Campaigns and events · Autessa CRM
Campaigns
Campaigns in Autessa CRM cover four kinds of outreach, nurture, event, email and handwritten cards, each with an audience, a progress ladder from queued to won, deals attributed, sends logged and the people who replied or attended.
The problem
Marketing results stop at the open rate
When campaigns live outside the CRM, nobody can say which one produced a deal. Autessa CRM campaigns live next to the pipeline: deals record the campaign they came from, and each person moves up a ladder you can see.
What you get
- Kinds: Nurture, Event, Email, Cards.
- Statuses: draft, scheduled, running, paused, completed, cancelled.
- Audience: a saved segment, people you pick in Contacts, a saved list, or an advanced filter, with Sync list and Add new matches.
- Progress ladder: queued, case sent, no response, engaged, declined, meeting scheduled, meeting held, lost, deal open, won.
- Results: counts, deals attributed and Log a send.
- Follow-up worklist with Priority, A–Z, Stage and Net gain sorts.
- Details: goal, dates, budget, landing page and notes; tracking link to your email platform.
- Columns: campaign, kind, status, on list, reached, replied, attended, dates, owner.
How it works
How does campaigns work in Autessa CRM?
- 1
New campaign
Name, “What is it about?” and kind.
- 2
Choose who
Segment, list, picks or a filter.
- 3
Run it
Sequence steps and co-pilot drafts, one person at a time.
- 4
See results
Ladder, replies and attributed deals.
Every option
Campaign fields
| Option | What it does |
|---|---|
| What is it about? | The co-pilot reads it before every draft. |
| Goal, Starts, Ends, Budget | Plan and measure. |
| Landing page, Notes | Context for the team. |
| Tracking | Platform, campaign id and dashboard link for an external email tool. |
| Run again or remove | Repeat or retire a campaign. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
FAQ
Questions about campaigns
Can I run marketing campaigns in Autessa CRM?
Yes: nurture, email, event and handwritten card campaigns, measured up to the deals they produce.
How does Autessa CRM handle campaign email?
Every email is personal: written and sent one person at a time from your own mailbox. For newsletters, record your email platform’s campaign link on the campaign to track results beside your deals.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours