Campaign Management

Create effective campaigns to fully engage with your customers.

Unlimited Campaigns

Track Progress

Segmented Client Lists

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.