Growth documentation

CRM, sales documents, the helpdesk, marketing campaigns and sequences, ads, forms and reviews. Every capability, where it lives in Automo and how to use it.

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CRM, sales documents, the helpdesk, marketing campaigns and sequences, ads, forms and reviews.

108 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at automo.ai to try any of them; the Free plan needs no credit card.

Capabilities (62)
Tools inside the editors and the PDF suite (7)
Where things are in the menus (39)

Capabilities

What you can do, product by product.

Spark: social posts and team advocacy

AI social post ideas and content plans, a Practice mode, and "Share with your team" so staff repost brand content, with hand-off to the Content Calendar.

Where: Marketing → Content
How: Open Marketing → Content to draft posts, share them with your team and see what the team is publishing.
Opens at: /create/spark in your workspace
Apps: available when one of these apps is on: spark
Replaces: Hootsuite Amplify
Also known as: spark, employee advocacy, advocacy, team posting, team social posting, social post ideas, share with your team, staff reposting, content plan, social posts, content ideas, post drafts

Content calendar

A calendar view of everything scheduled and published, so gaps and clashes are obvious.

Where: Marketing → Marketing Calendar
How: Open Marketing → Marketing Calendar.
Opens at: /marketing?tab=calendar in your workspace
Apps: available when one of these apps is on: spark
Replaces: Hootsuite
Also known as: posting schedule, editorial calendar

Content practice mode

Practise writing posts with AI feedback before anything goes live.

Where: Marketing → Content → Practice
How: Open Content and switch to the Practice tab.
Opens at: /create/spark?tab=training in your workspace
Apps: available when one of these apps is on: spark
Also known as: training, coaching, get better at posting

Events

Host and manage events, registration, reminders and the recording afterwards.

Where: Marketing → Campaigns → Events
How: Open Events and create an event.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Also known as: webinar, host an event, registrations

Live event photo wall

Guests scan a QR code and share photos and videos to a moderated live feed that plays on a big screen in display mode.

Where: Marketing → Campaigns → Events → your event → Open live page
How: Publish the event, show the QR code or copy the guest link, then open display mode on the venue screen.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Also known as: guest photos, guest photo feed, live wall, photo wall, display mode, big screen, event photos, share photos at event, guest uploads, moderate feed, qr code, export content, event chat

Open Events and choose your event.
Click Open live page.
Use Show QR code or Copy guest link so guests can join and upload.
Use Moderate feed to approve or hide posts.
Click Open display mode on the venue screen to show the live wall.

Live polls and announcements

Run live polls and push announcements to every guest's phone during the event, with results shown live on the big screen.

Where: Marketing → Campaigns → Events → your event → Open live page
How: Open the event's live page and click New poll or Send announcement.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Replaces: Slido
Also known as: live poll, polls, audience poll, voting, announcement, push message to guests, slido, mentimeter

Big-screen reactions

Guests send emoji reactions from their phones that float across the live wall in display mode.

Where: Marketing → Campaigns → Events → your event → Open live page
How: Open display mode on the venue screen; guests tap the emoji bar on the live page to send reactions.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Also known as: emoji reactions, reactions, live reactions, audience reactions, live wall

AI event recap and assistant

One click summarises the event's photos, polls and engagement into a shareable recap, and the AI Event Assistant answers questions about the event.

Where: Marketing → Campaigns → Events → your event → Open live page
How: Open the event's live page and click Generate AI event recap.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Also known as: event recap, event summary, ai recap, event assistant

Live event analytics

Track photos, guests, likes, comments, engagement per photo and the peak hour of your event as it happens.

Where: Marketing → Campaigns → Events → your event → Open live page
How: Open the event's live page and view Event Analytics.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Also known as: event analytics, event engagement, guest engagement, peak hour

Contacts

Every person you deal with, with custom fields, a full activity timeline, and everything they’re attached to.

Where: Customers → Contacts
How: Open Customers → Contacts and add a contact or import a list.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Replaces: HubSpot
Also known as: people, customers, address book, add a contact

Companies

Company records that group contacts, deals, invoices and tickets under one account.

Where: Customers → Companies
How: Open the Companies tab in Contacts.
Opens at: /customers/contacts?tab=companies in your workspace
Apps: available when one of these apps is on: crm
Replaces: Salesforce
Also known as: accounts, organisations, businesses

Leads

Unqualified enquiries kept separate from your real contacts until they’re worth working.

Where: Customers → Leads
How: Open the Leads tab in Contacts.
Opens at: /customers/contacts?tab=leads in your workspace
Apps: available when one of these apps is on: crm
Also known as: enquiries, prospects, new leads

Deals and pipeline

A kanban pipeline with your own stages, values and close dates, plus forecasting off the back of it.

