Landing Pages & Forms
Email Marketing
Social Marketing
Drip Campaigns
Journey Management
Click Campaigns
Integrations
- Get Connected
- Zendesk
- Livechat
- Olark
- GotoWebinar
- SugarCRM
- Salesforce

Capture Leads with Landing Pages and Forms

Build contact forms, surveys, registration forms, quote forms, subscription forms - really, whatever you can imagine.

Social Media Posts & PPC Ads

Link your social media posts and content to landing pages with an enticing CTA, such as a whitepaper download or webinar sign-up.

Turn Web Site Visitors into identified Leads

Start converting your unknown web site visitors into targets that you can contact and nurture into customers. It all begins with a CTA and a simple form.

Contact Forms can be powerful

Swap out your existing web site forms in favor of forms that identify your web site visitors and monitor their activity on your site.

Never ask for the same data twice

Swap out your existing web site forms in favor of forms that identify your web site visitors and monitor their activity on your site.

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Build a high-impact lead capture page in minutes, not days.

Leverage our intuitive page builder to create high-impact lead capture pages on the fly.

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Flexible template layouts and design tools to add your own look

Personalize your page to match your brand or grab the form source and embed it into an existing web page

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Intuitive Drag n’ Drop Form Builder

Building forms has never been easier. Drag, drop and customize.

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Flexible Form Fields

Over dozen form field types and near infinite page styling options

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Graduate from basic Email Marketing to Marketing Automation

Batch and blast email marketing is quickly fading away in favor of targeted, behavior driven email delivery.

Send unlimited emails to your target records

Behavior, intelligence and profiling should determine when emails are deployed and not your budget. Never worry about limits again.

Track a records activity from email to web visitor

Know and understand your targets entire journey from email open to click thru to web pages browsed. It’s an entirely knew perspective for measuring your emails impact.

See which email content is driving sales revenue

Have you ever wondered which email content is driving the most activity on new opportunities or existing opportunities? How about revenue? We’ll show you.

Smart Campaigns to replace static blasts

Optimize your email program with smart targeting and smart delivery. Discover an optimal schedule for delivery and only deliver content that works.

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Email Template Library

Dozens of layout variation to meet your needs, including mobile-ready responsive layouts

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Intuitive Email Editor

Our Email Builder allows users of any skill-set to create high-impact email creatives

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Email Campaigns for CRM Lists

Deploy emails to your own lists or lists stored in Salesforce or SugarCRM

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Test and Preview your email message in 40 different Email Clients

16 web, 12 desktop and 12 mobile included to test your full email message within minutes

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Dynamic Content & Personalization

Embed personalization tags within your emails to dynamically merge data from your marketing database for each recipient

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Email Preference Center

Empower your email targets and subscribers with the ability to manage the subscriptions and content they want to receive

Reduce opt-outs

Allowing targets to specify their email preferences helps reduce total opt-outs, by allowing your subscribers to control what enters their inbox.

Unlimited Subscription Types

Create and manage different subscription options for your targets and subscribers. There is no limit on the number of different subscriptions that you can offer or enable.

Simple Delivery

Deliver your email subscriptions quickly and easily with our send-to-subscription campaign feature. No more fussing around with multiple lists or segments.

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Social Marketing Made Easy

Build an audience, deliver content and drive engagement

Post & Engage on
Multiple Profiles

Social Connect supports posting to Facebook profiles, company pages, Twitter and Linkedin.

Goal-Driven
Social Campaigns

Organize multiple goal-driven posts across multiple networks under the umbrella of a single Campaign. View and measure results for the combined campaign or by individual post.

Social Calendar
& Scheduler

Our Social Calendar and Scheduler make it easy to manage complex social marketing schedules. Build your posts in advance and pick any time in the future to auto-publish.

Listen, Monitor
and Engage

Social Connect makes it easy to monitor your social profiles and spark-up conversations with prospects, customers and key influencers.

