Automated Email & SMS Campaigns That Convert
Nurture leads on autopilot with sophisticated email and SMS automation. From one-time broadcasts to complex multi-step sequences, reach the right people at the right time.
Automate Your MarketingScreenshot or video of Marketing Automation
Campaigns
Welcome Campaign
Email + SMS mixed sequence
Step 1: Send Email
Welcome + qualification prompt
Reached
812
Completed
604
Step 2: Wait
Delay 2 days
Reached
604
Completed
598
Step 3: Send SMS
Reminder with booking link
Reached
598
Completed
392
Step 4: CRM Action
Add tag: interested
Reached
392
Completed
388
Schedule & Segment
Recipients
All leads with tag: new_inquiry
Start Time
Tue, 9:00 AM
Goal
Booked consultation
Campaigns - interactive demo
Beautiful HTML emails and direct SMS campaigns for immediate impact. Multi-channel for maximum reach.
Build subscriber lists, select segments, and pull recipients directly from your CRM lead database.
Send immediately or schedule for optimal timing. Track delivery, open rates, click rates, and conversion attribution.
Email Templates
Email Templates - interactive demo
Design beautiful emails without coding. Rich text editor with variable support for personalization.
Save reusable designs, organize by category, and track which templates perform best.
See exactly how templates will render before sending to your audience.
Automation Workflows
New Lead Follow-Up Automation
Trigger + multi-step actions
Trigger
Form Submitted
Send Email
Template: Welcome + booking link
Wait
Delay for 24 hours
Send SMS
Reminder + meeting URL
Condition
If email opened = true
Trigger Config
Automation Workflows - interactive demo
Trigger automations based on tags, actions, or dates. Branch flows with conditional logic and delay steps.
Email steps, SMS steps, webhook actions, and tag actions — all configurable in your sequences.
See who's in each automation. Pause, activate, duplicate, and track completion rates.
Provider Configuration & Analytics
Resend
email provider
Default sending provider
Twilio
sms provider
Default sending provider
SMTP Backup
email provider
Provider Configuration & Analytics - interactive demo
Resend integration, custom SMTP, and DKIM setup for maximum deliverability.
Industry-leading SMS delivery with verification testing before sending.
Total sends, open rates, click rates, deliverability, bounce tracking, and unsubscribe monitoring.
Practice real-world scenarios with AI, receive instant feedback, and become a closing machine.
Seamlessly sync with Google and Outlook Calendar, manage availability, and never miss an important meeting.
A thriving community of insurance professionals sharing insights, celebrating wins, and building relationships.
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