Marketing Activity Monitor
See What Your Firm Has Sent and What Happened Next. Review supported marketing activity and campaign events from a centralized monitoring view.
Why firms use it.
See what was sent
A timeline of supported marketing activity.
Understand results
Review events and what happened next.
One view
Stop hunting across tools.
Act
Follow up on what needs attention.
Questions
Supported campaign events from your marketing tools.
More in Billing & Growth.
Billing & Payments
Create branded invoices, automate recurring billing, collect payments via Stripe, Authorize.Net, or PayPal — with PCI-compliant tokenized storage and automated dunning.
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Communication Automations
Make Routine Client Follow-Up Repeatable. Configure communication-focused automations that support consistent client outreach from the firm workflow.
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Email Campaigns
Plan, Send, and Review Firm Campaigns. Create targeted email campaigns, connect them to firm audiences, and monitor campaign activity from one workspace.
Learn more ›See Marketing Activity Monitor in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.