What is Marketing Automation in ClearCRM?
Marketing Automation in ClearCRM is designed to help you attract, capture, and nurture leads — all in one place, without needing multiple external tools.
Instead of manually chasing every potential customer, ClearCRM's Marketing Automation lets you create simple, automated workflows that bring leads directly into your CRM and keep them engaged over time.
Key Sections of the Marketing
Here’s how the main parts of the Marketing Automation work together:
Lead Magnets (Assets & Forms)
Create downloadable content or simple signup forms to capture leads.Page Builder
Design landing pages quickly using templates — no coding necessary.Campaigns
Build and automate marketing campaigns (email, SMS, and more) to nurture leads once they’re captured.Marketing Settings & Analytics
Configure your marketing preferences and review campaign performance statistics.
Why It Matters
With ClearCRM’s Marketing Automation features, you can:
Save time by automating repetitive tasks.
Keep your sales pipeline filled with high-quality leads.
Improve customer engagement through timely and personalized communications.
Focus on growing your business instead of manually managing every interaction.