Measure Social
Engagement

We track clicks, comments, likes, mentions, retweets, replies and new followers. View these metrics within our easy to understand reports and graphs.

URL Shortener
& Conversion Tracking

Social Connect will automatically shorten your URL’s and create trackable links. Our trackable links follow your prospect from social post all the way to conversion, and beyond.

Never share social
login credentials again

Invite as many employees or users as you would like and assign specific access controls, including which social profiles they can post as. No need to share social logins again.

Measure ROI from
Social Marketing

Measure the influence that your social engagement is having on lead generation, nurturing, sales opportunities and revenue with detailed reporting.

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Intuitive Social Publishing

Social Connect makes it simple to share updates, content and digital assets across multiple social channels

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Listen and Monitor with Social Streams

Real-time social monitoring to engage with customers, identify new leads and spread brand awareness.

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Engage with Social Inbox

Manage all of your social conversations across multiple profiles from one platform.

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Measure & Analyze

Understand the full impact of your social marketing through conversations, conversions and revenue generated.

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Journey Management

Add a new level of efficiency and accuracy to your business by automating your marketing processes.

Built for marketers

Build robust automation without technical expertise or dedicated IT staff.

Visual Journey Builder

Map-out and create your journey using our linear builder - then bring it online with one click.

Make it personal

Personalize your content to create a unique experience for every lead or customer.

Real-time Reporting

Measure the results and activity of each journey - in real-time.

Smart Journey

Build a goal-oriented journey that automatically concludes when a lead reaches a specific threshold.

Trigger on Event

Drive engagement with customers based on their history, data profile, geo-location, and tracked behavior.

App-friendly

Leverage data from multiple sources including CRM, Chat, Webinar, HelpDesk and more.

Cross-channel

Supports outbound marketing via email, SMS and social.

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Connect and launch a Journey from multiple data events

Leverage multiple sources of data when visualizing and building your automation and journey tracks.

Zendesk

Support Activity
Olark

Chat History
GoToWebinar

Event Activity
LiveChat

Chat History
Twilio

Sms Activity
SugarCRM

Multiple Activity
Salesforce

Campaigns
SiteMonitor

Website Visits
Lifecycle

Stage Changes
Lead Score

Changes
Automation

Sales & Activity
Email Sent

History
Email Open

History
Tagging

History
Email Click

Activity
Email Forward

Activity
Social

Engagement
Page & Form

Conversions
List Segment

Activity
Geo Location

History
Status Change

History

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Setup Conditions for an Automated Journey

Because automation processes shouldn’t require an IT specialist to implement and manage.

Autopilot, 24/7

Build personalized marketing tracks that touch the right leads, at the right time with the right content.

Automate Business Processes

It’s more than just marketing. Automation simplifies business processes such as creating tasks, calls, meetings and alerts.

Analytics

Gain valuable insight into how each automation track is influencing lead nurturing and sales opportunities.

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Take Action when conditions are met

Because automation processes shouldn’t require an IT specialist to implement and manage.

Autopilot, 24/7

Build personalized marketing tracks that touch the right leads, at the right time with the right content.

Automate Business Processes

It’s more than just marketing. Automation simplifies business processes such as creating tasks, calls, meetings and alerts.

Analytics

Gain valuable insight into how each automation track is influencing lead nurturing and sales opportunities.

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Track CTA link-traffic from multiple channels

Click Campaigns make it easy to track traffic, conversions and revenue from Pay-Per-Click ads, banner ads, blog posts and more.

Multiple Channels

Click Campaigns support multiple marketing channels, including: PPC, Social ads, Banner ads, blog posts and anywhere else a link can go!

Campaign Analytics

Measure the success of each campaign with detailed analytics that include: Unique/Total clicks, geo-location, lead conversion status and revenue.

Revenue Generation

Leverage opportunity data from your CRM to gain insight into how many leads were generated and how many sales opportunities were created.

