Reusable templates that keep the whole team saying the same thing.
Templates for email, SMS, task description, meeting notes, and multi-step sequences. Variable substitution from the record. Usage analytics so you know which templates convert. Permission scopes so only vetted messaging reaches customers. Native insertion into the Strkr inbox, the record, and the Strkr Messaging thread.
A sales team at scale sends thousands of similar messages. Welcome emails after a form fill. Follow-ups after a demo. Pricing pages shared with the economic buyer. SMS confirmations before a meeting. Task notes for a prospect handoff. Writing each from scratch is both slow and inconsistent. Templates are the leverage: write the message once, make it the team's version, update it when it drifts, measure which ones convert. Done well, templates make a 50-rep team sound like one well-trained voice. Done badly, they are a graveyard of stale copy nobody uses because they look worse than typing fresh.
Email templates
Reusable messages for the inbox.
A library of email templates addressable from the inbox: welcome, follow-up, pricing, discovery, demo-prep, demo-recap, nurture, re-engagement, final-ask. Insert into any reply with a slash command. The variables (first name, company, meeting date, deal amount) pull from the current record automatically.
SMS templates
For Strkr Messaging.
A separate SMS template library for the Strkr Messaging inbox. Shorter, segmented-friendly, STOP-compliant. Variables substitute from the lead or contact. Each SMS template includes an opt-out footer if the campaign requires it. The messaging team keeps a controlled library of compliant templates.
Task templates
Repeatable work descriptions.
A library of task templates for repeatable work: "run discovery call," "send pricing proposal," "prepare QBR deck," "schedule renewal review." The template includes the description, due-date offset, assigned role, and default checklist. Flows can create tasks from a template reference.
Sequence templates
Multi-step outreach cadences.
A sequence template is a timed series of actions (day 0 email, day 2 LinkedIn task, day 5 call, day 10 breakup email). Each step uses a message or task template. Reps enroll leads into a sequence; the sequence runs until a reply, a stage change, or the final step. Keeps outbound and nurture motion consistent across the team.
Variable substitution
The record fills the blanks.
Every template supports variables: first_name, company, deal_amount, close_date, meeting_time, product_sold, owner_name. The variable renders from the linked record automatically. Fallback values can be set per variable (if first_name is empty, use "there"). The rep never ships a "Hi {{first_name}}" email by accident.
Formatting and attachments
Rich-text, images, links, attachments.
Email templates support rich-text (bold, italic, lists), inline images, hyperlinks, and attachments (files, PDFs, product one-pagers). The rendered email keeps the formatting. Attachments can be variable-driven (attach the right product one-pager based on the deal's product line).
Preview before send
See the rendered output.
Before sending, the rep previews the template with the current record's values filled in. Variables are rendered, formatting applied, attachments listed. The preview catches a wrong variable, a missing attachment, or a formatting error before the message reaches the prospect.
Permission scope
Shared, team, personal.
Templates are scoped: shared workspace templates visible to everyone, team templates visible to a role or team, personal templates for individual reps. The admin can mandate that outbound emails over a volume threshold use a shared template, which prevents a rogue rep from blasting their own copy to a thousand contacts.
What makes Strkr templates different
The product philosophy.
Every CRM ships templates. Where they diverge is on the dimensions that drive adoption: how easy templates are to find, how clean the variable syntax is, how fast insertion into a reply happens, how accurately usage is measured, and how predictably the template library stays alive instead of rotting. Strkr set out to build templates reps actually use instead of templates that live in an admin page nobody opens.
Slash-command insertion
Type slash, pick a template.
In any email reply, SMS thread, or task description, type / to open the template picker. Fuzzy search by name or body. Pick the template; it inserts with variables already resolved. Reps live in a slash-command motion that is faster than scrolling a dropdown or opening a modal.
Usage analytics
Which templates get used, which convert.
Per template: times used, times opened (for email), times replied, times converted to opportunity, times converted to closed-won. The analytics identify the three templates that drive 60 percent of the pipeline and the ten templates nobody opens. The library prunes itself based on evidence.
A/B variant
Two subject lines, measured.
A template can carry two subject-line variants or two body variants. Reps using the template get a random variant assignment per send; the usage analytics report the conversion gap. The team picks the winning variant based on data, not debate.
Review and approval
Legal reviews shared templates.
A shared template can require review before publication (legal, compliance, marketing). The template surface shows pending, under-review, approved, and deprecated states. Templates that touch regulated topics (pricing promises, legal commitments, warranties) always run through review.
Version history
Who changed what, when.
Every template edit is logged with user, timestamp, before and after. A disputed message traceable to the template version that produced it. Essential for enterprise sales where the "did we promise that in the pre-sales email" question has to have an auditable answer.
No per-template paywall
Unlimited templates on paid tiers.
Starter ships 50 templates per workspace, Pro and above ship unlimited. Teams running 300 templates across sales, marketing, success, and support pay per seat, not per template. Volume is not the gate.
Flow integration
A flow can send a template.
