Post

Sales Email Sequence & Open Source CRM

What’s up everyone,

I have been recently working with small non profit organizations to help them set up their tools and workflow. And it’s all about finding the cheapest and most powerful tool.

Salesforce/Microsoft/Google are offering amazing plans for non profits. Most of them are free or almost.

But I’m struggling to find something to create a simple email sequence from a personal email address. Like what does hubspot or other tools like that (email this guy if he doesn’t reply send this email, etc)

I ended up looking at the open source CRM (vTiger, ...). But it feels very technical to get them running, set up everything and maintain. And the feature set is not very clear.

Do you use open source CRM or something similar and what are the Pro and cons?
Or do you know a free or almost free CRM with email sequence?

Thanks a lot

Matthias

Mentioned
#HubSpot #Mailchimp #Email Marketing #CRM #Sales #Salesforce #ConvertKit #EmailOctopus
Share
NBNite's avatar
2 years ago

While not exactly a CRM, gmass.co may offer you all of the functionality that you need - and is free for the first 50 emails you send each day (the paid plans are reasonably priced if you do choose to upgrade).
The tool works as a Chrome Extension and integrates natively into your Gmail or Gsuite inbox (unfortunately, this won't work if you're using Outlook, Superhuman, or - I hope not- Yahoo). You can send drip campaigns and sequences, and customize a handful of other items, including mail merge directly from a Google Spreadsheet.

From what I understand, former Google engineers developed Gmass and have prioritized data privacy and security - just something to be weary of with all extensions that you give an incredible amount of access to.

Not sure if it fits your needs/workflow but could be worth a shot!

4 points
maguay's avatar
@maguay (replying to @NBNite )
2 years ago

That's a very clever idea, thanks for sharing! I use Zapier automations to send bulk emails via my Gmail account ever so often, but you'd hit the free account limits there after sending 200 emails.

2 points
_tthias's avatar
@_tthias (replying to @NBNite )
2 years ago

Thanks a lot for this suggestion. It's seems to be a pretty good product. But for that specific project the pricing is still a bit high.

1 point
maguay's avatar
2 years ago

Most of the free CRM options don't include email features; HubSpot, as you mentioned, has a free CRM, but you pay for the marketing tools to send drip emails and the like. And most of the email-centric tools' free plans cap the number of contacts you can send emails fairly low. Here are some ideas to start though:

  • ConvertKit now has a free plan for 500 contacts, and its focused on email automation. Might be good if you're starting out.
  • Sendinblue lets you send 300 emails per day (so around 9k/month) for free, with their full email automation. And it includes a CRM tool to manage contacts. Might work well if you send drip emails more than burts of emails to your full list at once.
  • Mailchimp's email automations are basic and even more limited in the free plan, but you can send emails for free from automations to 2,000 contacts (note they count unsubscribes towards your contact count, though).
  • A cheap-but-not-free option is EmailOctopus—it's free to send 10k emails a month (so similar to Sendinblue), and then much cheaper beyond that as it sends emails through Amazon SES which costs 10¢ per thousand emails sent and then charges a per-user fee that works out to around $2.30 per thousand subscribers. Odds are here you'd link EmailOctopus to another CRM to manage contacts (perhaps something like the free HubSpot CRM).
2 points
_tthias's avatar
@_tthias (replying to @maguay )
2 years ago

Those products are really good. But they are more aimed at mass email marketing, I was looking for something more sales oriented.

1 point
maguay's avatar
@maguay (replying to @_tthias )
2 years ago

Yup ConvertKit's going to be the closest there, though with a more limited free plan.

1 point
ezramechaber's avatar
2 years ago

Depending on the nonprofit, ActionNetwork.org might fit your needs - it’s designed for political organizations and nonprofits of a progressive bent, but the technology really is phenomenal for the space and very affordable (when last I looked you paid at-cost for their sendgrid costs and that was about it).

They have automations, integrate with Zapier (in addition to others), and their tools are geared towards a lot of nonprofit needs.

1 point
_tthias's avatar
@_tthias (replying to @ezramechaber )
2 years ago

Wahou actionnetwork seems are very good fit for all the organization needs. Did you implemente it for an org all ready ?

1 point
ezramechaber's avatar
@ezramechaber (replying to @_tthias )
2 years ago

Yep - I’ve done three or four implementations over the years. The team over there is really great.

1 point
_tthias's avatar
2 years ago

So I found hunter.io, it's an email verificator/finder that have a free email sequence tool that seems very basic but very nice.
For my simple case it's fits 100% and it's FREE. It works only with gmail.

1 point
maguay's avatar
@maguay (replying to @_tthias )
2 years ago

Is that Hunter Campaigns? Interesting—didn't realize they had an email sending tool too. How has it worked for you so far?

1 point
_tthias's avatar
@_tthias (replying to @maguay )
2 years ago

Exactly, it's works very well.
You import or sync your lead from a CRM (hubspot, salesforce, ...).
If you need you can add custom properties to have specific lead information fields.
Then you create a campaign with your first email and the follow up.
You can track the openings etc.
Basic but that's all I need.

1 point
theBetaGuy's avatar
@theBetaGuy (replying to @_tthias )
2 years ago

What are the limits in their free plan?

1 point
maguay's avatar
@maguay (replying to @theBetaGuy )
2 years ago

Hunter.io's free plans include 50 "requests" a month, which means that you can search for 50 companies or individuals, or verify email addresses which each time counts towards your request quota. Their plans start at $49/month after that for 1,000 monthly requests.

1 point
How do you manage your chat inbox?

Hey guys, first post here. As part of my work, I have to deal with and respond to a lot of incoming messages from different chats: Linkedin/WhatsApp/Signal/IG. I try to use Unreads/Archive features...

What are your favorite small, single-purpose apps?

There are plenty of advanced, powerful software filled with enough features to do almost anything. And then there are the tiny utilities that don't do much, but that are great at what they do do. ...

Do you use Readwise app? How much are you paying for the service?

I came across Readwise this week and I thought it was a very nice app. It sends emails with highlights from Kindle books, Instapaper, Pocket, iBooks and other services. It also offers the spaced re...

The community for power users.