Contacts, lists and segments
Keep one marketing contact per person, shared with CRM leads and contacts when CRM is on. Group them in static lists or in segments that update as people change.
- Custom properties, tags, lifecycle stage and score on every contact
- Segments on properties, behaviour (opens, clicks, page visits, forms, bookings) and CRM deal stage
- CSV import with column mapping, preview, de-duplication and a required consent basis
- Merge duplicates by email or normalised Indian mobile number
- Hashed exports for ad platform customer-match audiences
Email campaigns and deliverability
Build emails from blocks, test them, and send from your own verified domain within the hours you choose.
- Block builder with templates, merge tags, dynamic content and a brand kit
- A/B and multivariate tests on subject, content or sender, up to four variants
- Pre-send checklist and a rules-based spam score with each finding explained
- SPF, DKIM and DMARC records with live DNS checks for each sender domain
- IST send windows, hourly throttling and optional send-time optimisation
- Automatic suppression of hard bounces, complaints and unsubscribes
Automation journeys
Journeys move contacts through delays, branches and actions from a single trigger, and stop when a goal is met.
- Triggers: form submitted, segment entered, list added, booking made, deal stage changed, page visit, custom event, date property
- Steps for email, WhatsApp or SMS tasks, contact and CRM updates, owner assignment and notifications
- Signed webhook step for other systems
- Goals, exit rules, re-entry rules and per-step statistics
- Ready-made recipes: welcome series, webinar follow-up, nurture, re-engagement and MQL hand-off
Landing pages, forms and tracking
Publish hosted pages and forms, embed them on your own site, and link visits to contacts with first-party, consent-aware tracking.
- Responsive page builder with SEO fields and a Bookings scheduler block
- Forms with Indian state fields, unticked consent boxes and hidden UTM capture
- Embed inline, as a pop-up after a delay or on exit intent, or as a floating button
- Progressive profiling and spam protection without third-party services
- First-party tracking script that honours Do Not Track and Global Privacy Control
Lead scoring, attribution and ROI
Score contacts on fit and behaviour, hand qualified leads to sales, and see which campaigns produced revenue.
- Fit and behaviour rules with decay and an MQL threshold
- Optional automatic CRM lead creation when a contact becomes an MQL
- First-touch, last-touch, linear, U-shaped and time-decay attribution
- Campaign costs picked up from tagged Books expenses and bills
- Funnel, campaign performance and deliverability reports with CSV export
WhatsApp and social, without paid APIs
Prepare WhatsApp broadcasts and social posts in the app, then send or publish them through the tools you already use.
- WhatsApp templates checked against Meta categories and limits
- Broadcast lists exported in WATI, Interakt or generic CSV format, with delivery reports imported back
- Click-to-chat links per contact
- Social calendar with per-network character limits, approval and Buffer or Hootsuite CSV export