lemlab

How to start a professional email: 25 high-conversion greetings & intro lines

lemlist team
LAST UPDATED
September 6, 2024
READING TIME
7 min.

Ever gotten stuck figuring out how to start a cold email?

It’s tough to come up with a greeting and opening line that will keep the recipient hooked, especially if you don't know the recipient.

Consider this your guide to avoiding writer’s block and making a personal connection with your email prospects.

We analyzed the data from millions of lemlist cold outreach campaigns to figure out how to start emails that get the highest open and reply rates. Plus, 25 examples of greetings and opening lines that convert.

Before you dive into the best opening lines, take advantage of our free cold email generator below

Why is the start of your professional email so important?

The subject and first line of your cold email are what determine if the recipient actually opens your email and reads what you have to say. That’s because this is the only content that they can see as soon as they check their inbox.

So if you haven’t optimized these details, there’s less of a chance that your email actually gets read.

Think about the typical inbox layout. Generally it will look like this:

A screenshot of an email inbox. The sender name, subject line, and intro lines of each email are the only visible sections upon first look.

Your prospect’s decision to open your email depends on your name, subject, and the first few words of your email.

So the goal is to make your email stand out, and to make prospects want to open your email without thinking that they're just one more person on your list.

For example, take a look at this email introduction:

An example of an email preview in the inbox. It reads: subject - "presentation of digital expert company," preview - "Good morning Lucille, I work at Digital Expert company and our go..."

It’s descriptive, but a bit boring. It focuses on the sender, without paying any attention to the recipient.

Now, check out this optimized version:

A screenshot of an email in an inbox. The preview reads: subject line - "collaborate?" preview - "Hi Lucille, let me just say I'm a big fan of lemlist. Just so you know I genuinely think that,..."

It's got a sharper subject line, and the greeting gets right to the point. The opening line focuses on the prospect (lemlist) and shows that the sender is focused on them.

In fact, this email got a 90% open rate - the opening line and subject made people want to know what was inside.

Not only that, but once your subject line and greeting inspire prospects to open the email, its opening line is a key factor in whether they read the rest of your message, and ultimately take the action you’d like them to take.

Now, what does the data say about the best way to start an email?

What is a good professional email opening?

According to our 2023 analysis of millions of cold outreach campaigns, the best way to start an email is with a 4-12 word opening line that gives value to the prospect. That means: start your emails with a concise opener that focuses on the person you’re emailing (not on you!).

Let’s take a closer look at that data.

To test the best email opening lines, we examined the first full sentence of millions of emails, excluding the greeting (e.g. after phrases like “hello {{firstName}}”).

First, we wanted to get an idea of how long the start of your email should be: should it be short, to grab attention, or long enough to give more context?

According to the data, the highest-conversion opening lines were between 4-6 words. Opening lines with 7-12 words also performed well, so we recommend that you aim for a sweet spot between 4-12 words.

Here’s the full breakdown:

A bar graph with the title "how long should your email opening line be?" The Y axis shows the "average reply rate" and the X axis shows 5 bars with 1-3, 4-6, 7-12, 13-16, and 16+ words. The bars with the highest reply rates are 4-6 and 7-12, followed by 1-3, 16+, and 13-16

Now that you know how long your opening line should be, what is the best way to actually write it?

To test that, we grouped opening lines into different categories, based on whether they contained certain words or phrases.

The categories are:

  • Introductions: “Hi, my name is [Name],” “Nice to meet you,” “To introduce myself…” etc.
  • Prospect-focused: “congratulations {{firstName}}!” “I saw your post on…” “You might like to hear…” etc.
  • Small talk: “Hope you had a lovely week” “I hope this email finds you well” “I hope you’re well,” etc.
  • Giving value: “Here’s my feedback on…”, “here’s a free [product / service]”, “Do you want…?” etc.

We generated an AI-powered database of hundreds of words and phrases that fell into each type of opener, and then used that to categorize millions of real cold email opening lines that lemlist users have sent.

Once we had thousands of email openers in each category, we found the average reply rate of each type of opening line.

