Once you collect over 1000 emails per month, we believe it's time to consider it. Otherwise we would suggest just going with a free solution like MailChimp.
The time to upgrade should be based on not only needing some more customized email features, but also what other features you want to automate together with your EMS.
For instance, Infusionsoft is an integrated EMS, sales management, and marketing platform. It has a higher price tag, but it makes many parts of a business work together seamlessly.
But do you need to have all of that working together right now? Does it fit into your current budget? How much down time will you have in getting your Infusionsoft system up and running? Will that down time cost your business in a significant way?
These are all questions that you need to answer before making the leap to a bigger CRM.
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