Field notes
We put cold email inside the CRM — where your contacts already live
Most teams run cold outreach in one tool and track deals in another, then copy-paste between them. NerdCRM now does sequenced cold email natively: campaigns send from your own domain, every reply threads back to the contact, and a warm reply becomes a pipeline deal in one click.
Cold outreach has a workflow problem that nobody talks about. You write sequences in one tool, your deals live in another, and the two never quite agree. A prospect replies in your outreach app; three days later a teammate emails the same person from the CRM because they had no idea a sequence was running. Someone books a call, but the campaign keeps sending follow-ups because the “stop on reply” never made it across the integration. You spend your week copy-pasting between tabs and reconciling two sources of truth.
We got tired of it, so we built cold email directly into NerdCRM. Same contacts, same tags, same pipelines — now with sequenced outreach running on top of them.
What it does
Sequenced campaigns from your own domain. Build a multi-step drip — subject, rich-text body, a delay between each step — and target it at a contact tag you already use. Email sends from your verified domain through your own Mailgun account, so it’s your brand in the inbox, not a shared sender. Merge tokens and saved templates keep it fast.
Every reply lands in one inbox, attached to the contact. When a prospect replies, it threads back into the Outreach Inbox against the right contact and deal — not a separate outreach app you have to remember to check. The campaign owner gets a notification the moment a real reply comes in.
Sequences stop themselves. The instant someone replies, their follow-ups stop. No more cold-emailing a person who already said “yes, let’s talk” — the single most common way outreach makes a team look careless.
A warm reply becomes a deal in one click. When a reply is worth pursuing, convert it into a pipeline deal straight from the thread. The conversation, the contact, and the deal stay connected.
You can see what’s working. Opens, clicks, bounces, and unsubscribes are tracked automatically, so each sequence shows its real funnel — sent, opened, clicked, replied — instead of a guess.
Built so you don’t torch your domain
Cold email is easy to do badly. Send too much too fast from a fresh domain and mailbox providers decide you’re a spammer — permanently. So outreach paces itself:
- Send interval — a minimum gap between sends (start at one an hour).
- Daily cap — a hard ceiling per day.
- Warm-up ramp — volume rises gradually over the first weeks on a new domain.
- Send window — only send during business hours, in the recipient’s time zone.
And before any of it touches a real inbox, test mode runs an entire campaign — scheduling, pacing, reply handling — logging each send to the console instead of emailing anyone. You confirm it behaves, then flip it off.
Who it’s for
Small sales teams that are already living in their CRM and don’t want a second tool — and a second bill — just to send a follow-up sequence. Recruiters working candidate lists, agencies chasing leads, EdTech admissions teams, anyone whose “outreach” today is a person manually sending the same email forty times and losing track of who answered.
If that’s you, it’s already here. An admin turns it on in Settings → Outreach (there’s an in-app setup guide that walks through connecting your domain and the safety settings), and your next campaign runs from the same place your contacts and deals already live. The live demo is seeded with a sample workspace if you want to look around first.
Frequently asked questions
Is outreach a separate add-on or part of NerdCRM?
It's built in. Outreach uses the same contacts, tags, and pipelines you already have — no separate tool, no extra subscription, no syncing. An admin enables it per organization in Settings → Outreach.
Whose domain does the email send from?
Yours. You connect your own Mailgun sending domain and API key, so cold email goes out from your brand — not a shared NerdCRM address. Each organization uses its own sending identity.
What happens when someone replies?
The reply threads straight back into the Outreach Inbox, attached to the contact, and the sequence stops automatically so you never keep cold-emailing someone who already answered. The campaign owner gets a notification, and you can convert a warm reply into a pipeline deal in one click.
Will this hurt my domain reputation?
Outreach paces every send through a configurable interval, a daily cap, a warm-up ramp, and business-hours send windows, so you ramp a new domain safely instead of blasting it. A built-in test mode lets you dry-run an entire campaign without sending a single real email.
See it in action
A read-only demo with phone-heavy sales data, ready in one click. No signup required.
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