Powerful Automation Journeys
Automate High-Impact Journeys Without the Complexity
StoneShot’s Workflow Journey Builder helps you create seamless, personalized client experiences automatically. Trigger emails, nurture leads, follow up after events, and stay connected at every stage of the client lifecycle.


Drag and Drop Builder
Visualize Every Touchpoint with Ease
Our intuitive interface lets you build and visually map every step in a client journey—from onboarding and education to reengagement and retention—and automate it all based on real-time behavior. Just drag, drop, and deploy.
Trigger-Based Personalization
Maximize Engagement with Precision Targeting
Launch workflows based on client's behavior, such as email clicks, form submissions, event attendance, and more, so you can deliver timely, relevant content tailored to each client. Even better, set up alerts to stay informed of a client action or update, all in real time - so you never miss an opportunity for engagement.


Reliable Automations
Trigger Journeys Based on Real People—Not Bots
StoneShot’s BotShield technology filters out fake bot interactions, so only genuine human behavior can trigger your workflows. When bots "click" links or "open" emails before your real prospects do, your automation can jump the gun—skipping steps, triggering the wrong messages, or pushing leads further than they’re ready to go. That’s not just annoying, it’s harmful to your funnel. Protect the integrity of your automation. Let your workflows work for humans. BotShield will handle the rest.
Conditional Logic & Smart Branching
Launch Multi-Step Journeys in Minutes
Our visual builder makes it easy to set delays, add conditions, loop contacts back in, and trigger messages based on behavior, demographics, or preferences. Build complex journeys without a complex tool.


Real-Time Reporting & Optimization
Track Performance at Every Step
From opens to conversions, you’ll see what’s working in real time—and tweak workflows to improve performance. Make data-driven improvements, fast.
You'll be in Great Company
Trusted by boutiques and global financial services brands
Here’s What Our Customers Have To Say
Users voted StoneShot a Leader and High Performer on G2
Built For Financial Services
“Stoneshot is one of the best comprehensive platforms for the asset management industry!"
Verified User
Financial Services
User Friendly Design
"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."
Verified User
Financial Services
Dedicated Support
"Great marketing automation platform with an outstanding support team"
Verified User
Financial Services
We can help get more from your Marketing Budget
Elevate your email and events program with StoneShot. Learn how we've driven these successes.
55%
Reduction in Fake Opens and Clicks
19%
Increase in Quality Leads
80%
Reduction in Production Time
Users Voted StoneShot a Leader and High Performer on G2
We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.
Frequently Asked Questions
Boost Engagement &
Conversions With StoneShot
- Complimentary 30-day trial
- Personalize content for higher engagement
- Track performance and optimize future campaigns