Marketing Add-on

Supercharge Your Marketing Efforts Directly From Your CRM

Automate Your Marketing, Grow Your Business

Imagine having a smart helper that can do lots of work for you, without getting tired. That's what the WealSmart Marketing Add-on is like! It's a clever tool that helps do many marketing jobs automatically, so you don't have to do them by hand.

With the WealSmart Marketing Add-on, you can tell your computer to do jobs like sending emails, SMS, and more, all by itself. It's like teaching your computer to do marketing chores while you play or do other important stuff. It's a magic helper for your marketing team!

Now, let's say bye-bye to boring, repeating jobs and hi to a smooth ride on the marketing adventure. With WealSmart Marketing Add-on, your marketing becomes fun and easy-peasy, helping your business to grow big and strong like a mighty oak tree!

Benefits That Speak Volumes

Imagine you have a magical garden. The WealSmart Marketing Add-on is like a friendly garden helper who makes sure every plant gets the right amount of water and sunlight to help them grow big and strong! Here's how this friendly helper makes your garden (your business) flourish:

1. Boost Conversion Rates:

When you have a lemonade stand, you want many people to buy your lemonade, right? Our helper makes sure to invite those friends who really love lemonade to your stand. This way, more friends buy your lemonade, making your lemonade stand super popular!

2. Smart Campaign Investments:

Suppose you have some coins to spend on decorations for your lemonade stand. Our helper tells you which decorations more friends like, so you use your coins wisely. Now, your lemonade stand is the prettiest, and everyone wants to see it!

3. Organize Like a Pro:

Our helper keeps your lemonade stand tidy, arranging the cups and straws neatly and making a list of when your friends usually come for lemonade. This way, you're always ready to serve them quickly, and they love visiting your stand!

4. Empower Your Team:

Imagine you have a team of friends helping at your lemonade stand. With our helper doing the routine jobs, like filling the pitcher and arranging cups, your friends can come up with fun ideas like lemonade flavors or decorations, making your stand even more special!

5. Optimize Revenue Growth:

Now, your lemonade stand has become famous for its tasty lemonade and beautiful decorations. More and more friends come to buy lemonade, and your piggy bank gets fuller. Our helper makes sure everyone works happily together so your lemonade stand becomes the talk of the town!

6. Build Lasting Customer Relationships:

Your friends love your lemonade stand, and they keep coming back. Our helper remembers their names and favorite flavors, making them feel super special. They even get a little star each time they visit, and with enough stars, they get a surprise! This way, your lemonade stand has lots of loyal friends, and the fun never ends!

With the WealSmart Marketing Add-on, running your lemonade stand (your business) is a breeze, and every day is a sunny, happy day in your magical garden!

Key Features of WealSmart Marketing Add-on

Think of the WealSmart Marketing Add-on as your super toolbox filled with magical tools that help make your lemonade stand (your business) the coolest one in town! Here’s what each magic tool does:

1. Lead Management:

Imagine you have a big box of invitation cards for your lemonade stand. Our magic tool helps you pick the right friends to send these invitations to, especially those who really love lemonade!

2. Email Campaigns:

This magic tool acts like a smart postman. It helps you send special lemonade invites to your friends through email, tells you when your friends have seen the invites, and even lets you know if they're coming!

3. Audience Segmentation:

Some friends like sweet lemonade, while others like it tangy. Our magic tool helps you group your friends based on what they like, so you can offer them lemonade that makes them go "Yum!"

4. Real-time Alerts:

Imagine having a little birdie chirps to tell you when a friend is coming to your stand or if you need to refill the lemonade pitcher. That's what this magic tool does; it tells you right away when something important happens!

5. Organized Workflow:

This tool is like your magic planner. It helps you make a fun to-do list, so you and your team know who does what. Now, everything at your lemonade stand happens smoothly, just like a fun dance!

6. Trigger Responses:

When a friend says “Hi” at your lemonade stand, this tool helps you say “Hi” back right away. It makes sure you and your friends are always chatting and having a fun time!

7. Customized Templates:

This tool is your magic art box. It helps you create beautiful emails and notes to send to your friends, making every message you send feel like a special gift.

8. Personalized Messaging:

Imagine if every time a friend comes to your stand, you greet them with their favorite color balloon. This tool helps you remember and do these special little things, making every friend feel super special!

