Email Marketing Made Simple: Should You Use a CRM or an Email Platform?

should you use a crm or email marketing platform?

The moment has arrived—you’ve finally decided you need to communicate with your customers or clients more effectively and efficiently. Congratulations! This is a huge step in customer retention and keeping your brand top of mind.


But now you’re faced with a dilemma: there are so many options for sending emails. 


A quick Google search for “Best Software for Sending Email” will pull up countless recommendations, each claiming to be the best. You’ll also notice two different types of services: CRM (Customer Relationship Management) and Email Marketing Platforms.


So, what’s the difference, and which one is right for you?


Let’s break it down by looking at two business owners, Emily and Caroline.


Meet Emily and Caroline

Emily is a massage therapist who also offers meditation classes. Caroline runs a home renovation business with several employees who communicate regularly with her customers.


Both businesses provide services, but their needs are different. Emily’s massage business will likely benefit more from an Email Marketing Platform, while Caroline’s renovation business is better suited for a CRM.


CRM: A Central Hub for Customer Relationships

A CRM (Customer Relationship Management system) is a comprehensive platform designed to help businesses track leads, manage customer interactions, and streamline communication across teams. Some popular CRMs include HubSpot, Salesforce, and Zoho.


How Caroline Uses a CRM

Caroline’s business relies on managing multiple customer interactions throughout a renovation project’s lifecycle. She collects contact information through an interest form on her website, then moves leads through different stages: Consult → Quote → Contract → Building.


A CRM helps Caroline and her team:

  • Track all communications (email, text, phone calls) in one place.
  • Keep customer details and interactions visible to all team members.
  • Automate follow-ups and task assignments.
  • Generate reports for budgeting and forecasting.


Can a CRM Send Marketing Emails?

Yep! Many CRMs have built-in email marketing features, though they may not be as robust as dedicated email platforms. CRMs are powerful, but they often come with a learning curve and a higher price tag.



Email Marketing Platforms: Keeping Customers Engaged

Emily doesn’t need all the bells and whistles of a CRM. She simply wants to keep her clients informed about her meditation classes and massage specials.


An Email Marketing Platform like Mailchimp, Constant Contact, or MailerLite is a better fit because it focuses on:

  • Sending newsletters and promotions.
  • Designing branded emails easily.
  • Segmenting contacts for targeted campaigns (e.g., only messaging clients interested in meditation classes).


Emily appreciates that her platform was intuitive and easy to use, whereas Caroline had to invest time in her CRM's tutorials to fully leverage its capabilities.


Why You Can’t Just Use Gmail

At some point, we’ve all tried sending a mass email from a personal Gmail or Outlook account. Unfortunately, these platforms are designed for one-on-one communication. Sending bulk emails this way can: 

  • Flag your email as spam,
  • Violate email marketing laws,
  • Even get your account shut down!


Legal compliance is required when sending marketing emails. CRMs and Email Marketing Platforms ensure you stay compliant with laws like:

  • CAN-SPAM Act (U.S.) – Requires truthful subject lines, one-click unsubscribe, and a physical mailing address.
  • GDPR (EU) – Requires consent to collect data and transparency on how data is used.
  • CCPA (California) – Similar to GDPR, promoting good data privacy practices for all businesses.


Pros and Cons of CRMs vs. Email Marketing Platforms


CRM

✅ Comprehensive customer management
✅ Task automation and workflows
✅ Sales pipeline tracking
✅ Integrates with other business tools
✅ Shared communication for teams
❌ Higher cost
❌ Steeper learning curve
❌ Overkill for simple email needs
❌ Email features may be limited


Email Marketing Platform

✅ Easy to use
✅ Optimized for email campaigns and newsletters
✅ Budget-friendly
✅ Higher deliverability rates
✅ Great for list-building and lead generation
❌ Limited customer data management
❌ No in-depth sales tracking
❌ Doesn’t track phone calls or other communications
❌ May require switching to a CRM as business grows


So, Which One Is Right for You?

If you need full customer relationship management, automation, and team collaboration, go for a CRM (like Caroline). If your primary goal is sending newsletters and marketing emails, stick with an Email Marketing Platform (like Emily).


Whichever you choose, the important thing is taking that first step toward better communication with your customers. And that, my friend, is worth celebrating! 

Need help developing your next email campaign?


