Capability — Maildrive
Drip campaigns, newsletters and lifecycle email that run straight off your CRM records. No exported lists, no separate tool to reconcile — every send is written back to the contact, so the next person to open that record sees exactly what was said.
Included in every RightDesk plan
What Maildrive does
Because Maildrive reads the same records as your pipeline and your support desk, a sequence can react to a deal stage, a closed ticket or a signed agreement — not just to a tag someone remembered to apply.
01
Multi-step journeys with delays, branches and exit conditions. Build onboarding, nurture and win-back flows once, then let them run against everyone who qualifies.
02
One-off sends to a saved segment, with a block editor and a plain-text mode. Schedule ahead, or send the moment it is approved.
03
Audiences are queries, not frozen CSVs. "Trial, no login in 7 days, owner in Tokyo" re-evaluates itself every time the sequence steps forward.
04
Deal moves to Proposal, a Signdrive agreement is countersigned, a Zendrive ticket resolves — any of it can start, stop or reroute a campaign.
05
Every campaign email lands on the contact timeline beside the sales threads and support history. Your reps stop asking "what marketing already sent them".
06
Per-domain authentication, one-click unsubscribe honoured across every sequence, suppression lists that campaigns cannot route around, and bounce handling that pauses a journey instead of hammering a dead address.
A sequence, laid out
Each step carries its own condition. If the customer acts early, the sequence gets out of the way.
Sequence
Trial → Activated
Day 0 · immediately on signup
Welcome & first task
Sends from the account owner, not a noreply address.
Day 2 · if no inbox connected
Connect your mailbox
Skipped entirely for anyone who already connected one.
Day 5 · if pipeline is still empty
Import your contacts
Branches to a short video for teams over 20 seats.
Day 9 · everyone still in trial
What teams do in week two
Segment-aware: the examples differ by industry on the record.
Exit · deal marked Won
Hand off to the customer
Sequence stops, owner is notified, onboarding flow takes over.
Part of the whole
The reason most teams cannot answer "what has this customer actually heard from us" is that the campaigns live somewhere the CRM cannot see. Maildrive removes that seam: the drip is a first-class part of the customer record, next to the support history, the agreements and the deal.
See the full 360 viewOn the contact timeline
Nurture step 3 delivered · opened twice
Moved to Proposal by Aiko S.
MSA sent for signature · 2 of 3 signed
Ticket #4182 resolved · billing question
Removed from nurture — deal won
Maildrive is included with RightDesk. No separate contract, no list export.