← Back to platform
Grow demand

Marketing

Marketing that proves its worth.

Design, send and automate personalized campaigns built on your live CRM data — email, SMS and nurturing journeys, all from one place.

Then see exactly which campaigns drove revenue, down to the dollar.

Email campaign overview with delivery, open rate, click rate and revenue, an email preview and an opens-over-time chart
Built on your live data

Reach the right people with the right message

Reach the right people with personalized, measurable campaigns built on your live CRM data. Design, send, automate and attribute revenue, all in one place.

Capabilities

What you get with Marketing

  • Email blasts — query your database, build a list, send and track in real time
  • Email campaign sequences with real-time stats
  • Automated nurturing campaigns — dynamic, personalized and trigger-based
  • Drip campaigns for cross-sells, up-sells and follow-ups
  • Drag-and-drop email builder — no HTML required
  • Email templates by theme
  • Integrated UTM link builder with real-time campaign tracking
  • Lead origination tracking and revenue attribution
  • Integrated ROI reporting
Marketing automation

Nurture every lead on autopilot

Build trigger-based journeys that welcome new leads, follow up automatically and branch on what each person does — so the right message goes out at the right moment without anyone lifting a finger.

Marketing automation journey: a new lead triggers a welcome email, a wait, then a branch to an offer or a reminder
Email blasts

Send beautiful eblasts to your whole list

Design a branded email, pick a segment and send to thousands in a few clicks — or schedule it for the perfect moment. Every open, click and conversion is tracked back to the contact record.

  • Drag and drop, AI-assisted email designer with reusable templates
  • Send to any segment or your entire list — thousands at once
  • Send now or schedule, with A/B subject testing
  • Open, click and revenue tracking on every contact
Email blast composer: a designed newsletter with an audience of 12,480 recipients, schedule options and performance stats
UTM builder & tracker

Build trackable links — and see exactly what they earn

Create UTM-tagged links in a few clicks, then track every campaign end to end. SmartDesk CX ties clicks, leads, sales and revenue back to each source, medium and campaign — so you know precisely what's working.

  • Point-and-click UTM builder with copy-ready links
  • Live dashboard: clicks, leads, sales and revenue attribution
  • Goal tracking for clicks, leads and revenue
  • Every click and lead attributed on the contact record
UTM campaign dashboard with efficiency KPIs, goal gauges, a leads-and-sales chart, and campaign, lead and UTM detail panels
Explore more

More of the platform

Every module shares one customer record — turn on what you need and add the rest as you grow.

See Marketing in action

Book a personalized walkthrough and we'll show you how it fits your team — and the rest of the platform.