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Marketing

Attract the people who buy.

A CDP, forms, landing pages, provable consent and AI content in one product. A captured lead reaches Commercial with no retyping.

  • 32 modules
  • 3 packs for regulated content
Spend, reach and return of Grupo Vértice’s campaigns, side by side.Grupo Vértice · fictional company · illustrative data

What Marketing does

  1. Web & Content · Forms

    The form captures. Commercial receives.

    The form asks for explicit consent, stops bots with a honeypot field and limits submissions per address. Each submission finds or creates the profile, records the consent and logs the lead in the same transaction.

    The lead goes on to the Commercial CRM when the form carries a name and a company.

    Grupo Vértice’s lead-capture forms, with each one’s status, creation date and public link.

    Grupo Vértice’s capture forms, each with its public link.

    Grupo Vértice’s lead-capture forms, with each one’s status, creation date and public link.
    Grupo Vértice’s capture forms, each with its public link.Grupo Vértice · fictional company · illustrative data
  2. Audience (CDP) · Profiles

    Every person, a single profile.

    The CDP finds the person by e-mail or phone and stores e-mail, phone, tax IDs (CPF, CNPJ) and name encrypted. Rule-based segments and a per-channel suppression list decide who can receive what.

    Grupo Vértice’s CDP profiles with company, lifecycle stage and score, with no identifiers on show.

    Grupo Vértice’s CDP profiles, with company, stage and score.

    Grupo Vértice’s CDP profiles with company, lifecycle stage and score, with no identifiers on show.
    Grupo Vértice’s CDP profiles, with company, stage and score.Grupo Vértice · fictional company · illustrative data
  3. Marketing Autopilot · Sandbox

    AI content, approved by people.

    Autopilot follows the sources you choose, writes in your brand’s voice, scores every piece and, in copilot mode, holds it for approval. The kill switch and the monthly cost cap apply to every cycle.

    Publishing to social networks uses your company’s accounts, connected at implementation.

    at implementation
    Grupo Vértice’s Autopilot sandbox with drafts scored by trend, each with approve and reject buttons.

    Autopilot drafts awaiting approval, each with its score.

    Grupo Vértice’s Autopilot sandbox with drafts scored by trend, each with approve and reject buttons.
    Autopilot drafts awaiting approval, each with its score.Grupo Vértice · fictional company · illustrative data
  4. Compliance · Consent vault

    Every consent comes with proof.

    Every grant and every withdrawal enters the vault chained by hash to the one before, and a daily anchor lets you verify that nothing was swapped. Data-subject requests are carried out in Marketing itself.

    Grupo Vértice’s consent vault with grant and withdrawal events by channel, sequence and date.

    The consent vault: every event, by channel and in sequence.

    Grupo Vértice’s consent vault with grant and withdrawal events by channel, sequence and date.
    The consent vault: every event, by channel and in sequence.Grupo Vértice · fictional company · illustrative data

32 modules, as the product shows them.

The same groups and the same names as the Marketing menu.

Overview

  • DashboardAttributed revenue, reach, deliveries, CTR, spend and ROAS for the period.

Audience (CDP)

  • ProfilesOne profile per person, with e-mail, phone, CPF and CNPJ encrypted.
  • SegmentsReusable audiences, defined by rules over profiles and events.
  • SuppressionsWho receives nothing, by channel and reason, with the contact stored as a hash.

Campaigns

  • CampaignsCampaigns per channel, with audience, schedule and delivery funnel; sending through the company’s providers is coming soon.coming soon Sending campaigns and journeys through the company’s e-mail, SMS and WhatsApp providers
  • JourneysWelcome, nurture, cart and renewal journeys, checked before publishing; running them is coming soon.coming soon Sending campaigns and journeys through the company’s e-mail, SMS and WhatsApp providers
  • WebinarsLive and recorded events, with schedule, capacity and registrations.

Web & Content

  • FormsCapture with explicit consent, handing the lead to Commercial.
  • Landing PagesPages published at a public address, with SEO and a view count.
  • CMS / Blog / SEOArticles with address, language and SEO fields, published to the blog.
  • Email DomainsSending domains with SPF, DKIM and DMARC; automatic DNS verification is coming soon.coming soon Automatic SPF, DKIM and DMARC verification in DNS
  • Sending IPsDedicated IPs, warmed up step by step.

