How to use email templates in your CRM ?

Email templates are a great way to save time when you’re sending emails. They automatically include the correct salutation, body and closing for you, so you can focus on the important stuff. But you can also use them for more than just email. You can use them for your customer relationship management (CRM) software too.

Email templates in your customer relationship management (CRM) software can help you save time and avoid repeating yourself when sending emails to your customers. They’re also a great way to personalize the experience your customers receive when they open your emails. In this article, we’ll show you how to create email templates in your CRM, so you can start saving time and reducing the risk of sending the same email to the same person multiple times. We’ll also share some examples of email templates you can use as a starting point, and some tips for customizing them to make them more effective.

If you have multiple people working on a single email, you can use email templates to make sure that every recipient gets the same information. Perhaps the most common use for email templates is sending them to customers, so that you don’t have to send the same email to the same customer multiple times. You can also use email templates to share important information with your customers without sending a mass email. For example, you can use a template to send your customers the latest news from your business instead of sending them the same news over and over.

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We focus on all aspects of your sales team so they can focus on closing more deals. With Rizer CRM we provide a better way of managing the full cycle from lead to customer, onboard, retention and follow-on sales. We help maximize the value of your relationships. Our software comes packed with features that make sense to you. Here are some of them: 

Never lose a deal

Stop losing deals. Recycle the rejected products instead. Reconnect with the lead once the time is right. Sell more.

Products are the focus

Rizer CRM has a product focused approach. Closing deals, onboarding and retaining customers are all built around your products.

More leads, less data entry

We handle both inbound and outbound leads so you have all relevant info in once place. With the help of our forms leads arrive from the website in the CRM without the need of tedious copy pasting.

Organization that works

With Rize CRM, we break up your pipeline into clearly defined actions. Each deal contains everything you need to succeed: all the people involved, every discussion, every task, important dates, etc. All in one place.

What to expect from our software solution

Lead Management

By managing both inbound and outbound lead flows and by providing the right qualification tools in each case, we allow sales teams to access the leads with the most probability of closing, regardless of their source.

Customer Management

Once a lead becomes a customer, Rizer CRM helps you streamline communication between after sales teams and the beneficiary for a smooth transition. Keeping with our product-focused approach, we track products both in onboarding and retention.

Product Management

Rizer lets you add your products and manage them within the system. Each of the products added can be matched with existing key custom variables for better management of lead and customer data.

Deal Management

We talked before about predefined roles and processes, and a product-focused approach to managing sales. All these come together in the way Rizer manages and organizes deals.

High Velocity Sales Model

High Velocity Sales is an inside sales model that will help increase your sales performance. It involves the use of specialized teams. Compared to others, the user management inside the Rizer CRM lets you set specific functions for each member of your team.


You can stop the hassle of exporting data and manipulating it outside of the CRM or always having the feeling of missing out. Because of the way we structure and predefine data, Rizer can provide analytics like no other solution.

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Rizer CRM helps you boost revenue by empowering you to easily discover insights, plan the right actions,
and improve conversions – across the entire customer journey.

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