Where: Customers → Deals
How: Open Customers → Deals and drag cards between stages.
Opens at: /customers/deals in your workspace
Apps: available when one of these apps is on: crm
Replaces: Salesforce
Also known as: pipeline, opportunities, sales stages, forecast

Import contacts from CSV, HubSpot or Apollo

Bring your existing customer data in, a CSV file, a resumable HubSpot migration, or prospects from Apollo.

Where: Customers → Contacts → Import
How: Open Contacts → Import, pick the source, then map the columns to fields.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Also known as: import csv, migrate from hubspot, upload contacts, apollo

Open Customers → Contacts and choose Import.
Pick CSV, HubSpot or Apollo.
Map each incoming column to a contact field.
Run the import, HubSpot migrations resume if interrupted.
Review the imported records and fix any duplicates flagged.

AI lead scoring

Scores leads so the list you work on in the morning is ordered by who is actually likely to buy.

Where: Customers → Contacts / Leads
How: Scores appear on the record; sort or filter the list by score.
Opens at: /customers/contacts?tab=leads in your workspace
Apps: available when one of these apps is on: crm
Replaces: Salesforce Einstein
Also known as: prioritise leads, hot leads, scoring

Recycle bin and restore

Deleted records go to a bin you can restore from, instead of vanishing.

Where: Customers → Contacts → Recycle bin
How: Open the recycle bin and restore the record.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Also known as: undelete, restore contact, trash

Call analytics

Call volume, outcomes and peak hours across the team, tied back to the contact and deal.

Where: Customers → Call history → Analytics
How: Open Customers → Call history and switch to Analytics.
Opens at: /customers/calls/analytics in your workspace
Apps: available when one of these apps is on: crm
Replaces: Aircall
Also known as: call reports, phone stats

Team activity

What the team has been doing across contacts, deals and calls, and what each person is holding.

Where: Customers → Team activity
How: Open Customers → Team activity.
Opens at: /customers/team-activity in your workspace
Apps: available when one of these apps is on: crm
Who can use it: Everyone; admins and managers see the whole team, reps see their own row
Also known as: team performance, who did what, rep activity

Forecast review

AI assesses every open deal from its stage, record completeness and real engagement, and the manager sees where each rep is forecasting above or below the model.

Where: Customers → Dashboard → Forecast Review
How: Open Customers → Dashboard and pick Forecast Review.
Opens at: /customers/forecast-review in your workspace
Apps: available when one of these apps is on: crm
Who can use it: Admins and managers
Also known as: win probability, forecast accuracy, sandbagging, ai deal score

Sales hub

The selling surface, proposals, quotes, invoices, products and portals in one place.

Where: Customers → Sales
How: Open Customers → Sales.
Opens at: /customers/sales in your workspace
Apps: available when one of these apps is on: sales
Also known as: quotes, sell, sales dashboard

Proposals and quotes

Build a proposal or quote, share it as a public page, and track when it’s opened and accepted.

Where: Customers → Sales → Proposals
How: Open Proposals, build from a template, then send the link.
Opens at: /customers/sales?tab=proposals in your workspace
Apps: available when one of these apps is on: sales
Replaces: PandaDoc
Also known as: send a quote, proposal, estimate, pricing document

Products and services catalogue

Your sellable items with pricing, used by quotes, invoices and the storefront.

Where: Customers → Sales → Products & Services
How: Open Sales and pick the Products & Services tab, then add items with prices.
Opens at: /customers/sales?tab=products in your workspace
Apps: available when one of these apps is on: sales
Also known as: price list, catalogue, services

Sales portals

Branded buyer microsites that hold everything a deal needs, proposal, pricing, docs, next steps.

Where: Customers → Sales → Sales Portal
How: Create a portal for the deal, then share the link with the buyer.
Opens at: /customers/sales/portals in your workspace
Apps: available when one of these apps is on: sales
Replaces: Qwilr
Also known as: deal room, buyer site, client portal

AI campaign brief builder

Turns a rough goal into a structured campaign brief you can hand to the team.

Where: Marketing → Campaigns → Campaign Brief AI
How: Open All Campaigns and pick Campaign Brief AI in the channel strip, then describe the campaign.
Opens at: /marketing/campaign-brief in your workspace
Apps: available when one of these apps is on: marketing
Also known as: write a brief, campaign plan

Support tickets

A shared inbox for customer requests across email, forms and chat, with assignment, priorities and internal notes.

Where: Customers → Support Tickets
How: Open Customers → Support, pick a ticket, assign it and reply.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Replaces: Zendesk
Also known as: helpdesk, tickets, customer requests, shared inbox

SLA management

Response and resolution targets per priority, with breach warnings before you miss them.

