Customised CRM Email Templates

Easily modify each and every automatic email sent out of Zero BS CRM

System Emails

World-class Email Solutions for everyone!

Zero BS CRM has, by default, seriously powerful email systems built in. You get a full Mail Delivery setup, as well as fully customisable system emails. We even help you optimise them!

EMAIL CONTROL

Choose which emails you want to automatically go out, and which to hush

CUSTOMISE

You can totally change every bit of each email Zero BS CRM sends out

TRACK AND OPTIMISE

ZBS automatically tracks open rates (yes, even for system emails!)

Full Support for all Skill levels

Just want to change the wording a bit? Easy. Want to disable "Welcome to the Client Portal" emails? 1 Click and it's sorted. Want to hack the HTML or add your branding? No sweat.

HTML and Text editors for all crm system emails

What are System Emails?

System Emails is the phrase we use here to describe any email which is generated by the CRM system.

These are usually automatically generated when something happens (e.g. When a client portal user is created, ZBS can email them a "Welcome to the Client Portal" email.) Or sometimes System Emails are sent on your command, (e.g. when you click "Send Invoice" on an invoice, it can email the client a copy of the invoice.)

Welcome to the Client Portal
You have received an Invoice
You have received a new Proposal
Quote Accepted [Team notification]
Your Event Starts Soon [Team notification]

Easy to edit Email Templates

Zero BS CRM has templates for each system email which can be modified from the Settings page. You can add BCC addresses, Choose which delivery method (email) to send from, Activate/Deactivate it, or modify the text.

Choose a Delivery Method (email)
Add BCC email address
Activate/Deactivate
Modify the template text
Use Placeholders like ###CONTACT-FNAME###
Easily edit the text of each CRM email template
See if your crm emails are actually being opened - open and click tracking for crm emails

Open Tracking and Optimisation

Once you've set up Mail Delivery methods (email accounts to send from) and your CRM has sent out some emails you'll start to see statistics for send and open rates in your System Email settings pages. This is great to check your emails are getting out (ensuring deliverability) and to see if your copy/text needs a bit more optimisation to get contacts to click!

Built-in open tracking
Easy at-a-glance statistics
Logged for all Mail Templates

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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