Email follow-up can easily slip through the cracks when you are busy running your business. With Email Sequences inside your CRM, you can send timed, connected email conversations automatically, helping you stay in touch with leads and customers without having to manually send every message.

📌 Why This Matters

Consistent follow-up helps you book more appointments, win more sales, and stay top of mind. This feature makes it easier to send reminder emails, nurture interested leads, and continue conversations in a natural email thread. It also gives you more control over when emails go out, when they should stop, and how each step is performing.

✨ What’s New

• Threaded email conversations: Send emails in a single conversation thread so messages feel more personal and connected.
• Smart sending conditions: Control sends based on delivery or open status, so follow-ups happen more thoughtfully.
• Stop on Reply: Automatically stop the sequence when someone replies, helping you avoid unnecessary follow-ups.
• Flexible email formats: Use either designed emails or plain text messages depending on your audience and goal.
• Performance tracking: Review both sequence-level and step-level statistics to see what is getting attention and what needs adjusting.
• Simple setup: Create follow-up email series without needing to build a complicated automation from scratch.

🛠️ How to Use It

1. Step 1: Open Settings and go to Beta Labs, then enable Email Sequences.
2. Step 2: Go to Marketing, then Email, then Campaigns.
3. Step 3: Click Create New Sequence to start building your email series.
4. Step 4: Choose who should receive the sequence, then set your delays, conditions, and email steps.

1. Step 5: Turn on Stop on Reply so the sequence pauses when a contact responds.
2. Step 6: Launch your sequence and let the CRM send each message based on your schedule.
3. Step 7: Click Statistics to review overall performance and check how each email step is doing.

💡 Pro Tip

Use Email Sequences for quote follow-ups or appointment reminders, because even one extra reply each week can turn into steady monthly revenue.