Marketing tools that connect leadforms, leads, and segments
Capture leads from every leadform, segment your audience, track marketing expenses, and forecast with Prism FP&A—built for teams that need clarity from first click to final report.
Live campaigns
Paid Social
Events
Content
Affiliates
SEO
Lead forms
Track all your marketing campaigns
- See campaign name, dates, type, and status in one list so you always know what is running and when it ends.
- View how many leads each campaign generated and how much you spent—judge ROI at a glance.
- Open any campaign to manage the leads it created; add new leads or move them through your pipeline.
- Overview dashboards surface active campaigns, spend totals, and new leads so you can double down on what works.
Why it matters
Know which campaigns deliver results and which to pause or improve—so every rupee of marketing budget works harder.
Leads
Keep all potential customers in one place
- Every lead stored with name, contact, company, and status so nothing falls through the cracks.
- Visual board (New → Contacted → Qualified → Converted / Lost)—drag and drop leads and see your pipeline at a glance.
- Search and filter by name, status, source, or other details to pull up the right lead in seconds.
- Add leads in bulk from a spreadsheet to save data-entry time.
- Assign leads to your team so everyone knows who owns each opportunity.
- See the full story for each lead: contact details, address, notes, activities, and linked enquiries.
- Log calls, meetings, and notes; convert leads to clients and keep history intact.
Why it matters
Fewer lost leads, faster follow-up, and a clear view of who is responsible for each opportunity.
Segments
Group leads the way you need
- Create segments (e.g. “High-value leads”, “From website”, “Not contacted”) to target follow-up and campaigns.
- Each segment shows a count so you know the size of each group before you act.
- Run campaigns or lists based on segments so messaging stays relevant and response rates improve.
- Name and color segments so your team can quickly tell them apart.
Why it matters
Smarter targeting, better conversion, and clearer prioritization of leads and clients.
Marketing expense management
Track every marketing spend with full context
- Each expense gets a unique reference number so claims are easy to find, audit, and reconcile.
- Record branch, title, type, and purpose (“For”) to show exactly what the spend supported—ads, events, content, or agencies.
- Capture final amount in your base currency and INR for multi-currency teams and finance-ready reporting.
- Attach dates, notes, and receipt files so approvers have everything they need in one record.
- Track status from draft through submitted, approved, or paid—no more chasing spreadsheets for updates.
- Filter and report by branch, type, or period to see where marketing budget is going.
Why it matters
Marketing spend stays visible, auditable, and aligned with finance—so you control costs without slowing the team down.
Prism FP&A
Every number under control. Every future forecasted.
Marketing teams need more than campaign metrics—they need financial clarity. Prism FP&A gives you AI-powered forecasting and insights on a dedicated platform, so you can align spend with plans, explain variance to finance, and forecast with confidence.
- Centralize budgets, forecasts, and actuals in one live FP&A workspace
- Compare plan vs actual with dashboards, variance bridges, and trend analysis
- Model scenarios—expected, optimistic, and pessimistic—without spreadsheet chaos
- Upload actuals via CSV and build driver-based budgets by channel or cost center
- Professional reports for leadership: income statement, comparison, and correlation analysis
CFO onboarding support • Scenario modeling • Driver-based budgeting
Empower your marketing team.
Launch campaigns, nurture leads, control spend, and forecast the future—all from one connected stack.