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Sales & Marketing Hub · Feature guide

Sales & Marketing Hub: complete CRM and campaign guide

Follow the full Hub workflow for CRM profiles, campaigns, consent, email, content, service, scoring, automation and connected client work.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Marketing → Hub overview; installed label: Pixie Sales & Marketing Hub

Permission

Hub viewing plus the relevant management, independent review, publication, delivery and native record capabilities

Before you begin

Use this library in the selected company workspace. The Hub complements existing operations and native records. Availability follows your configured modules and permissions.

Follow these steps

  1. Confirm access and separate author, reviewer, publisher and delivery responsibilities. Start with one resource draft and verify its saved revision.
  2. Find authorised contacts, companies or leads. Maintain lifecycle, score and health, and record marketing permission only with verified evidence for the current email address.
  3. Build campaigns and attach resources. Prepare segments, emails, public forms/pages, surveys or service references, then complete the independent review and publication process.
  4. Dry-test sequences, workflow branches and scoring. Use the canvas, execution windows, goals, future-event enrolment and run controls deliberately.
  5. Use Client workspace and original native tools for shared follow-up work. Inspect reports and queue receipts, and verify external results separately from previews or rehearsals.

Fields and options

Resource families
Campaigns, audience segments, marketing emails, sequences, playbooks, workflows, landing pages, blog posts, forms, SLA policies, knowledge articles, feedback surveys and scoring models.
Authoring tools
Visual content blocks, desktop/mobile preview, revision comparison, duplication, definition export and the journey canvas.
Operational tools
Campaign results and Launch Rehearsal, delivery queue, enrolment history, Intelligence desk, deal-risk signals, Hub analytics and Connected workspace.

Rules and limits

  • Approval, publication, live enrolment and email delivery are separate actions. Editing invalidates approval.
  • An enquiry is not automatic CRM creation or marketing consent. A draft activity is not a sent email.
  • The Hub does not provide paid-ad buying, external AI prediction or social-network publishing; Social Media Automation has its own library and provider controls.

Check the result

  • Use the grouped task index to verify every feature you intend to enable.
  • Confirm a dry test made no live changes and a deliberate live action has its own original record or receipt.

If something does not look right

  • If a dependent native tool is unavailable, check activation and source permissions rather than assuming the Hub installs it.
  • Use the troubleshooting guide for revision, independent review, dependency, consent and worker problems.

Common questions

Is the Hub the same as Social Media Automation?

No. The Hub covers CRM, campaigns, content and controlled automation; social accounts and publishing belong to the separate Social module.

Does published mean sent?

No. A published email or workflow still needs an authorised delivery or enrolment action.

Complete task index

Choose the task you need. Each guide includes its screen route, access requirements, steps, result checks and troubleshooting.

Start and govern

Find the Marketing Hub and set staff permissionsOpen the correct Hub workspace and understand which permissions control records, resource editing, review, publication and delivery.Create, find and edit Hub resource draftsSave a campaign, email, audience, workflow or content resource, then find it again without publishing it by accident.Review, publish, pause and restore Hub resourcesMove a draft through independent review and publication, and understand what pausing or archiving actually stops.Compare revisions, duplicate drafts and export Hub resourcesReview what changed, reuse approved ideas as new drafts and export an accessible resource definition for reference.Resolve Hub permissions, approval, delivery and workflow errorsFind the affected layer, preserve the current resource revision and resolve the actual cause before repeating an action.

CRM and audiences

Manage contact, company and lead lifecycle profilesFind existing CRM records and maintain Hub lifecycle, score and health without creating a second customer database.Log Hub activities and manage shared native tasksRecord calls, meetings and notes, prepare drafts and create follow-up tasks with the correct native task handoff.Record marketing permission and respect unsubscribe requestsRecord evidence for the current recipient address and understand why suppressed addresses cannot be re-subscribed through the Hub form.Build audiences and preview matching CRM recordsCreate reusable contact, company or lead criteria and inspect the full authorised matching count before using an audience.

Campaigns and email

Create campaign plans, budgets and measurable goalsGive a campaign a clear objective, original-currency budget, dates and an operational goal your team can actually verify.Attach campaign assets and review observed resultsBring the right emails, forms and workflows into a campaign without copying them, then inspect the outcomes the Hub records.Write and personalise a marketing email draftPrepare the subject, inbox preview and body, using supported personalisation fields with useful fallback text.Select recipients and schedule approved Hub emailQueue a published marketing email for explicitly selected eligible contacts or leads, immediately or at a future UTC time.Monitor, reschedule and cancel Hub email deliveryUnderstand queue outcomes, change a queued schedule and handle uncertain SMTP results without creating duplicate messages.Enable or pause the Hub outbound email boundaryReview the connected workspace and explicitly control whether approved queued marketing email may use the existing SMTP transport.

Content studio

Build email and page content in the design studioArrange supported content blocks, choose a theme and save a structured design without writing HTML or changing a live publication.Preview content and resolve design quality checksCheck the content your audience will see and distinguish a publication blocker from useful design advice.

Public content and service

Create a lead capture form and review private submissionsPublish a branded enquiry form, collect the required privacy acknowledgement and read submissions without silently creating CRM records.Publish landing pages, blog posts and knowledge articles with SEO metadataBuild useful public content, set its search title and description, and decide which published pages can appear in the module sitemap.Create NPS and CSAT feedback surveysAsk a focused customer feedback question, publish the survey and review individual responses with privacy controls.Document service response and resolution targetsCreate a reviewed service policy with priority, response and resolution targets that your team can reference consistently.

Sales and automation

Build sales follow-up sequences and playbooksPrepare repeatable internal follow-up steps and sales guidance without treating a draft activity as a sent email.Build a branching CRM workflow with approved dependenciesConfigure conditions, profile changes, scoring, follow-up work and approved email queueing in a valid workflow graph.Edit and rehearse workflows on the visual journey canvasArrange workflow steps, connect branches and test the current canvas before saving a reviewed automation draft.Set future-event workflow enrolment and re-enrolment rulesStart approved workflows from new CRM events while controlling eligibility, ownership and repeated enrolment.Set workflow execution hours and completion goalsKeep workflow actions within a chosen local-time window and stop a journey when its completion criteria are met.Test, enrol and control workflow or sequence runsSeparate dry tests from live enrolment and use run history, pause, resume and cancellation without losing the execution context.

Intelligence and reporting

Create explainable fit and activity lead scoring modelsCombine explicit profile rules with recent completed Hub activity and review the score calculation before applying it.Assess records and apply reviewed scores in Intelligence deskExplain a record’s score, deliberately update its profile and create a permitted follow-up task when the evidence supports it.Review deal follow-up risk with Revenue Rescue and Deal RadarPrioritise visible open deals using explicit missing-date and stale-activity signals, then inspect the original deal before acting.Rehearse a campaign before launchCheck a bounded sample of campaign assets, recipient eligibility and workflow branches without publishing, enrolling or sending.Use connected Sales deals, Hub analytics and workspace statusMove between the native deal workspace and Hub reporting while keeping campaign counts, sales metrics and connection status in their proper context.

Connected client work

Use the shared client workspace across CRM and SalesOpen one permission-aware view of a client’s existing tasks, sales work, documents, finance, projects and email without copying the source records.Create client tasks and reminders, and open original documentsHand follow-up work to native Tasks, set timed reminders and reach permitted letters, contracts and compliance evidence from the client workspace.Review client email and prepare a reply in the existing mailboxFind authorised client messages and save a composed email or reply as a native mailbox draft for final review.