Campaigns
This is the one part of Wise CRM that people otherwise leave their CRM to go and buy. Recipients come from the list you are already looking at, the message goes out from your own mailbox, and there is no monthly fee per thousand contacts.
The recipients are the list you already filtered
Filter the Customers or Leads tab down to the people you mean — one product, one country, one keyword — tick them in the Sel column, and open the campaign window. The count is on the window, so there is no moment where you are not sure who is about to receive it. Contacts marked "include in emails" are the ones that are written to.
- Ticked with the X in the Sel column, or with the ALL / NONE buttons
- One organisation can have several recipients
- Unsubscribed addresses are left out automatically
- The count on the window is the number that will be sent
One window, and it tells you what is missing
BROWSE picks the HTML body, ADD attaches files, the User drop-down chooses which of your mailboxes it is sent from. SEND stays grey until the window has everything it needs, and the line along the bottom says which piece is still absent. It replaced a chain of separate prompts in August 2026 — one window you can look at is worth four questions you have to remember the answers to.
- The message body is an HTML file you wrote in any editor
- More than one sending mailbox, chosen per campaign
- Attachments with their proper MIME types
- A grey SEND is a checklist, not a fault
In their language, with their name in it
Put a Slovenian body beside the English one and Wise CRM sends each recipient the version that matches the language on their record — subject line included, because a subject that changes with the language is the half most tools forget. %ORG% and %CONTACT% are replaced with the organisation and the contact before the message goes out.
- One body file per language, picked up by name
- A subject file per language beside it
- %ORG% and %CONTACT% written into subject or body
- Pictures inline in the message, not as attachments
It behaves like a mail system, not a blast
At most sixty messages an hour to any one organisation, so a mailing to forty people at the same university does not arrive as a flood and does not get the domain to treat you as a nuisance. Every message carries a working unsubscribe, and an unsubscribe applies itself — the address is out of the next campaign without anyone touching a list. Bounces are swept up afterwards and the log says exactly what happened.
- Per-domain pacing, with the estimated duration shown before you start
- List-Unsubscribe in the headers, and a link in the message
- An unsubscribe removes the address from the next campaign by itself
- The log records planned, sent, failed and bounced
Keys worth learning on day one
A campaign starts from the tab you are already standing on.
- F1 / F2
- Customers or leads — where the recipients come from
- Click Sel
- Tick one organisation for the next mailing
- Sel header
- Cycle to the ticked rows and see exactly who is in
- F5
- Refresh after somebody else edits the list
What this replaces
This is the one with a price on it. A mailing platform for a few thousand contacts is a monthly bill in every catalogue, and this is that feature, included.
- A Mailchimp-class subscription, billed per contact per month
- Exporting a CSV out of the CRM to upload it somewhere else
- Keeping the unsubscribe list in two places and getting it wrong
- Sending from a platform your customers have never heard of
Send one to twenty people
Write an HTML file, filter twenty customers, tick them and press SEND. Then look at the log.