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We love to work with other apps & platforms

Leverage powerful lead data and customer intelligence by syncing it with your marketing automation program in real-time

Capture New Leads & Nurture Attendees

Turn your online webinars into key lead generation and intelligence events.

Support Automation
Made Easy

A Helpdesk can be a critical lead generation engine and nurturing tool.

Powerful Chat-to-Lead Generation

Capture valuable intelligence and convert chats sessions into leads.

Powerful Chat-to-Lead Generation

Capture valuable intelligence and convert chats sessions into leads.

Send SMS Texts to Reps, Leads or Customers

Leverage SMS channels to reach prospects, customers and sales agents.

The most powerful integration available

The most in-depth Marketing Automation integration for SugarCRM is right here and its real-time :)

Manage Salesforce
Email Campaigns

Deploy trackable email campaigns to Salesforce Campaign Lists and we'll sync the results back.

Single Sign-on access directly from SugarCRM

Gain valuable insight into which email campaigns are driving traffic and conversions.

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Marketing Automation Made Easy with

Full ticket transcripts on the Timeline

Have all of your support ticket transcripts and customer information automatically pushed to your customer's profile in INBOX25. When your agent chats with a prospect or existing customer, INBOX25 displays the full support history in their timeline profile, so your team can provide amazing customer service and sell like pros.

Open new tickets from a Targets' Timeline

Empower your marketing and sales agents to create support tickets on behalf of leads or customers, directly from their timeline profile. Not all sales agents also have access to ZenDesk as agents, this approach ensures that your sales folks can take charge of a support request in real-time.

Insightful Reporting and Analytics for ZenDesk

In addition to the detailed support history that is contained in every Targets' Timeline report, we also provide a wealth of metrics compiled from your support ticket history.

Support Ticket Breakdown by Target
Gain insight into new lead generation (Targets Created)
New vs. Returning Support Requestors
Ticket Count by Target
Tickets by Sales Lifecycle
Solved Tickets Trend (overtime)
See how support is influencing opportunities and revenue

Automation for follow-ups, surveys and more

Build Automation logic that triggers email alerts to targets that open new tickets, alert a sales agent that a high-priority lead has opened a support ticket or send an email survey after a ticket is marked as closed. Our ZenDesk automation condition offers vast flexibility for building work-flow and marketing logic based on intelligence gathered during the support process.

Sync ZenDesk users with a Marketing or CRM List

Turn your support portal into a lead generation machine. With INBOX25 we can automatically sync your ZenDesk users to a Marketing or CRM List.

If we find that a ZenDesk user already exists in a Marketing or CRM list, instead of creating a duplicate record, we'll simply append their ZenDesk support history to their existing profile.

Lead Scoring for ZenDesk Support Tickets

If a lead or prospect takes the time to submit a support ticket, that might indicate a greater level of sales qualification for your products or services. If they rate their experience with your support team as Good vs. Bad, or no rating at all; you can modify their lead score accordingly based on the weight that these behaviors can have on conversions.

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Marketing Automation Made Easy with

View Chat Transcripts on a Targets Timeline

View the full LiveChat chat history of your targets and customers via the Timeline profile report.

Automatically convert chats into Targets and Leads

When a new prospect opens a LiveChat session, we'll automatically create a new target record in a marketing list or in your CRM.

Insightful Reporting and Analytics for LiveChat

In addition to the detailed support history that is contained in every Targets' Timeline report, we also provide a wealth of metrics compiled from your support ticket history.

Chat Session Breakdown by Target
Gain insight into new lead generation (Targets Created)
New vs. Returning Users
Chat Session Count by Target
Chat by Sales Lifecycle
Chat Rating Trend (overtime)
See how LiveChat is influencing opportunities and revenue

Automation for email follow-ups, survey forms and workflow

Build Automation logic that triggers email alerts to targets that open new chat sessions, alert a sales agent that a high-priority lead has a chat session or send an email survey to collect vital data points on a targets support experience.

Lead Scoring for LiveChat sessions and behavior

How valuable is a chat session in your sales cycle? Is a chat under two minutes less impactful than a session over five minutes? Turn chat data into actionable intelligence for your sales team with lead scoring. Score behaviors on LiveChat based on keyword, duration or rating.

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Marketing Automation Made Easy with

View Chat Transcripts on a Targets Timeline

View the full LiveChat chat history of your targets and customers via the Timeline profile report.

Automatically convert chats into Targets and Leads

When a new prospect opens a LiveChat session, we'll automatically create a new target record in a marketing list or in your CRM.

Insightful Reporting and Analytics for LiveChat

In addition to the detailed support history that is contained in every Targets' Timeline report, we also provide a wealth of metrics compiled from your support ticket history.

Chat Session Breakdown by Target
Gain insight into new lead generation (Targets Created)
New vs. Returning Users
Chat Session Count by Target
Chat by Sales Lifecycle
Chat Rating Trend (overtime)
See how LiveChat is influencing opportunities and revenue

Automation for email follow-ups, survey forms and workflow

Lead Scoring for LiveChat sessions and behavior

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Event Management Made Easy for

Online webinars are one of the most impactful tools available for marketing and sales teams. By leveraging our native GoToWebinar integration, you can boost lead generation, lead engagement, sales intelligence and revenue.

Registrants-to-Leads

Automatically sync up past and future webinar registrants with INBOX25 and your CRM.

Registration Pages & Forms

Create powerful webinar registration pages and forms that display upcoming webinars and capture registrants.

Score Webinar Participation

Score your targets based on registration, attendance, participation and much more.

Automation + Customer Journey

Create an automated journey to remind targets of upcoming webinars that they have registered for or follow up with attendees automatically after it ends.

Sales Intelligence

Give your sales team a leg up by providing them a detailed view in a targets Timeline report of all webinar registrations as well as their attendance (and for how long).

Analytics

Gain valuable insight into how webinar events are influencing lead generation, sales opportunities and revenue.

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Marketing Automation Made Easy for SugarCRM

63 examples of how we make SugarCRM sweet

It's powerful, flexible and simple

Full Platform installs inside SugarCRM
Fast Module Installation < 5 minutes
Real-time Data Sync with SymSync
Free Download for SugarCRM v6.5+ or v7.x+

Campaigns made super easy

Send campaigns to Target Lists
Subscriber preference center
Bounces and Opt-out Management
Personalize with custom data fields
Activity syncs with Campaign Module
Full Sender Authentication
World-class email delivery network

Closed-loop reporting

Lead Intelligence Report
Full campaign reporting
LiveCampaign Geo-Report
Website Visitor Tracking Report
Social connect reports

Fun creative tools you need

Awesome Email Template Editor
Professional Email Template Library
Image hosting on worldwide CDN
Email Previews and Spam Testing
Image Editing Suite

Landing Pages that feed your CRM

Drag and Drop Page Builder
15+ form field options
Map fields to SugarCRM
Build beautiful web-to-lead forms
Create new Lead and Contact records

We support a ton of modules

Leads, Contacts, Targets & Accounts
Opportunities
Support Cases, Meetings and Calls
Tasks, Quotes and Contracts

Cool things you can automate

Create dynamic Target Lists
Schedule calls or meetings
Update data field values
Create an Opportunity
Auto-Conversion for Targets & Leads
Custom Lead Routing
Alert Assigned Agent or Manager

Sweet, Custom Lead Scoring

Unlimited Scoring Profiles
Assign Point-caps to Rules
Score Module Data
Custom Lifecycle Stages
Align CRM with Sales Lifecycle
Cumulative Account Scores

Automation for human-beings

Nurturing, Drip and Work-flow
Simple Wizard-based Setup
Build Smart, goal-driven campaigns
No cluttered, confusing visio-style canvas
Leverage modules for conditions and actions
Automated Quote and Contract approvals

Unlimited users and access roles

Contacts, Funnel, Campaigns separated by user
Map SugarCRM users to INBOX25 users
CRM Permissions Apply to Target records

Unleash the full potential of SugarCRM with the INBOX25 module. DOWNLOAD

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Easy Installation

The INBOX25 module can be setup in a matter of minutes with our simple step-by-step setup wizard. Technical Wizard not required.

Lightening Fast Data Sync

Symbiotic Sync provides real-time data sync between INBOX25 and SugarCRM. Don't wait an hour or longer to find out that a lead is ready to buy.

Send Campaigns to Target Lists

Gone are the days of maintaining Target lists in SugarCRM and Subscriber lists with your ESP. Maintain your Target lists and we'll take care of the rest.

Bounce and Opt-out Management

Hard or Soft Bounce? Unsubscribe? What about spam complaints? Just stop thinking about it all together. We got it covered.

Personalize with Custom Fields

Personalize your messages easily with custom field data stored in your CRM.

Activity Syncs with Campaign Module

Even though you're using our platform to send campaigns, doesn't mean SugarCRM isn't in the loop. All campaign activity is recorded to the SugarCRM Campaign module.

Full Sender Authentication

SPF, Sender ID, Domainkeys, DKIM - heard of them? We hope so, because you need them to properly reach a Targets inbox.

Lead Intelligence Report

SugarCRM has pretty good reporting, but sometimes data can be scattered around. Our Timeline report gives you a full 360? view of your Targets, Leads, Contacts and Accounts.

LiveCampaign

Enjoy a birds-eye view of your campaigns anywhere in the world.

Social Connect

Who Liked? Who Shared? Who Mentioned? What did they say?

Drag and Drop Landing Page Builder

Build beautiful landing pages and forms that map directly to SugarCRM.

We support a ton of modules

Do you feel restricted by your Marketing Automation providers support for SugarCRM modules? Well, consider yourself liberated by INBOX25.

Custom Lead Routing

Randomly assign incoming lead records? Round-Robin? Assign by Geo-territory? Feel free to be creative :)

Simple, Campaign Setup Wizard

Our Campaign Wizard is a highlight of our integration. Enjoy professional templates, a true template editor, an email testing suite and much more.

Alert Assigned Agent or Sales Manager

Easily alert the assigned owner of a record when something momentous occurs.

Unlimited Scoring Profiles (Scorecards)

Create custom Scorecards that leverage both implicit and explicit data.

Assign Point-caps to Rules

Avoid artificially high point allocations when targets repeat actions.

Custom Lifecycle Stages

Customize your Sales Funnel around your sales processes. You can also easily align your funnel with the opportunity stages of SugarCRM.

Nurturing, Drip and Work-flow

All three functions painlessly accessed from our Automated Campaigns using our intuitive setup wizard.

Automated Campaign Conditions

Drill-down and segment your logic conditions based on 14 condition types, including several SugarCRM specific modules.

Automated Campaign Actions

Send email communication, assign a new record owner, change a field value in your CRM, create dynamic target lists and so much more!

Map SugarCRM users to INBOX25 users

Permissions and Access Roles are pivotal components of CRM. So, why double your work? Mapping SugarCRM users to INBOX25 users allows record permissions to automatically transfer from SugarCRM to INBOX25. So, Joe's assigned records in SugarCRM are still his records in INBOX25.

Marketing Automation Made Easy for

Sync up your leads and contacts from Salesforce and automate both marketing and business processes. Launching Q4 2015

Auto-Sync Leads & Contacts

Our integration will keep your Leads and Contacts in-sync, including custom data fields.

Lead Capture

Capture new leads and prospects from landing page forms and we’ll instantly sync those records to Salesforce.

