{"id":89654,"date":"2026-05-26T17:31:01","date_gmt":"2026-05-26T17:31:01","guid":{"rendered":"https:\/\/mailrelay.com\/blog\/2026\/05\/26\/do-you-really-need-a-crm-mailrelay-could-be-it\/"},"modified":"2026-05-26T17:31:05","modified_gmt":"2026-05-26T17:31:05","slug":"do-you-really-need-a-crm-mailrelay-could-be-it","status":"publish","type":"post","link":"https:\/\/mailrelay.com\/en\/blog\/2026\/05\/26\/do-you-really-need-a-crm-mailrelay-could-be-it\/","title":{"rendered":"Do you really need a CRM? Mailrelay could be it"},"content":{"rendered":"\n<p><strong>Is it mandatory to have a CRM for your business?<\/strong> When is it worth it and when can it be a useless expense?<\/p>\n\n<p>Like any tool for your business, it all depends on how much you get out of it. <\/p>\n\n<p><strong>If it offers utility, it makes sense; if it only represents an expense, it does not.<\/strong><\/p>\n\n<p>The question then would be:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Does your system need a complex sales funnel with customer status management? Or would email sales communication be enough?<\/strong><\/li>\n<\/ul>\n\n<p>If you mainly need to build a relationship with contacts, nurture leads, and sell via email, Mailrelay would be more than enough for you.<\/p>\n\n<p><strong>Without unnecessary complexity, just what you need.<\/strong><\/p>\n\n<p>Why an email marketing tool?<\/p>\n\n<p>Remember that emails will sell. Email marketing remains one of the marketing tools with the best <a href=\"https:\/\/mailrelay.com\/en\/glossary\/roi-return-on-investment\/\" target=\"_blank\" rel=\"noreferrer noopener\">ROI<\/a>.<\/p>\n\n<p>If an email marketing tool, like Mailrelay, allows you to manage your contacts and convert them into customers, you might not need anything else.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM vs Email marketing software<\/h2>\n\n<p><strong><a href=\"https:\/\/mailrelay.com\/es\/glosario\/crm-customer-relationship-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">CRM <\/a> (Customer Relationship Management) is the tool or software that allows you to manage customer relationship processes, but also the strategy itself.<\/strong><\/p>\n\n<p><strong>It is a system that helps manage interactions with current and potential customers. <\/strong><\/p>\n\n<p>The objective is twofold.<\/p>\n\n<p>To convert potential customers into customers.<\/p>\n\n<p>And to maintain contact with current customers so they buy again.<\/p>\n\n<p>Although in reality, a CRM covers more diverse functions:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Sales<\/li>\n\n\n\n<li>Marketing<\/li>\n\n\n\n<li>Customer service <\/li>\n\n\n\n<li>And digital commerce<\/li>\n<\/ul>\n\n<p>The ultimate goal, of course, is to sell.<\/p>\n\n<h3 class=\"wp-block-heading\">And email marketing?<\/h3>\n\n<p>Email marketing is also used to store contacts and maintain communication with them.<\/p>\n\n<p><strong>In those aspects, an email marketing tool is similar to a CRM.<\/strong><\/p>\n\n<p>We can look at it more or less like this:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>A CRM organizes sales opportunities, tasks, and commercial follow-up. <\/strong><\/li>\n\n\n\n<li>An <strong>email marketing tool <\/strong> organizes contacts, segmentation, automation, and creates reports, to improve email campaigns.<\/li>\n<\/ul>\n\n<p>Perhaps the most important difference is commercial follow-up.<\/p>\n\n<p><strong>An email marketing tool usually doesn&#8217;t place as much emphasis on this part.<\/strong><\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"340\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/generic-online-marketing-1.jpg\" alt=\"Obvious signs that you will need a powerful sales CRM\" class=\"wp-image-88339\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/generic-online-marketing-1.jpg 830w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/generic-online-marketing-1-300x123.jpg 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/generic-online-marketing-1-768x315.jpg 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/generic-online-marketing-1-110x45.jpg 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/generic-online-marketing-1-60x25.jpg 60w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">Signs that make it obvious you need a powerful sales CRM<\/h2>\n\n<p>There are situations where a CRM is essential.<\/p>\n\n<p>Because otherwise, you would lose some traceability of contacts and some control over their evolution in the sales funnel.<\/p>\n\n<p><strong>What are these signs?<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Multiple people manage leads at the same time and there are frequent reassignments.