Strategic Marketing Planning
Collaboratively organize and prioritize your marketing activities with visual planning tools that everyone on your team can understand at a glance.
Benefits That Transform Marketing Teams
Streamline your marketing workflow with powerful tools for collaboration, planning, analytics, and more.
Company Alignment
Bring your entire organization together with shared calendars and clear visibility into who's doing what and when.
Analytics Dashboard
Track campaign performance with real-time metrics and beautiful charts.
Role-Based Permissions
Control access for admins, editors, and viewers to keep your data secure.
Data-Driven Decisions
Make smarter marketing decisions by analyzing real performance data as a team, right alongside your plans.
Mind the Gap
Visibility into Your Marketing Pipeline Coverage
PlaybookM gives you instant visibility into whether your planned activities will hit your goals. Stop wondering if you're doing enough and start knowing.
- Track coverage against quarterly booking targets
- See projected vs. required pipeline in real-time
- Identify gaps early with intuitive visualizations
Share the Knowledge
Keep Everyone in Sync with Shared Calendars
Eliminate the constant "what's happening this week?" questions. Generate shareable calendar URLs that anyone inside or outside your organization can access.
- Create custom shareable URLs with no login required
- Control exactly what information is shared
- Keep stakeholders aligned without endless meetings
Decide with Data
Make Data-Driven Investment Decisions
Know where to invest your marketing dollars with clear performance data. Stop guessing what's working and make confident investment decisions based on real results.
- Track ROI across all marketing activities
- Compare performance across channels and campaigns
- Optimize budget allocation with clear data visualization
Track Your Targets
Seamless Lead and Target Tracking
Connect your marketing activities directly to the leads and targets they're meant to engage. Monitor progression through the sales funnel from first touch to closed deal.
- Track individual lead engagement with marketing activities
- Measure conversion rates by campaign and activity type
- Build custom targeting segments based on engagement history
Company Insights
Comprehensive Company Profiles
Maintain detailed company profiles that connect to your target accounts, providing context for your marketing activities and enabling targeted account-based marketing strategies.
- Store key company information and stakeholder details
- Link marketing activities to specific target accounts
- Track engagement history across the entire account
Quickstart
CSV Import
Import your existing marketing activities from spreadsheets with our CSV import tool. Get your entire team's data into PlaybookM in minutes.
- Download our comprehensive CSV template with all 20+ required fields
- Fill in your existing activities using the sample data as a guide
- Upload and validate with intelligent field mapping
*CSV import functionality available for Admin users
Download CSV template
Data Export
Need your data for reporting or presentations? Export your marketing activities and analytics in various formats with a single click.
- Export to CSV or Excel formats
- Filter exports by date, type, or status
- Schedule automated exports to stakeholders
*Scheduled exports available on Editor and Admin plans
Ready to Transform Your Marketing Operations?
Join the marketing teams who've improved visibility, alignment, and results with PlaybookM.