The 5 best CRMs for drip campaigns

Drip campaigns and CRMs: the essentials

As a marketer, managing and nurturing leads through drip campaigns is essential for keeping prospects engaged and moving them through your sales funnel. A CRM system that supports drip campaigns can help you automate and personalize your marketing efforts by sending targeted messages at the right time, tracking engagement, and managing your leads all in one place. With the right CRM, you can ensure that your campaigns are effective, streamlined, and tailored to your audience's needs.

In this blog post, we'll explore the best CRM options for managing drip campaigns, focusing on tools that will help you optimize your marketing efforts and drive conversions.

Почему вам нужна CRM

When you're managing customer interactions and optimizing drip campaigns, a CRM can help you streamline process, enhance customer relationships, and drive growth.

Проблемы без CRM

Managing drip campaigns without a CRM can be challenging. Below are some common challenges you might already be experiencing.

• Disorganization: Without a centralized system, tracking customer interactions and data becomes chaotic.
• Missed opportunities: Lack of timely follow-ups can result in lost sales and disengaged leads.
• Inefficient processes: Manual handling of tasks wastes time and resources.
• Lack of insight: Inadequate data analysis hampers strategic decision-making.
• Inconsistent communication: Irregular touchpoints can dilute customer relationships.

Преимущества CRM

Fortunately the right CRM can help you address these challenges, and provide some extra benefits.

• Centralized information: All customer data is stored in one place, ensuring easy access and management.
• Enhanced efficiency: Automation of repetitive tasks saves time and reduces errors.
• Improved customer relationships: Personalized communication strengthens customer loyalty.
• Better decision-making: Data-driven insights enable more informed business strategies.
• Increased sales: Timely follow-ups and targeted campaigns boost conversion rates.
• Consistent communication: Automated workflows ensure regular and relevant touchpoints with customers.
  
  

Как оценить и выбрать CRM

With a lot of CRMs in the market to comb through, it can be hard to figure out which one fits your specific requirements. To help you with your decision making process, we've put together some of our top tips. For sales teams of 20-50 people managing drip campaigns, the key is finding a solution that balances functionality with ease of use, ensuring your entire team can effectively execute campaigns.

1. Определите свои требования

When choosing the best CRM for drip campaigns, start by identifying the key features that align with your business needs. Look for capabilities such as automated email sequencing, segmentation, analytics, and integration with other tools you use. For example, if you run an e-commerce store, ensure the CRM can handle customer segmentation based on purchase history and behavior.

Key features of a CRM for drip campaigns

• Автоматизированные процессы: оптимизирует задачи за счет автоматизации повторяющихся рабочих процессов.
• Обогащение контактов: автоматический поиск адресов электронной почты и контактной информации потенциальных клиентов и клиентов, повышение эффективности.
• Структурированный конвейер: отслеживает лиды и клиентов на определенных этапах, обеспечивая ясность и эффективность процесса.
• Слияние почты и последовательности электронных писем: повышает эффективность коммуникации с помощью шаблонов для последующих действий и автоматизированных последовательностей.
• Social media integration: Seamlessly imports leads and customers from LinkedIn, Instagram, X and more to track everyone within the CRM.
• Аналитика: предоставляет необходимый анализ данных и прогнозную информацию для более эффективного планирования.

2. Соображения бюджета

Balancing cost and return on investment is crucial. While some CRMs come with a hefty price tag, many offer scalable solutions that grow with your business. Consider the long-term benefits of improved customer engagement and higher conversion rates when evaluating the cost. Affordable CRMs for small businesses can provide robust drip campaign features without breaking the bank.

3. Процесс отбора

Researching and choosing the right CRM vendor involves several steps. Start by reading reviews and testimonials from other founders and business owners. Attend webinars and demos to see the CRM in action. Look for vendors that offer excellent customer support and training resources to help you get the most out of their platform.

4. Получите демо-версию

Trial periods are invaluable for evaluating different CRM platforms. Take advantage of free trials to test how well each CRM handles drip campaigns. Compare features, ease of use, and integration capabilities. Pay attention to how user-friendly the interface is and whether it can scale with your business as it grows. To schedule a demo and explore how Folk can enhance your drip campaigns, click here.

👉🏼 Попробуйте folk прямо сейчас, чтобы управлять напоминаниями на основе контактов вместе со своей командой.

3 tips for implementing a CRM for drip campaigns

At this stage, it's all about making the most of the first few weeks with your new CRM. For a smooth impementation process, we suggest making sure you tick off these three things as soon as you can.

1. Импортируйте свои данные в новую CRM-систему.

Transitioning to a new CRM involves importing your existing data to ensure continuity and effectiveness of your drip campaigns. Most CRMs support CSV file imports, making it easy to transfer your contacts and leads. This way, you won't have to worry about manually adding contact information.

