CRM

In progressapp.erp.io/crm/pipeline/sequences

Sequences and outreach

A sequence is a series of steps with waits between them, stopped by a reply. The hard part is not the sending, it is the domain you send from.

Channels live
Email
Channels inert
SMS, voice
Stops on
Reply, meeting, unsubscribe
Sending domain
Yours, authenticated

Building a sequence

Pick the audience

A filtered list of contacts. Sequences run against a list, not against a stage.

Write the steps

Each step is a message and a wait. Three to five steps is where most of the response is.

Set the stop conditions

A reply always stops it. A booked meeting and an unsubscribe stop it too.

Set sending windows

Business hours in the recipient's timezone, and a daily cap.

Start it, then watch the inbox

Replies land in the shared inbox, not in a personal mailbox.

app.erp.io/crm/pipeline/sequences
Q2 introduction

120 enrolled · running · stops on reply

PauseEdit
StepWaitSentRepliedRate
1 · Introduction12075.8%
2 · Case study3 days10843.7%
3 · Direct ask4 days9666.3%
4 · Break-up7 days6123.3%
A sequence with per-step results. Reply rate is the number that matters; opens are not.

Deliverability

Sequences send from your domain, authenticated with DNS records that we verify before switching sending on. That verification step is not bureaucracy: a partially authenticated domain does not bounce, it delivers to spam or is accepted and dropped, and the symptom is a campaign that appears to send perfectly and produces nothing.

  • Warm a new sending domain gradually. A cold domain sending 500 messages on day one is a domain with a reputation problem by day three.
  • Use a subdomain for outreach so a bad campaign cannot damage your primary mail.
  • Every sequence message carries an unsubscribe path. That is not optional and cannot be turned off.
  • An unsubscribe is honoured across the whole workspace, not just the sequence it came from.
A suppression can lock somebody out of the product

Unsubscribes apply at the mail-provider account level. If a contact who is also a user unsubscribes, later transactional mail to that address — including their sign-in link — is accepted and silently dropped. The symptom is a person who cannot sign in while our logs show the mail sent. Mail [email protected] with the address to clear it.

SMS and voice

Outbound SMS and voice are built and inert

The code paths exist, are deployed, and are wired to a carrier. The carrier account they sit on cannot place outbound calls or send SMS, so nothing goes out. This page is marked In progress for that reason. Do not design a campaign around either channel until it is confirmed live — and note that outbound voice in particular carries consent and disclosure obligations that differ by jurisdiction.

Inbound voice is a different thing entirely and does work — that is Phony, which answers calls rather than placing them.

What this does not do

No A/B testing

A sequence has one version of each step.

No LinkedIn or social steps

Email only among live channels.

No send-time optimisation

Windows and caps are set by you, not learned.

SMS and voice do not send

Built, deployed, carrier-blocked.

No shared unsubscribe across organisations

Suppression is per workspace.

Questions

Does a reply stop every sequence a contact is in?

It stops the one they replied to. Enrolling one person in several sequences is worth avoiding for that reason.

Can we send from a personal mailbox?

Sequences send from the authenticated workspace domain. Individual email sync is separate.

How many can we send a day?

You set a cap. Set it low on a new domain.