Here is how each type of opening line performed:

A bar graph with the title "how should you write your email opening line?" the y axis shows the average reply rate, and the x axis is labeled "type of email opening line." The 4 bars show Introductory, focused on prospect, small talk, and delivers value. The delivers value bar is the highest, follows by introductory, focused on prospect, and small talk.

The opening lines that got the most replies were those that provided value to the prospect: offering feedback, giving a free service or advice, providing expert insight, etc.

Other methods like classic introductions or commenting on the prospect’s recent activity can also pique a prospect’s interest.

Small talk was the least successful category, so if you want to start an email with casual chit-chat, you’ll need to make sure that it’s well-targeted to your prospects.

Of course, there are many other factors in a cold email campaign that contribute to the reply rates. You’ll want to optimize not only the start of your email but also its subject line, call-to-action, signature, and your cold email copywriting as a whole.

Now that you know the data behind email opening lines, here are some examples of the best way to start an email.

25 best ways to start an email (greetings and opening lines)

First, we’ll start with the greetings.

Keep in mind that with an email greeting, you should:

✅ Align your email greeting to your prospects' tone of voice

✅ Personalize your greeting with the prospects' name

✅ Match your greeting with your email's context

For the full guide on picking the perfect cold email greeting, use this list of 20+ email greeting examples.

1. Hi / Hey / Hello {{firstName}}

You can’t go wrong with a classic: simply say hello!

This is a great greeting for when you’re reaching out for the first time to this person, and you aren’t sure about what tone to take.

If you’d like to err on the side of caution, pick “hello” over “hey” or “hi” so you don’t come off as too casual.

Just make sure that you include their first name - and double-check that you’ve spelled it correctly.

2. I hope you’re having a great week, {{firstName}},

A longer greeting that incorporates a bit of small talk, this allows you to open the email politely, and then get straight to the point.

If you use a greeting like this, we recommend you follow up with an opening line that immediately delivers value to the prospect. Don’t follow it up with chit-chat openers like “I hope this finds you well.”

You’ve already broken the ice in your greeting, so use the first line to deliver your message! You’ll see examples of to-the-point opening lines further down in this list.

3. {{firstName}}, I’m reaching out to…

If you’d like to deliver your message as directly as possible, start your email with this greeting.

You can add a personal touch by using your prospect’s first name, so it doesn’t come off as too blunt or impersonal.

At the same time, there’s no fluff: your prospect sees immediately why you’re contacting them.

Depending on the length of the subject line, they’ll be able to read why you’re reaching out to them in the preview in their inbox. That makes your email stand out, and it saves the recipient time - which makes them more likely to respond.

4. As promised {{firstName}}, here’s…

This greeting is a to-the-point example for when you’re following up after having already spoken with your prospect.

It’s direct, referencing a conversation you’ve already shared, and immediately communicates the value of this email: a deliverable that the prospect has been waiting for.

5. Following up on our meeting, {{firstName}},

Another follow-up greeting, this one is appropriate if you haven’t already agreed to send something after the meeting.

It keeps the conversation going and encourages your prospect to reply by reminding them that you’ve already met in person.

We recommend you include a recap of what you and the prospect spoke about, then give them clear and simple next steps to move them down the funnel.

6. {{firstName}}, can you please update me on…

If you have already met this person and they have agreed to follow up with you, this is a good greeting to use to check in on their progress.

You keep it polite with the “please” but show right away what your expectations are with the message: to be kept up to date on what the two of you have already discussed.  

If you want it to sound less severe, you can add a “hi” or “hello” before {{firstName}}.

7. {{firstName}}, it was great to have you at…

Here is a greeting for prospects who have attended a talk, webinar, or other event that you’ve hosted.

It’s a good idea to send emails with this kind of greeting to everybody who came to your event, to keep them engaged.

This communicates your appreciation (”great to have you”) and makes it feel personal by using their first name.

Use the rest of the email to provide them with additional helpful info that relates to the event they attended, or to make a pitch that connects to the same topic.

