For the marketing lead who runs email, ads, and events at once, the truth about each campaign usually lives in three different tools that never agree. This campaign tracker CRM holds every campaign, its owner, its budget, and what it actually produced in one table inside Taskade — so the next budget meeting starts with facts, not a scramble for exports.
The live app above is the real CRM. Click "Use this app" to own a working copy in minutes: a single campaign table backed by connected projects, an AI agent that reports on performance, and automations that keep the table current.
What's Included
- Campaign Table: Every campaign with channel, owner, status, budget, and results in one place — no stitching together spreadsheets
- Connected Projects: Each campaign links to its tasks, assets, and the leads it generated, so the work and the outcome stay tied together
- Owner & Status View: Board view shows who owns what and which campaigns are live, planned, or wrapped
- AI Agent: Answers "which campaign brought in the most leads last quarter?" and "what are we spending on paid this month?", then drafts the recap
- Automation: When a campaign moves to "Complete", the table updates and a results summary is requested automatically — reporting runs without a chase
How To Use
- Clone this template into your workspace
- List your active and planned campaigns with channel, owner, and budget
- Track progress in Table view and ownership in Board view
- Ask the AI agent for a performance recap before each review
- Turn on automations so completed campaigns log their results on their own
Browse more marketing tools in the Community Gallery or generate a custom campaign tracker with Taskade Genesis.