A template library
Email templates with merge fields (name, company, city, country, agent) and several attachments each.
Send targeted emails from the customer record.
Use templates with personalised fields and attachments, send them from the company record and schedule the follow-up call.
Available capabilityIncluded capabilities
Send from the company record
Send the catalogue email, brochures attached, straight from a company's card.
Scheduled follow-up calls
An outreach email books a follow-up call 48 hours later by default.
One address, one email
An address shared by two people is written to once, and Terramine Desk tells you what it did.
Separate outreach view
Emails nobody has answered yet get a tab of their own, away from the conversations.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.