8. Following up on my last email {{firstName}},

A classic follow-up greeting, this is a good one to use for slightly more formal prospects who haven’t responded to the first email.

If you’re unsure of the best tone of voice to use with this person, this greeting is nice and neutral.

By the way, there is nothing wrong with sending a follow-up if the recipient doesn’t immediately reply - in fact, it increases your chances they'll get back to you.

9. Thanks for getting back to me / Thanks for the update {{firstName}},

Here’s a greeting to use for prospects that have replied, to give them some appreciation for having taken the time to get back to you.

Especially if your first email was a cold email, meaning the recipient had no other connection with you, this kind of greeting is great for moving the conversation along and building a relationship.

10. Great to hear from you {{firstName}},

One last follow-up greeting.

This one helps the prospect feel appreciated and interested in continuing the conversation. It sounds a bit like you’re responding to an old friend and opens up the exchange for a casual dialogue.

Now that you’ve got 10 email greetings to choose from, let’s move on to 15 opening lines that will hook prospects and inspire them to act.

11. “Hope you had a lovely week - my name is [name], and I work at [company].”

As we mentioned in the data above, small-talk opening lines like this are among the least successful types of openers.

However, this example is a classic, meaning more formal prospects will likely prefer it.

If you target this kind of opening line to the right prospect and tailor the rest of your email to clearly communicate the benefit you can offer, it can still convert.

Here’s an example of a successful email with this opening line:

Subject: Dear {{firstName}}, shipping offer for you!
I hope you had a lovely week so far - By way of introduction, my name is Anna and I work at Convelio, the fine art shipping compnay.
I hope you don’t mind me reaching out, as I visited your website earlier today, I thought that there might be some nice synergies between {{companyName}} and Convelio.
To give you some background information, Convelio is currently helping 2000+ dealers to save up to 40% of time and costs when shipping internationally. We are able to offer competitive, instant quotes and to ship from and to every location around the world.

In fact, Anna’s gallery-specific email template got an 88% open rate with this intro line. Similar template can be find here.

12. “How about I [create a positive business impact] for you, for free?”

The data shows that opening lines that immediately deliver value get the highest reply rates. An opening line like this one does just that, with an offer that’s tough to decline.

Here’s an example of an email with this opening line. Notice how Romain connects the opener with a concrete pain point that is relevant to the prospect.

Hello {{firstName}},
How about if I try to bring you customers over the next seven days, completely free?
My name is Romain Carpentier, and as I have built prospecting data software, I seek to demonstrate its value by bringing initial contacts to certain consultants. Your site highlights impressive references (FreelanceRepublik, EDT ENGIE…), and that’s why I thought of you!
Having a lot of contacts who could be interested in your PPC services (in particular), the idea is to bring you first contacts by email.
Then it’s up to you to continue the conversation and close them if there is a “match”.
Would you be interested in doing this?

This prospecting cold email got an 84% open rate.

13. “Decided to send you and {{teammate}} my feedback on {{companyName}}.”

Another opening line that immediately delivers value, this option requires you to do a bit of research.

You’ll need to follow the opener with real, concrete feedback on the company. It should tie into the offer you have for them and position you as an expert on the subject.

Plus, if you’ve been following this person on social media and have seen them share a specific pain point, you can make this even more personalized by offering them feedback on that specific issue.

Here’s an example of a successful email that used this opening line:

Subject: Feedback about {{CompanyName}}
Decided to send you and your teammate {{Teammate}} my feedback on {{companyName}}.
I found {{CompanyUrl}} while searching for the best {{Industry}} websites in {{City}}.
It looks users amicable and has an invidual design. I sincerely like it.

This cold email selling to e-commerce clients got an 80% open rate.

14. “While chatting with {{mutualConnection}}, they told me I HAVE to [talk to you / bring you on as a guest / reach out, etc.]”

Bringing up a mutual connection in your opening line creates an immediate link between you and the person receiving your email.

