ActiveCampaign Features
Platform (51)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
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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.
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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
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Customization
System provides sufficient customization to meet business requirements
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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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
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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.
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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.
Lead Generation
Manage the process of attracting and converting business prospects into leads
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
List Management
Manage contacts across multiple mailing lists
Mobile Access
Access software remotely via mobile devices
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API / Integrations
Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.
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Custom Reports
Able to create custom reports to cater to specific metrics and key performance indicators.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
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Enterprise Scalability
Provides features to allow scaling for large organizations.
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Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
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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.
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Internationalization
Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.
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Notifications
Alerts marketer of the performance of particular campaigns.
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Display Ad Management
Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Ad Inventory Management
Manage advertised inventory that is featured and tracked across marketing campaigns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Management
Store, manage, and track all electronic documents in a centralized location
File Management
Create, save, and store files
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Display Ad Management
Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Task Management
Create, manage and track all task activities and progression
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Client Management
Manage contact details and communication with clients
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
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Data Synchronization
Syncs lead data within the sales database for consistency and accuracy
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Analysis
Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Demographic/Firmographic Data
Characteristics for segmenting companies or customers
Real-Time Data
Receive data and information in real time
Sales Force Automation (10)
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Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
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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
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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.
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Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
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Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
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Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
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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.
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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.
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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
Marketing Automation (7)
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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.
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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.
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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.
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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
Customer Support (20)
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Case Management
Tracks issues/help requests reported by customers through the resolution process.
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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.
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Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
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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.
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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
Integration (12)
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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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.
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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
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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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.
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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.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile & Social (7)
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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
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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.
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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
Reporting & Analytics (14)
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Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
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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
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Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
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Basic Reporting
Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
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Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
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ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.
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Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.
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SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Behavior Analytics
Track and analyze user behavior within a system or network
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Sales Analytics
Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)
Email Marketing (4)
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Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
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Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
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Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
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Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (8)
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Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
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Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
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A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
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Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
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Search Tracking and Optimization
Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Customizable Forms
Customize contracts and forms to collect specific information
Lead Management (21)
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Marketing Lead Database
A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
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Data Quality Management
Data quality consists of deduplication, cleansing, and appending your marketing database.
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Segmentation
Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
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Lead Scoring and Grading
Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
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Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
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Email Tracking
Track delivered, received, and opened emails
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Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
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CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Data
Receive data and information in real time
Social Marketing
Manage campaigns and track engagement for marketing efforts across social media channels
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Campaign Segmentation
Search Marketing
Track visibility and traffic from search engines
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Website Visitor Tracking
Monitor activity of individuals who visit your website using cookies
Campaign Management (22)
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Program Management
Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
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Event / Webinar Marketing
Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
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Calendaring
Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
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Budgeting
Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
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Campaign Dashboard
Overview of all media purchases and campaigns in a single interface.
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Campaign Optimization
Enables marketer to set metrics by which their campaigns are automatically optimized.
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Reach
Amount and quality of inventory partner sites on which ads can be placed.
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Bulk Editing
Enables marketers to edit campaigns in bulk as opposed to one piece at a time.
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Batch Uploading
Allows marketer to upload campaign inventory in a single batch instead of one piece at a time.
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Brand Safety
Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.
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Fraud Protection
Ensures marketer's ad reach and performance is not inflated by bots or spam websites.
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Frequency Capping
Allows marketer to set a limit on how many times a consumer sees their ad.
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Budget Pacing
Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids.
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Creative Optimization
Tools offered for creating and optimizing creative components of campaigns.
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Rich Media Capabilties
Supports rich media display and video ads that involve user interaction.
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In-App Ads
Allows for ads to be placed in mobile apps.
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Mobile Rich Media Capabilities
Supports rich media mobile ads that involve user interaction.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Retargeting Ads
Ads that target individuals who have previously interacted with a brand or visited a specific website
Social (7)
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Social Listening
Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
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Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
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Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
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Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
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Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
Social Functionality (1)
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Social Functionality
Product functionality for social advertising.
Targeting (5)
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Targeting
Able to target desired audiences based on demographics and behavior variables.
