Features

Pigeon is a CRM built inside Gmail that allows you to send cold email campaigns, schedule automated follow ups, and keep track of your entire process inside Gmail.

Here are some of the features:

Never let a deal fall through the cracks, ever again.

View your pipeline from within your inbox

  • Never leave Gmail
  • All fields, stages, etc are fully customizable - it works for you
  • Get a view of all of your leads, linked to email threads.

The simplicity of a spreadsheet in your email

  • No more clunky CRM in a separate window
  • It’s like a spreadsheet, but on steroids

Add entries, filter, group by status, copy, paste, and sort

Quickly find the email conversations for your leads

  • See what email conversations happened
  • Links straight through to the conversation

Multiple tabs

  • Track different campaigns, promotions, and leads
  • Just like a spreadhseet!

Email Templates

Video: How to use Pigeon Email Templates (3 mins)

Using your templates

How to access your templates

  1. While composing an email or reply, click the icon for Pigeon Templates.
  2. Click Open templates.
  3. Start typing to search for your template or navigate with the arrow keys.
  4. Press Enter/Return to insert the template.

How to use the keyboard shortcut

While composing an email or reply, press command + semicolon (⌘ + ;) or if you're on a PC, press alt + semicolon (alt + ;).

How to insert variables into email templates

To tackle your emails faster and make them more personalized, our email templates work the same as our sequences, you can insert variables from your CRM, such as {{ first_name }}. Learn more about variables.

How to add a new email template

Adding from the templates menu

  1. Click Templates on the left side of Gmail.
  2. Drop down your templates and click "Create a new template"

Adding from an email you just typed out

  1. When you're ready, click Pigeon templates
  2. From the options, select Create Template From Message

How to edit an email template

  1. Click "Templates" on the left side of Gmail.
  2. Select the template you'd like to edit.
  3. Edit right from there.

How to delete an email template

  1. Click "Templates" on the left side of Gmail.
  2. Select the template you'd like to delete.
  3. In the top right, look for the three dots dropdown

View details of your leads directly alongside emails.

Video: How to use the Pigeon sidebar (2 mins)

Adding email conversations to your CRM

In the Pigeon sidebar, there are two options:

1 - Create New Entry: Create a new entry (new lead) from this thread.

2 - Add To Existing Entry: Add this thread to an existing entry (existing lead).

1 - How to add a new entry

  1. Under "Create New Entry", you will see a list of all of your collections.
  2. Click the collection you'd like to add it to.

2 - How to add to an existing entry

Pigeon is smart - it will first look through your entries to see if there are any entries to suggest you add to:

If you're looking for something else, you can simply search for it:

Editing all of your CRM data

  1. You can edit all data in your CRM right from the sidebar

How to remove an entry

  1. Click the "Settings" cog wheel.
  2. Click "Remove thread from Pigeon"

(this will remove the Pigeon thread record from that entry, and will not delete the entry itself - you must do that from the CRM)

How to send an automated sequence from the sidebar

You can send a follow up sequence in an existing email conversation. These follow ups will send as replies, making your follow ups feel ultra-personalized.

  1. Click the Setttings cog wheel, and select "Send Sequence".

How to view scheduled follow-ups from the sidebar

If you have any scheduled follow-ups (from a sequence) you can see them in the sidebar.

  1. You can see exactly when the follow ups are to be sent.
  2. You can expand each one to view the contents
  3. You can delete the follow ups if you'd like (with the trash can).

How to view other email conversations associated

  1. Click the "Expand" icon in the top right of the sidebar

How to add a new field from the sidebar

  1. At the bottom of the sidebar, simply click "Add Field"

Email Sequences (+ mail merge)

Video: How to set up and send a sequence (6 mins)

How to send a sequence to your leads

  1. Select the entries you'd like to send a sequence to
  2. Click "Send Sequence" in the top right

How to create a sequence

  1. Drop down the sequences and select "Create a new sequence" (or choose an existing one)

How to personalize emails

  1. Click "Add Email" to add the first email of the sequence
  2. Add the subject line for your email
  3. Add the body for your email
  4. You can customize this with variables from your CRM. Learn more about how to use these variables.