<\/li>\n\n\n\n<li>A lead will go through different phases that require different specific treatments<\/li>\n\n\n\n<li>You need to be able to schedule tasks like calls, meetings, and reminders for each contact<\/li>\n\n\n\n<li>You need to measure performance by salesperson, channel, or stage<\/li>\n<\/ul>\n\n<p>If all this is part of your business&#8217;s regular operations, you probably need a complete CRM software, as they usually offer features to manage these processes.<\/p>\n\n<p><strong>But, and this is important.<\/strong><\/p>\n\n<p>A CRM needs communication to happen; if leads don&#8217;t receive messages, they won&#8217;t advance in the funnel.<\/p>\n\n<p><strong>That is why, even with a sales system, email marketing is still necessary. <\/strong><\/p>\n\n<p>The CRM would allow you to extract the specific segment of contacts that are in a certain phase of the funnel, and the email marketing tool to send a campaign to those contacts.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"340\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-settings-checkbox.jpg\" alt=\"When would an email marketing tool be enough for you?\" class=\"wp-image-88388\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-settings-checkbox.jpg 830w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-settings-checkbox-300x123.jpg 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-settings-checkbox-768x315.jpg 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-settings-checkbox-110x45.jpg 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-settings-checkbox-60x25.jpg 60w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">When would an email marketing tool be enough for you?<\/h2>\n\n<p>As we have seen, a CRM would be useful in very specific needs.<\/p>\n\n<p>If what you need most is the communication part, an email marketing tool could be more than enough in many cases:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>The type of list, mainly focused on contacts, subscribers, and customers. That is, there are no blurrier separations, like a highly interested potential customer.<\/li>\n\n\n\n<li>Your sales process doesn&#8217;t depend on a large sales team. But on content and recurrently contacting potential customers.<\/li>\n\n\n\n<li><strong>Fairly linear actions <\/strong> (no tracking of contacts moving back and forth in the funnel): <a href=\"https:\/\/mailrelay.com\/en\/glossary\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">newsletters<\/a>, launches, funnels, nurturing, and reactivation.<\/li>\n<\/ul>\n\n<p>In other words, you mainly need to manage contacts and send them relevant messages.<\/p>\n\n<p>There is no complex process where potential customers move forward and backward.<\/p>\n\n<p><strong>An email marketing tool is normally all you need if:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>What you need is to sell using email marketing<\/li>\n\n\n\n<li>It&#8217;s enough to know what emails a contact has received and what they&#8217;ve done with them (open, click)<\/li>\n\n\n\n<li>It is enough to create simple automations <\/li>\n\n\n\n<li>You don&#8217;t need multiple salespeople to manage the evolution of the same contact<\/li>\n\n\n\n<li>If knowing <a href=\"https:\/\/mailrelay.com\/en\/glossary\/open-rate\/\" target=\"_blank\" rel=\"noreferrer noopener\">open rates <\/a> and <a href=\"https:\/\/mailrelay.com\/en\/glossary\/ctr-click-through-rate\/\" target=\"_blank\" rel=\"noreferrer noopener\">CTR <\/a> is enough for you<\/li>\n<\/ul>\n\n<p>In these cases, an email tool will serve you perfectly.<\/p>\n\n<p><strong>That doesn&#8217;t mean you can&#8217;t combine both tools, a CRM and an email marketing service.<\/strong><\/p>\n\n<p>In fact, in many cases, using both will be the best solution.<\/p>\n\n<p>Email marketing usually has a very high <a href=\"https:\/\/mailrelay.com\/en\/glossary\/roi-return-on-investment\/\" target=\"_blank\" rel=\"noreferrer noopener\">ROI<\/a>, so mass email campaigns, well-segmented with a CRM, can be very profitable.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"340\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-contact-list-1.jpg\" alt=\"How to use Mailrelay as a CRM focused on email marketing\" class=\"wp-image-88397\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-contact-list-1.jpg 830w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-contact-list-1-300x123.jpg 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-contact-list-1-768x315.jpg 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-contact-list-1-110x45.jpg 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/email-contact-list-1-60x25.jpg 60w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">How to use Mailrelay as a CRM focused on email marketing<\/h2>\n\n<p>Mailrelay is an email marketing tool, yes.