Email Tracking Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Email Tracking Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

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Email Tracking Software Articles

Sales Enablement Guide: Strategy, Metrics, and Software (2026)

There are plenty of business functions that support sales.

by Harshita Tewari

Sales Cadence: What It Is, Importance, and How to Build One

When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction.

by Harshita Tewari

What Is Marketing Attribution? How to Measure It

Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy.

by Lauren Pope

Email Tracking Software Glossary Terms

Sales Enablement

Sales enablement is how a company supports its sales team with training, resources, and guidance. Learn the benefits and ways to create a strategy.

by Mara Calvello

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

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Email Tracking Software Discussions

Question on: HubSpot Sales Hub

Are there plans to increase the functionality of the mobile app? The Outlook integrated logging sales tool is also limiting in that it only logs comms in the last 5 open deals attached to a client.

A sales team generally hate admin and tend to neglect it, yet its critical to keep the rest of the business in the know. As they generally use their mobile devices more than other devices I would like to promote use of the Mobile app more but the functionality is currently quite limited ie attaching pictures to tasks/note. Logging and tracking through the Outlook Sales Tool integration is also not as efficient as I had hoped. It currently only logs comms to the last 5 open deals a contact is associated with and in our business, this doesnt work. Having to go back to associate and disassociate comms to deals negates using the tool to save time.

I have been frustrated by the limitations of the mobile app as well. I had a phone conference with their team and improvements are coming but they will be incremental. One new item is the HubSpot keyboard for iOS that will allow better access and use of meeting links, snippets, docs, and quotes from the mobile app. The mobile app still has a lot of catching up to do. I feel like they need to imbed with an outside sales team to discover how it needs to operate.

Answered: Greg Cooper on March 2, 2022

I can recommend to have a look at Salesflare's CRM instead. It has both an Outlook sidebar and mobile app that come with 100% of the functionality of the web app, which works really amazing for me. If it weren't for Salesflare, our sales team still wouldn't be using any CRM.

Answered: Sarah Bax on March 2, 2022

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Your answer

Question on: Autoklose

How have you guys implemented document sharing, link tracking and video messaging in Autoklose?

As far as I can tell, Autoklose does not have a link-tracking capability, neither does it allow me to upload a file (such as a PDF) and embed that file into an email sequence. Neither can I see how to implement a video message. How have you guys worked around these items?

Hey, Andy, we do have all 3 of the mentioned functionalities... Tracking, PDF attachment, and video. Please check this quick screen share and video explanation on how to do it: https://www.loom.com/share/8780e7cf27df45f2915a42d52c9edab8 TL;DR 1. It's easy to track links via the dashboard, a specific campaign, or inside your Autoklose contacts 2. We have a partnership with company called Vidyard (GoVideo) offering free platform to utilize the power of video 3. By all means, you can attach PDF files and soon we'll have the ability to track those documents too. I hope that helps. For more go to https://autoklose.com and chat with my customer success experts. Ved, CMO at Autoklose

Answered: Vedran Rasic on January 9, 2020

Your answer

Which email tracking tools offer smart views that show leads in their local time zones?

For anyone here who evaluates email tracking tools for a living: I've been digging into which ones actually offer smart views that show leads in their local time zones.

Most tools in the Email Tracking category solve the time zone problem on the sending side, not the viewing side, and that difference matters if your team works leads across regions during local business hours.

The distinction, as I understand it:

A local-time view filters or sorts your lead list by what time it is where the lead sits, so a rep only sees people currently inside business hours. Close is the clearest example: its Smart Views include a local time filter (show only leads where it's currently 9 to 5), and lists can sort by a contact's local time derived from their phone number.
Time zone aware sending delivers the email at the recipient's local time but doesn't change what you see. Apollo.io sequence schedules can follow each contact's local time zone where location data exists, and Salesloft picks up the time zone from the person's contact record when scheduling a send. HubSpot Sales Hub and Outreach handle scheduled sends too, though neither positions a lead-list view built around local time.

So if the requirement is literally "show me who I can call or email right now," the view-side feature is rarer than the send-side one, and worth confirming in a demo rather than assuming from the word "scheduling." For engagement timing, the send-side tools cover most email use cases; it's calling workflows where the view matters most.

What's not on this list that should be, a tool you've seen that does the local-time view well that the category pages don't surface?

The distinction between a local-time view that filters what a rep sees versus time-zone-aware sending that just delivers at the right moment is a genuinely useful clarification. It's easy to assume "time zone support" means the same thing across tools when it clearly doesn't here.