Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Custom-designed email templates with branding and dynamic personalization fields
Configured workflow automation in Zoho CRM to send emails based on predefined triggers and conditions
Testing and validation of templates and workflows to ensure proper functionality
A brief handover guide on managing templates and workflows
Optional Add-Ons
(Available for additional scope if needed)
Advanced email workflows for multi-stage campaigns
Integration with third-party tools or CRMs
Additional branded template designs
Prerequisites (Client Responsibilities)
Active Zoho CRM license
Defined email triggers and workflow requirements
Branding assets (logo, colors, fonts)
No technical setup required on your end — we’ll handle it all.
Ideal For
Sales and marketing teams needing automated, timely communications
Businesses aiming to improve engagement through personalized emails
Organizations wanting consistent email workflows without manual effort