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.
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:
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.
- Go to ‘Add New’ in the top menu bar. Choose ‘Email’.
- Choose a template (if needed) and compose your email.
- Click on ‘+Add Attachment’ underneath the message window.
- 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!