Capture demand with context
Bring responses from forms, landing pages, campaigns, events, LinkedIn Lead Gen and other sources into a structured marketing process without losing where the interest came from.
Marketing Automation
Marketing automation that turns attention into qualified demand.
Capture demand, build audiences, run multichannel campaigns, nurture engagement, qualify intent, personalize communication with practical AI and measure conversion, all around one shared customer context.
Built for teams running acquisition, lifecycle campaigns, outbound marketing, WhatsApp, email and AI-assisted outreach, with audience, engagement and conversion signals connected from first touch onward.
Connected Marketing Execution
Turn acquisition, engagement and conversion into one connected motion.
Marketing rarely happens inside one campaign or channel. automateCRM connects lead capture, audiences, campaigns, conversations, nurture, qualification and conversion signals so teams know who to engage, what should happen next and what is actually creating demand.
Build audiences that can act differently
Segment people using profile, source, interest, behaviour and lifecycle context so the same message does not have to go to everyone.
Coordinate engagement across channels
Use email, WhatsApp, SMS, push and AI voice as parts of the same customer journey instead of running disconnected channel calendars.
Connect response to conversion
Carry engagement, qualification and campaign context forward so marketing can see what generates meaningful demand and sales receives more than a name and phone number.
Marketing Automation Capabilities
Everything your team needs to generate, nurture and convert demand, not just send campaigns.
From the first audience interaction to qualified demand and lifecycle engagement, automateCRM brings channels, customer context, automation, AI and conversion intelligence into one configurable marketing system.
Lead Generation
Turn every source of attention into structured demand your team can act on.
Forms & Landing Pages
Lead Sources
Source Context
Capture demand without losing where it came from.
Bring responses from acquisition channels into one structured lead flow while preserving the source, campaign and customer context needed for qualification and follow-through.
- Capture leads from forms, landing pages, campaigns, events, LinkedIn Lead Gen and connected sources
- Retain source and campaign context when the lead enters automateCRM
- Use structured forms to capture the information needed for qualification
- Route new demand into relevant audiences, nurture journeys or sales processes
- Trigger follow-up and marketing workflows from lead-capture events
- Keep acquisition history connected as the lead progresses toward conversion
Audience Segmentation
Build audiences from who customers are, what they do and what they need next.
Dynamic Segments
Lifecycle Context
Behaviour
Stop treating every contact like the same audience.
Use customer, lead and engagement context to create more relevant audiences for acquisition, nurture, repeat engagement and lifecycle campaigns.
- Segment by profile, lead source, product interest, geography or business-defined attributes
- Use lifecycle stage and engagement context to refine audiences
- Create segments around behaviour and campaign response
- Separate first touch, active, dormant and repeat-customer journeys
- Use custom business conditions where standard marketing segments are not enough
- Reuse audience logic across campaigns and channels
Campaign Management
Plan coordinated campaigns around the outcome, not separate channel calendars.
Campaign Plans
Multichannel
Scheduling
Give campaigns one operating layer from audience to outcome.
Plan audiences, channels, timing, communication and follow-through together so campaign execution does not fragment across spreadsheets and individual channel tools.
- Create campaigns around a defined audience and objective
- Coordinate multiple communication channels within the same campaign context
- Plan scheduled and triggered campaign activity
- Support reminders, events, webinars and time-bound promotional journeys
- Keep campaign ownership and execution visible to the team
- Retain campaign context as responses move into qualification and sales
Email Marketing
Run email as part of the customer journey, not an isolated blast.
Email Campaigns
Sequences
Engagement
Keep email campaigns connected to customer behaviour and follow-through.
Use email for acquisition, nurture, reminders and lifecycle communication while keeping engagement and next actions connected to the wider customer journey.
- Send targeted email campaigns to defined audiences
- Run scheduled and multi-step email sequences
- Use campaign and customer context to make communication more relevant
- Trigger follow-up actions from engagement conditions
- Track email engagement signals within the campaign context
- Carry useful engagement history forward into qualification and sales
WhatsApp Marketing
Turn WhatsApp into a structured marketing channel, not disconnected bulk messaging.
Templates
Campaign Messaging
Replies
Bring WhatsApp campaigns and customer response into the same marketing context.
Use template-based WhatsApp communication for campaigns, nurture and lifecycle engagement while keeping replies and follow-up connected to the customer.
