Follow-up that actually connects to sales

Marketing Automation Platforms.

Create an integrated campaign and lead-nurture interface informed by the customer signals your organization is permitted to use.

For businesses that capture leads from web, events, bookings and retail.

Custom fixed-fee proposals follow technical discovery. No third-party API capability is guaranteed before verification.

The business challenge

Where the friction starts.

Marketing data lives in a mailing list while sales staff cannot see relevant campaign or inquiry context.

The FMG approach

Build the missing layer.

FMG connects approved marketing events, customer consent and CRM records to useful, reviewable workflows.

What your software could include

Purpose-built modules.

These are candidate modules for discovery, not a statement that every module is included at one price. We agree on business rules, data sources and permissions before implementation.

01 / Module

Lead-source and campaign attribution

02 / Module

Consent-aware audience segments

03 / Module

Approved automation and follow-up flows

04 / Module

Conversion reporting and exception monitoring

How it might work

One connected workflow.

A web inquiry is tagged with source and consent, routed to the CRM and added to an approved nurture path when the visitor has opted in.

Illustrative process only. Data freshness, provider capabilities and authorization are verified during discovery.

Business outcomes we're designing for

  • More relevant customer follow-up
  • Less manual audience export
  • Clearer campaign-to-sales reporting

Potential integration ecosystem

Connect the tools you already use.

View all 25 platforms

ActiveCampaign

Marketing

Segments, automation and contacts subject to plan access

Provider docs

Mailchimp

Marketing

Consent and contact sync rules are essential

Provider docs

Klaviyo

Marketing

Customer events and opt-in requirements

Provider docs

HubSpot

CRM

Contacts, companies and deals; verify current app scopes

Provider docs

No platform partnership or completed integration is implied. Some functions may only be possible with an eligible plan, approved OAuth scopes, a partner program or a read-only connector.

Source ownership

A repository you can keep building.

We scope a private, client-controlled GitHub repository with modular frontend components, tested API adapters, environment templates, documentation and a deployment pipeline.

Design, code and handoff rights are explicitly defined in the agreement. FMG does not claim ownership of third-party SaaS APIs, hosted checkouts, accounting records or software licenses.

Security, backups, access controls, incident response, data retention and maintenance responsibilities are documented for the real production system.

Answers before you commit

Common questions.

Can we message everyone in our database?

No. We design for permission-based marketing, consent records, unsubscribe handling and the legal and platform rules applying to each channel.

Who owns this software after launch?

Ownership of custom code, documentation and related deliverables is defined in the project agreement. FMG typically plans for a client-controlled private GitHub repository and client-owned deployment accounts. Licensed platforms and third-party APIs remain governed by their vendors.

FMG Software in a Box

Build it around your business.

Bring your current systems, pain points and goals. We'll map a realistic project scope and the parts your team can own.

Start your software project