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
- 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.
-
01
Verify your domain
Add and verify a sending domain so email goes out under your brand.
-
02
Connect calling
Turn on the calling integration and set your caller ID.
-
03
Reach out from records
Email or call from any lead and let the history build itself.
Keep exploring
More CRM features.
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