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USE CASE

Send Targeted Newsletters

Reach the right people by stage, source, labels or location.

Diagram of one company template replicated into personalized member pages
WHAT IT ISTargeted newsletters use CRM data to reach specific groups. Upward's Dynamic Audiences filter by stage, source, labels, deal value and radius.

What's included

Start from your page

Your Bio/Profile Page is the entry point.

Capture in the CRM

Every interaction becomes a record.

Follow up automatically

Email, SMS, MySites and reminders.

Measure results

Know what works and who to call.

Related

Ready to turn every conversation into growth?

Start free, then replicate your system across your whole team.