CRM
The EmailSendX CRM is a built-in customer relationship management tool that connects your email activity directly to contact and deal management — without needing a separate CRM tool for smaller teams.
Overview
The CRM add-on gives each workspace a lightweight CRM layer directly on top of your email contacts. It's designed for small-to-mid-size teams who want contact and deal tracking without the overhead of a dedicated CRM like HubSpot or Salesforce.
Key capabilities:
- Enrich email contacts with company, phone, website, and lifecycle stage
- Track deals and sales opportunities per contact
- Log notes, calls, and meetings as activities
- View complete email engagement history (opens, clicks, bounces) on each contact
- Move contacts through lifecycle stages manually or via automation
CRM is an optional add-on
CRM Contact Profiles
Every email contact in EmailSendX gets an extended CRM profile when the add-on is enabled. The profile includes:
| Field | Description |
|---|---|
| Company | Employer or organization name |
| Phone | Primary contact phone number |
| Website | Company website URL |
| Lifecycle Stage | Current stage in your pipeline (Subscriber → Lead → Opportunity → Customer → Champion) |
| Deal Value | Estimated value of associated deals |
| Owner | Team member assigned to this contact |
| Notes | Internal notes visible only to your team |
| Email Timeline | Automatic log of all opens, clicks, bounces, and unsubscribes from campaigns |
The email timeline is populated automatically — every campaign send, open, click, and bounce for that contact is recorded chronologically. You can see at a glance which emails they engaged with and when.
Deals
Track sales opportunities as deals attached to contacts. Each deal has:
- Title — brief description of the opportunity
- Value — estimated deal value in your currency
- Stage — Lead, Qualified, Proposal, Negotiating, Closed Won, Closed Lost
- Expected close date
- Owner — team member responsible
- Notes — deal-specific notes
View all deals in a Kanban board (CRM → Deals → Board view) or list view. Drag and drop deals between stages in the board view.
Activities
Log interactions with contacts as activities. Activity types supported:
Note
Call
Meeting
Email (manual)
Activities can be logged from a contact profile or from the contact list. Each activity records the date/time, activity type, description, and the team member who logged it. Activities are visible in the contact's timeline alongside automated email events.
Assign follow-up tasks to team members and set due dates to ensure no contact falls through the cracks.
Lifecycle Stages
Every contact has a lifecycle stage that represents their relationship with your business. The default stages are:
Subscriber
Joined your email list but not yet engaged with sales
Lead
Showed interest — clicked pricing link, downloaded content, etc.
Opportunity
In an active sales conversation
Customer
Made a purchase or signed a contract
Champion
Loyal customer and potential advocate
Set lifecycle stages manually in a contact profile, bulk-update from the contacts list, or automatically move contacts through stages using automations. For example, an automation can set lifecycle to "Customer" when a purchase_completed event fires.
Pricing
The CRM add-on is available for workspaces on Starter plan and above.
$19 / workspace / month
Includes all CRM features: contacts, deals, activities, lifecycle stages. 14-day free trial. Cancel anytime.
The add-on is per workspace, not per user. All team members in the workspace have access to CRM features. Enable in Workspace Settings → Add-ons → CRM → Enable Free Trial.
Ready to try the CRM?
Start a 14-day free trial from your workspace settings. No credit card required for the trial.