We've made some important updates to Heap CRM:
1) My Variables:
This allows users (within the same company) to reuse each others e-mail templates while still keeping their data at the bottom of the automated e-mails.
2) E-Mail Template List Mode:
3) Expansion of the Person Duplicate Function:
This allows you to duplicate and associate as a related person to prospect in one click. You'll find it on the prospect details page.
4) You can now use the followup event format when creating a lead, opportunity, customer or archive by e-mail.