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.

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

Sound familiar?

  • The call list is a spreadsheet, and two people ring the same person.
  • Callbacks are written on sticky notes.
  • Nobody knows how many calls were made or what came of them.
  • The script is in one document and the contact's details are in another.

Campaigns put the list, the script, the contact and the outcome on one screen, and record everything as you go.

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.

    Why it matters: every call in the campaign is counted the same way.

  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.

    Why it matters: callers spend their time talking, not looking things up.

  3. 3One click to log the outcome

    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.

    Why it matters: the record is complete without slowing the caller down.

  4. 4Book meetings and send follow-ups

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

    Why it matters: the interest from the call becomes a meeting before it cools off.

Part of the CRM, not bolted on

Campaign contacts are the same contacts as the rest of the CRM, so a good call can become a deal in the pipeline, and campaigns can include landing pages and emails built in the CRM. Results show in your reports alongside 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
The IceBubble CRM sales pipeline, with deals as cards across each stage and totals at the top

Sales pipeline

Every enquiry on one board, from first call to won. Win a deal and it becomes work, with quotes and deposits along the way.

More on sales pipeline
The report builder with a sales pipeline section and a helpdesk section laid out as charts and tables

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.

See it working on your own work

Book a demo and we'll show you IceBubble CRM with examples from your kind of business, answer your questions, and tell you honestly whether it fits.

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