PROFESSIONAL MODULE
Consistent, branded emails everywhere.
Design and manage templates for proposals, invoices, updates, and marketing emails.
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What it does
Centralize your email templates so every message is consistent, on-brand, and easy to send from any CRM record.
Key features
- Template builder: Create rich, branded emails.
- Entity-specific templates: Leads, customers, invoices, proposals, and more.
- Quick send: Send templates directly from records.
- Centralized log: Track sent communications.
- Approval workflows: Keep quality consistent.
- Localization: English and French versions.
Why teams love it
- Brand consistency: Every email looks professional.
- Faster sending: No more copy-pasting.
- Compliance ready: Ensure required footers and links.
Ready to clear the chaos?
Join small teams operating like big businesses.