CRM Marketing Module

The Really Simple Systems’ integrated Marketing module 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.

Package Plans

Our standard Marketing plan is a simple solution designed for small businesses sending a low number of emails – up to 5,000 per month. You can monitor your contacts’ engagement and report on the campaign activity.

The full version of the CRM Marketing module, 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.

The Advanced Marketing module includes features to enable compliance with the EU’s General Data Protection Regulation (GDPR).


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 module can be included for free.

Trialling the Marketing Module

The 14 day trial of our CRM includes the Marketing module. 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 Module

To access the CRM Marketing Module in your CRM system, in Settings, go to Manage Subscription and select ‘Yes’ for either the ‘Simple Marketing’ or ‘Advanced Marketing’ options, 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.

Multi-Stage Campaign Management

Email Marketing

Drip Marketing Campaigns

Capture leads from your web site

  • Create Accounts, Contacts, Tasks, Activities and Opportunities automatically from your web site using Web Transactions
  • Record Mailing Consents from your new leads
  • Add those Contacts to Campaigns and automatically send them scheduled emails using Drip Marketing

ROI and Campaign Performance reporting

  • See conversion stats, cost per lead, cost per sale and total sales for each of your marketing campaigns
  • Flexible report writer for ad-hoc reporting

All within the same CRM system, and without having to use any external systems or third party mailers.