Where: Customers → Support → settings
How: Set SLA targets in the support settings, then watch the timers on tickets.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Who can use it: Admins configure
Replaces: Zendesk
Also known as: response time, sla, escalation

Macros and canned responses

Reusable replies for the questions you answer twenty times a week.

Where: Customers → Support → reply editor
How: Insert a macro while replying, or manage them in support settings.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Also known as: canned reply, templates, saved replies

CSAT surveys

Ask customers how the ticket went and track satisfaction over time.

Where: Customers → Support → settings
How: Enable CSAT on resolution and read the scores in support reporting.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Also known as: satisfaction survey, feedback score

AI ticket answers from your knowledge base

Drafts or auto-answers replies grounded in your own knowledge base content.

Where: Customers → Support → ticket → AI
How: Open a ticket and use the AI suggestion, then edit before sending.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support, knowledge
Replaces: Zendesk (add-on)
Also known as: auto answer, ai reply, deflection

VIP accounts

Flag your most important customers so their tickets route and escalate differently.

Where: Customers → Support → Support Tickets → VIP
How: Open Support Tickets, switch to the VIP queue, and mark the accounts that get priority handling.
Opens at: /customers/support?queue=vip in your workspace
Apps: available when one of these apps is on: support
Who can use it: Anyone with Support access
Plan: Enterprise
Also known as: priority customers, key accounts

Email campaigns

Design, send and measure email campaigns to your lists, with personalisation and A/B testing.

Where: Marketing → Email Campaigns
How: Open Marketing → Email Campaigns, build the email, pick a list, then send or schedule.
Opens at: /marketing?tab=campaigns in your workspace
Apps: available when one of these apps is on: marketing
Replaces: Mailchimp
Also known as: newsletter, send an email blast, mailshot, drip

Open Marketing → Email Campaigns and create a campaign.
Design the email (or open it in the Email builder).
Choose the list or segment to send to.
Set up an A/B test if you want to compare subject lines.
Send now or schedule, then watch opens and clicks in the report.

Lists and segments

Build audiences from your CRM data with saved segments that keep themselves up to date.

Where: Marketing → Lists
How: Open Marketing → Lists and define a segment.
Opens at: /marketing?tab=subscribers in your workspace
Apps: available when one of these apps is on: marketing
Also known as: subscribers, audience, segment

Preference centre, unsubscribes and deliverability

Double opt-in, a subscriber preference centre, bounce handling, suppression lists and one-click unsubscribe.

Where: Marketing → settings → Deliverability
How: Configure sending and preferences in Marketing settings.
Opens at: /marketing in your workspace
Apps: available when one of these apps is on: marketing
Who can use it: Admins
Also known as: unsubscribe, opt in, bounces, spam compliance

Marketing calendar

Everything planned across campaigns, content and events on one calendar.

Where: Marketing → Marketing Calendar
How: Open the Calendar tab in Marketing.
Opens at: /marketing?tab=calendar in your workspace
Apps: available when one of these apps is on: marketing
Also known as: campaign schedule, plan campaigns

Ad manager across Meta, Google, LinkedIn and TikTok

Connect all four ad networks and build a campaign once that compiles to each platform’s spec.

Where: Marketing → Advertise
How: Connect the ad accounts, then build a campaign in the wizard and publish to the networks you picked.
Opens at: /marketing?tab=advertise in your workspace
Apps: available when one of these apps is on: ads
You also need: Connected ad accounts
Replaces: Smartly.io
Also known as: facebook ads, google ads, run ads, paid campaign

Open Marketing → Advertise and connect Meta, Google, LinkedIn or TikTok.
Start the campaign wizard and set objective, audience and budget.
Add or generate creatives.
Preview per network, then publish.
Watch cross-platform results in the ad analytics view.

Ad automation rules

Rules that change budgets or pause ads when metrics move, with AI-suggested thresholds, conflict detection and a dry-run preview.

Where: Marketing → Advertise → Rules
How: Create a rule, set the conditions, dry-run it, then enable.
Opens at: /marketing?tab=advertise in your workspace
Apps: available when one of these apps is on: ads
Who can use it: Admins
Replaces: Revealbot
Also known as: pause bad ads, budget rules, automation

Form builder

Drag-and-drop forms with nine field types, validation, spam protection and mapping straight into CRM fields.

Where: Marketing → Forms
How: Open Marketing → Forms, build the form, map fields to the CRM, then embed it.
Opens at: /marketing?tab=forms in your workspace
Apps: available when one of these apps is on: forms
Replaces: Typeform
Also known as: lead capture, contact form, survey, embed a form

Open Marketing → Forms and create a form.
Add fields and set validation rules.
Map each field to a contact field, and add hidden UTM capture if you need attribution.
Turn on spam protection and choose an owner rotation if leads should round-robin.
Embed with the iframe or script snippet, or share the hosted link.

