Ten capabilities,
one campaign loop.
Each capability holds the same brief and brand voice, so the email subject, the LinkedIn post, and the gated white-paper all sound like the same company. Below: what each does, and why it matters.
Brief once. Ship the whole campaign.
Write a one-page brief: audience, objective, channels, key message, tone. CRM.care produces the strategic plan, every email, every social post, every landing-page block, gated content — all consistent with the same brief and your brand voice.
Brand voice is a workspace setting that propagates everywhere. Edit it once and every generator adapts.
AI tools generate fragments. Marketing teams need consistent campaigns. The difference is that CRM.care holds the brief and brand voice in the system prompt of every generator — so the email subject, the LinkedIn post, and the gated whitepaper all sound like the same company.
One click into AE, tagged correctly.
Email templates push directly into AE with the right campaign tagging. Segments publish as static lists. Engagement Studio program build-guide. Phase 12.5's send-count read-back populates after the program runs.
Customer-supplied AE templates are supported — your brand colours and footer; we provide the body blocks.
AE's API is a real piece of work to integrate against (v3 / v4 / v5 mixed surfaces, business-unit-id chicken-and-egg, dual auth domains). We solved that once. You don't have to.
Live from Salesforce, on the Results tab.
Absolute / Direct / Indirect attribution per campaign, computed from Salesforce CampaignMember + Opportunity + ContactRole tables in real time.
Roll-up across campaign hierarchies (parent + children sum together). PCS audit to back-fill missing primary-campaign-source on opportunities. External SF parent picker for legacy attribution structures.
Marketo and Pardot ship great pre-send tools but stop at the send. CRM.care wraps the loop on either side: pre-send asset generation, post-send attribution roll-up. The 'Three Degrees' model captures direct + influenced pipeline in one view — the question CFOs actually ask.
The moat that compounds with usage.
Every email's structural fingerprint matches against your past campaigns. Predicted open rate band shows from your third email onwards.
Cold-start state explicitly tells you 'predictions kick in once you have N+ emails' — a fresh install can't predict; a six-month CRM.care customer's predictions become genuinely useful.
A Claude prompt has no dataset to anchor on. Marketo's benchmarks are industry averages, not yours. CRM.care's predictions are calibrated against your team's actual past campaigns — which compounds the moat the longer you use it.
Catches the issue before launch, not after.
When a campaign moves to in-progress, CRM.care runs the pre-launch checks: email preflight (subject length, link health, brand-voice deviation), calendar coverage (forgot to schedule a send?), AE quota projection, Salesforce sync state.
All-clear proposals auto-resolve so the inbox isn't cluttered with 'everything's fine' notes. Fails and warns stay pending.
MCPs don't notice things — they answer when asked. The watchdog is the simplest example of 'CRM.care noticed' vs 'I asked Claude'. Catches forgot-to-schedule errors hours before they'd become Monday's problem.
Standing rules that fire without prompting.
Friday CMO brief — 200-word narrative summary of what shipped, what's at risk, what's queued. Email-delivered to leadership.
Drift detector — monthly month-over-month comparison of avg open rate, campaign volume, cadence. Surfaces shape changes before they become trends.
Inbox where every standing-rule output lands so a Monday morning is one place, not a digest scavenger hunt.
The clearest 'colleague vs tool' difference. Tools wait for instructions; colleagues notice things and tell you. The Friday brief writes itself; you don't have to remember to ask.
Save a quarter's launch as a template.
Cadence templates capture brief + email shape + calendar offsets. Spawn the next quarter's launch in two clicks.
Hierarchy templates clone parent + N children with one action — 'every product launch parent gets the same six children: teaser, launch, webinar, social-paid, ABM, retention.'
Saved templates are workspace-shared and version-controlled.
The fifth template a team creates is the moment CRM.care stops being 'something we're trying' and becomes 'how we work'. Encoded patterns are compound switching cost: the longer you use it, the harder it is to migrate elsewhere.
Built for small marketing teams.
Roles (admin / operator / reviewer), invite-by-email with auto-claim on first signup, multi-reviewer approval workflow with auto-advance.
Comment threads on campaigns, strategy plans, briefs, individual email blocks, segment rules. Single-level threading, markdown bodies, @-mentions notify by email.
Presence indicator shows who's looking at the campaign right now. Per-user activity audit on every mutation.
Most B2B AI tools are built for solo users with seats stapled on. CRM.care's collaboration model is the foundation, not an afterthought — every mutation is role-gated, every comment is threaded, every reviewer decision is audit-trailed.
Knows your edition. Suggests delivery shapes that fit.
Reads your AE edition (Growth / Plus / Advanced / Premium) on connect; maps to the published monthly send ceiling.
Forecasts queued sends from in-progress campaigns: 'Your campaigns project ~8,400 sends; Plus tier caps at 25,000. Plenty of headroom.' Or: 'Projected 27,000 — over your cap. Defer the retention nurture or trim the list.'
Salesforce won't ship an MCP that suggests sending less — not in their interest. A vendor outside Salesforce can credibly say 'this campaign would push you over your quota' without conflict of interest. Niche-but-high-value where it lands.
Read, ask, mutate — with undo.
Slide-in drawer (⌘K) — read your portfolio, ask questions, request mutations. Every mutation is a tool-call with an audit-trail entry and a one-click undo.
Per-tool permissions: 'auto', 'ask', or 'off' — you decide what the assistant can do without confirmation.
Reviewers see the assistant transcript but can't send turns (every turn may mutate). Operators and admins drive.
The assistant is a productivity layer, not the product. The product is the campaign loop. The assistant is what makes the loop fast — but every mutation it makes lands in the same audit trail as a human one, with the same undo affordance.
See it driven through a real campaign.
The full loop takes 30 minutes. Free 7-day trial, no credit card.
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