<\/p>\n\n<p>But it allows you to perform the basic actions you would expect from a simple CRM:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Manage contact lists<\/li>\n\n\n\n<li>Segment by different conditions<\/li>\n\n\n\n<li>Automate funnels<\/li>\n\n\n\n<li><a href=\"https:\/\/mailrelay.com\/en\/blog\/2026\/04\/28\/boost-your-stats-exceed-25-open-rate\/\" target=\"_blank\" rel=\"noreferrer noopener\">And get statistics<\/a><\/li>\n<\/ul>\n\n<p><strong>What are we going to do?<\/strong><\/p>\n\n<p>Use Mailrelay in a way that allows you to segment, <a href=\"https:\/\/mailrelay.com\/en\/blog\/2019\/03\/14\/mailrelay-v3-custom-fields-newsletters-and-email-campaign-targeting\/\" target=\"_blank\" rel=\"noreferrer noopener\">create funnels<\/a>, and send personalized emails.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 First step: create basic groups<\/h3>\n\n<p>In your Mailrelay panel you can go to the <strong>Subscribers &#8211; Groups <\/strong> menu and create the groups you need; I will give you a basic example:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"786\" height=\"632\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-grupos-basicos-Mailrelay.png\" alt=\"example of basic groups in Mailrelay\" class=\"wp-image-88405\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-grupos-basicos-Mailrelay.png 786w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-grupos-basicos-Mailrelay-300x241.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-grupos-basicos-Mailrelay-768x618.png 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-grupos-basicos-Mailrelay-110x88.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-grupos-basicos-Mailrelay-60x48.png 60w\" sizes=\"auto, (max-width: 786px) 100vw, 786px\" \/><\/figure>\n\n<p>Here we are making a basic division by situation in a hypothetical sales funnel:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>New contacts: <\/strong> these would be the contacts that just registered, those entering the funnel<\/li>\n\n\n\n<li><strong>Interested contacts: <\/strong> could be those who have clicked on a specific link in one of your campaigns<\/li>\n\n\n\n<li><strong>Uninterested contacts: <\/strong> could be the contacts who haven&#8217;t clicked on a specific link<\/li>\n<\/ul>\n\n<p>This is a basic division, as a simple example.<\/p>\n\n<p>You can create many more groups that respond to different segmentations you already have or plan to do.<\/p>\n\n<p><strong>These groups would be like a sort of list where contacts are stored so you can work with them later.<\/strong><\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Expand information with custom fields<\/h3>\n\n<p>Groups allow you to create basic divisions.<\/p>\n\n<p>But you can expand on more information with custom fields in the <strong>Subscribers &#8211; Custom fields <\/strong> menu.<\/p>\n\n<p>Like before, I&#8217;ll give you a basic example:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"568\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay-1024x568.png\" alt=\"examples of custom fields in Mailrelay\" class=\"wp-image-88411\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay-1024x568.png 1024w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay-300x167.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay-768x426.png 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay-110x61.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay-60x33.png 60w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplos-de-campos-personalizados-Mailrelay.png 1153w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>In this case we have created five checkbox-type custom fields:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Recurring customer<\/li>\n\n\n\n<li>Customer<\/li>\n\n\n\n<li>High potential lead<\/li>\n\n\n\n<li>Medium potential lead<\/li>\n\n\n\n<li>Low potential lead<\/li>\n<\/ul>\n\n<p><strong>These are fields that will allow you to label contacts and their status.<\/strong><\/p>\n\n<p>For example, if there is a contact you value as a &#8216;high potential lead&#8217; you can edit and mark them that way:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"659\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/edicion-de-campos-personalizados-de-un-contacto.png\" alt=\"\" class=\"wp-image-88416\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/edicion-de-campos-personalizados-de-un-contacto.png 816w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/edicion-de-campos-personalizados-de-un-contacto-300x242.