Use the same template builder in CRM and Campaigns so we can copy templates between

Use the same template builder in CRM and Campaigns so we can copy templates between

There is now a few Zoho alternatives around offering the whole inbound marketing package including CRM. Sill, Zoho seems more complete with all the Zoho apps. Yet, the fact that we as users need to connect apps and setup synchronizations, make everything complicated.

Little example sending same mass emails to CRM records and Campaigns subscribers. What about an option when you create a Campaigns campaign to avoid send it to subscribers also present in CRM? something optional to the campaign because some may be designed to CRM subscribers too. And the other way around, an optional option to check when sending CRM mass emails to avoid reach emails present in Campaigns.

And what about using the same template builder? so we can copy templates from Zoho Campaigns to CRM and the other way around? I know, you have merge tags all around, still you can just copy the template with the merge tags in it and let the fix to us.


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