Reviews management

Pull in reviews from Google, Facebook, Yelp, Trustpilot, G2, Capterra and the app stores, and run request campaigns by email and SMS.

Where: Marketing → Reviews
How: Connect the review platforms, then send a review request campaign.
Opens at: /marketing?tab=reviews in your workspace
Apps: available when one of these apps is on: forms
You also need: Connected review platform accounts
Replaces: Birdeye
Also known as: google reviews, ask for a review, reputation

Schedule and publish social posts, with the content calendar and drafts alongside.

Where: Marketing → Social
How: Open the Social tab in Marketing and schedule a post.
Opens at: /marketing?tab=social in your workspace
Apps: available when one of these apps is on: social
You also need: Connected social accounts
Replaces: Hootsuite
Also known as: schedule posts, instagram, linkedin post

Websites

Every published site with its domain, status and analytics, in one list.

Where: Marketing → Websites
How: Open Marketing → Websites to publish, unpublish or open a site in the editor.
Opens at: /marketing/website in your workspace
Apps: available when one of these apps is on: editor-website
Also known as: websites, my sites, live site, domains

Digital screens

Pair a TV with a six-character code and play designs, videos and live menu boards, scheduled by day and hour, updating themselves as you edit.

Where: Screens app
How: Enable Screens, pair a display, then assign a playlist.
Apps: available when one of these apps is on: screens
You also need: A paired display device
Also known as: digital signage, tv display, menu board

Document template library

One library for the proposal, quote, invoice and contract templates your team works from, so every document that leaves the business looks the same.

Where: Settings → Platform Templates (Document Templates)
How: Open Settings → Platform Templates, then create or edit a document template.
Opens at: /settings/platform-templates in your workspace
Apps: available in every workspace
Who can use it: Admins curate; everyone uses
Also known as: document templates, quote template, invoice template, contract template, company templates

Proposal templates and the standard template

Build reusable proposal layouts and mark one as the standard, so every new proposal starts from the approved version instead of a blank page.

Where: Settings → Platform Templates → Proposal Templates
How: Create a proposal template, then set it as standard, new proposals adopt it automatically.
Opens at: /settings/platform-templates in your workspace
Apps: available in every workspace
Who can use it: Admins set the standard
Also known as: default proposal, standard template, proposal layout

Control what users can edit in a document template

Publish a template with the parts people may change and the parts they may not, so pricing tables and legal text stay intact.

Where: Settings → Platform Templates → template → permissions
How: Open the template, set which fields are editable, then publish the version people work from.
Opens at: /settings/platform-templates in your workspace
Apps: available in every workspace
Who can use it: Admins
Also known as: lock template fields, stop people editing terms, template governance

Industry document packs

Ready-made document sets for your industry, client service agreements, NDAs, employment contracts, statements of work, rather than starting from nothing.

Where: Settings → Platform Templates → document packs
How: Open the template library and add the pack for your industry, then edit the documents to suit.
Opens at: /settings/platform-templates in your workspace
Apps: available in every workspace
Also known as: nda, service agreement, sow, legal templates, starter documents

One template library across modules

Proposal, quote, invoice, contract and HR templates all resolve from the same library, so a change to your terms only has to be made once.

Where: Settings → Platform Templates (surfaced inside Sales, Finance and HR)
How: Edit the template once; every module that offers it picks up the new version.
Opens at: /settings/platform-templates in your workspace
Apps: available in every workspace
Also known as: shared templates, same terms everywhere, single source template

Documents that fill themselves from your data

Templates carry {{fields}} that resolve at render time from the customer record, the deal, the line items and your own company details, so a proposal, quote, invoice or contract arrives already written.

Where: Any document template; fields resolve when the document is generated
How: Put placeholder fields in the template, then create the document from a contact or deal, the values fill in.
Opens at: /settings/platform-templates in your workspace
Apps: available in every workspace
Also known as: auto fill document, merge fields, dynamic document, populate from crm, no retyping

Open Settings → Platform Templates and edit a template.
Insert placeholder fields for the recipient, the deal, pricing and your company details.
Add a line-item section where the products should list themselves.
Save the template.
Create a proposal, quote, invoice or contract from a record, every field resolves against real data.

Company details on every document

Legal name, address, VAT and registration number, and bank details flow onto every document from one place, so invoices and contracts are always compliant.

Where: Settings → Workspace → Company details (used by every document)
How: Fill in company details once in workspace settings; documents pull them automatically.
Opens at: /settings in your workspace
Apps: available in every workspace
Who can use it: Admins
Also known as: vat number, bank details on invoice, registered address, company info

Quick quote

Produce a branded quote in a few clicks, pick the customer, pick the products, send, without opening a full proposal editor.

