Email & SMS Marketing That Engages & Converts
Unified email and SMS campaigns, bulk sends, and behavioral automations built into your CRM. Segment audiences, trigger messages by any event, and track every open, click, and conversion in real time.
- Bulk email & SMS campaigns with smart segmentation
- Trigger-based automations on any contact event
- Drag-and-drop email & SMS template builder
- Deliverability, opt-out & compliance management
Illustrative capability figures based on representative automation use cases. These are design-goal metrics, not guaranteed results or company-wide averages. Actual outcomes depend on process, volume, workflow design, and adoption.
Core Capabilities
Bulk Email & SMS Campaigns
Send targeted campaigns to segments or your entire list with one click.
Smart Segmentation
Slice audiences by behavior, tags, pipeline stage, or custom field for precise targeting.
Trigger-Based Automations
Fire emails and texts on any contact event — form fill, booking, purchase, or stage change.
Drag-and-Drop Templates
Build beautiful, on-brand email and SMS templates visually without a designer.
Unified Conversations Inbox
Reply to SMS, email, social DMs, and Google messages from one shared inbox.
Open & Click Tracking
Real-time analytics on opens, clicks, replies, and conversions per campaign.
The Email & SMS Marketing Automation Module You Receive
This is the actual interface your team works in — not a mockup. Every element connects to your CRM, automations, and reporting.
Our Delivery Process
Audience & Segmentation
We import contacts, define segments, and set up tags and custom fields.
Template & Campaign Build
We design on-brand email and SMS templates and build your first campaigns.
Automation Setup
We configure trigger-based sequences tied to your CRM and funnel events.
Launch & Optimize
We send, track opens and clicks, and optimize for deliverability and conversion.
Email & SMS Marketing Automation FAQ
Engage Every Contact Automatically
Share your audience and goals. We'll build the campaigns and automations that engage and convert them.
Responsive Sales Funnel — 4 Pages
140% boost in qualified sales appointments; response time dropped from 4 hours to 10 seconds.
Custom Workflow — Newsletter + Action Tracking
Faster sales follow-up on hot prospects via automated alerts; automated segmentation across 15,000+ subscribers.
Voice & Chatbot — Incident Reporting Assistant
Handled 1,200+ monthly reports with 98.4% resolution accuracy and zero human queue delay.
Custom Workflow — Affiliate Signup & Management
Onboarding time cut from 5 days to 2 minutes; 500+ affiliates onboarded in Q1.
"Our general contracting business in Fresno was losing bids because we couldn't reply fast enough after hours. Wootomatic built a custom bid intake bot that responds instantly and books site visits into our calendar. Within two months, our closed bids jumped by 42%."
"We were drowning in duplicate data across spreadsheets and our CRM. Wootomatic set up seamless Zapier relays and custom CRM pipeline triggers. Our team saved hours every day and leads are routed in under 10 seconds."
"Scheduling investor calls and client onboarding was a constant back-and-forth headache. Wootomatic built an AI booking assistant with conflict-free buffers and SMS reminders. No-shows dropped by 45% in month one."
Related Guides for This Capability
Go deeper on the workflows, costs, and best practices behind this capability.
Available in These California Cities
Done-for-you implementation across our 26 served service areas — with city-specific workflows, industries, and pricing.