SOLUTIONS / Marketing

Marketing management: Connect campaigns to your customer journey.

Manage campaigns, surveys, events and marketing records alongside audiences and customer relationships.

Campaign list with status, dates and budget informationDemo workspace
Campaign list with status, dates and budget information — XtraCRM
Actual product interface, shown with isolated demo data. Available sections depend on your plan and access permissions.
MADE FOR YOUR DAILY WORK

Marketing

Treat marketing as more than a publication date. Organise campaigns with their audiences, events and the customer journey your sales team will follow.

01

Organised audiences

Define customer groups through segments. Manage campaign and audience information centrally so teams share the same context.

02

Campaign and event tracking

Follow the dates, statuses and related records of campaigns, surveys and events. Keep the details of upcoming work in one shared place.

03

Continue the journey in CRM

Give sales conversations context through lead sources and connected customer records. Explore automation and social connection options in their management screens.

FROM FIRST STEP TO FOLLOW-UP

A workflow your team can follow.

  1. Define the campaign and audience.
  2. Track lead sources and related records.
  3. Connect the next sales steps to team owners.
ONE SOLUTION, CONNECTED SECTIONS

Explore what’s inside.

See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.

Before you get started.

Does the plan include advertising spend or external provider fees?

The software plan provides access to its included modules. Advertising spend and external provider services are separate. Discuss the setup requirements for the connections you need with our team.

Is every section available in every plan?

Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.

KEEP YOUR WORK CONNECTED

Works better together.

YOUR NEXT STEP

Find the right starting point for your team.

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