Marketing
Stop paying for a marketing tool you barely use.
Most small businesses buy a marketing platform, use 10% of it, and keep paying full price. Liquid OS gives you the 10% that actually moves the needle — built right into your CRM.
Send to many. Track every open.
Email Campaigns
Build email campaigns using reusable templates with a rich text editor. Merge fields auto-fill each recipient's name, company, and custom data. Send through your connected email account — Gmail or Outlook — so emails come from your real address, not a bulk sender. Open and click tracking show you exactly who engaged. Campaign analytics display sent, opened, clicked, bounced, and unsubscribed counts in real time. Schedule campaigns for future send, or save as draft and send when ready. A trend chart shows campaign performance over time.
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Write once. Send forever.
Email Templates & Composer
Build a library of reusable email templates — welcome emails, follow-ups, newsletters, product announcements, re-engagement sequences. The TipTap-powered rich text editor handles formatting, links, and images. A starter template picker lets you begin from proven layouts instead of blank screens. The CTA button popup lets you insert styled call-to-action buttons with custom text, URL, and color — no HTML knowledge needed. Templates are categorized (general, campaign, sequence, transactional) so your team finds the right one fast.
Every form submission becomes a contact.
Lead Capture Forms
Build lead capture forms with custom fields — text, email, select, textarea — and conditional logic. Embed them on your website or share a direct link. Every submission auto-creates a contact in your CRM with the data they entered. Auto-tagging applies tags like "Website Lead" or "Demo Request" on creation so your automations and sequences can trigger immediately. The form builder includes a live preview, custom success messages, and optional redirect URLs. Submission data is searchable, sortable, and exportable to CSV.
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Drip campaigns that run themselves.
Email Sequences & Nurture
Build multi-step email sequences — welcome drips, lead nurture, re-engagement — with configurable delays between steps (hours or days). Sequences trigger automatically on form submission or tag addition, or enroll contacts manually. Each step has its own subject line and body with the full template editor. Enrollment tracking shows every contact's progress — active, paused, completed, cancelled, or unsubscribed. A cron job processes sequence steps every 15 minutes so emails send on time. CAN-SPAM and GDPR-compliant unsubscribe management with HMAC tokens handles opt-outs per category.
Capture leads. Nurture them. Convert them. All from one platform.
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