Keep email drafts in your CRM

You’re halfway through writing a follow-up email when something pulls you away. By the time you get back to it, it’s gone.

In OnePageCRM, you can save any email as a draft and come back to it later.

Here are three examples of how email drafts in your CRM can make your everyday job much easier.

When to use email drafts

OnePageCRM syncs with your preferred email client, and it also lets you create email drafts inside the system.

Drafts are stored in the Drafts folder on your Email page or on the relevant Contact pages.

1. Interrupted writing

A prospect may call while you’re in the middle of composing a detailed proposal for a VIP client. You have to stop mid-sentence and pick up the call.

One click saves the draft in OnePageCRM. Once you finish the call, you can pick up where you left off and send that email.

2. Pre-conversation prep

If you’re heading into a discovery call, you might already know what you want to say in the follow-up. You probably already have a good template for these occasions.

Use that template to create a draft on that prospect’s page in your CRM account.

After the call, open the draft, add the specifics, and send it while the conversation is still fresh.

3. Final revisions

Not every email should be sent the moment you write it.

If you’re following up after a prospect missed a meeting or raising your rates for a long-term client, it’s worth stepping away before hitting send.

Save the email as a draft, come back a few hours later, and read it once more with fresh eyes.

It’s a small habit that can save an important relationship.