Where: Customers → Sales → Quick quote
How: Start a quick quote from the customer or deal, choose a template and line items, then send.
Opens at: /customers/sales in your workspace
Apps: available when one of these apps is on: sales
Also known as: fast quote, price this up, send a quote quickly

Auto proposal and invoice from a deal

Generate the proposal, and then the invoice, straight off the deal, with pricing, terms and customer details already in place.

Where: Customers → Deals → deal → Create proposal / invoice
How: Open the deal and choose Create proposal; when it is accepted, create the invoice from the same record.
Opens at: /customers/sales?tab=proposals in your workspace
Apps: available when one of these apps is on: sales, crm
Also known as: automated proposal, auto proposal, generate proposal, proposal from deal, automatic invoice

Turn an accepted quote into an invoice

One step from won to billed, the accepted quote becomes an invoice with the same line items, tax and currency.

Where: Customers → Sales → accepted proposal → Convert
How: Open the accepted proposal or quote and convert it to an invoice.
Opens at: /customers/sales?tab=proposals in your workspace
Apps: available when one of these apps is on: sales, invoicing
Also known as: convert quote, bill the quote, accepted to invoice

Branded document PDFs

Every generated document exports as a PDF on your branding, logo, colours, fonts and footer, with no separate design step.

Where: Any document → Download / Send
How: Download or send the document; the brand styling is applied automatically.
Opens at: /customers/sales in your workspace
Apps: available when one of these apps is on: sales
Also known as: pdf of proposal, branded invoice, download document

Email automation sequences

Multi-step nurture and follow-up sequences that send themselves on a schedule or when someone does something, with people exiting the moment they reply or buy.

Where: Marketing → Email Campaigns → Sequences
How: Build the sequence, set the entry trigger and the exit conditions, then activate it.
Opens at: /marketing?tab=campaigns in your workspace
Apps: available when one of these apps is on: marketing
Also known as: drip campaign, nurture, follow up automatically, welcome series, autoresponder

BCC to log emails against records

BCC a workspace address on any email, quotes, contract notifications, payment chasers, and it files itself against the right contact or deal.

Where: Settings → Email BCC
How: Copy the BCC address from settings and add it to your outgoing mail.
Opens at: /settings in your workspace
Apps: available when one of these apps is on: crm
Also known as: log emails to crm, bcc address, track sent email

Round-robin lead assignment

Inbound leads and form submissions rotate fairly across the team instead of piling on whoever checks first.

Where: Marketing → Forms → form → Owner rotation
How: Open the form’s settings and turn on owner rotation, then pick who is in the rotation.
Opens at: /marketing?tab=forms in your workspace
Apps: available when one of these apps is on: forms, crm
Who can use it: Admins
Also known as: assign leads, distribute leads, rotation, fair share

Turn a form submission into a ticket

A submission can open a support ticket automatically, so requests land in the queue rather than an inbox.

Where: Marketing → Forms → form → Actions
How: In the form settings, enable ticket creation and choose the queue.
Opens at: /marketing?tab=forms in your workspace
Apps: available when one of these apps is on: forms, support
Also known as: form creates ticket, auto ticket, support form

Block form submissions from specific email domains

List the email domains a form should refuse, with wildcards like *.example.com to cover every subdomain, so spam and throwaway addresses never reach your CRM.

Where: Marketing → Forms → form → Settings → Email domain filtering
How: Open the form’s settings, find Blocked domains, then type each domain and press Enter.
Opens at: /marketing?tab=forms in your workspace
Apps: available when one of these apps is on: forms
Also known as: blocked domains, block email domains, block domains, domain blocklist, blocklist, spam domains, disposable email, wildcard domain, email domain filter

Automatic ticket routing and assignment

New tickets are assigned by rules, round-robin, by product, by account, so nothing sits unowned.

Where: Customers → Support → automation rules
How: Set up the routing rules in support settings.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Who can use it: Admins
Also known as: auto assign tickets, routing rules, who gets this ticket

Pricing calculators

Configurable calculators that work out a price live from the inputs a buyer gives you, then feed the number into the proposal.

Where: Customers → Sales → Sales Portal → Pricing calculators
How: Open a sales portal and add a pricing calculator; the result carries into the auto-generated proposal.
Opens at: /customers/sales/portals in your workspace
Apps: available when one of these apps is on: sales
Who can use it: Admins configure
Also known as: quote calculator, price estimator, configure price, cpq

AI sales development rep

An AI that works outbound for you, researches the prospect, drafts the outreach, follows up, and hands over when someone engages.

