The Right Message, Right on Time
Keep leads and customers engaged without sending every message by hand. Practivo combines email, SMS, customer data, and automation so each person receives relevant communication based on what they do next.
Automated Journey
ActiveNew Lead
Enters your funnel
Email Sent
Welcome Email
SMS Sent
Check-in SMS
Wait
Wait 2 days
Apply Tag
Move to Nurture
Journey Performance
Emails Sent
SMS Sent
Leads Engaged
Reply Rate
Engagement Over Time
Email Campaigns
Create, automate, and personalize emails that get opened and get results.
SMS Conversations
Reach customers instantly with two-way SMS that builds real connections.
Auto Follow-Up
Smart follow-ups that happen automatically—so no lead or opportunity is missed.
One Customer View
All customer interactions in one place for better context and stronger relationships.
Everything You Need, Connected in Practivo
Purpose-built tools that work with the same customer records, communication, and automation system.
Email Campaign Builder
Create branded broadcasts and automated emails for leads, customers, and specific segments.
Two-Way SMS
Send timely texts and keep replies in the same customer conversation history.
Smart Segmentation
Target contacts by activity, interests, tags, pipeline stage, appointments, or past purchases.
Behavior-Based Journeys
Continue, pause, or change the sequence based on opens, clicks, replies, and customer actions.
Personalized Messaging
Use customer details and context to make communication feel relevant rather than generic.
Campaign Reporting
Track delivery, engagement, replies, and outcomes without switching between separate tools.
One Journey Across Email and Text
Start with the customer action, send through the best channel, and continue based on engagement. Every message and response stays connected to the CRM.
Less friction for customers. Less manual work for your team.
Form submitted
Customer enters journey
Send welcome email
Immediately
Send helpful text
If no booking after 1 day
Booking created → Goal reached
A Clear Path From Trigger to Outcome
Choose the Audience
Select the contacts, behavior, or event that starts the communication.
Build the Message
Create the email, text, or connected sequence in your brand voice.
Automate the Timing
Practivo sends each message at the right point in the customer journey.
Learn and Improve
Engagement and replies flow back into the CRM for clear reporting and next steps.
Built to Make Your Business More Responsive
Stay Consistently Visible
Keep communication going even when your team is busy serving customers.
Send More Relevant Messages
Use real customer activity to guide what each person receives next.
Turn Engagement Into Action
Connect campaigns directly to replies, bookings, pipeline movement, and repeat business.
Flexible Enough for How You Work
We configure Practivo around your services, customers, terminology, and day-to-day process.
Home Services
Healthcare & Wellness
Legal Services
Real Estate
Financial & Professional
Beauty, Fitness & Personal Care
Education & Coaching
Marketing Agencies
Whether your business serves homeowners, professionals, patients, students, clients, members, or customers, Practivo adapts to your business model and supports the way your organization grows.
Questions About Email & SMS Marketing Automation
Can I send both email and SMS from one campaign?
Yes. Journeys can use email, SMS, or both based on timing, customer preference, and response.
Can messages be personalized?
Yes. Messages can include customer details and branch based on tags, activity, pipeline stage, appointments, and other CRM data.
Can customers reply to text messages?
Yes. Replies flow into the shared conversation inbox and contact record so your team can continue naturally.
Can I schedule one-time campaigns?
Yes. You can schedule broadcasts for announcements, promotions, reminders, and newsletters in addition to automated journeys.
How are opt-outs handled?
Email unsubscribe and SMS opt-out controls are supported so communication preferences stay attached to the contact.
Can I track campaign results?
Yes. Delivery, opens, clicks, replies, and downstream customer activity can be reviewed from the connected platform.
Ready to Put Your Follow-Up on Autopilot?
Book a free strategy session and we will map an email and SMS journey around your leads, customers, and growth goals.
Free consultation - No obligation - 30 minutes