Email and nurturing · Autessa CRM
Templates and sequences
Autessa CRM has email templates with merge fields and fallbacks, and follow-up sequences of up to six steps across email, call, LinkedIn and handwritten cards. Each next step is dated from the touch you actually made, not a fixed calendar, and a reply stops everything.
The problem
Rigid sequences email people who already replied
Cadence tools fire step three on day seven no matter what happened on day five. Autessa CRM keeps one open follow-up per person, dates the next step from the real touch, and closes the sequence the moment they reply.
What you get
- Merge fields: first_name, last_name, company, title, owner_first_name, owner_name, last_topic, next_step.
- Fallbacks like {{first_name|there}}.
- Starter templates: Introduction, Follow-up, Booth follow-up, Re-engage.
- Template kinds: email, card and note; shared or personal; archive when done.
- A template creates a draft in your own mailbox and never sends.
- Sequences: up to 6 steps of day, channel (Email, Call, LinkedIn, Card) and intent.
- The co-pilot can propose a sequence from one sentence.
How it works
How does templates and sequences work in Autessa CRM?
- 1
Write a template
Settings → Templates, with a live preview.
- 2
Add a sequence to a nurture campaign
Or ask the co-pilot to propose one.
- 3
Work the steps
Each person has one open follow-up at a time.
- 4
Reply ends it
Everything closes when they write back.
Every option
Template and sequence options
| Option | What it does |
|---|---|
| Merge fields | Eight fields with fallbacks. |
| Kinds | Email, card, note. |
| Sharing | Personal or shared with the team. |
| Steps | Up to 6: day, channel, intent. |
| Timing | From the last real touch. |
| Stop rule | A reply closes the sequence. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
AI assist
How AI helps here
Jarvis can draft an email from a template for a person (it opens prefilled, never sends). The co-pilot proposes sequences from a sentence.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about templates and sequences
Does Autessa CRM support email sequences?
Yes. Up to six steps across email, call, LinkedIn and cards, each dated from the last real touch and stopped by a reply.
How are sequence emails sent?
Each step becomes a follow-up you work, with the email drafted and ready for you to send.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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