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/edicion-de-campos-personalizados-de-un-contacto-768x620.png 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/edicion-de-campos-personalizados-de-un-contacto-110x89.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/edicion-de-campos-personalizados-de-un-contacto-60x48.png 60w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/figure>\n\n<p>This way this contact would be marked with that value.<\/p>\n\n<p><strong>What could you do with this data?<\/strong><\/p>\n\n<p>The next step.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Segment your list based on the value of custom fields<\/h3>\n\n<p>In the <strong>Subscribers &#8211; Segmentation <\/strong> menu you will find the Mailrelay segmentation tool.<\/p>\n\n<p>Perhaps not as powerful as a dedicated CRM, but it will serve to segment your contacts perfectly for email campaigns.<\/p>\n\n<p>For instance<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"682\" height=\"495\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/creacion-de-un-segmento-en-base-a-un-campo-personalizado.png\" alt=\"creating a segment based on a custom field\" class=\"wp-image-88423\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/creacion-de-un-segmento-en-base-a-un-campo-personalizado.png 682w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/creacion-de-un-segmento-en-base-a-un-campo-personalizado-300x218.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/creacion-de-un-segmento-en-base-a-un-campo-personalizado-110x80.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/creacion-de-un-segmento-en-base-a-un-campo-personalizado-60x44.png 60w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/figure>\n\n<p>This tool allows you to create a segment, or a group, based on certain conditions.<\/p>\n\n<p><strong>What is the difference?<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>A segment is dynamic; contacts that meet the condition will automatically enter the segment. Those who stop meeting it will be removed.<\/li>\n\n\n\n<li>In the case of groups, they are static; they will include the contacts that meet the condition at the moment you click &#8216;create group&#8217;.<\/li>\n<\/ul>\n\n<p>In both cases, it allows you to select and work with the contacts that meet the condition, or conditions, you have set.<\/p>\n\n<p>This is how you can create completely <a href=\"https:\/\/mailrelay.com\/en\/blog\/2019\/03\/14\/mailrelay-v3-custom-fields-newsletters-and-email-campaign-targeting\/\" target=\"_blank\" rel=\"noreferrer noopener\">personalized campaigns<\/a>.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 You can also import contacts with these custom fields<\/h3>\n\n<p>You may already have an external contact list with these custom fields.<\/p>\n\n<p>For example, if you have a CRM, you may be able to generate a CSV file with the fields you need and their values, and import that file directly into Mailrelay.<\/p>\n\n<p>From the <strong>Subscribers &#8211; Imports <\/strong> menu.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Prepare your newsletters<\/h3>\n\n<p>The next step could be preparing a <a href=\"https:\/\/mailrelay.com\/en\/glossary\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">newsletter <\/a> that contains a link that, if clicked, allows you to detect the contacts&#8217; interest.<\/p>\n\n<p>For instance<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"437\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-1024x437.png\" alt=\"newsletter example with Mailrelay\" class=\"wp-image-88432\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-1024x437.png 1024w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-300x128.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-768x328.png 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-1536x655.png 1536w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-110x47.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace-60x26.png 60w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-newsletter-con-enlace.png 1611w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>In this case it is a simple newsletter, which would be sent to our example group &#8216;<strong>new contacts&#8217; <\/strong> and includes a link.<\/p>\n\n<p>We can again create a segment that checks for contacts who have clicked on the link demonstrating their interest:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"726\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-segmento-de-contactos-que-han-hecho-clic-en-un-enlace-de-email.png\" alt=\"example of contact segmentation in Mailrelay with several conditions\" class=\"wp-image-88437\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-segmento-de-contactos-que-han-hecho-clic-en-un-enlace-de-email.png 856w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-segmento-de-contactos-que-han-hecho-clic-en-un-enlace-de-email-300x254.