Email Attachments & Address Auto-complete

Email is at the heart of Agile CRM, from drip marketing campaigns to personalized holiday newsletters. As our users have come to rely on our email tool to power their sales and marketing pipelines, we’ve been quick to respond to requests for tweaks and enhancements. We’re excited to announce two new features in our in-built emailing tool: email attachments and email address autofill. Attachments make it easy to send business documents to a prospect when you receive a real-time alert that they’re buy-ready. Address auto-complete saves you time and streamlines your workflow.

Email Attachments

Since we’re a SaaS product, your account will automatically update with the enhanced feature. Just clear your browser’s cache and login to your Agile CRM account to see the changes. Here’s where you’ll find them:

Email Attachments

Documents can now be attached to the emails that you send from the ‘Send Email’ tab in Agile. You can attach one file per email.

  1. Go to ‘Add New’ in the top menu bar. Choose ‘Email’.
  2. Choose a template (if needed) and compose your email.
  3. Click on ‘+Add Attachment’ underneath the message window.
  4. Choose your file and you’re good to go!

Email Address Autofill

When you’re composing an email in Agile, email addresses now¬†auto-complete when you start typing the contact’s name. Remember that Agile only knows the contacts in the CRM (whether you’ve imported them, synced them, or they’ve been automatically added via web grabbers, drip marketing campaigns, etc.). So if you want it to autofill your Google Contacts, for example, you need to sync those contacts with the CRM.

Keep sending us those feature requests. Our development team is always happy to help. Don’t have an Agile CRM account yet? Sign up today. Outbound email is included in all accounts, even free accounts!

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Manohar Chapalamadugu

With over ten years of entrepreneurial experience in SaaS/Mobile/Telephony, Manohar Chapalamadugu has founded many successful product companies like InVox, MantraGroup (acquired) and ClickDesk (more than 125,000 businesses). He has held VP, Product Development at Corsoft and Director, Product Development at Veratron. He has a Masters in Computer Science from SUNY, Stony Brook and Bachelors from Birla Institute of Technology and Science, Pilani.

9 Comments

David Bracetty

about 3 years ago

The email attachment does not work.

Reply

Al

about 3 years ago

This is a good start...but we need to be able to have the ability to attach multiple items

Reply

Peter

about 2 years ago

Similar to last comment. Why can't you add more than one attachment! So frustrating when email clients. Please accommodate for users ;-) Thank you.

Reply

Justin

about 2 years ago

This needs to be changed. We should be able to attach more than one document in a single email. Why is this??? We need answers!!!!!!

Reply

yann

about 2 years ago

Same comment, I try in French to make it more understandable and get some feedback : Pourquoi n'a t-on pas la possibilité d'attacher plus d'un fichier aux courriels, merci pour votre retour!!!

Reply

Radhika Roy

about 2 years ago

Hello Al, Peter, Justin and Yann. Currently, there is no provision to attach more than a single attachment to the outgoing email but we have conveyed the requirement to the development time on a priority basis. We will get back to you soon. Thanks for your patience.

Reply

Ozgur

about 2 years ago

Required more attachments per e-mail. Thanks.

Reply

Shreyansh Surana

about 2 years ago

Hi Ozgur, Thanks for your feedback. Please do put this on uservoice and based on votes we will take it up in our product roadmap. https://agilecrmcom.uservoice.com/ Thanks

Reply

Kevin

about 8 months ago

Hello, Has there been any further thought given to be able to attach multiple documents to a single email? thanks

Reply

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