All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

CRM + Marketing Automation
Start now
More

Features

Industries

Reference

More

CRM + Marketing Automation · Available now

Run lead nurture with approved content and an explainable score.

CRM + Marketing Automation runs lead nurture from audience selection through approved content, ordered program steps and recorded outcomes. Marketing Operations builds the journey, while Marketing Manager approves its email templates and program QA.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive Programs
CRM + Marketing Automation · Programs

Active Programs

Programs in one list

New program
Programs in view
6
Total member count
135
Drip
2
Trigger
1
Drip2
New inquiry welcome journeySubmit partner interest
37
22 Oct
First purchase onboardingDownload buying guide
15
Add
Trigger1
Pricing interest nurtureComplete trial signup
19
Add
Webinar1
Event attendee follow-upComplete trial signup
31
Add
Event1
Dormant prospect reactivationRequest a product demo
6
01 Nov
Add
Re engagement1
Trial signup educationBook a discovery call
27
Add
New inquiry welcome journeyPrograms · PRG-33739
Drip
StatusApproved
GoalSubmit partner interest
Scoring modelInbound engagement model
OwnerSoraya Haddad
Approved at22 Oct
Email Template ApprovalPRG-33739 · New inquiry welcome journey

Marketing Manager approves the reusable content through its review lifecycle with the deciding user and time retained.

Waiting for Marketing Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
18
Saved views
16
Roles with set permissions
5
Reports and dashboards
8
Features

Your nurture workspace

Every feature works on the same records. Pick one to see the screen your team works in.

Programs and Audiences

Build a nurture journey with an explicit audience, ordered actions, a goal and recorded approval.

  • Entry criteria
  • Ordered actions
  • Exit decisions
  • Programs
  • Program audiences
  • Program steps
  • Program exit rules
  • Goals
  • Members
Explore programs and audiences
OverviewMy Draft Programs
CRM + Marketing Automation · Programs and Audiences

My Draft Programs

Programs

New
Program numberNameTypeGoalOwnerStatus
PRG-46704New inquiry welcome journeyDripBook a discovery callAda FaroukDraft
PRG-10003Pricing interest nurtureTriggerDownload buying guideSamir BoseDraft
PRG-13427Event attendee follow-upWebinarComplete trial signupFelix RowanDraft
PRG-57718Dormant prospect reactivationEventReply to sales outreachFelix RowanDraft
PRG-38871Trial signup educationRe engagementVisit pricing twiceMei TanDraft
6 of 6 records
New inquiry welcome journeyPrograms · PRG-46704
Drip
GoalBook a discovery call
OwnerAda Farouk
StatusDraft
Activated at30 Oct
Example screen with sample data
Process

From program design to a recorded outcome

Program design to lead nurture ships ready to use. 2 steps need a named approval before the work moves on: Email Template Approval (Marketing Manager) and Program QA Approval (Marketing Operations).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Program Design

    Define the audience, goal and ordered journey around a real lead segment.

    New inquiry welcome journeyPRG-33739 · Marketing Operations
    Program DesignBy Marketing Operations

  2. Email Template Approval

    Have Marketing Manager review the message and sender before content is used.

    New inquiry welcome journeyPRG-33739 · Marketing Operations
    Email Template ApprovalBy Marketing Operations
    ApprovalMarketing Manager approves the reusable content through its review lifecycle with the deciding user and time retained.

  3. Program QA Approval

    Have Marketing Manager review the audience, sequence and exits before activation.

    New inquiry welcome journeyPRG-33739 · Marketing Operations
    Program QA ApprovalBy Marketing Operations
    ApprovalMarketing Manager approves the program design through its review lifecycle before Marketing Operations activates it.

  4. Member Enrollment

    Evaluate the audience and capacity while honoring global suppression.

    New inquiry welcome journeyPRG-33739 · Marketing Operations
    Member EnrollmentBy Marketing Operations

  5. Step Execution

    Follow each due action and inspect its recorded outcome before continuing the journey.

    New inquiry welcome journeyPRG-33739 · Marketing Operations
    Step ExecutionBy Marketing Operations

  6. Goal Achievement and Exit

    Keep achieved goals, other exits and completed sequences distinguishable.

    New inquiry welcome journeyPRG-33739 · Marketing Operations
    Goal Achievement and ExitBy Marketing Operations

Start with Email template approval

Inside a record

Connect lead activity to nurture

Open any program to see its engagements, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Status, Goal, Scoring model and Owner.

  2. 2
    Engagements

    Each line is linked to this program.

  3. 3
    Who works on it

    Sales Manager, Marketing Operations and Marketing Manager, each with their own permissions.

  4. 4
    Process stages

    Program Design and Program QA Approval, with the role that acts.

  5. 5
    Approvals

    Email Template Approval and Program QA Approval, with who decides.

