Marketing & Communication
Marketing CRM
Email campaigns, templates, automation and subscriber management.
Email Campaigns
Design, send and track HTML email newsletters
Subscriber Lists
Manage email subscriber lists, segments and opt-in/out status
Email Templates
Pre-built drag-and-drop email template library
SMS Campaigns
Send SMS broadcasts and automated text messages via Twilio
AI Voice Calls
Outbound AI phone calls for reminders and outreach — toggle on or off per organisation
Segments
Build a saved, reusable audience from rules ('everyone in Auckland'), a hand-picked list, or both — reuse it across every campaign instead of rebuilding it each time
Campaign Performance
Open rate, click rate and bounce rate for every campaign you've sent, at a glance and per-campaign
Communication Log
Every email and text ever sent from the platform, in one searchable place, filterable by channel
Customer Care Reminders
Automatic renewal-reminder emails for mortgage fixed-rate expiries and insurance reviews, sent straight from a client's own record
Automations & Workflows
Rule-based reminders that fire with no one clicking a button, plus multi-step approval chains for records like large invoices