The email-send and SMS-send flow blocks take a template reference as input. "When a deal moves to Negotiation, send the pricing-template email from the owner." The flow pulls the template, substitutes variables, and sends. One template, triggered from both the inbox and the flow builder.
Compliance-aware
STOP footer, consent gating.
SMS templates automatically append the compliance footer when the campaign type requires it (A2P 10DLC marketing messages, cold outbound). Email templates can require consent gating (do not send to records with marketing_opt_out = true). The library enforces policy at send time, not at review time.
Mobile-ready
Insert from the phone.
The template picker renders on the mobile inbox and the mobile SMS thread. Reps on the road insert a template from an airport gate without typing. The library follows the rep across surfaces instead of forcing a desktop-only motion.
The buyer's math
Native templates beat a bolt-on.
The common pattern is to run a bolt-on sales engagement tool (Outreach, Salesloft, Apollo) for templates and sequences and the CRM for records. Each tool is reasonable alone. The compound pain is sync drift, duplicate contact management, per-user bills, and a sequence motion that lives one system removed from the CRM activity feed.
Per-user bill
No separate engagement bill.
Outreach and Salesloft run between 70 and 160 dollars per user per month on top of the CRM. For a 20-rep team that is a mid-five-figure annual bill. Native templates and sequences fold into the Strkr seat, which is 59 to 119 per seat including the full CRM.
Single activity feed
One timeline per record.
Native templates write every send as an activity on the record timeline. A bolt-on engagement tool writes activity in the engagement tool and syncs to the CRM, which is always lagging and prone to duplicate activities. Native keeps the timeline clean.
Variable integrity
Variables resolve from live records.
Native templates pull variables from live CRM records at send time. A bolt-on tool pulls from its last sync, which can be minutes to hours stale. "Hi {first_name}" referring to a renamed contact is a native problem the bolt-on tool is slower to catch.
Permission inheritance
One access matrix.
Native templates inherit CRM permissions. A bolt-on tool runs its own permission system that drifts quarterly. A rep accidentally sending a template outside their territory is a native impossibility and a bolt-on edge case.
Flow triggering
Native sends in-process.
A flow sending a native template fires in milliseconds. A flow sending through a bolt-on engagement tool fires an HTTP call, waits for the tool, waits for the next sync. Native is a straight line; bolt-on is a longer path with lag and error surface.
Admin surface
One template library.
With a bolt-on tool, templates live in two libraries (CRM for ad-hoc, engagement tool for sequences). Reps forget which library has which template; marketing updates one but not the other. Native keeps one library that both the inbox and the sequence read from.
Beyond the simple template
Where templates earn their keep.
A canned email with a few variables is table stakes. The real differentiation shows up when templates have to carry the brand voice at scale: conditional sections, dynamic attachments, approval workflows, multi-step cadences, and the thirty things a mature revenue team eventually needs.
Conditional sections
Show this paragraph only when.
A template can include conditional sections that render only when a condition is met: show the enterprise feature paragraph only when deal.amount is over 50k, show the security section only when the industry is finance or healthcare. One template serves segmented audiences without a dozen variants.
Dynamic attachments
The right one-pager per deal.
An attachment on a template can be dynamic: attach the one-pager that matches the deal's product line, attach the security pack when the industry is finance. The rep sends one template and the attachments auto-select.
Sequence branching
If reply, exit. If no reply, continue.
Sequence steps branch on outcomes: if the lead replies, exit the sequence. If no reply after 3 days, send step 2. If opened but not replied, send a nudge. The sequence tree can be arbitrarily complex; the common case (3-touch cadence with reply-based exit) is a template.
Sequence throttle
No more than X per day per rep.
A sequence can throttle sends per rep per day (max 50 cold outbound per rep per day) and per account per week (one touch per week on an account across the whole team). Prevents a rep from accidentally running an unwinnable volume and prevents multiple reps double-touching the same account.
Template library governance
Deprecate stale templates.
Templates with zero use over 90 days flag as stale. The library view groups active, under-used, and stale templates. The admin reviews stale templates and either archives them, revises them, or promotes them with internal training. The library stays alive.
Shared variable library
Define a variable once, use everywhere.
The admin can define workspace-level variables (company_name, support_email, product_tagline) that are available to every template. Updating the variable once propagates through every template that references it. Rebrand or copy change becomes a one-field update, not a 50-template search-and-replace.
How teams actually use templates
Six template patterns in production.
AE
Demo recap in two clicks.
After every demo an AE opens the activity on the deal, hits reply, types / for the picker, selects "Demo Recap" template. The template fills in prospect name, demo date, demo attendees, and the AE's talking points. Two clicks replace fifteen minutes of writing. The recap goes out within the hour.
SDR
3-touch outbound sequence.
An SDR enrolls 30 new leads per day into the "cold outbound" sequence. Day 0 personalized email. Day 3 LinkedIn connect task. Day 7 call task plus email. The sequence throttles at 50 per rep per day. The SDR focuses on personalization in step 1 and lets the cadence run itself.
