Cold Emailing

Cold Email Tools: The Emergent List [2024]

Mihaela Cicvaric
LAST UPDATED
September 2, 2024
READING TIME
7 min.

80% of customers prefer email as their business communication channel. To get into your clients’ inboxes, you need the right cold email outreach tool.

But which tool is the best for your business when it comes to email outreach?

This article will review 10 tools and outline their features, pros, and cons so you can make the best decision.
Before diving into a detailed overview of each tool that made the list, here is a sneak peek into their most important features and starting prices.

Software Free Trial or Plan Entry Price (yearly billed) Warm-Up Lead Database Enrichment Email Linkedln AI
Close.io $49/mo
Outreach on request
Salesmate $12/mo
Vocus.io $5/mo
Salesrobot $99/mo
Emelia €19/mo
Mailstand $12/mo
Hubspot Sales Hub $45/mo
Zeliq $59/mo
Saleshandy $25/mo

The Emergent List of Cold Email Tools:

1. Close.io

Rating ⭐ ⭐ ⭐ ⭐ ⭐

G2 - 4.6/5 (718 reviews) │ Capterra - 4.7/5 (157 reviews)

Overview

Close is a CRM (Customer Relationship Management) platform designed to help sales teams close more deals. It offers integrated calling, two-way email syncing, and sales automation features to manage relationships with leads and customers effectively.

Pricing (yearly) & Functionalities

→ Free trial: YES, 14 days

→ Email Starter: $32/mo/per user/1 sending email

  • Send unlimited campaigns
  • Customizable email campaigns
  • Email finder + verifier
  • 450M+ leads database
  • AI-generated sequence & icebreakers
  • Custom text variable personalization
  • Push leads from LinkedIn into lemlist
  • Custom reports & analytics
  • In-app support by chat or email
  • Personalized booking page
  • lemcal Starter

→ Email Pro: $55/mo/per user/3 sending emails

Everything in Email Starter +

  • Email finder + verifier (more tokens)
  • Email warm-Up & deliverability booster
  • CRM integrations
  • Custom image personalization
  • Campaign A/B tests
  • Inbox rotation
  • Custom liquid syntax personalization
  • API access
  • Zapier

Multichannel Expert: $79/mo/per user/5 sending emails

Everything in Email Pro +

  • Email finder + verifier (more credits)
  • Linkedin prospection
  • LinkedIn voice notes
  • Cold calling prospection
  • Advanced campaign conditions
  • Custom landing page
  • Premium support chat

Outreach Scale: $129/mo/per user/15 sending emails

Everything in Multichannel Expert +

  • Email finder + verifier
  • Dedicated account manager

✅ Pros

  • Integrated Calling: Close offers integrated calling, allowing sales teams to make calls directly from the platform.
  • Two-Way Email Sync: Emails are automatically synced, ensuring that all communications are tracked.
  • Custom Reporting: Users can generate custom reports to gain insights into their sales activities.
  • API Access: The platform provides API access, allowing for integrations with other tools and services.

❌ Cons

  • Limited Integrations: While Close.io does offer integrations, it might not have as extensive a list as some other CRMs.
  • Pricing: For smaller teams or startups, the pricing might be considered on the higher side, especially when compared to other CRM tools.
  • Customization: Some users might find that the customization options are not as extensive as they would like.
  • Advanced features: While Close.io is feature-rich, it might lack some advanced features that are present in more enterprise-level CRMs.

2. Outreach.io

Rating ⭐ ⭐ ⭐ ⭐

G2 - 4.3/5 (3,311 reviews) │ Capterra - 4.4/5 (289 reviews)

Overview

Outreach is a sales engagement platform designed to help sales teams drive more revenue by increasing the efficiency of their sales processes.

It offers a suite of features to automate and streamline sales workflows, from prospecting to closing deals.

