Setup checklist
Seven steps from an empty workspace to your first approved campaign.
Company name, timezone (Asia/Kolkata), business hours and default currency. These drive quiet hours and reports.
Admin, Sales Manager and Sales Agent roles control who can export data, launch paid campaigns and see billing.
Choose which channels need opt-in, add your existing unsubscribe and DND lists, and set quiet hours before any message goes out.
Connect Meta Lead Ads, Google Ads lead forms, LinkedIn Lead Gen or your website forms. Nothing is live until a source is authorised.
Bring in a CSV or Excel file. Lead Engine validates, de-duplicates and records the source and consent basis for every row.
Filter by industry, location, company size and role, then save it as a segment you can reuse in campaigns.
Let the AI Campaign Builder draft the plan and copy. A manager approves it before anything is published or paid for.