2. Создайте свой первый конвейер

Setting up your first pipeline is a critical step in organizing your drip campaigns. Design your pipeline with stages that reflect the progression of your drip emails, from initial contact to conversion. This structure will help you track the effectiveness of each campaign and make data-driven adjustments.

3. Привлеките свою команду

A successful CRM implementation for drip campaigns requires that your team is fully onboarded and comfortable with the new system. Provide comprehensive training and resources to ensure everyone understands how to use the CRM to its full potential, from setting up automated emails to analyzing campaign performance.

The 5 best CRMs for drip campaigns

1. народный

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting. folk can support multiple business functions including marketing and sales. For sales teams of 20-50 people running drip campaigns, folk CRM stands out as the optimal choice, offering the perfect balance of powerful automation features and user-friendly interface that allows your entire team to execute sophisticated campaigns without overwhelming complexity.

Основные характеристики

• Обогащение контактов: автоматически обогащает контактные данные, находя адреса электронной почты и URL-адреса LinkedIn, что позволяет эффективно связываться с клиентами без ручного ввода данных или дополнительных затрат на услуги электронной почты.
• Social media ntegration: Seamlessly import contacts from LinkedIn,  Instagram, X and more to track contacts within folk, and use templates for quicker, streamlined communication.
• Mail merge and email sequences: Full email sync compatible with Gmail and Outlook templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Функции на базе искусственного интеллекта: инструменты искусственного интеллекта помогают управлять контактами и отношениями, автоматизировать рутинные задачи и предлагать действия для повышения производительности.
• Integrations: folk offers an open API and native integrations (e.g., Kaspr, Allo, Salesforge, PandaDoc), plus Zapier and Make to connect with 6,000+ tools.

Плюсы

• Простота использования: folk хвалят за интуитивно понятный интерфейс, который делает его доступным даже для пользователей без технических знаний, благодаря быстрой адаптации и минимальной кривой обучения.
• Все в одном: folk оптимизирует ваш рабочий процесс, позволяя импортировать контакты из LinkedIn, автоматически находить их адреса электронной почты, связываться с ними с помощью настраиваемых последовательностей писем и отслеживать взаимодействия в конвейере, устраняя необходимость в использовании нескольких инструментов и экономя время и деньги.
• Full personalization: Custom fields, dashboards, pipelines, automation and workflows. So you can work with your marketing team, and collaborate with your sales team all in one place.
• Integrations: folk includes an open API and native integrations (e.g., Kaspr, Allo, Salesforge, PandaDoc), alongside Zapier and Make for connections to 6,000+ apps.

Минусы

• Reporting: folk provides advanced analytics, including pipeline and stage analytics, forecasting with weighted probabilities, performance breakdowns by owner/channel/industry/region or any custom field, and revenue insights.
  
  

Цены и тарифные планы

Вы можете попробовать folk бесплатно в течение 14 дней. После этого действуют следующие тарифные планы:

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальная настройка: от 60 долларов США за пользователя в месяц.

2. HubSpot

HubSpot CRM — это удобная в использовании и масштабируемая платформа, предлагающая интегрированные инструменты для эффективного управления продажами, маркетингом, обслуживанием клиентов и операционной деятельностью.

Основные характеристики

• Marketing hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, crucial for creating and managing effective drip campaigns.
• Sales hub: Provides deal tracking, pipeline management, sales automation, and reporting, helping you nurture leads through various stages of the sales funnel.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency, ensuring your drip campaigns target the most promising prospects.
• Automation capabilities: Offers powerful automation tools for tasks like email marketing and lead nurturing, making it easier to set up and manage drip campaigns.
• Customizable dashboard and reports: Allows users to create customized dashboards and reports to track the performance of drip campaigns and gain insights into lead conversion rates.

Плюсы

• User-friendly interface: The intuitive interface makes it easy to set up and manage drip campaigns, even for beginners.
• Comprehensive free plan: Offers a robust free version that includes essential CRM features, making it ideal for small businesses and startups looking to implement drip campaigns without a hefty investment.
• Seamless integration with marketing tools: Integrates smoothly with marketing tools, allowing for a unified approach to managing drip campaigns and customer interactions.
• Automation capabilities: Provides powerful automation tools for email marketing and lead nurturing, which are essential for effective drip campaigns.
• Customizable dashboard and reports: Enables users to create customized dashboards and reports to monitor the success of drip campaigns and make data-driven decisions.

Минусы

• High cost at higher tiers: Pricing can become expensive as you move to higher tiers, which may be prohibitive for small businesses scaling their drip campaigns.
• Limited customization in free plan: The free plan and lower tiers have limited customization options, which can restrict flexibility for growing businesses implementing drip campaigns.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, which can be a drawback for businesses with larger email lists.
• Сложность расширенных функций: некоторые расширенные функции, такие как настраиваемые отчеты и рабочие процессы, требуют длительного освоения и могут потребовать дополнительного обучения.
• Additional costs for add-ons: Many useful features, like advanced CRM capabilities and integrations, come as paid add-ons, increasing the overall cost.
  

