Email marketing that knows who you already spoke to
Send to a segment built from the same contacts, stages and call outcomes the rest of the product uses. Replies land in the shared inbox. One record per person, not a separate list.
The list is your CRM, not a copy of it
Most email tools hold a second copy of your contacts that drifts from the first. Here the segment is a filter over the same record the calls and WhatsApp write into — so it is current, and a reply arrives next to everything else that person has ever said to you.
Segments from stages and outcomes
"Reached, not qualified, in the last 30 days." "Won, renewal in 60 days." Filters the phone team already understands, because they are the same ones.
Sent from your mailbox
Your domain, your sender. Replies come back into the shared inbox on the email channel, where they can be assigned or answered by a bot.
One record per person
The email sits on the activity feed beside the last call and the WhatsApp thread. Nobody rings somebody about an offer they replied to by email yesterday.
A send, a campaign step, or a sequence step
Email is a channel, and it shows up in three places. On its own, as a send to a segment. As a step in a campaign — "still no answer after the second call, email". And as a step in a sequence, for one person, next to a task or a booking.
- Unsubscribes become a stage or attribute change, so every later segment excludes them.
- SPF and DKIM on the sending domain before the first send. Deliverability is earned.
- Every send is a line on the contact's activity feed.
Email marketing FAQ
Where does the audience come from?
From Contacts, with the same filter builder as everything else — lead stage, source, last call outcome, last activity, any attribute you defined. Because it is the same record the phone and WhatsApp write into, "everyone we reached but did not qualify" is a real segment, not a guess.
What do I send from?
A connected mailbox — the shared email channel, so replies come back into the same queue. Your own domain, your own sender name. Set up SPF and DKIM on that domain before the first send; without them, mail providers treat a burst of email as suspicious whatever the content.
What happens when somebody replies?
The reply is a conversation in the shared inbox on the email channel, with the contact record beside it — the calls, the WhatsApp thread, the stage. Whoever picks it up sees everything, not a reply to a no-reply address.
How is this different from a campaign?
An email send is one message to a segment. A campaign is a sequence over time across channels — a call, then WhatsApp, then email — that stops per person when they connect. Use a send for a newsletter, an announcement, a re-engagement note; use a campaign when the point is to reach each individual.
Can I email people who have opted out, or are on DND?
Do not. DND is a terminal lead stage and a filter on open stages excludes it automatically. Keep an unsubscribe in every marketing send and honour it as a stage or attribute change, so the next segment excludes them without anybody remembering to.
Is this the same as my personal mailbox sync?
No. Personal email sync is your one-to-one mail under Settings, Personal. Marketing sends go out on the shared email channel, so replies are assignable and a bot can answer them.
Written about this
The enquiry that went quiet is not lost yet
Someone asked a question, you answered, and nothing. What to send, when, and how many times before it becomes harassment.
ReadOmnichannel and multichannel are not synonyms
Being on six channels is multichannel. Whether the customer has to repeat themselves when they switch is the part that decides which word applies.
ReadChoosing a CRM when your team lives on the phone
Most CRMs are built around a form and treat the call as an attachment. Seven questions that separate the ones that were not.
ReadIt is all one product
Everything here reads and writes the same contacts, the same conversations and the same calendar. Nothing needs syncing.
Shared inbox
WhatsApp, Instagram, Facebook, Telegram, Viber, LINE, your web widget, SMS and email land in a single queue your team actually works from.
AI chatbot
One bot answers WhatsApp, Instagram, your web widget, SMS and email — and hands the conversation to a person the moment your condition says it should.
AI voice agents
An AI agent answers your line in natural speech, follows your prompt, calls your functions, and hands to a human the moment it should.
Call flows
Ring agents, hand to an AI agent, branch on a condition, run an IVR menu, check business hours, take voicemail — as one flow you can read.
Campaigns
AI call. No pickup, WhatsApp. Four hours on, call again. Still nothing, email. Written as sentences, running from a day to two months, across every channel your customer actually uses.
Sequences
Someone fills a form, or you enrol them by hand. Then a call, a WhatsApp, a wait, an email — and along the way a stage change, a task, a booked meeting. A campaign and a workflow in one.
WhatsApp marketing
Send an approved template to an audience, hold it to the hours somebody can reply, and let every answer land in the shared inbox — where an AI agent or your team picks it up.
Workflows
Not closed in five days, move it to Lost. Owner deactivated, reassign. Form submitted, create the contact. When this happens · only if · then, in order — for records and state, so campaigns and sequences can handle the talking.
Contacts & CRM
Lead stages that mean something, a schema you define yourself, and every call, chat and note on one timeline.
Calendar & booking
Connect Google or Microsoft, publish a booking link with your real availability, and let the AI agent book straight into it.