Send us a message: https://beaconcreativelab.com/contact/

May 2, 2025
Are you wondering how to build your email list? Here are 9 tactics that will help you break through, or break out of a rut, and build it the healthy way. You know you should be growing your email list. But if the idea of begging for email addresses makes you cringe...good news! There are plenty of healthy, genuine ways to build your list—ways that feel more like inviting people to something awesome than pestering them. Just remember, building your email list isn’t about “collecting” contacts—it’s about “connecting” with people. Earlier this month we taught a class on this topic ( download the PDF ). This week’s post walks you through the slides in a little more detail, offering simple pro techniques you can start using right away: 1. Entice them to connect with you: Offer a signature freebie that shows your expertise While many experts agree that the classic “lead magnet” is less popular than it once was, offering value never really goes out of style. The goal is to create something that solves a problem your ideal client is already Googling in the middle of the night – and make it uber valuable as well as actionable, and easy to consume. Some ideas to get you thinking: 7 Mistakes to Avoid When Hiring a [Your Role] 3 Ways to Know If You’re Ready for [Your Service] 3 Meditations to Detach from Life’s Most Common Stressors Pro Tip: Try combining several tools into a “mini course” or “getting started guide” which you send out in a timed sequence over several days to help reduce overwhelm… or pair it with a free consult or trial offer. BONUS: Think beyond the page. What could you share via audio or video? Could you create a customizable template? A quiz? A survey—with the promise of a follow-up report that shares industry- or topic-related results they’d be interested in? Whatever you create, think quick wins, not 50-page e-books nobody will finish. 2. Post your invitation far and wide Once you’ve got a juicy freebie, don’t hide it like a secret recipe. Post a short, tantalizing invite with your signup link everywhere : Your email signature Social media bios Linktr.ee LinkedIn headline and About section Business cards Social media posts (add to your monthly content rotation) Even on a car magnet if you’re feeling bold Also think offline—flyers, postcards, co-marketing with partners, and QR codes you can flash at networking events. Pro tip: Keep a QR code image handy on your phone for quick shares! 3. Turn conversations into invitations If you’re chatting with someone at a sales call or a coffee meet-up, don’t make it weird. Be curious about what they do and see if you can offer a valuable idea, tip, or connection. Then just casually invite them: "I send out a short, helpful email every month with tips like these—want me to add you?" It feels more personal, less salesy. Follow up with a quick and personal email – maybe even forward a past edition – and add "Great chatting! Here's what you can expect from my emails." 4. Host a free mini-workshop or office hours Pick a small topic your people care about and host a short, helpful session. To attend, they sign up with their email, simple as that. Bonus: Record the session and offer it afterward as a subscriber-only bonus. (More value!) 5. Then, offer the replay After your event, post on social media that replay access is available – but ONLY – for your private email community… and include an invitation to sign up right away to get in, and get the replay. You can even add a shareable nudge: "Know someone who would love this? Forward the signup link to them!" Super Pro Tip: Share a quick testimonial from someone who attended live to add a little social proof. 6. Create a fun quiz People love quizzes—especially ones that tell them something about themselves. (These can be offered on your website or via social media or other outreach methods described above.) Here’s an example of one we helped to launch for the innovative organization pro Lisa Menees: SOS by Lisa’s Organizational Style Quiz. https://sosbylisa.com/organizational-style-quiz/ When people complete your quiz, deliver the juicy results (either their own, or a tallied results report if applicable) via email – if it’s an ongoing quiz offer, you could position this with a “current trends” angle and share results, say, quarterly. (If you can weave in your service offerings naturally based on the results, even better!) 7. Offer a “starter kit” or “experience” Springboarding from #1, give people a taste of your magic by positioning your valuable item as a starter kit, not just a plain old “newsletter.” Example: “Get my Quickstart Guide to Stress-Free Mornings + a 3-part email series to help you wake up smiling.” When you frame it as an experience, not just another inbox item you also lay the groundwork for how you’ll serve people when you’re working with them one-on-one. And people crave experiences, not just information. 8. Use stories and polls with a call-to-action Create a social media story, or post a mini poll, then invite people to DM you for the good stuff: "Want the checklist I mentioned? DM me ‘checklist’ and I’ll send it over!" or "Curious how I set up my client onboarding system in under 2 hours? Drop your email and I’ll give you a behind-the-scenes peek." It feels fun and interactive, not like filling out a boring form. 9. Build your email list with fan help: turn your subscribers into your street team Encourage your existing subscribers to share the love: Add a “Forward to a Friend” link to your emails – make it bold and genuine enough that people pay attention (don’t resign yourself to the automated line provided by most email platforms) Run a mini "Invite Challenge"—give a prize to people who get friends to sign up. Offer an exclusive bonus if they refer a friend. People trust recommendations from friends way more than ads. Tap into that. Final Thought Trying out new ideas on how to build your email list is often about getting creative, and being more personal. What it doesn’t have to be is either desperate or slimy! It’s really just creating helpful things people actually want —and then making it easy for them to say yes. Which one of these ideas are you going to try first? (We’d love to hear!)
