Cloud-based B2B marketing automation platform

CallidusCloud Marketing Automation is a cloud-based B2B marketing automation platform that identifies and qualifies leads based on online behavior. Aimed at marketers we deliver an unprecedented level of lead intelligence. Our solution empowers you to follow your natural flow, plan, structure and run marketing campaigns with little or no dependencies.


Website Management

Your website is the most important tool to capture leads at the top of the funnel. Power it up; make it conversion ready. Optimize your website through an array of tools. Improve your search rankings, run efficient marketing campaigns and monitor everything. We provide you a range of tools:

Run audits, build keywords, track search ranking, build links and optimize pages. Learn More

Promote content assets and webinars across your website with a dynamic toolbar. Marketers can now make website changes with little help from IT. Learn More

Add a live chat feature to your website. Capture your prospect’s details and chat with them live.

Host and manage your WordPress blog with us and control it from within CallidusCloud Marketing Automation. Get free templates and plugins for SEO & social media integration.

Dissect your traffic. Know your bounce rate, referral sites and repeat visitors.

Marketing Activities

How many platforms and systems do you toggle between to run your multi-channel marketing campaigns? We make life easier for marketers. Just use CallidusCloud Marketing Automation as a one-stop shop solution to plan, structure, run and monitor all your marketing campaigns. Here are our wide range of tools:

Run personalized email campaigns to segmented lists. Get dynamic auto reports within 24 hours. You also have a re-run option to repeatedly send mails to a list. Learn More

Send automatic, periodic, trigger-based emails. Triggers can be implicit as well as explicit. Learn More

Landing Page
Create new landing pages yourself with our templates. It’s quick and easy and you don’t need to depend on your design folks. Monitor stats on clicks and form fills.Learn More

We have a whole new module called Forms. Build forms yourself. Reuse them if you like. You can even reorder and realign the fields anyway you like.

URL Builder/ Shortener
Shorten your URLs to custom URLs. Use them in your campaigns. Get reports on them. Short URLs can be easily shared and tracked.

Compose and schedule posts for multiple social media channels such as LinkedIn, Twitter and Facebook from within CallidusCloud Marketing Automation. Get analytics on clicks and referral traffic. Learn More

Create, edit and monitor numerous online marketing campaigns. Track how many leads you acquired from each of them.

Lead Management

You get leads from diverse sources such as your website, form fills, email campaigns, webinars and cold calling. Know your leads, track their actions. Sort, score and manage your complete list of leads in one single place. Get alerts and daily emails on hot new leads. Capture complete lead intelligence and lead history with visibility for sales and marketing. Use our tools such as:

Track leads with details on company name, contact details, pages visited and time spent. Learn More

Custom Filters
Use custom filters to sort your leads based on your chosen criteria. Set up alerts.

Lead Scoring
Use lead scoring to prioritize your leads and pass the hottest leads onto sales. Learn More

Daily Leads Report
Get a daily report on leads in your inbox that sales can immediately call up.

CRM Integration
Our platform easily integrates with Salesforce, Microsoft Dynamics, Netsuite, SugarCRM and Zoho.

Android App
Track your leads while on the go. We have a new app for your Android phone. Get the latest 20 visits for any custom filter saved on your CallidusCloud Marketing Automation account on your phone or just create a new custom filter and view the results on your phone.


Marketing is of little use if you can’t measure and showcase the worth of your efforts. In B2B marketing particularly, you need to measure everything from website traffic to campaigns, leads acquired and much more. Get comprehensive reports on everything marketing. Slice and dice your data to suit your organization’s specific needs.

Campaign Reports
Track the leads you acquire from each campaign and child campaign over time. Know the companies they are from.

Email Reports
Track how many of your emails are opened, forwarded and lead to single and multi-page visits. Monitor the open and click through rate.

Workflow Reports
Keep track of each of your drip campaigns, your nurtured leads and their responses at each leg of the workflow.

Web Traffic Reports
Know your visitor statistics in detail. Analyze your traffic and leads, their sources, the growth trend and conversion ratios.

Insivia's Review

CallidusCloud Marketing Automation (formerly LeadFormix) is a cloud-based B2B marketing automation platform. It identifies and qualifies sales opportunities by measuring the online behavior of prospects and enabling sustained relationships with them. Further customization of emails to each list is made very simple. It is easy to score, build workflows, and integrate my other campaigns with it. Probably best of all, it comes at the right price for smaller companies that need sophisticated marketing automation without having to spend a lot of money. This being one of the only cloud-based marketing automation platforms makes this stand out from the rest and makes this a great software. 

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