3. Salesforce

Salesforce — это надежная CRM-платформа для крупных предприятий, предлагающая инструменты для продаж, маркетинга, обслуживания и аналитики с широкими возможностями масштабирования.

Основные характеристики

• Comprehensive ecosystem: Salesforce offers a unified platform combining CRM, marketing automation, and customer service, making it ideal for managing drip campaigns and nurturing both leads and customers.
• Customization and scalability: Highly customizable to tailor drip campaigns to specific customer segments and scalable to grow with your business needs.
• Artificial intelligence (AI) integration: Salesforce Einstein provides AI-driven insights, optimizing drip campaign strategies by predicting customer behaviors and preferences.
• Extensive integration capabilities: Integrates seamlessly with a wide range of third-party applications, enhancing the effectiveness of your drip campaigns by ensuring smooth data flow.
• Enterprise-grade security and compliance: Offers robust security measures, crucial for protecting sensitive customer data during automated drip campaigns.

Плюсы

• Comprehensive feature set: Covers all aspects of sales, marketing, and customer service, making it powerful for managing drip campaigns and customer relationships.
• Highly customizable: Allows businesses to create tailored drip campaigns with custom fields, objects, and workflows.
• Extensive integration capabilities: Integrates with numerous third-party applications, ensuring seamless operation of your drip campaigns.
• Scalability: Suitable for businesses of all sizes, from startups to large enterprises, with the ability to grow alongside your business.
• Advanced analytics and reporting: Provides deep insights into campaign performance, helping you refine and optimize your drip marketing strategies.

Минусы

• High cost: Can be expensive, particularly for small to medium-sized businesses, with high licensing fees and additional costs for add-ons.
• Steep learning curve: Requires significant time and training to become proficient, which can be challenging for startups with limited resources.
• Complex setup and customization: Initial setup can be challenging and may require expert help, adding to the overall cost.
• Overwhelming for small teams: Robust features may be overkill for smaller teams, leading to underutilization of the platform's capabilities.
• Integration complexity: While offering extensive integration capabilities, integrating with third-party applications can be complex and require technical expertise.

Цены и тарифные планы

При годовой подписке план Service Cloud от Salesforce выглядит следующим образом.

• Стартовый пакет: от 25 долларов США за пользователя в месяц.
• Профессиональный пакет: от 100 долларов США за пользователя в месяц.
• Enterprise: Starts from $165 per user, per month.
  

4. Pipedrive

Pipedrive — это веб-CRM для малых предприятий, предлагающая управление лидами, автоматизацию, интеграцию с электронной почтой и настраиваемые конвейеры для оптимизации продаж.

Основные характеристики

• Lead and deal management: Centralized tools to manage leads and customers, helping teams act quickly on opportunities.
• Sales automation: Workflow automation to handle repetitive tasks, such as lead routing and follow-up emails, enhancing drip campaign efficiency.
• Интеграция с электронной почтой: полная синхронизация электронной почты, шаблоны и функции отслеживания, позволяющие пользователям управлять всей коммуникацией непосредственно из CRM.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track the performance of drip campaigns and gain actionable insights.
• Настройка и безопасность: возможности настройки конвейеров, полей и прав пользователей, а также надежные меры безопасности для защиты данных.

Плюсы

• User-friendly interface: Intuitive and visually appealing interface, making it easy to navigate and manage drip campaigns.
• Sales pipeline focus: Designed for managing sales pipelines, offering a visual approach that helps track leads and customer activities effectively.
• Customization: High degree of customization, enabling users to tailor the platform to specific drip campaign processes with custom fields and workflows.
• Affordability: Competitive pricing, making it accessible to small and medium-sized businesses without sacrificing essential CRM features.
• Automation features: Includes automation tools that streamline repetitive tasks, such as sending follow-up emails, saving time and boosting productivity.

Минусы

• Limited advanced features: Lacks some advanced CRM features, such as extensive marketing automation and AI capabilities, available in other platforms.
• Basic reporting in lower tiers: Reporting and analytics features in the basic plans are somewhat limited, requiring upgrades for more in-depth insights.
• No built-in email marketing: Does not include built-in email marketing features, requiring integration with third-party email tools for such functionality.
• Price increases with add-ons: Cost can increase quickly when additional features or integrations are added, making it less cost-effective for businesses with growing needs.
• Ограниченные часы работы службы поддержки клиентов: служба поддержки клиентов не работает круглосуточно, что может быть неудобно для компаний, работающих в разных часовых поясах или нуждающихся в немедленной помощи.

