Marketing features – what they do and how they help your business
This guide describes each marketing-related feature in simple language. No technical knowledge required.
Campaigns
Track Every Marketing Initiative
- Track all marketing efforts—digital ads, events, content, affiliates—in one place
- Set clear start and end dates to plan ahead and avoid overlaps
- Add custom fields: channel, region, UTM parameters, or any detail you need
- Link campaigns to leads or orders to judge performance and compare channels
- Organize campaigns into groups by type, product, or region
- Pull views like "all Q1 digital campaigns" without re-entering data
- Integrate with ad platforms or CRM to keep data up to date
Why it matters
Campaigns become the centre of how you measure marketing: outcomes in one place, with the flexibility to tag and slice data the way your business needs. Your campaign history becomes a valuable record of what you've tried and what worked.
Proposals
Professional Partner Documents
- Send professional, branded documents to partners, affiliates, or agencies
- Choose from several ready-made layouts
- Each proposal gets a unique number (such as PROP-2025-001)
- Add line items for services or products, apply taxes and discounts
- Send proposals directly from the app by email
- Convert proposals to orders or invoices in one step when accepted
- Set payment terms and legal text once in settings for consistency
Why it matters
Proposals bridge the gap between "we agreed to this" and "we invoiced and delivered it," so you spend less time on admin and more on closing deals. The link from proposal to order to invoice keeps the thread intact for reporting.
Contracts
Manage Partnership Agreements
- Store all partnership and agency agreements in one place
- Keep track of who it's with, start and end dates, value, and currency
- Attach signed PDFs and amendments to the contract record
- Connect invoices to contracts to see billed amount versus contract value
- Set renewal reminders so you're alerted before contracts expire
- Filter and search contracts to see committed spend and upcoming renewals
- Plan cash flow and resource allocation with confidence
Why it matters
Contracts become the backbone of how you manage agency and partner relationships: one record per agreement, linked to money and time. When audits or questions come up, you can quickly show which contracts exist and what they're worth.
Expense categories
Organize Marketing Spend
- Split marketing spend into clear buckets—digital, events, content, affiliates, or agencies
- Create main categories and sub-categories (e.g., Marketing → Digital, Events, Content)
- Tag every expense to a category for clear reporting
- Run reports showing breakdowns like "Marketing: Digital 40%, Events 30%, Content 30%"
- Feed expense data straight into P&L and other marketing reports
- Go as granular as you need—paid social, search, influencers under Digital
- Combine with budgets and spend policies for full financial control
Why it matters
Expense categories turn a long list of transactions into a structured view that supports planning, control, and accountability. You can report at the level that matters for your planning and review cycles.
Spend policies
Control Marketing Budgets
- Set rules so marketing spend doesn't go over limits without approval
- Define who can spend how much and in which categories
- Set limits by period—per month or per quarter
- Require approval from chosen person when limits are exceeded
- Block expenses until policy is updated if needed
- See spend versus limits in reports and dashboards
- Tailor policies by role and change them as budgets shift
Why it matters
Better budget discipline, fewer overspend surprises, and a clear audit trail of who approved what and when. When limits are hit, the system makes it clear what's happening so you can approve, reallocate, or push back.
Vendors
Centralize Agency & Partner Details
- Keep details of all agencies and partners in one place
- Store name, contact, email, phone, address, tax ID, and currency
- Save bank account details for faster payments
- Attach contracts, tax forms, insurance, or other documents
- View vendor ledger with all bills, payments, and adjustments
- See outstanding balance and ageing to prioritize payments
- Filter or search vendors by name, type, or other details
Why it matters
The vendor list becomes the single source of truth for "who we pay," and the ledger for each vendor becomes the single place to see "what we've paid them and what we still owe." That structure supports faster payment runs and better relationships with partners.
Outward payments and settlements
Track Partner Payments
- Record and track payments to partners and agencies
- Create payments linked to vendors with amount, currency, and date
- Link payments to invoices or contracts for clear audit trail
- See outstanding amounts in vendor ledger and payables reports
- Group several partner payouts into one batch for approval
- View full payment history per vendor and per contract
- Keep payments traceable to vendor, contract, and invoice
Why it matters
Outward payments and settlements turn "we owe these people money" into a clear, auditable process so that partners get paid on time and your books stay accurate. At year-end or for audits, you can quickly pull a list of what was paid, to whom, and against what agreement.
Reports
Measure Campaign Impact
- See how much you sold by product, client, and time period
- Sales by product shows revenue and quantity sold per product
- Sales by client shows revenue and activity per client
- Sales by month, quarter, or year for period comparisons
- Filter by product, client, date range, or segment
- Export reports for presentations or meetings
- Attribute revenue to campaigns and channels
Why it matters
These reports help you attribute revenue to campaigns and channels, justify spend, and plan the next quarter's mix with data that leadership and finance can trust. Over time, they become the evidence you need to defend or increase marketing budget.
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P&L and finance reports
Marketing Spend in Finance Format
- Show marketing spend next to revenue in standard accounting formats
- Profit & Loss presents income, expenses, and profit with category breakdowns
- Balance sheet and trial balance for assets, liabilities, and equity
- General ledger with transaction-level view by account
- Filter by expense category to see all marketing-related entries
- Compare P&L across periods—this month versus last, this year versus last
- Use standard formats familiar to CFOs, auditors, and investors
Why it matters
Marketing and finance can use these reports to present a single story: spend by category alongside revenue, so the board sees marketing's contribution and efficiency in one place. Using the same reports as finance reduces the risk of conflicting numbers.
Automated reminders
Stay on Top of Renewals & Follow-ups
- Create reminders for contract renewals, payment due dates, or proposal follow-ups
- Set due dates and make reminders repeat (monthly, yearly, etc.)
- Mark reminders complete or snooze them
- Link reminders to contracts or proposals for quick access
- Archive old reminders so only active ones show
- Get notified as dates get close
- Share reminders with teams so everyone knows what's due
Why it matters
Reminders turn "we should do this sometime" into "we do this on this date," with a nudge and a link to the right place so nothing falls through the cracks. That reduces missed renewals, late payouts, and forgotten follow-ups.
Clients and client ledger
Tie Campaigns to Customers
- Store client contact, segment, and where they came from (campaign or channel)
- Add custom fields like "Lead source" or "Campaign"
- View client ledger with all invoices, payments, credits, and adjustments
- See outstanding balance and ageing (30/60/90 days)
- Group clients into segments by product, value, or source
- Link orders and invoices to clients for full history
- Filter and report on clients by campaign or segment
Why it matters
Marketing and finance get one view of the customer: who they are, where they came from, what they bought, and what they owe. You can close the loop: which campaigns brought which clients and how much they have spent.
Empower your marketing team.
Collaborate, launch faster, and measure what matters.