CRM Message Templates

Consistent image and messages to customers and prospects is an important part of your customer relationship and marketing efforts. PlaybookIQ now supports this aspect with Message Templates.

Use message templates to:

  • Be efficient: no need to retype the same email over and over.
  • Be consistent: ensure everyone on your team is putting forth a consistent company image.
  • Be effective: spend your time writing well authored email responses that can be used over and over.
  • Be personal: include the contact’s name in the message template.

Message templates can be applied to any step in a Playbook. When a contact reaches that step, you need only click “Compose email” link and an email with to: subject: and body: will be prepared in your local email client. You can modify it if needed, or simply hit ‘send’ to deliver your email.

Find out more at

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