Marketing
Turn campaigns into leads you can track and own.
Included in the full ERP. Modules are not sold individually.
What the SCLR marketing module changes
Campaigns turn into structured projects. Every channel, form, and ad becomes a lead source you can track.
Lead attribution stops being a guess. Every Meta or Google form links to a project, source, and channel record.
Budget tracking becomes automatic. Costs attach to projects and channels, so spend reporting is built in.
Performance becomes reportable. Filter leads by source, channel, and project. See what converts and what doesn't.
What it manages
Records
Documents and entities
Records
- • Forms
- • Leads created from form submissions
- • Sources
- • Channels
- • Projects linked to forms
Actions
Core operations
Actions
- • Connect a Meta account
- • Review and add new forms
- • Map form fields (name, email, phone)
- • Link a form to a project
Controls
Rules and permissions
Controls
- • Field mapping consistency (name, email, phone)
- • Duplicate handling (Meta submissions vs created leads)
- • Sync timing awareness (counts can lag)
Reporting
Visibility and insights
Reporting
- • Gap leads count vs Facebook leads count per form
- • Lead volume by form, channel, and project
- • Basic conversion visibility through Sales pipeline outcomes
How marketing connects inside SCLR
Every record you create in Scaler updates the connected records across the system.
Create a project and link it to a Meta lead form. Every submission becomes a tracked lead.
The lead is automatically created with full attribution. Source, channel, and form stay attached.
Leads route to sales agents using assignment rules. No manual handoff required.
Track campaign spend and tie it to lead volume. Budget vs. performance stays visible.
Import your data your way
Flexible import options that make it easy to switch from your current system.
Add campaigns as you go
Simple forms. Clean project records from day one.
Import in bulk
Ready-made sheet structures. Fast setup without messy fields.
Data needed for a smooth setup
Getting started is simple. Here's what you'll set up to make marketing tracking work from day one.
Sources and channels
Sources and channels
- • Sources
- • Channels
Reporting categories (optional)
Reporting categories (optional)
- • Consistent labels for reporting
Bringing existing work
into Scaler?
Existing lead list
- • Name
- • Phone
- • Source
- • Project
- • Owner
Historical campaign labels (optional)
- • Only if you want continuity in reporting
What happens next
- • Leads arrive mapped to the right project and owner
- • Sources and channels stay consistent across reporting
- • Form fields land cleanly without manual cleanup
- • Marketing data stays connected to sales records
Other Modules
Procurement
Vendors, RFQs, quotations, POs, supplier invoices, and payments.
Sales
Pipeline, tasks, SLAs, and team performance tied to one lead record.
HR
Employee records, reporting lines, attendance, leaves, and approvals.
Payroll
Contracts, pay structures, payruns, payslips, and finance posting.
Finance
Draft-to-published control, statements, and audit-ready reporting.
Property Management
Projects, units, contracts, and payment schedules tied to finance.
Warehouse Management
Receiving, picking, batch/expiry tracking, and location-level control.
AI built in, not bolted on
Every module comes with AI assistance that understands your workflow and helps you move faster.
AI credits are purchased separately. All plans include basic AI functionality.
Ask and find
Find any record or transaction fast. Filter by status, date, and related records.
Explain and summarize
Summarize activity across records. Spot patterns, bottlenecks, and exceptions.
Prepare actions
Draft updates and prepare workflows. Push the next step forward with approval.
Choose the next step.
Talk to the team
Use this if the setup involves complex structure, migration, or integrations.
Book a call