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Status & Scoring

Marketing & Audience Management (Companies)

Maintain ABM flags, consent roll-ups, and attribution fields at company level so marketing and BD always work from a clean, current picture.

Mirrors key-account and target-list flags for ABM planning. Aggregates contact-level consent into a single marketing-eligible indicator. Captures and persists UTM, source, medium, and campaign data for pipeline attribution and key account reviews.

Works on
Companies
Platform
Bullhorn and Invenias
Complexity
Simple
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.