What's included
Delays, branch rules, next-step jumps and A/B variants, with a live preview of each step.
An audience is one filter, and the count in the preview is exactly who gets enrolled.
Publishing freezes a version. People already enrolled stay on the version they started.
See who is enrolled, which step they are on, and why anyone dropped out.
Sends, opens, clicks, replies, conversions, bounces and unsubscribes for every campaign.
STOP replies, unsubscribes, bounces and your Do-Not-Call list are honoured before every send.
Lead intake
Facebook Lead Ads, hosted forms, landing pages and lead vendor feeds deliver leads straight onto a record, tagged with their source. Paid campaigns track spend, leads, policies and return on ad spend.
A browser softphone, a power dialer, two-way texting and email, with every conversation logged on the client's record.
Learn moreScope of Appointment signed before the appointment, TCPA consent, Do-Not-Call, complaints and marketing review, with a compliance center that shows what's overdue today.
Learn moreDashboards for pipeline, performance, policies and carriers, a report builder, scheduled delivery, and drill-down to the records behind any figure.
Learn moreOne place to bring data in: lead files, client and policy books, and saved mappings from Radius Bob, AgencyBloc, Better Agency or a spreadsheet.
Learn more