Automate timely follow-up
Schedule messages and create autoresponder campaigns that help nurture relationships consistently.
CRM & Email Marketing Add-on
More than a CRM. A complete platform for client growth.
Organize leads, create professional email campaigns, automate follow-up and measure engagement—all from one connected platform.
Turn every contact into a lasting client relationship.
Schedule a DemoAvailable as an optional paid add-on.
Overview
Dashboard
Contacts3,248+12% this month
Emails sent2,307Last campaign
Reported opens56.6%Last campaign
Campaign activity
Email preview
Email sent successfullyMarket Update · 2,842 recipients
48
New leads captured
From your website in the last 30 days
One connected workflow
Everything you need to stay connected
Bring contact management and email marketing together, so you can stay organized, communicate consistently and build stronger client relationships.
01 · Contact management
Organize contacts and leads
Keep important information about every lead and client organized in one convenient place.
- Create and manage contact profiles
- Organize contacts into lists and groups
- Add custom fields for your business
- Import and export contact information
- Capture leads from your website forms
| Name | Phone | Group | Added | |
|---|---|---|---|---|
| Jane SmithBuyer | jane@example.com | (555) 123-4567 | Buyer | May 2 |
| Michael BrownSeller | michael@example.com | (555) 234-5678 | Seller | May 1 |
| Sarah JohnsonLead | sarah@example.com | (555) 345-6789 | Lead | Apr 30 |
| David LeePast client | david@example.com | (555) 456-7890 | Past client | Apr 29 |
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02 · Campaigns
Create campaigns with confidence
Design and send professional communications without relying on complicated third-party marketing software.
- Create newsletters and E-cards
- Start with reusable templates
- Personalize messages with client information
- Send to selected groups or mailing lists
- Schedule campaigns for future delivery
Understand campaign performance
Review successful sends, reported opens, bounces and unsubscribe activity in clear campaign reports.
Support reliable delivery
Email authentication, bounce handling and list-management tools help protect your sending reputation.
Subscription management
Make it easy to subscribe and unsubscribe
Add signup forms to your website, confirm new subscribers, manage communication preferences and process unsubscribes automatically.