Marketing · Workflows

Automate marketing ops while keeping humans in the loop

Scale your demand engine with flexible workflows that handle the busywork yet leave room for high-touch approvals.

The agents screen in CRM.me showing agent activity and approvals.

Visual automation canvas

Drag-and-drop workflows that update lists, score leads, and trigger cross-channel messaging with ease.

On-save & scheduled triggers

React instantly to data changes or run recurring automations that keep your marketing engine humming.

Audience management

Automatically add, remove, or split audiences based on engagement, product usage, and lifecycle stage.

Multi-step journeys

Combine waits, branches, and action paths to deliver the right message at the perfect moment.

Ops collaboration

Assign human approvals, tasks, or content reviews within workflows so nothing launches without the right eyes.

Performance analytics

Monitor execution, conversion impact, and SLA adherence to continually fine-tune automations.

Launch sophisticated marketing automation

We will help you map triggers, build actions, and launch your first workflows in a guided pilot.

Guided onboarding • No credit card • Cancel anytime