Marketing & Reputation
Ad campaign planner
Ad campaign planner — part of Marketing Automation.
This page is public — no account required to read features.
Part of Marketing Automation
Ad campaign planner lives inside SerapisERP Marketing Automation. Internal campaign records and creative tracking.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Marketing Automation on for orgs that need it — leave it off for everyone else.
Because ad campaign planner sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Ad campaign planner
Internal campaign records and creative tracking.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Marketing Automation permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Ad campaign planner sold separately?
No. Ad campaign planner is part of Marketing Automation. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Ad campaign planner?
Enable Marketing Automation for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Ad campaign planner share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.