Automated Campaigns for Higher Engagement
Email remains one of the most effective channels for nurturing leads and retaining customers — when campaigns are targeted, timely and measurable.
We set up email marketing automation in vTiger CRM so you can build segments, design campaigns and trigger personalized emails based on customer behaviour.
Because campaigns run from CRM data, sales and marketing work from the same information. When a lead clicks a pricing email, the assigned sales rep can see it and follow up while interest is high.
Email Marketing Driven by Real Customer Data
Most email tools know an address and a name. Your CRM knows far more: what a contact has bought, which deals are open, who owns the relationship and how they have responded before. Running campaigns from the CRM lets you use that knowledge, so messages are relevant, timely and tied to sales activity instead of being sent to one big list.
We set up segmentation using CRM fields and behaviour, build branded templates and design drip sequences for lead nurturing, onboarding, renewals and re-engagement. Triggers can start a sequence when a lead is created, a deal stage changes or a contract is nearing renewal. Opens and clicks are recorded on the contact, so a salesperson can see that a prospect has just viewed the pricing email and follow up while interest is high.
Deliverability decides whether any of this works. We configure SPF, DKIM and DMARC for your sending domain, connect a reputable sending service such as Amazon SES, SendGrid or Mailgun, and set up bounce and complaint handling so bad addresses are suppressed automatically. Major mailbox providers now expect proper authentication and easy unsubscribe from bulk senders, and we build those requirements in from the start.
We also help you stay on the right side of consent rules. Every campaign includes unsubscribe handling, opted-out contacts are excluded automatically and consent status is stored on the record. Reports show sends, opens, clicks, bounces and conversions so you can see what works and improve it.
What We Deliver
Everything included in this service, from the first scoping call through to launch and support.
Smart Segmentation
Target contacts by behaviour, status, location and more.
Drip Campaigns
Automated email sequences for nurturing and onboarding.
Template Builder
Professional, branded email templates.
Open & Click Tracking
Measure engagement for every campaign.
Multi-SMTP Setup
Configure sending servers per user or campaign.
Campaign Reports
Track deliverability, engagement and conversions.
Key Benefits
What this means for your business once it is live.
Relevant Targeting
Segment by status, behaviour, location, owner or any CRM field.
Automated Sequences
Nurture, onboard and renew without manual sending.
Sales Sees Engagement
Opens and clicks appear on contacts and deals.
Better Deliverability
SPF, DKIM, DMARC and reputable senders reduce spam-folder risk.
Consent Built In
Unsubscribes and opt-outs are handled automatically.
Clear Reporting
Measure engagement and conversions by campaign.
How It Works
Segment Your Audience
Build lists from CRM fields, behaviour and lifecycle stage.
Design Campaigns
Create branded templates and automated sequences.
Send & Track
Emails are sent through reliable SMTP providers with open and click tracking.
Act on Engagement
Engaged leads are scored and assigned for sales follow-up.
Real-World Use Cases
New Lead Nurturing
Every new lead receives a five-email sequence over two weeks introducing your services and case studies.
Re-Engagement Campaign
Customers who have not purchased in six months receive a personalized offer.
Event Invitations
Contacts are invited to a webinar, with registrations and attendance tracked in the CRM.
Common Challenges We Solve
Emails Landing in Spam
We authenticate your domain and use reputable sending services with bounce handling.
Generic Mass Mailings
We segment on CRM data so each group receives relevant messages.
Marketing and Sales Out of Sync
Shared data means sales follows up on real engagement signals.
Unsubscribe and Consent Risk
We store consent, honour opt-outs and exclude suppressed contacts automatically.
Why Choose Xirgosoft
- More engaged leads and customers
- Less manual work for your marketing team
- Clear ROI tracking for every campaign
- Marketing and sales data in one place
Technologies & Platforms
Who This Is For
- Businesses nurturing leads over weeks or months
- Teams running renewals and customer onboarding emails
- Companies tired of exporting lists to separate tools
- Marketers wanting engagement visible to sales
- Organisations improving email deliverability
What Is Included
- Segmentation and campaign strategy
- Template design and automation workflows
- SMTP provider and domain authentication setup
- Open, click and bounce tracking
- Reports and dashboards
- Training and support
Frequently Asked Questions
Will our emails go to spam?
We configure SPF, DKIM and DMARC records and use reputable sending services to maximize deliverability.
Can people unsubscribe?
Yes. Every campaign includes unsubscribe handling, and opted-out contacts are excluded automatically.
How many emails can we send?
Volume depends on your sending provider. Services like Amazon SES support high volumes at low cost.
Can we see who opened or clicked?
Yes. Opens and clicks are recorded on each contact and in campaign reports.
Can we import our existing mailing lists?
Yes, but we check consent status and clean the list first so you protect your sender reputation.
Can emails be personalised?
Yes. Names, owners, products and other CRM fields can be merged into templates.
How do you avoid being marked as spam?
Authentication, clean lists, relevant content, reasonable sending rates and prompt bounce handling.
Can we send transactional emails too?
Yes. Quotes, invoices and notifications can be sent through the same configured service.
Start automating your email marketing today.
Talk to our experts today for a free consultation and quote.