CRM Marketing Tool
The Really Simple Systems’ integrated Marketing tool includes everything you need to create and manage your marketing. We offer two package plans that let you start small and upgrade for more functionality when you need to.
Our Simple Marketing plan is an easy to use solution designed for small businesses sending a low number of emails – up to 5,000 per month. You can create and send emails, monitor your contacts’ engagement and report on the campaign activity.
The full version of the CRM Marketing tool, Advanced Marketing, allows you to run, control and report on all your marketing campaigns, send up to 50,000 bulk emails and newsletters per month, and track the results right through to your sales. You can set up automated Drip Campaigns to send emails at set intervals plus Web Forms and Web Transactions to capture new leads from your web site.
Simple Marketing and Advanced Marketing are available as an additional option in our Starter, Professional and Enterprise plans. And if you have 5 or more users on the Enterprise plan the tool can be included for free.
Trialling the Marketing Tool
The 14 day trial of our CRM includes the Advanced Marketing plan. However, the trial is limited to sending a maximum of 10 emails per Campaign Stage. If you need to mail a larger number to successfully trial the system please contact our Customer Support team.
Accessing the CRM Marketing Tool
To access the CRM Marketing tool in your CRM system, go to Settings then Manage Subscription and select Change Plan & Options. Use the toggle button to select either the ‘Simple Marketing’ or ‘Advanced Marketing’ option, and Save Changes.
Back on your CRM main menu, click the Marketing tab and the new menu options will appear. Should this not update automatically, please logout and back in again to refresh your browser.