Features

Six connected capabilities that link campaign planning, budgets and actuals, approvals, and sales context in one workspace.

Manage campaign costs, workflows, and monthly plans for each marketing initiative.

Explore project management

Track KPIs, risks, and monthly comparisons across multiple projects in one program view.

Explore portfolio management

Manage monthly budgets and actuals for media, labor, and outsourcing in spreadsheet and chart views.

Explore budget management

Visualize project relationships on a map and track budget transfers by cost type.

Explore customer journey

Manage companies, contacts, and deals while keeping sales context close to project work.

Explore CRM management

Manage approval templates, applications, and organization or contractor master data.

Explore approval workflows

Feature comparison

Feature	Primary use	Best for
Project Management	Plan, cost, and run individual initiatives	Campaign owners and project leads
Project Portfolio Management	Cross-project KPI and risk visibility	Marketing leaders and PMO teams
Budget and Actuals	Monthly budget and actual control	Budget owners and marketing ops
Customer Journey	Relationship mapping and budget transfers	Brand, CX, and strategy teams
CRM Management	Sales touchpoint and deal organization	Sales and marketing alignment teams
Approval Workflows and Organization	Requests, approvals, and master data	Managers and operations teams