Lists. Sends.
Conversions.
Newsletters, drip sequences, forms, surveys, all sourced directly from your CRM. No CSV exports, no broken syncs, no $400/month Klaviyo bill.
Source your list, then send.
The marketing module's superpower isn't the composer, it's that the list comes from your CRM, segmented and current, without anyone exporting a CSV at 9am Monday.
Compose, send, learn.
Drag-block composer or HTML. Live preview across desktop, mobile, dark mode. Send to any CRM segment instantly, opens and clicks log back to the contact record so you know who's warm.
- Drag-block + HTML composer
- Segments pulled live from CRM
- A/B subject lines + send-time
- Open / click → contact record
The reports your CMO opens.
Per-campaign performance, audience health, unsubscribe trends, the words and CTAs that actually convert. The dashboard makes pattern-finding fast.
- Per-campaign deliverability + engagement
- Cohort + segment performance
- Word-and-CTA analysis
- Audience health vs benchmark
Capture that lands in the CRM.
Lead-capture forms, event registration, surveys, intake forms. Lands as a lead in the CRM with the right source attribution, scored, routed, and ready for follow-up.
- Drag-block form builder
- Conditional logic + branches
- UTM-aware source capture
- Direct integration with workflows
Close the loop. Systematically.
Post-purchase, post-ticket, post-onboarding surveys. NPS that triggers tickets when scores drop. CSAT trends per agent, per product, per channel.
- NPS, CSAT, CES templates
- Low-score → auto-ticket
- Per-agent / per-product trends
- Multi-channel deployment
Every marketing view, in one place.
A form fill becomes a customer in four steps.
Marketing + the rest.
Where this module shines.
Every module, its own page.
Each module in Marketing & Growth is a full page of its own, open any one to see what it does and the exact tool it replaces.
Marketing.
No CSV exports.
Newsletters, forms, surveys, feedback, all included on Business. 10K free emails/month; pass-through pricing beyond.