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Retargeting
Able to retarget previous impressions to your site across the web to increase conversion rates.
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Geo-Targeting
Able to tailor ads based on consumer general region, state or designated market area (DMA).
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Contextual Targeting
Able to match the marketer's ad with specific content on a site or page.
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Data Sourcing (5)
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Data Sourcing
Compiles data from a breadth of either internal or external sources.
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Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it.
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Multi-Device Data Visualization
Allows users to view data visualizations on several devices.
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Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
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Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (9)
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Lead Scoring
Provides scores or rankings of each prospect based on the data provided.
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Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing.
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Risk Analysis
Warns sales teams of accounts that may be at risk of being lost.
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Live Forecasting
Provides live customer data so that sales organizations forecasts stay current.
Budgeting/Forecasting
Create budgets based on historical data and future projections
Correlation Analysis
Competitive Analysis
Evaluating strengths and weaknesses of companies with the same target audience
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Statistical Analysis
Apply statistical/mathematical models to sets of data
Sales Management (11)
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Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline.
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Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards.
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Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible.
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Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Predictive Analytics
Predict future data based on historical data sets
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Task Management
Create, manage and track all task activities and progression
Contact Management
Manage, organize, and store contact information
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Workflow Management
Create, design and manage workflows for repetitive tasks
Attribution (3)
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Lead Opportunity
Aligns lead scores with predefined lead distribution criteria
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Lead Assignment
Matches and assigns leads to the correct sales representative
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Pipeline Acceleration
Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (11)
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Lead Management
Integrates with lead capture and lead intelligence tools to discover leads
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Scoring/Ranking
Creates and assigns scoring system to rank the viability of leads
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Lead Context
Integrates with CRM or marketing automation tools to contextualize lead data
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Task Management
Create, manage and track all task activities and progression
Contact Management
Manage, organize, and store contact information
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Management (2)
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Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
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Workflow
Aligns lead scores and strategy with existing sales operations
Messenger (5)
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Sequencing
Mapped-out responses for conversations.
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AI
Artificial intelligence (AI) and chatbot involvement.
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Video Chat
Chat with your counterparts over the video in real time
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Customization Interface
Quality of interface for designing and customizing conversation maps.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Channels (6)
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Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
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Website
Conversations enacted through embedding or pop-ups on websites.
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Text Message (SMS)
Conversations enacted through text message (SMS).
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Voice Assistants
Conversations enacted through voice assistants.
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Other
Conversations enacted through other channels.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customers (7)
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Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
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Profiles
Creation and modification of customer profiles based on conversations.
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Analytics
Reporting based around specific and overall conversation results.
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Lead Gathering
Capture and organization of leads from conversations.
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Sales Conversion
Success rate of conversations leading to customer purchases.
Customer Service Analytics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Diagnosis (4)
IP Address
IP address quality analysis.
Domains
Sending domain quality analysis.
Content
Email content analysis.
Policy Compliance
Determing email and domain compliance with policies such as DMARC.
Tracking (5)
Processing Time
Measuring of delivery latency/processing time.
Placement
Tracking which folder email appears in.
Open Rate
Tracking open rate across recipients.
Time to Open
Tracking time between delivery and open.
Alerts
Notifications related to placement and opening.
Reporting (7)
Campaign Performance
Measuring overall campaign performance across recipients.
Domain Reputation
Measuring overall reputation related to specific sending domains.
Brand Reputation
Measuring overall reputation of brand based on all email activity.
Blacklist and Whitelist
Tracking recipient tagging of domains for blacklists and whitelists.
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Dashboards
Provides customizable dashboards that allow users to view and manage data.
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Data Visualizations
Displays attribution data through easy-to-interpret charts and graphs.
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Custom Reporting
Allows users to build custom reports.
Integrated Workflows (13)
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Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
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Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
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Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
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Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
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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.
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Calendar
Integrates with calendar software so users can seamlessly schedule calls.
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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
Repeatability and Reportability (5)
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Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
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Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
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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.
