Cloud MLM Software's CRM and Marketing Automation unifies relationship management with multi-channel campaign delivery: contact and lead records linked to distributor and customer profiles; configurable pipeline stages with activity logging and notes; segmentation by rank, geography, purchase history, and lifecycle stage; email and multi-channel campaign builder (email, SMS, WhatsApp); trigger-based workflows on signup, purchase, rank advancement, or custom events; welcome series, re-engagement, abandoned-cart, and product-launch automations; performance analytics with open, click, and conversion reporting; and AI Agent automation for send-time optimization, churn-risk scoring, and next-best-action suggestions. Licensed once from USD 750, self-hosted, since 2015.
CRM and Marketing Automation
Bring Salesforce, HubSpot, Zoho, and marketing clouds into the mix so campaigns, leads, and service data stay unified.
- Building MLM software since 2015
- One-time licence from USD 750
- Full Laravel source included
- Live demo, no signup
capability
What CRM and Marketing Automation gives you
The parts of this feature you will actually use in week one.
- 01
Contacts & pipeline
Unified CRM for contacts, leads, and pipeline stages. Track activities and notes; align team and distributors.
- 02
Campaign automation
Email and multi-channel campaigns with segmentation and triggers. Nurture and re-engage automatically.
- 03
Workflows
Trigger-based workflows for signup, purchase, or custom events. Automate follow-ups and tasks.
in detail
CRM and Marketing Automation in One Place
CRM and Marketing Automation in Cloud MLM Software gives you contacts, pipeline, and campaign automation, so you can manage relationships and run campaigns without switching tools.
MLM and direct-selling success depends on strong relationships and consistent engagement. When contacts and leads live in spreadsheets and campaigns are manual, follow-ups get missed and messaging feels generic. CRM and Marketing Automation brings contacts, pipeline, and automation into one system: one view of every lead and distributor, pipeline stages and activities, and automated campaigns and workflows that run on triggers you define.
Use the CRM to track contacts, leads, and pipeline; log activities and notes so your team and distributors have context. Build email and multi-channel campaigns with segmentation and triggers (welcome series, re-engagement, or product launches). Create workflows that run on signup, purchase, or custom events so follow-ups and tasks run automatically. The result: better visibility, timely touchpoints, and less manual work.
product map
Where CRM and Marketing Automation sits in the product
Every feature reads from the same network data and writes back to the same ledger, so nothing runs as a side system.
admin workflow
Get Started with CRM and Marketing Automation
Manage contacts and pipeline, then automate campaigns and workflows. Try Cloud MLM Software and keep your network engaged.
Set up CRM
Import or add contacts and leads. Define pipeline stages and start tracking activities and notes.
- Contacts
- Pipeline
- Visibility
Build campaigns
Create email and multi-channel campaigns. Use segmentation and triggers to nurture and re-engage.
- Campaigns
- Segmentation
- Automation
Add workflows
Create trigger-based workflows for signup, purchase, or custom events. Automate follow-ups and tasks.
- Workflows
- Triggers
- Support
what you get
How CRM and Marketing Automation Works
Manage contacts and pipeline in the CRM; automate campaigns and workflows with triggers and segmentation, so relationships and marketing run in one place.
- CRM
Contacts, leads, and pipeline in one view. Track activities and notes; align team and distributors.
- Store contacts and leads with details and pipeline stage. Notes and activity history for full context.
- Pipeline stages drive visibility and reporting. Use stages to trigger workflows or target campaigns.
- Campaigns
Email and multi-channel campaigns with segmentation and triggers. Nurture and re-engage automatically.
- Build campaigns with segmentation and scheduling. Welcome series, re-engagement, product launches.
- Track opens and clicks; use behavior to refine segments and trigger workflows.
- Workflows
Trigger-based workflows for signup, purchase, or custom events. Automate follow-ups and tasks.
- Define workflows that run on events: signup, first purchase, milestone, or custom.
- Automate emails, tasks, or internal alerts so follow-ups and next steps run without manual steps.
- Contact and lead management
Single view of contacts and leads. Store details, segment by source or behavior, and track pipeline stage. Notes and activity history so everyone has context.
- Pipeline and stages
Define pipeline stages and move leads through them. See where each lead stands; use stages for reporting and for triggering workflows or campaigns.
- Email campaigns
Build and send email campaigns with segmentation and scheduling. Welcome series, re-engagement, product launches, or one-off broadcasts. Track opens and clicks.
- Multi-channel campaigns
Extend beyond email: SMS, in-app, or other channels when configured. One campaign definition, multiple touchpoints.
- Trigger-based workflows
Workflows that run on events: signup, first purchase, milestone, or custom. Automate follow-up emails, tasks, or internal alerts so nothing is missed.
- Segmentation and targeting
Segment contacts by behavior, attributes, or pipeline stage. Target campaigns and workflows to the right audience for better engagement.
next step
See CRM and Marketing Automation running on real data
The demo is live and needs no signup. Open it, then price the licence or ask us about your own plan rules.