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Campaigns

Email your clients without exporting them first

Build the message in a block editor, pick a segment of your existing clients and contacts, personalize with their real data and send now or on schedule. Opens and clicks are tracked, and you watch delivery progress in real time.

Replaces Mailchimp
Email campaign editor with content blocks and recipient segment

Compose with blocks, personalize with data

Assemble emails from text, heading, button, image, divider and footer blocks. Personalization placeholders like {{client.field}} and {{contact.field}} pull straight from your CRM records, including your custom fields — so 'Hi {{contact.first_name}}' actually works.

  • Block editor: text, heading, button, image, divider, footer
  • Personalization from client and contact fields
  • Custom CRM fields available as placeholders

Segments you build once and reuse

Target all clients, all contacts, primary contacts only or a custom filter. Segments are saved and reusable, and show a live recipient count before you commit. Send immediately or schedule for later.

  • Saved, reusable recipient segments
  • Live recipient count preview
  • Send now or schedule

Watch it land

Campaigns move through clear statuses from draft to sent, with sending progress streamed in real time. Open tracking via pixel and click tracking show what worked, and a resend-to-failed action cleans up after flaky mail servers.

  • Statuses: draft, scheduled, sending, sent, failed, cancelled
  • Open tracking (pixel) and click tracking
  • Resend to failed recipients

Everything included

  • Block email editor with six block types
  • {{client.field}} and {{contact.field}} personalization
  • Recipient segments: clients, contacts, primary contacts, custom filter
  • Saved and reusable segments
  • Live recipient count
  • Send now or schedule
  • Campaign statuses from draft to sent
  • Open tracking via pixel
  • Click tracking
  • Resend to failed recipients
  • Real-time sending progress

Ready to run everything in one place?

Create a free workspace, switch on the modules you need and see how much lighter your toolbox gets. No credit card, no trial clock.