Sales, CRM & Commerce · Documentation

Marketing

Lists and segments, email and SMS, landing pages and forms, social and web-visitor tracking, consent and ESP events — with AI subject lines and analytics that tie back to the pipeline.

Overview

Campaigns, automation, and consented outreach. Lists and segments, email and SMS, landing pages and forms, social and web-visitor tracking, consent and ESP events — with AI subject lines and analytics that tie back to the pipeline.

Who it's for. Marketers who need outreach connected to the revenue record, not a silo.

Capability reference

17 capabilities ship in this module. Each is a live surface in the app.

  • Dashboard
  • Campaigns
  • Lists
  • Automation
  • Events
  • Surveys
  • Forms
  • Templates
  • SMS
  • Social
  • Landing Pages
  • ESP Events
  • Consent
  • AI Subjects
  • Analytics
  • Web Visitors
  • Settings

How it connects

Marketing shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: Sales · CRM · E-Commerce · Contacts.

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