Software should save time wherever it can on those repetitive tasks that we have to do each and every day. One of those is in the authoring of emails, texts and sales communications, and so Templates offers a solution to ensuring all communication is on-brand and grammatically correct every time.
Templates can be built for emails, text messages, letters, eSignature forms and sales communications quickly and easily and with our associated template tags, you can include hundreds of data fields from Tracker directly into the templates making them 100% personalized and accurate.
All our system come with a suite of templates out of the box, supporting all core functions of the system meaning our clients can benefit from the productivity of never having to write another email immediately.
And with our built-in template workflow, clients can create automatic follow-ups, reminders for other team members and even change data in the system simply by clicking “Send”. For example, and email template to send resumes to a client can fill in the client’s name, introduction email text, summary details for each candidate being sent, auto-attach their latest resume and their email signature at the bottom. On clicking “Send” the shortlist status for each candidate is automatically updated to “Resume Sent”, the Job status is updated and a follow-up call is placed in the diary for the following day. All in just 2 clicks and not a single key press!
We love Templates and so do our clients as it’s an insurmountable time-saver and so simple to create.