📣
Mass communication
Send emails, SMS or WhatsApp to hundreds or thousands at once.
InOne CRM • Bulk Actions
Bulk Actions that streamline your workflow
Manage large volumes of data, tasks and communications efficiently. Perform actions across multiple contacts or campaigns in just a few clicks — with audit trails and POPIA-aware guardrails.
WhatsApp • SMS • Email
Bulk record updates
Campaign launches
POPIA-ready
Key benefits of Bulk Actions
Save time, reduce manual input, and keep comms consistent across channels.
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Bulk updates
Edit contact fields, pipeline stages or lead status across many records.
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Automate campaigns
Launch multi-lead campaigns in one go for consistent outreach.
✅
Task management
Assign and update tasks for multiple team members or projects.
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Lead management
Advance leads in bulk to keep follow-ups timely and efficient.
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Data management
Clean up your CRM with bulk imports, edits, or safe deletions.
How teams use Bulk Actions
Email campaigns & newsletters
CRM field & owner updates
Appointment reminders at scale
Marketing automations launch
Database clean-ups & merges
Minutesto apply large updates
1 viewto track results & logs
Multi-channelWhatsApp • SMS • Email
POPIAguardrails baked-in
How Bulk Actions work
01
Filter & select
Choose audiences by lists, tags, segments, or pipeline stage.
02
Pick an action
Update fields, assign owners, send messages, launch flows, or schedule.
03
Review & approve
Preview changes, confirm templates, respect sending windows & throttles.
04
Track & audit
Monitor progress, exports and logs — with rollback options for safety.
POPIA & Safety checklist
Consent & Opt-out
- Template approvals and source/time stamps
- Clear opt-out wording on every message
- Per-channel audit logs
Minimise & Retain
- Collect only what’s needed per journey
- Retention windows & auto-deletion
- Scoped access & change logs
Security & IP
- Encryption in transit/at rest; signed webhooks
- Human edits preserved for IP clarity
- Rate limits & safe send windows
FAQ
Straight answers on compatibility, throttling and delivery.
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Does this work with our current CRM?
Yes — Bulk Actions run in InOne CRM and can sync with your connected tools.
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Can I target only a segment?
Use filters (lists, tags, pipeline stage, owner, custom fields) to apply precise actions.
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Is there an undo?
Bulk operations create audit logs and offer rollback options for supported actions.
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Are sends throttled?
Yes — we respect safe send windows and channel-specific rate limits for deliverability.
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Can I A/B test?
Create variants, split audiences, and promote winners once results are in.
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Who can set this up?
Your team or our implementers. We’ll help with templates, filters and approval rules.
Maximise efficiency with Bulk Actions
Simplify your workflows and increase productivity with safe, scalable operations in InOne CRM.
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