PRPriya Raman2Tue 09:14
Following our call, here is the rewire schedule for the three Leeds sites, with the compliance certificates attached.
Inbox & Sequences
Email that belongs to the deal,
not to one person’s laptop.
Threads sit against the record they concern, with your signature, your attachments and the whole team's visibility. When someone is away, the conversation does not go with them.
Connect the mailbox you already use · Nothing is migrated
Sequences
Cold outreach: tradesQuote follow-upCommercial rewire: three Leeds sites
3 messages · Daniel Okafor, Priya Raman
DODaniel OkaforTue 16:42
Thanks Priya. My co-director wants to see the phasing before we sign. Could you send the second-quarter option too?
PRPriya Raman1Wed 08:02
Of course, both options are in the revised quote. I have provisionally held the crew for w/c 8 September.
Reply to Daniel…
SendPriya at NorthwindAttachLogged to deal
The problem with email
The quote is in someone's sent items.
Every service business has lost a job this way. Not because nobody sent the quote, but because nobody else could see that it had been sent, or what it said.
Threaded to the record
Every message is attached to the lead and the deal it concerns, automatically, as it is sent and as it arrives.
Visible to the team
Anyone in the workspace can pick up the thread. Holidays and handovers stop being a reason to lose a job.
Your name on it
Per-member signatures, so replies go out from a person rather than from an inbox nobody recognises.
Writing it, and chasing it
A real editor, your signature, and a follow-up that knows when to stop.
Formatting that survives the send, attachments listed with their sizes, and the signature rendered in front of you rather than appearing after the fact. A quote left unanswered is not a no, so a short sequence chases it over a fortnight and stops the instant someone replies.
- Rich formatting, links and lists, with the HTML sanitised on the way in and out
- Per-member signatures, previewed in the composer rather than after sending
- Recipient addresses carrying their verification status
- Sequences that send under the owner's name and stop on the first reply
- The deal it is logged against stated before you press send
New message
Draft savedTod.okafor@northgate-elec.example.com
Ccr.bennett@northgate-elec.example.com
ReCommercial rewire: phased pricing, both options
Priya at NorthwindAttach
Hi Daniel,
As promised, here is the rewire schedule split across two quarters, with the single-phase option kept alongside it so your co-director can compare the two side by side. The compliance certificates for all three sites are attached.
I have provisionally held the crew for the week commencing 8 September. That hold lasts a fortnight, so there is no rush on your side this week.
Priya Raman
Northwind Services · 020 7946 0114
Rewire-schedule-phased.pdf412 KB
Compliance-certificates.pdf1.1 MB
SendTask on replyLogged to the deal as it sends
Joined up
What was said on the call becomes what gets sent.
A call ends with a summary and a promise. The draft is already threaded against the deal with that promise in it, waiting for you to check it. You send it, the deal moves, and the task clears.
- Drafts written from what the call actually covered
- Offered as a proposal, so nothing goes out unread
- Sending moves the deal on and clears the task
- The next person sees the whole sequence of events
Deals at risk this week
Which deals are at risk this week, and why?
Three deals need you today.
Rowan Tree Landscaping [S1] has had no reply for twelve days and its close date passed on Tuesday. The last thing sent was the estate grounds quote at $12,900.
Ashcombe Removals [S2] has been idle for eleven days. The only contact attempt since the search was a call nobody answered.
Northgate Electrical [S3] is live but waiting: the co-director asked for phased pricing on Tuesday and nothing has gone back.
Searched workspace4
S1Deal: Estate grounds maintenance
Quoted · $12,900 · close date passed
S2Lead: Ashcombe Removals
Last activity 11 days ago · call not answered
S3Call: Daniel Okafor, 4 Aug
Asked for phasing before sign-off
S4Task: Send phased quote
Assigned to Priya Raman · due today
↳ Draft the phased quote email↳ Show me everything idle over 10 days
Proposed Task
Send phased quote to Northgate's co-director
Daniel asked for two-quarter phasing on Tuesday's call and sign-off sits with the co-director, who has not seen a quote yet.
titleSend phased quote to co-director
dealCommercial rewire: 3 sites
assigneePriya Raman
dueAtToday, 17:00
ApproveEditDeny
Ask about leads, deals, tasks, emails, calls, meetings and your calendarClaude Opus 5
Also here
The rest of the inbox.
Awaiting reply
A folder for everything you are waiting on, so chasing is a five-minute job rather than a memory test.
Send from anywhere
Reply from the record, the deal or the thread. It is the same message and the same log either way.
Unread that means something
The count in the sidebar is work waiting, not an alarm, so it is coloured as such, and it goes down as you read.
Questions answered
About email and sequences.
Does it replace my email?
No. You connect the mailbox you already use, and messages continue to arrive there. What Bloc CRM adds is the thread appearing against the lead or deal it concerns, so the conversation is visible to the team rather than sitting in one person's inbox.
Can each person have their own signature?
Yes. Signatures are per member within the workspace, so a reply sent by one of your engineers goes out under their name and the business's branding rather than a generic account.
What is a sequence?
A short series of follow-ups sent on a schedule you set, most often for quotes that have gone quiet. It stops automatically the moment the recipient replies, which is the part that matters: nothing is more damaging than a chaser arriving after someone has already said yes.
Will my team see each other's emails?
Within the workspace, yes, and that is the point. When someone is on holiday or leaves, the conversation stays with the deal rather than going with them. Visibility stops at the workspace boundary and never extends to another workspace.
Does it handle attachments?
Yes, including quotes and certificates, and they stay attached to the record so the next person can find the version that was actually sent.
Get the quotes out of sent items.
Connect a mailbox and watch the next thread land on the deal where the rest of your team can see it.
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