Automations built for development sales

Use Marketing Studio for bulk email campaigns and Edgewise Actions for drip workflows — supported by Edgewise Intelligence to surface urgency and guide follow-up.

See automations in Edgewise

Follow-up is about consistency at scale

Development projects often involve thousands of leads, each requiring multiple touchpoints over long sales cycles. Automations provide the structure to stay consistent, while Edgewise Intelligence helps teams understand where attention is needed most.

  • Support large lead volumes without losing structure
  • Ensure every lead receives the right number of touchpoints
  • Surface which leads are becoming urgent or at risk
  • Let humans focus on judgment, not repetitive follow-up

Marketing Studio

Marketing Studio is built for bulk outreach. Use segments to group leads and run targeted email campaigns at scale — all powered by real-time CRM data.

  • Create segments to group leads by status, interest, or criteria
  • Send bulk email campaigns to targeted audiences
  • Keep campaigns aligned with inventory and lead status
  • Measure performance with connected, reliable reporting
See Marketing Studio in Edgewise

Edgewise Actions

Edgewise Actions is designed for regular, structured follow-up. Build drip workflows that run automatically as leads move through known phases of the sales process, ensuring consistent outreach over time.

  • Trigger workflows based on lead changes, like status updates
  • Send scheduled email and SMS messages over time
  • Support long sales cycles with consistent nurturing
  • Keep all activity tied to the correct lead and history
See Edgewise Actions in action

Control and visibility built in

Automations work best when teams can trust them. Edgewise gives clear visibility into what's running, what's sent, and what's next — with easy control.

  • See exactly what a lead received and when
  • Understand why leads are flagged as urgent
  • Make it easy for agents to take over at the right time
  • Track outcomes without disconnected tools

Automate follow-up without losing control

Run nurturing and outreach that stays connected to inventory, leads, and sales activity — all inside Edgewise.

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