Call, WhatsApp and email
Reach any lead or contact in one tap, from your phone or computer, and keep your emails on the record.
One tap to reach them
On the Leads and Contacts lists, and on each record, the icons under Reach let you:
- Call: opens your phone's dialler, or a calling app on your computer.
- WhatsApp: opens a chat with them in WhatsApp.
- Email: writes an email from CRM.
Send an email
- On a lead, deal or contact, click the Email tab above the history (or the email icon under Reach).
- Choose a Template, or write your own message.
- Click Send.
The email is kept on the record's history.
- With your mailbox connected, it goes from your own address, and the customer's reply comes back to the record. See Connect your email.
- Without it, it goes from your business, and replies go to your business email.
Email templates
Standard plan and above. Save the emails you send often, such as a price list, an introduction or a thank-you, as templates. Pick one when you write an email and change what you need.
Go to Settings › Business settings › Email templates and click New template. Click a field under the message to insert it; CRM fills it in for each person:
| Field | Becomes |
|---|---|
| {first_name}, {last_name}, {name} | The person's name |
| {company} | Their company |
| {deal}, {amount}, {stage}, {close_date} | The deal's name, amount, stage and expected close |
| {owner_name} | The record's owner |
| {my_name} | Your name (in a workflow email: the record's owner) |
| {business}, {phone}, {email} | Your business name, phone and email |
A workflow can send a template by itself, for example a thank-you to every new website lead.