Active ProgramsNew inquiry welcome journey
CRM + Marketing Automation · Programs

New inquiry welcome journey

Submit partner interest · Drip

Log activity
1
Record details
StatusApproved
GoalSubmit partner interest
Scoring modelInbound engagement model
OwnerSoraya Haddad
2
Engagements

New inquiry welcome journey

Engagement numberLeadLead record
ENG-36021Farah MenonMarina Cross
ENG-39329Leo DominguezEvan Haddad
ENG-57240Marina CrossMarina Cross
Engagements
6
3

Who works on it

  • Sales ManagerView email templates, Engagements, Goals, Lists, member step…
  • Marketing OperationsManage Members, program audiences, program exit rules, program…
  • Marketing ManagerManage email templates, Goals, Lists, Programs, scoring model…
4

Process stages

  • Program DesignMarketing Operations
  • Program QA ApprovalMarketing Operations, Marketing Manager
5

Approvals

  • Email Template ApprovalMarketing Manager
    Approved
  • Program QA ApprovalMarketing Operations
    Waiting
Example screen with sample data
Approvals

Review content and journeys

OverviewApprovals
CRM + Marketing Automation · Overview

Approvals

Signed in as Marketing Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PRG-46463New inquiry welcome journey
    Reply to sales outreachRequested by Ada Farouk
    Drip0dActions
  • PRG-66362Pricing interest nurture
    Request a product demoRequested by Inez Calderon
    Trigger1dActions
  • PRG-85036Event attendee follow-up
    Complete trial signupRequested by Jabari Cole
    Webinar5dActions
  • PRG-65155Dormant prospect reactivation
    Request a product demoRequested by Mei Tan
    Event6dActions

Who approves what

DecisionApprover
Email Template ApprovalHave Marketing Manager review the message and sender before content is used.Marketing Manager
Program QA ApprovalHave Marketing Manager review the audience, sequence and exits before activation.Marketing Operations
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens CRM + Marketing Automation to the work that is theirs. Pick a role to see what it starts with.

Sales Manager

Read-only on the marketing surface. Sees the Members generated against the team Leads and uses the MQL Handoff view to coach reps on incoming MQLs.

This is the first screen this role sees.

OverviewApproved Email Templates

Approved Email Templates

Email templates · Sales Manager

Template codeNameSubjectFrom emailVersionApproved by
WELCOME-GUIDEWelcome to the guideHere is your getting started guidehello@northcove.test910Felix Rowan
WEEK-ONEWhat teams do in week oneSee what your first week could look liketeam@northcove.test360Samir Bose
PRICING-LOOKA closer look at pricingA closer look at your pricing optionsevents@northcove.test860Ada Farouk
EVENT-FOLLOWUPYour event follow-upThanks for joining our sessionsales@northcove.test610Holly Mercer
DEMO-INVITEReady to schedule a demo?Would a short demo help?support@northcove.test50Soraya Haddad
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Understand each nurture result

Answer nurture questions from enrollment outcomes, execution history and scoring evidence.

Overview
CRM + Marketing Automation · Overview

CRM + Marketing Automation dashboard

This quarter

Email templates in view
6
Approved
6

Programs by status

How far records got this quarter

StageReachedStep
Draft32
In review928%
Approved222%
Active150%

Member count by status

Sample totals per stage

2.0k0
-3000Draft
-5000In review
-6000Approved
2.0kActive
2.0kPaused
Example screen with sample data
  1. 01Program Outcomes

    Which members achieved the goal, exited for another reason or completed the sequence, and how long did achieved exits take?

  2. 02Member Execution Review

    Which action recorded an error, and what does the history say happened to the affected enrollment?

  3. 03Email Engagement Review

    Which message and journey have recorded opens, clicks or replies?

  4. 04Rule Contributions

    Which rule contributed to the score, and which activity explains that contribution?

  5. 05MQL Register

    Which leads are marked MQL, who owns them and when was qualification recorded?

  6. 06Audience Membership Review

    Who participates in a list, and how were memberships added or removed?

  7. 07Suppression Review

    Which suppression requests were recorded, what caused them and when were they honored locally?

  8. 08Program Approval Review

    Which program needs the manager's decision or an activation check?

All reports and dashboards

Who it's for

Nurture for your lead sources

See how CRM + Marketing Automation fits your kind of team.

Webinar-led B2B teams

Use registration and attendance evidence to organize a bounded follow-up program with an explicit goal.

Content-led service teams

Connect content and inquiry signals to an explainable nurture policy without treating activity as a signed engagement.

Re-engagement marketing teams

Organize another nurture attempt around list eligibility, entry policy and a suppression rule that remains global.

Controls

Keep approvals and suppression visible

Each stage of program design to lead nurture names the role that acts and the status it records, so a change is never anonymous.

