Marketing Automation Software

Send the Right Message,
to the Right Lead,
at Exactly the Right Time.

LeadSpheres Marketing Automation lets you build multi-step Email and SMS campaigns triggered by real lead behaviour — status changes, time delays, conditions, and filters. Personalised with every lead’s data. Running 24/7 without lifting a finger.

✓No credit card✓$50 free credits✓Live in 2 hours✓30-day money-back
Automation Workflow — New Lead
Running
⚡
Trigger: New lead created
Via missed call, form, chat or WhatsApp
Trigger
↓
🔀
Condition: Lead status = New
Filter by tag, source or custom field
Filter
↓
✉️
Action: Send email instantly
Hi {{first_name}}, here's your booking link…
Email
↓
💬
Wait 10 min → Send SMS
Hi {{first_name}}, did you get our email?
SMS
↓
🔍
Condition: No reply after 24h
Branch: booked → end · no reply → follow-up
Condition
2,847
Sent today
↑ 12%
64%
Open rate
↑ vs 20% avg
38%
Reply rate
↑ SMS
64%
Higher email open rate
vs 20% industry avg
391%
Higher close rate
sub-5-min response
3×
More conversions
multi-step vs single
100%
Runs without you
24/7 automated
The Manual Marketing Problem

You're Leaving Revenue on the Table
Every Single Day

Sending one-off emails when you remember. Chasing leads manually. No follow-up sequence. No timing strategy. This is what your competitors are doing — and why they’re losing to businesses with automation.

📬

One email and silence

You send an intro email. Lead doesn’t reply. You move on. But research shows 60% of leads need 5+ touchpoints before they convert. After one email you’ve given up too early.

60% of leads need 5+ messages to close
⏰

No follow-up = forgotten leads

Leads go cold in 24–48 hours without follow-up. Manual chasing depends on your memory. Without a sequence, most leads simply disappear from your pipeline and your mind.

Leads go cold in 24–48 hours
📱

Email only misses half your audience

Email open rates average 20%. SMS open rates average 98%. Running only email campaigns means half your leads never even see your message.

SMS: 98% open rate vs 20% email
🎯

Generic blasts kill engagement

Sending the same message to every lead regardless of their status, source, or behaviour. Leads disengage, unsubscribe, and your sender reputation suffers.

Personalised messages convert 6× better
How It Works

Set It Once. Run Forever.
On Every Lead.

Build your automation flow once — triggers, conditions, and messages — and it runs on every lead that matches, forever, without manual input.

Step 01
⚡

Choose your trigger

Select what starts the automation: a new lead created, a lead status change, a tag applied, a form submitted, a date/time, or a custom event. Your automation fires exactly when and how you define it.

⚡ Event-driven
Step 02
🔀

Add conditions and filters

Narrow who the automation applies to with conditions: lead source, status, tags, custom fields, or whether they opened / replied to a previous message. Send only to the right people at the right moment.

✓ Targeted precision
Step 03
📤

Deliver emails and SMS sequences

Build multi-step sequences with Email and SMS steps — instantly or after a set delay. Personalise every message with lead name, company, and custom fields. Branch based on replies, opens, or next actions.

💬 Email + SMS
8 Core Features

Everything Built Into
One Automation Engine

From lead capture to closed deal — every feature you need to automate your Email and SMS marketing is included. No add-ons. No integrations. One platform.

🗂️
01

Lead Management

Full lead nurturing pipeline: capture lead info, apply lead scoring, assign ownership, and trigger automations based on where each lead sits in the funnel.

CRM-native
✉️
02

Email Campaigns

End-to-end email campaign functionality — from first contact to purchase. Schedule sequences, set delays, and maintain continuous communication automatically.

Unlimited sends
🎯
03

Segmentation

Target the right audience by lead source, behaviour, tags, custom fields, status, and more. Send campaigns only to segments that match — never blast your full list.

Precision targeting
🔔
04

Real-time Alerts

Automatic internal alerts sent to your team when a lead takes action or needs attention. Push leads to sales at exactly the right moment without manual monitoring.

Instant notifications
🔄
05

Organised Workflow Builder

Visual, step-by-step automation builder. Create, manage, and optimise multi-step flows with triggers, delays, conditions, and actions — easy to follow, easy to adjust.

No-code builder
⚡
06

Trigger Responses

Send real-time responses the moment a trigger fires — no delay, no queue. Configure exactly which message goes to which lead segment at which stage of the flow.

Sub-second delivery
📝
07

Customised Templates

Build and save your own email and SMS templates. Edit pre-designed templates or create from scratch. Reuse across campaigns and automations to save hours every week.

Reusable library
👤
08

Personalised Messaging

Every message automatically personalised with lead name, company, industry, and any custom field. Messages feel individually written — even at scale.

Dynamic variables
Triggers & Conditions

Automate Based on
Exactly What Each Lead Does

Your automation should respond to real behaviour — not fire blindly. LeadSpheres gives you precise triggers, smart conditions, and powerful filters to target the right lead at the right moment.

⚡ Available Triggers
⚡

New lead created

Fire when any new contact enters your CRM — from any channel.

🔁

Lead status changes

Trigger when a lead moves from New → Contacted → Qualified → Closed.

🏷️

Tag applied or removed

React instantly when a specific tag is added or removed from a contact.

📋

Form submission

Trigger when a lead fills out any form on your website or booking page.

📅

Date / time based

Schedule automation at a specific date, time, or interval after an event.

💬

Message opened or replied

Branch your flow when a lead opens an email or replies to an SMS.

