The AI
marketing
operator that
closes the loop.

Brief it once. crm.care produces the strategy, drafts every asset, publishes to Account Engagement in one click, and reads Three Degrees of Attribution back from Salesforce — so the path from brief to pipeline-influenced closes inside one place.

Start 7-day free trial → See the 30-min loop
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Capabilities

Eight things it does
before lunch.

Every capability is wired to the same campaign object. Brief once and the brief threads through all of them — strategy, copy, calendar, segments, attribution. Edit the brand voice on one tab and every generator adapts.

01

Strategy that streams

A 9-section strategic plan generated live from your brief and the memory of your last six campaigns. Approve and it joins memory.

/strategy
02

Email, AE-ready

Table-layout HTML with inline styles, segment-aware tokens, preview + raw HTML toggle. Publishes to Account Engagement in one click.

/email
03

Social, platform-native

Per-channel copy for LinkedIn, X, Facebook, Instagram. One-click AI image per post. Length, tone and CTA matched to each platform's conventions.

/social
04

Six-week calendar

Claude sequences the rollout into a calendar by channel and audience. Drag any event. Colour = campaign, two-letter tag = medium.

/calendar
05

Segments in AE syntax

Audience rules in Prospect.* form. Primary list plus three look-alikes. Publishes as a static list to Account Engagement.

/segments
06

Gated assets, in-depth

2,500–4,000-word white papers, guides, playbooks, checklists. Brand-voiced. Save as PDF; gate on AE form.

/assets
07

Three Degrees of Attribution

Live from Salesforce: campaign-influenced opportunities at first, second and third degree. PCS audit closes the gap when fields are missing.

/results
08

Brand voice that threads

The identity every generator uses. Edit once on one tab — every email, post, asset, segment description adapts on the next generation.

/brand-voice
How it works

The 30-minute
campaign loop.

From brief to Account Engagement, with a Salesforce attribution feed already pointed back at the campaign you just shipped. Every step is editable; every step writes to memory.

Step 01

Brief.

Audience, key message, channel mix, must-includes, must-avoids. Two paragraphs is plenty.

0–3 min
Step 02

Strategy.

Nine-section plan streams live, citing prior campaigns. Edit any section. Approve to memory.

3–9 min
Step 03

Drafts.

Emails, social, gated asset, calendar, segments — every artefact in parallel, brand-voiced.

9–22 min
Step 04

Publish.

Push to Account Engagement: emails, segments, the parent campaign object. Hierarchy mirrored.

22–28 min
Step 05

Loop closed.

Salesforce attribution reads back. Three-degree influence on the Results tab as data lands.

28–30 min · then live
In the product

What it
actually looks like.

Honest screens from the app. The whole platform is one workspace — every artefact lives on a campaign, every change writes back to memory.

/strategy

Strategy that streams.

Brief in, nine-section plan out — token by token, citing prior campaigns. Every section is editable; approving the plan writes it to memory.

app.crm.care / campaigns / mid-market-ae-expansion / strategy
Campaign · MMAE-024
Mid-market AE expansion · Q3
Streaming · §6 of 9
§01
Audience & ICP

Operators at 200-2000 FTE B2B SaaS firms running Account Engagement on a single business unit. Director-of-marketing and below; technical buyer not on the call.

cited · MMAE-018, MMAE-021
§02
Key message

"You've already paid for AE. crm.care is the operator that finally closes the loop from brief to pipeline-influenced — without replacing the platform you trained your team on."

§03
Channel mix

Primary: 4-step nurture to a curated AE list. Secondary: LinkedIn DR + a gated playbook on closing the attribution gap. Tertiary: webinar with one customer story.

§06
Asset hierarchy ·· streaming

One pillar — a 3,200-word playbook on three-degree attribution — gated behind an AE form. Three derivative emails sequenced T+0 / T+4 / T+9, each linking back to the playbook with a different excerpt as the lede▍

§07
Calendar & cadence
§08
Segments & lookalikes
§09
Success metrics & review
/email

Email, AE-ready.

