CRM with email marketing
Turn real-time customer data into personalized, high-performing email campaigns
What is a CRM with email marketing?
Your email marketing platform shouldn’t just store customer data—it should activate it. A CRM with email marketing combines customer relationship management capabilities with email automation, so you can send personalized, relevant messages based on every customer’s history, preferences, and behavior.
Instead of simply storing data in silos, this approach connects data directly to your email strategy. The result is campaigns and flows that adapt in real time and evolve as you collect more data and get to know your customers better.
With CRM-driven email, you don’t just manage contacts. You deliver the right message at the right time, at every stage of the customer lifecycle. That means higher engagement, better performance, and more value from every email you send.
Why does a CRM with email marketing matter?
Combining CRM with email gives marketers the ability to craft smarter, more relevant messages rooted in customer behavior and lifecycle insights. Instead of guessing what to send and when, you can use real-time data to personalize outreach, automate timing, and create email experiences that deepen engagement and drive revenue.
– Deeper personalization: Use customer preferences, behavior, and lifecycle stage to tailor every email to the individual. This creates a more relevant, personal experience that builds trust and improves conversion.
– Real-time responsiveness: Trigger emails the moment someone takes an action, whether it’s browsing a product, abandoning their cart, or writing a review. These timely touchpoints increase the likelihood of engagement and help recover lost opportunities.
– Better segmentation: Build dynamic segments using up-to-the-minute customer data, including purchase history, location, and engagement. Segments update automatically, so you don’t have to manually pull them yourself.
– Stronger retention: Understand where customers are in their journey and deliver messages that move them forward, from welcome to post-purchase to loyalty. This lifecycle-based approach improves repeat purchase rates and long-term customer value.
– Efficient execution: Save time and increase impact with email templates, automated flows, and real-time reporting. With everything connected in one platform, teams can move faster and watch results continuously improve.
Why choose Klaviyo for CRM with email marketing?
Klaviyo B2C CRM combines the power of a real-time customer data platform with advanced email marketing automation, so you can turn insights into action. From segmentation to send time, every part of your email program is fueled by unified zero- and first-party data and built-in intelligence. That means more relevant emails, stronger results, and less manual work.
1. Built on your zero- and first-party data
To send truly relevant emails, you need access to up-to-date, accurate customer data. Klaviyo brings together your ecommerce, behavioral, and engagement data into one centralized platform, eliminating the silos that slow you down. The result is more timely campaigns and automations that reflect what your customers are doing in the moment.
– Track purchases, clicks, support tickets, and reviews in one place.
– Use live data to power segmentation and trigger automations.
– Eliminate the need for third-party customer data platforms or complex integrations.
2. Orchestration across every touchpoint
Email is most powerful when it’s part of a coordinated strategy across your owned channels. With Klaviyo, you can orchestrate campaigns and automations that blend email with SMS, RCS, WhatsApp, push notifications, in-app messaging, and more, making every customer interaction feel connected and intentional.
Because all your messages run on the same platform and data, you can create consistent, relevant experiences across the entire lifecycle.
– Coordinate email with SMS, RCS, WhatsApp, push, and in-app messaging.
– Avoid redundant messages with built-in frequency and channel controls.
– Personalize experiences across the full lifecycle from one platform.
3. AI that makes every send smarter
At Klaviyo, AI isn’t just a buzzword. It’s built to drive better results, automatically. From choosing the best time to send to tailoring messages for each audience, Klaviyo AI continuously learns and adapts. That means your email marketing gets smarter with every send, without adding work to your plate.
– Use Smart Send Time to reach inboxes at the perfect moment.
– Predict churn or next purchase and tailor sends accordingly.
– Test and iterate automatically with AI-generated insights.
4. Designed for speed and scale
Whether you’re launching a welcome series or orchestrating complex lifecycle flows, Klaviyo is built to keep up. With user-friendly tools and pre-built resources, your team can move from idea to execution in no time. That agility makes it easy to scale personalization and automation as your business grows.
– Set up sign-forms to grow your audience with 70+ pre-built templates and launch flows in minutes with pre-built templates.
– Build campaigns visually—no code or dev support needed.
– Track performance and refine messaging in real time.
Key features of Klaviyo CRM with email marketing
|
Feature |
Description |
Available on Klaviyo |
|---|---|---|
|
Unified customer profiles |
Combine email, ecommerce, behavior, support, and review data. | |
|
Smart segmentation |
Create dynamic segments using real-time filters and predictive traits. | |
|
Flow builder for automation |
Automate messages based on behavior and lifecycle stage. | |
|
Smart Send Time |
Lean on AI-powered delivery optimization for each recipient. | |
|
Email AI & subject line AI |
Automatically generate subject lines and email content. | |
|
Reputation repair AI |
Use AI to repair email deliverability. | |
|
Predictive analytics |
Scores for lifetime value, churn risk, next order date, and more. | |
|
Email A/B testing |
Test subject lines, content, or timing, manually or with AI optimization. | |
How to get started with Klaviyo CRM with email marketing
Getting started with CRM-powered email is easier than you think. Klaviyo offers everything you need to build high-performing campaigns from day one.
Here’s how to get started:
1. Import your data. Sync your ecommerce, form, and historical customer data automatically.
2. Set up a sign up form. Klaviyo offers 70+ pre-built form templates to help you grow subscribers.
3. Build your first flow. Use templates for welcome emails, abandoned carts, product education, and more.
4. Customize and launch. Personalize content using dynamic fields, then preview and schedule.
5. Measure and iterate. Review performance in real time, and let Klaviyo recommend improvements.
When your email marketing is powered by real customer data, every message becomes more meaningful—and more profitable.