[ 1Channel Reviews ](https://www.g2.com/products/1channel/reviews) [ 1Channel Reviews ](https://www.g2.com/products/1channel/reviews) # 1Channel Features ##### ## Platform (8) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Sales Force Automation (10) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (7) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (19) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (8) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Show More ##### ## Mobile & Social (7) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (6) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Sales Reports Reports specific to sales analysis for trends and strategies Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (15) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Third-Party Integrations Set up connections to third-party platforms to improve business processes Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Calendar Management Track and manage schedules and meetings via an integrated calendar Call Management Document Management Store, manage, and track all electronic documents in a centralized location Contact Management Manage, organize, and store contact information Task Management Create, manage and track all task activities and progression Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Notes Management Allow users to create, edit, and sort multiple notes Sales Activity Management Define, track, and/or automate sales activities and sales processes Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Performance Analysis (4) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Email Tracking Track delivered, received, and opened emails Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Integrated Workflows (13) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Calendar Management Track and manage schedules and meetings via an integrated calendar Sales Pipeline Management Pipeline view and tracking lead status Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Territory Mapping (3) Custom Territory Mapping Allows users to control of the sizes, shapes, and quantites of sales team areas Strategic Selling Allows users to map your customers to strategically incorporate them into your canvassing and field sales Automatic Rep Assignment Automatically assigns reps to new sales opportunities that are within their current territories Show More ##### ## Route Planning (3) Lead Priority Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts Optimized Sales Routes Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. Map Directions Provides users with live directions en route to the final destination Show More ##### ## Sales Performance Management (3) Gamification Provides users with engaging sales competitions Performance Dashboards Provides field sales statistics for all sales reps Sales Rep Tracker Provides data on the data on the performance and whereabouts of reps in the field Show More ##### ## Presentation and Forms (3) Video and Interactive Media Provides video capabilties that field reps can use during field sales calls Digital Contracts Allows field reps to create digital contracts within the software E-signature Allows users to collect e-signatures within the software Show More ##### ## Customization (5) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Additional Functionality (226) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Email Response Control Speech Recognition Train your system to interpret and transcribe voice messages Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Chat/Messaging Communicate using direct chat or messages within the system AI Writing Assistant Generates and edits text using machine learning For Sales Teams/Organizations Caters to sales teams Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Predictive Analytics Predict future data based on historical data sets Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Templates Sample files or documents that could be customized as needed or used as is Reminders Timed notification for any upcoming task, deadline, appointment, or activity Email Templates Pre-made examples and templates for emails SMS Messaging Send messages via SMS Personalization Adjust communications based on previous interactions or personal preferences Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Engagement Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Auto-Dialer System that automatically dials calls For Sales Teams/Organizations Caters to sales teams Generative AI Use AI to generate content in the form of text, images, videos, etc. Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Updates Receive system updates as soon as any changes are made Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Employee Management Track employee schedules, availability, and performance across projects and tasks Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Benchmarking Compare key metrics for the business against prominent players in the industry Commission Management Tracking, calculating, and paying commissions and earnings to employees For Sales Teams/Organizations Caters to sales teams Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Planning Define sales targets and create strategies to meet goals or marketing results Single Sign On Allow users to access multiple services after entering their login credentials once Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Forecasting Form predictions based on past and present data/trends Quota Planning Plan target quotas that sales representatives are expected to meet within a specific period. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Rewards Points A type of incentive earned through making purchases in select categories. Organizational Charting Diagram that shows the structure of an organization and the relationships between parts AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Branding Add customized logos and colors to align with company branding Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Territory Management Organize customer data and accounts by user or geography Performance Appraisal Evaluation process that provides feedback on an employee's job performance Calendar Management Track and manage schedules and meetings via an integrated calendar Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Sales Onboarding & Training Process of training new hires by providing them with sales tools and knowledge needed to complete the job Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Ratings/Reviews Ratings/Reviews API Application programming interface that allows for integration with other systems/databases Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Assignment Management Assign issues and tasks