CRM & Marketing Automation

Manage your leads and customers, email campaigns, automated email sequencing, course customers and affiliates. Monitor user activity and much more in one place.

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Email Campaign Management

Send one-off campaigns or or schedule campaigns with ease. Gather all the KPI’s and metrics you need to make data-driven decisions and trigger automated actions.

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360° Contact Overview

Your contact’s profile contains everything from communications to purchase history and everything in between.

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Flexible Contact Segmentation

Categorize users with lists and tags. Deliver unique personalized emails that your audience actually want to receive.

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Easy Email Sequencing

Acquire, onboard, engage, and nurture your audience effectively with relevant and personalized email sequences!

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Email Marketing Automation

Acquire leads, segment contacts, and automate communication and sales with powerful email marketing automation!

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Granular Reporting

In-depth automation reports for every campaign reveal opportunities for more customer satisfaction and sales. View everything in one place!

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Create Contacts List

Import your existing contacts or upload them in a CSV file. Create fresh lists and add users automatically. Set the trigger that will add a new user to a list. Triggers can be as simple as a user signup or an eCommerce purchase or a course completion, or a newsletter signup. Set the conditions and start adding users to the correct lists automatically.

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Send Emails

Delivering mass emails has never been easier! Create an email campaign, design a fresh email one or select one from your saved templates. A/B test your subject lines or test the preheader. Compose the email body. Use our design templates to speed up your workflow. Set UTM parameters for more advanced tracking. Send emails to a list and exclude some if you need to. Send a test email and preview all of your settings before sending out or scheduling a live campaign.

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Set Automated Funnels and Email Sequences

Sending out emails every day or week manually can be tedious. Replace all of that ‘friction’ an automated email funnel and focus on other tasks. Send bulk emails to your contacts automatically based on their actions (newsletter subscription, form submission, eCommerce purchase, course completion, etc.) After it’s set, everything will run automatically. It will continue sending out bulk emails based on the actions, conditions, and intervals you set.

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Turn Leads into Paying Customers

When you’re done with the automation setup, it’s time to make the funnel even more efficient and get paid! The detailed reporting features allow you to monitor how your different subject lines are performing in A/B testing, which links are getting better CTRs and which ones are underperforming. You can view which contacts aren’t opening your emails using the powerful “Dynamic Segments” option and send them more attractive offers to convert them from leads to paying customers.

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Why Sell Once When You Can Upsell?

Setup and manage all aspects of the customer journey. The powerful features in this tool enable you to create multiple sales funnels that will eventually lead to more sales of your products/services/courses to your existing customers. Whenever a user or customer reaches the final stage of your sales funnels, you can use that signal as a trigger to add that user to another funnel. And that will help your users make informed decisions and purchase more from you!

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