Marketing — Troy & Company
Marketing

Finally know which leads actually make money.

Every lead from Meta, Google, referrals, and cold outreach lands in one pipeline, tagged by source — with real cost per lead, CAC, and ROAS recalculated every time a deal closes. Stop guessing. Start doubling down.

Replaces ad dashboards + reporting spreadsheets
In the box

This module ships finished with your Troy & Company license. Shown below exactly as your clients will see it — under your brand, on your domain, at a price you set. They pay you monthly to run their business on it. Click through the live demo →

Busy channels lie. Revenue doesn’t.

Every platform swears it’s your best performer. None of them know which click actually turned into cash. So you keep funding the channel that looks busy while the one quietly driving revenue goes underfed — and you only find out at month-end, when it’s too late to move the budget.

Troy connects spend to revenue, lead by lead, all the way to the closed deal. You see the real number behind every channel — and you put your money where the money actually is. Here’s what that looks like.

A guided tour

The Marketing module, screen by screen.

Spend and ROI dashboard — ad spend, leads, cost per lead, CAC, and ROAS
Spend & ROI

Every channel’s real return, in one view.

See what you’re spending and what it’s bringing back — per channel, updated as the data comes in.

  • Spend by channel — Google and Meta side by side.
  • True cost per lead — spend divided by real leads.
  • ROAS by channel — which dollar returns the most.
  • Daily updates — no month-end export to assemble.
Lead-source attribution — channel performance and lead sources by revenue
Attribution

From click to closed deal — tracked.

Every lead carries its source through to the won deal, so you know which campaigns actually pay.

  • Source on every lead — tagged automatically.
  • Source on every deal — attribution to revenue.
  • Lead-source breakdown — leads per source.
  • Campaign notes — changes tied to results.
Spend detail — log manual ad spend per channel and month alongside auto-synced rows
Spend logging

Every dollar in, even the manual ones.

Auto-sync what you can and log the rest by hand — so your spend is complete and your ROAS is honest.

  • Manual entry — for channels you don’t auto-sync.
  • Per channel, per month — clean, dated history.
  • Auto + manual together — one combined spend view.
  • Edit anytime — correct a number in a tap.

Everything in the Marketing module

Spend Tracking

Google and Meta spend in one place.

Cost per Lead

Real CPL, not impressions.

ROAS by Channel

Return on every ad dollar.

Source Attribution

Lead to deal to revenue.

Lead-source Breakdown

Leads produced per source.

Campaign Notes

Changes tied to outcomes.

Channel Compare

See which channel pays.

Revenue Link

Spend connected to closed deals.

How it works

1

Connect

Bring in spend and leads from your channels.

2

Attribute

Troy tags every lead with its source.

3

Measure

See cost per lead and ROAS in one view.

4

Reallocate

Move budget to what pays, with evidence.

Make it yours

Attribution tuned to your channels and your funnel.

Your channels, your rules, your targets. We connect spend to revenue the way your business actually wins customers.

Your channels

Track the platforms you actually run — Google, Meta, and the sources specific to your business.

Your attribution rules

Define how a lead’s source is captured and credited, so the numbers match how you sell.

Your cost targets

Set the cost-per-lead and ROAS goals for your business; Troy flags what’s above or below.

Your reporting

Surface the marketing metrics you care about, in your branding.

Where it shines

Built for owners who fund their own ads.

Spending on ads blind

Running Google or Meta without knowing what pays? See real cost per lead and cut what doesn’t convert.

Multiple lead sources

Leads from ads, referrals, and walk-ins? Every source is tagged through to revenue so you fund the winners.

Tight budget

Every dollar counts? Reallocate spend to the channels that actually produce closed deals.

Stop guessing which channel works. Know — and double down.
The full walkthrough

Inside the Marketing module, capability by capability.

Spend tracking, attribution, and channel comparison — wired to the pipeline so “which ads make money” stops being a guess.

Spend tracking

Every dollar out, logged

Record spend by channel and campaign — Meta, Google, email, SMS, print, referral programs, anything. Manual entries take seconds, so even offline spend makes it into the math.

Attribution

From first click to closed deal

Because leads carry their source through the pipeline, the module can tie revenue back to the campaign that produced it. Not “leads generated” — dollars closed.

