Reach
Find new customers and follow up with them — by email and SMS, from your own senders.
- In every plan
- Connected to every other module
Reach is the growth engine. Discovery finds businesses and people worth contacting, Leads holds them, Campaigns run the whole follow-up journey by email and SMS, and Replies brings the answers back into one place. What used to be called Sequences is now simply a campaign’s journey.
What Reach is made of.
In the app: Clients & Business › Reach. These are the pages you will find there.
Overview
What is sending, what is landing and who replied.
Campaigns
Multi-step email and SMS journeys with branching.
Leads
Everyone you are reaching, with enrichment and status.
Discovery
Search, an opportunities pool, standing searches and research activity.
Replies
Every answer to every campaign, ready to handle.
Templates
Reusable messages and steps.
Senders
Mailboxes, SMS numbers, sending domains and messaging connections.
Settings
Autopilot, Donna, SMS, sending safety and compliance.
On your plan
Sending draws on System Credits (SMS is priced per segment and destination). Discovery runs per day: 2 on Solo, 10 on Pro, 50 on Enterprise. Compare plans
What this looks like on a normal day.
A campaign owns its journey
Write the steps once — email, SMS, waits and branches — and each lead moves through them. A reply stops the journey for that person.
- Email and SMS steps
- Branching on behaviour
- Reply detection stops the follow-up
Discovery finds who to talk to
Search for businesses that match your ideal customer, keep standing searches running, and collect the results in an opportunities pool.
- Search and standing searches
- Enrichment of leads
- Research activity you can review
Sending that protects your reputation
Send from your own mailboxes and numbers on verified domains, with sending-safety limits and compliance controls built in. Autopilot and Donna can run the routine parts.
- Your mailboxes, numbers and domains
- Sending safety and compliance settings
- Autopilot with Donna
Who leans on reach most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe modules this one talks to most.
Clients & Business
Clients & Business
Win customers, keep them, get paid and know your numbers.
Clients & Business
CRM
Every client, every conversation, every deal — one honest history.
Communications
Your real mailboxes — Gmail, Outlook or any IMAP/SMTP account — read and answered here.
Clients & Business
Reports
Where the business is moving, read from live records.