In today’s world, email is such a central part of the modern working life. And we all know that the one resource which is super expensive for all of us is… time. Here at Teamgate, we are constantly trying to make our tool easier to use. It includes creating new functionality that helps to actually save this resource that will always be finite – time.
This is the reason why Teamgate created a smooth integration with your favorite mail clients – Microsoft Outlook, Gmail or Thunderbird. It allows you to track your conversations by attaching copies of emails you’ve sent or received to any customer’s contact card. Synced emails always keep you well informed of relevant Deals and help you to close them even faster.
We thought we can still add some more value. That’s why we created email templates on Teamgate.
- What if the user is sending the same email or series of emails to every lead or contact he has in CRM?
- How can he send an email to introduce his product/service to all (or a part) of his leads?
- What if the user wants to send a personalized update to the customer?
Everything is now possible with just a couple of clicks using email templates on Teamgate. They are available for all of these sections:
To send your email template, you just need to go to Leads / Contacts / Companies section, find the right person (or a company), click on an email address entered and select ‘Send template’. You did 2 clicks, what you need to do is another 2 clicks – select one of the templates you have and click SEND!
And you’re all set. Save even more time with Teamgate.