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Marketing & campaigns

Campaigns that hand sales warm leads.

Plan a campaign, pick its audience with smart lists, reach them by email or SMS, and see what it returned.

Highlights

  • Campaigns with a budget and a result

    Track budget, actual cost, expected response and expected revenue, then compare against the deals it produced.

  • Web forms in minutes

    Generate a form for your site that creates leads or contacts directly in the CRM, with optional captcha.

  • Email and SMS to any list

    Send personalised email or SMS to a filtered list, using templates with merge fields.

Screenshots

The leads list showing each lead with status, source, rating and last contact date.
Leads with status, source and rating side by side.

Everything included

What you get in Marketing & campaigns

Campaigns

  • Campaign records Type, status, dates, budget, actual cost and expected revenue in one place.
  • Target audience Link leads, contacts and organisations, each with their own response status.
  • Results See the deals sourced from each campaign and report on return.

Lists & segments

  • Custom list filters Build saved lists with any combination of field conditions.
  • Shared or private lists Keep lists to yourself or share them with the team.
  • Import Bring in CSV or vCard lists with field mapping and duplicate handling.

Email

  • Email templates Reusable templates with merge fields from the record you are sending to.
  • Mass email Send a personalised email to everyone in a list in one go.
  • Logged to the record Every email sent from the CRM is saved against the people it went to.

Web forms & SMS

  • Web forms Choose fields, defaults and owner; paste the generated form into your website.
  • Spam protection Optional captcha on public forms.
  • SMS Send SMS to contacts and leads through a supported SMS gateway, by hand or by workflow.

Works hand in hand with

All features

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