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crm.marketmaker.cc

Outreach operations for marketmaker.cc

CRM that keeps outreach in one place

Plan campaigns, work replies and keep every contact, message and follow-up connected to the same source of truth.

Campaign workspace
Illustrative data

Campaign

Institutional market research

Researching

Leads

214

Sent

87

Replies

19

Hot

6

Northbridge Capitalreplied2m
Harborline Marketssent18m
Stonegate Liquidityqueued1h

Inbox signal

Mira Chen09:42

Northbridge Capital · Telegram

The cross-venue workflow is relevant. Can you send the implementation outline before Friday?

Status

Needs reply

Next action

Send outline

One operating loop

From context to the next reply

The workflow mirrors how outreach actually moves: prepare the context, organize the audience, work the conversation and act on the signal.

  1. 01

    Set the context

    Keep the company brief, offer, audience and reply facts together before outreach starts.

    Project docs · targeting · templates
  2. 02

    Build the campaign

    Bring existing CRM contacts or import a clean CSV, then manage every lead without changing the source record.

    CSV import · contact search · suppression
  3. 03

    Work the conversation

    See email and Telegram threads in one inbox, move lead states, and keep the next action visible.

    Inbox · replies · follow-ups
  4. 04

    Read the signal

    Track what was sent, what came back and which conversations are worth the next human touch.

    Activity · funnel · campaign states

Conversation record

Email · outbound08:16

Implementation outline and venue coverage attached for review.

Telegram · inbound09:42

This is relevant. Can we review the rollout on Friday?

Follow-up due Friday, 11:00Open

Human in control

Automation structure without fake activity

The CRM separates planning from delivery. Campaign states, lead states and schedules stay explicit, while messages appear as sent only after a real event.

One record

Campaign work stays linked to the existing CRM contact.

Two channels

Email history and live Telegram conversations share one workspace.

Operator controlled

Nothing is marked sent or replied without a real event or an explicit update.

Common questions

Clear by design

Does it replace the existing CRM?

No. Campaigns, settings and activity are additive. Existing contacts, threads, messages, funds and follow-ups remain the source of truth.

Can I bring an existing lead list?

Yes. Import a CSV with column mapping or select contacts already stored in the CRM. Duplicate campaign membership is ignored.

Which conversations appear in the inbox?

The unified inbox reads the same email and Telegram threads used by the rest of the CRM, including their message history and contact context.

Does the CRM send email automatically?

Not yet. Telegram uses the connected live sidecar. Email replies open in your mail client, so the interface never pretends a message was delivered.

crm.marketmaker.cc

Keep the pipeline close to the conversation

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CRM by marketmaker.cc