Marketing and documents

Reach customers and keep paperwork in order.

Lists and segments

Lists hold subscribers from imports, forms, landing pages and the customer base; segments filter them by behaviour and attributes. Every email carries an unsubscribe link, and consent is recorded.

Campaigns

Send email, SMS or WhatsApp campaigns to a list or segment, now or scheduled, and watch opens, clicks and replies. Drip sequences send a series of messages at set intervals after someone joins a list. Surveys (NPS, ratings, multiple questions) go out per recipient and report scores.

Documents and e-signature

Folders hold contracts, policies and anything else, with versions, tags and access limited to chosen people. Share a document with a customer through the portal or request one from them. Signature requests send a signing link; the signed PDF is stamped with the signature, name and date and comes with an audit certificate.