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-segmento-de-contactos-que-han-hecho-clic-en-un-enlace-de-email-768x651.png 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-segmento-de-contactos-que-han-hecho-clic-en-un-enlace-de-email-110x93.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-segmento-de-contactos-que-han-hecho-clic-en-un-enlace-de-email-60x51.png 60w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<p><strong>In this case we have several conditions, and we want &#8216;all&#8217; of them to be met: <\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>That the subscriber has received a specific newsletter<\/li>\n\n\n\n<li>Considering the group they belong to, for more security<\/li>\n\n\n\n<li>And that they have clicked<\/li>\n<\/ul>\n\n<p>This way you would have exactly those contacts.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Can a funnel be automated to classify contacts?<\/h3>\n\n<p>Yes, you can also automate this process we have been looking at.<\/p>\n\n<p>It would be, simplifying, something like this:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"581\" height=\"871\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-automatizacion-en-Mailrelay.png\" alt=\"sales funnel automation example with Mailrelay\" class=\"wp-image-88442\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-automatizacion-en-Mailrelay.png 581w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-automatizacion-en-Mailrelay-200x300.png 200w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-automatizacion-en-Mailrelay-110x165.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/ejemplo-de-automatizacion-en-Mailrelay-40x60.png 40w\" sizes=\"auto, (max-width: 581px) 100vw, 581px\" \/><\/figure>\n\n<p><strong>What does this automation do?<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>It triggers when a contact is added to the &#8216;<strong>new contacts<\/strong>&#8216; group<\/li>\n\n\n\n<li><strong>It sends an email &#8216;Are you interested in our latest course?&#8217; <\/strong><\/li>\n\n\n\n<li>Wait one day (so contacts have time to react to the emails)<\/li>\n\n\n\n<li>And check if they clicked on the link we are interested in or not<\/li>\n\n\n\n<li>If it is &#8216;<strong>yes<\/strong>&#8216; it adds them to the <strong>&#8216;Interested contacts<\/strong>&#8216; group<\/li>\n\n\n\n<li>If they haven&#8217;t clicked, it adds them to the &#8216;<strong>Uninterested contacts<\/strong>&#8216; group<\/li>\n<\/ul>\n\n<p>This way contacts are added to the determined groups, and thus you can work with them in other phases of the <a href=\"https:\/\/mailrelay.com\/en\/glossary\/what-is-a-sales-funnel\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales funnel<\/a>.<\/p>\n\n<p>It&#8217;s not exactly a CRM but you can do a lot of things.<\/p>\n\n<p><strong>You can automate many things:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Welcome automations<\/li>\n\n\n\n<li>Step-by-step funnels<\/li>\n\n\n\n<li>Cart recovery (WooCommerce)<\/li>\n\n\n\n<li>Birthday emails<\/li>\n\n\n\n<li>Etc.<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">\u00b7 Don&#8217;t forget to check the statistics<\/h3>\n\n<p>From all your email campaigns you can learn important data such as:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Open rate<\/li>\n\n\n\n<li>Click-through rate<\/li>\n\n\n\n<li>Best performing links (heat map)<\/li>\n\n\n\n<li>Bounced emails (to automatically keep your list clean)<\/li>\n\n\n\n<li>Number of unsubscribes<\/li>\n\n\n\n<li>Spam complaints<\/li>\n<\/ul>\n\n<p>All this <a href=\"https:\/\/mailrelay.com\/en\/blog\/2026\/04\/28\/boost-your-stats-exceed-25-open-rate\/\" target=\"_blank\" rel=\"noreferrer noopener\">statistical information <\/a> keeps your list as healthy as possible, so its effectiveness doesn&#8217;t drop, and your results are the best possible.<\/p>\n\n<p>In addition, you will know which calls to action are effective, which links are visible enough, which subject lines work and which don&#8217;t.<\/p>\n\n<p><strong>Truly useful information for <a href=\"https:\/\/mailrelay.com\/es\/blog\/2026\/02\/17\/ventas-por-email-transforma-tu-newsletter-en-una-maquina-de-vender\/\" target=\"_blank\" rel=\"noreferrer noopener\">creating email campaigns <\/a> that sell.<\/strong><\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Use a visual drag and drop editor<\/h3>\n\n<p>Mailrelay&#8217;s email editor is very simple to use, just drag and drop the elements where you want them.