Bulk Email and CRM

CRM helps keep customers informed

Create templates for a consistent marketing message

Our company uses email templates in our CRM tool. A template is built and then saved. This can be a thank you for an order, a company message, part of a series of emails or what ever. Then our users can filter by a group, status, location, sales stage and mail to the group. This adds consistency to your company marketing message and makes it easy to stay in touch with customers and prospects.

In no way do we want our clients to spam. And all clients are asked to use this powerful feature for clients, and opt in prospects. The bulk email message and send time is put in the activity section of each contact  which is sent to. 

Take some care in making your templates. Templates can be built using full html; links, and mail tos can be easily added; special fonts, pictures and bulleted lists can be put into your template. Best of all the template uses standard mail merge to personalize each note. Dear <first_name>, and company name can be added to the template to add the personalized look and feel. 

Sign into a demo of CRM Pro or CRM Plus, both have this feature, to see how it works. Please remember you must add your mail server data to make outgoing mail work.