Email Template

Introducing our groundbreaking Email Template Management plugin for iTech CRM, designed to revolutionize the way you handle email communications. With a host of powerful features, this plugin empowers you to create custom templates for customers, leads, invoices, proposals, projects, tasks, contracts, and estimates, ensuring that your emails are tailored to suit every occasion.

Key Features:

• Custom Templates: Create personalized templates for various entities such as customers, leads, invoices, proposals, projects, tasks, contracts, and estimates.
• Quick Mail Sending: Easily select templates from customer, lead, project, and other lists to send emails swiftly.
• Email Logs: View logs of emails sent from customers and lead details to track communication history effortlessly.
• Bulk Email Sending: Send bulk emails to customers and leads, with the ability to schedule emails for future delivery using the timer feature.
• Trigger Notifications: Set up custom triggers based on statuses and dates for entities like invoices, projects, proposals, tasks, contracts, and more. For example, receive a reminder email to follow up on unpaid invoices one day before the due date, or send a notification five days before a proposal’s expiration date.
• SMTP Settings: You can define multiple SMTPs and assign them to staff, allowing emails to be sent through these SMTPs.

With our Email Template Management plugin, managing your email communications has never been easier. Say goodbye to generic emails and hello to personalized, efficient communication that leaves a lasting impression on your clients and leads.

Don’t miss out on the opportunity to streamline your email workflow and enhance your CRM experience. Get started with our Email Template Management plugin today!