based on availability or required skills Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Electronic Signature Digitally sign online documents Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Email Management Manage, store and organize emails within the system or via third-party apps Commenting/Notes Leave comments and notes on documents for others to view Data Import/Export Import and export data to and from software applications Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Interaction Tracking Track interaction history by documenting conversations for contacts Product Catalog Present a catalog of inventory that customers can view Live Chat Ability to chat online in real time Sales Pipeline Management Pipeline view and tracking lead status Appointment Scheduling Schedule appointments via a calendar Email Templates Pre-made examples and templates for emails Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Transfers/Routing Transfer queries and organize messages between agents Activity/News Feed Continuous profile-based stream of news and activity Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Mobile Access Access software remotely via mobile devices Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Call Logging Collects essential call data such as call origin, call destination, call length, and other transaction details Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Customer History Access previous interactions or concerns to maintain customer relationships Document Storage Store and organize documents in a centralized system Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Lead Capture Automatically identify and save contact information of potential customers Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Third-Party Integration Addition of necessary external data, applications, tools, or features Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. API Application programming interface that allows for integration with other systems/databases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Management Manage, store and organize emails within the system or via third-party apps Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Customizable Forms Customize contracts and forms to collect specific information Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management Manage, organize, and store contact information Dispatch Management Manage sending personnel and resources to a site as needed Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Mobile Access Access software remotely via mobile devices Activity Tracking Track and document all activities across devices, networks, and other systems Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Sales Activity Management Define, track, and/or automate sales activities and sales processes Commission Management Tracking, calculating, and paying commissions and earnings to employees Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Territory Management Organize customer data and accounts by user or geography GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI (9) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Agentic AI - CRM (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Engagement (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Show More ##### ## Agentic AI - AI Sales Assistant (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,868) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,902) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Close](https://images.g2crowd.com/uploads/product/hd_favicon/6ad2a7af22edebee61fd4bd8f4d58aaf/close.svg "Close") Close 4.7/5(2,066) ](https://www.g2.com/products/close/reviews) [ View All Alternatives ](https://www.g2.com/products/1channel/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Machine Learning](/glossary/machine-learning-definition) What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features. [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. 1Channel Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b07c64de79a5119cf2434d52e9750fd3/less-annoying-crm.png "Product Avatar Image") Less Annoying CRM 4.9/5(665) [ Compare Now ](https://www.g2.com/compare/1channel-vs-less-annoying-crm) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Sales Engagement ](https://www.g2.com/categories/sales-engagement)[ CRM ](https://www.g2.com/categories/crm) [ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ Field Sales ](https://www.g2.com/categories/field-sales) Show More ##### Explore More [ How does JumpCloud manage a mixed environment of macOS, Windows, Linux, iOS, and Android devices from a single console? ](https://www.g2.com/discussions/how-does-jumpcloud-manage-a-mixed-environment-of-macos-windows-linux-ios-and-android-devices-from-a-single-console)[ Which e-commerce service is best for tech startups ](https://www.g2.com/discussions/which-e-commerce-service-is-best-for-tech-startups)[ Top-rated AI tools for creating training videos ](https://www.g2.com/discussions/what-are-the-top-rated-ai-tools-for-creating-training-videos-for-small-businesses) [ Which solution supports AI-powered machine translation with human review? ](https://www.g2.com/discussions/which-solution-supports-ai-powered-machine-translation-with-human-review)[ What's the best digital communications governance software for a mid-size company that's all on Microsoft 365 and Teams? ](https://www.g2.com/discussions/what-s-the-best-digital-communications-governance-software-for-a-mid-size-company-that-s-all-on-microsoft-365-and-teams)[ Best CPaaS software for startups ](https://www.g2.com/discussions/best-cpaas-software-for-startups) Show More [ How does JumpCloud manage a mixed environment of macOS, Windows, Linux, iOS, and Android devices from a single console? ](https://www.g2.com/discussions/how-does-jumpcloud-manage-a-mixed-environment-of-macos-windows-linux-ios-and-android-devices-from-a-single-console)[ Which e-commerce service is best for tech startups ](https://www.g2.com/discussions/which-e-commerce-service-is-best-for-tech-startups)[ Top-rated AI tools for creating training videos ](https://www.g2.com/discussions/what-are-the-top-rated-ai-tools-for-creating-training-videos-for-small-businesses) [ Which solution supports AI-powered machine translation with human review? ](https://www.g2.com/discussions/which-solution-supports-ai-powered-machine-translation-with-human-review)[ What's the best digital communications governance software for a mid-size company that's all on Microsoft 365 and Teams? ](https://www.g2.com/discussions/what-s-the-best-digital-communications-governance-software-for-a-mid-size-company-that-s-all-on-microsoft-365-and-teams)[ Best CPaaS software for startups ](https://www.g2.com/discussions/best-cpaas-software-for-startups)