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Email & Templates

Send tracked, on-brand emails from the CRM.

Overview

Compose emails from reusable templates with dynamic variables, send them to your contacts, and see opens and clicks - every message is logged automatically to the contact's timeline, in the same platform as your pipeline.

Key capabilities

  • Dynamic {{variable}} templates
  • Reusable template library
  • Open & click tracking
  • Auto-logged to the contact timeline
  • HTML + plain-text variants
  • Live preview before sending
app.swiftlycrm.com/communications