Campaigns that close, not just clicks.

Every lead from your forms, chats and campaigns lands on the record your sales team works.

Join waitlist →See a campaign

The lead you bring in is the deal they close.

Marketing, sales and success work the same records, so the source and every campaign stay on the lead.

  1. Marketing

    Captures and warms the lead.

  2. Sales

    Works it with the whole history.

  3. Success

    Knows where the customer came from.

Sample record. Source, first touch and campaign are properties you add to your leads.

Build the campaign once.

Click a step to see what it does.

Sequences›Q4 SaaS launchActiveSample sequence
Step · EnrollWorkflowNew demo-form leads

A workflow enrolls each lead the demo form creates, once their fit grade is A or B.

Step · A/B splitEmailEmail · Day 0

Half the list gets opener A, half gets B. Stella drafted both, and you approved the copy first.

A“Your Q4 pipeline, one record per lead”50%
B“See the webinar replay first”50%
Step · WaitWait for eventUp to 3 days

Holds the lead here until they reply or three days pass. An unsubscribe exits them.

Step · If repliedActionsTask for the owner

Creates a call task for the lead's owner and posts in #sales, with the record linked.

Step · If notSMSSMS · Day 4

A two-line text. Replies land in the same inbox as email.

Email and SMS steps · waits and branches · A/B splits · exits on a reply or unsubscribe · opens and clicks on the lead

Everything a campaign runs on.

  • Web forms create a lead
  • Website chat saves the contact
  • One inbox for email, SMS, chat and calls
  • Booking pages and CSV imports
  • Segments as saved views
  • Your own properties on every lead
  • Rollups and formulas to size a segment
  • Linked records for company and campaign
  • AI properties fill the fields you pick
  • Fit grade from A to D, on your criteria
  • Routing to an owner by workflow
  • Stella drafts, you approve the send
  • Source and first touch as properties
  • Multi-touch with a formula
  • Dashboards by source and campaign
  • Revenue rollups per segment

Coming soon Your ad tools, hooked up. Ad spend next to the pipeline it made.

Google AdsMeta AdsLinkedIn Ads
  • Workflows on any change
  • Scheduled jobs on a timer
  • HubSpot and Stripe sync
  • Docs, whiteboards and decks for the brief

A day on the marketing team.

An example day with Dana, who runs demand gen.

Questions marketing leaders ask.

Do I still need a separate marketing automation tool?

For most teams, no. Forms, segments, sequences and dashboards run on the same records sales and success work, so there's nothing to sync.

Where do the leads come from?

Web forms, website chat, the inbox (email, SMS and calls), booking pages, and CSV imports. Stella can also log one from any conversation.

How do segments stay up to date?

A segment is a saved view with filters. When a record changes, the view changes with it, so there's no list to re-export.

How does attribution work?

Add source, first touch and campaign as properties on your leads, then group and chart by any of them. A formula property models multi-touch your way.

Can I A/B test a sequence?

Yes. An A/B split sends a share of the list down a different path, and opens, clicks and replies are recorded on each lead.

Can AI help write and qualify the outreach?

Yes. AI properties fill the fields you choose, a fit grade scores each lead on your criteria, and Stella drafts follow-ups that send only when you approve.

Stop writing the campaign brief twice.

Build the campaign once. Sales and success see it on the record.

Join waitlist →

Plans from $39 a seat a month, billed annually. See pricing

Your marketing stack today
  • Marketing automation
  • Email sequencer
  • CRM
  • Segmentation
  • Attribution
  • Web chat
  • Enrichment
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