Track leads, manage campaigns, and let AI help run your outreach. Contacts, pipeline, tasks, and AI briefings — all connected.
Record types
The structured data this adds to your pod.
Campaign
A marketing campaign — email, social, event, content, or partnership
- Status
- Channel
- Goal
- Target Audience
- Start Date
- End Date
- Budget
- Lead Count
- +4
Contact
A person in your marketing contact list.
- Phone
- Company
- Title
- Status
- Source
- Notes
- Tags
Lead
- Source
- Company
- Title
- Lead Score
- Campaign
- Last Contacted
- +2
Views
- CampaignsBoard
- ContactsTable
- Lead PipelineBoard
First conversation
After install, your agent sets the project up with you. It starts here:
Capture the real marketing motion — the campaigns running now, the channels they run on, the segments they target, and how leads flow through the pipeline — so the workspace mirrors how growth actually operates here.
- “Which campaigns are live right now, and what channel is each one running on?”
- “Who are you targeting — which Foundation audience segment does the growth motion aim at?”
- “Where do your best leads come from today, and where in the pipeline do they get stuck?”
Builds on
- FoundationProvides the pod-wide lead role vocabulary (leadStage) this workspace reuses.