Data sync
Manage your contacts and lists in one place and we’ll automatically sync them between Concep and your CRM.
Campaign sync
Seamlessly segment, target, and personalize your emails using any data that sits in your CRM. Then track engagement, such as views, clicks, and unsubscribes in your CRM, or in Concep if you prefer.
Form sync
Whether you’re collecting newsletter subscriptions and event registrations, or you’re converting web visitors into leads, we sync all responses back into CRM, ensuring all your contact data is up to date and housed in one place.
Flexible user management
Whether your fee earners have the freedom to send emails and event invitations themselves, or all your marcomms are managed by a central team, Concep can be configured to suit your needs.
Powerful reporting
Gain actionable insights to help drive your business development with custom reports, dashboards, and PowerBI templates, which seamlessly combine both CRM and Concep data.
Automated workflows
Build automated workflows to replace time-consuming tasks. From data compliance workflows to gather new contacts’ consent, to drip campaigns for your next event, to distribution of content to relevant audiences, you can automate repetitive manual tasks and spend more time on higher value work instead.
Preference management
Give contacts full control of their data in your CRM. Boost engagement, reduce unsubscribes, and keep contact information up to date – all without lifting a finger.