Marketing & Social
Marketing Plan
Put the market, the channels and the budget in one plan the team can work from.
Marketing Plan holds the thinking behind a campaign in a single record: a business summary, the target market, the channels you intend to use, the budget behind them and who is involved. Plans can be read as a grid, moved across a stage-based Kanban board, or grouped under the challenge they were written to answer. It builds on the Planning add-on.
Inside Marketing Plan
What you get when you switch it on.
Plan builder
Write the plan itself — a business summary, the target market, the channels, the budget and the people involved — with notes and a thumbnail so a plan is recognisable at a glance in a long list.
Target market
Record who the campaign is aimed at on the plan itself, rather than in a deck nobody opens again once the spending starts.
Marketing channels
Set out which channels the plan will use, so the route to the audience is part of the plan and not a decision made separately later.
Budget
Each plan carries the money behind it, which is what ties the intended spend to the campaign that actually runs.
Stage-based Kanban view
Plans sit in columns by the stage they have reached, so it is obvious which are still being drafted and which are live without opening any of them.
Challenge-based tree view
Pick a challenge from the dropdown and every plan written against it appears beneath, grouping work by the problem it answers rather than by the date it was created.
Reviews
Colleagues add reviews on an individual plan, so the response to a strategy is attached to the strategy instead of scattered across messages.
Printing
Print a plan when it needs to be circulated, taken into a meeting or filed outside the system.
Inside the screens
What Marketing Plan looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Marketing Plan on for.
01
Planning a campaign before the spending starts
The audience, the channels and the budget are written down in one place first, so the plan exists before the first invoice does.
02
Running marketing as a board
The Kanban view shows every plan by the stage it has reached, so a marketing meeting starts from what is actually in flight rather than from memory.
03
Grouping plans by the problem they answer
The tree view gathers plans under a chosen challenge, which shows how much effort a single problem is attracting — and whether anything is aimed at it at all.
Features
Everything in Marketing Plan.
- Business summary on every plan
- Target market definition
- Marketing channel selection
- Planned budget per plan
- Team involvement recorded on the plan
- Plan notes and thumbnail image
- Grid view of all plans
- Stage-based Kanban board
- Challenge-based tree view
- Reviews on individual plans
- Printable plans
- Requires the Planning add-on
How add-ons work
Marketing Plan is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Marketing Plan costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Marketing Plan add-on specifically — every add-on runs on the same platform they are describing.
GBA Suites feels less like one huge ERP and more like a collection of business apps that actually talk to each other. That’s exactly what we needed.
Lead management, WhatsApp communication and automated follow-ups helped our sales team become much more consistent. Fewer leads are getting forgotten.
We started with CRM and invoicing, but the real win was having HR, projects, expenses and customer follow-ups in the same system. Our team stopped jumping between five different tools.
Often switched on together
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ViewFAQ
Marketing Plan questions.
What people ask before switching this one on.
Each plan holds a business summary, the target market, the marketing channels you intend to use, the budget and the team involved, along with free-text notes and a thumbnail image. That keeps the strategy, the audience and the money for a campaign on one record rather than in three separate documents.
There are three views. A grid lists every plan, a stage-based Kanban board arranges plans in columns by the stage they have reached, and a challenge-based tree view groups plans beneath a challenge you select from a dropdown.
It answers the question of what you are doing about a particular problem. You choose a challenge and every marketing plan related to it appears underneath, so effort is grouped by the issue it addresses rather than by when the plan happened to be written.
Marketing Plan is scoped to marketing: target market, channels, marketing budget and the team running the campaign. Business Plan produces the full written business document — executive summary, company description, market analysis, financial projections and funding requirements — for investors and lenders. Both build on the Planning add-on and share the grid, Kanban and tree views, so they can be used together without duplication.
Yes. The Planning add-on must be purchased and activated first, because Marketing Plan is built on it. Plans also sit alongside your project management and communication tools, so tasks and resources for a campaign can be coordinated in the same place.
Marketing Plan is a GetBizApps Suite add-on for building marketing strategies in one place. Each plan records a business summary, target market, marketing channels, budget, team involvement, notes and a thumbnail, and can be viewed as a grid, as a stage-based Kanban board, or as a tree grouped by the challenge it addresses. Plans can be reviewed by colleagues and printed, and the add-on requires the Planning add-on to be active. It is available at https://getbizapps.com/addons/marketing-plan.
Marketing Plan is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Marketing Plan runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Marketing Plan on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.