How to schedule emails to send later

  1. Click the dropdown for "Send Time"
  2. Click "Send Now" if you'd like to send them immediately
  3. Pigeon is smart, you can also type "in 5 hours" or "Monday at 5pm" - pretty cool!

How to send from a different email (with aliases)

  1. Click the dropdown for "Your Email To Send From"
  2. Select the email you'd like to send from (it will default to your mail email)

How to include your signature

  1. In the email editor, click "Advanced Options"
  2. Check the box for "Include signature"
  3. Click save, and you will see your signature appear in the preview!

(this works for your alias signatures too)

How to attach files to your sequences

  1. In the email editor, click the "file icon" above the text editor
  2. Choose your file and attach!

How to track clicks on your sequences

  1. In the email editor, click "Advanced Options"
  2. Check the box for "Track clicks"

How to send emails in batches

Sending a lot of emails, and want to batch them throughout the day? Or over many days?

  1. Click "Advanced Options"
  2. Type in how many sequences for each batch.
  3. Type in the "batch interval", or how far apart the batches should be (in minutes).

An example: If you wanted to send 100 sequences in total, you can put 10 in the batch field and 60 in the batch interval field. That would send 10 sequences every hour for the next 10 hours.

How to set automated follow-ups

Learn more about how automated follow-ups work.

I don't want to send a whole new sequence, I want to set follow ups in an existing conversation

Learn more about reply sequences.

Know when your emails were read.

Email tracking

  • Know when someone read your email
  • See this right inside the Gmail!

  • You can also see when the recipient clicks on links in your emails.
  • (Optional setting)

Automated follow ups.

Send automated follow ups to existing conversations

  • Want to send some automated follow ups with someone you’re already talking to?
  • Pigeon will send these as replies
  • Watch how easy it is to put an existing conversation into a follow up sequence, inside Gmail :

Configure days between follow ups

Send from multiple emails

  • Want to send emails from another email address?
  • Pigeon has access to all of your aliases!
  • It’s as simple as this

Eliminate the chase with reply sequences

What is a reply sequence?

If you're having an ongoing email discussion with a lead, you don't want to follow up as a new email, you want to follow up in that thread!

A reply sequence allows you to send automated follow-ups as replies inside existing email conversations.

Video: Effortlessly insert templates AND schedule auto follow-ups while processing email (3 mins)

Video: Setting follow-ups inside an ongoing email conversation (2 mins)

Stay organized with Saved Views

Video: Saved views, sorting, & searching (3 mins)

Use saved views to save cuts of data, such as:

  • In progress deals
  • Deals you might lose if you don't contact soon
  • Anything you'd like!

Creating a saved view

  1. Choose what dimensions you'd like to save (search, sort, and group)
  2. Drop down your saved views
  3. Click "Create New View"

Your saved views now show up in the sidebar, for easy access

Renaming a saved view

  1. Select the three dots next to your saved view.
  2. Click "Rename View"

Deleting a saved view

  1. Select the three dots next to your saved view.
  2. Click "Delete View"

Quick access to all your data.

Anywhere in Gmail, you can hit the keyboard shortcut "command+k" or "alt+k" (on a PC) and it will pop up the all new Pigeon Helper.

You can:

  • Search for leads and navigate to them
  • Navigate to collections
  • Navigate to saved views
  • Go to your sequences
  • Go to your scheduled mails

See it in action:

https://i.imgur.com/Du08NzU.gif

And here's a video of how it works :)

Pigeon Compose Widget

Sending a new email manually in Gmail and want to add it to Pigeon?

You can now do that right from the compose window.

You can also:

  • Create a new entry right from the compose menu
  • Add to an existing entry
  • Edit all of the details about your entry
  • Remove the lead from the email (if necessary)

Here's how it works.

Attach files to outreach, sequences, and follow ups

You can attach files to the emails in your sequences.

Here's how you can do it:

Pigeon Email Analytics

Want to see how your emails are performing?

Analyze sent, open, and click rate for all your sequences.

To access it, just hover over the activity icon for any email of any sequence! Here is a GIF of how simple it is: