Recipes
Project Management
Featured
Contact Last Engaged Date
See when a contact last interacted with your email, so you can tell how engaged they are at a glance.
Close deals faster with automated 1:1 outreach
Our automation-first CRM tool puts your team in the driving seat, so you’re always ready to connect, engage, and convert.
Your essential toolkit for new business
Our CRM gives you everything you need to automate outreach while keeping that all-important personal touch. Move faster, more efficiently, and in a way that gets prospects excited about what you do.
Close more deals, quickly
Make sure the right people get the right message, automatically. Our segmentation options help you boost engagement with targeted content.
Scale up account-based selling
Segment against any characteristic to deliver hyper-personalized touch points based on your leads’s unique needs and preferences.
Provide 1:1 outreach & support
Collect lead information to facilitate easy scheduling for meetings, demos, and consultations using customizable forms.
Lower your customer acquisition cost
Win probability tells your sales team the odds, so you know when to nurture with automations and when to add a personal touch.
Transform your touchpoints into revenue-driving relationships
Get more out of your contact list with advanced segmentation, AI-powered probability tools, and 1:1 emails at scale. Spend less time managing and more time converting.
Seamlessly connect your entire customer journey
Automate your workflow and turn opportunities into revenue
Attribution
Use your data to attribute every conversion and prioritize your channels based on campaign effectiveness.
Sales routing
Get the right deals to the right reps and make sure every customer gets a seamless journey.
Find out more about your customers
Lead scoring
Assign a point-based score to each individual contact and set which actions or behaviors add or deduct points.
Win probability
Our win probability feature uses AI to analyze every deal and give them a score based on relevant metrics.
Our pre-built recipes make sales engagement simple
- Recipes Marketing Automation
Automatically Qualify & Schedule Sales Calls
Once someone fills in a form on your website, they’ll receive an email with a few short questions, followed by an option to schedule a call.
- Recipes Project Management Featured
Apply Tags to Contacts Based On Custom Fields
Create contact segments with tags based on their answers in a form’s custom fields. Use these tags to personalize your 1:1 and sales engagement messages.
- Recipes Marketing Automation
Create Leads in SalesforcePt 1
This automation recipe is the first in a three-part workflow automation designed to identify leads that are ready to talk to your sales team and create a lead in Salesforce.
Discover how Motrain drives trial conversions by 120% with personalization
Education gamification platform Motrain uses personalized outreach to nurture customers through the trial period. The result? Increased conversions and up to 15 hours saved per week.
120
%
Increase in conversion rate
We’re tracking trials started and trial conversions, and right now we’re converting at over 20%. Before ActiveCampaign, we were converting less than 10%