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and Kong Agents. Take your business to the next level with smart, efficient, and AI-driven
solutions.
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Email Templates
to quickly craft and send emails
Allow sales reps to create personalized email templates for customer segments and send them
emails, saving time and
effort.
Maximize Your Customer Relations
Reach more customers quickly with email templates available in our CRM software.
Create Templates
Create your own email templates and customize them based on the intention or message you want to
convey, thereby
expanding your business opportunities.
Merge Fields
Personalize your emails with the recipient's name, organization, and designation to stand out
from the competition and
boost customer interaction.
HTML Email Template
Maintain brand consistency across all the emails by creating professional-looking and branded
emails to contact
customers, send offers or promotions, and notify users of upcoming events.
View Reports
Get detailed insights for a specific email template to find out which one suits you based on the
number of opens and
clicks.
Clone Templates
Create a duplicate copy of an existing email template to save time while creating similar email
templates.
What is Email Templates?
Email Templates in CRM software allow users to create, store, and access pre-written emails for
quick and easy
communication with customers or prospects. They are designed to help save time and ensure
consistency when responding to
customer inquiries, requests, or sales opportunities. They can include text, images, and links
to other web pages, and
can be personalized to include customer data.
Customer Success Stories: Real Results with Our AI-Powered CRM
Discover how leading companies leverage CRM.io to automate customer interactions, optimize sales
processes, and drive
revenue growth.
Frequently asked questions
What makes this CRM different from others?
Our CRM is powered entirely by AI, offering unique features such as an AI Agent for
effortless
data entry, AI-driven
marketing campaigns, comprehensive automation, a built-in 120M database, email verification,
a
robust telephony
application with live transcription, and an advanced browser extension with extensive
support
for LinkedIn Sales
Navigator.
The AI Agent, powered by Kong.ai, allows sales teams to access and enter CRM data from
anywhere
using voice and chat
commands. It helps streamline workflows by performing nearly all CRM actions through
conversational inputs.
Yes, the AI Agent can be accessed and used from any location, enabling remote work
functionality.
AI Campaigns utilize artificial intelligence to send hyperpersonalized email campaigns. This
feature analyzes
customer data for detailed segmentation, dynamically creates personalized content, and
optimizes
delivery based on
behavior and engagement patterns.
Absolutely. The AI Campaigns feature uses AI to tailor email content specifically for each
recipient, ensuring high
relevance and engagement.
Our CRM automates WhatsApp messages, Emails, and LinkedIn invites. This includes sending
personalized messages,
follow-ups, and engagement tasks automatically based on predefined triggers and schedules.
Yes, you can set up behavioral triggers to automate various types of communications,
ensuring
timely and contextually
relevant interactions.
AI Cadence automates communication sequences based on timing and recipient behavior. It
ensures
that your sales and
marketing outreach is consistent and personalized, helping to nurture leads and maintain
customer engagement.
Yes, AI Cadence supports multi-channel outreach, enabling you to engage contacts via email,
WhatsApp, LinkedIn, and
more.
Our Telephony Application allows for seamless calling, live transcription of conversations,
and
integration with any
telephony provider. This ensures that all voice communications are recorded and transcribed
in
real-time.
During a call, the Telephony Application transcribes the conversation in real-time,
providing a
text record that can
be reviewed and referenced immediately after the call.
The built-in 120M database is a vast repository of contact records, providing comprehensive
information such as
names, job titles, company data, and more. This database supports extensive contact
discovery
and lead generation.
You can use advanced search and filtering options to identify and target potential leads
that
match your ideal
customer profile.
The Email Verifications feature checks the accuracy and deliverability of email addresses in
real-time, ensuring that
your emails reach valid recipients and reducing bounce rates.
The Email Finding feature uses AI to locate and append email addresses for your contacts. It
helps complete missing
information and ensures your database is always up-to-date.
The browser extension allows for the automatic downloading of contacts from LinkedIn Sales
Navigator without the need
for additional software. This makes data collection seamless and efficient.
Besides LinkedIn Sales Navigator, the browser extension also supports platforms like
ZoomInfo,
Apollo, Lead411, and
more. It automates the scraping of information and various engagement tasks.
Yes, the extension includes customizable settings for data download, engagement tasks, and
automation rules to fit
your specific needs.
Get Started Now
Experience the future of sales management with our AI Agent powered by CRM.io. Simplify your workflow, enhance productivity, and focus on what truly matters – building relationships and
closing deals. Contact us today to learn more about integrating the AI Agent into your CRM.