Pricing & Functionalities

→ Free trial: No

Standard: pricing on request Professional: pricing on request
- Full workflows for frontline teams
- Manager visibility into sales activity, deals, pipeline, and forecast
- Platform Integrations, API access, and premium support
- Spot risky deals early with AI-powered deal scoring
- Scale sales coaching with AI-triggered live content cards
- Deeply understand buyer interactions with AI-identified call topics and reactions
- Scale sales methodologies using templates
- Improve forecast accuracy via pipeline analytics and simulations

✅ Pros

  • Sequences: Outreach's sequence feature allows for multi-touch campaigns, ensuring follow-ups and touchpoints are automated and consistent.
  • Integration: Seamless integration with major CRM platforms, especially Salesforce, ensuring data consistency and ease of use.
  • Analytics: Provides detailed analytics on email performance, helping sales reps understand what's working and what's not.
  • Templates & Snippets: Allows for the creation and sharing of email templates and snippets, ensuring consistent messaging and saving time.
  • A/B Testing: Users can test different email versions to determine which messaging or subject line performs best.

❌ Cons

  • Occasional Glitches: Some users have reported occasional software glitches, such as emails not being sent as scheduled.
  • Overwhelming Features: While its feature-rich environment is a strength, it can also be overwhelming for users who only need basic functionalities.
  • Integration Issues: While it integrates well with major CRMs, some users have reported challenges in integrating with other third-party tools.

3. Salesmate

Rating ⭐ ⭐ ⭐ ⭐ ⭐

G2- 4.6/5 (73 reviews) │ Capterra- 4.7/5 (86 reviews)

Overview

Salesmate is a sales engagement and CRM platform designed email to help businesses grow their revenue and build better relationships with customers.

The platform offers a range of features, including prospect and lead engagement, sales pipeline and activity tracking, sales automation, and sales intelligence and reporting.

Pricing & Functionalities

→ Free trial: Yes

Starter Growth Boost Enterprise
$12/user/mo $24/user/mo $40/mo Pricing on request
- Contacts, Companies, Deals
- Email Sync, Tracking and Templates
- Multiple Pipeline Management
- Standard Dashboard and Reports
- Workflow Management
- Built-in Calling and Text
- Web forms
- Lists
- Product Management
- Goal Management
- Email Reminders and Scheduling
- Team Inbox
- Custom Dashboard and Reports
- Date based Workflows
- Custom Roles
- SSO/SAML integration
- All Growth features, plus
- Team Management
- Increased Team Inbox Limits
- Power Dialer
- Voicemail Drop
- Smart Activity Queue
- IP Restriction
- Increased Workflow and Sequence Limits
- All Boost features, plus
- Dedicated Account Manager
- Personalized Onboarding
- Priority Support
- Dedicated Instance
- Dashboards - Unlimited
- Increased Workflow Limits
- Permissions - Unlimited
- Increased Sequence Limits

✅ Pros

  • Comprehensive CRM Integration: Salesmate is not just a cold email tool; it's a full-fledged CRM. This means users can manage their cold email campaigns while also handling other sales and customer relationship tasks within the same platform.
  • User-Friendly Interface: Many users appreciate Salesmate's intuitive and clean interface, which can make the process of setting up and managing campaigns more straightforward.
  • Scalability: Salesmate is designed to grow with businesses. Whether you're a solo entrepreneur or a larger sales team, the platform can accommodate your needs and offers features that cater to both small and large-scale operations.

❌ Cons

  • Limited Cold Email Features: While Salesmate is a comprehensive CRM, it may not have specialized features tailored specifically for cold email campaigns, such as advanced tracking, A/B testing, or email warm-up.
  • Pricing: For small businesses or startups, the pricing structure might be on the higher side, especially when considering additional features or higher-tier plans.
  • Customization Limitations: While Salesmate offers customization options, there might be constraints in terms of how much one can tailor the platform to specific business needs or workflows.

