Grow

Find, win and keep customers with CRM, prospect intelligence, campaigns, social, chat and performance insights.

The CRM overview

Find your way around the CRM pages in Grow and read the CRM overview, including the portfolio spend forecast.

Organisations and contacts

Add and manage the organisations and people in your CRM, track their stage, record deals and tasks, and merge duplicates.

Pipelines and stages

Understand the pipelines and stages your CRM records and deals move through, and how stage probabilities affect your spend forecast.

Building lead forms

Build a CRM lead form with questions, scoring and consent, and connect it to your website so enquiries arrive as scored leads.

Reviewing and delivering leads

Review the leads your forms bring in, record your verdict, turn good leads into opportunities, email qualified leads to your team and check lead quality by source.

Recruitment: candidates and vacancies

Track candidates and vacancies in Structurell CRM, create candidates from CVs and see which candidates best match a vacancy.

Prospect intelligence

Review evidence-backed signals about organisations, see each organisation's intelligence summary and run prospect research workflows that produce reviewable outreach drafts.

Campaigns

Create a marketing campaign, keep its details up to date, choose its target contacts and see the leads it brings in.

Campaign sources, landing pages and social drafts

Add traffic sources and UTM templates to a campaign, connect its landing pages and lead forms, and draft its social posts.

Performance insights

Find out where to see how your marketing is performing, from lead quality for each campaign to analytics for your social campaigns.

Social posts and the calendar

Write social posts, schedule or publish them to your connected accounts, and plan your posting calendar.

Approving social posts before they publish

Send a social post for publishing sign-off, approve it or request changes, and understand when sign-off is needed.

Social accounts and social campaigns

Understand company and personal social accounts, group posts into social campaigns, write post groups and review campaign analytics.

Setting up chat widgets

Set up a chat widget for your website, choose where it appears and what its assistant answers from.

Chat conversations

Read website chat conversations, reply to visitors and understand what each conversation status means.