What MB Suite is and what you can achieve with it

MB Suite brings together in a single platform the tools that are usually scattered: digital advertising, social media, search engine positioning, email marketing, cross-platform reporting, CRM, WhatsApp, task manager, and AI agents, among others.

The difference from using them separately —each one on its own platform, without talking to each other— is that here they end up connected. That's why you can, for example, see which advertising campaign generated each sale: your ad data and your CRM data live in the same place.

And you don't have to use it all: you can start with just the modules that interest you. Below you'll see what each one is for.

Is it for a company or for an agency?

It works in both cases, since it offers plans for different needs. If you manage the marketing and sales of your own company, MB Suite is the place where you concentrate them. And if you're an agency working with several clients, it's where you manage all of them.

The main sections of MB Suite and what you can use each one for

Paid Media brings together all your paid advertising in one place. It works whether you want to plan your budget and see exactly which campaigns run on each platform —Google, Meta, TikTok, and LinkedIn— and how they perform, or you prefer AI to propose your campaign strategy or generate your creatives. You also preview your ads before launching them and operate the campaigns without going into each platform separately. And much more, in Paid Media.

CRM is where you organize and close your sales. It works whether you want to see all your prospects advance through the stages of your pipeline to the close, or you need to contact them by email or call without leaving their record and automate follow-up with sequences. AI can prioritize your leads by their likelihood of closing and, since the CRM connects with your advertising, you get the attribution that tells you which campaign generated each sale. And much more, in CRM.

WhatsApp lets you manage and answer your WhatsApp conversations without leaving the CRM. It works through the official WhatsApp Business API (WhatsApp Cloud API), Meta's platform for businesses. It works whether you want to handle messages from a unified inbox and route them to the right salesperson, or you need to start conversations with approved templates. Each chat stays linked to its prospect and adds to the attribution of your sales. And much more, in WhatsApp.

Analytics brings together the data from all your platforms in one place. It works whether you want to build your own custom dashboards in Dashboards, or you prefer ready-made reports to send to your clients or your management, without building spreadsheets by hand. You also get alerts when a metric spikes and tag your links with UTM parameters to know where each visit comes from. And much more, in Analytics.

Social Media lets you manage all your networks from a single calendar. It works whether you want to schedule each post yourself with its approval flow, or you prefer AI to generate the content with your brand's tone in Content Studio. You also keep a close eye on your competitors and measure the performance of what you publish. And much more, in Social Media.

SEO helps your business show up when people search for you on Google. It works whether you want to audit your site and find out what's holding back your positioning, or you need to organize your SEO work month by month and track your Rankings on Google. You also manage your Google Business profile. And much more, in SEO.

Email Marketing lets you reach your contacts by email, with your own domain. It works whether you want to send a one-off campaign to a segmented audience, or you prefer to automate follow-up flows that go out on their own based on what each contact does. You also reuse templates so you don't start from scratch. And much more, in Email Marketing.

Management is where you organize your team around everything above: you distribute the work in Tasks, group it into Projects with their stages and owners, and keep the documentation in Knowledge Base and the shared files in Media Library. And much more, in Management.

Web Forms lets you create forms for your site and not miss a single inquiry. It works whether you want to receive each new inquiry straight to your email and see them listed in a table ready to download, or you prefer to connect them automatically so each response enters your CRM as a new prospect. And much more, in Web Forms.

For information specific to Agencies, see Operating as an agency: managing your client portfolio.

Use only what you need

You don't have to use everything, nor all at once. Each section works on its own, so you can start with just what solves a problem for you today —only the CRM to organize your sales, or just the reporting section to leave spreadsheets behind— and add the rest when you need it.

That said, the value grows when you combine sections: if you connect your advertising with the CRM, you get the attribution that tells you which campaign generated each sale; if you add reporting, you see that result alongside the rest of your metrics. It's your call: nothing forces you to use the whole platform to start getting value from it.

The First Steps guide to get going, and more

You do the setup yourself, but not blindly: as soon as you create your workspace, MB Suite shows you a First Steps guide that walks you through the initial setup, step by step.

While you work, you have MIA, the AI assistant that knows the section you're in and answers about what you see on screen: you open it from anywhere with the MB AI button (⌘J). In addition, the AI Agents can do part of the work for you —generate content, prepare campaign drafts, or prioritize your leads—; you can see how they work in What MB Suite's AI Agents are and how they help you. And this same Help Center has a guide for each section.

Where to start

The first step is to create your workspace. From there, follow the First Steps guide: its first stop is connecting your integrations —Google Ads, Meta, Google Analytics, and the other accounts you use—, because that's what gives the platform real data. With that, you already start seeing your information gathered in one place.

You have the details in First steps after creating your workspace. And if you come across a term you don't know, the Glossary: MB Suite terms in one line explains them in a single phrase.