Growth

  • Attribution / MMMAttribution models, from first touch to Shapley, and MMM by channel; computing them in the platform is coming soon.coming soon Multi-touch attribution and MMM computed inside the platform
  • Paid MediaThe company’s ad accounts and the spend on each platform.at implementation
  • SocialThe company’s social profiles, where Autopilot publishes.at implementation

Conversational

  • PIX IntentsIntents to pay by Pix, Brazil’s instant payments, recorded in the conversation, with four-eyes approval above an amount.
  • WhatsAppThe company’s WhatsApp Business account, through Meta’s official Cloud API.at implementation

Brand & AI

  • Brand voiceThe tone of each business unit, which Autopilot follows when it writes.

Compliance

  • DSR / LGPDData-subject requests carried out in Marketing itself, within the deadline set by the LGPD, Brazil’s data-protection law.
  • ROPAThe record of processing activities, with legal basis and retention.
  • Consent vaultEvery grant and withdrawal, chained by hash to the one before.

Marketing Autopilot

  • OverviewThe content engine in one place: sources, modes, drafts, activity and results.
  • Setup WizardGuided setup: niche, goal, audience and networks.
  • Content ModesThe balance between value content and promotional content, mode by mode.
  • Custom ModesContent modes of your own, with your brand’s instructions.
  • SourcesSites, feeds and networks the engine follows, with keywords and relevance.
  • Product KnowledgeWhat each product solves, so the engine can tie the news to the offer.
  • ConfigurationsGoal, audience, networks, cadence, compliance pack and approval mode.
  • SandboxDrafts that wait for a person to approve them before publishing.
  • ActivityEvery cycle of the engine, with step, cost and duration.
  • InsightsWhat works: engagement, cost and return by content mode and by network.
  • WebhooksSigned notices to the company’s systems on every engine event.

Modules marked “at implementation” depend on your company’s own credentials or certification. When “coming soon” is followed by a phrase, the module is already in production and only that part is not yet.

The LGPD starts at the form.

Provable consent, data-subject requests, a record of processing and regulated content are part of the product, with Pix and WhatsApp the Brazilian way.

Marked items are switched on at implementation, with your company’s certificates and credentials.

  • Provable consent

    Every grant and every withdrawal chained by hash, with a daily anchor to verify the whole vault.

  • Data-subject requests

    Access, portability, correction, erasure and objection carried out in Marketing, within 15 days.

  • Record of processing

    Every activity with its legal basis and retention period, at hand for the data protection officer.

  • Regulated content

    Health, finance and legal: forbidden terms, a mandatory disclaimer in Portuguese and human review before publishing.

  • Pix in the conversation

    The Pix intent is recorded in the conversation, with the key encrypted. Above an amount, a second person approves.

  • Official WhatsApp

    Through Meta’s official Cloud API, with your company’s WhatsApp Business number.

    at implementation

Talks with Commercial.

The real events that leave Marketing, and what each one changes in the product that receives it.

Sends

  • Lead captured

    Becomes a CRM lead with no retyping; the e-mail check prevents duplicates.

    nexus.marketing.lead.captured

  • Intent scored

    The lead’s score in the CRM is updated.

    nexus.marketing.intent.scored

Only events that already take effect in the receiving product appear here. CPF, CNPJ, phone, Pix key and address stay out of events between products.

How the products talk

Common questions

Do I need Commercial to use Marketing?

No. Marketing works on its own, and TIZ comes included. With Commercial active, a captured lead becomes a CRM lead with no retyping.

Does Marketing already send campaigns and journeys?

Campaigns and journeys are built in the product, and every journey is checked before it is published. Sending through your company’s e-mail, SMS and WhatsApp providers is coming soon.

How does Autopilot avoid publishing what it shouldn’t?

Every piece is checked against your brand’s forbidden terms and those of the compliance pack. In copilot mode, nothing goes out without approval; with the health, finance and legal packs, not even in autonomous mode. There is a kill switch and a monthly cost cap.

How is consent proven?

Every grant and every withdrawal enters the vault linked by hash to the one before. A daily Merkle anchor sums up the whole day and can be verified whenever you want.

Where is contact data stored?

In São Paulo, isolated per company in the database. E-⁠mail, phone, CPF, CNPJ and name are encrypted, and lookups use only the hash.

How does WhatsApp work in Marketing?

Through Meta’s official Cloud API, with your company’s WhatsApp Business number, connected at implementation.

One whole company. One system.