brainX Email Marketing Integration

brainX now seamlesslyconnects your CRM with CleverReach, allowing you to use your customer data directly for personalized newsletters. No manual data entry, no duplicate work—your data is automatically synchronized.

The integration is GDPR-compliant, secure, and saves time, while also improving the quality of your campaigns.

• Automatic transfer of address data —no manual data entry required

• GDPR-compliant processing – via a direct, secure interface

• Two-way synchronization – including sign-ups and unsubscribes

• Mailing statistics available directly in brainX – for targeted follow-up actions

This integration enables a simple and secure connection between brainX and CleverReach:

• Email recipients from the Contacts, Organizations, Leads, and Partners modules are synchronized

• Recipient attributes are exchanged between brainX and CleverReach

• Synchronization of newsletter sign-ups and unsubscribes with the corresponding lists

• Automatic unsubscribes in case of hard bounces

• Transfer of selected statistical data from CleverReach to brainX—presented graphically

"We live and breathe subscriptions—that's why we understand them better."

brainX was developed specifically to meet the needs of subscription-based business models —drawn from real-world experience, for real-world use:

• Fully automated workflows for sales, customer success/support, and billing

• Flexible processes without custom programming

• Seamless collaboration —across teams and efficient

• Scalability through standards instead of costly custom development

brainX combines the adaptability of custom solutions with the efficiency of a standardized system.

1. In the "Provider" drop-down list, select " CleverReach."

2. The “Lite Version” field will appear . Here, specify whether you want to use the Lite version or the paid version.

3. Click “Save” —the record will be displayed in the detail view.