CRM add-on · $19 / workspace / month
A CRM that actually talks to your email.
Accounts, deals, pipelines, and activities — built right into the same workspace as your campaigns and automations. When a deal moves, an email moves with it.
No credit card required for the trial. Cancel any time from workspace settings.
Email marketing meets a built-in CRM.
Accounts, deals, pipelines, and activities — in the same workspace as your campaigns. Stalled deal? Trigger a re-engagement sequence. New customer? Drop them straight into a winback automation. No Zapier glue, no second tool, no extra seat fee.
Accounts & contacts
B2B-ready records with people, owners, custom fields, and merge-tags that drop straight into your campaigns.
Deals on a Kanban or list
Drag deals between stages, filter by owner or value, switch to a list view for forecasting at scale.
Pipelines you control
Build stage workflows per product line. Set weighted probabilities, required fields, and rotting-deal alerts.
Activities & overdue alerts
Notes, tasks, calls, and meetings on every record. Overdue activities surface in a single inbox.
Activity timeline
Everything that happened, in order.
Every note, stage change, campaign, and call — stitched into one feed per contact. No more scrolling Gmail to figure out where you left off.
Note added: Mentioned competitor on call
2 hours ago · Sarah
Deal stage changed: Qualified → Proposal
Yesterday · auto
Campaign sent: Q4 follow-up
3 days ago · system
Task completed: Send proposal PDF
5 days ago · Sarah
Call logged: Initial discovery
1 week ago · Sarah
Connected
When a deal moves, an email moves with it.
Most stacks duct-tape a CRM to an email tool with Zapier. EmailSendX runs both in the same workspace, so a stage change is a first-class event — not a webhook praying at the gate.
- Deal stalls 14 days → drops into re-engagement sequence.
- Stage = Closed Won → fires onboarding automation.
- Activity overdue → Slack notification + reminder email.
CRM
Wayne Enterprises
Automation
Re-engagement sequence
Common questions
Quick answers.
Is the CRM included in every plan?+
No — the CRM is an optional add-on at $19 per workspace per month. It is available on Starter, Pro, and Business (not Hobby). Every workspace gets a 14-day free trial when you turn it on.
Can the CRM trigger email campaigns?+
Yes. Triggers like "Deal stage changed", "Deal created", or "Activity overdue" can launch any automation in the same workspace — so a stalled deal moves itself into a re-engagement sequence.
Do I have to migrate my contacts to use it?+
No. Your existing contact lists already live in the same database — turning on the CRM just exposes the accounts, deals, and activities views on top of them.
Can each client have their own pipeline?+
Yes. Pipelines are per-workspace. Build one for each client and they only ever see their own. Stages, probabilities, and automations are isolated.
Does the CRM include reporting?+
Yes — pipeline value, deals by stage, win rate by owner, activity load, and time-in-stage. Filterable by date range and owner.
Turn it on for one workspace. See if it sticks.
14 days free. Connect it to a pipeline that actually matters to your business — not a sandbox demo — and tell us what you think on day 14.
Start free