Turn your prospect and client experience into a seamless process. With multi-step campaigns, you can design automated sequences that guide contacts from one step to the next. Whether it’s onboarding, renewal or re-engagement, ClientCircle keeps communication flowing automatically, so nothing gets missed.
Create personalized, automated journeys that nurture relationships and keep communication flowing.
Mix and match steps—send a message, assign a team task, mail a letter, add a wait, repeat.
Build multi-step campaigns for any audience or goal
Mix emails, texts, letters and postcards in a single journey
Use pre-designed campaign templates and customize your messages
Set rules and timing for every step to match your workflow
Track engagement and see where each client is in their journey
Automate the follow-up process so your team can focus on relationships
ClientCircle is the perfect tool for a growing agency, as it gives us another dimension to interact with our customers in a meaningful way. The automated marketing campaigns save us time and money, allowing us to better focus on our clients’ needs and provide the most excellent service possible. Thank you, ClientCircle!
Garrett Watson
Kelly Miller Insurance Associates
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