Email & Campaigns: More conversations. Less chasing.

Send personal outreach from your own inbox. Keep the follow-up moving until someone replies, then keep the reply with the customer.

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Personal outreach, with follow-up built in.

A campaign email with personal details and a planned follow-up
  • Write personally.Use customer details without starting from zero.
  • Plan the next touch.Keep the conversation moving on schedule.
  • See the reply.Know when a conversation has started.
Start with the work you already do

Send the message. Keep the conversation.

The work does not end when you press Send. Done CRM helps you make the first message personal, plan the next touch, and spot the reply.

  1. A personalised email draft using customer details
    Personal message

    Make every message feel written for the person.

    Use the customer’s details without writing the same introduction again and again.

  2. An email sequence with a planned follow-up delay
    Timed follow-up

    Plan the next touch before you press Send.

    A simple delay keeps the conversation moving without another reminder in your head.

  3. A customer record showing a reply and a stopped sequence
    Reply activity

    See what happened after Send.

    Know who replied and stop the sequence when the conversation starts.

Make it fit your business. Send from the inbox your customers know, then let the customer record hold the full thread for your team.

A simple way to use it

A follow-up that knows when to stop.

Plan the next touch while the context is fresh, then give your attention to the people who write back.

  1. 01Choose a prospect list
  2. 02Preview a personal message
  3. 03Schedule one follow-up
  4. 04Open the reply on the customer record
Keep going

Connect outreach to the rest of the sales day.

Customers & SalesKeep every message with the customer and sale.AutopilotHandle repeatable follow-up jobs when the rule is clear.
Questions, answered

A few things people ask before they start.

Yes. Connect the mailbox you already use, so outreach comes from the inbox your customers recognise.
Use details from the customer record in your message while keeping the writing quick to repeat.
Yes. Plan the next touch before you send and let the sequence wait the right amount of time.
The reply stays with the customer, and you can stop the planned follow-up when the conversation begins.

See your sales day in Done CRM.

See how personal outreach and follow-up stay together — start a free trial, or book a meeting and we will walk you through it.

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