From an empty workspace to replies you can work
Twelve steps, in the order you'll actually do them: set up sending you own, build a campaign worth sending, then handle the conversations it creates.
The journey
Setup → campaign → replies → meetings → analytics. Everything below sits inside one of these five phases.
- Step 1
Set up
Workspace, domain, DNS and mailboxes — the foundation everything else sends on.
- Step 2
Build
Import leads, write the sequence, personalize with AI and test before launch.
- Step 3
Send
Launch with pacing, rotation and sending windows across your connected mailboxes.
- Step 4
Convert
Work replies in the Unified Inbox and move real conversations through the CRM.
- Step 5
Improve
Read analytics, automate what repeats, and adjust the next campaign on evidence.
The twelve steps
Each one lives in the same workspace — no exports between stages.
- 01
Create your workspace
A workspace holds your domains, mailboxes, leads, campaigns and reporting. Agencies create one per client so nothing crosses over.
- 02
Connect your domain
Add a domain you own. It's the identity your prospects see and the reputation you keep, whichever provider you send through.
- 03
Configure DNS
Add the SPF, DKIM and DMARC records MunchReach generates. Verification has to pass before the domain can be used for sending.
- 04
Connect your email accounts
Bring your own mailboxes over SMTP or an API provider. Credentials are stored encrypted and tested before the account is enabled.
- 05
Warm up the mailboxes
Warmup ramps volume gradually and scores account health, so a new mailbox never jumps straight into a full campaign.
- 06
Add or import leads
Import a CSV or add leads by hand into lists. Custom fields imported here become the variables you personalize with.
- 07
Build your campaign
Compose the sequence: steps, wait intervals, variants, sending window and which mailboxes carry the volume.
- 08
Personalize with AI
Generate opening lines from the lead fields you imported, then preview each message with real data and check for unresolved variables.
- 09
Launch outreach
MunchReach schedules sends across accounts, respects daily caps and pauses anything whose deliverability signals go the wrong way.
- 10
Manage replies in the Unified Inbox
Every reply from every mailbox lands in one threaded view. Answering stops the remaining follow-ups automatically.
- 11
Manage prospects in the CRM
Replies become contacts on a pipeline with stages, tasks, notes and an activity timeline your whole team can see.
- 12
Track analytics and automate
Read the funnel by campaign and mailbox, then turn the repeatable parts into automations that run on triggers and conditions.
What it looks like in the product
Verified domains before a single send
MunchReach shows exactly which records are missing and re-checks until the domain passes. No campaign can go out on an unverified domain.
- Generated SPF, DKIM and DMARC records
- Re-check on demand
- Per-domain mailbox list and health
Preview every message with real lead data
Before launch, render each step against an actual lead, run a test send from the mailbox that would deliver it, and see any variable that failed to resolve.
- Step-by-step preview
- Test send with delivery diagnostics
- Unresolved variable report
Replies in one inbox, follow-ups stopped automatically
The Unified Inbox threads inbound replies against the campaign and prospect that produced them, so whoever picks it up has the full history.
- All mailboxes in one view
- Sequence stops on reply
- Notes and CRM stage from the same screen
A funnel that explains the result
Sent, delivered, opened, replied and bounced, broken down by campaign, step and mailbox — so the next iteration is a decision, not a guess.
- Conversion funnel by campaign
- Per-mailbox deliverability
- Trends across any date range
Then it keeps running
Automations
Triggers, conditions, waits and actions handle the follow-through.
Warmup
Health scoring continues on every connected mailbox, not just new ones.
Reporting
Each campaign feeds the same analytics, so trends survive iteration.
Start Sending
Create a free workspace, verify a domain and send your first campaign from a mailbox you own.