Here’s a workflow almost every sales team recognizes: you write an email, pick a template, fix the template, re-pick it, guess whether the “From” address is right, hold your breath on the merge tags, send, and then pray the tracking links don’t break.
That workflow just got a lot shorter. Over the last 90 days we took the email module apart and put it back together around the way your team actually emails — not the way a spec sheet imagines it.
Highlights at a glance: send to exactly who you mean, preview before you send, edit templates without rebuilding them, choose who the email comes “from,” and track opens and clicks through links that stay secure.
01 — Send to Exactly Who You Mean
It used to be you sent to whoever the record happened to hold. Now you’re in control of the address line itself.
- Editable To, Cc, and Bcc on every send — so the right people are on the thread, right when you send it.
- No more mystery recipients pulled from an account you weren’t thinking about.
- Attachment-friendly file handling so documents travel with the conversation.
02 — Preview Before You Send
Blank signature fields and mangled merge tags are the classic “I shouldn’t have sent that” moment. We made preview the moment you catch it.
- A true send preview that renders your signature merge tags correctly on screen.
- If personalization hiccups, preview fails open — showing you what’s wrong instead of quietly sending broken copy.
- Compose-when-you’re-ready — preview and test before anything reaches a customer inbox.
03 — Templates You Can Actually Maintain
Templates were a pile-on of versions nobody trusted. Now they’re a living, editable asset.
- Edit templates in place, including inserting hyperlinks directly in the editor.
- New versions inherit the sending mode of the template they came from — no resets to embarrassing defaults.
- Folders, a folder sidebar, and shared access levels so the right people maintain the right content.
- A per-user template picker that filters, sorts, and searches — so “that one we used last quarter” is three clicks, not thirty minutes.
04 — Control Whose Name Sends It
Who an email comes “from” changes how people respond. Now the sender is a setting you control, not a guess.
- A dynamic “From” engine that keeps the right sender’s name and signature attached to every send.
- Merge tags for your account owner and user phone number that follow the template’s effective sender.
- Per-trigger sender overrides in marketing automation, so campaigns speak with the right voice.
05 — Tracking You Can Trust
Open and click tracking is the whole reason to know your emails are working. We made the links bulletproof.
- Encrypted tracking URLs — no more tokens getting rewritten into dead tracking.local links.
- Click/open tracking that records cleanly, so your numbers reflect reality.
- Email capture preferences are now an explicit, honest control — “Email Capture Off” means what it says.
06 — The Quiet Reliability Bonus
Underneath it all we also made email delivery quieter: parallel email-sync jobs that pace themselves, a fix for duplicate sends being recorded twice, and TLS cert provisioning for customer tracking domains. You won’t see these in a screenshot — you’ll just feel them in fewer “why didn’t that go out?” days.
Email is where the deal meets the calendar. If yours feels like it needs these fixes, book a demo and watch a sales email go from blank to sent in under a minute.