Writing to a customer and then losing track of that message is the easiest way to lose the relationship. Here e-mail lives inside the CRM: every message sent or received files itself on the right record, and campaigns go out at human speed, not machine speed.
Several people on the same mailbox, with a badge showing who has taken a message on: nobody replies twice, nobody assumes someone else has.
Ready-made texts with the recipient's details in the right place, taken from the record: company name, contact person, site.
Sends spread over time, with pauses between one message and the next, so they are not mistaken for a bulk mailing.
Who opened, who clicked a link and which addresses bounced: the click remains the most solid figure, and it is the first one you see.
You attach documents already in the archive — quotes, signed forms, price lists — without hunting for them on your computer.
Commercial message types respect the recipient's marketing consent, service messages do not: the distinction lives in the system, not in the head of whoever is sending.
A video from the Coyote CRM demo series, recorded on real data.
Anyone who sends recurring communications to customers — deadlines, price lists, invitations — and wants to know who actually read them.
Yes. Senders are set up with your provider's SMTP and IMAP details: the mail stays yours, only the place you manage it from changes.
The CRM records opens and link clicks. An open is an estimate — it depends on how the mail program downloads images — while a click on a link is a certainty, and is shown as such.
The risk is reduced by pauses between one send and the next, by verifying the sending domain and by respecting consent: all things the system does automatically.
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The phone rings and you already know who it is, what they asked last time and what jobs are open. That is what the Clou…
The quote is the document that decides a deal, and too often it starts life as a file copied from the last customer — s…
Work that lasts months does not fit into one task. The file gathers the jobs, the jobs their progress reports, and ever…
Knowing who is in the office and which room is free sounds like a detail, until you lose half an hour finding out. Two …
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Your business software knows how much a customer has bought; the CRM knows what we have told them. Apart, each is only …
People working away from the office do not open a laptop to log a visit. The Coyote CRM mobile area runs in the phone's…
Half an hour of demonstration, with your own company records and documents. No commitment.