Autessa CRM topic

Campaigns and events

Nurture, email, event and card campaigns, measured from first touch to deal. Run nurture, email, event and handwritten card campaigns in Autessa CRM, with progress ladders, attribution, event plan checklists, funnels and Booth Capture lead triage.

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Event · SaaS Summit 2026Sample

Plan

T-60Register and book the booth

T-7Confirm booth staffing and create the Booth Capture event

T+1Upload the attendee list and tag attendees

T+2Send the follow-up

T+14Review outcomes

Funnel

Registered 1,900Met 142Followed up 96Meeting 14Deal 5$212 per lead

Why it matters

What is campaigns and events in Autessa CRM?

Campaigns in Autessa CRM sit right beside the pipeline, so you can see which one produced a deal. Run nurture, email, event and handwritten card campaigns; move people up a ladder from queued to won; plan trade shows with a checklist and measure them with a funnel and cost per lead; and triage booth leads straight into contacts.

At a glance

Four campaign kinds
Progress ladder and attributed deals
Event plan from T-60 to T+14
Funnel and cost per lead
Handwritten cards with AI lines

Features

Everything in campaigns and events

Campaigns

Nurture, email, event and card campaigns with audiences, a progress ladder from queued to won, attributed deals and logged sends.

Event campaigns

An event plan from T-60 to T+14, a funnel from registered to deal with cost per lead, and the booth roster to triage into contacts.

Handwritten cards

Card campaigns with a writing list, an AI-suggested line for each person, address readiness, a print list and Mark sent.

Quick answers

Questions about campaigns and events

Can I run marketing campaigns in Autessa CRM?

Yes: nurture, email, event and handwritten card campaigns, measured up to the deals they produce.

Can I plan trade shows in Autessa CRM?

Yes. Event campaigns include a plan checklist, event details, a funnel with cost per lead and the booth roster.

Can a CRM manage handwritten notes?

Autessa CRM can: card campaigns with a writing list, address checks, AI-suggested lines, a print list and Mark sent.

Next topic: Clients and partners →

See Autessa CRM with your own pipeline

Autessa CRM is AI CRM software for B2B sales teams: one Today list of what to do next, contacts and companies, a gated sales pipeline with forecasting, email logged from your own Gmail or Outlook, nurturing, campaigns and events, contracts, and Jarvis, an AI assistant that proposes and never acts without you. AI Lead Capture turns site visitors into qualified leads.

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