🔀 Conditions & Filters
🎯

Lead source filter

Apply automation only to leads from Google Ads, Facebook, organic, etc.

📊

Lead score threshold

Only advance leads that have reached a qualifying score.

🗓️

Time since last activity

Condition on how long it’s been since last open, reply, or visit.

📍

Custom field value

Filter by industry, location, job title, or any custom field you define.

✅

Previous step completed

Only continue if the lead completed (or didn’t complete) a prior action.

🔀

Multi-branch logic

Create Yes/No branches to send different messages to different segments.

Email + SMS Automation

Two Channels. One Platform.
Double the Reach.

Combine Email and SMS in the same automation flow. Start with email, follow up by SMS, branch based on replies — all configured in one builder.

✉️
Email

Email Automation

Build unlimited multi-step email sequences with precise timing, custom templates, and personalisation variables — delivered automatically.

20%
Industry avg open
64%
LS avg open
6×
Higher conversions
✓Unlimited email sequences
✓Custom templates + editing rights
✓Personalised variables (name, company, field)
✓Schedule: instant, delayed, or date-based
✓Condition-based branching on opens/clicks
✓Segmentation by any lead field or tag
💬
SMS

SMS Automation

Send automated, personalised SMS messages as part of your follow-up flow — with the highest open and response rates of any channel.

98%
SMS open rate
45%
Response rate
90s
Avg reply time
✓Automated SMS in multi-step flows
✓Personalised with lead name + custom fields
✓Schedule: instant, after delay, or triggered
✓Two-way: replies captured in unified inbox
✓Condition branches on SMS reply received
✓Works alongside email in same flow

Businesses Running on
LeadSpheres Automation

What happens when your follow-up runs automatically on every single lead, every single time.

★★★★★+40% lead conversions
"We set up a 5-step email + SMS sequence for new leads and never touched it again. It runs on every inquiry and converts 40% more leads than our old manual follow-up ever did. It literally works while I sleep."
Marcus R.
Owner — Denver Roofing Co.
★★★★★$28K recovered pipeline
"Before LeadSpheres, a lead would come in and if I didn't reply same day it was gone. Now our automation sends 3 messages over 48 hours and brings cold leads back to life. Our pipeline recovered $28K in one month."
Tina K.
Owner — HVAC Company
★★★★★2× booking rate
"The SMS automation is unreal. 98% of people actually read it. We added SMS follow-up to our email sequences and our booking rate doubled in the first week. Email alone wasn't enough."
James M.
Owner — Plumbing Services
Marketing Automation Included

Marketing Automation Is Included
in the Growth Plan — $97/month

No add-ons. No per-email fees. Unlimited automations, unlimited Email and SMS sequences, all triggers and conditions — all in one plan. One recovered lead pays for months.

Common Questions,
Straight Answers

What is marketing automation and how does it work in LeadSpheres?
+
Marketing automation in LeadSpheres lets you build multi-step workflows that send emails and SMS messages automatically based on lead behaviour. You choose a trigger (e.g. new lead created, status change, tag applied), add conditions and filters to target the right leads, then define a sequence of email and/or SMS messages — each with its own timing, personalisation, and branching logic. Once configured, the automation runs on every matching lead forever, without any manual work.
What triggers are available to start an automation?
+
LeadSpheres supports multiple trigger types: new lead created (from any channel), lead status change, tag applied or removed, form submission, date or time based events, and message engagement events (email opened, SMS replied). You can combine multiple triggers within a flow to create sophisticated multi-path automations.
Can I combine Email and SMS in the same automation flow?
+
Yes — this is one of LeadSpheres' most powerful features. Within a single automation flow, you can send an email immediately, wait 10 minutes, then send an SMS follow-up, then branch based on whether the lead replied. Email and SMS steps coexist in the same workflow builder, letting you run coordinated multi-channel sequences without separate tools.
How does personalisation work in automated messages?
+
Every email and SMS can include dynamic variables — {{first_name}}, {{company}}, {{service_requested}}, and any custom field you've added to your CRM. LeadSpheres replaces these variables with each lead's actual data at the moment of sending. This means every message reads as if it was written individually, even when sent as part of a fully automated sequence at scale.
What are conditions and filters, and why do they matter?
+
Conditions and filters let you control exactly which leads receive which messages. For example: only send the "follow-up SMS" if the lead hasn't replied to the email within 24 hours; only run the sequence for leads whose source is Google Ads; only advance to step 3 if the lead score is above 60. Without conditions, automation sends the same message to everyone regardless of behaviour. With conditions, you send the right message to the right person at the right moment — which is why conversion rates are dramatically higher.
Is marketing automation included in the base plan or is it an add-on?
+
Marketing automation — including unlimited flows, all triggers, all conditions, and both Email and SMS channels — is included in the Growth plan at $97/month. There are no per-email fees, no send limits, and no separate automation add-on to purchase. The Growth plan includes the full platform: CRM, automation, booking, unified inbox, and analytics.
Can I use templates or do I have to write every message from scratch?
+
Both. LeadSpheres includes a library of pre-designed email and SMS templates that you can use as-is or customise to match your brand, voice, and offer. You can also create your own templates from scratch and save them to your library for reuse across multiple automations. Templates include personalisation variables, so customising them per lead still happens automatically at send time.
Start Automating Today

Every Lead Deserves a Follow-Up.
Automation Makes Sure It Happens.

Set up your first Email + SMS automation in under 2 hours. Runs on every lead. Every trigger. Every time. 14-day free trial. $50 free credits. No credit card required.

✓No credit card✓14-day free trial✓$50 free credits✓30-day money-back