Product · Email and sequences

Email from the lead.Replies come back to it.

Connect Gmail or Outlook once, then write to any lead from its page with templates, a booking link and your signature. Schedule the send, track opens and clicks, and let sequences carry the follow-ups until the lead replies.

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Email and templates on every plan · Sequences on Essentials, Growth and Scale

New emailDraft saved

Northwind TradersFrom Raj Malhotra · Gmail

⌘↵

SubjectTemplate: Follow-up after demo

Next steps for Northwind TradersSignature for this account added

Insert templateVariablesAttachInsert booking linkMore send optionsIf no replySend

How it works

From connected mailbox to tracked email in four steps

No new inbox to learn. You send as yourself, from your own Gmail or Outlook account.

Connect your mailbox

Sign in to Gmail or Outlook in a popup. The last 7 days of mail sync at once, and you can pull in up to 400 days of history.

Connect Gmail

Write from the lead

Open the composer on any lead. Pick the From account, add recipients, insert a template or your booking link. Your signature is added for you.

Insert template

Send now or later

Send straight away, tomorrow at nine, Monday at nine, or at any time in the next 30 days.

More send options

Never lose the thread

Set a follow-up reminder. If the lead replies, it closes itself; if not, the task is waiting on the day you chose.

If no reply follow-up

One email, start to finish

Write, schedule, track. The lead's timeline keeps the thread.

Scroll to follow one follow-up Raj Malhotra sends to Northwind Traders.

WrittenRaj starts from a template and adds his booking link.

ScheduledIt goes out Monday at nine, with a follow-up reminder set.

OpenedThe open and the click show up on the lead.

RepliedThe reply lands on the timeline and the reminder closes itself.

New emailReplied

Northwind TradersFrom Raj Malhotra · Gmail

Mon 09:00

TemplateFollow-up after demo

Next steps for Northwind Traders

Thanks for the time on Thursday.

Here is the recap and a link to pick a slot for the pilot review.

[Book a time]

Tracking

ScheduledOpenedClicked: booking linkReply received

Northwind TradersActivity

Email · Reply receivedMon 11:20

Email · Raj Malhotra · scheduled Mon 09:00ScheduledOpened · Clicked

Follow-up task · closes on reply

Call · Nina Alvarez · InterestedThu

Note · Pilot for two depotsWed

Lead · CreatedLast week

sample values

What's in Email and sequences

Everything a rep who lives in email needs

Gmail and Outlook

Connect with a sign-in popup. New mail syncs about every three minutes.

Composer on every lead

Templates, attachments, a booking link and the right signature. Drafts save while you type.

Send later

Pick a preset or any time from five minutes to 30 days ahead.

Follow-up reminders

A task appears on the day you choose and completes itself when the reply arrives.

Opens and clicks

Tracked for 90 days, on the lead's timeline and in Reporting.

Inbox

Unread emails, calls, messages, tasks and reminders in one place, with keyboard shortcuts.

Sequences

Timed emails and task steps that send inside a window and stop when the lead replies.

Domain health

Checks SPF, DKIM and DMARC and grades your sending domain Good, Needs attention or At risk.

A closer look

Three things teams switch for

Sequences

Follow-ups that run on a timer and stop on a reply

Build up to 50 steps: emails, call tasks, LinkedIn tasks, manual tasks and waits. Email steps go out from the mailbox of the person who enrolled the lead, inside the sequence's send window.

Stops on a reply, a bounce or an unsubscribe, and on a booked meeting if you switch it on
Skip a step if the lead replied, opened or clicked
Cap emails per sequence per day (default 50)
Leads join through a workflow's Add to Sequence step

Essentials, Growth and Scale.

Sequence · Logistics follow-up Q4Active

Enrolled120

Active64

Replied18

Bounced2

Send window09:00–17:00

TimezoneAmerica/New_York

WeekendsSkipped

Max emails per day50

Stop when a meeting is bookedOn

Sample numbers for illustration.

A/B tests

Test two versions and let reply rates decide

Turn on an A/B test in a sequence, add a variant and split the traffic. The performance table compares reply rates and calls a result inconclusive until each variant has 50 enrolments.

Traffic Split: decide who sees which version
Variants: edit each one's steps
Significance: a label, not a guess

Variant A · short opener50% of traffic · reply 12%

Variant B · case-study opener50% of traffic · reply 17%

Result: Inconclusive until each variant has 50 enrolments.sample values

Deliverability

Your domain is checked before your campaign is

Sending Domain Health checks SPF, DKIM and DMARC for each connected account and tells you what to fix. Unsubscribed, bounced and complaining addresses are blocked from future sends.

Sequence emails carry unsubscribe headers
An organisation cap of 100 emails an hour and 500 a day protects your domain
Add an address to the unsubscribe list by hand when someone asks

Sending Domain HealthNeeds attention

SPFPassing

DKIMPassing

DMARCWarning

Free mailboxes have DNS managed by the provider.

Works with the rest of Pitch2Sale

An email is never a dead end

Leads Every email, open, click and reply sits on the lead's timeline.Workflows Enrol leads in a sequence, or in a workflow when you send.Tasks Call and LinkedIn steps become tasks for the lead's owner.Calendar Drop your booking link into any email.Deal Coach A first draft of the follow-up, opened in the composer for you.Reports Sent, opens, clicks, replies, bounces and best times to send.AI team Agents that write and send from their own mailboxes.Inbox Emails, calls, messages and reminders in one queue.

FAQ

Questions about Email and sequences

Which plans include email?

Email and email templates are on every plan. Sequences and AI first drafts are on Essentials, Growth and Scale.

Can I connect any mailbox?

Gmail and Outlook only. Generic IMAP or SMTP mailboxes are not supported. Each person connects their own account and sends as themselves.

How do I email a whole list?

Use a sequence. The single-email composer sends one email at a time. Leads join a sequence through a workflow's Add to Sequence step or the API; there is no enrol button yet.

Can I see or cancel scheduled emails?

Not in the app yet. Check the time before you confirm a scheduled send.

Are placeholders like {{first_name}} filled in?

Not yet, in the composer or in sequences. Write a greeting that works without a name, or replace the placeholder before you send.

Can sequences use my email templates?

Not yet. Each sequence step has its own subject and body.

How accurate are opens?

Some mail apps open every email in advance, so opens can run high. Treat opens as a hint and clicks as the real signal.

Is there a sending limit?

Yes: 100 emails an hour and 500 a day for the whole organisation, shared by every email. Spread larger outreach across days with a sequence.

Send the next follow-up from the lead.

Get started, connect Gmail or Outlook, and your first tracked email is a few minutes away.