Capture every lead, then nurture it until it is ready to buy
Forms, a website AI assistant and an enquiry inbox that turn visitors into contacts, and tracked email sequences that keep them warm, sent with deliverability built in. The whole marketing package is on every plan.
What is Reach360 Marketing?
Reach360 Marketing is the lead-generation and nurture module of Reach360 CRM. It captures leads from lead-capture forms, an AI assistant on your website and the mailbox your enquiries arrive in, puts them on the same contact record your sales team works from, and nurtures them with email sequences and broadcasts that track opens and clicks. It is included in every plan.
Your website answers visitors and captures the ones who engage
Enter your website address and Reach360 drafts an AI assistant from it. Test it as a customer would, paste one line of code, and it answers questions 24/7 and turns engaged visitors into contacts.
- Built from your site in the Quick Setup: name, greeting and a plain-English business summary you can edit
- Answers from your own business summary; captures visitors who engage and leave their details as leads
- A team member takes over any conversation from the Web Chat inbox; the AI pauses for that chat
- Lead Source on the contact shows it came from AI Web Chat, with the full transcript on the record
- On every plan, within the monthly AI conversation allowance: 100 on Starter, 500 on Growth, 1,000 on Premium
Forms that create contacts, not spreadsheets
Build a form in minutes, publish it with a link or embed it on any page. Every submission becomes a contact with an owner, a lead status and a notification, with no copy-paste.
- Text, email, phone, number, date, select, checkbox and textarea fields; required fields, success message and redirect
- Publish with a public link or embed via iframe on your website or landing pages
- Submissions auto-create contacts with optional de-duplication on email
- Owner auto-assigned, default lead status and lifecycle stage set, confirmation and owner-notification emails sent
- Captures the people who raise their hand, instead of chasing anonymous traffic
Your sales@ mailbox is full of leads nobody logged
Connect the mailbox enquiries land in and Reach360 reads it for you. Genuine enquiries become leads with the details extracted; newsletters and receipts never reach the CRM.
- Gmail, Google Workspace, Outlook or Microsoft 365, connected read-only in one click
- Checked every 5 to 60 minutes; AI classifies each email as a sales enquiry or noise
- Name, phone, service and urgency extracted; the original email attached to the new contact
- Newsletters, receipts and internal mail filtered out
- Each new lead triggers the same alert as a WhatsApp or web-chat lead
Nurture on real CRM data, then measure what worked
Two campaign types. A sequence is a multi-step drip with delays between steps; a broadcast is one email to everyone on the list. Both use the visual or HTML editor and report per recipient.
- Multi-step sequences or one-off broadcasts, with personalisation tokens and per-step signatures
- Target segmented contact lists; new list members auto-enrol within 15 minutes
- Per-recipient opens and clicks, with a per-step table that shows which mailbox sent each email
- Pause, resume, duplicate, lock enrolment or edit delays on a live sequence; pending sends reschedule
- Auto-unsubscribe footer, public unsubscribe page, an upcoming-send timeline and a full email log
Deliverability built in, not bolted on
Blasting everything from one address with no pacing is how you land in spam. Reach360 paces sending the way inbox providers expect, across up to five mailboxes.
- Connect Microsoft 365 or Google Workspace in one click, no passwords or app passwords, or any SMTP provider
- Automatic warm-up: new senders ramp from a low daily cap; per-minute and per-domain throttling; sending windows in your timezone
- Up to 5 sender mailboxes with priority and daily caps; each contact's whole sequence sends from the same mailbox
- Bounces on Microsoft 365 and Gmail mailboxes detected automatically: the contact is marked Bounced and pending sends cancelled
- Sender-domain health check: SPF, DKIM and DMARC status with plain-English fixes; a dead mailbox sign-in is switched off and the owner emailed
How it works
From the first form fill to the final follow-up
Every lead, whichever way it arrives, lands on one contact record and can be nurtured from there.
Capture
A form, the website assistant or the Sales Inbox creates the contact with a source, an owner and a lead status.
Segment
Add contacts to a list by stage, industry or interest. New members auto-enrol in the list's sequence within 15 minutes.
Nurture
A sequence sends over days or weeks from your warmed-up mailboxes, inside your sending windows.
Measure and hand over
Opens and clicks per recipient, a Best Time to Send heatmap, and a Next Step on the contact for sales to pick up.
Everything to run campaigns
The rest of the marketing toolkit
Email marketing is on every plan, with monthly send caps of 1,000 · 5,000 · 10,000.
Segmented lists
Build lists from contact filters or a CSV import; the right people get the right sequence.
Open & click tracking
Per-recipient opens and clicks with link rewriting that ignores signature links, plus an email log of every send.
