Home / Services / Marketing Automation

Marketing Automation Services: CleverTap, MoEngage and LeadSquared

A great platform does nothing until someone builds the journeys, connects the data and tests what works. We set it up, build it properly and train your team to run it.

A glowing AI chip connected to email, push notification, mobile, WhatsApp and database icons
Quick answerMarketing automation services set up and run triggered journeys in platforms such as CleverTap, MoEngage and LeadSquared, with clean data, tested templates and a trained team.
Proof

Results behind this service

What we deliver

Marketing Automation: what is included

Platform setup

Clean configuration of CleverTap, MoEngage, LeadSquared or your current tool.

Journey and campaign builds

Triggered journeys, broadcasts and nurture flows, built and tested.

Integrations

SDK, API and CRM connections so data flows both ways.

Template and content library

Reusable email, push, SMS and WhatsApp templates in your brand voice.

A/B testing and deliverability

Structured tests and clean sending practices that protect your reach.

Training and playbooks

Your team learns to run it, with documented playbooks.

Use cases

Common Marketing Automation problems we solve

Real questions teams ask us, and how we answer them.

How do you move from broadcasts to triggered journeys?

The problem

Every campaign is sent by hand to a list, so the timing is always a little off.

What we do

We set up event tracking and build journeys that fire when customers act, or stop acting.

Moves: Journey conversion rate

How do you launch campaigns faster?

The problem

Each campaign needs design, copy, approvals and manual setup, so launches take days.

What we do

We build reusable templates, a content library and a checklist, so launches take hours.

Moves: Campaign launch time

How do you fix poor delivery and low opens?

The problem

Emails land in spam, push opt-ins fall and SMS costs climb.

What we do

We clean the lists, set up sending properly, cap message frequency and test channels and timing.

Moves: Delivery and open rate
How it works

Four steps from first call to results

1

Review the platform

Check setup, data flow and current campaigns.

2

Build the foundations

Tracking, segments, templates and integrations.

3

Launch and QA

Test every trigger and path before going live.

4

Train and hand over

Playbooks and coaching so your team owns it.

Case study

Example project: From manual broadcasts to triggered journeys

Illustrative example

An edtech platform sending 20 campaigns a month by hand.

The problem. Each campaign takes about 8 hours to set up, and a launch takes 5 days from brief to send.

What we do

  • Set up event tracking so journeys can fire on behaviour
  • Build reusable templates and a launch checklist
  • Move the top campaigns to triggered journeys
5 days to 1 daytime from brief to launch in the scenario
8 to 2 hoursset-up time per campaign
120 hourssaved a month (20 campaigns x 6 hours)

Illustrative example. The numbers show the maths of a typical scenario and are not a client result.

Self-check

Automation score: how well is your platform working?

Six questions about your CleverTap, MoEngage, LeadSquared or other setup. You get a score and a fix list.

1. Are your platform events and user properties set up and checked?
2. Do most campaigns run as triggered journeys, not manual sends?
3. Do you have templates and a content library for each channel?
4. Do you test every journey before launch (triggers, paths, edge cases)?
5. Do you watch delivery, opt-ins and message frequency?
6. Can your team build and edit journeys without outside help?

Tools and channels

CleverTapMoEngageLeadSquaredHubSpotZoho CRMMixpanelGoogle Analytics 4

Numbers we move

Delivery and open rateClick-through rateJourney conversion rateCampaign launch timeCost per conversionTeam hours saved
FAQ

Marketing Automation questions, answered

Which marketing automation platforms do you work with?

CleverTap, MoEngage and LeadSquared, along with HubSpot, Zoho CRM and analytics tools such as Mixpanel and Google Analytics 4.

Can you fix our existing CleverTap or MoEngage setup?

Yes. We audit tracking, segments and journeys, fix what is broken and build what is missing.

Do you train our team?

Yes. Every build ends with documentation and hands-on training so your team can run and improve it.

Ready to grow with marketing automation?

Tell us where growth is stuck. We reply within two working days with next steps.

Book intro call
Book intro call