Inline-styled HTML, segment-aware tokens, preview + raw toggle. One click pushes to AE.

app.crm.care / … / email / nurture-step-2
/calendar

Six-week calendar.

Sequenced by channel and audience. Drag to reschedule. Colour by campaign, two-letter tag by medium.

app.crm.care / campaigns / calendar
W23
EMPillar send
LIDR post · Tier-2
W24
EMStep-2
WBWebinar push
LICustomer quote
W25
EMStep-3
WBLive
W26
SARecap asset
EMRecap
Email LinkedIn Webinar Asset
/results

Three Degrees of Attribution.

Live from Salesforce. First-, second- and third-degree influence on one screen, with a PCS audit flagging accounts where the data is missing — so you fix the gap, not just the number.

app.crm.care / … / results
First degree
$284k
14 opps · primary touch
Second degree
$612k
31 opps · campaign-influenced
Third degree
$1.4m
68 accounts · 90-day window
PCS audit
12
accounts missing primary source
Top influencing campaigns · last 90 days1°2°3°
MMAE-024 · Mid-market AE expansion$148k$292k$641k
RX-018 · Reactivation, Tier-2$84k$201k$420k
EVT-Q3 · Analyst-day push$52k$119k$339k
/portfolio

Coaching, on the portfolio.

A coaching-style synthesis of what's working, what's drifting, and one concrete thing to try this week — grounded in your campaigns and the patterns the local checks already detected.

app.crm.care / campaigns / portfolio
Portfolio coaching summary

Generate a coaching-style synthesis of what's working, what's drifting, and one concrete thing to try this week. Grounded in your campaigns and the patterns the local checks below already detected. Cached after generation — only re-runs when you ask.

◎ Active campaigns
3
—
✦ Approved & shipping
3
3 complete
▤ Template-driven
0
3 ad-hoc
▦ With performance
3
0 pending
Status mix
How active campaigns are distributed across the lifecycle.
● Draft
0 · 0%
● In review
0 · 0%
● In progress
0 · 0%
● Complete
3 · 100%
Channel distribution
Channel touches across active campaigns. 11 total touches.
Email
3 · 100%
LinkedIn
3 · 100%
Webinar
2 · 67%
Landing
2 · 67%
Paid search
1 · 33%
/images

On-brand images, generated.

Every social post and asset gets a matched image — generated with OpenAI Image-2, conditioned on your brand voice, palette and prior visuals.

app.crm.care / … / social / image
openai · image-2 Brand · Mid-market B2B Regenerate · 4 ↻
Brief
"Editorial hero for the three-degree attribution playbook — high-contrast, monochrome, geometric, no stock figures."
SELECTED
Conditioning Voice · Palette · 14 prior assets
/assets

Assets, in parallel.

One brief; the gated playbook, three derivative emails, four social posts, segments and calendar — drafted in parallel.

app.crm.care / … / generate
Run · MMAE-024 / 2
Generating 9 artefacts in parallel
6 of 9 complete
✓Strategy plan9 sections · 2,140 tokens
✓Pillar playbook3,240 words · gated
✓Email · step 1subject A/B · 1,284 tokens
✓Email · step 2segment-aware
✓LinkedIn · 4 postsplatform-native
✓Brand images · 4image-2 · conditioned
Email · step 3 streaming · 480 / ~1,300
Segments · primary + 3 lookalikes Prospect.* rules
○Calendar · 6 weeksqueued
Elapsed · 4m 12s ETA · ~3m Cost · $0.42
Where it sits

Why not the
obvious alternatives.

You've already paid for Salesforce and Account Engagement. The question isn't whether to add another tool — it's whether this tool is the one that finally connects the brief to the pipeline.

vs. raw Claude / ChatGPT

Generic models don't know your campaigns.

A raw model writes good copy in a vacuum. crm.care wraps your brand voice, your campaign memory, your AE syntax and your Salesforce object model into every generation — and ships output the platforms can actually consume.

crm.care is opinionated infrastructure. Raw Claude is a blank prompt.
vs. Salesforce MCP

MCP gives you access. Not authorship.

