Send the right email at exactly the right moment
Automate multi-step email journeys that nurture leads, onboard customers, and re-engage dormant accounts — all synced to your CRM pipeline without a single manual send.
Email sequenceLiveEmail, WhatsApp, and Call — one sequence flow
Don't limit follow-up to just email. Build sequences that combine automated emails, WhatsApp messages, and call tasks into a single coordinated outreach timeline across every channel.
Email Steps (Auto & Manual)
Set Auto-send steps that fire without rep intervention, or Manual steps that queue for rep review before sending — with time-delay logic per step.
WhatsApp & Call Steps
Add WhatsApp auto-message steps or call task steps alongside emails — all tracked in one timeline so no step is ever missed.
Emails that feel handwritten — tracked to every click
Merge in CRM field data — name, company, lead source, custom attributes — into every email automatically. Then track exactly who opened, clicked, and replied at every step.
Deep CRM Field Personalization
Auto-fill lead name, company, deal value, or any custom attribute into subject lines and body text — every message feels 1:1.
Open, Click & Reply Tracking
See real-time engagement metrics — sent, opened, clicked, replied, bounced — per step and per lead directly inside Flowzo CRM.
Use templates or build your own from scratch
Save time with reusable email templates for every stage of the funnel. Select a template when adding a step, or create new ones from the Email section — then re-use them across multiple sequences.
Reusable Email Templates
Build a library of email templates — cold outreach, follow-up, onboarding — and select them per step without rewriting each time.
Gmail & Outlook Sync
Connect your Gmail or Outlook account so sequences send from your real email address — with full reply threading and inbox visibility inside the CRM.
Track every pending, completed, and skipped task
Sequence Tasks gives every rep a personal queue of today's actions. See tasks due today, upcoming, completed, skipped, and failed — filter and act on them in one focused view without digging through leads.
Today / Upcoming / Due / Completed
Every sequence step creates a task with a due date. View your queue by status — including Skipped and Failed — so nothing gets overlooked.
Sequence Tags for Organization
Tag sequences by campaign, product line, or rep team. Filter tasks by tag to stay focused on the exact campaigns you're running.
Reach your entire list in one send
Need to reach hundreds of leads at once? Select any group of leads, pick a template, and fire a mass email in seconds — all tracked per recipient with open and click data logged against their lead profile.
Mass Email to Selected Leads
Select leads from the Lead list view, click "Send Email", choose a template, and send to all of them in one action — no CSV export needed.
Per-Recipient Tracking
Every bulk email is tracked individually — see who opened, who clicked, and who bounced, all inside the lead's activity history.
Ready-to-use sequences for every scenario
Start sending in minutes with proven, pre-built sequence templates — or build your own from scratch.
Cold Outreach
Proven cadence mixing value-add content with soft asks — designed to maximise reply rates from cold prospects.
Post-Demo Follow-Up
Keep momentum after a great call — automatically share case studies, ROI calculators, and next steps.
Re-Engagement
Target leads that went cold 90+ days ago with a specialized campaign to bring them back into the pipeline.
Onboarding Welcome
Guide new signups to their first "aha moment" with bite-sized training emails timed to usage milestones.
Event Follow-Up
Process trade show or webinar lists and automatically filter hot leads from tire-kickers post-event.
Why sales teams run on Flowzo CRM sequences
Zero Missed Follow-Ups
Every lead automatically gets the next step at the right time — your reps never forget to follow up again.
Real-Time Engagement Data
Know who opened, clicked, and replied at every step so reps can prioritize the warmest leads first.
Multi-Channel, One Flow
Email, WhatsApp, and call tasks in a single sequence — no juggling apps or switching platforms mid-campaign.
320% More Revenue
Nurtured leads who go through automated sequences generate 320% more revenue than one-off broadcast emails.
Frequently asked questions
You can build sequences with unlimited steps — set delay intervals between days, specify exact send times, and add conditional branches based on prospect behavior.
Start sending smarter emails today
Build your first automated sequence in under 10 minutes with Flowzo CRM.