Where: Customers → Sales → Automo Connect / AI SDR
How: Enable it from the Sales area and give it the audience and the offer.
Opens at: /customers/sales in your workspace
Apps: available when one of these apps is on: sales
Who can use it: Admins
Also known as: sdr, outbound automation, prospecting bot, cold email ai

Mass email sending

Send to the whole list from your own authenticated domains, with per-domain throttling, bounce and complaint handling, and delivery telemetry per send, so growing the list does not mean changing tools.

Where: Marketing → Campaigns
How: Build the campaign, pick the audience segment, verify the sending domain, then schedule the send.
Opens at: /marketing?tab=campaigns in your workspace
Apps: available when one of these apps is on: marketing
You also need: A verified sending domain
Replaces: Mailchimp / SendGrid
Also known as: bulk email, send to everyone, newsletter blast, email at scale, millions of emails

Automated ad campaigns

Launch and manage paid campaigns across the connected ad accounts from one place, with creative pulled from your brand assets and spend reported next to the leads it produced.

Where: Marketing → Ad Manager
How: Connect the ad account, choose the objective and creative, then launch and let the rules manage it.
Opens at: /marketing?tab=advertise in your workspace
Apps: available when one of these apps is on: ads
You also need: A connected Google, Meta or LinkedIn ad account
Replaces: AdEspresso
Also known as: google ads, meta ads, facebook ads, linkedin ads, run ads, ppc

Tools inside the editors and the PDF suite

The individual tools you reach once an editor or the PDF suite is open.

Marketing KPI cards

Campaigns sent, subscriber count with trend, open rate, scheduled social posts, published forms and pipeline ideas, one row, current.

Where: Marketing → Dashboard
How: Open the Marketing dashboard.
Opens at: /marketing in your workspace
Apps: available when one of these apps is on: marketing
Also known as: open rate, subscriber count, marketing stats

Public holidays on the marketing calendar

Regional public holidays (bank holidays, Father’s Day and the like) appear on the calendar so campaigns plan around real dates.

Where: Marketing → Marketing Calendar → Upcoming
How: Open the calendar; holidays for your region are listed with your events.
Opens at: /marketing?tab=calendar in your workspace
Apps: available when one of these apps is on: marketing
Also known as: bank holiday, holiday calendar, seasonal campaigns

Marketing quick actions

Compose an email, create a lead form or open the calendar straight from the dashboard.

Where: Marketing → Dashboard → Quick Actions
How: Use the Quick Actions card.
Opens at: /marketing in your workspace
Apps: available when one of these apps is on: marketing
Also known as: compose email, new lead form

Record activity timeline

Notes, emails, calls, meetings and tasks in one dated stream on every contact, company and deal.

Where: Customers → any record → Timeline
How: Open a record; the timeline is the spine of the page.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Also known as: history with customer, all touchpoints, notes on contact

Custom fields on records

Add your own fields to contacts, companies and deals, and filter and segment by them.

Where: Customers → settings → Custom fields
How: Define the field once; it appears on every record of that type.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Also known as: own fields, extra data on contact, custom property

Saved segments and lists

Save a filtered view, “Sydney customers on the annual plan”, and it keeps itself current as records change.

Where: Customers → Contacts → filters → Save
How: Filter the list, then save it as a segment.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Also known as: saved filter, smart list, segment

Internal notes on tickets

Discuss a ticket privately in-thread, customers never see internal notes.

Where: Customers → Support → ticket → Internal note
How: Switch the composer to internal note before writing.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Also known as: private note, team only comment

Where things are in the menus

Every destination in the app's navigation, and what you find there.

Your own social and marketing posts, drafted and published.

Where: Home → My Space → My Posts
How: Open My Posts from the Home sidebar.
Opens at: /ops/member/posts in your workspace
Apps: available when one of these apps is on: spark
Also known as: my social posts, my content

Pipeline, activity and customer health at a glance.

Where: Customers → Overview → Dashboard
How: Click Customers in the top nav.
Opens at: /customers/dashboard in your workspace
Apps: available when one of these apps is on: crm
Also known as: crm dashboard, sales overview

The shared support queue.

Where: Customers → Support → Support Tickets
How: Open Support Tickets from the Customers sidebar.
Opens at: /customers/support in your workspace
Apps: available when one of these apps is on: support
Also known as: helpdesk, tickets

Priority handling for your most important accounts (enterprise).

Where: Customers → Support → Support Tickets → VIP
How: Open Support Tickets and switch to the VIP queue.
Opens at: /customers/support?queue=vip in your workspace
Apps: available when one of these apps is on: support
Also known as: key accounts, priority customers

The people list with custom fields and timelines.

Where: Customers → Sales → Contacts
How: Open Contacts from the Customers sidebar.
Opens at: /customers/contacts in your workspace
Apps: available when one of these apps is on: crm
Also known as: people, address book

Company/account records.

