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Campaigns and Mail Merge

Run personalized campaigns with CRM context and engagement analytics.

Build lists, templates, sequences, and campaign analytics around the same CRM records your sales team uses.

Built for

Growth teams, lifecycle marketing, SDR teams, and founder-led sales motions.

Availability

Implemented workflow; sending provider required

Campaign and mail-merge surfaces exist. Production sending requires Resend, SendGrid, suppression, unsubscribe, and webhook configuration.

Email providerSuppression/unsubscribe configWebhook proof
Explore campaignsView pricing

Campaign studio

Launch checklist

ListSegmented
TemplateApproved
AnalyticsLive

Product Theater

Inspect the workflow before signup

Each step shows the start state, CRM.me action, result state, and proof language for this product route instead of relying on generic feature copy.

Campaign studio

Launch checklist

Desktop, tablet, and mobile route captures · poster campaign-studio.png · fallback campaign-studio.png

Interface preview, not release proof

Start state

Build the audience

Use contacts, accounts, lists, and CRM criteria to define the send group.

CRM.me action

Build the audience

Use contacts, accounts, lists, and CRM criteria to define the send group.

Result state

Segmented

List moves into the product surface without losing record context.

Proof

Managed email requires Resend or SendGrid production keys.

Campaign claims avoid unsupported deliverability guarantees.

Workflow

How the workflow moves from signal to action

Every page maps to shipped CRM.me surfaces or explicitly calls out the production credentials required before a workflow goes live.

1

Build the audience

Use contacts, accounts, lists, and CRM criteria to define the send group.

2

Personalize the message

Use templates, merge fields, and AI assistance to generate on-brand outreach.

3

Measure response

Track delivery, engagement, replies, and follow-up actions.

Campaign builder

Create campaigns from CRM data and approved templates.

  • Marketing lists
  • Merge fields
  • Templates
  • Send controls

Delivery awareness

Watch the operational state of sends and events.

  • Delivery status
  • Bounce events
  • Unsubscribes
  • Suppression list

Revenue context

Turn campaign engagement into sales-prioritized action.

  • Account activity
  • Deal context
  • Alerts
  • Attribution views

Claim Guardrails

Source-verifiable launch copy

These pages avoid fake customer counts, fake certification language, fake marketplace approval claims, and unsupported revenue-lift claims.

Managed email requires Resend or SendGrid production keys.

Campaign claims avoid unsupported deliverability guarantees.

Links directly to built campaign, list, template, and analytics surfaces.

Related Workflows

Keep exploring the connected product surface

TemplatesEmail checkerAnalytics