Marketing
Marketing that hands sales a real record.
Chat, forms, sequences and broadcasts all write to the same customer object — so the first reply already knows where the lead came from.
What is inside
- Marketing ChatLive chat with visitors to your site
- Web FormsBuild and manage lead capture forms
- Email SequencesCreate and manage email sequences
- BroadcastsSend messages to selected people
- SegmentsTargeting for broadcasts and sequences
- In App NotificationsNotify users in your app
Why it works on one record
No import step
A chat or form submission is already a record — there is nothing to sync afterwards.
One audience
Segments read live account, deal and ticket data instead of a stale export.
Attribution that holds
First touch stays on the record through the deal, onboarding and renewal.