Follow up and nurture customers through automation campaigns – pre-built in the system. This involves a series of actions that occur over longer periods of time in order to nurture records through the sales funnel based on the stage they are at in the workflow. Target specific records keeping their minds engaged with emails, text messages and more.

Our suite of powerful professional content and marketing automation tools would cost thousands of dollars a month on their own. You get them all included in your plan for no extra charge.

Marketing is an undeniably the most powerful strategy for lead acquisition and customer retention. Creating a library of email, text, video, MMS, posters and flyers templates and more can save you a ton of time long-term, allowing you to quickly choose and lightly edit best practices templates . Use pre-built templates tailor-made for your industry’s needs, or use HTML and advanced drag and drop template builders to help you intuitively and quickly create new marketing templates for your upcoming campaigns, or daily use across the company.

Email templates allow you to customize the formatting and text of emails sent by users who share your content. Create, or import email templates with variable data merge tokens for quick and efficient communications from manual to automated campaigns. Templates can be text-only, or HTML and text built with our easy-to-use HTML editor or advanced template builder for responsive designs.

Easily consolidate all of your leads from various marketing channels into a single database. Streamline outreach and convert more sales to your pipeline with automated tracking, distribution, and lead scoring.

Automatically pre-fill customer documents and marketing flyers through document automation features. Streamline your document workflow by uploading document templates, in either PDF or MS Word formats with merge token mapping that automatically fill within the customer’s record file. Email, download, print and send documents, and/or use our eSignature solutions if eSign is required.

Birthday marketing is a marketing strategy used to nurture and strengthen relationships with the customers by reaching out to customers during their birthday month. Birthday marketing occurs as personalized and automated emails, triggered by each customer’s birth date that provides them with a specialized positive experience.

Text messaging templates provide pre-set text that can be used to quickly send common text messages without typing the message itself. This feature lets you send those replies simply by choosing them from a menu, instead of typing out the whole phrase if manually sending. Text templates support variable data merge tokens and are also used in automated messaging from drip campaigns to bulk messaging & triggered updates.

Build better business relationships with video messaging. Your brain can process visuals much quicker than it can text. About 90% of the total information transmitted to your brain is visual. On top of that, your brain can process these visuals 60,000 times faster than text. Video messages help create clear and easy to understand information. Send video messaging 1:1, automated, or through bulk messaging – don’t just make communication more relatable, they actually increase understanding as well.

Email blasts are the undeniable powerhouses of email marketing efforts. Sending large quantities of email at once may be used for both transactional and marketing email messages. Simply put, an email blast (also known as a mass email or e-blast) is a single email sent to a huge number of recipients. You may be sending an email blast for a variety of reasons, such as a limited-time promotion, a major announcement, or something else that you want people to be aware of.

Email tracking is a method for monitoring the delivery of email messages to the intended recipient. Get email send, fail, open, and click tracking statuses with notifications to reveal the exact time that an email was received or opened.

Merge Tags (also known as Personalization Fields or Data Tags) allow you to customize templates (such as email, text, etc.) to customize each template specific to the customer, and to keep your customers more engaged. These tags pull from the fields in your system.

Creating a segmentation and contact management strategy can help you create and organize the relationships your business is developing with your customers and contacts. Help send contextual content and create conversations that people want to engage with. That is the power of bringing contact management and segmentation together.

When someone indicates that they do not want to be contacted, it’s imperative both from a relationship and a compliance perspective to respect their wishes. Uphold compliance standards with all contact methods, including call, email, and text. Helpu mitigate the risk of being out of compliance with TCPA, CASL, and CAN-SPAM regulations.

Email Validation is a method of verifying if an email address is valid and deliverable. It also confirms if an email address has a reliable domain such as Gmail or Yahoo.

Display advertising appears on third-party websites and uses video, image, or text elements to market products or services. There are many types of display advertising including banner, desktop, and mobile ads designed to align with that of the host website and the selected audience preferences. Design & deploy digital marketing campaigns across millions of frequented websites.

IP targeting is a method of digital marketing that involves targeting consumers using their IP address and delivering online advertisements accordingly. It’s a hyper-focused effort through which you can target the exact audience for your brand based on their physical address and put your advertisements directly in their line of sight.

Scheduling send features are handy when you want to send certain communications at specific times. Schedule email blasts, text blasts, or pre-defined automated drip campaigns off of specific run schedules to reach your customers at the most opportune times throughout the sales cycle.