CRM segments
Pick recipients inside the CRM by tag, interest, and list.
Key features
Bulk send
Send email and SMS to the whole segment at once.
Open & click tracking
Record opens, clicks, and replies per customer in real time.
DKIM & consent
Lift deliverability with domain auth; send only to opted-in customers.
How it works
- 1
Step 1 · Segment right in the CRM
With no need to upload a list to a separate tool, build a segment from BOTN's own customer data. Combine tags, interest, and lists to narrow precisely — 'new inquiries,' 'silent over a month.' A few clicks lock in your audience.
- 2
Step 2 · Compose and send in bulk
Write an email or SMS and send it to the whole segment at once. Authenticate your sending domain with DKIM to lift inbox delivery over spam. Promotional mail goes only to opted-in customers and auto-excludes unsubscribes, so you send compliantly.
- 3
Step 3 · Follow up based on reactions
Opens, clicks, and replies are recorded on the same customer card in real time. Send the next guide to openers and route repliers to a rep with automatic sequences, so the send result becomes the next sales action. Handle the customer who opened twice first.
When the sender and the CRM live apart
When your list is in the CRM but mail goes through a separate tool, you export and re-upload a list every send. Who opened stays only in that tool, so the reaction never reaches the CRM where you'd act on it. Sending and customer data must live together for follow-up to flow naturally.
The inefficiency of split tools
Filtering a list in a spreadsheet, uploading to a sender, and copying results back to the CRM is manual work repeated every campaign. Managing unsubscribes and consent per tool drifts out of sync easily, and a wrong send creates legal risk.
What the BOTN email campaign CRM does
BOTN builds a segment from your CRM's customer data, sends email, and records opens, clicks, and replies on the same customer card. The send result becomes the next sales action.
- Segment right inside the CRM by tag, interest, and list
- Bulk send email and SMS
- Track opens, clicks, and replies per customer in real time
- Connect to automatic follow-up sequences by response
Built to reach the inbox
Authenticate your sending domain with DKIM and sender reputation rises, improving the odds of landing in the inbox instead of spam. Register it once in domain settings and it applies to every campaign after. Start free, and top up email credits as volume grows.
The real selling starts after you send
What matters is after the campaign. Send the next guide to openers and route repliers to a rep with automatic sequences. Confirm with data that the customer who opened twice is your hottest, and handle the engaged first.
How people use it
B2B reps send feature news to an interested segment and propose meetings to openers. Education and services send guides to applicants and auto-follow non-responders. Shops send re-purchase campaigns based on purchase history.
Who uses it
Send feature or seminar news to an interested segment and propose meetings to openers. Who reacted to what stacks right on the customer card, so when the send ends it flows straight into follow-up sales. The export-and-re-upload chore is gone.
Send guides to applicants and inquiries, and auto-follow non-responders. Send re-purchase campaigns by purchase history to bring regulars back. With sending and customer data in one place, you never lose an engaged customer and connect them to the next action.
What you get
- Segment and send straight from CRM customer data.
- Send results stack on the same card so follow-up flows.
- Lift inbox delivery with DKIM authentication.
- Send only to opted-in customers and auto-exclude unsubscribes.
FAQ
Do I need a separate email tool?
No. Pick a customer segment inside BOTN and send email right away. With no export and re-upload, send results (opens, clicks, replies) are recorded on the same customer card and flow into follow-up.
Can I keep emails out of spam?
Authenticating your sending domain with DKIM raises reputation and inbox delivery. Register it once in domain settings and it applies automatically to every campaign after.
How are consent and unsubscribes handled?
Promotional mail goes only to opted-in customers, and unsubscribes are excluded automatically. Without managing a list by hand, the system handles consent and opt-out requirements for you.
How is this different from campaign management?
Both point to BOTN's same campaign feature, but an email campaign CRM focuses on the flow of picking recipients from CRM customer data, sending, and stacking reactions on the customer card to carry follow-up. Sender and customer data aren't split, so follow-up flows naturally.
What about cost as volume grows?
Start free, and as volume grows, top up email credits or move up a plan as needed. You pay for what you use, so you can start light and scale as campaigns take hold.
Send by customer data, follow up included
Start free and send your first email campaign.
Start free