Capsule crm email

Here is an example of a Capsule CRM email:

Subject: Follow-up on [Opportunity/Lead] - [Company Name]

Body:

Hi [Contact Name],

I hope this email finds you well. I wanted to follow up on our previous conversation regarding [Opportunity/Lead] at [Company Name]. As we discussed, I wanted to provide an update on the status of [specific task or project].

As of today, [briefly summarize the current status]. I believe this project has the potential to [briefly explain the benefits or value of the project].

I would love to schedule a call to discuss further and answer any questions you may have. Would you be available for a call at your convenience?

Best regards, [Your Name]

Custom Fields:

• Opportunity/Lead: [Insert opportunity/lead name]
• Company Name: [Insert company name]
• Contact Name: [Insert contact name]
• Specific Task or Project: [Insert specific task or project]
• Brief Summary: [Insert brief summary]
• Benefits or Value: [Insert benefits or value]

Why this email is effective:

• It's personalized and addressed to the specific contact
• It provides a clear update on the status of the opportunity/lead
• It reiterates the value and benefits of the project
• It invites the contact to schedule a call to discuss further
• It's concise and to the point

Tips and Variations:

• Use Capsule CRM's email templates to save time and ensure consistency in your email communications
• Customize the email to fit the specific needs and tone of your business
• Use Capsule CRM's automation features to send follow-up emails at specific intervals
• Consider adding a call-to-action (CTA) to the email, such as scheduling a meeting or requesting a meeting invite
• Use Capsule CRM's analytics to track the performance of your emails and adjust your strategy accordingly