Email Marketing for retail

Email Marketing is a native CRMconnect module synced with your entire commercial ecosystem - leads, opportunities, customers, and suppliers - allowing you to run segmented campaigns directly from your CRM data without manual imports or external tools. In retail, the customer moves between the store, the phone and online, and their history breaks across separate systems. The module runs on top of the ERP you already use, and the store teams, the call centre and marketing teams work on the same data, in real time.

Email Marketing for retail

Start free, with a real flow from your retail company, and decide once you see the result.

Coordonator de operațiuni verificând comenzile pe tabletă în depozit

Why email marketing matters in retail

In retail, the customer moves between the store, the phone and online, and their history breaks across separate systems. Email campaigns synced with leads, opportunities, customers, and suppliers - no separate mailing platforms required. The result you are after is not "one more system", it is average basket value and the customer return rate.

  • Customer histories are fragmented between physical stores and online accounts
  • Multi-channel orders are tracked in disconnected spreadsheets
  • Support agents lack visibility into order status and delivery updates
  • Marketing campaigns rely on outdated, manually exported contact lists

What you actually get

The module capabilities, applied to the commercial flow of a retail company:

  • **Segment campaigns** using real-time CRM data, such as order history, industry, or lead status.
  • **Track campaign results** (opens, clicks, conversions) directly within the contact's profile.
  • **Eliminate data silos** and the risk of outdated mailing lists caused by manual exports to external tools.
  • **Automate workflows** by converting campaign responses into new pipeline opportunities automatically.

How it works

Campaigns are built using contact segments filtered directly within the CRM. All interactions-such as opens, clicks, and unsubscribes-are written back to the contact profile in real-time and can trigger automated tasks or new sales opportunities.

On top of the ERP you already have

CRMconnect does not replace your ERP. It connects over API and syncs master data, prices, stock, balances and documents, so the accounting ledger stays where it is while the commercial teams work in an interface built for selling, not for bookkeeping.

What you get beyond an isolated module

The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.

Native module, not a connector

Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.

One master data set

Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.

Coexists with your ERP

CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.

Fiscal documents and e-invoicing

Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.

Roles, rights and audit

Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.

Mobile and Arvis AI

The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.

How the module reaches production, step by step

You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.

  1. 1Free account and structure setup: users, roles, access rights.
  2. 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
  3. 3Workflow configuration: stages, approvals, notifications and owners per step.
  4. 4Connection to your existing ERP so documents flow both ways.
  5. 5Role-based training and a pilot with a small team, in parallel with the current process.
  6. 6Go-live for the whole department, with reports and alerts active from day one.

Frequently asked questions

Is Email Marketing a good fit for a retail company?
Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in retail: fields, roles, approval rules and reports. It is not a separate product edition, it is the same platform configured for your context.
Do we have to change our ERP to use the module?
No. Integration runs over API with your existing ERP. Invoicing, e-Invoicing and reconciliation can run in CRMconnect, while the final records stay in sync with the ERP.
Do I need a separate email marketing tool alongside my CRM?
No, campaigns are created and sent directly from CRMconnect, utilizing your existing contact segments and native data.
Do campaign results influence lead scoring?
Yes, email opens and clicks can automatically update qualification scores used within the Lead Management module.

Questions about the platform and implementation

Do I have to drop my current ERP to use the module?
No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
Are the modules native or integrated third-party apps?
Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
How long until the module is live?
The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
How is the implementation cost calculated?
By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
Where is the data hosted and who can access it?
Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.

See email marketing on your own data

Start free, with a real flow from your retail company, and decide once you see the result.

Start free Request a quote