AGARO ERP · MARKETING
Campaigns on the same contacts
the business already runs on.
Campaign portfolio, email, SMS, social, and marketing automation running on the same contacts and leads the rest of the workspace uses, with every send recorded on the customer record.
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Campaign Portfolio
Coordinate cross channel initiatives that group email, SMS, social, and push activity on one board.
Manage stages New campaign
Active campaigns
6
5 scheduled · 1 sending
Contacts reached
18,420
Last 30 days · 12 sends
Open rate
42.6%
Email average, up 3.1 points
Replies
312
1.7% of delivered
All24Draft4Scheduled5Sending1Sent12Paused2
| Campaign | Channel | Audience | Owner | Sent | Open rate | Status | |
|---|---|---|---|---|---|---|---|
| September product update What is new in Agaro this month | All active clients | Mariam K. | 1,240 | 11.8% | Sending | ||
| Fall renewal reminder Your plan renews on Oct 1 | Clients · Renewing in 30 days | Daniel O. | 486 | 51.2% | Sent | ||
| Warehouse rollout onboarding Getting Harbor Logistics live | Clients · Onboarding | Priya S. | 62 | 68.4% | Sent | ||
| Payment due reminder Invoice due in 5 days | SMS | Clients · Open balance | Tom R. | 214 | 92.1% | Sent | |
| Bluebird Studio case study How Bluebird cut billing time by 40 percent | Social | Followers · LinkedIn and X | Mariam K. | 3,410 | 6.2% | Sent | |
| Q4 webinar invite Live panel with Acme Corp and Northwind Traders | Clients and leads | Daniel O. | 0 | 0.0% | Scheduled | ||
| Dormant client win back We saved the Summit Dental setup | Clients · Past | Priya S. | 0 | 0.0% | Draft | ||
| Referral push Refer a clinic, get a month free | SMS | Clients · Riverside referral list | Tom R. | 0 | 0.0% | Paused |
Rows per page 25 1–8 of 24
Audiences · Acme Industries Built from CRM records
Draft
Confirm
Segments · 4 active
Yusuf G. Reviewing…
Capabilities
What this module actually does inside Agaro ERP.
01
One marketing overview
Campaigns, email, SMS, social, and automation report into a single overview, so the portfolio is one view instead of five disconnected dashboards.
02
Campaign portfolio
Campaigns are records with owners, status, and steps, governed by the same permission model as invoices and employees.
03
Email marketing
Build, send, and analyze email against workspace contacts. The result is written back to the contact rather than parked in another tool's report.
04
SMS marketing
SMS campaigns with their own settings and analysis, sharing the audience and the contact details the rest of the workspace already holds.
05
Social marketing
Connected accounts, scheduled posts, and published history in one module, sitting next to the leads the posts are meant to produce.
06
Marketing automation
Sequences branch on what the record does. A reply, a booking, or a stage change is a real event in the ERP, so the sequence reacts to the business, not to a webhook.
Specifications
Engineered to a standard, not a slogan.
Data model
Shared contacts and leads
Audiences are queries over the workspace record set. There is no marketing database to import into and reconcile afterwards.
Engines
Workflow and automation engine
Sequences run on the same engine the rest of the workspace uses for approvals and scheduled work.
Permissions
Role, modules, and user grants
Each marketing sub-module is separately installable and separately gated, so a workspace only sees what it runs.
Assistant access
Same authority as the user
Drafting a campaign, building an audience, or scheduling a send happens through the actions the prompting user already has.
Audit
Sends recorded on the record
What was sent, to whom, and by which identity is written to the activity history of the contact.
API & MCP
One shared action layer
Campaign actions are reachable from the interface, the assistant, the API, and MCP through the same guarded path.
Frequently Asked Questions · Marketing
What teams ask about Marketing
before they move their operations.
Sending is an action like any other, and it runs under your authority. The assistant can build the campaign, write and revise the content, pick the segment from real contacts, and schedule it — then present the send for confirmation rather than pushing it out on its own. If your role does not permit sending to that audience, or marketing is not part of your module access, the request stops at the access stage before anything is prepared. A large audience changes nothing about the path: prompt, identity, access, resolve data, engine, action, audit. Email, SMS, and social posts go through the same guarded actions the interface uses, so a scheduled campaign carries the same activity record whether a person queued it or a prompt did. You keep the last click; the assistant removes the assembly work in front of it.
From the same contacts and leads the rest of the workspace uses. There is no marketing list living in a separate tool and drifting out of date. A segment is a query over real records, so a campaign to customers with an open proposal reads the actual pipeline stage, and a contact who unsubscribes or converts is immediately correct everywhere. The connection runs both directions: replies, clicks, and form submissions land on the contact record, so the next person who opens Harbor Logistics sees campaign history next to the calls, the order, and the invoice. Because the assistant resolves data before it acts, it builds a segment from what is true today rather than from an export somebody pulled last month, and it asks when a request could match more than one audience.
