Marketing CRM and follow-up management

Keep customer follow-ups close to the team doing the work.

Marketing CRM for Australian teams that connects leads, customer follow-ups, tasks, meetings, contact segments and workforce operations.

Start with five staff freeExplore the platform

A practical lead pipeline

Give each lead a visible status, owner and next action. Teams can review new, contacted, follow-up, interested and converted records without building another spreadsheet.

  • Contact and company records
  • Lead ownership and multiple assignees
  • Pipeline stages and next-action dates

Follow-ups that become real work

Customer follow-ups use the shared task engine, so marketing commitments remain visible beside other operational responsibilities.

  • Due, overdue and completed follow-up views
  • Calendar activities for calls and meetings
  • Assignment notifications and optional reminders

Useful customer context

Keep interaction notes, task history, meetings and contact information together so the next person can understand the relationship before acting.

  • Interaction and activity timeline
  • Tags and dynamic or manual segments
  • CSV and Excel contact imports with duplicate handling

Consent-aware list preparation

Generate deduplicated lists from eligible contacts while excluding records marked unsubscribed, do-not-email or do-not-contact.

  • Saved audience segments
  • Email normalization and deduplication
  • Consent and suppression checks

A connected workflow

Move from scattered updates to a clear operating rhythm.

01

Capture

Add or import contacts, assign ownership and preserve useful context.

02

Follow up

Schedule the next task, call or meeting with clear responsibility.

03

Review

Monitor the pipeline, overdue actions and marketing team activity.

Common questions

Is this CRM separate from task management?

No. Marketing follow-ups use the shared task system, keeping customer work visible in both Marketing and Task Manager.

Can more than one person be assigned?

Yes. Contacts, follow-ups and calendar activities support multiple assignees.

Does list generation respect unsubscribe settings?

Yes. Eligible email lists exclude contacts with applicable unsubscribe, do-not-email and do-not-contact flags.

Can we import existing contact spreadsheets?

Yes. The Marketing Hub supports CSV and Excel imports with field mapping, duplicate checks and import history.

Bring your team and customer work into one workspace.

Start with up to five staff at no cost and expand when your operation is ready.

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