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"446\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-1024x446.png\" alt=\"Mailrelay newsletter editor\" class=\"wp-image-88469\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-1024x446.png 1024w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-300x131.png 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-768x335.png 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-1536x669.png 1536w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-110x48.png 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay-60x26.png 60w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/editor-de-newsletters-de-Mailrelay.png 1891w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>This editor is probably more powerful than what you have in a normal CRM.<\/p>\n\n<p>In fact, it even allows you to have conditional zones based on variables, as we could see <a href=\"https:\/\/blog.mailrelay.com\/en\/2019\/03\/14\/mailrelay-v3-custom-fields-newsletters-and-email-campaign-targeting\/\">here<\/a>.<\/p>\n\n<p>At the end of the day, the quality of the email determines how easy it is to convince contacts. <\/p>\n\n<p><strong>An editor with the power to create better emails will help you sell.<\/strong><\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"340\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/writing-and-sales-persuasion.jpg\" alt=\"Practical comparison: Mailrelay vs. other email marketing options\" class=\"wp-image-88474\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/writing-and-sales-persuasion.jpg 830w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/writing-and-sales-persuasion-300x123.jpg 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/writing-and-sales-persuasion-768x315.jpg 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/writing-and-sales-persuasion-110x45.jpg 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/writing-and-sales-persuasion-60x25.jpg 60w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">Practical comparison: Mailrelay vs. other email marketing options<\/h2>\n\n<p>In this mini comparison of email marketing tools we are going to look at a key point:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>The number of emails that can be sent for free<\/strong><\/li>\n<\/ul>\n\n<p>It is a very simple comparison:<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Mailrelay:<\/h3>\n\n<p>It allows you to send up to 80,000 emails per month for free, to up to 20,000 contacts, every month.<\/p>\n\n<p>With free support always available, via chat, ticket and email.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Mailjet: <\/h3>\n\n<p>up to 6,000 emails per month, with a maximum of 200 per day. In addition, they indicate free ticket support during the first 30 days.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 MailerLite: <\/h3>\n\n<p>500 subscribers and up to 12,000 emails per month on the free plan.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Acumbamail: <\/h3>\n\n<p>2,000 emails per month in the free account. To a maximum of 250 subscribers.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Brevo: <\/h3>\n\n<p>300 daily emails.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Mailchimp: <\/h3>\n\n<p>Up to 250 contacts and 500 messages per month, with a daily limit. <\/p>\n\n<p>Support, only by email and only during the first 30 days, then only available for paid accounts.<\/p>\n\n<h3 class=\"wp-block-heading\">\u00b7 Klaviyo: <\/h3>\n\n<p>Up to 500 emails per month in the free account and support for 60 days.<\/p>\n\n<p><strong>How can these limits affect your company?<\/strong><\/p>\n\n<p>A low daily limit, for example, can prevent a launch or a <a href=\"https:\/\/mailrelay.com\/en\/glossary\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">newsletter <\/a> at the most needed time.<\/p>\n\n<p>The same goes for the lack of support, which always becomes evident when it is most needed.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"340\" src=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/business.jpg\" alt=\"Frequently asked questions to decide if you need a CRM\" class=\"wp-image-88480\" srcset=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/business.jpg 830w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/business-300x123.jpg 300w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/business-768x315.jpg 768w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/business-110x45.jpg 110w, https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/business-60x25.jpg 60w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">Frequently asked questions to decide if you need a CRM<\/h2>\n\n<p>Before we finish, we will emphasize this key point: email marketing software or CRM?