Product & Marketing
XBuddy Product & Marketing is where your non-stock catalog lives and where demand gets generated. It manages the commercial catalog of services, subscriptions, digital products, and bundles, gives you an AI-assisted content library, and runs campaigns whose cost and revenue are measured all the way back to the channel that produced each lead — through simple tracking links, not an ad-platform integration.
Who uses it: marketers planning campaigns, content teams producing and generating collateral, product managers maintaining the catalog, and revenue leaders reviewing ROI and attribution. Because leads flow into CRM and products flow into Sales, marketing spend can be traced to closed revenue — not just clicks.
Key Features
- Product & Service catalog for non-stock sellables: service, subscription, digital, bundle
- Content Library organizing reusable marketing assets and source material, indexed for AI retrieval
- AI Content Generate producing on-brand copy from a topic, optionally scoped to specific library sources
- Content Pieces with a review lifecycle (draft → review → published → archived)
- Campaign planner with budget, schedule, target audience, and channel assignment
- Marketing channels as shareable UTM tracking links — no ad-account connection required
- Lead scoring across engagement, demographic, behavioral, and campaign signals, feeding a Hot Leads shortlist
- Campaign ROI and multi-touch Attribution reporting back to the originating channel
- AI Hub with the Marketing Strategist and Lead Qualifier assistants
Important features
Full feature reference
| Nav item | What it does |
|---|---|
| Overview | Marketing dashboard with campaign KPIs, lead volume, content output, and a chart of leads by channel. |
| Product Catalog | Master catalog of non-stock sellables (service/subscription/digital/bundle) surfaced to Sales via the unified picker. |
| Content Library | Repository of reusable marketing assets and source material, indexed so AI content generation can retrieve them. |
| Content Pieces | Individual content items (emails, posts, landing copy) moving through draft → review → published → archived, ready to attach to campaigns or export. |
| Content Generate | AI copy generator that drafts on-brand content from a topic and library context, scoped to selected sources if you choose. |
| Campaigns | Campaign planner with budget, schedule, audience, and channel assignment; the container for content and spend. |
| Hot Leads | Leads scored grade B or above (≥ 80) under the default scoring model — the auto-curated shortlist for immediate follow-up. |
| Lead Scoring | Rule engine assigning weighted points across engagement, demographic, behavioral, and campaign signals, driving the Hot Leads list. |
| Marketing Channels | Registry of UTM tracking links (email, social, ads, referral, QR, etc.) whose clicks and conversions attribute leads to a source. |
| Reports | Marketing reporting hub: lead volume, conversion, content performance, and channel mix with CSV export. |
| Campaign ROI | Report comparing campaign spend against attributed pipeline and closed revenue to measure return. |
| Attribution | Multi-touch attribution mapping leads and revenue back to originating channels via UTM/click data from tracking links. |
| AI Hub | Run Marketing AI assistants (Marketing Strategist, Lead Qualifier) and review their suggestions. |
| Workflows | Automation for marketing events — e.g. add a hot lead to a nurture sequence or notify sales on a high score. |
| Settings | Configure catalog types, channel presets, lead-scoring weights, data scope, and marketing master data. |
Integration points
| Connects to | How the data flows |
|---|---|
| CRM | Scored leads flow into the CRM pipeline; hot leads convert to deals carrying their score and source channel; the same score shows on the lead’s CRM detail page. |
| Sales | The non-stock product catalog and pricing surface directly in the Sales line-item picker for quoting; quotations can be filtered or created directly from a scored lead. |
| Communications | Connected email/ad channels feed click and UTM data used for channel attribution. |
| Analytics | Campaign and attribution metrics roll up into cross-app analytics dashboards. |
Related AI agents
| Agent | What it does |
|---|---|
| Marketing Strategist | Reviews campaign performance and channel mix, recommends budget shifts, and drafts content or campaign ideas. |
| Lead Qualifier | Scores and prioritizes incoming leads, proposes the next best action, and flags the ones worth immediate sales follow-up. |
In this guide
Product & Service catalogCatalogs, Product Library & stock itemsContent Library & AI generationMarketing channels & UTM tracking linksCampaigns, ROI & attributionCampaign members & outbound sendingAd platform sync & lead captureLead scoring & Hot LeadsWorkflows & examplesPermissions & settingsLimits, troubleshooting & FAQ