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Are the developers thinking about making CRM Email sending to Contacts better.

Lots of times I have an update, notification or invoice I have done.
Either Out of Office Hours (Sat or Sunday) or differnt time zone.
And I need to send the email with Attachemnt to a business, it need s to go to the Accounts dept and the Dept Manager, so 2 sepparte email addresses.

But Fluent CRM is limited, it would be good if they could make it easier

  • CC another emai address
  • Add an attachemnt (eg Invoice or Images)
  • Schedule the email to go during business hours

To send this type of Template email I normally...
- select a Client from the Contact List > click Email > Send Email > Import / Use Template > select the Template email > edit a few words > SEND

But it would be great if before I click Send I could;
- CC in another person
- Add an attachment
- Schedule so it goes into their inbox after they have cleared all the marketing emails they received overnight.

I know that most email marketing platforms do not allow direct file attachments but it would be great if they could figure out an easy attachment url kind of thing.

Absolutely for the CC!!! I have people where I need to send to their assistant, too, and this has always been so cumbersome.

And yes to scheduling the email, too!!!