <\/p>\n\n Take advantage of these trial options to evaluate the software in a real-world setting, and see if it fits your needs and those of your team.<\/p>\n\n The list of stated features is not enough; if you can, try it out.<\/strong><\/p>\n\n CRM prices vary quite a bit. <\/p>\n\n Some charge per user per month, others by number of contacts or for extra features. <\/p>\n\n Calculate how much you could invest in the CRM and the potential benefit you could obtain.<\/p>\n\n In other words, don’t look only at the price, but at the benefit you will get from using the tool.<\/p>\n\n For clients to advance in the sales funnel, more or less constant communication is necessary.<\/p>\n\n That is where email marketing plays a fundamental role. <\/strong><\/p>\n\n The union between a sales CRM and an email marketing tool <\/a> can drive this progress.<\/p>\n\n At Mailrelay, we offer the largest free account on the market.<\/strong><\/p>\n\n It allows you to send up to 80,000 emails per month to up to 20,000 contacts for free. <\/p>\n\n This is much more than what most competitors offer.<\/p>\n\n Including dedicated technical support in all its plans, even the free account. <\/p>\n\n Remember that in other tools, support is usually reserved for advanced plans. <\/p>\n\n Mailrelay also incorporates advanced features that usually require paid plans on other platforms. <\/p>\n\n For example, it allows you to create automation flows (welcome sequences, drip emails, autoresponders) to nurture leads automatically based on different behaviors or segments. <\/strong> <\/p>\n\n It also includes A\/B testing to optimize the content of your mailings. <\/p>\n\n You can use custom fields to segment your audience. <\/p>\n\n This way you can personalize each message according to your subscribers’ data.<\/p>\n\n With click maps and heat maps that allow you to see which links in your emails generate the most interest.<\/p>\n\n These statistics will help you improve your campaigns to get the best possible results.<\/p>\n\n Below we will tell you about three of the most popular CRMs and what integration possibilities they have with Mailrelay.<\/p>\n\n SumaCRM is a simple CRM geared towards small businesses. <\/p>\n\n It is designed to facilitate contact management, sales, and communications. <\/p>\n\n It allows you to import contacts from Excel, Gmail, or Outlook and centralize all customer data in one place.<\/p>\n\n The tool synchronizes the entire team’s emails to archive them automatically in each client file, and offers comprehensive sales opportunity management with a simplified pipeline. <\/p>\n\n Users can create opportunities (deals) and follow them up in stages (open, won, lost), maintaining complete control over the commercial process with the help of dashboards and real-time reports.<\/p>\n\n Integration with Mailrelay: <\/strong><\/p>\n\n SumaCRM doesn’t have a specific plugin, but it offers direct integration via SMTP to use Mailrelay <\/a> for sending mass emails. <\/p>\n\n In practice, this is achieved by configuring the Mailrelay SMTP within SumaCRM, so that emailing campaigns created using the CRM are sent through Mailrelay<\/strong>.<\/p>\n\n Pipedrive es un CRM de ventas muy popular, enfocado en ayudar a los equipos comerciales a gestionar su embudo de ventas<\/a> de forma visual y efectiva. <\/p>\n\n Pipedrive is a very popular sales CRM, focused on helping sales teams manage their sales funnel visually and effectively.<\/p>\n\n The platform offers tracking of all sales activities: users receive notifications and task reminders so that no opportunity is lost.<\/p>\n\n Integration with Mailrelay: <\/strong><\/p>\n\n Pipedrive doesn’t offer a specific native integration with Mailrelay, but it is compatible via automation platforms like Make.com<\/a>. <\/p>\n\n Leveraging these integration tools (iPaaS<\/strong>), it is possible to synchronize data between Pipedrive and Mailrelay to automate workflows<\/a>. <\/p>\n\n For example, you can configure it so that when a new contact or potential client is created in Pipedrive, a new subscriber is automatically registered in a Mailrelay list<\/strong>.<\/p>\n\n In practice, this integration via Make ensures that the CRM contact base is synchronized with Mailrelay (for example, keeping subscriber lists updated) and that email marketing actions <\/strong> are coordinated with the stages of the sales process in Pipedrive, all without manual intervention.<\/p>\n\n HubSpot CRM is a complete and modular CRM platform (part of the HubSpot suite) designed to centralize and automate both sales and marketing for companies. <\/p>\n\n It was created to remove friction in the commercial process and offer a fluid experience to sales teams.<\/p>\n\n It includes a fully customizable visual sales pipeline, contact and company management, and powerful productivity tools supported by AI. <\/p>\n\n Integration with MailRelay<\/strong> <\/p>\n\n In the case of HubSpot, there is no official direct integration with Mailrelay within its predefined apps, but it is totally viable to connect both platforms via Make.com<\/a>. <\/p>\n\n\n
Why does your business need a sales CRM?<\/h2>\n\n
\u00b7 Centralized information: <\/h3>\n\n
\u00b7 Opportunity tracking: <\/h3>\n\n
\u00b7 Automation of routine tasks: <\/h3>\n\n
\u00b7 Better understanding of the sales process: <\/h3>\n\n
\u00b7 Personalization of the customer relationship: <\/h3>\n\n
![\"Key](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/11\/newsletter-editor.jpg\")
<\/figure>\n\nKey features of a good sales CRM<\/h2>\n\n
\u00b7 Ease of use and adoption<\/h3>\n\n
\u00b7 Adaptability to your sales process<\/h3>\n\n
\n
\u00b7 Automation of repetitive tasks<\/h3>\n\n
\n
\u00b7 Real-time analysis and reporting<\/h3>\n\n
\u00b7 Integrations with other tools<\/h3>\n\n
\u00b7 Technical support<\/h3>\n\n
![\"How](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/11\/writing-and-sales-persuasion.jpg\")
<\/figure>\n\nHow to choose the best sales CRM for your company?<\/h2>\n\n
\u00b7 Define your needs and goals<\/h3>\n\n
\n
\u00b7 Prioritize key features<\/h3>\n\n
\u00b7 Test the tool with your team<\/h3>\n\n
\u00b7 Evaluate cost and scalability<\/h3>\n\n
![\"Sales](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/11\/generic-email-writing.jpg\")
<\/figure>\n\nSales CRM + Email marketing: the winning combination<\/h2>\n\n
\u00b7 Another strong point of Mailrelay is the real-time statistics system<\/h3>\n\n
![\"Most](\"https:\/\/mailrelay.com\/wp-content\/uploads\/2025\/11\/sales-2.jpg\")
<\/figure>\n\nMost popular sales CRMs and their integration with Mailrelay<\/h2>\n\n
\u00b7 SumaCRM<\/h3>\n\n
\u00b7 Pipedrive<\/h3>\n\n
\u00b7 HubSpot CRM<\/h3>\n\n