Lead Scoring

Score your targets based on implicit and explcit data points, including data field values that reside in Salesforce.

Automation + Customer Journey

Create an automated journey for your leads or contacts and nurture them through the sales cycle. Easily build automation logic utilizing CRM data.

Lead Intelligence

Give your sales team a leg-up with quick access to vital activity within each lead and contact record, including email enagement, site visits, lead score and more.

Real-time Alerts

Gain valuable insight into how webinar events are influencing lead generation, sales opportunities and revenue.

Schedule Tasks

Automatically schedule tasks for sales reps, when a lead or contact reaches a specific threshold. #businesslogic

Lead Routing

Create simple or advanced routing rules that assign ownership of leads or contacts to sales agents within Salesforce.

Campaign Sync

Our integration will automatically push data points and tracked behavior from outbound marketing activity to a unique Salesforce campaign.

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CRM
Lead Management
Lead Scoring
Lead Intelligence
Web Visitor Tracking
Lead Routing & Alerts

Marketing Automation Made Easy for SugarCRM and SuiteCRM

Keep your sales and marketing efforts in-sync with our native SugarCRM integration.

Easy to Setup

Build robust automation without technical expertise or dedicated IT staff.

Real-time Data Sync

SymSync keeps your SugarCRM data completely in-sync with INBOX25. Data changes are reflected within seconds.

Single Sign-on

Access the entire INBOX25 platform from inside SugarCRM, without any tab hopping.

Rich Module Support

Our integration supports thirteen (13) native SugarCRM modules. More than any other platform.

Target List Support

Leverage SugarCRM Target Lists to drive intelligent segmentation and smart campaigns.

Lead Capture Pages

Create beautiful lead capture pages and forms that instantly map new data right to your SugarCRM platform.

Automation & Workflow

Convert leads, create tasks, schedule calls or meetings, add opportunities, change data fields and much more.

Profile Analytics

Our timeline report is embeded in every record view, displaying every touchpoint or lead action.

Opportunity Reporting

How’s your sales pipeline evolving? How long have your opps been in a specific sales stage? Find out.

Map User Permissions

Transfer and control access to lead records based on a SugarCRM users assigned ownership.

Personalization

Personalize outbound content with values from SugarCRM data fields for leads or sales reps.

Custom Field Support

Leverage custom data fields for segmenting, scoring, workflow, personalization or automation.

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Timeline Intelligence for your CRM

Enhance your teams insight into every lead or customer by including key intelligence in every CRM profile

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Watch how we make SugarCRM, sweet

INBOX25 offers the only true real-time Marketing Automation package for SugarCRM. Watch how it works.

Marketing Automation Made Easy for SugarCRM

63 examples of how we make SugarCRM sweet

It's powerful, flexible and simple

Full Platform installs inside SugarCRM
Fast Module Installation < 5 minutes
Real-time Data Sync with SymSync
Free Download for SugarCRM v6.5+ or v7.x+

Campaigns made super easy

Send campaigns to Target Lists
Subscriber preference center
Bounces and Opt-out Management
Personalize with custom data fields
Activity syncs with Campaign Module
Full Sender Authentication
World-class email delivery network

Closed-loop reporting

Lead Intelligence Report
Full campaign reporting
LiveCampaign Geo-Report
Website Visitor Tracking Report
Social connect reports

Fun creative tools you need

Awesome Email Template Editor
Professional Email Template Library
Image hosting on worldwide CDN
Email Previews and Spam Testing
Image Editing Suite

Landing Pages that feed your CRM

Drag and Drop Page Builder
15+ form field options
Map fields to SugarCRM
Build beautiful web-to-lead forms
Create new Lead and Contact records

We support a ton of modules

Leads, Contacts, Targets & Accounts
Opportunities
Support Cases, Meetings and Calls
Tasks, Quotes and Contracts

