Email automation in a CRM saves hours per week by handling repetitive communication automatically. The most useful automations include auto-response when a lead submits a form, follow-up sequences for unresponsive leads, and post-service review requests.
CRMs with strong email automation include Long Drive Leads (all plans), HubSpot (Professional, $800/mo), GoHighLevel ($97/mo), Keap ($159/mo), and Mailchimp CRM. Simpler CRMs like Pipedrive and Freshsales offer email templates but more limited automation.
When evaluating email automation, look for trigger-based sending (send email when X happens), sequence capability (send a series of emails over time), and template customization. Long Drive Leads includes workflow templates for common automations like New Lead Welcome and Quote Follow-Up.
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