📝 Overview
TeamUp Marketing Suite is a paid marketing and communications add-on that works alongside your account. It gives you a single place to run email campaigns, set up automated workflows, capture and nurture leads, and let an AI receptionist answer enquiries for you around the clock.
Your customer data connects to TeamUp Marketing Suite automatically, so you can start marketing to your members without exporting lists or juggling separate tools.
😎 New to TeamUp Marketing Suite? You're in the right place!
This is the starting guide. Once you've read through the overview below, the other guides in this collection take you deeper into each feature.
🚀 What's Included
TeamUp Marketing Suite brings several tools together in one place. Here's a quick summary of what each one does for your business.
CRM | A central hub for your contacts, lists, tasks, and opportunities. Use it to organise your customers and leads into segments you can target with campaigns. |
Conversations | A unified inbox where you can manage customer messages from channels such as email, Facebook Messenger, Instagram, and your website chat in one place. |
AI Chat Receptionist | An AI assistant that engages website visitors, answers common questions, and captures lead details 24/7, even when your team is offline. |
Campaigns | An email marketing tool for building and sending multi-step email sequences, such as welcome series, win-back campaigns, and promotions. |
Automations | Workflows that run on their own when specific events happen, so routine follow-ups and admin tasks take care of themselves. |
Executive Report | A regular performance summary showing how your marketing is performing, delivered straight to your email. |
🔑 Accessing Marketing Suite
Marketing Suite is a connected add-on rather than a page inside your main dashboard. You access it from your account using your existing login, with no separate username or password to remember. Once you're in, you'll see the Marketing Suite sidebar with all of the features above.
🔴 Reviewer note (updated): Confirmed — Marketing Suite is accessed via SSO using your existing TeamUp login. Once the Marketing Suite billing item is added, the account auto-provisions after a short delay and a login link then appears in the TeamUp dashboard (a manual provisioning trigger exists in internal tools as a fallback). Staff access is gated by admin/owner-granted SSO permission, so the login link only appears for permitted users. The setup UI and exact in-dashboard placement are still being built — add the final navigation path and screenshots before publishing.
🤝 How Marketing Suite Works With Your Member Data
Your customers appear in Marketing Suite as contacts automatically, so there's no need to export and re-import your member list. Your TeamUp account stays the source of truth for your member records, and as people enquire, attend, and purchase, their details stay up to date, ready for you to segment and target with campaigns.
🔴 Reviewer note (updated): The sync is now scoped in the TeamUp × Vendasta CRM PRD. Confirmed for v1: the sync is one-way (TeamUp → Marketing Suite) with TeamUp as the source of truth; member details plus lifecycle and engagement signals (e.g. CRM status, attendance, membership state) sync across. New contacts created in Marketing Suite (forms, web chat, manual entry) are designed to be created back in TeamUp as a new lead — creation only, with duplicate emails suppressed; bulk-imported lists are intended not to be pushed into TeamUp. ⚠️ This back-sync is still in development and pending a Vendasta API confirmation (PRD OQ-5). Keep this section high level, then link to the dedicated sync guide once shipped.
💳 How to Get Marketing Suite
Marketing Suite is a paid add-on. If you'd like to see it in action and find out whether it's right for your business, please reach out to our team to arrange a demo.
🔴 Reviewer note (updated): Confirmed — pricing is $109/month and the motion is sales-led: a dedicated in-product upgrade page directs providers to book a demo (no self-serve purchase at launch). A free-trial window is planned but its length is still being finalised. Decision needed: whether to display the $109 price in this public article given the sales-led motion (leaving it out and pointing to a demo for now). Add the upgrade-page navigation and screenshots once built.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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How is Marketing Suite different from the built-in CRM?
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The built-in CRM is included with your account and helps you track where each customer sits in their journey with your business. Marketing Suite is a paid add-on that builds on top of that with email campaigns, automated workflows, a unified inbox, and an AI receptionist. The two work together rather than replacing each other.
Do I need a website to use Marketing Suite?
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Most of Marketing Suite works without a website. A website is needed for the AI chat widget and embedded lead forms, since these are installed on your site's pages.
Will Marketing Suite change how my regular account works?
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No. Bookings, memberships, payments, and your existing customer tools continue to work exactly as before. Marketing Suite adds a marketing layer on top of your existing setup.