Retention · Feature
Say it once, use it everywhere
Reusable email, SMS, WhatsApp, and letter templates with stats and analysis — wired into Inbox, Routines, and Outbox.
The problem
Your best emails live in sent folder limbo. Every agent rewrites the same listing update or holiday note from scratch.
How it works
Templates store subject, body, and merge fields for email, SMS, WhatsApp, and print. The WhatsApp tab holds a session message (and optional approved Content Template) separate from SMS. Use templates from Inbox, Routines, and manual sends. Template stats show what gets used so coaches can refine messaging.
Merge fields
Personalize with contact and deal data automatically.
Routine-ready
Routines reference templates for consistent nurture and ops messages.
Team standards
Share approved messaging so brand voice stays consistent.
Listing price reduction
You select your “Price adjustment — seller update” template from Inbox, merge seller name and new price, queue to Outbox for broker review, and send — two minutes instead of twenty.
FAQ
Related
Features
- Inbox & Outbox — Unified inbox with assignment, snooze, templates, AI draft suggestions, and an Outbox for review before send — including WhatsApp.
- Routines — Date-triggered playbooks with calculations, checklists, and multi-channel actions — plus AI builders for single routines and full workflows.
- Newsletters — Building-block newsletter designer with AI — pick a theme, generate a full emailable outline section by section, then send from your CRM segments.
Integrations
Try Templates in SAM
Start a free trial or book a walkthrough with our team.