4. Vocus.io

Rating ⭐ ⭐ ⭐ ⭐

G2- 4.3/5 (15 reviews) │ Capterra- 4.4/5 (12 reviews)

Overview

Vocus.io is a full-stack email outreach platform designed to enhance Gmail and G Suite functionalities. It offers tools for personalizing email campaigns, tracking email interactions, automating follow-ups, scheduling appointments, syncing with CRMs, and facilitating team collaboration.

Pricing & Functionalities

→ Free plan: Yes

Basic Starter Professional
$5 $10 $20
- Email tracking
- Templates and Snippets
- Send Later and Snooze
- Automated Followups
- Salesforce and CRM Integration
- Teams
- Max Personal Inboxes
- Everything from Basic, plus
- Personalized bulk email campaigns with reporting
- Everything from Starter, plus
- Campaigns with followups
- Campaigns with attachments
- Branded URLs

✅ Pros

  • Integration with Gmail & G Suite: Seamlessly integrates with Gmail and G Suite, offering enhanced functionalities.
  • CRM Sync: Offers integration capabilities with popular CRMs, ensuring that all email interactions are logged and tracked.
  • Team Collaboration: Share templates and collaborate with team members directly within the platform.
  • Templates and Snippets: Recruiters can save and reuse email templates, making it easier to send personalized messages to multiple candidates.

❌ Cons

  • Platform Limitation: Vocus.io is limited to Gmail users since it's a Chrome extension, which means recruiters using other email platforms can't utilize it.
  • Dependency on Chrome: Being a Chrome extension, it requires users to use the Chrome browser, which might not be preferred by everyone.

5. Salesrobot

Rating ⭐ ⭐ ⭐

Product Hunt - 4.3/5 (11 votes) │ AppSumo- 3.2/5 (38 reviews)

Overview

SalesRobot is an Interactive Intelligence and Communication platform that provides business leaders with customized daily executive briefs about their competitors, customers, and partners.

It focuses on enhancing intelligence-based collaboration and ensuring situational awareness for executives.

Pricing & Functionalities

→ Free trial: Yes

DIY Prospector Pro Pro+
$99 /mo $379/mo $497/mo
- 500 prospects/month
- Smart inbox follow-up
- Team collaboration
- Multi-account navigator use
- 200 messages to LinkedIn Group Members per day
- 200 messages to LinkedIn Event Attendees per day
- Unlimited automated reports
- Outreach Insights
- Zapier Integration
- All DIY features, plus
- Tailored outreach to 500 prospects/month
- Expert prospect identification
- Fortnightly optimization calls
- Data Visualisation Dashboard
- CRM Integration via Zapier
- Priority Support
- Everything in DIY and Pro, plus
- LinkedIn Profile Enhancement
- Expert prospect identification
- Custom Posts by experts
- Custom Comments by experts
- Weekly Optimization Calls
- Priority Support

✅ Pros

  • Customized Daily Executive Briefs: Provides business leaders with tailored intelligence about competitors, customers, and partners.
  • Integration with ArchIntel: Offers enhanced functionalities through ArchIntel's intelligence services.
  • Secure Collaboration: Enables teams to engage in intelligence-based collaboration in a securely hosted interactive archive.
  • Mobile Accessibility: Provides iOS and Android apps for on-the-go access.
  • Enhanced Situational Awareness: Helps organizations be more aware of critical signals in the vast information landscape.

❌ Cons

  • Limited information about the full range of features.
  • Integration challenges with certain third-party tools.
  • Limited customization options for intelligence briefs.

6. Emelia

Overview

Emelia is a cold emailing tool designed to enhance the efficiency and effectiveness of cold email campaigns. It offers an intuitive platform with detailed analytics and exclusive features to ensure that cold emailing is more effective.

Pricing & Functionalities

Emelia offers a straightforward pricing model based on the number of email addresses you want to connect.

→ 19 euros per address per month

  • 1 email address slot
  • Unlimited campaigns
  • Unlimited contacts
  • Multi-sender feature

✅ Pros

  • Spintext Feature: Allows users to design variables of a sentence to prevent emails from landing in spam.
  • Mail +x minutes: A feature to send follow-up emails after a set time, making the bot less obvious to the lead.
  • Intuitive Interface: Designed for ease of use and is fully responsive.