Marketing dashboard
Open and click rates, campaign-type mix and top performers, filtered by period, status or user.
Best Time to Send
A day-by-hour heatmap built from your own opens and clicks, with suggested sending windows.
Unsubscribe & bounce handling
Automatic footer, public unsubscribe page, bounced contacts skipped at enrolment and send.
Mailbox health
Five consecutive sign-in failures switch a mailbox off, email the owner and show a Disconnected badge in Settings.
What needs which plan
Included in your plan
| Capability | Starter | Growth | Premium |
|---|---|---|---|
| Lead-capture forms: public links and embeds | Included | Included | Included |
| AI Web Agent: website assistant, lead capture, Web Chat inbox | Included | Included | Included |
| AI conversations a month | 100 | 500 | 1,000 |
| Sales Inbox: enquiry emails into leads | Included | Included | Included |
| Contact lists and segmentation | Included | Included | Included |
| Email sequences and broadcasts, open and click tracking | Included | Included | Included |
| Emails a month | 1,000 | 5,000 | 10,000 |
| Up to 5 sender mailboxes, warm-up, sending windows, bounce detection | Included | Included | Included |
| Marketing dashboard and Best Time to Send | Included | Included | Included |
| WhatsApp inbox and WhatsApp AI | — | Included | Included |
Every plan starts with a 14-day free trial, no card needed. Full table on the pricing page.
Who it is for
Built for businesses whose leads arrive by WhatsApp, web and email
The marketing module is the same for every industry. These guides show how service businesses use it.
Turn WhatsApp enquiries into leads
What happens when the lead arrives on WhatsApp instead of a form, and how the AI qualifies it.
Read moreHVAC & AC maintenance
Capture site-survey requests, nurture seasonal demand, renew AMCs on time.
Read morePest control
Treatment enquiries from the website and WhatsApp, quarterly visit reminders by email.
Read moreFrequently asked questions
What is included in Reach360 Marketing?
Four ways to capture leads and one way to nurture them: lead-capture forms you publish or embed, an AI assistant for your website that answers visitors and captures the ones who engage, a Sales Inbox that turns genuine enquiry emails into leads, contact lists for segmentation, and email campaigns, both multi-step sequences and one-off broadcasts, with open and click tracking and a marketing dashboard. All of it is on every plan.
Is email marketing on every plan?
Yes. Email campaigns are on Starter, Growth and Premium with fair-use monthly send caps of 1,000, 5,000 and 10,000 emails. The free trial allows 100. Caps are enforced server-side and shown as usage bars in your subscription screen.
Does the website AI assistant count as marketing?
It is your best lead-capture channel. The assistant is built from your website in the Quick Setup, answers visitor questions around the clock within your plan's monthly AI conversation allowance, 100 on Starter, 500 on Growth and 1,000 on Premium, and creates a contact for every visitor who engages and leaves details. A team member can take over any chat from the Web Chat inbox.
How does the Sales Inbox turn emails into leads?
Connect the mailbox your enquiries land in, Gmail, Google Workspace, Outlook or Microsoft 365, read-only. Reach360 checks it every 5 to 60 minutes and AI classifies each email. Genuine sales enquiries become leads with name, phone, service and urgency extracted and the email attached to the contact; newsletters, receipts and internal mail are filtered out. Every new lead triggers the same alert as a WhatsApp or web-chat lead.
How does Reach360 protect email deliverability?
Campaigns send from up to five connected mailboxes, Microsoft 365, Google Workspace or SMTP, each with a daily cap and a warm-up ramp for new senders. Sending is throttled per minute and per domain, limited to the sending windows you set, and each contact's whole sequence always goes from the same mailbox. A sender-domain health check shows SPF, DKIM and DMARC status with plain-English fixes, and permanent bounces on Microsoft 365 and Gmail mailboxes mark the contact Bounced and cancel pending sends.
What is the difference between a sequence and a broadcast?
A sequence is a multi-step drip with day, hour or minute delays between steps, and new list members auto-enrol within 15 minutes. A broadcast is one email to everyone on the list, sent when you start it. Both use the visual or HTML editor with personalisation tokens, and both report opens and clicks per recipient.
Can I send WhatsApp campaigns?
Not as a campaign builder today. WhatsApp in Reach360 is a two-way inbox with an AI assistant on the Growth plan, and approved templates let your team re-engage a customer after the 24-hour window one conversation at a time. Bulk WhatsApp broadcasts are not offered.
Fill your pipeline, with deliverability built in
Start free, connect a mailbox, and send your first tracked sequence today. Or book the free 20-minute setup call and we build it with you.
14-day free trial · cancel anytime