Here’s an example of this opening line successfully bringing in a heavy-hitting podcast guest:

While interviewing Morgan Ingram, he told me I absolutely have to get in touch with you and bring you as one of my next guests.

Plus, I just finished watching your recent video on prospecting in the time of a global pandemic, and it just adds to all of that.

With this kind of opening line, it is easy to transition into a conversation.

The prospect sees it as an implicit recommendation from the mutual connection, which lends you extra credibility.

15. “What if {{ceoFirstName}} heard you’d [created positive business result] by 50%?”

For a powerful opening line that allows your prospect to imagine a clear business result, give this one a try.

It delivers value right off the bat, with an exciting metric that the prospect could attain if they respond to your email. Mentioning a team member, manager, or CEO of the company they work for makes it even more personalized.

Here’s an example:

Hey {{firstName}},
What if {{ceoFirstName}} heard from you that you’ve managed to increase the numbers of deals in your pipeline by 50%.
Wouldn’t that be cool? ;)
Gabriel Frasconi, Head of Sales at Zendesk, was able to say so as thanks to lemlist, his sales team was able to increase his open rate from 35 to 75% and book 2x more meetings.
Let’s have a coffee to discuss how we can do the same for you?

You’ll just want to back up this claim by putting a social proof right after the intro. Don’t pull numbers out of thin air - connect it with a real win you’ve had in this area.

16. “Just stumbled on your LinkedIn profile and noticed something unique about you!”

Here’s an option for a different category of opening lines: focusing on the prospect.

LinkedIn is a powerful place to do that, as everyone includes their career info, former projects, and in some cases, posts about professional difficulties and wins.

That's a good opportunity to find common ground or highlight a moment from their past experience.

For example, if you notice a change in their job title, you can use this intro line to say something like:

Just stumbled upon your profile on LinkedIn, and noticed something very unique about you.

From CTO to Director of Business Development is a pretty rare occurrence. :) It made me really curious!

Showing your interest flatters the prospect and shows that you understand the position they’re in.

You create a connection, which you can then transition into the message or business offering that you want to send.

17.“I love [common interest], and I’m [activity related to common interest + business pitch]”

You might consider this opening line to be too close to the small-talk category to be successful.

But if you really personalize it to the recipient’s interests and connect it with your pitch, you’re inviting them to respond.

Here’s an example:

Subject: Caffeine Atlanta, the king of Atlanta
Hi Sarah,
I’m caffeine adict, sipping my second double espresso today and it’s only 11 am.
I recently googled “best coffee shops in Atlanta” and noticed your competitors are ranking higher than Caffeine Atlanta.
cafe atlanta cold email

This email came from a coffee-addicted marketer who was looking to do some marketing work for a local coffee shop. Starting off this way showed that they have a personal interest in the shop and fit the narrative of the business pitch.

Thanks to this tailored opening line, this email got an 81% open rate.

18. “I saw [recent social media interaction] and thought we should connect.”

Another opening line that focuses on the prospect, this option is a good opportunity if a prospect has interacted with one of your posts on social media.

It proves that the reader is already interested in your work, and that you have an established connection.

After this line, it helps to build your credibility further by offering even more in-depth information on the subject that the prospect interacted with.

Here’s an example:

Subject: {{firstName}} thanks for your answer!
I saw you voted on my LinkedIn poll about link-building and thought we need to connect.
Based on your answer I understood {{linkBuildingMethod}}, but did you tried other strategies? This is something I do on a weekly basis so it’s always interesting to exchange knowledge and see how other people do it. :)

When Daria used this opening line in her campaign, she got an 85% reply rate.

19. “[funding amount or milestone] - well, you did it!”

If you’re targeting prospects that have hit certain milestones or are making big changes (e.g. funding rounds, hiring, IPOs, acquisitions, etc.), use this opening line to congratulate them.

Once you’ve done that, connect their milestone to your pitch to drive interest.