❌ Cons

  • Limited pricing flexibility as it's based on the number of email addresses.
  • Might not be suitable for larger enterprises with more complex needs.

7. Mailstand

Overview

Mailstand is a cold email outreach platform designed to enhance the efficiency of cold email campaigns. It allows users to merge and combine mailboxes for scalable email outreach.

The platform offers features such as mail merge, funnel analysis, team inbox, and email scheduling.

The primary goal is to facilitate users who want to use more than one mailbox to send cold emails.

Pricing & Functionalities

→ Free trial: Yes

Plan Price Mailboxes Included
Basic $12/mo 1 synced mailbox
Standard $35/mo Up to 3 synced mailboxes
Professional $50/mo Up to 5 synced mailboxes
Business $95/mo Up to 10 synced mailboxes
Unlimited Pricing on request Unlimited synced mailboxes, contacts, and emails per month
All Plans Include:
- Automated Email Sequences
- Auto Rotate Mailboxes
- Merged Team Inbox
- Unlimited Contacts Per Campaign
- Customize Sending Prioritization
- Customize Sending Schedule
- A/B Template Testing
- Email Template Management
- Invite Teammates
- Zapier Integration
- Campaign Performance Reporting
- Agency Mode

✅ Pros

  • Ability to combine multiple mailboxes on one campaign, allowing users to reach more people faster.
  • Merged team inbox provides a consolidated view of all mailboxes.
  • Offers unlimited contacts for each campaign.
  • Competitive pricing, claiming to be the cheapest in the market

❌ Cons

  • Lack of CRM integrations.
  • UI could be improved.
  • Offers only emailing automation.

8. HubSpot Sales Hub

Rating ⭐ ⭐ ⭐ ⭐

G2: 4.4/5 (10,760 reviews) │ Capterra: 4.5/5 (431 reviews)

Overview

Sales Hub is designed to supercharge the sales process, allowing users to find, track, and close deals efficiently.

It offers a comprehensive platform that integrates various sales tools, making deal-making more streamlined and ensuring that sales professionals can focus on their customers.

Pricing & Functionalities

For businesses and entrepreneurs

Free Starter Professional Enterprise
- Starting at $45/mo Starting at $450/mo Starting at $1,200/mo
- Contact management
- Deal pipeline
- Quotes
- Live chat
- Meeting Scheduling
- Everything in Free, plus:
- Sales automation
- Goals
- Sales content analytics
- Payments
- Task queues
- Everything in Starter, plus:
- Prospecting and lead management
- Sequences
- Forecasting
- Custom reporting and sales analytics
- Playbooks
- Everything in Professional, plus:
- Custom objects
- Predictive lead scoring
- Conversation Intelligence
- Recurring revenue tracking
- Deal journey analytics

Pros

  • Comprehensive sales platform that integrates various tools for a streamlined sales process.
  • AI-powered deal management tools to help close deals faster.
  • Integrated reporting and analytics tools for accurate forecasting and pipeline visibility.
  • Extensive sales engagement tools for smarter prospecting and contextual conversations.
  • Scalability with different pricing plans catering to various business needs.

❌ Cons

  • Pricing: As businesses grow and require more contacts or advanced features, the cost of HubSpot Sales Hub can become significant. Some users find the pricing model, especially for higher tiers, to be on the expensive side.
  • Learning Curve: While HubSpot is user-friendly, it can be overwhelming for new users due to its extensive features. Proper training and onboarding might be required to fully utilize all its capabilities.
  • Limitations on Sequences: The sequences feature, which is crucial for cold email campaigns, has some limitations in terms of personalization and flexibility compared to dedicated cold email tools.

Hubspot is a all-in-one sales platfom so it may not be the best choice for cold email outreach. Take a look at our list of 12 cold email outreach software to find an alternative to HubSpot Sale Hub.