The Salesforce MCP server lets an agent query objects. It doesn't write your strategy, draft your assets, or sequence your calendar. crm.care is the operator on top — wired to AE, to your hierarchy, and to a campaign-memory store that learns.

crm.care is the operator. MCP is the cable.
vs. doing it in Pardot directly

The platform doesn't draft.

Account Engagement is excellent at orchestration and lousy at authorship. crm.care doesn't replace Pardot — it sits on top, drafts the work the platform expects you to bring, and publishes back into the same campaign object. AE keeps doing what AE does.

Authorship + orchestration, not authorship or.
Pricing

Three tiers,
monthly, in dollars.

Seven-day free trial on every plan. No credit card. Cancel any time during the trial and the workspace is deleted. Bills are monthly, in USD. Sales tax added at checkout where applicable.

Solo
$150/ mo

For the marketer-of-one running paid AE on a single brand. Everything you need for one campaign at a time, with the full attribution loop.

  • 1 active campaign at a time
  • 1 brand voice profile
  • 1 AE business unit
  • One-click AE publish
  • Three Degrees attribution
Start free trial →
Most teams
Team
$400/ mo

For a marketing function running a portfolio of campaigns. Brand voice library, multi-campaign memory, approval flow, comments and presence.

  • Unlimited campaigns
  • 5 brand voices · 5 seats
  • Approval flow + comments
  • Portfolio insights + memory
  • PCS audit on every campaign
Start free trial →
Growth
$800/ mo

For agencies and multi-brand operators. Multi-tenant workspaces, per-client billing, SSO, audit log, and elevated AE rate limits.

  • Everything in Team
  • 10 workspaces · 15 seats
  • SSO (Okta, Azure AD)
  • Audit log + role hierarchy
  • Priority support · 99.9% SLA
Start free trial →
FAQ

Seven questions,
asked and answered.

Specific to operators. If you've got a question that isn't here, the team email is in the footer.

01 Does it replace Pardot / Account Engagement?
No. crm.care sits on top. AE keeps doing what AE does — orchestration, lists, dynamic content, send. crm.care drafts the work AE expects you to bring (emails, segment rules, asset gating), publishes back into the same campaign object, and reads attribution back from Salesforce. You keep your AE skills and your AE platform.
02 How long does setup actually take?
Under four minutes for the AE connection (OAuth + business-unit pick) and three minutes for the Salesforce side (PCS field check + a one-time campaign hierarchy mirror). After that, briefing your first campaign is the first thing you do — no implementation phase.
03 Where does the brand voice come from?
You write it once on the Brand Voice tab — value props, voice samples, do/don't lists, target industries, proof points. Every generator concatenates it into the system prompt. Edit it on one tab and every email, post, asset and segment description adapts on the next generation. The Growth tier supports multiple voices for multi-brand operators.
04 What does "Three Degrees of Attribution" actually mean?
First degree: opportunities where this campaign was the primary touch. Second degree: opportunities where this campaign appears in the campaign-influence list. Third degree: opportunities for accounts where any contact engaged with the campaign in the 90 days before opportunity creation. PCS (Primary Campaign Source) and CIA (Campaign Influence Algorithm) audits flag accounts where the data is missing so you can fix the gap, not just the number.
05 What happens to my data?
UK-hosted. Drafts and brief data live in crm.care. Salesforce and AE data is read on demand and never mirrored — we hold IDs and aggregates, not records. Generations use Anthropic Claude with zero data retention enabled. You can export and delete a workspace from settings; deletion is hard, immediate, and audit-logged.
06 Is the trial really free? Really no card?
Yes. Seven days, no card, full feature surface (capped at three campaigns). At day seven, your workspace either upgrades or freezes — frozen workspaces stay readable for 30 days, then are deleted. We email you on day five and day seven. There is no auto-charge.
07 Who's behind it?
Built by floWolf — a Salesforce Platinum-tier implementation partner with Account Engagement headless/360 certification. UK-based, EU coverage. The product was forked out of FloMar, our internal marketing companion, after we'd been running it on our own pipeline for two years.

Brief a campaign.
Ship it tomorrow.

Start 7-day free trial → Talk to the team
No card · Cancel any time · UK-hosted