Here’s an example of a campaign that paired this opening line with a humorous personalized image to grab the prospect’s attention:

Subject: You’re funded - now it’s on you {{firstName}}!
Hey {firstName} - just kidding {{firstName}} ;)
{{amount}} - Well you did it!
I assume there is a lot of pressure on you now to scale the business faster.
When we raised our Series A, we focused on the cold emailing campaigns and for me the first months felt like running endless trial-and-error marathons.

20. “Just saw that you recently became [name of promoted role] at {{companyName}}!”

In addition to a company's milestone, you can also use the opening line to celebrate someone's promotion.

This creates an even more personal connection between you and the reader, as it shows you’re not only following the company news, but also their progress as an individual.

Here’s how a member of our team used this kind of opening line to connect with a prospect:

Just saw that you recently became Director of Business Operations at {{companyName}}.

It must be exciting to lead a team for a project with such a cutting-edge approach to customer relationships management!

21. “[news in prospect’s industry] - I would love to hear your take on this.”

Again, this kind of opening line could fall into the small-talk category, but if you target it well, it will stand out to your prospects.

Use industry news to position yourself as an expert in a domain that matters to the recipient, and to build credibility for yourself. Make sure that it’s truly relevant to your prospect’s work and to your pitch for the best chances of them booking a meeting with you.

Here’s an example of a successful email with this opening line:

Subject: Virtual Reality - More than a buzzword, {{firstName}}?
Hey {{firstName}},
Now that people can’t leave their houses, VR seems to be a hot topic. But maybe you are a bit like me and like to think critically and form your own opinion before jumping on a hype. Read on I’ll let you be the judge - I would love to hear your take on this.
Here are Tiledmedia we don’t just talk about VR. Instead, it is at the core of our platform and allows us to create a truly immersive experience…sort of stepping into the TV, if you will. Spoiler: It’s pretty impressive, but not as scary as this old lady makes it look.

This recruitment campaign scored a 71% open rate with this intro line.

22. “I noticed yesterday’s conversation about [topic] in the [mutual social media community / forum].”

Another intro line that makes good use of social media, this one calls out someone’s recent activity and connects your pitch with their needs.

For example, if you’re part of the same Facebook community or forum as the prospect, that shows that you share mutual interests. If you then reference a specific post or comment that the prospect made, you’re building the relationship.

Here’s one way you can use it:

Subject: Your emails going to spam? Do this
Hey Jackie,
I noticed yesterday’s conversation around email deliverability in the Cold Email Closers community. Your comment caught my attention, but don’t worry, I come in peace. 🙂
In the past two months, my team went from 3 to 8 people, with everybody sending outbound campaigns. It hit our deliverability hard, so I faced the same challenge you’re facing right now. But, there are a few things you can do to fix it and keep your open rates at 50%+. Let me show you…

Vuk got an 83% open rate with this email campaign.

23. “As promised, I’m sending [deliverable].”

Similar to one of the greetings above, this opening line gives an immediate benefit and follows up on an existing connection with the prospect.

When we asked our team for successful opening lines for follow-ups, this was one of the most common hooks.

Here are a few examples of how we’ve used it to continue the conversation with prospects:

As promised, I’m sending [XYZ]As we discussed on the call…

A short and sweet (or at least just short 😅) reminder about my previous email:

Thanks for the quick response!

It was great to see you at {{Event}}!

24. “Yesterday you attended my webinar about [topic].”

This follow-up opening line is best for when the prospect has already attended one of your events.

It’s direct, reminding them what they attended and what the topic was. Then you should continue with more in-depth information about the topic, a request for feedback, or another transition that connects with your pitch.

Here’s how Andrei used this opening line:

Subject: {{firstName}}, quick question about my revenue-driven marketing web
Hey {{firstName}},
Yesterday you’ve attended my webinar about revenue-driver marketing at The Sales Expert Channel.
Quick question: was it valuable for you? Did you get some insights?
Share, please, your feedback.

This webinar follow-up template got an 81% open rate

Also, a small tip for your attachments - don’t forget to name them! It makes a difference when you have a preview of the email.

A screenshot of emails in the inbox. One has an attachment with the title "image-53aef..." And another one has the file name "Tips for lemlist..."