November 19, 2024
Service businesses often fight for dollars and airtime during the 6 big shopping weeks between Thanksgiving and New Year – so we put our thinking caps on and came up with 5 strategies that can give your business an edge and boost holiday sales. Choose the one that suits your style the best, or bundle them for even more impact. The Soft Sell: Highlight Stories of Impact and Client Success Share “Year in Review” stories, case studies, or testimonials that highlight how your service has made a difference for clients. Yours can be shared as videos, blog posts, or a mini-series on social media. Give it a consistent look, in line with your branding; consider giving the series its own logo, badge or header. Why does it work? These stories build emotional connection and trust by showcasing real benefits. Your stories provide credibility and serve as social proof, especially valuable during the crowded holiday period when trust is key. This is the ultimate soft sell – IF you remember to keep the focus on your clients’ experience, and keep your role as “guide” vs “hero.” The Excitement Builder: Launch a ‘Countdown to New Year’ Mini-Campaign Run a series of short, engaging posts, ads, or emails over a set period (e.g., “12 Days of Tips” or “Countdown to a Better Year”) that showcases useful information or insights related to the service. Each day can feature a tip, a testimonial, a flash sale, a bonus-with-purchase deal, or simply a holiday-inspired call to action. For best results, don’t just fizzle out at the end, build to something exciting. You might bundle the campaign with an engagement motivator like a prize drawing for those who follow, share, like or comment. Or make a plan to launch a new service or package at the end of the countdown, and schedule a live (in person or virtual) announcement with limited availability only to followers or clients, or an introductory bonus or special pricing. Why does it work? Regular, bite-sized content with a fun spin boosts holiday sales by building awareness, keeping your business top of mind, and reinforces the value of your services in a way that doesn’t feel like a hard sell. The Reinvented Classic: Create a Limited-Time Holiday Offer with Added Value Develop a holiday-exclusive package or bonus that aligns with your business's core services – maybe a “New Year, New You” consultation bundle, or a discounted holiday maintenance or planning package. Consider co-partnering with a business for an added-value element that will delight buyers, while also expanding your reach. BOGOs (buy-one-get-one) or Buy-5-Get-1-Free-for-Yourself offers can fit if your service is gift-able. Why does it work? People are already in a spending mindset but often look for deals and added value. Presenting a time-limited offer gives a compelling reason to act now. The Go Getter: Create a New Year Vision Offer with Early Bird Incentives Many services can leverage (or incite people to) urgency and motivation with a “Start the Year Right” campaign that encourages clients to get a jump on the new year, and even greet it in a better position, with the help of your services. Appeal to their pride by flattering them for their dedication, grit, or higher vision by starting now, during the holiday season. Offer early-bird discounts or bonuses gradually decreasing in value as you get closer to December 31. Why does it work: The holiday season may be hectic and full of parties, but for many it’s also full of reflection and forward planning. This type of offer appeals to customers’ desire to start the new year fresh and organized, while also creating urgency around limited-time savings. The Give to Gain: Offer a Giftable Service Package with Personalization Bundle your service in a giftable format that customers can purchase for friends, family, or colleagues. Include a custom certificate or card for that personal touch, and offer complimentary follow-up consultations in the new year. Make it extra special… Why does it work? Many people look for meaningful, experience-based gifts during the holidays. This approach gives you a chance to reach new clients and makes your services feel like a thoughtful, high-value gift option. It’s hard to break through in the holidays, but by focusing on relationship-building, storytelling, and adding a dash of urgency, you can ensure you stay top-of-mind and relevant during the holiday season – and set yourself up for a strong start in the New Year, too! If you’d like help planning or implementing your holiday or post-holiday campaigns to boost holiday sales in social media, email, or even direct mail, just have your elf reach out to our elf 😉.
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