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Beta — Included With Every Plan

Automated Follow-Ups That Stay in One Conversation

Email Sequences send a paced series of follow-up emails that stay threaded in a single conversation — not disconnected blasts. Set the timing, add conditions based on how contacts engage, and let the sequence stop the moment someone replies.

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  • Single-threaded conversations
  • Stop on reply
  • Open & delivery conditions
  • Step-level analytics
How It Works

Build a Sequence in Three Steps

  1. Set the Trigger & Audience

    Start the sequence immediately or on a schedule, then choose who receives it — a contact, a list, or a segment.

  2. Build Your Steps

    Add each email with its own delay and conditions, choose designed or plain-text, and turn on Stop on Reply so follow-ups end when a contact answers.

  3. Activate & Track

    Launch the sequence and monitor sequence-level and step-level analytics to see what's landing and refine from there.

Capabilities

Follow-Ups That Still Feel Personal

The threading, timing, and conditions run in the background, so a five-email sequence still reads like you wrote each message by hand.

  1. Single-Threaded Conversations

    Every follow-up lands in one email thread instead of separate blasts, so recipients always see the full context of the exchange.

  2. Stop on Reply

    The sequence halts automatically the moment a contact responds — no more "just following up" after someone has already answered.

  3. Conditional Sending

    Trigger the next step based on recipient behavior like open or delivery status, so your outreach adapts to how each contact engages.

  4. Flexible Delays

    Set the exact wait time between each email to control pacing and send follow-ups when they're most likely to land.

  5. Designed or Plain-Text

    Choose branded, designed emails for polish or plain-text for a personal, one-to-one feel — per sequence, per step.

  6. Step-Level Analytics

    Track performance at both the sequence and individual-step level to see exactly which emails are working and which to rewrite.

Use Cases

What Can You Run as a Sequence?

Any outreach that takes more than one email and needs to keep its context.

  • Sales Follow-Ups

    Stay top of mind with prospects through a paced series of emails that stops the instant they reply.

  • Lead Nurturing

    Warm up new leads over days or weeks with a structured, context-aware follow-up sequence.

  • Appointment Reminders

    Send timed reminders leading up to a booking so fewer contacts forget or no-show.

  • Customer Onboarding

    Guide new customers through their first steps with a welcome series that builds on each message.

  • Re-Engagement

    Reach back out to cold contacts with a multi-touch sequence that keeps the whole thread in context.

  • Multi-Touch Outreach

    Any campaign that needs several touches while preserving the conversation — without building a full workflow.

Where Sequences Fit

The Right Tool for Follow-Up

Campaigns send once. Workflows automate everything. Email Sequences are purpose-built for the middle: a threaded series of email follow-ups.

One-Time Campaign

A single email sent to a list at once.

  • Best for announcements & newsletters
  • No built-in follow-up
  • Not threaded
Email Sequences

Threaded Follow-Up Series

A paced series of emails in one conversation.

  • Best for multi-touch follow-up
  • Delays & open/delivery conditions
  • Stop on Reply built in
  • Step-level analytics

Full Workflow

Multi-channel automation with branching logic.

  • Best for complex, cross-channel journeys
  • SMS, email, tasks, and more
  • More power, more setup
Common Questions

Frequently Asked Questions

What are Email Sequences in SMBcrm?
Email Sequences send a series of automated follow-up emails to a contact, list, or segment — and keep every message in a single threaded conversation instead of sending disconnected blasts. You set the timing between steps, add conditions based on how recipients engage, and the sequence stops automatically when someone replies.

How is a sequence different from a regular email campaign or a workflow?
A regular campaign is a one-time send. A workflow handles complex, multi-channel automation with branching logic. An Email Sequence sits in between: it's purpose-built for a structured series of email follow-ups that stay in one thread, with simple delays and open/delivery conditions between steps. It's the fastest way to set up multi-touch email outreach without building a full workflow.

What is Stop on Reply?
Stop on Reply automatically halts the remaining emails in a sequence the moment a contact responds — so no awkward "just following up" messages after someone has already answered you. You can enable or disable it per sequence.

Can I control the timing between emails?
Yes. Each step has a configurable delay, so you decide exactly how long to wait before the next email goes out. You can also add conditions — for example, only send the next email based on whether the previous one was opened or delivered — to tailor the follow-up to each recipient's behavior.

Do sequence emails look like separate messages or one conversation?
They stay in one threaded conversation. Each follow-up is connected to the previous message, so recipients see the full context of the exchange rather than a string of unrelated emails. You can send designed, branded emails or plain-text messages depending on the tone you want.

Is Email Sequences included in my SMBcrm plan?
Email Sequences is currently a beta feature included with every plan at no extra cost. You build and launch sequences from the Email section of your account, and track results with sequence-level and step-level analytics.
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60-day money-back guarantee

Turn one email into a follow-up that closes.

Set up a threaded email sequence that paces itself and stops the moment your contact replies.

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  1. 60-day money-back guarantee

    Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

  2. No setup fees

    Plan your setup with training and support

  3. Cancel anytime

    No long-term contracts, stay because you want to