Email Communication
Send and track emails from any lead or deal — with templates, scheduling, and AI-assisted drafting that uses your record's context.
Email in Pixelwand CRM lives on the record. Every message you send or receive is linked to its lead or deal and appears in the timeline for the whole team.
Creating an Email Template
Templates save you from rewriting the same messages. They support Jinja variables such as {{ lead_name }} and are workspace-specific.
- Go to Settings → Email Templates and click New.
- Choose For — CRM Lead or CRM Deal — then add Name, Subject, Content, and set Enabled. Content type can be Rich Text or HTML.
- Click Create to save. To update an existing template, open it and click Update. Only Enabled templates appear when you insert them while composing.
Sending an Email
Open any lead or deal to compose:
- In the record's communication area, click Reply to start composing. The editor shows From, To, Cc, Bcc, and Subject.
- Add recipients, write your message, and add attachments if needed. Use the Insert Email Template button to pull in a saved template — its subject and body are copied in and remain editable.
- Click Send to send immediately, or use Schedule to choose a future time. Scheduled emails can be cancelled from the thread until they are sent.
Your From address comes from your connected outgoing email account. The editor remembers the last address you used.
Using AI for Email
In the same editor, click Generate with AI:
- Pick a Quick Prompt — for example Polite Follow-up, Schedule Meeting, Introduction, Offer Discount, or Re-engage Cold Lead — or describe the tone and purpose in your own words, such as concise and friendly or formal proposal with next steps.
- The AI reads the current record's details along with recent emails, calls, and notes to draft a relevant and concise message signed with your name.
- The draft is inserted into the editor. Review, edit, and then send, schedule, or save it as a template for reuse. You can regenerate with a different prompt at any time.
Viewing Email History
All messages for a record are grouped in the timeline:
- Activities shows the full history — emails alongside calls, tasks, notes, and comments.
- Emails shows only the email thread for that lead or deal, with reply and cancel actions for scheduled messages.
Email delivery requires a connected email account. You can manage accounts from Settings → Email Accounts or Desk's Email Account.