Which email, SMS and WhatsApp providers can I use?

For email: SMTP, SendGrid, Amazon SES, Mailgun or Postmark. For SMS: Twilio. For WhatsApp: Twilio or Meta. You connect your own account, so messages go out from your own sender.

Does it handle consent and unsubscribes?

Yes. Consent is kept per channel and topic, and you choose whether the workspace works opt-in or opt-out. Every marketing email has an unsubscribe link, and hard bounces, repeated soft bounces and spam complaints are suppressed automatically. A frequency policy and a daily send cap stop anyone being over-messaged.

What can start a journey?

Three things: you add people yourself, they join a segment, or something is recorded: a person or lead is created or updated, someone joins a segment, or a customer moves to a different RFM persona. You also decide whether someone can go through the same journey again.

What are RFM personas?

RFM stands for recency, frequency and monetary value. GuardenerAI scores customers on how recently and how often they did the activity you choose, and how much it was worth, then groups them into six personas: Champions, Loyal, Recent, Needs Attention, At Risk and Inactive. Personas can be used in segments and can start journeys.

Can it post to social media or send push notifications?

No. GuardenerAI Marketing sends email, SMS and WhatsApp. It does not post to social networks or send push notifications.

Do I have to export my contacts into a separate marketing tool?

No. Marketing is part of GuardenerAI and reads the same persons, companies and leads as the CRM, so segments are always built from current records. Marketing is switched on for new workspaces by default.

Marketing automation for small businesses

Email, SMS and WhatsApp marketing that turns first orders into regulars.

GuardenerAI Marketing is marketing automation software for small and medium-sized businesses. It sends email, SMS and WhatsApp campaigns and multi-step journeys to segments built from your GuardenerAI CRM records, scores customers into RFM personas, and handles consent, unsubscribes and suppressions. It works on the same customer records as the CRM, so there is no list to export and nothing to keep in sync.

What it is

Marketing automation for email, SMS and WhatsApp, built into the GuardenerAI CRM.

Who it is for

Small and medium-sized businesses that grow on repeat customers: shops, clinics, studios and services firms.

What is in it

Campaigns, journeys, segments, RFM personas, an email designer with AI assist, and consent handling.

Price

Part of GuardenerAI. A free plan with no card, and paid plans at $50, $100 or $200 a month per workspace. See pricing.

Campaigns on three channels

One wizard for every send: channel, audience, message, sending and review.

Email designed in a block editor with text, image, button, divider, spacer, header, social, table, columns, split, feed, HTML and code blocks, plus a brand kit and a design library.
AI assist in the designer generates copy, suggests subject lines, drafts the body, and improves or shortens what you wrote.
SMS through Twilio, and WhatsApp through Twilio or Meta, with WhatsApp templates built in the app and their Meta approval status shown before you send.
Email sends through SMTP, SendGrid, Amazon SES, Mailgun or Postmark, using the account you connect.
Choose how long after someone joins a campaign the first message goes, then add follow-up steps. Campaigns always send through your marketing sender, never a personal mailbox.

Journeys that move at each person’s pace

A journey is a set of steps each person walks through on their own clock.

Steps: send a message, wait a set time, wait until a condition holds (or a timeout passes), split on a condition, or end the journey with a goal or exit step.
Three ways in: you add people, they join a segment, or something happens: a person or lead is created or updated, someone joins or leaves a segment, or a customer moves to a new RFM persona.
Re-entry is your call: once only, again after leaving, or any time.
Journey messages go out by email, SMS or WhatsApp, under the same consent rules as campaigns.

Segments and RFM personas

Audiences come straight from the CRM, so they are as current as your records.

Static or dynamic segments. Dynamic ones update as people start or stop matching.
Conditions on built-in person and lead fields (such as state, city, owner, date of birth and the opt-in flags), recorded activity in the last so many days, membership of other segments, consent, and RFM persona. Custom fields are not used in segments.
Draft with AI: describe who you want in a sentence, and the conditions are drafted for you to check and save.
RFM scoring groups customers by recency, frequency and value into six personas: Champions, Loyal, Recent, Needs Attention, At Risk and Inactive.
When someone moves between personas, for example from Loyal to At Risk, the change is recorded and can start a journey.

Consent and deliverability

The rules that keep your sender trusted are built in, not bolted on.

Consent per channel and topic, with a workspace-wide choice of opt-in (only people who subscribed) or opt-out (everyone until they unsubscribe).
Every marketing email carries an unsubscribe link to a public page, so anyone can opt out without signing in.
Suppressions for hard bounces, repeated soft bounces, spam complaints, invalid addresses and manual blocks.
A frequency policy and a daily send cap keep you from over-messaging anyone.
Email reporting on one overview: sent, accepted, delivered, bounced, opened, clicked and unsubscribed.

Email, SMS and WhatsApp marketing that turns first orders into regulars.

Campaigns that already know your customers.

Your own senders

WhatsApp templates

Consent built in

See what lands

What Marketing does, feature by feature.

Campaigns on three channels

Journeys that move at each person’s pace

Segments and RFM personas

Consent and deliverability

Your next campaign is already in your CRM.

Better with the rest of GuardenerAI.

CRM

Meetings

Automation

Marketing by industry

Further reading

Fair questions.

Your customers deserve better than a messy CRM.