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CRM marketing: newsletters, lead sources, surveys

Every lead arrives with its source, newsletters go to the part of the base you choose, and the report shows which channel turned leads into customers. Plans from $100 a month, 14 days free.

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CRM marketing: newsletters, lead sources, surveys

What is CRM marketing?

CRM marketing is marketing run on the customer base you already sell from. In CRMiUS every lead arrives with its source, leads and customers can be picked by status, group or country, newsletters go to exactly that list, and the lead report shows which source turned leads into customers. Marketing, sales and invoices share one database.

  • Newsletters (CRMiUS MailFlow) to leads by source, status, assignee or country and to customers by group, country or activity; unsubscribed addresses are skipped automatically
  • Leads with their source from web forms, Facebook Lead Ads, GMB Importer and CSV import
  • Lead reports: conversion by source, this week, by month and by staff member
  • Surveys to customers, staff or imported mail lists, with results per question
  • Goals for converted leads, new customers or income in a period

Price: CRMiUS plans start at $100 a month (Basic). Advanced (Pro) at $150 adds analytics and dashboards; Corporate is priced individually. 10% off with annual payment. 14-day free trial with full access, no bank card. Compare plans

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Looking for the sales side: pipeline, follow-ups and proposals? See the lead management system.

How a campaign runs through CRMiUS

Each step leaves a record you can open later: the lead keeps its source, the newsletter keeps its send history, the customer keeps the lead it came from.

  1. 01Lead with a sourceA web form, a Facebook Lead Ads form, a GMB Importer search or a CSV file creates the lead with source, status and assignee. sourceassignee
  2. 02Base you can filterLeads by source, status, assignee and country; customers by group, country and active or inactive status; custom fields on most records.
  3. 03NewsletterMailFlow counts the matching addresses before sending, drops unsubscribed ones and sends from a saved template. templatesunsubscribe link
  4. 04Sales take overReplies and new requests go through the sales pipeline; a converted lead keeps its source on the customer.
  5. 05Report and goalsConversion by source, by month and by staff member; goals such as “convert X leads” or “increase customer number” show progress.
SurveyCustomers, staff or an imported mail list answer your questions; results per question show what to offer next.feedback → next campaign
Lead with a source → filtered base → newsletter → sales pipeline → conversion report and goals. Surveys feed the next campaign.

Which channel brings customers

CRMiUS lead report: conversion by source for Cold Call, Facebook Lead Ads, Google Ads, LinkedIn, Referral, Trade Show and Website
Lead report “Sources conversion” in the demo company Northwind Supply Co.

Every lead carries a source: Website, Facebook Lead Ads, Google Ads, LinkedIn, Referral, Trade Show or any source you add. Web forms set the source, status and responsible salesperson on their own, so nobody has to remember to fill them in.

  • Sources conversion shows how many leads from each source became customers.
  • This week and monthly charts show when leads convert.
  • Staff report shows conversion by salesperson, so you can tell a weak channel from slow follow-up.

Revenue, invoices and dashboards for the same period are in CRM reports and dashboards.

What marketers do in CRMiUS

  • Send newsletters

    MailFlow sends a newsletter to leads (by source, status, assignee, country) and to customer contacts (by group, country, active or inactive). The count of matching emails shows before sending.

  • Respect unsubscribes

    Each email carries an unsubscribe link; unsubscribed addresses land on their own list and are skipped in every later send.

  • Reuse templates

    Save newsletter templates and pick one for the next send. The history shows who sent each newsletter, how many emails were found, sent and failed.

  • Capture leads from the site

    Web-to-lead forms set the source, status, assignee and a title prefix for every lead they create.

  • Take leads from Facebook

    The Facebook Lead Ads integration brings ad-form leads in as they arrive, from several pages, with field mapping and a sync history.

  • Find businesses on Google

    GMB Importer searches businesses by category, location and radius and turns the results (name, address, phone, email, website) into leads, one by one or all at once.

  • Ask customers

    Surveys with checkbox, radio, text and required questions go to customers, staff or imported mail lists; emails are sent in hourly batches and results are shown per question.

  • Set targets

    Goals per staff member and period: convert X leads, increase customer number, achieve total income, X estimates converted.