Cool things you can automate

Create dynamic Target Lists
Schedule calls or meetings
Update data field values
Create an Opportunity
Auto-Conversion for Targets & Leads
Custom Lead Routing
Alert Assigned Agent or Manager

Sweet, Custom Lead Scoring

Unlimited Scoring Profiles
Assign Point-caps to Rules
Score Module Data
Custom Lifecycle Stages
Align CRM with Sales Lifecycle
Cumulative Account Scores

Automation for human-beings

Nurturing, Drip and Work-flow
Simple Wizard-based Setup
Build Smart, goal-driven campaigns
No cluttered, confusing visio-style canvas
Leverage modules for conditions and actions
Automated Quote and Contract approvals

Unlimited users and access roles

Contacts, Funnel, Campaigns separated by user
Map SugarCRM users to INBOX25 users
CRM Permissions Apply to Target records

Unleash the full potential of SugarCRM with the INBOX25 module. DOWNLOAD

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or
Watch how it works

Lead and Contact Manager

Manage your entire marketing and customer database from a single interface. Lead Management has never been so easy!

Monitor List Growth

See how each of your lists grows overtime and which lists generate the most sales opportunities

Keep an eye on Churn

Gain insight into how your lists recede overtime and weigh any losses against your list growth.

Filter, Sort & Search

Our List Manage makes it easy to sort, filter and find specific contact records.

Organize with Tags

Tags make organizing contacts and targets into simple groups. Assign tags quickly to multiple rcords with a single click.

Segment on the fly

Quickly assign filtered results in your List Manager into actionable segments with a single click.

Quick Add

Add new lead and contact records without initiating a CSV or CRM import. Just one record at a time.

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Build targeted Segments and Smart Campagins

Targeting specific groups of leads and prospects is a breeze with our integrated segmentation tools

Smart Campaigns

Create goal driven campaigns that automatically conclude or transfer when a target meets or no longer meets certain criteria.

Automate Segments

Automatically transfer targets and customers to specific list segments when they meet certain criteria.

Add to CRM

Add a target record to your CRM as a lead or contact automatically when they meet certain criteria or a certain threshold.

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Tag, segment and target

Automatically tag contacts with words and phrases that help you keep your database organized and your messages relevant.

Organize and Segment

Tags allow you to quickly and easily group and organize contacts based on both profile or specific actions and behavior..

Smart Email Journey

Systematically add tags to contacts based on specific profile or behavior and instantly initiate a personalized outbound automated email journey.

Filter & Find

Our simple yet powerful filtering enables you to search your contacts and companies quickly and easily.

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Optimize and Increase Sales Productivity

Bridge the divide between your marketing team and your sales team with effective automation

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Which of your leads are ready to buy?

Lead Scoring enables you to identify and segment leads that are sales-ready from leads that need time to warm up

Entry Level
Nurturing Campaign

Not all leads are ready to buy. Most will need to be nurtured and warmed up by personalized, targeted content. As a lead develops, their score should adjust based on their profile and engagement along with their position in your sales funnel.

Marketing Qualified
Nurturing Campaign

Once a lead is identified and exhibits some level of engagement or product interest, they should be advanced to the next stage of your sales funnel. At that time the content they receive and the frequency should be modified.

Sales Ready Behavior
Alert Assigned Sales Agent

When leads progress past a certain scoring threshold and exhibit intent to purchase, their sales agent should be notified instantly. Agents can be alerted the moment this threshold is crossed via email and SMS.

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Score your leads based on their profile, data values and behavior

Build scoring profiles based on any data point that is tracked or stored in your marketing database

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Unlimited Scoring Profiles

Build and maintain separate scoring profiles to allow for targeted scoring based on specific critera.

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Sales Lifecycle Manager

Build a custom sales funnel to match your internal sales cycle to optimize outbound targeting and reporting

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360 degree view of every lead

The Timeline report is a 360 degree profile of every touchpoint your team has had with a lead or customer.

