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CompletedFeatureShipped: Q4 2025

Email Templates

Reusable templates with variable substitution

Save time with reusable email templates that auto-populate with record data when composing from contacts, leads, or any module.

What's included

  • Template library - Create, organize, and manage email templates
  • Variable placeholders - Use {{contact.name}}, {{lead.company}}, etc.
  • Compose from record - Auto-fill recipient and substitute variables
  • Pop-out composer - Full-screen writing experience
  • Template picker - Quick access while composing

Why it matters

Consistent, professional communication saves time and ensures quality. Templates with smart variable substitution make personalization effortless.

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Also completed

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