Where: Customers → Sales → Companies
How: Open Companies from the Customers sidebar.
Opens at: /customers/contacts?tab=companies in your workspace
Apps: available when one of these apps is on: crm
Also known as: accounts, organisations

Unqualified enquiries, kept separate from contacts.

Where: Customers → Sales → Leads
How: Open Leads from the Customers sidebar.
Opens at: /customers/contacts?tab=leads in your workspace
Apps: available when one of these apps is on: crm
Also known as: enquiries, prospects

The kanban sales pipeline.

Where: Customers → Sales → Deals
How: Open Deals from the Customers sidebar.
Opens at: /customers/deals in your workspace
Apps: available when one of these apps is on: crm
Also known as: pipeline, opportunities

Find contacts, companies and deals that are the same record twice and merge them without losing anything attached. The same page fixes deals on your own staff, puts emails on the timelines they belong to, adds the people your team emails, clears empty and junk records and links contacts to their companies. Every change can be undone from History for 30 days.

Where: Customers → Clean-up
How: On Contacts, press Clean-up (it shows when something needs fixing) or open ⋯ › Clean-up. Sales admin › Data quality links to it too.
Opens at: /customers/duplicates in your workspace
Apps: available when one of these apps is on: crm
Also known as: duplicates, duplicate, deduplicate, dedupe, dedup, merge, merge contacts, merge companies, merge deals, clean up, cleanup, clean up crm, data quality, junk records, undo merge

The sales hub, proposals, products, terms and portals.

Where: Customers → Sales
How: Open Sales from the Customers sidebar.
Opens at: /customers/sales in your workspace
Apps: available when one of these apps is on: sales
Also known as: sales hub, quotes

Pipeline forecast and win-rate analytics.

Where: Customers → Sales → Insights
How: Open Insights from the Customers sidebar under Sales.
Opens at: /customers/sales/insights in your workspace
Apps: available when one of these apps is on: sales
Also known as: forecast, pipeline analytics, win rate

Review LinkedIn prospects Automo Connect found, score them, find emails and move them into the CRM.

Where: Marketing → Growth → Automo Connect → Prospects
How: Open Automo Connect from Marketing → Growth, then pick Prospects. Only shown when Automo Connect is enabled.
Opens at: /customers/sales/automo-connect?tab=prospects in your workspace
Apps: available when one of these apps is on: sales
Also known as: linkedin, prospects, sdr, explorer

Build and track proposals and quotes.

Where: Customers → Sales → Proposals tab
How: Open Sales and pick the Proposals tab.
Opens at: /customers/sales?tab=proposals in your workspace
Apps: available when one of these apps is on: sales
Also known as: quote, estimate

Branded buyer microsites per deal.

Where: Customers → Sales → Sales Portal
How: Open Sales and open the Sales Portal card.
Opens at: /customers/sales/portals in your workspace
Apps: available when one of these apps is on: sales
Also known as: deal room, client portal

The sellable catalogue used by quotes and invoices.

Where: Customers → Sales → Products & Services tab
How: Open Sales and pick the Products & Services tab.
Opens at: /customers/sales?tab=products in your workspace
Apps: available when one of these apps is on: sales
Also known as: catalogue, price list

Call volume, outcomes and peak hours.

Where: Customers → Call history → Analytics view
How: Open Call history and switch to Analytics.
Opens at: /customers/calls/analytics in your workspace
Apps: available when one of these apps is on: crm
Also known as: call stats, phone reports

What each person did and what they hold; reps see their own row.

Where: Customers → Overview → Team activity
How: Open Team activity from the Customers sidebar.
Opens at: /customers/team-activity in your workspace
Apps: available when one of these apps is on: crm
Also known as: rep activity, team performance

Manager audit of AI win probability against what each rep forecasts.

Where: Customers → Dashboard → Forecast Review mode
How: Open Dashboard and pick the Forecast Review tab.
Opens at: /customers/forecast-review in your workspace
Apps: available when one of these apps is on: crm
Also known as: forecast accuracy, win probability, sandbagging

Campaign performance and marketing overview.

Where: Marketing → Overview → Dashboard
How: Click Marketing in the top nav.
Opens at: /marketing in your workspace
Apps: available when one of these apps is on: marketing
Also known as: marketing overview

Create, send and measure email campaigns.

Where: Marketing → Campaigns → Email Campaigns
How: Open Email Campaigns from the Marketing sidebar.
Opens at: /marketing?tab=campaigns in your workspace
Apps: available when one of these apps is on: marketing
Also known as: newsletter, email blast

Multi-step drip sequences that follow up automatically.

Where: Marketing → Campaigns → Sequences
How: Open Sequences from the Marketing sidebar.
Opens at: /marketing?tab=sequences in your workspace
Apps: available when one of these apps is on: marketing
Also known as: drip, follow-up, nurture

Rules, journeys and guardrails that run marketing for you.