- Use approved WhatsApp templates for structured outreach
- Send campaign communication to relevant audience segments
- Trigger WhatsApp messages from workflows and journey conditions
- Keep customer replies connected to the same customer context
- Move interested responses into appropriate follow-up or sales actions
- Use WhatsApp alongside email, calls and other channels instead of as a separate silo
SMS & Push
Use short-form channels when the moment matters more than the message length.
SMS
Push Notifications
Triggered Messages
Reach customers on the channel that fits the moment.
Use SMS and push notifications for reminders, time-sensitive communication and lifecycle events while keeping campaign logic connected to the broader customer journey.
- Send SMS communication to targeted audiences
- Use push notifications where supported by the connected customer experience
- Trigger messages from campaign or lifecycle conditions
- Coordinate short-form communication with email, WhatsApp and voice
- Use customer context to determine when a message should be sent
- Keep campaign activity connected to the underlying customer record
AI Voice Outreach
Turn high-volume outreach into structured customer conversations.
AI Voice
Qualification
Follow-up
Use AI voice where a conversation can do more than another message.
Bring voice bots into marketing journeys for outreach, qualification, reminders and follow-up scenarios while keeping outcomes and next actions connected to automateCRM.
- Use AI voice for structured outreach and campaign follow-up
- Run qualification or information-gathering conversations
- Support reminder and re-engagement use cases
- Capture call outcome and relevant disposition back into customer context
- Trigger the next workflow or human action based on conversation outcome
- Hand interested or qualified responses to the appropriate team with context intact
Journeys & Nurture
Keep engagement moving until intent becomes actionable.
Nurture Journeys
Behaviour Triggers
Sales Handoff
Keep nurturing moving without relying on somebody to remember the next touch.
Coordinate multi-step engagement around customer behaviour, campaign response and lifecycle stage so leads and customers receive the right follow-through as their context changes.
- Create multi-step nurture journeys across relevant channels
- Trigger follow-up from customer behaviour and campaign response
- Use timing and lifecycle conditions to control what happens next
- Shift communication when engagement or qualification status changes
- Move sales-ready demand into the appropriate sales process
- Keep the complete nurture history available after handoff
Scoring & Qualification
Know when audience engagement becomes sales-ready demand.
Lead Scoring
Intent Signals
MQL to SQL
Give marketing and sales a clearer definition of meaningful intent.
Combine lead profile, engagement and business-defined qualification rules to identify which responses deserve attention and when marketing should move a lead forward.
- Score leads using profile and engagement criteria
- Use business-defined qualification rules
- Identify stronger intent from accumulated customer activity
- Track marketing-qualified and sales-qualified progression
- Route qualified demand to the right sales team or process
- Preserve the marketing journey so sales understands why the lead matters
AI Personalization
Personalize at scale without surrendering marketer control.
AI Messaging
Audience Context
Next Best Action
Use practical AI to make communication more relevant, not more generic.
Use audience and customer context to assist message preparation, journey decisions and next-step recommendations while keeping marketers responsible for tone, strategy and execution.
- Generate AI-assisted messaging ideas using campaign and audience context
- Adapt communication around segment, product interest or lifecycle stage
- Create different messaging for first touch, active and repeat audiences
- Use customer context to recommend relevant next actions
- Apply AI assistance across email, WhatsApp, voice and campaign workflows where appropriate
- Keep human review and campaign control in the process
Marketing Analytics
Connect campaign activity to the outcomes the business actually cares about.
Campaign ROI
Conversion Funnel
Ask Your Data
See what creates demand, where conversion slows and what deserves more investment.
Move beyond opens and campaign counts. Connect lead generation, qualification, channel performance and downstream conversion so marketing decisions can be grounded in business outcomes.
- Track leads, MQLs, SQLs and conversion across campaigns
- Compare performance by campaign, channel, source or audience
- Analyse funnel movement from acquisition into qualified demand
- Connect captured campaign and cost information to downstream outcomes
- Drill from high-level marketing metrics into the underlying records
- Ask questions about marketing performance through conversational analytics
Configurable Marketing
Build marketing around your growth model, not somebody else's playbook.
Custom Journeys
Workflow Rules
Process Builder
Shape marketing automation around how your business actually creates demand.
Different businesses define audiences, intent, lifecycle stages and follow-up differently. Configure automateCRM around the marketing process you want your team to run.
