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Automation and follow-up
Rules, sequences and reminders so no customer is forgotten.
Set rules that create tasks, send messages or move deals when something happens. Build sequences that follow up over days.
Email campaigns reach the right segment, and every step respects the customer’s choice to opt out.
If-this-then-that rules
Multi-step sequences
Segmented email campaigns
Questions before you get started
Does a sequence respect a customer who opts out?
Yes. Marketing steps are skipped for anyone who has opted out.
Can I limit who receives a campaign?
Yes. Campaigns go to a segment you define.
Let’s look at how your team works.
Tell us your sector and what is slowing you down. We will show you how the platform fits and what setting it up involves.