Email Campaign
Turns inbox enquiries into CRM leads, drafts replies with AI and sends targeted EDM campaigns.
Discuss your workflow- Automated Email Lead Capture
- AI-Assisted Email Response Agent
- Automated Sales Representative Assignment
- Targeted EDM Campaigns
Sound familiar?
When enquiries sit unanswered in the inbox
Customer Enquiries Are Lost in the Inbox
Customer enquiries may go unanswered or receive delayed responses, increasing the risk of losing potential business.
Slow Manual Lead Entry into the CRM
Staff must copy customer details from email messages into spreadsheets or CRM records manually.
Delayed Responses to Routine Questions
Routine questions about product pricing or company services may remain unanswered while staff prepare responses manually.
Unclear Sales Assignment
Without a clear assignment process, staff may not know who is responsible for each enquiry, leading to duplicated work or missed follow-ups.
Disorganised Promotional Email Campaigns
Sending promotional emails without appropriate campaign management and domain authentication may reduce deliverability and increase the likelihood of messages being filtered as spam.
Disconnected Sales and Marketing Data
The marketing team may send EDM campaigns without giving the sales team clear visibility into which recipients opened, clicked or responded to the emails.
Clear skies ahead
Email automation for sales and marketing
Automated Email Lead Capture
The system analyses incoming emails and saves available lead details, such as the customer’s name, phone number and enquiry, in the CRM database.
AI-Assisted Email Response Agent
The AI assistant analyses the content and intent of incoming emails and generates a contextual response or proposal draft.
Automated Sales Representative Assignment
Incoming email leads can be assigned to specific sales representatives or teams based on criteria such as product category or region.
Targeted EDM Campaigns
Create and send promotional email campaigns to selected customer segments for current offers and updates.
Automated Drip Email Follow-Up
Configure an automated sequence of follow-up emails when a new lead expresses interest or requests a quotation.
Real-Time Analytics Dashboard
Monitor email open rates, click-through rates and sales-assignment status through a centralised management dashboard.
Try it yourself
See the follow-up arrive
Type your name and press send. An enquiry in the inbox becomes a lead, a sales representative is assigned, and the follow-up goes out without anyone remembering to send it.
Hi there, thank you for your enquiry. A sales representative has been assigned and will reply shortly.
Your flight plan
Simple 4-Step Process for Automating Your Business Email Workflow
- 1
Connect Your Email Platform and CRM
We integrate your company inbox with the CRM database through supported APIs or secure server connections.
- 2
Configure the AI Assistant and Routing Rules
We configure the AI assistant using your product information and FAQs, then define assignment rules for your sales team.
- 3
Design EDM Campaign Templates
We create responsive promotional email templates for current offers, announcements and product launches.
- 4
Launch the Automated Email Workflow
The system begins processing incoming emails, recording leads, generating supported responses and sending configured EDM campaigns.
A closer look at the process
Leads captured, replies sent sooner, follow-up assigned
Automated Lead Capture
The system analyses email content and records available contact details in the CRM, reducing manual data entry.
AI-Assisted Email Responses
The AI assistant analyses supported customer enquiries and generates an appropriate response or relevant product information.
Automated Staff Assignment
Incoming enquiries are routed to available sales representatives based on configured rules, helping prioritised leads receive timely follow-up.
Worth a detour
What the email automation does, in detail
Inbound Email Lead Parsing
A system tool that read incoming customer email and extract key contact details.
Best forAI Email Response Agent
Pretrained AI model that analyze customer email content and write contextual reply.
Best forPromotional EDM Campaign Manager
Marketing tool to design and send mass promotional email to customer list.
Best for
No technologies match your search. Please try another keyword.
Where it is used
Sales teams receiving enquiries by email
Each enquiry becomes a CRM lead and is assigned to a salesperson automatically.
Busy inboxes with repeated questions
AI drafts a reply to common questions so a first response goes out sooner.
Promotions and newsletters
Marketing sends targeted EDM campaigns to chosen customer groups and tracks the results.
Connect the parts of the workflow that should work together.
- Our email automation solution connects with your existing CRM, ERP and database systems through supported APIs.
- Whether you use Gmail, Outlook, a custom webmail service or an internal sales platform, customer emails, extracted lead data and EDM campaign analytics can be synchronised across connected systems, reducing manual exports.
- For custom automation or hardware integration not listed here, see our Custom Software Development.