Overview
You meet a prospect, send a message, then chase the follow-up in your head or on a sticky note. Marketing puts that whole pursuit in Neev. Each prospect becomes a lead with a stage; every message in or out is logged on one thread; and when a lead is ready, you convert it into a customer without re-typing anything. It is a founder-operated engine — you stay in the loop on the first touch, and Neev handles the chasing.
Opt-in Capability · off
Marketing is switched offMarketing
You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.
This is an opt-in Capability — the Owner turns it on. Honest status: the lead model, the lifecycle, and the permissions exist in code, but the Capability is not yet a switch you can flip in Settings, and the Owner does not hold its permissions until it lands in a later release. Treat this page as how it will work once enabled.
Where to find it
Marketing lives in the Grow section of the sidebar as the Growth console, open to the Owner and Manager. It has four surfaces:
- Leads (
/growth) — a kanban board by stage; drag a lead across a column to advance it. The board sorts by engagement score and only allows legal moves (a lead reaches won only by converting it). - Lead thread (
/growth/<lead>) — the per-lead view: contact details, stage controls, the cadence outline, and the full cross-channel conversation. Skipped and declined touches show read-only so you can see what the consent gate held back. - First-touch approvals (
/growth/approvals) — the tray of outgoing first touches waiting for your sign-off. Approve flips a draft to approved; Approve & send funnels it through the consent gate. - Lead analytics (
/growth/analytics) — the north-star (won ÷ handed-off) plus leading diagnostics (reply rate, qualified rate) and leverage diagnostics (% auto-handled, draft-approval rate), with a stage-distribution table.
The console is behind the Marketing Capability toggle: until the Capability is enabled for your workspace, each surface shows a locked panel rather than live data. It is built for both web and mobile.
Key concepts
- Lead — one prospect: a name, contact details, the stage they are in, and who owns them. Leads are separate from customers — a lead becomes a customer only when you convert it.
- Stage — where the lead is in the pursuit: new → contacted → engaged → qualified → handed off → won, plus lost and nurture. You move a lead forward as it warms up; a stalled lead can drop to lost or park in nurture and re-enter later.
- Touch — one message on the lead's thread, inbound or outbound, across email or WhatsApp. The thread is the full back-and-forth in one place.
- Cadence — the follow-up sequence: an intro, a value note, a nudge, and a breakup. Neev drafts each step in the lead's language and sends it for you.
- First-touch approval — the very first automated message to a new contact waits for you to approve it before it sends. Later cadence steps send on their own.
- Conversion — when a lead is won, you convert it: Neev records what it became (a business or a customer) and marks the lead won, keeping the link for your records.
Common workflows
Role notes
This is an Owner area, with the Manager able to approve first touches (the Capability lists both as approvers). The Owner views leads and threads, creates and updates them, approves and sends touches, configures the cadence, and converts won leads. The six permissions behind it — read, write, convert, approve, send, and cadence-write — all sit with the Owner by default.
Once the Capability is enabled you'll be able to grant a specific permission (say, read-only or approve-only) to a custom role — until then, the Owner holds them.
Tips & time-savers
Keep the owner field honest — the leads board sorts and filters by owner, so an accurately-assigned lead is one you can actually find again.