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Communication & Marketing

Every module, one workspace.

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All modules · Communication & Marketing

Email & automation

Campaigns, email, SMS & workflows

Send email and SMS campaigns to segments, score leads and let workflows do the follow-up.

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The Email & automation module in sysco.one

Why teams use it

Campaigns, email, SMS & workflows, done properly.

Part of one shared workspace, so Email & automation data is already connected to your clients, projects and invoices.

01

Email and SMS campaigns

Build, preview and schedule campaigns to any segment.

02

Segments

Lists that update themselves from rules, or static lists you manage by hand.

03

Lead scoring

Points for the actions that matter, with decay and thresholds.

04

Workflows

If-this-then-that automation across contacts, deals and tickets.

Inside Email & automation

Every page in the Email & automation menu.

What you'll find in the side menu and tabs, and what each one does.

Email & campaigns

  • CampaignsCampaign records with dates, owner, goal, audience and UTM codes, plus a UTM builder.
  • Email & SMSEmail and text campaigns with a builder, preview, scheduling, and subscription and suppression settings.
  • Email templatesReusable marketing email templates.
  • Lead scoringPoint-based scoring rules with decay and thresholds.

Content

  • FormsA form builder with file uploads and CSV export of submissions.
  • Landing pagesA block-based page editor with A/B variations, tracking views, visitors and conversions.
  • CTAsPop-ups, slide-ins, banners and buttons, tracking views and clicks.

Automate

  • WorkflowsAutomations for contacts, companies, deals and tickets, triggered by changes, dates, forms, lists, scores, emails or page views.
  • Workflow actionsDelays, branches, emails, SMS, tasks, property updates, owner rotation, new records, sequences and webhooks.

Connected by default

Works hand in hand with

Landing pages

Publish landing pages and forms on your own domain and send every lead straight to the CRM.

  • Pages and forms
  • Your own domain
Explore Landing pages

CRM

A pipeline for every deal, with contacts, companies and the full email history in one place.

  • Pipelines and stages
  • Board or table
Explore CRM

Sales engagement

Find and work leads, run outreach sequences, book meetings and forecast what will close.

  • Lead pipeline
  • Sequences
Explore Sales engagement
Email & automation: Campaigns, email, SMS & workflows · sysco.one