Optimizly
Optimizly: marketing wired to your CRM
Optimizly runs your marketing — campaigns, funnels, landing pages, lead generation — and drops every lead straight into your The Agency CRM pipeline. Two tools, one view of the customer.
Works with your existing CRM account from day one.
2
Systems, one customer view
0
Double data entry
< 5 min
To connect them
100%
Unsubscribes honoured
Why marketing left the CRM
Marketing and customer management pull in different directions. A campaign wants speed, variants and send safety; a CRM wants calm, history and one truth per customer. Crammed into one system they fight over the same screens. Pulled apart, each does what it is good at — and the connection keeps them in step.
Campaigns
Mail that passes a gate, not a button
Every outbound message clears the same check: rules that catch placeholders and double sign-offs, an auditor that may only block, and an hourly ceiling that counts across restarts. Outbound is off until you switch it on.
- Segments that always reflect the contacts you have now
- A/B variants split deterministically, so the comparison holds
- Every verdict recorded — passed as well as blocked
Funnels & pages
Landing pages and funnels that feed your CRM
Build pages from blocks and funnels that ask one thing per screen. What someone fills in becomes a contact in Optimizly and a lead in your CRM pipeline, with source and campaign attached.
- Visual builder, no separate page builder needed
- Only the fields the page actually asks for are accepted
- Draft pages stay unreachable until you publish
Lead generation
Find and score companies before you approach them
Search businesses by type and place through OpenStreetMap — free, no key. Every result is scored against your ideal customer profile and lands in review, not in a send list.
- Every run logs what dropped out and why
- Scores follow your ICP and can be recomputed
- Found companies wait for a person to approve them
Find and score companies before you approach them
The Agency CRM
How the connection works
Three things move between them, and nothing else.
Leads come in
A form or funnel submission in Optimizly becomes a lead in your CRM pipeline, with source and campaign.
Customers go out
Your CRM contacts are available as an audience in Optimizly, with no exporting or pasting.
Unsubscribes hold everywhere
Someone who unsubscribes is on the do-not-contact list in both systems. One opt-out, honoured throughout.
Frequently asked
Do I need Optimizly if I already use The Agency CRM?
No. The CRM stands on its own: customers, quotes, invoices, projects and support. You add Optimizly when you want to run campaigns, funnels or lead generation.
What happens to my existing marketing data?
Campaigns, segments, landing pages and funnels move to Optimizly. Your do-not-contact list also stays in the CRM, so unsubscribes apply to mail the CRM itself sends.
Does Optimizly cost extra?
Yes, it is a separate subscription with its own free tier. Your CRM plan does not change.
Can I use Optimizly without The Agency CRM?
Yes. The connection is optional; Optimizly also works on its own or alongside another CRM.
Does Optimizly start sending as soon as I connect it?
No. Outbound mail is off by default and can only be switched on by an owner or admin in the dashboard — not through the API and not by an AI agent.
Do my old marketing URLs still work?
Yes. The pages on email marketing, funnels, landing pages, forms, lead generation, content and website visitors still exist and now explain how that part works in Optimizly.
Put marketing and CRM side by side
Start free in Optimizly and connect your CRM in minutes.
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