Product/Marketing

Campaigns that know which clients they brought in.

Track a campaign through to the deal, the project and the revenue, because they are all in the same system. Attribution stops being a guess.

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zlyntoffice.app / pipeline
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18 open deals · $214k weighted
FilterAdd deal
DealOwnerValueStage
Northwind: retainer
Priya M.$36,000Proposal sent
Halberd: rebrand
Marcus H.$18,500Won 14 Sep
Bright Lane: audit
Ananya R.$7,200Discovery
Trellis Co: migration
Priya M.$52,000Negotiation
Okra Foods: support
Tom O.$4,800Qualifying
AIAsk: “Which won deals have no project or invoice yet?”
The old way

Attribution ends where the CRM begins.

Campaign tools report clicks and leads. What they cannot tell you is which of those became a paying client, what that client was worth, or whether the work was profitable.

Replaces: campaign trackers, spreadsheet attribution, CSV round-trips

TodayIn ZlyntOffice
Leads counted, not followedCampaign to revenue, tracked
Lists exported as CSVLists drawn from live records
Spend against clicksSpend against revenue
Separate tool, separate loginIncluded in the same system

What you get

Campaigns

Plan, budget and track each one against real outcomes.

Source to revenue

Every deal carries the campaign that produced it.

Audience lists

Built from client records, not a stale export.

Content calendar

What goes out when, and who owns it.

Referral tracking

Which customers send you work, and what it is worth.

Spend view

Cost per client acquired, per channel, without a model.

Connected to everything else.

What changes elsewhere in the business when something changes here.

Marketing → CRM
Leads arrive tagged

Source and campaign travel with the lead into the pipeline.

Marketing → Finance
Real cost per client

Spend compared against revenue actually invoiced.

Marketing → Clients
Who you already know

Existing relationships excluded from prospecting by default.

What AI can do with it

Three questions your assistant can answer about growth.

Which channel brings profitable clients?

Crosses campaign spend with invoiced revenue and project margin.

Draft this quarter's client update

Uses real delivery data rather than generic copy.

Who should we ask for a referral?

Finds long-standing, profitable, happy clients from the record.

Access is scoped per connection and logged. See how permissions work →

Marketing questions

Not yet. It plans, tracks and attributes them; sending happens in your email tool, with results recorded here. Native sending is on the roadmap.

Related
One plan, every module

Know which marketing actually pays.

$5 per user a month, 14 days free. Import from a spreadsheet and be running this afternoon.

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