Campaign management
Campaigns that end in revenue, not just opens
Your leads are already in the CRM — so run your outreach from there too. Segment by source, stage or behaviour, hand the list straight to your callers, and read the results in revenue instead of vanity metrics.
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Pending
120
awaiting assignment
Claimed
58
picked up by an agent
In progress
24
being worked now
Completed
76
call logged with an outcome
How it works
Segment, send, then prove what worked
Campaign tools bolted onto a spreadsheet export go stale in a week. Campaigns that run on your live pipeline never do.
Segmentation
Segments built from live pipeline data
Target leads by where they came from, where they sit in your pipeline, or what they've done — and reach preset customer segments without rebuilding the list every time.
- Segment by source, stage or behaviour — not a frozen export
- Preset customer segments ready to reuse, campaign after campaign
- Always current — leads move in and out as your pipeline changes
Calling campaigns
Worked from where your leads already live
Build the campaign inside the CRM and your agents work it from the same screen — every call tracked, every outcome recorded. No exporting contacts to a separate tool, no out-of-date lists, no wondering which system has the truth.
- Lead campaigns & data pools — assign leads or let agents claim them
- No list exports — campaigns read your live lead data
- Responses land on the lead, where your team follows up
Reporting
Reports that end at revenue
Opens and clicks are nice. Deals are better. Because campaigns and pipeline share one database, Getlead follows each campaign from first touch to closed revenue — and the report is ready to share with your team.
- First touch to closed revenue, campaign by campaign
- Shareable campaign reports your whole team can read
- Compare campaigns to spend the next budget on what worked
At a glance
What is CRM campaign management?
CRM campaign management means running outreach campaigns directly from the system that already holds your lead data, instead of exporting lists to a separate tool. In Getlead CRM you segment audiences by source, stage or behaviour, send targeted messages to preset customer segments, and track each campaign through to closed revenue. Campaign management is included in every Getlead plan, from $9 per user per month.
| Channels | Calling today · SMS, email and WhatsApp in development |
|---|---|
| Segmentation | By source, stage or behaviour |
| Audiences | Preset, reusable customer segments |
| Reporting | First touch to closed revenue, shareable |
| Platforms | Web · Android · iOS |
| Included in | Every plan — $9–12 / user / month |
FAQ
Campaigns, answered plainly
What types of campaigns can I run with Getlead CRM?
You can run targeted call campaigns against preset customer segments, straight from the CRM. SMS, email and WhatsApp campaigns are in development. Because campaigns run on your live lead data, segments stay current without exporting lists to a separate tool.
Can I see which campaigns actually produce revenue?
Yes. Getlead tracks campaigns from first touch to closed revenue, so you can see which messages produced pipeline and deals — not just opens and clicks. Campaign reports can be shared with your team.
Is campaign management included in every plan?
Yes. Campaigns are included in every Getlead CRM plan along with every other feature — from $9 per user per month billed yearly, with a 7-day free trial and no credit card required.
Can I send campaigns to a specific segment of my database?
Yes. You can select a group by source, stage, owner or behaviour and send only to them, rather than mailing the whole database. That keeps offers relevant and makes the results readable, because the audience for each send is deliberate.
Can I follow up automatically with people who engaged?
Campaign engagement feeds back into the pipeline, so people who opened or responded can be worked as leads with an owner and a follow-up task. The campaign becomes the start of a conversation rather than the end of a report.
How do I know if a campaign produced revenue, not just opens?
Because campaigns run in the same system as the pipeline, reports connect a send to the leads it produced and the deals those leads became. You can see revenue attributable to a campaign instead of stopping at open and click rates.
Is there an extra charge for campaigns?
No. Campaign management is included in the single plan at $9 per user per month billed yearly, or $12 billed monthly. Every feature is in every plan, so campaigns are not a paid add-on.
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