We’ve given you the ability to include Attachments in email sent directly from FreeAgent CRM. You can also include Attachments in templates! These are s-m-a-r-t. They work with Email Analytics i.e. you know whether your leads and contacts have opened your email or clicked on your Attachment & when they did so.
This is such a great capability for sales and marketing. Get your info out in an organized, professional way & track exactly who looks at what! We strongly recommend you try it out!