<\/p>\n\n<h3 class=\"wp-block-heading\">Can Mailrelay replace a CRM?<\/h3>\n\n<p>In reality, it can cover the needs that most SMEs encounter on a daily basis:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Database<\/li>\n\n\n\n<li>Contact list management<\/li>\n\n\n\n<li>Segmentation<\/li>\n\n\n\n<li>Automation <\/li>\n\n\n\n<li>Email follow-up<\/li>\n<\/ul>\n\n<h3 class=\"wp-block-heading\">And if I already have a sales CRM, does it make sense to use Mailrelay?<\/h3>\n\n<p>Yes, if you want to professionalize your email marketing strategy. <\/p>\n\n<p>You can use your sales tool to segment and Mailrelay to send emails.<\/p>\n\n<h3 class=\"wp-block-heading\">What type of business usually uses Mailrelay as an &#8220;email marketing CRM&#8221;?<\/h3>\n\n<p>Businesses whose sales strategy requires multiple impacts, with various types of content.<\/p>\n\n<h3 class=\"wp-block-heading\">What do I need to start my database in Mailrelay?<\/h3>\n\n<p>A list, even a small one, and two or three useful fields to help segment it. <\/p>\n\n<p>Then you segment as we have seen in this article and create an automated welcome. <\/p>\n\n<h3 class=\"wp-block-heading\">What do I gain with a CRM approach applied to email marketing?<\/h3>\n\n<p>You gain relevance and repetition. <\/p>\n\n<p><strong>Most sales don&#8217;t happen on the first interaction.<\/strong><\/p>\n\n<p>More impacts are necessary.<\/p>\n\n<p><strong>Email marketing allows you to do that: impact, interact, convince.<\/strong><\/p>\n\n<h3 class=\"wp-block-heading\">Would any email marketing tool work?<\/h3>\n\n<p>Before you decide, I recommend you review <a href=\"https:\/\/mailrelay.com\/es\/blog\/2026\/02\/10\/mailing-por-0-el-impacto-financiero-de-migrar-tus-contactos-a-mailrelay\/\" target=\"_blank\" rel=\"noreferrer noopener\">this article <\/a> where we evaluate the savings and advantages of migrating to Mailrelay.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Is it mandatory to have a CRM for your business? When is it worth it and when can it be a useless expense? Like any tool for your business, it all depends on how much you get out of it. If it offers utility, it makes sense; if it only represents an expense, it does [&hellip;]<\/p>\n","protected":false},"author":124,"featured_media":88486,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[562],"tags":[],"class_list":["post-89654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-email-marketing-2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Do you really need a CRM? Mailrelay could be it - Mailrelay<\/title>\n<meta name=\"description\" content=\"Do you need a CRM or would managing contacts and selling with email marketing be enough? Discover why Mailrelay might be the CRM you need\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/mailrelay.com\/en\/blog\/2026\/05\/26\/do-you-really-need-a-crm-mailrelay-could-be-it\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Do you really need a CRM? Mailrelay could be it - Mailrelay\" \/>\n<meta property=\"og:description\" content=\"Do you need a CRM or would managing contacts and selling with email marketing be enough? Discover why Mailrelay might be the CRM you need\" \/>\n<meta property=\"og:url\" content=\"https:\/\/mailrelay.com\/en\/blog\/2026\/05\/26\/do-you-really-need-a-crm-mailrelay-could-be-it\/\" \/>\n<meta property=\"og:site_name\" content=\"Mailrelay\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Mailrelay\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-26T17:31:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-26T17:31:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mailrelay.com\/wp-content\/uploads\/2026\/02\/\u00bfRealmente-necesitas-un-CRM-Mailrelay-podria-serlo-1024x683.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"683\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jose Argudo\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@mailrelay\" \/>\n<meta name=\"twitter:site\" content=\"@mailrelay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jose Argudo\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/mailrelay.com\\\/en\\\/blog\\\/2026\\\/05\\\/26\\\/do-you-really-need-a-crm-mailrelay-could-be-it\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/mailrelay.com\\\/en\\\/blog\\\/2026\\\/05\\\/26\\\/do-you-really-need-a-crm-mailrelay-could-be-it\\\/\"},\"author\":{\"name\":\"Jose Argudo\",\"@id\":\"https:\\\/\\\/mailrelay.com\\\/en\\\/#\\\/schema\\\/person\\\/d8e868b5b67c658bb687818bc5ee08ae\"},\"headline\":\"Do you really need a CRM? 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