Benefits That Transform Marketing Teams

Streamline your marketing workflow with powerful tools for collaboration, planning, analytics, and more.

Collaboratively organize and prioritize your marketing activities with visual planning tools that everyone on your team can understand at a glance.

Bring your entire organization together with shared calendars and clear visibility into who's doing what and when.

Track campaign performance with real-time metrics and beautiful charts.

Control access for admins, editors, and viewers to keep your data secure.

Make smarter marketing decisions by analyzing real performance data as a team, right alongside your plans.

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

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

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

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

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

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

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

Join the marketing teams who've improved visibility, alignment, and results with PlaybookM.