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Reachsendthen

Turn interest into
a relationship.

Build the follow-up around the people you want to reach. Bring CRM audiences, a visual campaign sequence and the next step for sales into one workspace.

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14 days free · Card required

The campaign picture

The audience, the sequence,
the next step.

  • Choose with context. Use CRM lead lists and audience criteria to inspect the people and companies you intend to reach.
  • See the whole sequence. Review the introduction, the wait and the sales follow-up together on the campaign canvas.
  • Make the handoff deliberate. Select the intended CRM leads and find their next workflow before starting the follow-up.
  • Capture demand. With Forms & Documents connected, a published form can create the lead that enters this audience.
Audience to handoff · real screens

Know the audience.
Review the handoff.

The screens behind one campaign — the people, the sequence on the canvas and the workflow handoff to sales.

01
Audience

Know who the message is for.

Review audience criteria and the lead records, companies and source behind the people you intend to reach.

Know who the message is for.
Actual CRM list · four demonstration leads · selection criteria shown
02
Campaign canvas

Give the journey a considered next step.

Review the audience entry point, email introduction, two-day wait and sales task together on the campaign canvas.

Give the journey a considered next step.
Actual campaign canvas · complete four-step draft · not activated or run
03
Workflow handoff

Choose the people. Then choose the workflow.

Select the intended leads, open the workflow picker and find their next campaign — the follow-up starts on your decision, not by accident.

Choose the people. Then choose the workflow.
Actual workflow picker · four selected demo leads · no workflow selected or run
Beyond the campaign

A new lead deserves more
than another export.

Keep enquiries in CRM with an owner, customer history and a next step. Let sales pick up the relationship where marketing started it.

Deal pipeline continuing the relationship marketing started
Actual deal pipeline · demonstration workspace

The relationship continues in CRM.

A campaign recipient is a CRM record with history, an owner and a pipeline — not a row in an exported list.

Explore CRM →
Workflow canvas for processes beyond the campaign
Actual saved workflow from the accepted AI plan · inactive draft, not tested

Processes beyond the campaign.

The same visual canvas runs wider business workflows — triggers, conditions and AI steps for the rest of the team.

Explore Automation →
Capture demandA form builder with conditional fields and templates, published through links, embeds and QR codes — with lead creation when CRM is connected.
Follow the responseCampaign reports, recipient activity and link clicks beside customer history — with a website bot widget as a separate AI Chatbot extension.
Good to know

A few things
to know.

For plans and billing see the pricing questions; everything else is in the main FAQ.

Can forms create leads automatically?
With Forms & Documents and CRM connected, configure a form to create a lead. Add branding and conditional fields, then publish through a link, an embed or a QR code.
What kind of campaigns can we build?
Email campaigns use a visual chain of emails, waits, conditions and A/B splits. Test the flow before launch and review version history, recipient activity and campaign results.
How do we connect an audience to the next workflow?
Select the intended CRM leads, open the workflow picker and find the campaign you prepared. Activate its workflow and configure the email channel before running it.
Which modules support this journey?
The example uses Marketing for campaigns, CRM for leads and audience lists, and Tasks for the sales follow-up. Forms & Documents adds capture to this setup. Wider business workflows, customer bots and cross-team dashboards are separate extensions.
How do we evaluate it for our business?
Start a 14-day free trial with the Marketing and Sales hubs; Marketing requires Sales. Or ask us for a demo, and we will walk through the campaign sequence and the handoff to your sales team.
Start with the audience

Give new interest
somewhere to go.

CRM, Marketing and Tasks connect the audience, campaign sequence and intended follow-up. Forms & Documents adds enquiry capture to the same setup.

Start free trialBook a demo

14 days free · Card required