OverviewProgram design to lead nurture
CRM + Marketing Automation · Process

Program design to lead nurture

Each stage, the role that acts and the status it records

Process stages
12
Approval steps
2
Roles involved
5
Tables touched
16
Email Template ApprovalApproval
Marketing Operations, Marketing Manager
StatusDraft → in review → Approved
RecordsEmail templates
Program QA ApprovalApproval
Marketing Operations, Marketing Manager
StatusDraft → in review
RecordsPrograms
MQL Handoff
Sales Manager, Sales Rep
StatusWorking → MQL
RecordsScoring model, Leads
Program design to lead nurture
  1. Start
    Program DesignMarketing Operations
    Program exit rules
  2. Approval
    Email Template ApprovalDraft → in review → Approved
    Email templates
  3. Approval
    Program QA ApprovalDraft → in review
    Programs
  4. Step
    MQL HandoffWorking → MQL
    Scoring model
  5. Step
    Goal Achievement and ExitActive → Exited
    Program exit rules
Example screen with sample data

See each stage in detail

AI agent

Prepare the next cycle with Proto

Ask Proto to prepare nurture work and explain outcomes while keeping the manager\u2019s decisions with the manager.

It can

  • Marketing Operations' assistant: Inspect the audience conditions and both branch destinations, then prepare the member case to rehearse.
  • Marketing Manager: Prepare the content and program review with the message version, goal and prior decision context.
  • Sales Manager: Explain a lead's score from the permitted contribution trail and source activity before follow-up.
  • Marketing Systems Admin: Compare the opt-out request with the connected sending service's response and prepare the access review.

Stays with a person

  • Proto works through the authorized actor's permissions.
  • Marketing Manager makes the content and program decisions.
  • The team provides the real source identity and reviews unknown contact details.
  • Proto must preserve global suppression and keep each execution result attached to its member.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • CRM + Marketing Automation
  • email-send service
  • crm-leads
  • Forms and CMS
  • webinar platform
  • program webhook target
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 18 tables
18tables
  • Programs and Audiences6
  • Email Templates4
  • Member Execution6
  • Engagement Capture5
  • Lead Scoring6
  • Lists and Memberships6
  • Suppression and Access6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the first journey

    Marketing Manager chooses the goal and scoring policy. Marketing Operations defines the audience, sequence and exits. Agree where qualification continues in the connected CRM.

  2. Map identity and access

    Match known lead identifiers and preserve unknown contact details as blanks. Map staff identities to permission roles, then test editing, review and own-lead access with the operating accounts.

  3. Prepare the records

    Load goals, lists, scoring policy and reusable content before the program and its criteria and steps. Load suppression evidence before enrollment or sending. Check the content version and both branch destinations.

  4. Rehearse the decisions

    Follow template and program review through Marketing Manager’s approval. Inspect the deciding person and time, then verify the approved journey before activation.

  5. Inspect the operating cycle

    Test eligible and ineligible entry, capacity, a capped rule, a goal achievement and an opt-out. Follow each member through its cursor and action history. Reconcile the derived program summaries.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for CRM + Marketing Automation.

All questions
How do I get started?

Click Get started, then use Proto to configure CRM + Marketing Automation for your business. Pilot a known lead list, a nurture journey, reviewed email content and an agreed goal. Include a nonmatching lead and a suppressed lead in the rehearsal, then inspect the connected sending and qualification results before expanding.

What does the program owner decide?

Marketing Manager agrees the goal and scoring policy. Marketing Operations turns them into audience criteria, ordered actions and exit rules. Review the actual lead segment and branch destinations together before submitting the journey for approval.

Who approves email content and programs?

Marketing Manager decides through the content and program review lifecycles. Each approval keeps the deciding user and time with the record. Marketing Operations checks the approved journey before activation.

How do we review the message used by a program?

Follow the email action's template reference to its reviewed content version. Check the subject, sender, reply route, message body and postal address during the rehearsal. Compare the render with the approved content and inspect the sending result for the same member.

How does a lead qualify for enrollment?

Every audience condition must match for an active program. The capacity setting can produce a queued enrollment. Marketing Operations reviews the combined conditions and member state, with global suppression checked before further nurture.

Can we explain the lead score?

The contribution trail retains the points, running score, reason, rule and related activity. Marketing Manager agrees the matching policy and rule-fire caps; Marketing Operations inspects the evidence before sales qualification is reviewed.

How does the sales handoff work?

Connect crm-leads during setup for the profile feed and qualification writeback. Reconcile its acknowledgement to the same lead and check the owner who will follow up. Sales Manager and Sales Rep can then use the permitted marketing context for the conversation.

Can a suppressed lead re-enter a program?

A recorded global suppression blocks program email and re-entry even when the program permits another enrollment. Keep the request context and sending-service confirmation available for review. Continued list membership does not override that restriction.

What does the team need to agree about access?

Map each person's job to the configured permission role, then test the editing, decision and investigation actions with real accounts. Sales Rep's access must follow the agreed own-lead boundary. Review changes with Marketing Manager when responsibilities move.

What happens when a member finishes the journey?

An achieved goal exits the member with the achieved outcome and exit date. Another matching exit retains its reason, such as suppression or audience drift. A sequence that finishes without a goal or another exit is completed. Keep these results separate when reviewing the program.

Set up CRM + Marketing Automation your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appCRM + Marketing Automation

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.