The sequences you defined, inside the same permission model as everything else. Campaign portfolio, email, SMS, social, and automation flows execute through Agaro's shared action layer, so an automated step meets the same validation and authorization a person's click would and writes the same activity history. The assistant helps you build and change those flows; it does not become an independent operator with authority of its own. What it can do unattended is bounded by what the prompting user can do, and actions that deliver something to a customer are presented for confirmation rather than assumed. The practical result is that marketing stops being a separate stack: the flow, the contacts it reads, the leads it creates, and the reporting on what happened all sit in one workspace under one audit trail.
On the records, not in a separate analytics silo. Campaign creation, edits, sends, and the responses that come back are written to the workspace's activity history with the actor, the record, and the time. Because a click in the product and an assistant tool call reach the same business logic, there is one trail to read rather than two to reconcile. Leads generated by a campaign are real leads in CRM, attributable to the campaign that produced them, and they carry through to the orders and invoices the finance engine issues, so revenue attribution is a query over the operating record rather than a spreadsheet exercise. Data and history stay in workspace isolated PostgreSQL, so an agency running campaigns for several client businesses keeps each client's audience, sends, and results strictly separate.
Agaro ERP is an AI native ERP from Agaro Technologies LLC, built so the software can do the work rather than only record it. It covers finance and invoicing, HR and payroll, CRM and leads, marketing, inventory and supply chain, manufacturing, projects and tasks, an app and website builder, a module builder, agency mode, and the AGARO Assistant — one connected workspace instead of a stack of tools that have to agree with each other. ERP has always held the facts: the customer, the price, the hours, the contract, the approvals. Someone still had to find the records, calculate the result, push the buttons, and reconcile what happened. Agaro closes that gap by giving the assistant the same authority the prompting user has and keeping deterministic engines in charge of money, pay, and stock. It is launching soon.
It does not decide; your access does. The prompting user is the identity and their workspace is the data boundary, and the assistant inherits all of it: same role, same module access, same user grants, same model permissions, same workspace. If the user cannot perform an action, the assistant cannot perform it. Every prompt follows one path — prompt, identity, access, resolve data, engine, action, audit — and access is checked before any record is read, so a request outside your permissions stops before data is resolved rather than being declined politely after the fact. The model's role is narrow by design: it selects an action, and Agaro decides whether and how that action executes. Anything that commits or delivers is presented for confirmation, and everything that happens is recorded under your identity in your workspace's audit history.
It means no route from a model to your data skips the business logic. The product interface, the AI assistant, the API, and MCP all resolve to a signed in actor with a workspace, role, modules, and model permissions, then pass through one shared action layer where input validation, authorization, the transaction, and the activity log happen. Only then do the finance, payroll, inventory, CRM, and workflow engines run, against workspace isolated PostgreSQL data and audit history. A button click and an assistant tool call reach the same guarded business logic. Practically, that is why the model never calculates an invoice total, a payroll register, or a stock quantity: the engines do, deterministically, and the same request produces the same result whichever route it arrived on. Same identity, same controls, same business actions, one audit trail.
Agaro ERP is launching soon. We are not publishing a date, because the parts that have to be right — the finance and payroll engines, the single stock-write path, the permission model binding the assistant to the user — are the parts worth finishing properly rather than shipping to a calendar. Early access is by talking to us. Tell us what you run today, which modules matter first, and whether you operate one business or a portfolio of client businesses through agency mode, and we will tell you plainly whether Agaro fits and when. If it does not fit yet, we would rather say so than take the signup. You can sign up on agaro.ai to be told when it opens, or reach Agaro Technologies LLC directly at [email protected] or +1 (571) 278-8979. The company is based in Brambleton, Virginia.
The AGARO Assistant can do anything the prompting user can do. It is not a search box or a summarizer bolted onto a report screen — it creates and updates records, runs workflows, and completes transactions inside the ERP. Ask it to invoice a customer and it resolves the real customer, the catalog item, the stored price, the workspace currency, tax, and payment terms, then calls the finance engine to validate the request, calculate totals, allocate the invoice number, create the invoice, and commit the journal. It can create and assign tasks, move projects, prepare a payroll run, raise a purchase, or record a stock movement, each through the same server action a person triggers by clicking. When something is missing it asks. When an action needs confirmation, such as sending a document to a customer, it presents that action and waits for you.
By the prompting user. The signed in user is the identity and their workspace is the data boundary, so the assistant inherits the same role, the same module access, the same user grants, the same model permissions, and the same workspace. If the user cannot perform an action, the assistant cannot perform it. There is no service account with elevated rights sitting behind the chat window and no side channel into the database. Every prompt follows one controlled path: prompt, identity, access, resolve data, engine, action, audit. Access is evaluated before any record is read, engines validate and calculate before anything is written, and the outcome is recorded under the user who asked, not under the model. The model selects an action; the ERP decides whether and how that action executes. The audit history reads the same whether the work was done by clicking or by prompting.
Get early access to Marketing
Agaro ERP is launching soon. Tell us how you run this part of the business today and we will show you how the assistant runs it inside Agaro.
Talk to us