MARKETING AUTOMATION
Every inquiry matters.
Keep the conversation going.
Connect your CRM, lead follow-up, and customer communications with a marketing automation plan built for your business.
Build your growth plan ↗THE CLEAR PICTURE
A clearer path
to your next customer.
Marketing automation connects repeatable tasks such as inquiry routing, appointment reminders, and follow-up. UpMax helps align these workflows with your team so potential customers receive a more consistent experience.
- 01
Capture and organize
Bring inquiries into a clearer process, with the information your team needs to respond.
- 02
Follow up consistently
Plan relevant messages and reminders around your customer journey and communication preferences.
- 03
Keep your team connected
Clarify who handles each step and use CRM information to support the next conversation.
IN OUR CLIENTS’ WORDS
A client’s perspective.
Watch the client storyKitchen & bath Synergy Cabinets
A more connected way to work
“My team and I have been using UPMAX for over a year and are very happy with it. It has greatly improved communication with our vendors, clients, and stakeholders, and has streamlined our process timelines. I highly recommend it.”
Osman E. · Owner of Synergy Cabinets
Communication across clients, vendors, and the team.
Read the full statementA CLOSER LOOK
A deeper look at your growth.
Explore the thinking, services, and expertise behind your next step.
What you can expect
Dedicated Accounting Manager
Receive personalized financial guidance with our dedicated accounting manager by your side. Your finances, our expertise.
Niche Strategies
Leverage strategies curated uniquely for your industry, ensuring a perfect fit.
Dynamic Partnerships
With Google, Meta, and Yelp, we redefine excellence.
Satisfied Clients
Our satisfied clients speak volumes about the quality of our service and the trust they've placed in us.
We make your business easy!
Marketing automation is a strategy to streamline the marketing process by automatically generating emails, text messages or social media posts. It can also be used for sending out outreach material like blogs and articles on your company’s behalf while you’re dealing with customers!
- Best-in-class technology
- Hear directly from our clients
- A plan shaped around your business
- Save yourself time, money and headaches
Manage campaigns
Manage campaigns to increase conversion rates and sales, as well as optimize campaign profitability. Managing a successful email marketing strategy can be challenging because it requires familiarity with the latest developments in technology.
Manage customers
To stay ahead in this competitive industry, it is crucial that you manage your customer base. This includes things such as responding to messages quickly and accurately answering questions for the most up-to date information possible while maintaining relationships.
Manage work
Keeping track of your work, staying organized and getting things done is crucial for success. Maintaining a good working environment helps you be more productive by limiting distractions that could take away from completing tasks or projects correctly in the first place!
Getting started is quick & easy
We set it up for you
Keep an eye on your campaigns and make sure they’re running smoothly. You can cancel any that aren’t achieving their goals, as well as pause them if you need time away from the computer for a while!
Run effective digital advertising campaigns to grow your business.
Campaigns allow you to quickly and
efficiently deploy your marketingresources. The importance of managing campaigns cannot be overstated; they are the lifeblood of any modern-day business, especially one with ambitions for growth!
Manage business like a pro!
Run effective digital advertising campaigns to grow your business.
Campaigns allow you to quickly and efficiently deploy your marketing resources. The importance of managing campaigns cannot be overstated; they are the lifeblood of any modern-day business, especially one with ambitions for growth!
Run entire marketing process
Automation system helps you manage your entire marketing process from lead generation, email campaigns and
social media. The right platform will make it easier for any business size or type of operation because all their data can be compiled in one place so they don’t have to do this work individually!
BEFORE WE GET STARTED
A few useful
answers.
Will automation replace our team?
Automation supports routine tasks. Your team remains responsible for relationships, decisions, and the personal service your customers expect.
Can we keep our current process?
We review your current tools and workflows first. Integration options depend on the systems you use.