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IceBubble CRM

Campaigns and calling

Plan a campaign, work through the call list with the script and the contact in front of you, log each outcome in a click and book meetings as you go.

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The call screen with the call queue, the contact's details and script, and one-click call outcomes

Calling from a spreadsheet

Most call campaigns start life as a spreadsheet. Two people ring the same number, callbacks end up on sticky notes, and at the end of the week nobody can say how many calls were made or what came of them.

Here the list, the script and the contact's record share one screen, and each outcome is logged as the caller goes.

How it works

  1. 1Plan the campaign

    Choose who to call and what the call is for, and set the outcomes you want to record, such as survey booked, call back or not interested. Every call in the campaign is then counted the same way.

    A campaign with its call, email and landing page steps and the outcomes to record

  2. 2Work the queue

    The call list sits on the left, with callbacks due and repeat attempts marked. The contact, their company details and the script sit in the middle, so the caller has everything in front of them.

    The call list: the queue on the left, the contact and script in the middle, outcomes on the right

  3. 3Log the outcome in one click

    Pick the outcome, add notes, set a callback if one is needed, and move straight to the next call. Mark people who should not be called again.

    Logging a call: pick the outcome, add notes and set a callback

  4. 4Book meetings and send follow-ups

    Book a meeting or send an email from the call screen while the person is still interested, and see meetings booked as they happen.

    Campaign overview: contacts worked, outcomes and meetings booked as they happen

After the call

Campaign contacts are the same contacts as the rest of the CRM, so a good call can become a deal in the pipeline. Campaigns can also send landing pages and emails built in the CRM, and the results show in your reports next to sales.

Works with

The landing page editor, with blocks on the left and a branded page being edited

Landing pages and email

Campaign pages, emails and surveys in your own brand, built from blocks, with no web designer needed.

More on landing pages and email
A CRM sales pipeline with deals as cards across each stage and totals at the top

Sales pipeline

Deals as cards by stage, quotes and deposits from the deal, and won work that turns into jobs.

More on sales pipeline
The report builder with a sales pipeline section of charts, and the settings for the selected chart open alongside

Reports and AI summaries

Build your own reports and dashboards, and start each day with an AI summary of sales, jobs and support.

More on reports and AI summaries

Frequently asked questions

Can we see how each caller is doing?

Yes. Calls, outcomes and meetings booked are recorded, so you can report by caller and by campaign.

Can a campaign include email as well as calls?

Yes. Campaigns can use landing pages and emails built in the CRM. See landing pages and email.

Do people who ask not to be called get removed?

Yes. Contacts can be marked as do not call, and they drop out of future call lists.

Book a demo

We'll show you the CRM using work like yours, and answer whatever you want to ask.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.