Signals → Follow-up

Turn every customer signal into booked meetings and sales.

Capture scans, forms, clicks, and visits in one live timeline. Marshmellos automatically follows up with the right next step—so leads convert faster and nothing slips through the cracks.

CAPTURE DEMAND

Turn interest into a tracked lead instantly.

QR scans, forms, links, and page visits become contact activity the moment they happen. No waiting, no manual imports, no lost hand-raisers.

Why this matters

  • Capture demand when attention is highest.

  • Every source enters the system automatically.

  • No spreadsheets or delayed handoffs.

  • Start follow-up while intent is fresh.

1

Captured

Intent captured

Curiosity became action.

2

Synced

Structured instantly

No manual handoff.

3

0.2s

Follow-up launched

Sent in seconds.

4

QR + FORM CAPTURE
New

Book a strategy call

High-intent inquiry — routed instantly to sales.

Mapped to contactLead created

High buying intent

Event → TimelineRealtime

Event payload

{
  "event": "form.submitted",
  "source": "qr",
  "contact": "[email protected]",
  "fields": { "interest": "pricing" }
}

Contact timeline

  • Form submittedNow
  • Cadence started+5s
  • Opened+2m
  • Clicked+6m

EVENTS

A CRM built on real activity, not manual updates.

Submissions, opens, clicks, visits, and replies create a live contact history automatically. Your team sees what happened, when it happened, and what changed.

Why this stays clean

  • Records come from actions, not memory.

  • Every touchpoint appears in order.

  • Sales and automation use the same timeline.

  • Less admin work, better data quality.

AUTOMATED FOLLOW-UP

Launch the next step automatically.

When someone shows intent, Marshmellos can send emails, create tasks, alert reps, or start sequences based on rules you control.

Why this converts faster

  • Respond in minutes, not tomorrow.

  • No lead sits untouched.

  • Timing adjusts to behavior.

  • Reps focus on warm opportunities.

Decision cadenceSafe sending

Rules

Opened within 2hSend next step
Clicked linkNotify sales
No signal in 7dMove to warm-up
Audit trailPer contact

Activity

  • Email sent2:14 PM
  • Opened2:18 PM
  • Clicked2:22 PM

CONTROL + PROOF

Know what created pipeline and revenue.

Track which source, campaign, location, QR code, or rep generated each lead, meeting, and sale.

Why this helps you scale

  • Double down on top-performing channels.

  • Cut low-performing campaigns quickly.

  • Measure rep and campaign outcomes fairly.

  • Make decisions with evidence, not guesses.