9. Zeliq

Rating ⭐ ⭐ ⭐ ⭐ ⭐

Product Hunt - 5/5 (42 votes)

Overview

Zeliq is an all-in-one outreach solution designed to help businesses meet the best leads and convert them faster using AI. It aims to make selling easy by providing up-to-date prospect data and outreach automation, allowing businesses to scale their sales up to three times faster.

Pricing & Functionalities

Free Plan Starter Custom
Yes 59 euro/user/mo Pricing on request
- Leads pre-analysis
- Search leads over 1.8B people
- Email enrichment
- Phone number enrichment (1 Credit)
- LinkedIn Extension
- Leads portfolio management
- Leads personality analysis (1 Credit)
- Everything in Free, plus:
- Template builder
- Multichannel outreach
- Tasks Assignation
- Leads warming and Sequences
- Basic Reporting
- Everything in Starter, plus:
- Leads autopilot generator (Soon)
- Phone number enrichment (Unlimited)
- Buying Intent (Soon)
- Job Change Alerts / Job Posting (Soon)
- Zeliq Score Engine (Soon)
- CRM Enrichment (Soon)
- Data health center
- Gamification leaderboard (Soon)
- Teams management
- Permission Profiles
- Custom fields (Soon)
- Dedicated Customer Success

 Pros

  • AI-Powered: Uses artificial intelligence to help businesses meet the best leads.
  • Accurate Data: Provides real-time data to help close more deals.
  • Integration: Zeliq integrates with various favorite tools, making it versatile for different business needs.
  • User-Friendly Interface: Zeliq's dashboard and overall design are intuitive, making it easier for users to navigate and set up campaigns.

❌ Cons

  • Pricing: For some small businesses or individual users, Zeliq's pricing might be on the higher side compared to other tools in the market.
  • Learning Curve: Despite its user-friendly interface, the platform's advanced features might require some time for users to fully understand and utilize.
  • Occasional Delays: Some users might experience delays in email sending, especially during peak usage times

10. Saleshandy

Rating ⭐ ⭐ ⭐ ⭐

G2: 4.6/5 (528 reviews) │ Capterra: 4.5/5 (123 reviews)

Overview

SalesHandy is a cold email outreach software designed to help businesses send personalized cold emails at scale with high email deliverability. It aims to assist in generating more leads through effective cold email campaigns.

Pricing & Functionalities

Free trial: Yes

Outreach Basic Outreach Pro Outreach Scale Outreach Scale Plus 100k
$25/mo $74/mo $149/mo $219/mo
- Unlimited Email Accounts
- Sender Rotation Basic
- Unified Inbox Basic
- 5 Email Accounts For Warm-up
- 2,000 Total Prospects
- 10,000 Emails Per Month
- 2,500 Email Verification Credits
- Everything in Outreach Basic, plus:
- Unlimited Team Members
- Sender Rotation Pro
- Unified Inbox Pro
- Pipedrive Integration
- Zoho Integration
- 20 Email Accounts For Warm-up
- 30,000 Total Prospects
- 125,000 Emails Per Month
- 10,000 Email Verification Credits
- Everything in Outreach Pro, plus:
- Sender Rotation Scale
- 50 Email Accounts For Warm-up
- 60,000 Total Prospects
- 250,000 Emails Per Month
- 25,000 Email Verification Credits
- 100,000 Prospects
- Everything in the Outreach Scale
- Agency Portal
- Dedicated Success Manager
- 100 Email Accounts For Warm-up
- 100,000 Total Prospects
- 50,000 Emails Per Month
- 45,000 Email Verification Credits

Pros

  • Unified Inbox: Centralized place for all your email communications.
  • Hyper-Personalization: Personalize your emails to increase engagement rates.
  • Connect Unlimited Email Accounts: Scale your outreach without incurring extra costs.
  • Mail Merge: The platform allows for personalized bulk emailing, making it easier to send tailored messages to a large audience.
  • Integrations: SalesHandy integrates well with major email service providers like Gmail, Outlook, and others, making it versatile for different users.

