Email design best practices for your CRM

Email design best practices for your CRM

Customer relationship management (CRM) is the cornerstone of running a modern business. Using the latest technology is essential for seamless interactions with your current and potential customers. Moreover, staying on top of technological advances is key to the success of your marketing campaigns and your profitability as a whole.

Proper CRM tools allow everyone in your company to better manage their relationships with customers, record various service issues, and operate your marketing campaigns.

Moreover, such tools can help you manage your relationships with your suppliers and record keepers. Knowing the best email design practices for your CRM will improve those interactions and make your company’s outreach and customer satisfaction that much stronger.

Know your Brand

Your entire staff can interact with customers through information stored in the CRM system.

Storing this information on one system is essential to streamlined customer relations and optimal communication.

This streamlining also means that brand recognition is as important as ever. This is especially important for emails between the company and the customer.

Moreover, it becomes imperative to ensure that your brand appears in the sender field of the email. These emails should also be labeled in the “to” field with a recipient’s name, rather than their email address.

Brand reputation can depend on creating that personal relationship with a customer. Simply labeling them as the personal recipient of your emails can go a long way to helping keep your brand relatable, sustainable, and professional.


Legibility is extremely important for any company hoping to optimize its CRM’s email practices.

Your company’s emails should use short, clear sentences and short paragraphs, divided into separate contents and spaced out evenly. This way,  every customer can read it easily.

Legible, commonly used font types are also a must. In addition, bullet-pointed sections are important to draw your customers’ eyes and help them conceptualize the information you’re trying to communicate.

Headers and Footers

Headers and pre-headers are especially important for marketers. This is because email apps allow potential customers to see the snippet of the top of the email in their inbox.

Much of your CRM system’s success depends on marketing to potential customers, getting their attention, and putting your company’s brand first.

Even footers should not be considered least important because they come last in the email.

The best email design practices for footers tell you to include your company’s contact information. Moreover, you should include links to your website or product pages. Finally, it is important to incorporate icons used to share and forward your information to the customer’s friends on social media.

Another important addition to your footer is the “Why are you receiving this email?” blurb. Adding this feature makes it less likely for your company’s emails to be automatically sifted into your potential customers’ spam folders.


Knowing the intentions of your specific email campaigns is the first step to understanding how to create the best layouts. If you have several products or services to cover, you may need a navigation bar to help potential customers easily sift through the information.

You should also clearly designate each separated section and consider a table of contents to compartmentalize longer messages.

A good CRM system helps you manage information about existing and returning customers. This way, you can get the right leads in your sales campaigns and focus on the right customers. This allows you to know what kinds of layouts work for which kinds of campaigns.


A customer relationship management system is the outgoing ambassador between your company’s mission and your potential and current customers.

If the system is working properly, it should be storing all the information you need about your clients’ contact information and their preferences. Moreover, it should store their sales histories to make your representative’s interactions with them run as smoothly as possible.

Knowing the best email practices will help you use this information to initiate this relationship and ensure continuous and productive interactions.