CRM / MARTECH

Embed creative production infrastructure in CRM and MarTech platforms with Polotno SDK

Use Polotno SDK to own template logic, schema storage, and rendering pipelines for personalized campaign assets inside your CRM/MarTech product.

CRM and MarTech platforms

Polotno SDK adds a creative production layer to CRM and MarTech systems. Instead of routing campaign assets through external tools, your platform owns template governance, schema storage, and rendering inside the same authentication and permissions model. Generate personalized visuals from customer data, product feeds, or upstream automation, then re-render deterministically as segments, offers, or branding rules change.

Key features

Embedded creative runtime

Embed the Polotno runtime where campaigns are built. Treat creative schemas as managed objects in your system, not ad-hoc files.

Data-driven personalization

Map CRM fields and campaign variables into template schemas. Produce governed variants per segment, locale, or account in batch.

Template and brand control

Maintain approved templates with locked structure and brand rules. Expose only controlled editable fields for safe updates.

Automation and AI integration

Generate or mutate schemas from automation pipelines or AI outputs, then render deliverables through the same governed templates.

Rendering and export

Render images, videos, or PDFs via your own infrastructure or Polotno Cloud for throughput. Push outputs to storage, CDNs, or downstream channels.

Role-based access

Enforce who can edit schemas, approve templates, and trigger rendering jobs using your existing roles and policies.

Unified schema and analytics

Store each creative as JSON with asset references and metadata. Track template versions and creative variants across campaigns.

Example use cases

  • Campaign builders generating banners and social variants from CRM segments.

  • Engagement platforms producing personalized headers and follow-up assets.

  • AI marketing suites emitting governed creatives through template policies.

  • Sales tools generating branded proposals and follow-up visuals.

  • Enterprise CRMs enforcing brand control across distributed teams.

Developer benefits

  • Creative infrastructure embedded in CRM/MarTech workflows.

  • Schema-based templates designed for automation and governance.

  • Compatible with self-hosted or cloud rendering.

  • Integrates with your auth, storage, and policy layers.

  • Supports image, video, and PDF deliverables.

FAQs

Can Polotno generate creatives from CRM data?

Yes. Map customer and campaign fields into schemas and render variants programmatically.

Can we limit editing by role or plan?

Yes. Gate schema editing, template access, and rendering jobs through your permissions.

Does it support AI-driven content?

Yes. AI outputs can write into template fields or generate schema updates.

Can rendered assets be stored in our system?

Yes. Store outputs in your existing storage endpoints under your governance.

Does it handle both image and video campaigns?

Yes. The same schema model supports static and video production.