Communication and administration

Email marketing campaigns and shared inbox

You do not move your customer list to another tool for a campaign. Recipients are selected from the records in the CRM, the email goes out from your own address and the replies appear on the customer record.

Try free for 14 days See plans

Sent only to those who have given consent
One-click unsubscribe
Your own SMTP and IMAP account

Campaign list: subject, number of recipients, status and send date.

Preparing a campaign

A campaign is written as a draft. The placeholders {name} and {company} in the text are filled in for each recipient. Before sending, you send a test email to yourself and see the result in your inbox.

Recipient filter: language, record type, price group, tag
Customer email addresses, contacts or both
Sending runs in a queue; the software does not make you wait
Copying a campaign that has been sent

Consent and unsubscribing

Marketing consent is kept separately for the customer and for each contact; an address without consent does not enter the recipient list. Every campaign email contains an unsubscribe link. The “unsubscribe” button in mail applications is supported as well.

When a recipient unsubscribes, the consent is switched off on the record
Unsubscribe link that needs no sign-in
The number of recipients is shown before sending

Company email account

If you set up your own SMTP account, quote, invoice and campaign emails go out from the address of your company. The settings are tested with a test email. If you do not set up an account, emails are sent from the BilgeERP address and the reply address is yours.

List and result of all emails sent
Reason for the error when an email is not delivered
Passwords are stored encrypted in the database

Sent emails: date, recipient, subject, sender and delivery status.

Inbox

When your IMAP account is connected, incoming emails are synchronised every few minutes. If the sender address matches a customer or a contact, the email is linked to that customer. You can write a reply from the software and download the attachments.

Automatic matching to customers
Replies and new emails
Downloading attachments

Inbox: sender, subject, matched customer and date; email content on the right.

Frequently asked questions

Is there a drag-and-drop email designer?

No. The campaign text is written in a plain text editor and sent with the email template of your company.

Can I see open and click rates?

No. For each recipient you see whether the email could be sent; opens and clicks are not tracked.

How many emails can I send per day?

The limit depends on the provider of the email account you use.

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.

Try free for 14 days See plans

14 days free, no card required