Email marketing that reads the CRM directly.
The industry-standard email setup is a second database: export or sync contacts into an email tool, rebuild your segments in its query language, and reconcile the two lists forever. UnifyLoop skips the second database: campaigns send to filters over the records you already have.
- Audience source
- Live CRM filters
- Send types
- Broadcast, triggered, journey
- Contact-count tiers
- None (plans set by send volume)
- Opt-out handling
- Automatic, on every send path
The email tool is a second database. You keep it in sync forever.
Export or sync first
Contacts are copied into the email tool before anything can be sent.
Every segment, rebuilt
Each audience is defined again in the email tool’s own query language.
Billed for storing contacts
Contact-tier pricing charges for the size of your list, whether you message it or not.
No list sync, because there is no second list
An audience here is a saved filter: “customers in Texas on an annual plan”, “leads created this month with no reply”, “contacts with a lead score over 50”. The segment keeps itself current and the campaign takes it at launch, so the audience is whoever matches when you press send, not whoever matched at the last import. Personalisation pulls from the contact’s own fields, with a fallback when one is empty.
Broadcasts, triggers, and journeys on one engine
Broadcasts go out as campaigns: scheduled, paced, and tracked. Event-triggered messages and multi-step journeys run on the platform’s durable workflow engine. Both read the same records and the same segments.
- Trigger on any record change: a stage move, a signup, a renewal date approaching
- Journeys mix email with WhatsApp messages and tasks in the same sequence
- A reply lands in the inbox on the contact’s record and can end a wait-for-reply step
- Suppression and opt-outs are enforced at the platform, on every send path
- Opens, clicks, and unsubscribes tracked on a tracking domain of your own
Pricing that doesn’t punish list growth
Contact-tier pricing, the norm in email marketing, bills you for the size of your database whether you message it or not, which quietly turns keeping good records into a cost decision. UnifyLoop sizes plans by monthly email volume instead: your CRM can hold every contact you’ve ever met, and your plan is set by how much you send, not how many you store. On deliverability we’ll be plain rather than magical: authentication, warm-up discipline, and consent hygiene are what get email delivered, and the platform enforces the consent half by construction.
Four modules. One record.
Each one is a page of its own. Here is what it does for this job, all on the same contact records.
How is send-based pricing different from contact-based pricing?
Contact-based tools bill for stored contacts, so your price climbs as your database grows even if your sending doesn’t. Send-based plans are sized by the messages that actually leave. If you store far more contacts than you email (which is what a healthy CRM looks like), the difference compounds every month.
What about deliverability?
No platform can honestly promise inbox placement, so we won’t. What the platform does guarantee: proper authentication on your sending domain, opt-outs and suppression enforced on every send path automatically, and consent state carried on the record. The rest (list quality, content, warm-up) is discipline we help with rather than magic we claim.
Can I send from my own domain?
Yes. Sending is authenticated on your domain, which is table stakes for deliverability. Setup walks through the DNS records and verifies them before the first campaign goes out.
Do I still need a separate newsletter tool?
Only if you want one. Broadcasts to a filter cover the newsletter case, and the segment can be as simple as “everyone subscribed”. The gain over a dedicated tool is that a subscriber’s clicks, replies, and history live on the same record your sales and support conversations do.
Try it on your own data.
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