CRM Sequences — Automate Follow-Up Emails

CRM Sequences automate personalized email outreach at scale. Build multi-step email cadences that trigger based on time delays and contact behavior, with AI-powered content personalization for each recipient.

Building Sequences

Create sequences with multiple steps — emails, wait periods, and conditional branches. Each email step uses the Email Builder for drag-and-drop design with merge tags that personalize content for every recipient. Set delays between steps (1 day, 3 days, 1 week) and define what happens when a contact replies, opens, or clicks.

Smart Branching

Sequences aren’t rigid blasts — they adapt to behavior. Create branches based on whether a contact opened the previous email, clicked a link, replied, or took no action. Non-responders can enter a different follow-up path while engaged contacts skip ahead to a proposal or meeting request. Branch on deal stage changes, score thresholds, or custom field values.

Enrollment Triggers

Contacts enter sequences through multiple channels: manual enrollment, segment membership, form submission, deal stage change, tag application, or custom automation rules. Set enrollment limits to prevent over-communication — “max 1 sequence at a time” or “no more than 3 emails per week across all sequences.”

Performance Analytics

Track open rates, click rates, reply rates, bounce rates, and unsubscribes at every step of every sequence. The sequence funnel visualization shows exactly where contacts drop off or convert. A/B test subject lines, content, and delay timing to continuously optimize your outreach.

AI-Powered Personalization

MartechAI’s ARC AI engine analyzes each contact’s profile — industry, job title, company, recent activity — and generates personalized sentence-level variations within your emails. Every recipient gets content that speaks directly to their context, while you maintain brand consistency and compliance through approved templates.