Ideas to put to work
Email to clients and prospects that reflects who they are to your firm.
Segments from your CRM
Sofia reads HubSpot contacts and deals and, with your approval, adds contacts to Resend segments by service and stage.
Broadcast from your latest thinking
Sofia reads your article in Word and creates the broadcast for the right segment, sent with your approval.
Replies routed to the owner
Sofia reads received emails, summarizes each reply, and creates a HubSpot task for the contact's owner, with your approval.
Email performance review
Sofia reads email metrics by broadcast and builds an Excel comparison of what drew opens and clicks.
What Sofia can do with Resend
Sofia reads and keeps current
- Sent emails
- Received emails
- Contacts
- Segments and audiences
- Broadcasts
- Email templates
- Domains
- Email metrics
Sofia does, with your approval where you want it
- Send an email
- Create or update a broadcast
- Send a broadcast
- Cancel or reschedule a scheduled email
- Create or update a contact
- Add or remove a contact from a segment
- Create or update a email template
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft ExcelSpreadsheets for numbers, models and trackers
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach- AhrefsSEO toolset for backlinks, keywords and rank tracking
Let Sofia run your Resend email
Score your firm in three minutes, or talk to our team.