Use cases · Marketing
Put traffic and pipeline by source on one board
Which sources bring visitors, and which bring deals.
- Best for
- Whoever decides where the marketing money goes.
- You give it
- A report.
- Where it runs
- App, Chat
- Needs
- Pro and up, with the Marketing module on.
How it runs.
- Build the report, or ask the Agent.
- Save it.
You get
Visitors by source beside deals created by source, on one saved report.
You decide
A person saves it.
More for marketingFor marketing teams
- Reports & dashboardsAsk a question, keep the chartWhere this lives
- Put a form on your siteBuild it here, paste one line, and requests start arriving.App
- Answer website visitors when nobody is at the deskA site agent that answers from your brief and files the lead.On its own
- Score every new request before anyone reads itA workflow reads each request and tells the owner which are worth a look.Workflow
Give the Agent this job.
Start free, and see the result wait for your yes.