Platform.ly consultants

Q: What does Platform.ly include?

Platform.ly combines CRM, email marketing, marketing automation, lead tracking, link tracking, and business intelligence dashboards in a single platform. This eliminates the need to subscribe to and integrate multiple separate tools for these functions.

Q: How does Platform.ly's link tracking work?

Platform.ly generates tracked links for your marketing campaigns that capture click data and attribute website visits, lead captures, and purchases back to their original source. This gives you clear attribution data showing which campaigns and channels drive actual revenue.

Q: Is Platform.ly suitable for e-commerce businesses?

Yes. Platform.ly integrates with e-commerce platforms and can track the full customer journey from first click to purchase. This makes it useful for businesses that need to attribute sales to specific marketing campaigns and channels.

Q: Can Platform.ly automate email sequences?

Yes. Platform.ly includes a visual automation builder for creating email sequences triggered by subscriber actions like page visits, link clicks, form submissions, or tag assignments. Sequences can include delays, conditions, and branching logic.

Q: How does the CRM component work?

Platform.ly's CRM tracks contacts through customisable pipeline stages. Each contact record includes their full interaction history — emails opened, pages visited, links clicked, and purchases made — giving sales teams context before every conversation.

Q: Does Platform.ly provide reporting and analytics?

Yes. Platform.ly includes dashboards that show campaign performance, email metrics, pipeline health, and revenue attribution. The business intelligence module visualises which marketing activities are contributing to your bottom line.

We can help you automate your business with Platform.ly and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Platform.ly.

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About Platform.ly

Platform.ly is a marketing automation and CRM platform designed for small to mid-sized businesses that want lead tracking, email marketing, CRM, and business intelligence in a single tool. Rather than stitching together separate tools for each function, Platform.ly gives marketing and sales teams a unified view from first website visit through to purchase and beyond.

What makes Platform.ly particularly useful is its link tracking and attribution capabilities. The platform maps out which marketing channels, campaigns, and content pieces drive each lead and sale, giving you clear visibility into where your budget is producing results. For businesses running multiple campaigns across email, social, and paid channels, this attribution data can reshape how you allocate spend.

Connecting Platform.ly to your wider business stack through system integrations means CRM data can flow into your accounting software, lead scores can trigger outreach sequences, and campaign performance can feed into centralised dashboards. Osher Digital’s sales automation services can design workflows that nurture leads based on behaviour — sending targeted content to prospects who visit specific pages or reach engagement thresholds.

If your marketing team lacks visibility into which campaigns drive revenue, or if leads fall through the cracks between marketing and sales, Platform.ly addresses both. Our business automation team can configure it to match your sales process and build attribution models that connect marketing activity to outcomes.

Platform.ly FAQs

Frequently Asked Questions

Common questions about how Platform.ly consultants can help with integration and implementation

What does Platform.ly include?

How does Platform.ly’s link tracking work?

Is Platform.ly suitable for e-commerce businesses?

Can Platform.ly automate email sequences?

How does the CRM component work?

Does Platform.ly provide reporting and analytics?

How it works

We work hand-in-hand with you to implement Platform.ly

As Platform.ly consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Platform.ly with integrate and automate 800+ tools.

Step 1

Import Your Contacts and Configure Your CRM

Import your existing contact list into Platform.ly and set up your sales pipeline stages. Map out how leads progress through your funnel so the CRM reflects your actual sales process.

Step 2

Set Up Link Tracking for Your Campaigns

Generate tracked links for all your marketing channels — email, social media, paid ads, and content. This ensures every click and conversion is attributed to its source from day one.

Step 3

Build Email Templates and Sequences

Create email templates for your common communications and build automated sequences for lead nurturing, onboarding, and re-engagement. Use the visual automation builder to define triggers and conditions.

Step 4

Configure Lead Scoring Rules

Define scoring criteria based on actions like page visits, email opens, link clicks, and form submissions. Set thresholds that flag leads as sales-ready so your team knows when to reach out.

Step 5

Integrate With Your Other Business Tools

Connect Platform.ly to your website, e-commerce platform, payment processor, and any other tools in your stack. This ensures data flows between systems and your attribution tracking captures the full customer journey.

Step 6

Monitor Attribution Dashboards and Optimise

Review Platform.ly’s attribution and campaign performance reports regularly. Use the data to identify your highest-performing channels and reallocate marketing spend toward the activities that drive measurable results.

Transform your business with Platform.ly

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Platform.ly consultation.

Get in touch

Book a call