Mautic
Open source with self-hosted control and lower licence cost, but you manage hosting, updates, maintenance and email infrastructure. It fits teams that want data ownership and can assign technical responsibility.
Mautic Setup and Automation
Mautic setup, integration and marketing automation.
Mautic is an open-source marketing automation platform, not a replacement for a sales CRM. Businesses choose it for control over their data and no per-contact licence fees, but it needs proper setup, hosting and integration to work well. CreativeSmug configures Mautic around your campaigns, lead sources and CRM workflows.
Mautic vs HubSpot
HubSpot
A hosted platform that is easier to operate without managing the underlying infrastructure. Costs scale with contacts and tiers; it fits teams that prefer connected marketing and sales with less hosting responsibility.
Choose based on your campaigns, CRM needs and who will maintain the platform. For sales CRM configuration, explore HubSpot and Salesforce implementation in India.
What we do
Installation and hosting setup
Configure Mautic and its hosting environment, including scheduled tasks, access, backups and the agreed update approach.
Email deliverability setup
Configure sending infrastructure and SPF, DKIM and DMARC records, then check sending and bounce handling. Delivery still depends on list quality, sender reputation and recipient systems.
Tracking and forms
Set up website tracking and enquiry forms with consent requirements, field mapping and source attribution considered.
Segments and lead scoring
Organise contacts into useful segments and define scoring rules around agreed behaviours and qualification criteria.
Campaigns and nurture flows
Build campaign sequences, triggers and follow-ups that match your customer journey and communication permissions.
CRM integration
Connect Mautic with HubSpot, Salesforce, Zoho or a custom CRM where supported connectors or APIs allow the agreed data flow.
Reporting
Configure reports for campaign activity, contact engagement and CRM handoffs, with tracking limitations made clear.
Training and ongoing support
Train your team and document campaign ownership. Hosting maintenance, updates and ongoing support can be included in the agreed scope.
Who we work with in India
Agencies
Teams managing campaigns that want control over their marketing data, configuration and hosting choices.
Startups and SMEs
Businesses seeking data ownership and flexible automation, with an identified owner for hosting and maintenance.
BFSI
Teams with data-control needs that want to evaluate hosting, access and retention requirements before choosing a setup.
Healthcare
Teams assessing how marketing enquiries should be stored and accessed. Data requirements must be reviewed; self-hosting alone does not establish compliance.
Our 4-step process
- Step 1
Discover and scope
Review campaign goals, contact sources, data-control needs, CRM connections and maintenance ownership.
- Step 2
Set up foundations
Configure hosting, Mautic, sending infrastructure, domain records, tracking and forms.
- Step 3
Build and connect
Create segments, scoring and nurture flows, connect the CRM and test the agreed data movement.
- Step 4
Train and maintain
Train your team, hand over documentation and agree responsibilities for monitoring, updates and support.
Explore our Marketing Automation service or start with a free audit to scope your Mautic setup.