Set a goal for every campaign

Set the goal. Watch it get hit .

Email, WhatsApp, and AI-drafted replies - threaded onto the record they belong to. No tab switching. No context lost.

The Avikto campaign results page for Renewal offer – Q4, sent to 2,480 people: 98% delivered, 12.6% clicked, 2.1% replied and 0.4% unsubscribed, with next steps, top links and engagement over time
Three connected systems

One send. Three connected systems.

Every campaign reaches people over email or WhatsApp, and checks itself against the CRM automatically — before, during, and after it sends.

Email

Sent from your connected Gmail or Microsoft 365 mailbox.

Every open and click tracked back to the lead

WhatsApp

Reach contacts who don’t open email.

Same segment, same test, a second channel.

CRM Sync

Deduped against your CRM automatically.

No lead ever gets sent to twice.

How it works

Three steps to a campaign that converts.

No guessing which subject line works. Build the list, test the message, broadcast the winner - every time.

Dynamic segment builder: customers in the United States or Canada, company size at least 50, language English, with a live count of 1,284 customers
01.

Audience Segmentation

Segment by lead stage, tag, or custom field - deduped against the CRM automatically, no duplicate sends.

A/B test setup: testing the subject line, version A and version B, on 20% of the audience for 4 hours, winner by click rate gets the other 80%
02.

Built-in A/B Testing

Send two versions, side by side, and see which one gets a better open rate — tracked separately, compared automatically.

Version B won on click rate, 4.2% vs 3.1%, and is sent by email to the other 1,984 people: 1,944 delivered, 871 opened, 287 clicked
03.

Multi-Channel Broadcast

Once you’ve picked the better-performing version, send it to the rest of the segment — over email, WhatsApp, or both at once.

See which version performs better.

Two versions, tracked separately - open rate, click rate, and conversion, side by side. No guessing which one to send to the rest of the list.

The Avikto A/B test results for Renewal offer – Q4: Version B won on click rate, 4.2% vs 3.1% (97% confident), with the test cohort per version and the rollout to the other 1,984 people
Three ways in

Every lead starts with the right data.

Forms, surveys, and segments — three different ways in, one clean audience underneath.

Request a demo form builder with contact details and an About your team section, a Quick Add panel of field types, and deduplication by email or phone

Forms

Embed on your site or share a link. Every submission is deduped by email or phone — same logic as the CRM.

Support satisfaction (CSAT) survey results: 84% satisfied, average rating 4.4, 1,306 responses with 91% completion and 412 with comments

Surveys

Send a short survey after a purchase or a case — responses attach directly to the customer record.

Segments list with dynamic and static segments, their member counts and the campaigns using them, covering 6,912 contacts

Segments

Build a live audience from stage, tags, or custom fields — the same segment feeds every campaign.

Library

Build once. Reuse across every campaign.

Templates and landing pages live in one library - so the next campaign starts from something proven, not a blank page.

Email templates list with predefined and A/B templates, beside a preview of version B of the Renewal offer email

Templates

Color-coded notes from every call, priority tasks with due dates, all templated so reps aren’t starting from scratch.

The Q4 renewal offer landing page, published at northwind.com/q4-renewal, with a Book a call form; other landing pages behind it

Landing Pages

Request files via a private OTP-verified link , no login needed. Share back view-only or downloadable. Every action logged.

Two channels

Don't just email. Show up on WhatsApp too.

Reach the contacts who never open email. Same audience, same test, double the shot at a reply.

Recipients of the Renewal offer – Q4 email with each person’s outcome, first open and version, beside 306 clicked, 98% delivered and 51 replied

Email

Sent from your connected Gmail or Microsoft 365 mailbox - every open and click tracked back to the contact.

WhatsApp conversations list and a chat with Sarah Mitchell about the renewal offer

Whatsapp

Reach contacts who don’t open email - same segment, same test, sent from your dedicated number.

Why teams switch

Other tools stop at "sent." We go all the way to revenue.

Avikto connects every send to the lead, the conversion, and the pipeline — so you know what actually worked.

Avikto CRM compared with legacy CRM and spreadsheets for marketing campaigns
CapabilityAvikto CRMLegacy CRMSpreadsheets
Built-in A/B testing on every sendAdd-on
Multi-step automation sequencesAdd-on
Forms + surveys, deduped against CRMManual
Email + WhatsApp from one campaign
Industry-specific data modules (e.g. insurance)
Conversion tracked back to pipelineAdd-on
Try it on a real case

Define it once. Let it run itself.

Set up your first workflow, add the automation rules, and watch cases move - with the audit trail already built in.