Johnder Perez

Email Marketing with Your CRM


Chapters in this guide
  1. What Is a CRM & Why You Need One
  2. Excel & Your Phone Are Not CRMs
  3. The Best CRM Is the One You'll Use
  4. Three CRMs to Consider
  5. Getting Started with Your CRM
  6. Organizing & Importing Contacts
  7. Attention to Detail
  8. Tags, Categories & Segmentation
  9. Automations & Workflows
  10. Email Marketing with Your CRM
  11. Touch Points & Contact Strategies
  12. Lead Generation for Your CRM

Your CRM isn't just a contact list — it's a marketing machine. One of its most powerful capabilities is sending targeted email campaigns to your database. Done right, this keeps you top of mind, generates referrals, and positions you as the go-to agent in your market.

✉️ Types of Email Campaigns

📰

Newsletters

Regular updates (weekly or monthly) with market insights, new listings, tips, and community news. Your bread and butter.

💧

Drip Campaigns

Automated email sequences triggered by an action (new lead sign-up, post-closing, etc.). Set it and forget it.

📣

Announcement Emails

One-time sends for new listings, open houses, price reductions, sold notifications. Time-sensitive and targeted.

🎓

Value Emails

Educational content — home maintenance tips, renovation ideas, tax info, neighbourhood guides. Builds authority.

🔄

Re-Engagement

Campaigns targeting contacts who haven't opened your emails in a while. 'Still interested in the market?'

Mass Email vs Personal Email

There's a critical difference between mass marketing emails and personal one-to-one emails. Your CRM should handle both — but never confuse them.

Mass Email (One-to-Many)

  • • Newsletters and market updates
  • • New listing announcements
  • • Open house invitations
  • • Holiday greetings
  • • Sent via CRM's email marketing tool
  • • Uses templates and merge fields
  • • Must include unsubscribe link

Personal Email (One-to-One)

  • • Follow-up after a showing
  • • Birthday or anniversary message
  • • Market analysis for a specific client
  • • Referral thank-you
  • • Sent from your connected email
  • • Personalized and specific
  • • Feels human, not automated

📧 Crafting Effective Mass Emails

Subject Line Is Everything

50% of your email's success depends on the subject line. Keep it under 50 characters, create curiosity, and avoid spam triggers like 'FREE' or ALL CAPS.

Write Like a Human

Your emails should sound like you, not a corporation. Write conversationally. Use 'I' and 'you.' Share opinions. Be personable.

One Email, One Goal

Every email should have ONE clear purpose and ONE call to action. Don't try to announce a listing, share a blog post, and invite to an open house in the same email.

Segment Your Sends

This is where tags pay off. Send buyer tips to buyers. Seller strategies to sellers. Neighbourhood updates to people in that neighbourhood.

Mobile First

Over 60% of emails are opened on mobile. Use short paragraphs, large buttons, and test on your phone before sending.

🚫 How to Avoid Getting Flagged as Spam

✓

Always include an unsubscribe link — it's the law (CASL, CAN-SPAM)

✓

Only email people who have opted in or have an existing relationship with you

✓

Avoid spammy words: 'FREE,' 'ACT NOW,' 'LIMITED TIME,' '$$$$'

✓

Use a consistent 'from' name and email address

✓

Don't use ALL CAPS in subject lines

✓

Keep your image-to-text ratio balanced — don't send image-only emails

✓

Clean your list regularly — remove bounced emails and inactive contacts

✓

Authenticate your email domain (SPF, DKIM, DMARC) — ask your CRM support to help

🔑 Key Takeaway

Your CRM's email marketing tools are most effective when combined with proper segmentation. Send the right message to the right person at the right time — and always sound like a human, not a robot.