- Configure marketing fields, segmentation criteria and lifecycle context
- Create campaign and nurture workflows around your own business rules
- Define qualification and routing logic
- Connect marketing actions with sales, service, loyalty and other processes
- Use custom modules when your marketing model extends beyond standard CRM structures
- Bring workflow automation and agentic actions into marketing processes where useful
Beyond Campaigns
Marketing shouldn't lose context when the customer moves to the next stage.
The campaign is only one moment in the customer journey. Acquisition source, engagement, preferences and conversations remain useful after somebody qualifies, buys, asks for support or returns again.
Because automateCRM is a Unified CRM and Customer Operations Platform, that context can continue into sales, orders, service, loyalty and future marketing instead of being rebuilt inside disconnected systems.
PURPOSE-BUILT WORK EXPERIENCES
The right screen for the work in front of you.
automateCRM does not force every job through the same generic CRM interface. Processes can open the record, guided form or purpose-built business screen needed for that step, with the relevant customer and process context already in place.
What Changes
When marketing runs on one connected system.
The impact goes beyond sending more campaigns. Teams execute faster, audiences receive more relevant follow-through, sales gets better context and marketing gains a clearer view of what is actually creating demand.
More campaigns get out the door
Shared audiences, channels and automation reduce the manual coordination required to launch and follow through on campaigns.
Audiences stay more relevant
Segmentation and lifecycle context make it easier to change communication as customer interest, behaviour and relationship stage evolve.
Follow-up happens while intent is warm
Triggered journeys and connected channel activity reduce the gaps between customer response and the next meaningful interaction.
Sales gets context, not just another lead
Source, campaign, engagement and qualification history travel with the lead so sales understands what created the interest before making contact.
Marketing investment gets easier to defend
Campaign, channel, qualification and conversion visibility create a clearer basis for deciding what deserves more investment and what needs to change.
Every conversion teaches the next campaign
Connected acquisition, conversion and customer outcomes help teams refine audiences, messages and journeys using what actually happened after engagement.
Next Step
Turn marketing into a demand system your team can actually run.
See how automateCRM can bring lead generation, segmentation, campaigns, email, WhatsApp, SMS, AI voice, nurture, qualification, personalization and marketing analytics together around the way your business creates demand.
Unlimited users
Bring marketing, growth, content, campaign and sales teams into the process without making per-user pricing a barrier.
One customer journey
Continue from marketing into sales, orders, service, loyalty and analytics without losing the source, engagement and customer context that created the relationship.
FAQs
Common questions about automateCRM Marketing Automation.
A few quick answers about channels, segmentation, nurture, AI, qualification and conversion visibility.
Which marketing channels can automateCRM coordinate?
Marketing workflows can coordinate email, WhatsApp, SMS, push notifications, forms, landing pages and AI voice outreach while keeping campaign and customer context connected.
Can we run WhatsApp marketing campaigns?
Yes. WhatsApp can be used for template-based campaigns, nurture and workflow-driven communication, with customer responses and follow-up connected to the wider CRM context.
Can different audiences receive different journeys?
Yes. Segments and journeys can use profile, source, interest, behaviour, lifecycle stage and custom business conditions so different audiences can receive different communication and follow-up.
Can automateCRM support both B2B and D2C marketing?
Yes. Marketing processes can be configured around lead and account-based journeys as well as customer, purchase and lifecycle-oriented campaigns, depending on how the business acquires and retains customers.
Can marketing qualify leads before passing them to sales?
Yes. Lead scoring and qualification logic can use customer profile, engagement and business-defined criteria to identify stronger intent and route sales-ready demand with its marketing context intact.
How does AI help marketing teams?
AI can assist with messaging, audience-aware personalization, next-action suggestions, qualification and conversational analytics. AI voice can also support structured outreach and follow-up use cases. The focus is practical assistance while keeping marketers in control.
Can we measure which campaigns contribute to conversion?
Yes. Marketing performance can be analysed across lead capture, qualification, campaign and channel activity, with downstream conversion context used to understand which efforts are creating meaningful demand.
Can we configure automateCRM around our own marketing process?
Yes. Segmentation criteria, fields, qualification logic, workflows, nurture processes and connected customer operations can be configured around the way your business runs marketing.
See how automateCRM could work for your business.
Bring us your most pressing operational challenge. We'll explore how the right workflows, interfaces, integrations, automation and agentic AI can come together around it.
What we'll explore
Schedule a Discovery Workshop
- Workflow design
- Interface fit
- Integrations
- Automation + agentic AI