Organise audiences and outreach around the people and companies in your business. Keep responses connected to CRM so marketing and sales can work from the same history.
Start with a relevant group of clients or prospects.
02
Start the conversation
Prepare the message and use your approved sending setup.
03
Follow up in context
Keep interested replies with the client and opportunity.
One shared company record✓
Example workflow, configured around your business.
LESS FRICTION IN THE DAILY WORK
What marketing does for your team.
A reply is more useful than an isolated campaign number. When the campaign and client record are disconnected, sales loses the context that made someone interested.
01
Relevant audiences
Use relationship context to organise who you want to reach.
02
Email and outreach
Build follow-up sequences through supported messaging channels.
03
Your existing channels
Connect specialist social media and campaign tools through supported integrations and workflows.
HOW IT CONNECTS
Run a focused campaign and give sales the context to follow up.
Marketing activity becomes part of the client story, not another disconnected report.
Can we keep our agency or specialist marketing tools?
Yes. Keep the creative, social and campaign tools that work for you. We can map supported connections so leads and responses reach the right people in Vitae.
One shared company record