Overview

Lead Liaison provides an integrated suite of tools designed to support both marketing and sales functions within a single platform. It enables users to automate email campaigns, score and nurture leads, track website visitor behavior, and synchronize data with existing CRM systems. Sales teams benefit from hot-lead dashboards and real-time alerts, while marketing can manage event leads and tailor outreach based on visitor insights. The platform targets mid-sized to enterprise B2B organizations seeking to streamline lead generation, improve alignment between marketing and sales, and increase conversion rates through coordinated workflows. Core solutions include Lead Management Automation™, ProspectVision™ for deep visitor tracking, Sales Enablement for native email and prospecting, and Revelation™ analytics built on a business intelligence engine. Valuable add-ons include SiteEngage™ for personalized website engagement, OneFocus™ free CRM, Gamification for lead capture games, Handwritten Letters, and Postcards. The platform integrates with over 400 third-party applications including major marketing automation platforms and CRMs.

Key Features

Marketing Automation

Automates email campaigns, lead nurturing sequences, and lead scoring to engage prospects based on behavior and demographic data.

Visitor Tracking (ProspectVision™)

Monitors website visitor activity to identify potential leads, capture firmographic details, and trigger targeted follow-up actions with the industry's deepest level of proactive tracking.

CRM Integration

Syncs with popular CRM systems to maintain consistent contact and opportunity data across marketing and sales platforms. Integrates with over 400 third-party applications including Salesforce, Microsoft Dynamics, HubSpot, Marketo, Pardot, and Eloqua.

Sales Enablement

Provides sales representatives with hot lead dashboards, live ticker alerts, and prioritized lead lists to improve outreach efficiency. Allows users to send and receive email natively, execute prospecting plans, and measure results.

Event Lead Management (GoExhibit!™/GoCapture!™)

Captures leads from trade shows, webinars, and events using custom forms, QR codes, business card transcription (with 99.9% accuracy paid service), OCR, and list upload. Supports iOS, Android, and Windows devices with unlimited users, events, and devices. Includes exhibitor lead retrieval and event management portal.

Website Visitor Engagement (SiteEngage™)

Engages website visitors with dynamic, personalized content through popups (curtain, footer, center page) or embedded content. Uses exit-intent detection with visual effects. Supports dynamic data insertion and real-time visitor profiling combining behavioral, demographic, and social data.

Analytics (Revelation™)

Delivers rich visual insights into how prospects, customers, and partners engage with sales and marketing campaigns. Built on the industry's best business intelligence engine to answer burning questions about sales and marketing performance.

API

Allows building applications around the sales and marketing automation suite or extending functionality into existing applications. Supports managing lists, prospects, emails, forms, form submissions, tags, users, automations, and tracking custom activities.

Handwritten Letters

Adds a genuine, personal touch to sales and marketing campaigns. Supports drop-in items, data merge values, and can be included in nurture campaigns or post-event workflows. Natively built into the automated software platform.

Postcards

Enables building and sending personalized postcards with flexible design (various sizes, drag-and-drop), dynamic data insertion, and flexible delivery options (one-off, list-based, or automated drip marketing). Tracks ROI.

Free CRM (OneFocus™)

Totally free, fully integrated CRM to track customer relationships, deals, and tasks. Easy-to-use and included as a valuable add-on.

Gamification

Distinguishes brand with highly customizable games and team challenges. Captures new leads with lead capture integrated games.

Pros & Strengths

✓

Comprehensive Feature Set: Combines marketing automation, CRM, sales enablement, event management, website engagement, analytics, and unique add-ons (handwritten letters, postcards, gamification) in one platform, reducing the need for multiple disparate solutions.

✓

Responsive Customer Support: Users report timely and helpful assistance from the support team, aiding in onboarding and ongoing platform utilization. Every client receives onboarding, a Team Lead, and an opportunity to get certified on the platform.

✓

Customizable Solutions: Allows businesses to tailor workflows, lead scoring models, automation rules, forms, badges, check-in systems, and engagement windows to match specific sales and marketing processes.

✓

Flexible Integration Ecosystem: Integrates with over 400 third-party applications including major marketing automation platforms (HubSpot, Marketo, Pardot, Eloqua) and CRMs (Salesforce, Microsoft Dynamics), plus 40+ payment gateways for event registration.

✓

Unique Differentiators: Offers native handwritten letters and postcards within marketing automation, free CRM (OneFocus™), and gamification for lead capture - features not commonly found in competing platforms.

Cons & Tradeoffs

⚠

Learning Curve: The breadth of features may require initial training and time for teams to become proficient with all functionalities.

⚠

Advanced Reporting Limitations: Certain advanced reporting and analytics capabilities may necessitate additional licenses or add-on purchases.

⚠

Complex Pricing Structure: Multiple product modules and add-ons with separate pricing (Inbound Marketing, Sales Enablement, event solutions, add-ons) may make total cost of ownership difficult to estimate without consultation.

Known Limitations

• Advanced reporting may require additional licenses beyond base plans.

• Initial configuration and workflow setup can be time consuming due to the platform's extensive feature set.

• Pricing for event solutions (GoExhibit!™/Run Your Own Event) and add-ons requires custom quotes.

• Business card transcription service with 99.9% accuracy is a paid add-on service.

Pricing & Plans

Model: subscription

USD250 /month

Lead Liaison offers tiered subscription plans: Inbound Marketing starts at $250 per month for marketing automation features, while Sales Enablement is priced at $450 per month for sales-focused tools. Event solutions (GoExhibit!™/Run Your Own Event) and add-ons (SiteEngage™, Handwritten Letters, Postcards, Gamification) require custom quotes. OneFocus™ CRM is free. Business card transcription service with 99.9% accuracy is a paid add-on. All plans are billed monthly and require a subscription commitment.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

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