25. “Hey there FirstName - just kidding, {{firstName}}!”

Finishing the list with a silly example - if it’s the right tone with your target audience, you can even play around with them using joking intro lines.

It helps remind the prospects that they’re more than a name on a CSV file.

Here’s how Ilya used this opening line:

Subject: empty
Heyo FirsyName,
Ahah, I’m just kidding {{firstName}} 😂
I bumped into your LinkedIn profile recently (thanks for accepting my connection request btw) and was quite impressed with what you and {{companyName}} have beel up to.
So, i thought you might be interested in joining the fastest growing sales & growth oriented community.

Since the first line is more of a pattern interrupt than a value-add, make sure you add real information and a strong pitch to give more substance.

Ilya used this campaign and got a 55% open rate with 1000+ emails sent.

P.S. You can engage your leads with AI generated icebreakers, tailored to each of your leads (without any manual work!)

7 greetings and opening lines to avoid in your cold emails

Remember: your cold email is the first thing your prospect will see about you. The cold email determines the relationship you'll have with your prospect.

It's hard to get the beginning of a cold email right, but it's easy to ruin it!

Here are 7 greetings and opening lines you should absolutely avoid if you want to convert your prospects.

1. Dear {{firstName}} {{lastName}},

This greeting is too formal for most sectors, unless you're targeting a very traditional company or institution.

2. Dear Sir or Madam,

Dear Sir or Madam is a greeting to forget in cold email. This polite formula is not personalized and is not conducive to building a relationship with a prospect, as it puts a lot of distance between you and your target.

3. My name is {{yourName}} and I’m contacting you…

Avoid starting your cold emails by talking directly about yourself. Besides, this opening line is not original and brings no value to your prospect.

4. How are you {{firstName}}?

Don't ask your prospect how he's doing, simply because you don't know him yet. Moreover, this adds a question to your cold email and requires an additional action on your prospect's part.

5. Hey {{firstName}}, can you do me a favor?

Just like the previous opening line, this one is asking too much. Your prospect don’t have any favor to do for you, since he doesn’t know you yet. A favor can also be something long or costly. If your prospect read this opening line from his inbox, he may not open your cold email.

6. Hello {{firstName}}, let me introduce myself!

This opening line is too focused on you. Don’t forget: you have to deliver value directly and be catchy. Your prospect first wants to see what you have to offer. Then you can introduce yourself in more detail.

7. {{firstName}},

This greeting is personalized, which is great for your cold email outreach. However, it's not warm enough to create a close relationship with your prospect.

Key takeaways: how to start an email

To sum up, here’s everything to keep in mind about how to start your emails:

  1. Grab attention: Your email's subject and opening line are crucial to stand out in busy inboxes. Keep your opening line concise, engaging, and focused on providing value to increase the chances of your email being opened and read.
  2. Make it skimmable: Busy professionals don’t read in-depth: they skim. Write opening lines at 4-12 words to get the message across, quickly.
  3. Personalize at scale: Address prospects by their first names, and use a tone that is a match for your target audience.
  4. Deliver value early: Provide immediate value to the recipient in your opening line. Share insights, solutions, or valuable content that matches their needs.
  5. Leverage social proof and connections: Mention mutual connections, recent interactions, or industry news to establish a connection and credibility.

The most important factor in high-conversion email campaigns is making them personalized to every prospect. But it will take hours out of your day to manually target every single email to include your prospects’ first names, pain points, common interests, etc.

That’s why we recommend using a tool like lemlist, which allows you to personalize at scale with custom intro lines, images, dynamic landing pages, video thumbnails, and more. You simply upload your leads, fill out their information, and lemlist will personalize each email for you.

