Our latest updates help you organize your pipeline, build repeatable outreach, and prepare for the day ahead. Here’s what’s new in YouEx.

A refreshed workspace, and a clearer view of your pipeline

YouEx has a new look, with updated navigation and CRM layouts. A new Kanban board lets you drag leads and Opportunities through sales stages, so you can see where conversations stand and move them forward.

Build your follow-up once with Email Sequences

Create a sequence of emails and wait periods, then enroll prospects from CRM records, email lists, or playbooks. Keep approved messaging exactly as written, use AI generated copy, or add a personalized introduction while preserving the main body. Attach these Email Sequences to events like Web Leads or Meeting Invites for drip marketing.

Share useful content, and see how prospects engage

Keep PDFs and videos alongside your CRM records and include them in outreach. Publish Knowledge Base PDFs to branded pages where prospects can read an AI summary, ask questions about the document, or download a copy. Use them as gated content on your website.

When someone opens a file from a CRM email, YouEx records engagement such as time on page, scrolling, and video progress—giving you more context for your next conversation.

Check out an example here

Start your day with a morning briefing

Bring today’s meetings, guest research, and CRM reminders together in one morning email. Review who you’re meeting, get useful background, and open the relevant records before your first conversation. Morning briefings are available when your workspace enables calendar lead import.

All of these are available in your YouEx.ai workspace today. Don’t have one? Give it a free try at https://youex.ai/