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Yup, we sure do track a lot of touchpoints

You won’t be starved for data here. We opt to track as many touchpoints as we can, including data from other apps!

Zendesk

Support Activity
Olark

Chat History
GoToWebinar

Event Activity
LiveChat

Chat History
Twilio

Sms Activity
SugarCRM

Multiple Activity
Salesforce

Campaigns
SiteMonitor

Website Visits
Lifecycle

Stage Changes
Lead Score

Changes
Automation

Sales & Activity
Email Sent

History
Email Open

History
Tagging

History
Email Click

Activity
Email Forward

Activity
Social

Engagement
Page & Form

Conversions
List Segment

Activity
Geo Location

History
Status Change

History

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Timeline Intelligence for your CRM

Enhance your teams insight into every lead or customer by including key intelligence in every CRM profile

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Know which leads and companies are browsing your site

Unlike Web Analytics, SiteMonitor is all about tracking and reporting about individual visitor actions and behavior

Track the full journey
View each visitors Geo-location
Identify companies visiting your site
See which keywords are used by visitors
Score your leads based on site activity

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Convert Visitors into Identified Leads

Unlike Web Analytics, SiteMonitor is all about tracking and reporting about individual visitor actions and behavior

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Start monitoring with just a few clicks

SiteMonitor generates a code snippet for each domain you want to track. Simply include it before the <body> tag on each page.

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Lead Routing & Sales Alerts

Build a custom sales funnel to match your internal sales cycle to optimize outbound targeting and reporting

Attract, Capture & Nurture

Lead Generation

Email Marketing

Social Marketing

Drip Marketing 2.0

Journey Management

Click Campaigns (CTA)

Integrations

Capture Leads with Landing Pages and Forms

Social Media Posts & PPC Ads

Turn Web Site Visitors into identified Leads

Contact Forms can be powerful

Never ask for the same data twice

Build a high-impact lead capture page in minutes, not days.

Flexible template layouts and design tools to add your own look

Intuitive Drag n’ Drop Form Builder

Flexible Form Fields

Graduate from basic Email Marketing to Marketing Automation

Send unlimited emails to your target records

Track a records activity from email to web visitor

See which email content is driving sales revenue

Smart Campaigns to replace static blasts

Email Template Library

Intuitive Email Editor

Email Campaigns for CRM Lists

Test and Preview your email message in 40 different Email Clients

Dynamic Content & Personalization

Email Preference Center

Reduce opt-outs

Unlimited Subscription Types

Simple Delivery

Social Marketing Made Easy

Post & Engage onMultiple Profiles

Goal-DrivenSocial Campaigns

Social Calendar& Scheduler

Listen, Monitorand Engage

Measure SocialEngagement

URL Shortener& Conversion Tracking

Never share sociallogin credentials again

Measure ROI fromSocial Marketing

Intuitive Social Publishing

Listen and Monitor with Social Streams

Engage with Social Inbox

Measure & Analyze

Journey Management

Built for marketers

Visual Journey Builder

Make it personal

Real-time Reporting

Smart Journey

Trigger on Event

App-friendly

Cross-channel

Connect and launch a Journey from multiple data events

Zendesk

Olark

GoToWebinar

LiveChat

Twilio

SugarCRM

Salesforce

SiteMonitor

Lifecycle

Lead Score

Automation

Email Sent

Email Open

Tagging

Email Click

Email Forward

Social

Page & Form

List Segment

Geo Location

Status Change

Setup Conditions for an Automated Journey

Autopilot, 24/7

Automate Business Processes

Analytics

Take Action when conditions are met

Post & Engage on
Multiple Profiles

Goal-Driven
Social Campaigns

Social Calendar
& Scheduler

Listen, Monitor
and Engage

Measure Social
Engagement

URL Shortener
& Conversion Tracking

Never share social
login credentials again

Measure ROI from
Social Marketing

Support Automation
Made Easy

Manage Salesforce
Email Campaigns