Campaign Management
Create effective campaigns to fully engage with your customers.
Unlimited Campaigns
Track Progress
Segmented Client Lists
UNLIMITED CAMPAIGNS
Create and build unlimited campaigns to fully automate your customer success playbook.
TRACK CAMPAIGN PROGRESS
Track the number of clients included in your campaigns and their status at any given moment.
CLIENT LISTS
Kilterly offers you the ability to create segmented client lists, allowing you to reach out to different clients through different campaigns.
Multiple Trigger Options
Subject to your campaign goal, set triggers for your campaigns through scores, date, time, tickets and client status.
Email Assets
Create unlimited email assets throughout your campaign. Send email assets through a simple text to follow up with clients, or through HTML emails when marketing to existing clients.
Task Alerts
Set alerts to remind you of manual tasks that need to be completed. Whether it’s a phone call, email, meeting request or any other type of touch point, our task alerts create a path to real client engagement.