Where: Marketing → Campaigns → Automation
How: Open Automation from the Marketing sidebar.
Opens at: /marketing?tab=automation in your workspace
Apps: available when one of these apps is on: marketing
Also known as: journeys, rules, marketing automation

Subscriber lists and segments.

Where: Marketing → Audience → Lists
How: Open Lists from the Marketing sidebar.
Opens at: /marketing?tab=subscribers in your workspace
Apps: available when one of these apps is on: marketing
Also known as: subscribers, audience

Capture and progress campaign and content ideas.

Where: Marketing → Content → Idea Pipeline
How: Open Idea Pipeline from the Marketing sidebar.
Opens at: /marketing?tab=content in your workspace
Apps: available when one of these apps is on: marketing
Also known as: ideas, backlog

Everything planned on one calendar.

Where: Marketing → Overview → Content Calendar
How: Open Content Calendar from the Marketing sidebar.
Opens at: /marketing?tab=calendar in your workspace
Apps: available when one of these apps is on: marketing
Also known as: schedule, plan, marketing calendar

AI-drafted campaign briefs.

Where: Marketing → Campaigns → Campaign Brief AI
How: Open All Campaigns and pick Campaign Brief AI in the channel strip.
Opens at: /marketing/campaign-brief in your workspace
Apps: available when one of these apps is on: marketing
Also known as: brief, campaign plan

Email, ads, automation and review performance in one place.

Where: Marketing → Overview → Performance
How: Open Performance from the Marketing sidebar.
Opens at: /marketing?tab=analytics in your workspace
Apps: available when one of these apps is on: marketing
Also known as: marketing analytics, reporting, performance

Published sites with domain, status and analytics.

Where: Marketing → Campaigns → Websites
How: Open Websites from the Marketing sidebar.
Opens at: /marketing/website in your workspace
Apps: available when one of these apps is on: editor-website
Also known as: websites, live sites, my sites

Cross-network ad campaigns and rules.

Where: Marketing → Growth → Advertise
How: Open Advertise from the Marketing sidebar.
Opens at: /marketing?tab=advertise in your workspace
Apps: available when one of these apps is on: ads
Also known as: ads, paid media

Scheduling and publishing to social channels.

Where: Marketing → Content → Social
How: Open Social from the Marketing sidebar.
Opens at: /marketing?tab=social in your workspace
Apps: available when one of these apps is on: social
Also known as: social media, posts

Lead-capture forms and submissions.

Where: Marketing → Audience → Forms
How: Open Forms from the Marketing sidebar.
Opens at: /marketing?tab=forms in your workspace
Apps: available when one of these apps is on: forms
Also known as: form builder, lead form

Review monitoring and request campaigns.

Where: Marketing → Growth → Reviews
How: Open Reviews from the Marketing sidebar.
Opens at: /marketing?tab=reviews in your workspace
Apps: available when one of these apps is on: forms
Also known as: ratings, reputation

Host and manage events.

Where: Marketing → Campaigns → Events
How: Open Events from the Marketing sidebar.
Opens at: /social/events in your workspace
Apps: available when one of these apps is on: events
Also known as: webinar, event

The content workspace for social and marketing posts.

Where: Marketing → Content
How: Open Content from the Marketing sidebar.
Opens at: /create/spark in your workspace
Apps: available when one of these apps is on: spark
Also known as: posts, social content

Scheduled and published content on a calendar.

Where: Marketing → Overview → Content Calendar
How: Open Content Calendar from the Marketing sidebar.
Opens at: /marketing?tab=calendar in your workspace
Apps: available when one of these apps is on: spark
Also known as: posting schedule, content calendar, marketing calendar

Practise writing posts with AI feedback.

Where: Marketing → Content → Practice
How: Open Content, then the Practice tab.
Opens at: /create/spark?tab=training in your workspace
Apps: available when one of these apps is on: spark
Also known as: training, coaching

Your drafted and published posts.

Where: Marketing → Content → My Posts
How: Open Content, then the My Posts tab. Also at Home → My Space → My Posts.
Opens at: /create/spark?tab=history in your workspace
Apps: available when one of these apps is on: spark
Also known as: post history

What the team is publishing.

Where: Marketing → Content → Team Activity
How: Open Content, then the Team Activity tab (admins only).
Opens at: /create/spark/team in your workspace
Apps: available when one of these apps is on: spark
Also known as: who posted what

Route inbound email into tickets and records.

Where: Settings → Workspace → Email intake
How: Open Settings → Workspace and choose Email intake.
Opens at: /settings/workspace?tab=email-intake in your workspace
Apps: available in every workspace
Also known as: inbound email, support address, forwarding