simple|ENGINE

CRM, AUTOMATION & CAMPAIGN OPERATIONS

The Command Center for Buyer Activation and Growth

simple|ENGINE connects your CRM, marketing automation, AI conversations, campaigns, conversion pages, pipeline and reporting in one system.

It gives your team the operational hub needed to turn identity resolution and intent signals into coordinated follow-up, sales activity and measurable opportunities.

Use simple|ENGINE as your primary CRM or as an activation layer connected to your existing systems.

FROM INTELLIGENCE TO ACTION

Data Does Not Create Pipeline. Action Does.

Buyer intent and identity resolution can tell you who is researching, visiting and showing interest. But that intelligence still needs somewhere to go.

simple|ENGINE receives the data, organizes it, assigns the appropriate next step, activates outreach and tracks what happens afterward.

See the Complete Buyer Context

Bring contact information, intent signals, website activity, conversations, campaign engagement and sales activity into one connected record.

Trigger the Next Best Action

Automatically assign leads, update pipeline stages, launch follow-up, notify salespeople or place a prospect into the appropriate campaign.

Measure the Business Result

Track how identified prospects move from signal to conversation, appointment, opportunity, customer and revenue.

ONE CONNECTED GROWTH PLATFORM

Everything Your Growth System Needs to Operate

CRM and Sales Pipeline

Manage contacts, companies, opportunities, tasks, notes, conversations and deal stages from one system. Custom pipelines can reflect the way your organization actually sells.

Marketing Automation

Build workflows for lead routing, email, SMS, appointment reminders, nurture campaigns, database reactivation, customer onboarding and follow-up.

Triggers can respond to form submissions, intent changes, website activity, campaign engagement, pipeline movement and other business events.

AI Conversations and SDR Workflows

Use AI-enabled chat, messaging and voice workflows to answer common questions, qualify prospects, collect information, conduct follow-up and support appointment booking.

AI activity can be routed to a person when the conversation requires judgment, expertise or direct sales involvement.

Websites, Funnels and Commerce

Create landing pages, microsites, websites, forms, surveys, calendars, checkout pages and online stores without disconnecting the conversion experience from the CRM.

The platform supports physical, digital and subscription-based products.

Campaign, Advertising and Social Integration

Connect lead forms, paid advertising accounts and social channels. Manage or monitor Meta, Google and LinkedIn advertising while scheduling and reviewing organic social activity.

Captured leads can enter the CRM, launch workflows and move into the correct pipeline without manual file transfers.

Reporting and Attribution

Create dashboards for pipeline, appointments, campaign engagement, lead sources, advertising performance, conversion rates and revenue activity.

Reporting can be configured for executives, marketing teams, sales leaders or individual clients without forcing everyone to interpret the same technical dashboard.

Payments and Client Experience

Create estimates, proposals, contracts, invoices, payment links and subscriptions. Connect payment activity with customer records, onboarding workflows and ongoing communication.

THE ACTIVATION LAYER

How simple|ENGINE Activates Strategy Simple Intent Data

1. Capture the Signal

simple|AUDIENCE, simple|ID, forms, ads, imports and connected systems identify a prospect or detect meaningful activity.

2. Build the Buyer Record

simple|ENGINE creates or updates the contact, adds available identity and company information, and records the relevant intent, source and engagement data.

3. Segment and Prioritize

The prospect can be categorized by audience, intent level, buying stage, account value, geography, campaign or other qualification criteria.

4. Trigger the Appropriate Response

Based on the strategy, simple|ENGINE can:

• Assign the prospect to a salesperson

• Create or update an opportunity

• Launch an email or SMS workflow

• Initiate an AI conversation

• Create a sales task

• Add the prospect to a nurture campaign

• Send data to an advertising audience

• Route the contact into simple|INBOX

• Notify the appropriate team member

5. Track the Outcome

The system records subsequent activity, including responses, appointments, pipeline changes, purchases and campaign attribution.

This gives Strategy Simple clients a clearer view of which signals and campaigns are contributing to qualified opportunities.

One Engine.

Multiple Paths to Growth.

Intent-Based Lead Gen

Turn person-level intent signals into prioritized contacts, sales tasks, outreach sequences and measurable opportunities.

Website Visitor Activation

Connect identified website visitors with CRM records, follow-up workflows, AI conversations and retargeting campaigns.

Database Reactivation

Identify contacts already in your database who are showing renewed interest, then route them into timely re-engagement campaigns.

Lead Capture and Conversion

Connect ads, forms, landing pages, calendars and follow-up so prospects move through one coordinated conversion process.

Customer Onboarding and Retention

Automate welcome communication, appointments, reminders, billing, reviews, renewals and ongoing customer engagement.

Client and Campaign Reporting

Give internal teams or Strategy Simple clients a clear view of leads, conversations, appointments, pipeline and campaign performance.

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