Platform.ly integration & automation experts

What you can automate with Platform.ly

Platform.ly is a marketing automation and CRM platform designed for small to mid-sized businesses that want lead tracking, email marketing, CRM, and business intelligence in a single tool. Rather than stitching together separate tools for each function, Platform.ly gives marketing and sales teams a unified view from first website visit through to purchase and beyond. What makes Platform.ly particularly useful is its link tracking and attribution capabilities. The platform maps out which marketing channels, campaigns, and content pieces drive each lead and sale, giving you clear visibility into where your budget is producing results. For businesses running multiple campaigns across email, social, and paid channels, this attribution data can reshape how you allocate spend. Connecting Platform.ly to your wider business stack through system integrations means CRM data can flow into your accounting software, lead scores can trigger outreach sequences, and campaign performance can feed into centralised dashboards. Osher Digital’s sales automation services can design workflows that nurture leads based on behaviour — sending targeted content to prospects who visit specific pages or reach engagement thresholds. If your marketing team lacks visibility into which campaigns drive revenue, or if leads fall through the cracks between marketing and sales, Platform.ly addresses both. Our business automation team can configure it to match your sales process and build attribution models that connect marketing activity to outcomes.