Sequences: Automated Multi-Channel Outreach

Scale your sales development with intelligent, multi-channel sequences powered by AI personalization.

What is a Sequence?

A Sequence is a series of automated steps executed over time. Steps can include:

Emails: AI-composed messages with React Email templates.

SMS: Text outreach via AWS Pinpoint.

Tasks: Manual follow-up reminders for the sales rep.

Delays: Configurable wait periods between steps.

BasaltCRM's AI engine personalizes every interaction:

Icebreakers: Scrapes prospect data to write unique, relevant openings.

Tone Matching: Adjusts messaging based on the target's industry and role.

Context Awareness: Uses deal and account data to inform messaging.

Outreach is powered by enterprise-grade delivery:

Resend: Primary email delivery engine.

AWS SES: Scalable fallback for high-volume sends.

Google & Microsoft OAuth: Native Gmail and Outlook inbox integration for sending from your own address.

MX Verification: Every email address is verified before send to protect your domain reputation.

Create a Campaign: Define the context, goal, and target audience within a Lead Pool.

Build the Sequence: Add steps (email, SMS, task, delay) with AI-generated content.

Assign Lead Pool: Attach a pool of leads to the sequence.

Launch: Start the automated engine. Monitor open rates, click-through, and replies.

Every lead in a sequence is tracked through these statuses:

IDLE → PENDING → SENT → OPENED → MEETING_LINK_CLICKED → MEETING_BOOKED → CLOSED → CONVERTED.