9 things in SmartReach that Agencies 
Team switch
Switch between multiple client accounts, effortlessly
Switch between multiple client accounts seamlessly without having to log-in / log-out every time.
Get an overview of all your client accounts, know how each client account is doing, and which ones need more attention.
Each client's data stays independent and safe.
Email automation
Automate lead generation with the most advanced cold email and follow-up automation software in the market
Connect your email accounts. SmartReach sends your emails & follow-ups automatically, not by blasting them at once, but one-by-one as if you were sending them manually.
Personalize your emails at scale with Dynamic Email Content.
Advanced reply detection saves you from sending embarrassing automated follow ups.
Run A/B tests to learn which subject lines / email content get better outcomes.
Email deliverability
Make it to the primary inbox, not the spam folder
Suite of tools to help you maximize your email deliverability and open rates:
SmartReach validates all of your prospects' emails, at no additional cost! No need to pay for third-party list-cleaning services.
Conduct Spam Tests to know if you have configured your emails correctly.
Got a new email account ? Start campaigns with Warmup to slowly ramp up the number of emails you send, so as to build up your email and domain reputation.
We block emails to prospects if there are missing values for the merge-tags.
Roles and permissions
Guide your team to success
Invite team members to manage client accounts.
Configure the right level of access to features / data for team members based on:
- their role, and
- the clients they are assigned to.
Track your team's performance over time, identify what's working, and scale on winning strategies.
Reports
Get actionable insights to convert more leads
Infer the best strategies from detailed reports for Campaigns, Templates, Best sending times, and Lists. Focus on your winning strategies to get more leads for your clients.
Download reports to share with your clients, or simply add your client as a team member (without any extra pay) to view their campaigns.
Inbox
Boost productivity with our built-in Sales Inbox
Send replies to your prospects directly from SmartReach’s inbox, without needing to log-in / log-out of multiple client inboxes.
Have complete context while replying to prospects, with an inbox tailor-made for lead generation campaigns.
Designed to save you time and improve productivity when doing your daily tasks.
Workflows
Customize SmartReach to fit your lead generation workflow
Create custom Prospect Columns, and use them as variables (merge-tags) to personalize your emails.
Create custom Prospect Categories to track the stage each prospect is in, and to keep the prospect stages in sync with your CRM.
Use Triggers and Webhooks to automate tasks within SmartReach, and with other tools like CRMs.
Create custom workflows for each client depending on their requirement and the CRM they use.
Integrations
Integrate SmartReach with your essential business software
Connect with over 1000+ third-party software via our Zapier integration.
Integrate with your internal lead generation tools with our powerful API, Triggers, and Webhooks.
Use our native integrations to sync your data with Hubspot CRM, Pipedrive, and Zoho CRM.
Sync activity/prospect categories in SmartReach.io with lead statuses in your CRM
WarmupHero
What is email warmup and how does it help?
We have built a tool called WarmupHero to help with Email Warmup.
Email warmup is a mechanism to get your emails out of spam while trying to improve your sending reputation. It helps in sending your emails to your prospect’s inbox.
Emails from your account would be sent to a known list of real users working in different organizations.
If your emails land in spam, our warmup tool marks them as not spam, marks them as important, and replies back to you from all these users.
By giving active feedback to the email service providers’ spam filters that your emails are wrongly classified as spam and also by replying to all your emails, we try to improve your sending reputation.