Problem it solves
CRM users repeatedly compose similar messages and often have little visibility of whether emails were opened or links were used.
Reusable email templates, signatures, attachments, message IDs and open/link tracking for CRM communications.
CRM users repeatedly compose similar messages and often have little visibility of whether emails were opened or links were used.
Provide centrally managed templates and a reusable sending service that applies signatures, attachments, threading headers and optional engagement tracking.
Improves consistency, speeds up staff communication and creates reusable building blocks for manual and automated email journeys.
Smaller reusable behaviours are catalogued separately from full features.
Browse all capabilities →Configurable multi-step email journeys that send reusable templates at defined intervals based on lead or CRM activity.
Email & Communications Email Accounts & Threaded CRM InboxReusable inbound email accounts, message importing and CRM thread linking for customer and lead communications.
CRM & Customers Customer & Contact CRM CoreReusable customer, contact and address management for CRM and administration systems.
Leads & Conversion Lead Management & Conversion PipelineCapture prospects, manage lead status and convert qualified leads into CRM customers and contacts.
Leads & Conversion Landing Page Lead CaptureA reusable lead-generation landing page that can be linked to from any website. It captures enquiries directly into the CRM and can connect the new lead to appointment booking, email sequences and callback journeys.
Scheduling & Booking Calendar & Appointment BookingReusable CRM calendar plus public appointment booking that links scheduled activity back to leads and customers.