Plenty of New Zealand businesses run on a spreadsheet, an inbox and the owner’s memory. That works until the business grows, a staff member leaves, or a customer asks what information you hold about them. A customer relationship management (CRM) system replaces those scattered notes with one organised contact database. Mailpro includes one alongside its email, SMS, forms and surveys, so the people you market to and the messages you send stay connected.
Not sure what a CRM does? Start with what CRM means for a small business.
What Mailpro’s CRM keeps together
- Contacts and lists. Import from a spreadsheet or another tool and organise people into lists. See contact management.
- Fields that fit New Zealand. Add custom fields for region, nearest branch, +64 mobile number, customer type or interests, then use them to personalise messages.
- Consent history. Use contact fields, double opt-in confirmations and unsubscribe status to keep track of when and how each person agreed to hear from you.
- Engagement. See who opened and clicked, so your sales team or front desk knows who is interested.
- Automatic updates. Online forms add new contacts straight into the right list, and the Mailpro API keeps your CRM in sync with your shop, booking system or app.
Segment by what matters locally
A national retailer may want to email only South Island customers about a store opening in Dunedin. A tourism operator might separate domestic visitors from international ones, since their booking windows and seasons differ. A membership organisation may split members by branch. With segmentation, each group gets the message that suits it, and no one gets an invitation to an event 800 kilometres away.
A CRM that helps with privacy obligations
Under the Privacy Act 2020, overseen by the Privacy Commissioner, people can ask to see the personal information you hold about them and ask for it to be corrected (IPPs 6 and 7), and you generally have 20 working days to respond to an access request. When all of a customer’s details sit in one record, answering that request takes minutes rather than a search through old spreadsheets. The same structure helps you keep only what you need (IPP 1), delete data you no longer need (IPP 9), and show consent if a question arises under the Unsolicited Electronic Messages Act 2007.
Mailpro hosts CRM data in Switzerland on private infrastructure, outside US jurisdiction, with TLS 1.3 encryption, and never sells or rents it.
Built for small teams
You do not need an administrator or a long implementation project. Import your list, map the columns, and start sending. Because Mailpro is priced by sends rather than by the number of contacts stored, keeping a complete customer history does not push up your bill. If you want to automate list-building further, our article on automating your CRM with the contacts API shows what is possible.
From CRM to campaign
Once your contacts are organised, use them in email campaigns, SMS and automated journeys. Start with 500 free credits.