Customer Success teams are responsible for scalable, high-touch communication. Toggles for Outlook lets you send faster, personalize with ease, and standardize messaging so nothing slips through the cracks.
Guided rollout included
Send us examples like onboarding sequences, quarterly check-ins, renewal notices, or meeting follow-ups. We'll help turn your first 3 into reusable Outlook workflows for your team.
Give CSMs a faster way to send consistent onboarding, adoption, renewal, and customer follow-up emails directly inside Outlook.
Send a new customer an onboarding email with attachments and approved kickoff details.
Send a quarterly check-in email to a customer.
Send a quick follow-up to a client after a demo.
Send a meeting follow-up with a recap and action items after a client meeting.
Notify a client that their service contract is coming up for renewal and send the renewal agreement.
Request a referral or testimonial from a client after a successful project delivery.
Use a curated set of onboarding, check-in, renewal, meeting follow-up, handoff, and billing workflows built for customer success teams working in Outlook.
Find the repeatable emails your Customer Success team should standardize firstRegular senders of structured Outlook emails.
Messages with repeated wording or structure.
Prep time before Toggles workflows.
min
For structured emails with repeated details.
Salary, benefits, and overhead if known.
Toggles workflows are user-initiated inside Outlook. They help prepare repeatable emails with approved details, but they never auto-send messages.
