Ideas to put to work
Hundreds of relationships kept warm, each message shaped by what your firm knows.
Lists built from active clients
Sofia reads Xero contacts and invoices, then updates Brevo contacts and lists with your approval, so campaigns reach the clients you serve today.
Newsletter from the partners' articles
Sofia reads your latest articles in Word and drafts the newsletter campaign in Brevo, scheduled once you approve.
Discovery calls become deals
Sofia looks up Calendly invitees for discovery calls and, with your approval, creates the Brevo contact, company and deal.
Event reminders by text
Sofia drafts an SMS campaign reminding registered contacts about a client event, for your approval.
Pipeline review in Excel
Sofia reads Brevo deals and companies, builds a pipeline workbook in Excel, and lists the deals that need a partner's attention.
What Sofia can do with Brevo
Sofia reads and keeps current
- Contacts
- Contact lists
- Companies
- Deals
- Email campaigns
- Email templates
Sofia does, with your approval where you want it
- Create or update a contact
- Add a contact to a list
- Send a transactional email
- Create an email campaign
- Schedule or send an email campaign
- Create or update a deal
- Create or update a company
- Create an SMS campaign
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- XeroCloud accounting for small businesses
- Microsoft WordWord processor for letters, reports and contracts
- CalendlyOnline booking pages for meetings
- Microsoft ExcelSpreadsheets for numbers, models and trackers
MailchimpEmail marketing and newsletters- ActiveCampaignEmail marketing, automation and sales CRM
- Constant ContactEmail marketing for small businesses
LinkedInProfessional network for posts and outreach
Let Sofia run your Brevo campaigns
Score your firm in three minutes, or talk to our team.