CRM & Email Software

oo7ml used Ask the Experts™

Does anyone know if any CRM type software that also allows you to send email through it.

I'd like to be able to set up template emails and then allow staff to login and send emails to various customers / leads and update their status (not interested, no reply, live)

- different employees can login and send emails through the same campaign but from their email address (,

- update each customer to a different sales status so we can track leads and where they came from etc.
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Principal Consultant
I should think most CRM systems can do this.  Or do you mean can the CRM system actually deliver the email?  That's a different question from creating emails.

Microsoft Dynamics CRM can be used to create the emails as you describe but relies on an email system such as Exchange or Outlook or other POP3 account to actually deliver the email.


The more i think about it, the more i think i just need a CRM system.

They all seem so expensive for a small startup. I just need to be able to allow 5 users to login, however i don't want users to be able to see each other's data, but i would like to be able to see all from a management view.

Could you recommend any suitable system?
Feridun KadirPrincipal Consultant

I only work with Microsoft Dynamics CRM so I'm not best placed to make a recommendation.

I guess your first decision is do you want a cloud-based system (which is offered by Microsoft and Salesforce) or a server-based system (not offered by Salesforce) or perhaps you don't care.  A server-based system will have requirements such as a database server (for Dynamics CRM it is SQL Server) so you need to consider the IT infrastructure that you have.

If you are a techy sort of person you could look at "open source" systems such as SugarCRM.

Microsoft Dynamics CRM does have a comprehensive security model which will allow you to prevent users from seeing each others data while allowing managers to see all data.
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Thanks, i just want a simple cloud based system that my employees (5) can log into and manage their leads, so that i can view and manage it from a high level.
Feridun KadirPrincipal Consultant

Understood, I think you'll need to do your own research unless of course someone else on Experts Exchange has a recommendation to make.

I do urge you to subscribe to a trial (if the supplier provides one) before committing.
Joe WinogradDeveloper
Fellow 2017
Most Valuable Expert 2018
I use several products from the Zoho folks:

All of their products are cloud-based. One of their products is Zoho CRM:

It is very reasonably priced and they even have an edition that's free for up to 10 users:

But you should see if the free version has all the features and capacities you need:

I use it myself and have deployed it at several small companies. I know of one small company that replaced the (relatively expensive) Salesforce CRM with Zoho CRM and felt that it was just as good.

There are many other Zoho modules that you may want to consider (take a look at their home page). All that I've tried are very good and reasonably priced, many with a free (but limited) edition.

As a disclaimer, I want to emphasize that I have no affiliation with this company and no financial interest in it whatsoever. I am simply a happy user/customer. Regards, Joe

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