Marketing and sales. Finally working together.
Your CRM already knows your customers. Put that data to work, so every campaign, email, and form speaks to the right person, at the right moment, with the right message.
The customer journey is a relationship loop
Nurture the relationship with your customers at every step
From awareness to advocacy, every stage of the customer journey happens in one place. So your team always knows where a customer is, and what they need next.
Interactive demo
See it in action
Watch how marketing captures, qualifies, and hands over leads to sales - all within one platform.
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Turn visitors into leads, automatically
Customisable web forms capture prospect data directly into your CRM - no manual entry, no missed opportunities. Add a branded thank you page and your first impression is already working for you.
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Run email campaigns that feel personal
Build branded emails with a drag-and-drop editor and send the right message to the right segment. Every campaign is personalised, on-brand, and tied directly to your CRM data.
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AI that handles the draft. You handle the strategy.
Generate campaign images from a prompt, get subject line suggestions that fit your audience, and adjust your tone with a click - serious, friendly, or somewhere in between. Less time on drafts, more time on what matters.
From first click to qualified lead, without the manual work
Forms that capture, emails that convert, and flows that follow up automatically. So your marketing team can focus on the conversations that actually matter.
Forms
Turn interest into pipeline
Build forms without code, capture consent the right way, and watch every submission land directly in your CRM, ready for follow-up:
- Create and edit forms easily without writing a single line of code
- Stay GDPR compliant with double opt-in
- Build a privacy-first relationship with customers through consent preferences
Email marketing
Reach more people. Convert more leads.
Build campaigns that feel personal, look on-brand, and get results with a little help from AI:
- Generate campaign images from a simple prompt
- Get AI suggestions for subject lines, headings, and CTAs that fit your audience
- Adjust length and tone with a click: serious, friendly, or somewhere in between
- Use personalisation tokens to stay relevant, even when sending to thousands
Flows
Automate the customer journey
Set up trigger-based workflows that respond to what your contacts actually do:
- Directly update and populate contact cards
- Trigger a follow-up task or appointment
- Flag interest on a product or event
Reports and dashboards
Know what's working and why
Pre-built reports for campaign performance, form conversions, and audience engagement. Plus the ability to pull in sales and service data for the full picture:
- Construct and assemble personalised dashboard views tailored for your team
- Compare open and click-through rates year over year
- Identify high-performing forms to optimise and replicate success
Lead Management
From first touch to sales opportunity, without the gaps
See where every lead comes from, who owns it, and where it stands, so marketing and sales always work from the same picture:
- Distribute leads automatically by region, industry or company size - no manual routing
- Track lead source across every stage, so marketing can prove what's actually driving pipeline
- Move leads from first touch to qualified opportunity with a shared board view
- Automatic category updates keep your funnel reporting clean as deals progress
Add-on: Event management
Turn events into pipeline, not just attendance lists
Events are one of your most powerful touchpoints. With Lyyti, now part of SuperOffice, every registration, attendance, and no-show flows directly into your CRM — so your follow-up is targeted, timely, and always in context:
- Build invitation lists straight from your CRM segments
- Sync registrations and attendance automatically — no manual exports
- Follow up with the right message based on who actually showed up
- Keep sales in the loop before, during, and after every event
Add-on: SuperNotes
Turn conversations into real customer insight
Customer meetings are full of valuable insights. SuperNotes captures and structures them automatically, linking key takeaways to SuperOffice. This way, your campaigns, segmentation, and messaging are grounded in real dialogue.
AI-powered meetings. Smarter marketing.
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GDPR
Relationships are based on trust. Consent is managed automatically - emails only go to people who've agreed to receive them, and customers can update their own preferences at any time.
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Contact and list management
Segment your CRM database with filtered lists for targeted campaigns. SuperOffice for marketing simplifies bounce management, keeping your contact lists up to date.
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One dashboard for marketing, sales, and service
See how campaigns drive pipeline, how leads progress through sales, and how customers behave after purchase - all in one place. Real insight, not just open rates.
Connect to the tools your team already uses
Hundreds of integrations in our App Store: ERP systems, data enrichment, digital signing, and more. Plug in what you need, and your CRM is ready.
“SuperOffice CRM offers real added value, especially in sales and marketing, thanks to the integration of ERP, Office 365, Echobot and the automation options via Zapier.”
Andre R, Procurement Director
Plans that grow with your marketing activity
Every plan includes email marketing and built-in GDPR compliance. Forms, flows and advanced automation unlock as you move up, so you're not paying for what you don't need yet.
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Email marketing KPI guide
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See your CRM data become your best marketing asset
Book a demo and we'll show you:
- How to turn your existing CRM contacts into targeted, high-converting campaigns
- How leads flow from marketing directly into your sales pipeline, without manual handoffs
- What AI does in your day-to-day email workflow; from image generation to send-time optimisation