Re-marketing operating system
GrowthOS is the acquisition and conversion operating system for brokerages — unify CRM data, cleanse contacts, orchestrate email campaigns, and reactivate dormant clients from one premium institutional workspace.
Platform capabilities
From first CRM pull to callback conversion with clean hierarchy, controlled workflows, and operator-grade clarity.
Pull leads from your CRM. Classify dormancy and feed reactivation cohorts automatically.
Open module →Same email or phone merges into one profile. Every CRM and Excel ID is preserved — zero duplicates.
Open module →Upload spreadsheets with column mapping, typo repair, and automatic merge into existing CRM contacts.
Open module →Plan SendGrid campaigns, filter CRM audiences by cohort and hygiene, schedule sends, and run A/B subjects.
Open module →Queue dormant leads and lapsed depositors. Track queued → contacted → responding → callback in one timeline.
Open module →Domain intelligence, typo correction, and verification routing before you spend on paid API checks.
Open module →Unified inbox for interest signals, callback requests, questions, and opt-outs across email and SMS.
Open module →Unique callback links per recipient. Click tracking tags reactivation states without PII in URLs.
Open module →CRM, email, SMS, WhatsApp, and SSO adapters — sandbox-ready today, live when credentials are wired.
Open module →How it works
CRM sync + Excel imports with inbound date tracking
Email hygiene, typo repair, and identity deduplication
Dormancy cohorts, KYC status, country, and tag filters
Multi-channel campaigns with unique tracking links
Reply intent detection, callbacks, and reactivation tags
Integrations
Channel adapters ready for demos today. Production vendor APIs activate when docs and credentials are connected.
Pull leads, deposits, and dormancy signals from your brokerage CRM.
View status →EmailTransactional and campaign email with deliverability-safe audience filters.
View status →SMSShort reactivation nudges and callback reminders on mobile.
View status →MessagingHigh-intent follow-ups where your clients already respond.
View status →IdentityMicrosoft sign-in for operators — workspace-scoped access control.
View status →Sign in with Microsoft SSO to access your workspace.
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