Retention: marketing to the customers you already have

The customer base in CRMiUS already holds groups, countries, invoices and support history, so repeat offers start from data you have:

  • Customer groups (for example wholesale, retail, partners) become newsletter audiences in one click.
  • Active and inactive customers get different newsletters: news for active ones, a reason to come back for inactive ones.
  • Surveys after a delivery or a closed ticket collect satisfaction while the experience is fresh.
  • The customer portal shows each customer their invoices, estimates, projects and tickets, and lets them pay online.
  • An AI voice assistant (CRMiUS PilotAI) calls and follows up leads; details on AI functions.

Customer cards, contacts and groups are described on customer and contact management. Repeating steps run on their own: the web form assigns each lead to an owner, and CRMiUS Automation rules change the status, priority or assignee of follow-up tasks; see process automation.

How to test CRM marketing in 14 days

A short plan for the trial. The live demo already has leads from seven sources and the lead reports, if you want to look first.

  1. 01

    Start the trial

    Full access for 14 days, no bank card.

  2. 02

    Name your sources

    Website, Facebook Lead Ads, referrals, events: the list you will compare later.

  3. 03

    Connect the channels

    Put a web-to-lead form on the site, connect Facebook Lead Ads, import last year’s list from CSV.

  4. 04

    Send one newsletter

    Pick a customer group, save a template with the unsubscribe link and send.

  5. 05

    Read the report

    Open “Sources conversion” and see which channel produced customers.

Works together with

Who uses CRM marketing in CRMiUS

  • Online stores

    Customer groups for repeat newsletters and surveys after delivery; see CRM for online business.

  • Shops and retail chains

    Newsletters by customer group and country next to sales and stock; see CRM for retail.

  • B2B suppliers and distributors

    GMB Importer finds businesses by category and city, sales follow them up in the pipeline.

  • Service companies

    Facebook Lead Ads and site forms in one list, conversion by source decides where the budget goes.

CRM marketing price

Prices are per month in USD; annual payment saves 10%, and from 10 users the terms are individual. Configuring modules for your team is one of our additional services, together with training and 24/7 support.

Basic

$100

  • Contacts and customers
  • Tasks and projects
  • Google Workspace
  • Key reports

Advanced (Pro)

$150

  • Everything in Basic
  • Analytics and dashboards
  • Finance module
  • Time tracking
  • Helpdesk

Corporate

Individually

  • Everything in Pro
  • POS terminal support
  • Personal manager
  • Module and interface customization
  • Priority support

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Questions and answers

What is CRM marketing?

Marketing that runs on CRM data: leads are captured with their source, customers are grouped, newsletters and surveys go to chosen parts of the base, and reports show which source turned leads into customers.

Can I send newsletters from CRMiUS?

Yes, with CRMiUS MailFlow. Choose leads by source, status, assignee or country, or customers by group, country and active status; the count of addresses shows before sending. Templates are saved, and the history keeps how many emails were sent and how many failed.

How are unsubscribes handled?

Each newsletter carries an unsubscribe link. Addresses that use it go to the unsubscribed list and are removed from every later send automatically.

Does CRMiUS integrate with Facebook Lead Ads?

Yes. Leads from Facebook Lead Ads forms arrive as they are submitted, from one or several pages. Field mapping sets which answer lands in which lead field, and the sync history lists every import.

What is GMB Importer?

A CRMiUS module that searches businesses on Google by category, location and radius and imports them as leads with name, address, phone, email and website. Leads get an assignee and their own source, so the report shows how this channel converts.

How do I see which source brings customers?

Open Reports → Leads. “Sources conversion” shows converted leads per source, with weekly, monthly and per-staff views next to it. The source stays on the customer after conversion.

Can I run customer surveys?

Yes. A survey can hold checkbox, radio, text and required questions and is sent to customers, staff or imported mail lists. Results are shown per question, with all text answers.

How much does CRM marketing cost in CRMiUS?

Plans start at $100 a month (Basic); Advanced (Pro) at $150 adds analytics and dashboards, Corporate is priced individually. Annual payment saves 10%, and every plan starts with a 14-day free trial without a bank card. All plans.

Modules

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  • from $100 / month
  • 30+ connected modules
  • 5 interface languages

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