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Marketing integrations

the CRM wants to make your life easier and work more streamlined – which is why we have created lots of marketing software integrations that allow you to access all your information and run your business from a single tool.

It’s so easy to integrate that you don’t need an IT department – you can do it all yourself, and if you get stuck we can help you.

You can connect your CRM to Burst SMS, and either Mailchimp or Campaign Monitor to deliver and track targeted campaigns. See our guides for more information on how to set up your integrations:

Digital marketing tools

the CRM CRM has a powerful Web Form tool that allows you to capture information directly from your website and turn the data into sales leads, product enquiries, opportunities, to-do items – anything. Customers who take the time to fill out your online forms are serious – don’t let them get away! Web forms submitted on your website can be easily moved into the CRM CRM – automatically, immediately, and with no copying or pasting.

There is also the ability to upload information from your CRM marketing lists to Google or Facebook ads.

Use CRM to manage your Marketing

the CRM CRM Marketing modules let you:

  • Create and manage your all your campaigns in one place – from planning and budgeting to capturing results.
  • Sort and segment your customers by creating lists for highly tailored marketing, communications, follow-up, service and advice.
  • Set list criteria, based on key data metrics, and effortlessly maintain the list with dynamic updates.
  • Create numerous web forms, and with a single click, copy the embed information straight into your website code or CMS so that information collected from your forms is automatically transferred into your CRM.

Learn more about how to use these features:

Custom Templates

There are a number of templates that you can customise in CRM and use in your digital marketing – see our Templates guide for further information.

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