CRM

Email signature name Emails from a contact page go out as "Maple Zen Team" <hello@maplezen.ca> in the site's look unless you pick your own address in the composer. This is the name that signs the team emails, above the business line and the website. Automatic emails (follow-ups, estimates) always go as the team. Your name on personal emails The other way to email from a contact page: from your own address, as a plain email that reads like one typed in Gmail, closed by your signature with the Maple Zen logo, the studio's phone number and the website. Replies go to your own inbox, not the timeline. Your title on personal emails (optional) Shown before "Maple Zen" on the second line of that signature. Your cell number New inquiries, inbound texts, voicemails and missed calls are texted here, and so are the reminders (9 am–7 pm): anything from a customer unanswered for 2 hours, a lead quiet for 3 days, an invoice unpaid for 3 days, a text or email that did not go through. Calls to the business line never ring this number: callers hear the greeting and leave a message, and you call back from the CRM. Your email for alerts An 8 am digest of everything waiting on you, on the days there is something. Leave blank to get the digest as a text instead. Email every alert too, not just the digest Track when customers open emails sent from the CRM Read receipts: text me the first time someone reads an email I sent by hand (opens by mail scanners and Apple Mail's preloading don't count; reads overnight wait until 8 am) Ring the CRM when someone calls the business line
Any open CRM tab rings for 20 seconds with Answer and Send to voicemail, then the caller hears the greeting and can leave a message. With no CRM tab open, calls go straight to voicemail. Text back callers who hang up without leaving a message AI answers customer texts on the business line Extra facts for the AI The AI already knows everything on maplezen.ca/faq: prices, options, dimensions, delivery, timeline, payment, returns. Put anything else here, in plain sentences. It hands anything it should not decide to you by text: orders, quotes outside the GTA, custom work, viewings, swatches, complaints. Missed-call text Goes out from the business line about 20 seconds after a caller hangs up without a message, to get the conversation going by text. Never sent to suppliers, opted-out numbers, toll-free numbers, or anyone texted in the last 24 hours. Leave blank for the standard wording shown. Automatic follow-ups for quiet leads

Once you have texted, emailed or called a lead and they go quiet, the CRM follows up for you: a text on day 3, an email on day 7, a text on day 14 and a last email on day 30, counted from your last message. It stops the moment they reply, and you get one alert when a series runs out. Leads only by default; each contact's page can switch it on (also while quoted) or off. Steps they cannot receive (no email, opted out of texts) are skipped.

Follow-up 1 · text, day 3 Follow-up 2 · email, day 7First line is the subject. Follow-up 3 · text, day 14 Follow-up 4 · email, day 30 First line is the subject. In all four, {first} is their first name, {signer} your first name, {thing} what they asked about ("the Zazen Bed", or "your upholstered wall panels project" from the custom form) and {line} the business number. Leave a box blank for the standard wording shown. Measure visit windows Weekly windows a customer can book a measure visit in, from their project page, maplezen.ca or an AI assistant. Days and times, several separated by semicolons: "Tue,Thu 10:00-16:00; Sat 10:00-13:00". Slots are the length below, over the next two weeks, minus visits already booked. Viewing windows Visit slot length, minutes Review link Shown on a customer's project page once the project is installed, next to the photo-permission checkbox.

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AI facts: . Fabrics in the list: (refresh with node tools/fabrics-import.mjs on the server).

Business line: . Texts and calls to it land in this CRM automatically; inbound calls go straight to the greeting and voicemail. Browser calling: . Email from the CRM: .

Payments (Stripe invoices): checking…

Customer email replies:

Email delivery and opens:

AI texting rep: . A text you send from a contact page silences it on that contact for 30 minutes; the switch on the contact page turns it off for good for that person.