Цены и тарифные планы

Годовая подписка на Pipedrive предоставляется на следующих условиях.

• Essential plan: Starts from $24 per user, per month.
• Расширенный план: от 44 долларов США за пользователя в месяц.
• Тарифный план: от 79 долларов США за пользователя в месяц.
• План «Enterprise»: от 129 долларов США за пользователя в месяц.

5. Zoho

Zoho — это CRM-система с сильным акцентом на продажи. Она обладает функциями организации рабочего процесса, управления процессом продаж и автоматизации рабочих процессов. Есть также функции для маркетинговых команд, включая управление мероприятиями и сегментацию клиентов.

Основные характеристики

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Workflow automation: Automates routine tasks and processes to improve efficiency and reduce manual effort.

Плюсы

• Affordability: Zoho CRM offers competitive pricing with various tiers, making it accessible to small and medium-sized businesses as well as larger enterprises.
• Настройка: широкие возможности настройки позволяют компаниям адаптировать CRM к своим конкретным потребностям, включая настраиваемые поля, модули и рабочие процессы.
• Интеграция с пакетом Zoho: бесшовная интеграция с другими продуктами Zoho (такими как Zoho Books, Zoho Projects и Zoho Campaigns) создает комплексную экосистему для управления различными бизнес-функциями.
• Многоканальная коммуникация: Zoho CRM поддерживает электронную почту, телефон, социальные сети и онлайн-чат, позволяя компаниям управлять всеми взаимодействиями с клиентами с одной платформы.
• Функции на базе искусственного интеллекта: Zia, помощник на базе искусственного интеллекта, предоставляет интеллектуальные аналитические данные, прогнозную аналитику и автоматизацию задач, помогая повысить эффективность продаж и маркетинга.

Минусы

• Сложная кривая обучения: обширные возможности настройки могут ошеломить новых пользователей, и для освоения платформы потребуется значительное время.
• Сложная настройка: первоначальная настройка и конфигурация могут быть сложными, особенно для компаний, не имеющих технических знаний или специальных ИТ-ресурсов.
• User interface: Some users find the interface to be outdated or cluttered compared to other modern CRM platforms, which can affect usability.
• Проблемы с производительностью: Периодические сообщения о низкой производительности, особенно при работе с большими наборами данных или сложными операциями, могут снижать продуктивность.
• Ограниченная интеграция с сторонними приложениями: хотя Zoho хорошо интегрируется с собственным набором продуктов, интеграция со сторонними приложениями может быть ограничена или потребовать дополнительных усилий.

Цены и тарифные планы

Бесплатный тариф Zoho ограничен тремя пользователями. После этого доступны дополнительные функции и места в рамках годового тарифа, как показано ниже.

• Стандартный: 20 долларов США за пользователя в месяц.
• Профессиональная версия: 35 долларов США за пользователя в месяц.
• Предприятие: 50 долларов США за пользователя в месяц.

Заключение

Choosing the best CRM for drip campaigns is a crucial step in optimizing your customer engagement and driving business growth. Whether you are a founder of a startup, a small business, or a tech company, the right CRM can streamline your processes, improve lead nurturing, and enhance your overall marketing strategy. Each CRM we reviewed—folk, Hubspot, Salesforce, Pipedrive, and Zoho—offers unique features and benefits tailored to different business needs and budgets. However, for sales teams of 20-50 people managing drip campaigns, folk CRM emerges as the clear winner, providing the ideal combination of comprehensive automation capabilities, intuitive user experience, and cost-effective pricing that makes it accessible for your entire team while delivering enterprise-level functionality. By evaluating your specific requirements, budget considerations, and the scalability of the CRM, you can make an informed decision that aligns with your business goals. To experience the benefits firsthand, you can try folk for free here.

👉🏼 Try folk now to never miss a follow-up when running drip campaigns

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Часто задаваемые вопросы

What is a drip campaign in a CRM?

A drip campaign is a series of automated, timed messages triggered by actions (signup, visit, inactivity). In a CRM, drips use contact data and behavior to send personalized emails or tasks that nurture leads through the pipeline.

How do you set up a drip campaign in a CRM?

Define a goal, segment contacts, build the email sequence and timing, set triggers and exit rules, personalize with fields, test (subject and send time), launch, then monitor results and iterate.

Which CRM is best for drip campaigns?

It depends on team size, budget, and automation needs. Common choices are folk, HubSpot, Pipedrive, Salesforce, and Zoho. For SMB teams needing enrichment and simple sequences, consider folk.

How do you measure drip campaign success?

Track opens, clicks, replies, conversions, unsubscribe/spam rate, and revenue per recipient. Monitor cohort performance and pipeline stage movement to confirm progress, then optimize content, timing, and segmentation.