Sales, marketing & membership

Customer Engagement Suite

Every customer conversation, in one place and on the right channel.

CRM, messaging and membership tools that keep leads moving and customers coming back, across WhatsApp, email and SMS.

AI in this suite. AI drafts replies and campaign variations, suggests the best time to send, and highlights members who are likely to lapse.

Solution 01

Customer Relationship Management

Leads, quotations and customer conversations in one clear dashboard.

A CRM shaped around your own sales process: capture leads from every channel, send quotations and see each customer's full history in one place.

  • Lead capture from web, WhatsApp and events
  • Pipeline stages and follow-up tasks
  • Quotations and approvals
  • Customer timeline and reporting

AI-driven Summarises each customer's history and suggests the next best action.

Best for
Sales teams that have outgrown spreadsheets
Request a demo

Solution 02

WhatsApp Business Automation

Handle customer enquiries and sales conversations from one shared inbox.

Bring your WhatsApp Business number into a shared team inbox with routing, templates and automated replies, so no enquiry waits and every conversation is on record.

  • Shared team inbox
  • Automated replies and routing
  • Broadcasts with approved templates
  • Conversation history linked to the CRM

AI-driven An AI agent answers routine questions and hands over to your team with full context.

Best for
Customer service and sales teams
Request a demo

Solution 03

Email Marketing Automation

Send targeted updates and turn reader actions into sales follow-ups.

Design campaigns, segment your audience and trigger follow-ups automatically when someone opens, clicks or registers.

  • Campaign builder and templates
  • Audience segmentation
  • Behaviour-triggered journeys
  • Engagement reporting

AI-driven Writes subject-line and copy variations and suggests the best send times.

Best for
Marketing teams
Request a demo

Solution 04

SMS Messaging & Notifications

Deliver important announcements and reminders straight to phone screens.

Send reminders, alerts and one-time passwords reliably, from scheduled bulk campaigns to individual notifications triggered by your systems.

  • Bulk and scheduled SMS
  • System-triggered notifications
  • One-time passwords
  • Delivery reporting

AI-driven Shortens and personalises messages for each audience.

Best for
Operations, service and marketing teams
Request a demo

Solution 05

Membership & Subscription Management

Formerly Membership Management

Member records, subscriptions, renewals and engagement in one place.

Manage member records, plans and renewals, collect recurring payments and see engagement across your whole community.

  • Member records and plans
  • Renewals and recurring payments
  • Member self-service portal
  • Engagement analytics

AI-driven Highlights members who are likely to lapse and personalises renewal outreach.

Best for
Clubs, associations and subscription businesses
Request a demo

Let’s map your customer engagement roadmap.

Book a demo of any solution in this suite, or talk to our consultants about how it would connect with the systems you already run.