Module · Marketing & Outreach

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.

Replaces Mailchimp Klaviyo ConvertKit Typeform SurveyMonkey Delighted
10K
Free emails / mo · Business
$0.0006
Per email after · pass-through
20
Marketing sub-modules
1-click
From CRM segment to send
Newsletter composer
What it does

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.

Feature 01 · Newsletters

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
Newsletter send
Feature 02 · Performance

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
Newsletter history
Feature 03 · Forms & intake

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
Form builder
Feature 04 · Feedback & NPS

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
Feedback history
Inside Marketing · 8 views

Every marketing view, in one place.

01
Newsletter composer
Drag-block + HTML send.
02
Newsletter history
Per-campaign performance.
03
Form builder
Lead capture into the CRM.
04
Feedback history
NPS, CSAT, CES per touchpoint.
05
Feedback templates
Configurable surveys.
06
Creator / influencer ops
Brand deals, drops, payouts.
07
VCard / Link-in-Bio
Public profile for solo founders.
08
Email templates
Transactional + invoice branding.
From signup form to revenue · End to end

A form fill becomes a customer in four steps.

Step 01
Form fills
Lead lands with UTM, scored automatically.
Step 02
Drip
Auto-enrolled in nurture sequence.
Step 03
CRM
High-score leads route to a rep with full activity history.
Step 04
Customer
Deal closes; receipts and feedback surveys fire automatically.
Connects to · Other modules

Marketing + the rest.

See also · Comparisons & industries

Where this module shines.

Inside Marketing & Growth · 20 modules

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.