Cost per lead & ROAS

The two numbers that matter

Cost per lead and return on ad spend calculated per channel and per campaign, side by side, over any date range. See instantly which channel buys customers cheapest.

Channel comparison

Rank your channels by real return

A single view compares every channel’s spend, leads, close rate, and revenue. The winners get more budget; the losers get cut — with evidence.

Campaign notes & history

Institutional memory for your ads

Attach notes, creative references, and changes to each campaign, so “why did April spike” has an answer six months later.

Email & SMS campaigns

Owned channels, built in

Send email and SMS campaigns to segmented contact lists directly from the platform — replacing a separate Mailchimp-class subscription your clients are already paying for.

Connected, not bolted on

How Marketing talks to the rest of Troy.

Troy is one platform, not a bundle of apps. Here’s what this module reads from — and feeds into — automatically.

Pipeline → MarketingClosed revenue flows back to the source

Won deals report their revenue to the campaign that generated the lead — that’s what makes ROAS real instead of estimated.

Leads → AttributionSource tagging is automatic

Every captured lead carries its channel from the moment it lands, so attribution needs no manual bookkeeping.

Contacts → CampaignsSegments from live data

Email and SMS sends pull from the same contact database sales works — filter by tag, status, purchase history, or pipeline stage.

Ad IntelligenceMeta ads, analyzed

The Ad Intelligence module syncs Meta campaign data and produces scaling recommendations that sit alongside your spend tracking.

Executive ViewMarketing KPIs on the command center

Cost per lead and channel performance surface on the Executive View next to revenue and pipeline — the whole funnel on one screen.

ReportsSpend meets the books

Marketing spend flows into Accounting-side reporting, so the P&L and the ad dashboard finally agree.

In the field

How different industries put it to work.

Troy configures itself to 126 industries. Here’s what this module looks like in a few of them.

Home services

See whether Google LSA, Facebook, or the door hangers actually produce booked jobs — per dollar spent.

Retail & e-commerce

Compare paid social against email reactivation on real revenue, then shift budget weekly.

Automotive

Track which platforms produce buyers, not just form-fills — attribution follows the deal to the signed sale.

Salons & wellness

SMS reactivation campaigns to lapsed clients, measured against the bookings they generate.

Wholesale

Trade-show spend and outbound campaigns measured the same way as digital — cost per account opened.

Agencies

Run this for your own pipeline — and it’s the exact reporting story you resell to every client workspace.

Straight answers

Questions owners ask about Marketing.

Do I need to connect ad accounts for this to work?

No. Spend can be logged manually in seconds, and attribution works off lead source tagging. Meta sync via Ad Intelligence is available when you want live campaign data.

How is this different from the reporting inside Meta or Google?

Ad platforms stop at the lead. Troy follows the lead through the pipeline to the closed deal, so you measure revenue per channel — including channels the ad platforms can’t see, like referrals and repeat business.

Can I send email and SMS campaigns from Troy?

Yes — campaigns go to segmented lists built from your live contact data, and the resulting leads and revenue are attributed back to the campaign automatically.

What if a customer came from two channels?

The lead keeps its original source, and you can add campaign notes for assisted touches. The model stays simple on purpose — owners need decisions, not a PhD in attribution.

Does each of my client workspaces get its own marketing data?

Yes. Every workspace tracks its own spend, campaigns, and attribution, fully separated — you’re effectively handing each client their own marketing analytics product.

Pricing

Every module. Every plan. One flat license.

This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.

Starter

Try the business on. Land your first clients.
$199 / mo
Monthly license · no setup fee · cancel anytime
  • 10 client workspaces
  • 10 industry configurations
  • 10 turnkey industry websites
  • All 24 modules — nothing gated
  • White-label branding included
  • We host everything
Choose Starter

Enterprise

Run it at full scale, on your own domain.
$499 / mo
+ $499 one-time setup · cancel anytime
  • Unlimited client workspaces
  • All 126 industry configurations
  • All 160+ turnkey industry websites
  • All 24 modules — nothing gated
  • White-label + your custom domain
  • Concierge onboarding · API access
Choose Enterprise
Every plan gets all 24 modules. The tiers change how many clients, industries, and websites you can run — never what the software does.
Not ready to decide? Take the dashboard tour — no login, no card, no trial clock.

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