Blog · Product update

Group text and group email, from the phone

Reaching both people in a household used to mean two sends from the car, or waiting until you were back at a desk. Now the household screen has a group option for text and for email, with your templates available in both.

Sends log to the journal as one activity against the household, so the record reads the way the conversation actually happened rather than as two disconnected entries.

The Text Household window on a household record, addressed to both Abigail and Alexander Davis, with a Quick Check-In template loaded and a Send group text (2) button.

More on why ZachCRM is built this way: why your 2,000 contacts are really about 900 households.