Schedule emails for a later time

Right after a call, you’re very clear on what to say in the follow-up. But a few hours later, your memory can easily go blank.

In OnePageCRM, you can write an email and schedule it for any future date and time.

Here are three examples of how Scheduled Emails work in your CRM.

When to use Scheduled Emails

Email scheduling works for both individual and bulk emails.

Scheduled emails are stored in the Scheduled folder on the CRM’s Email page.

You can also see a list of scheduled emails on Contact pages in the Next Action area.

1. Delayed delivery

Most cold outreach gets written in one go.

If it happens to be Thursday evening, sending it right away might not be the best idea. Your prospects are already winding down for the week. A Friday reply is unlikely. And by Monday, they’ve forgotten about your email.

That’s where scheduled emails come in handy.

Write the email while the thinking is fresh and schedule it for later.

2. Follow-ups

After a discovery call, a sales rep usually has a clear sense of what to send next.

Ideally, that follow-up should go out within twenty-four hours. But the rest of the day doesn’t always allow for it.

Schedule the follow-up from the contact page right after logging the call notes. You can then move on to other tasks and let the CRM handle it.

3. Timezones

Reaching prospects in different time zones is tricky. Their working hours don’t always match yours.

If a contact in Sydney receives your email at 2 am, by the time they start their day, it’s buried under everything that came in after.

OnePageCRM lets you schedule emails to arrive during business hours across different time zones. This way, you reach your international prospects when they’re actually at their desk.