Marketing

GrowERP Marketing — User Guide
GrowERP Marketing is a GrowERP frontend for marketing teams: run a CRM pipeline, plan and generate content, manage personas and email sequences, publish landing pages and assessments, and run multi-platform social outreach — with an AI agent that can look things up and act on your behalf (with your approval). Runs on Android, iOS, web, Linux and Windows, backed by a Moqui server.

Getting started
Open the app. If no company exists yet you'll see a prompt to register one.
Register new company and admin creates your company and its first admin user. A temporary password is emailed to you.
Login signs in with an existing account; Forgot password resets it by email.
Pick your language from the login screen's selector.
The admin can add other users (marketers, leads, customers) from CRM.

Menu overview
CRM — To Do/Tasks, Opportunities, Pipeline (kanban board), Leads, Customers
Marketing — Content Plans, Content, Personas, Email Sequences, Engagements, Landing Pages, Assessments
Outreach — Campaigns, Automation, Platforms, Messages, Send Queue
Orders — Sales Orders, Customers
Agent Control — AI Agents, MCP Servers, Agent Jobs, Approvals, Agent Actions, Knowledge, Wiki
Organization — Company, Employees, Website
System Setup — AI provider/model settings
Your profile and company details are reachable from the drawer. The dashboard's tiles mirror this menu with live mini-charts for pipeline, outreach and orders.

Core workflow: plan, publish, promote
1. Plan and generate content
Marketing → Content Plans → + groups a set of content around a goal. Under Content, generate or add individual pieces (posts, articles) and target them at a Persona so tone and messaging fit the audience.

2. Capture leads
Publish a Landing Page or Assessment to collect visitor details, or add contacts directly under CRM → Leads. An Email Sequence can nurture new leads automatically over time.

3. Run outreach campaigns
Outreach → Campaigns → +: pick content, target platforms (Platforms) and let Automation schedule posts through the Send Queue. Messages holds inbound replies; Engagements (under Marketing) tracks likes/comments/shares per post.

4. Work the pipeline
Promote a lead to an Opportunity and track it on the Pipeline kanban board through to close, then convert it into a Sales Order under Orders.

AI agents
Agent Control is where automation lives: AI Agents to chat with or configure, MCP Servers for the tools an agent can use, Agent Jobs for scheduled/recurring runs, Approvals for any action an agent needs a human to confirm, and Agent Actions for a full audit trail of what agents have done. Knowledge and Wiki hold the reference material agents (and your team) draw on. The chat icon on the dashboard opens the assistant directly.

Backend
Requires a running Moqui backend (moqui.org). See the main GrowERP README for setup instructions.