❌ Cons

  • User Interface: Some users find the interface not as intuitive as some other platforms, leading to a steeper learning curve.
  • Occasional Glitches: Some users have reported occasional software glitches, especially with tracking features.
  • Customer Support: Some users have mentioned that customer support can sometimes be slow to respond or might not resolve issues promptly.

Looking for an Upgrade?

These cold tools are a great fit if you just started cold email outreach. However, there are more cost-effective options with robust features. 

You can choose one of the best cold email software. The list includes:

Check their pricing plans and features in the table below.

Software Free Trial or Plan Entry Price (yearly billed) Warm-Up Lead Database Enrichment Email Linkedln AI
Software Free Trial or Plan Entry Price (yearly billed) Warm-Up Lead Database Enrichment Email LinkedIn AI
Lemlist $39/mo
Snov.io $30/mo
Woodpecker $54/mo
Instantly $30/mo
Klenty $50/mo
Mihaela Cicvaric
Content Marketing Manager @ lempire | Sharing everything you need to get replies to your cold emails
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G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Complex sales structures and businesses of all sizes
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
ERP vs. CRM
ERP
CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
Integrated Calling
Integrated Calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
Best overall operational CRM
4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
$64.99/user/month billed annually
Free plan for very small teams up to 10
CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
Step 5: Track and analyze campaign performance to identify areas for optimization.
Outcomes
Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization
Table
CDP Software
CRM Software
Approach
Data-centric
Customer-centric
Focus
Interactions across various channels and touchpoints, both online and offline.
Sales, marketing, and customer service interactions.
Functionality
Automatically collects, organizes, tags, and makes data available in real-time.
Helps businesses track customer interactions, sales pipelines, prospects, and service requests.
Goals
Personalized customer experiences across all channels.
Better customer relationships, streamlined processes, and improved profitability.
Benefits
Data integration, management, and accessibility, allowing for detailed analysis and segmentation.
Better communication within teams and with customers by organizing information about customer interactions and history.
Data Handling
Handles both identified and anonymous data, stitches together various data points.
Deals primarily with identified customer data.
Use Cases
Personalized marketing campaigns, targeted advertising, content customization across multiple channels.
Managing campaigns and leads, enhancing customer service, providing better customer support, increasing customer satisfaction and loyalty.
Examples
Insider, Bloomreach, Salesforce Marketing Cloud CDP
HubSpot, Salesforce Sales Cloud Lightning Professional, and Zoho CRM
CRM
Free plan
Best feature
Best for
Con
1. HubSpot CRM
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Sales automation
Sales teams
Up to 1,000 contacts
2. Insightly
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Custom fields
Basic needs
Not enough info about the free plan
3. Agile CRM
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Deal and sales pipeline tracking
Small teams
Up to 10 users
4. Zoho CRM
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Lead and contact management
Businesses of all sizes
Limited to 3 users
5. ClickUp
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Unlimited tasks and unlimited members
Personal use
Up to 100MB storage
6. EngageBay
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Live chat
Small and midsize enterprises
Up to 1,000 branded emails per month
7. Bitrix24
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Unlimited users and 5 scrum teams
Big teams
Up to 5GB of cloud storage
8. FreshSales
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Easy to use and simple setup
Beginners
Up to 3 users
9. Mailchimp
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Very beginner friendly
Marketing teams
Send up to 500 branded emails per month
Type of Affiliate Marketing
Unattached
Related
Involved
Format
Paid advertising
Social media or YouTube channels
Dedicated website or blog
Focus
Quick income
Your niche
Your audience
Engagement with your audience
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Very close connection with your audience
Pro
Little effort
Higher credibility thanks to your niche
Long-lasting and scalable
Con
Paid ads cost a lot
Potential for bias since you don’t use the thing you promote
Require time, effort, and dedication

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