Discover email templates

In your Webmecanik Pipeline CRM, we have added email templates. This feature is very useful for automating and improving your communications. It will allow you to create personalized email templates for each client.

A library of email templates

Your CRM software offers you a selection of email templates to achieve specific goals, such as following up with your contacts or running a prospecting campaign. These predefined templates are instantly accessible.

Customize your email templates

Thanks to the variable system, you can automatically insert information into your email templates. You can display your contact’s first name, last name, or use custom fields.

Send your messages in your email client

Go to your contact record, open the message template feature and select your template. Then, with a single click, your message will be transferred to your default email client, ready to be sent.

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