9. Analytical Insights:

This tool is like a smart book that tells you stories about how your lemonade stand is doing, which lemonade flavor is loved the most, and how you can make your lemonade stand even more awesome!

With these magical tools in the WealSmart Marketing Add-on, running your lemonade stand becomes a joyful adventure, and every day brings new friends, fun stories, and happy smiles!

Explore the Add-on Sections

Imagine the WealSmart Marketing Add-on as a big, friendly robot helper in your lemonade stand adventure. It has different buttons and screens that help you see and organize lots of fun stuff. Here’s a peek into what each section does:

1. Dashboard Overview:

This is like the magic mirror in your lemonade stand. It shows you how many friends visited, how much lemonade you sold, and if your friends liked the new cherry lemonade!

2. Managing Segments:

Here, you can group your friends based on what they like. It's like having different tables at your lemonade stand for friends who like sweet, tangy, or fizzy lemonade!

3. Asset Management:

Think of this as your treasure chest, where you keep all the cool things like banners, pictures of your lemonade, and fun music for your lemonade stand.

4. Form Management:

This is where you create fun quizzes to know what your friends think about your lemonade or if they have cool ideas to make your stand even better!

5. Campaign Mastery:

Imagine you’re a captain sailing the lemonade sea. Here, you plan fun lemonade parties, send invites, and see which parties your friends liked the most!

6. Email Channel Management:

This section is like your post office for sending email invites to your friends about the next lemonade party or telling them about your new lemonade flavors!

7. SMS Channel Management:

Sometimes, sending a quick text is cool. This is another post office, but for sending text messages to invite your friends to your lemonade stand!

8. Point and Stage Management:

This is your game board! Your friends can collect points with each visit and jump to new levels, like from 'Lemon Buddy' to 'Lemonade Legend'!

9. Workflow Builder:

Here, you can draw a fun map of what jobs need to be done to keep your lemonade stand running smoothly, like a treasure map leading to lemonade gold!

10. Email Builder:

It's your art studio for making beautiful email invites. You can add colors, pictures, and your own drawings to make each invite super special!

11. Insightful Reports:

This is your lemonade storybook. It tells you tales about which lemonade flavor is loved most, which day had the most friends visiting, and how you can make your lemonade stand the coolest in town!

With these cool sections in the WealSmart Marketing Add-on, managing your lemonade stand is like playing the most exciting game, where you make lots of friends, have endless fun, and share loads of yummy lemonade!

Integrate and Elevate Your Marketing with Marketing Add-on

Imagine your lemonade stand is like a big toy set. Right now, you have a cool lemonade-making kit. But then, you discover a new magical box called the WealSmart Marketing Add-on. When you attach this new box to your lemonade-making kit, it becomes a super toy set that can do many more fun and useful things!

When you attach the WealSmart Marketing Add-on to your WealSmart CRM (lemonade-making kit), they fit together perfectly like puzzle pieces. Now, with this bigger and better toy set, you can invite more friends to your lemonade stand, remember their favorite flavors, and even thank them with fun stickers or balloons.

The WealSmart Marketing Add-on is not just an extra box of toys; it's a magical helper that makes your lemonade stand the most loved and fun place in the neighborhood. It helps you make sure every friend leaves with a big smile and they can't wait to come back for more lemonade fun!

With the WealSmart Marketing Add-on, your lemonade stand becomes a wonderland where every day is full of giggles, happy friends, and of course, lots of yummy lemonade!

Get the WealSmart Marketing Add-on Now

Hop on board the WealSmart Marketing Add-on rocket and zoom into a world where marketing is as easy as pie, speedy as a race car, and successful as a treasure hunt! Grab your add-on today and turn your lemonade stand into the most bustling and giggly spot in town!

Start 30-Day Trial

WealSmart CRM pricing garden

At the WealSmart CRM pricing garden, you'll find three colorful flower pots, each with its own special seed that can grow your business!

- For $99 a month, the Starter Pack seed gives you a cute little garden with two helpers and 20 new friends to meet.

- The Pro Pack seed for $129 a month grows a bigger garden with 15 helpers and 500 new friends.

- And for the biggest garden, the Enterprise Pack seed at $299 a month lets you meet unlimited friends and comes with 100 helpers!

Plus, you can try any garden for 30 days to see which one you like best. Just click "Get Started" if you're ready to plant or "Ask a Question" if you want to learn more.