Customer success
QBR prep template.
A CSM sends the QBR prep template 48 hours before every scheduled QBR. The template includes the agenda, the account's current ARR, open opportunities, open tickets, product usage trend, and the exec sponsor's questions from the last QBR. The customer executive opens the prep with full context.
Marketing operations
Event follow-up sequence.
Post-conference, every attendee is enrolled in the "event follow-up" sequence. Day 0 thank-you email with the booth photo. Day 3 case study attached. Day 7 personal offer from the AE. The sequence catches the attention window while the event is fresh instead of sending a cold follow-up 3 weeks later.
Sales ops
Legal-approved pricing template.
Sales ops maintains a legal-approved pricing template that AEs must use when sending pricing. The template includes the current price, discount thresholds, and the legal boilerplate. Any variant from the approved copy requires an approval. The "did we promise the wrong thing" question has one audit answer.
Customer support
Reply templates for common tickets.
Support maintains a template library for common ticket replies: password reset, billing question, integration issue, feature request acknowledgment. The library includes variables (ticket id, customer name, requested feature) that resolve from the ticket. Average response time drops from 15 minutes to 90 seconds for the common 60 percent of ticket volume.
Templates on every paid tier.
Email templates, SMS templates, task templates, sequence templates, variable substitution, usage analytics, A/B variants, approval workflows, and sequence throttle all included on every paid tier. Starter ships 50, Pro and above ship unlimited.
Strkr supports email templates (for the inbox and the email-send flow block), SMS templates (for the Strkr Messaging inbox and the SMS-send flow block), task templates (reusable task descriptions with default owner and due-date offset), meeting-note templates (consistent structure across logged meetings), and sequence templates (timed multi-step cadences that combine any of the above). Every template type supports variable substitution from the linked CRM record. Templates can be scoped as personal, team, or workspace-shared with optional review and approval before publication.
How do variables work in a template?
Variables are placeholders in the template that resolve to a value from the linked CRM record at send time. The variable syntax is a double-brace token like a first_name or company placeholder. The variable editor lets the admin pick any field on the record (and any field on parent records: the account for a deal template, the manager for an owner template). Each variable can have a fallback value for when the record field is empty, so a template never ships with a literal placeholder visible. The preview before send shows the resolved output so the rep catches a wrong variable before the message goes out.
Can we A/B test templates?
Yes. A template can carry two subject-line variants or two body variants. Each send through the template randomly assigns one variant. The usage analytics report per-variant open rate, reply rate, and conversion rate side by side. After enough sample size the admin picks the winning variant and retires the loser (or keeps running both if the difference is small). The A/B is at the template level, so a sequence using the template benefits from the ongoing test.
Can templates fire from a flow?
Yes. The email-send and SMS-send flow blocks each take a template reference as input. "When a deal moves to Negotiation, send the pricing-template email from the deal owner to the primary contact." The flow pulls the template, substitutes variables from the triggering record, resolves attachments, and sends. One template is maintained once and used from both the inbox (ad-hoc rep sends) and the flow builder (automated sends). Updates to the template propagate to both surfaces immediately.
How does Strkr handle compliance on templated outreach?
SMS templates automatically append the compliance footer when the campaign type requires it (A2P 10DLC marketing messages, cold outbound). STOP and HELP replies are honored at the Strkr Messaging layer so a recipient opting out is suppressed workspace-wide. Email templates can require consent gating (do not send to records with marketing_opt_out = true). The compliance checks run at send time, so a template that would violate policy is blocked at the moment of send rather than caught in a post-hoc audit.
Who can create and edit templates?
By permission. The admin grants templates.build to roles that should build templates (typically sales ops, marketing ops, senior reps). Templates can be scoped as personal (only the author), team (visible to a role or team), or workspace-shared (visible to all users with templates.use). Shared templates can require review before publication (legal, compliance, marketing). The permission matrix matches the rest of the CRM so there is no separate template-tool access scheme.
How does Strkr templates compare to Outreach or Salesloft?
Outreach and Salesloft are strong sales engagement platforms with deep sequence tooling. The limitation is that each is a bolt-on at 70 to 160 per user per month on top of the CRM. Strkr builds templates and sequences natively, so the per-user cost folds into the Strkr seat, the activity feed stays unified on the CRM record, and the sequence motion fires in-process with no sync lag to the CRM. For enterprise orgs that need Outreach-level sequence depth (dialer integration, deep conversation intelligence, multi-rep orchestration), the bolt-on tool still has a case; for most mid-market teams native templates cover the surfaces that matter at a fraction of the cost.
What happens to stale templates nobody uses?
Templates with zero use over 90 days flag as stale on the template library view. The admin can archive stale templates (hide from use but preserve for audit), revise them (fix the copy and reactivate), or delete them. Templates that get heavy use (top 10 percent) flag as hot so the admin knows which to defend during a copy rebrand. The library stays alive because the usage analytics make rot visible before the library grows into an unmaintained pile.
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