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See who showed interest in the product and ask what they need now.
Find contacts linked to past sales of products in the offer.
A new price or pack can give you a reason to contact a buyer again. Check the earlier deal before sending.
Use a dynamic list to find contacts that match your saved CRM search criteria.
Save selected contacts in a static list, ready for the next relevant offer.
Reuse a template for product offers or customer updates, then adapt the message.
Add supported fields such as the contact's name and company.
See earlier offers, sales and conversations before contacting the buyer.
See sent messages, opens and clicks where tracking is enabled.
Use their reply to confirm the products, quantities and timing to offer.
Keep the account owner and next task visible to the team.
Check earlier product offers and deals before preparing a new proposal.
Review the customer's message and requirements before sending another offer.
Read the earlier emails and notes so the customer can continue the conversation.
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Use a supported trigger, such as a contact tag, to start the sequence you configured.
Give a salesperson a task to confirm requirements or prepare a tailored offer.
Choose the message, merge fields and timing for each follow-up email.
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CreamSoda finds contacts linked to product interest and deals involving products in the offer. A contact can match any included product. Review the buyers and choose the relevant lines before sending.
A dynamic list finds current contacts using saved CRM search criteria. A static list keeps contacts you selected. Review the recipient list and exclusions before sending.
Yes. Review the recipient preview to see who is included and excluded. Send a test to your own email using a sample recipient's details, then check the products, merge fields and sending account.
Yes. Reuse templates and add name, company and other supported customer fields to the subject and body. Choose the product lines and selling prices for each buyer group.
Email Offers is part of CreamSoda's CRM with email marketing for B2B product sales. Send offers and customer updates using CRM contacts, then keep follow-up with the account. Sending limits depend on your plan and connected email setup.
