Talk to us

Turn the idea
into a shared campaign.

Plan campaigns on a board with editable stages, owners, audiences, and status. Track the work across email, social, and sequences against the same customer records.

Talk to us

Give every good idea a plan.

All
6
Drafts
2
Scheduled
1
Live
2
Completed
1
Sent, last 30 days
2,460
38.2% of emails opened

  1. Planning3

    • Customer workshop Scheduled
      Sam Patel Email 1Social 2

      Next send Oct 28, 9:00 AM

    • Holiday gift guide Draft
      Priya Raman Nothing linked yet

      Nothing scheduled

    • Referral thank you Draft
      Ethan Brooks Email 1

      Nothing scheduled

  2. In progress2

    • Autumn product notes Live
      Maya Chen Email 2Social 1

      840 sent · 38.2% opened

    • Welcome series Live
      Nora Ellis Email 3SMS 1

      620 sent · 42.1% opened

  3. Completed1

    • Spring field notes Completed
      Maya Chen Email 2Social 3

      1,000 sent · 34.5% opened

Illustrative sample records. Not a live workspace.

Every campaign is a record.

Campaigns connect the channel work to the contacts and leads your business already runs on.

  1. A portfolio of real records

    Campaigns have owners, status, and steps inside the same workspace as your customer data.

  2. One audience context

    Build campaign activity around the contacts and leads your sales team already knows.

  3. Control stays in the workflow

    Campaign actions follow workspace permissions and the relevant confirmation controls.

Campaign

Autumn product notes

Live
Owner
Maya Chen
Stage
In progress
Status
Live
Dates
Oct 20 to Oct 31
  • EmailAutumn product notesSent Oct 22, 9:01 AM
  • SocialNorthstar Studio on LinkedInPublished Oct 22, 10:20 AM
  • EmailAutumn reminderScheduled Oct 26, 10:00 AM

AudienceContacts and leads

  • Dana WhitfieldHarbor StudioLead
  • Luis OrtegaCedar SupplyContact
  • Jamie KimJuniper LabsContact

Before it goes out

The whole portfolio, in one line.

Each row is one campaign. The line runs from Draft to Completed, and the dot shows where that campaign stands right now.

  1. Holiday gift guidePriya Raman Planning No dates
  2. Referral thank youEthan Brooks Planning No dates
  3. Customer workshopSam Patel Planning Oct 28 to Nov 4
  4. Autumn product notesMaya Chen In progress Oct 20 to Oct 31
  5. Welcome seriesNora Ellis In progress Oct 1 to Oct 31
  6. Spring field notesMaya Chen Completed Sep 1 to Sep 15

From the idea to the results.

  1. Set up the campaign

    Define the work, responsible owner, and intended audience.

  2. Coordinate the message

    Prepare the campaign across the channels it needs.

  3. Follow its progress

    Review status and results alongside the customer record.

Make the portfolio yours.

Three fields added in Studio, shown as table columns.

  1. A "Budget owner" field

    Record who answers for each campaign spend.

  2. A "Channel" dropdown

    Offer Email, Social and Events so you can group results.

  3. Required "Goal"

    Make a goal field required before a campaign is saved.

Ways to tailor Campaign Portfolio

  • Fields and layout in Studio

    Add campaign fields such as budget owner or channel, and present campaigns as the board or table your team prefers.

    See Studio

  • Roles and permissions

    Decide who can see, create and change campaign portfolio, down to records and fields, with custom roles.

    Every paid plan See Users and Roles

  • Agaro Agent

    Ask about your campaign portfolio in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    When campaign portfolio needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules

  • App Builder

    Build a website, document, slides or internal app next to your campaign portfolio, described in plain words.

    Every paid plan See App Builder

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Inside Campaign Portfolio.

  1. Campaign portfolio

    Coordinate campaign stage, owner and the messages attached to the work.

  2. Email and analysis

    Review email campaigns and their analysis within the campaign workspace.

  3. Shared connections

    Use the connected senders your workspace has configured and authorized.

The channels around a campaign.

A campaign has a purpose before it has a channel.