You can send your first personalized campaign right now, for free. (We won’t even ask for your card info!)

lemlist team
Your source of actionable outreach tips and strategies that will help you get replies and grow your business.
Get weekly outreach tips
SHARE THIS ARTICLE
Thanks! You've successfully subscribed to lemlist newsletter
Oops! Something went wrong while submitting the form.
G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Complex sales structures and businesses of all sizes
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
ERP vs. CRM
ERP
CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
Integrated Calling
Integrated Calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
Best overall operational CRM
4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
$64.99/user/month billed annually
Free plan for very small teams up to 10
CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
Step 5: Track and analyze campaign performance to identify areas for optimization.
Outcomes
Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization
Table
CDP Software
CRM Software
Approach
Data-centric
Customer-centric
Focus
Interactions across various channels and touchpoints, both online and offline.
Sales, marketing, and customer service interactions.
Functionality
Automatically collects, organizes, tags, and makes data available in real-time.
Helps businesses track customer interactions, sales pipelines, prospects, and service requests.
Goals
Personalized customer experiences across all channels.
Better customer relationships, streamlined processes, and improved profitability.
Benefits
Data integration, management, and accessibility, allowing for detailed analysis and segmentation.
Better communication within teams and with customers by organizing information about customer interactions and history.
Data Handling
Handles both identified and anonymous data, stitches together various data points.
Deals primarily with identified customer data.
Use Cases
Personalized marketing campaigns, targeted advertising, content customization across multiple channels.
Managing campaigns and leads, enhancing customer service, providing better customer support, increasing customer satisfaction and loyalty.
Examples
Insider, Bloomreach, Salesforce Marketing Cloud CDP
HubSpot, Salesforce Sales Cloud Lightning Professional, and Zoho CRM
CRM
Free plan
Best feature
Best for
Con
1. HubSpot CRM
square-check
Sales automation
Sales teams
Up to 1,000 contacts
2. Insightly
square-check
Custom fields
Basic needs
Not enough info about the free plan
3. Agile CRM
square-check
Deal and sales pipeline tracking
Small teams
Up to 10 users
4. Zoho CRM
square-check
Lead and contact management
Businesses of all sizes
Limited to 3 users
5. ClickUp
square-check
Unlimited tasks and unlimited members
Personal use
Up to 100MB storage
6. EngageBay
square-check
Live chat
Small and midsize enterprises
Up to 1,000 branded emails per month
7. Bitrix24
square-check
Unlimited users and 5 scrum teams
Big teams
Up to 5GB of cloud storage
8. FreshSales
square-check
Easy to use and simple setup
Beginners
Up to 3 users
9. Mailchimp
square-check
Very beginner friendly
Marketing teams
Send up to 500 branded emails per month
Type of Affiliate Marketing
Unattached
Related
Involved
Format
Paid advertising
Social media or YouTube channels
Dedicated website or blog
Focus
Quick income
Your niche
Your audience
Engagement with your audience
square-xmark
square-check
square-check
square-check
square-check
Very close connection with your audience
Pro
Little effort
Higher credibility thanks to your niche
Long-lasting and scalable
Con
Paid ads cost a lot
Potential for bias since you don’t use the thing you promote
Require time, effort, and dedication

What you should look at next

lemlab

10 best ways to find leads online

On average, organizations generate nearly 2,000 leads a month and nearly 90% of that is from online lead generation.
April 30, 2024
lemlab

8 Strategies to re-engage and convert lost leads

With the right re-engagement strategy, you can spark your leads' interest again and convert them into loyal customers.
April 30, 2024
lemlab

Call Tracking and Analytics: How Does it Work?

Your customer support and sales team are the window into what your customers want from your business.
April 18, 2024
lemlab

Guide to Performance Improvement Plan (AKA PIP) in the workplace

Your team should run like clockwork. Learn how to make use of a PIP to make sure that no one gets left behind.
April 16, 2024
lemlab

Lead Generation: The Ultimate Guide

You've started your business, now you need to know who to target! Find out how to start generating leads and get 7 lead generation strategies.
February 6, 2024

What you should look at next

Receive weekly outreach tips in your inbox, sent to 210 000+ salespeople, marketers, founders, and entrepreneurs worldwide!

Subscribe to the lemlist newsletter
You've successfully subscribed to the lemlist newsletter!
Oops! Something went wrong while submitting the form.