Automated, multi-step outbound email sequences built directly on top of the CRM — so a sequence can branch on deal stage, stop when a reply lands, or upgrade its copy when a quote gets opened. No data sync from a sequencing tool to the CRM. No duplicate contact records. The sequence and the deal share the same record from the start.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Branch a sequence on any CRM field — deal stage, lead score, industry, or custom field — without exporting a segment to a separate tool.
When a prospect replies or books a meeting through the scheduler, the sequence pauses automatically so the rep doesn't send a follow-up to someone who just responded.
Mix email steps with task reminders for calls, LinkedIn touches, or manual follow-ups — the sequence keeps the cadence whether the next action is automated or human.
Merge any CRM field — company name, last product purchased, deal value, custom attributes — directly into sequence copy without an export or a third-party mail merge.
Open, click, reply, and meeting-booked rates per step and per sequence; A/B test subject lines without a separate tool.
Enroll contacts manually, from a CRM filter, from a form submission, or on a deal-stage change — enrollment sources all feed one sequence dashboard.
Outreach and Apollo are purpose-built sequencing tools — capable, but entirely separate from the CRM, which means every sync is an integration tax you pay indefinitely.
Start free with VCard & Link-in-Bio. Turn on Email sequences and the rest of the catalog from one flat plan — no per-seat fee, ever.