Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
Track open agency deals by stage for the weekly new business review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Answer community questions for clients and log why others were skipped.
Keep useful community questions from getting buried, with thoughtful replies and a shared record of what you skipped.
Remind campaign task owners of revised due dates.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Email page owners when client keyword rankings fall on mobile.
Your page owners get mobile keyword ranking changes by email. They can see competing pages and which owned pages need review.
Flag client pages whose keyword losses warrant an SEO review.
Your SEO lead gets a short list of pages worth checking when fresh search data shows meaningful visibility losses.
Remind campaign owners about due dates and flag overdue tasks to the team.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Flag client keyword shifts and rival pages for SEO review.
Get a daily keyword ranking report that flags meaningful moves and points to the owned pages worth checking.
Flag ranking losses and competitor gains across managed pages.
Your marketing team gets a weekly keyword ranking report showing position changes and owned pages to review.
Send approved client campaigns from current lists and log exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved client campaign emails and log each recipient's result.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Email page owners when tracked client pages lose search positions.
Your page owners get ranking drop alerts showing how far their page fell and which competing pages to review.
Send approved client campaigns to eligible contacts on schedule.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.