Sell

Email and call customers from the record.

Send an email or start a call without leaving the lead. Every message and call is logged on the record, so the next person to pick it up knows exactly what was said.

  • Email from any record
  • AI draft button
  • Calls logged automatically
Interactions Lead
  • Emailfrom leads, contacts, deals and accounts
  • Callsclick-to-call with automatic logging
  • One historyemails and calls on the Interactions tab

Every conversation, on the record

Reps reach out from the record, and the history stays with the customer — not in someone’s inbox.

  • Email from the record

    Compose to, CC and BCC from a lead, contact, deal or account, with files up to 10 MB each.

  • AI drafts

    Use the AI draft button to get a first version, then edit before you send.

  • Reuse record files

    Attach documents already saved on the record instead of hunting for them.

  • Click-to-call

    Call leads and contacts from their page with the built-in calling integration.

  • Replies come back

    With a connected Gmail mailbox, customer replies appear on the lead automatically.

  • Respect opt-outs

    Recipients who unsubscribed are skipped, and mail goes from your verified sending domain.

How it works

Up and running in three steps.

  1. 01

    Verify your domain

    Add and verify a sending domain so email goes out under your brand.

  2. 02

    Connect calling

    Turn on the calling integration and set your caller ID.

  3. 03

    Reach out from records

    Email or call from any lead and let the history build itself.

Questions about sales communication

Can’t find what you need? Talk to sales.

Can I send SMS from the CRM?

Not today. Sales communication covers email and calls, and WhatsApp conversations run through WhatsApp Hub.

Do I need my own email account?

Email is sent from a verified sender on your verified domain. To see customer replies on the record, connect a Gmail mailbox.

Can I schedule emails to send later?

No. Emails from records are sent right away.

Where do WhatsApp chats show up?

In WhatsApp Hub’s shared inbox. A lead that started on WhatsApp has a button that opens the linked chat.

Keep every conversation on the record.

Start with BullCRM today and give your team one place to work every lead to won.

No credit card required