CRM, campaigns and bulk SMS
Leads, follow-ups, campaigns, bulk SMS and workflows for member growth.
| Feature | Use it to |
|---|---|
| Leads | Track prospective members by source and life stage until they register. |
| Follow-ups | Schedule calls and visits; staff see their own or everyone’s by permission. |
| Call log | Record calls with members and leads. |
| Campaigns | Send targeted messages (e.g. a new product to all salaried members). |
| Bulk SMS | Message a list of members at once. |
| Workflow builder | Automate follow-up steps. |
| Member portal logins | Manage members’ portal access. |
Important
Members can opt out of campaign messages. Respect opt-outs — it’s required by data protection law in most countries.
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