Marketing and lead management,
in your CRM.

Yes — for Instagram, Facebook, and TikTok publishing. Compose Post or Shorts, drag-and-drop media, caption, publish now or schedule. See the whole month in a colour-coded calendar. The one thing we don't cover yet is LinkedIn and X/Twitter — if that's the majority of your posting, you'd keep one channel elsewhere.

Yes. A single 6-step wizard covers all three networks — pick the network, define the campaign, build ad groups, target the audience, upload creative, review. You connect your Google Ads, Meta Ads, and TikTok Ads accounts once in Settings → Platform Connections. Every ad's leads land straight in your CRM, tagged with source, campaign, ad group, and ad creative.

Create a form in the Forms module — Embedded (JS snippet for your website), Meta (Facebook + Instagram Lead Ads), TikTok Lead Ads, or Google Lead Form Extensions. Map each form field to a CRM Lead field (name, email, phone, destination, intake). Publish. Every submission creates a Lead record instantly with the right source, ready for routing and workflows.

Static Lists when the membership shouldn't change: "attendees of the 15th Feb webinar", "referred leads from Batch 42". You add members by hand.

Dynamic Lists when the membership is a filter: "AU PG enquiries, cold >30 days, unassigned". As leads' fields change, they join or leave the list automatically. Best for ongoing campaigns and retargeting.

No. If you can drag a card and pick from a dropdown, you can build every workflow on this page. We designed it for agency owners and accounting managers — not engineers.

Unlimited on every paid plan. We don't charge per workflow, per run, or per action. Build 5 or build 500 — pricing is the same.

Every publish creates a version you can look back at. If something isn't right, pause the workflow in one click, fix it, and publish again. Runs already in progress finish cleanly.

Paced sending is built in: you set the batch size and interval, which keeps you inside WhatsApp's rate limits and protects your number's quality rating. WhatsApp messages go through your own WhatsApp Business account and Meta bills you directly at its standard rates. TechUni adds no per-message charge.

Yes. Each branch supports multiple rules with AND / OR logic. Source = Meta AND Destination = Australia is one branch. Add unlimited branches, each with its own compound rules. And "None of the above" is auto-generated.

Yes. Any custom field on the Contact, Application, or Student — triggers, conditions, and actions all recognise it automatically. No wiring, no republishing.

All outbound WhatsApp campaigns use pre-approved templates (Meta's rule, not ours). During onboarding we help you write and submit your first 5-10 templates — welcome, campaign, offer nudge, deadline reminder, follow-up. Meta usually approves in 24-48h. After that, you send campaigns from the CRM in one click.

Meta puts every business-started WhatsApp message in a category. Utility is transactional (offer received, visa granted, invoice due). Marketing is promotional (new intake open, a webinar). Meta prices them differently and bills you directly through your WhatsApp Business account. TechUni doesn't add a charge either way.

Every run is logged with success / failure / retry status. Failed steps auto-retry three times. If it still fails, an owner-level notification fires — nothing dies silently.

One click to pause. Anything mid-flight completes gracefully. New triggers won't enter the workflow until you resume it.

Yes — official WhatsApp Business API. Send template messages, receive replies, handle media, and auto-tag conversations. Included on every paid plan, no separate WhatsApp integration fee.