Solution

Marketing & automation

Connect social content, advertising and lead capture to automated follow-up workflows — with permitted integrations and campaign tracking.

Outcome

You can see which channels produce inquiries, not just impressions.

Contact recordIllustrative interface
SM
Sofia Marchetti
sofia@example.com
Consultation bookedExecutive
SourceWebsite form
OwnerCoach
Next taskFollow-up call
Activity historyAll
  1. New inquiry received
    Website form · Mon 09:04
  2. Intro email sent
    Automated · Mon 09:12
  3. Consultation booked
    Tue 14 Apr · 10:30 (GMT)
  4. Reminder SMS scheduled
    Consent recorded
  5. Follow-up call task
    Due Tue 11:00
SMNotes, emails, calls and tasks stay on one timeline.
Illustrative interface — sample data, not a live customer account.
What's included

The parts that make it work.

  • Social planning
  • Ad lead capture
  • Campaign tracking
  • Email/SMS workflows
  • Permitted outreach
Next step

See this solution against your current setup.

We will map your existing tools and workflow, then show which parts of this solution you already have and which are worth adding first.