Audiences with clear criteria
Segment customers and contacts and inspect eligibility, consent and suppression before delivery.
Customer audiences, campaigns and follow-up
Zepfolio Marketing
The customer relationship beyond the service visit. Prepare useful campaigns and follow inquiries with deliberate delivery and consent checks.
14 days free · No card required · 3-seat minimum
A little hands-on time
Your first look at Marketing.
Sample Company
Marketing workspace
MarketingHome
Campaigns
3
Eligible recipients
282
Across sample audiences
Recorded clicks
9
Attributed revenue
$4,800
Fictional attribution; not ledger revenue
Campaigns in motion
Before the first cold morning
Residential service customers · 2026-10-23 · 09:00 · 184 eligible recipients
A clear closeout for your next project
Builder relationships · 2026-10-16 · 10:00 · 36 eligible recipients
Your maintenance plan review
Plan renewal customers · 2026-10-26 · 08:30 · 62 eligible recipients
Attention
Fall heating check is awaiting scheduling. Maintenance renewal is scheduled for October 26.
For owners and office teams maintaining builder relationships and sharing service reminders.
- 01Choose an eligible audience
- 02Prepare and review the campaign
- 03Follow inquiries and results
The work, from start to finish
Campaigns from draft to report
Prepare subjects, preview text and content. Review recipients, schedule delivery and follow supported metrics.
Forms for customer inquiries
Collect inquiries through configured forms with consent controls and linked follow-up workflows.
Follow-up flows
Configure triggers, conditions and actions. Real execution depends on providers and company permissions.
Respect customer preferences
Maintain suppression records. A customer relationship is not automatic permission to send marketing.
Reports with source context
Review engagement and supported attribution. Attributed opportunities are not posted accounting revenue.
Connected work. Separate companies.
Keep working in the active company, with the records and permissions assigned to your role. Linked information brings the field and office together without merging company data.
Zepfolio ZepBot
Company assistants and reviewed proposals
Zepfolio Portfolio
Cross-company cash, ownership and standing
Zepfolio Reviews
Customer reviews and service follow-ups
Zepfolio Chat
Company messaging and job conversations
Zepfolio Social
Company social campaigns and publishing
Zepfolio Expenses
Field receipts and employee expenses
Zepfolio People
Employee records, scheduling and payroll preparation
Zepfolio CRM
Customer relationships and sales pipelines
Zepfolio Time
Construction time tracking
Zepfolio Accounting
Contractor accounting
Zepfolio Projects
Construction project management
Zepfolio Dispatch
Field service dispatch
Zepfolio Desk
Shared inbox and customer communications
Zepfolio Sign
PDF editing and electronic signatures
Before you get started
Does the sample send campaigns?
No. Drafts, form submissions and simulated sends stay in this browser session. No email, SMS, AI or company services are called.
Is Marketing the same as Social?
No. Marketing handles customer audiences, campaigns, forms and flows. Social handles platform accounts and social publishing.
Do real campaigns require setup?
Yes. Delivery depends on configured providers, sender readiness, permissions and recipient eligibility.
Do clicks prove revenue?
No. Engagement and attribution remain separate from accepted work, collected money and posted accounting.
Put it to work in your company.
$29 per active person per month. Every module included, seats shared across your companies.
Start your 14-day free trial