Campaigns Hub
Design sales, nurture, enrichment, and inbound journeys across email, SMS, voice, and chat — one system measures every touch so you know what actually converts.
Replace scattered spreadsheets with one journey system
Single timeline per lead
Nurture cold leads until they are sales-ready
Automated multi-channel touches
Inbound after-hours coverage with AI voice
24/7 qualification paths
Prove which sequences actually convert
Touch outcome analytics
Lead enters
Email nurture
SMS reminder
AI voice qualify
Chat follow-up
CRM outcome
What's included
- Outbound sales campaigns with multi-touch sequences across email, SMS, voice, and messaging
- Nurture flows that re-engage cold leads until they are sales-ready — with branch logic by engagement
- Lead enrichment and research steps before high-value outreach to prioritize the right accounts
- Inbound campaign manager with routing rules, schedules, knowledge base, and language policy per campaign
- Voice touches integrated with AI agents, natural language scheduling, and warm human handoff
- Touch outcome tracking per lead and per campaign — replies, meetings, conversions, and pipeline movement
- Lead Sets for segmented audiences, compliance lists, and geographic or industry targeting
- DNC and consent checks before every outbound voice dial or SMS send
- Journey visibility for supervisors and client portal users — no black-box automation
- Analytics attribution across campaign types with exportable touch metrics for BI tools
- A/B timing and channel mix experiments with outcome-based reporting
- findOrCreateLead on inbound so every response lands on the right timeline
- Supervisor dashboards for active journeys, stuck leads, and conversion bottlenecks
- Integrates with CRM pipeline stages, omnichannel inbox, and AI voice call center
How it works
1
Define
Pick campaign type, audience from Lead Sets or CRM filters, and channel mix aligned to your revenue goal.
2
Sequence
Build touches with timing, branches, enrichment steps, and human/AI handoff points — each step has a measurable outcome.
3
Execute
Runs respect consent, DNC, tenant sending limits, and quiet hours — no accidental spam at 2 a.m.
4
Respond
Inbound replies route to omnichannel inbox or AI voice with full journey context — agents never start cold.
5
Measure
Touch outcomes, conversions, and pipeline impact roll into analytics — per lead, per campaign, and per channel.
Go deeper
FAQ
Can campaigns mix AI voice and human steps?
Yes — sequences can include AI voice, SMS, email, chat, and warm human handoff with full lead context on every step.
Are DNC and consent checked before outbound?
Yes — outbound voice and SMS respect tenant DNC lists and consent records before any send or dial attempt.
What campaign types are supported?
Outbound sales, nurture, enrichment/research, and inbound routing campaigns — each with channel mix, scheduling rules, and outcome tracking.
How do I measure if a campaign is working?
Touch outcomes, reply rates, meetings booked, and pipeline movement roll into analytics — per lead and per campaign with export options.
Can I segment audiences?
Yes — Lead Sets and CRM filters define who enters a journey; compliance and DNC lists stay respected throughout the sequence.
Does this replace my email marketing tool?
It orchestrates revenue journeys tied to your CRM and voice/chat stack. Many teams use it as the system of record for follow-up, not just bulk email blasts.
What happens when a lead replies mid-sequence?
Replies route to the omnichannel inbox or trigger branch logic — agents see the full journey context and can pause or redirect automation.
Can agencies run campaigns for multiple clients?
Yes — each tenant has isolated campaigns, Lead Sets, sending identities, and compliance lists with client portal visibility where configured.