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Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
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Gamification
Provides gamifaction features to rank sales reps on performance
Visitor Behavior (3)
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Monitoring
Monitor the behavior of website and online store visitors
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Targeting
Ability to target website visitors based on behavioral patterns
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Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (7)
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Library
Provide a library of templates for various purposes such as website engagement or e-commerce
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Customization
Allows users to customize templates and use them on multiple channels easily
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Optimization
Track the performance of different versions of templates and suggest optimizations
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Text and Themes
Allow users to edit text and themes on email templates
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Stock Images
Provide a library of stock images to use for emails
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Proofing
Offer email proofing capabilities
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Mobile Responsive
Provide mobile responsive email templates
Personalization (8)
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Recommendation
Recommend products based on order history and online behavior
-
Content
Provide custom content to website visitors based on their online behavior
-
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
-
Search
Optimize search based on the role of the user or inventory availability
-
Personalization Engine
Machine learning or artificial intelligence that powers the personalization features of the platform.
-
Product Recommendations
Tools to automatically recommend products to a customer based on their viewing or purchasing history.
-
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
-
Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
-
Web
Integrate personalized content and recommendations on websites
-
Email
Define customized email templates which are sent automatically
-
Mobile
Include personalization features that are mobile-friendly and responsive
Edit (3)
-
Pre-Made
Offer pre-made email templates
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Build
Allow users to create their own email templates
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HTML
Use drag-and-drop HTML editing to create email templates
Logistics (4)
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Analytics
Provide analytics reporting so that users can see how their campaigns perform
-
Issues
Allow for users to identify potential issues that would stop their emails from sending
-
Integrations
Integrate with email software or email marketing and marketing automation platforms
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Shareable Link
Ability to share email templates via a link to collect feedback on the created emails easily
Text Messaging (12)
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Bulk SMS
Enables users to send mass text message campaigns
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Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
-
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
-
Automatic Replies
Provides automatic text message replies to recipients
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Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
-
Personalization
Offers features for personalizing text messages based on customer information or past behavior
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Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
Link Shortening
Shorten long links into custom or branded links
SMS Messaging
Send messages via SMS
Scheduled Messaging
Send individual or bulk text messages at predetermined times
Chat/Messaging
Communicate using direct chat or messages within the system
2-Way Messaging
Send and receive text messages to communicate with clients or prospects in real-time
Administration (4)
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Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
-
Reports & Analytics
Easily digestible visual representations of data collected by the platform.
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User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
-
Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Design and Customization (4)
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Pre-Designed Templates
Provides pre-designed themes and templates for pop-up messages
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Pop-Up Types
Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.
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No-Code Customization
Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface
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Mobile Optimized
Pop-ups are optimized to display correctly on mobile devices
Campaigns (4)
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Targeting
Ability to target specific visitors based on referrer, geo-location, cookies, or previous history
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Triggered Campaigns
Ability to trigger time-based or behavior-based pop-up campaigns
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A/B Testing
Tools for creating split A/B tests
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Analytics
Measure and visualize campaign performance and conversion rates
Integrations (9)
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CRM/Email Integrations
Integrates with popular CRMs and email marketing software
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WCM Integrations
Integrates with web content management systems
-
E-Commerce Integrations
Integrates with e-commerce platforms
-
Social Media Integrations
Integrates with social networks
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E-Commerce Integration
Integrates with e-commerce platforms.
-
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Domain Integration
Allows companies to connect landing pages to their existing domain.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Attribution Modeling (7)
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Single-Touch Attribution
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
-
Multi-Touch Attribution
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
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Algorithmic Attribution
Uses machine learning to create an attribution model.
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Cross-Device Attribution
Tracks customer interactions across mobile and desktop.
-
Offline Attribution
Allows users to track touchpoints through offline channels, such as events.
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Custom Attribution
Allows the user to create a custom attribution model.
Cross Channel Attribution
Track user conversions from all digital sources
Marketing (5)
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B2B Attribution
Provides features for B2B marketers.
-
B2C Attribution
Provides features for B2C marketers.
-
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
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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.
Platform Interoperability (1)
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Close Ecosystem API
Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.
SMS Platform (7)
-
Reporting
Provides pre-built or customizable performance reports
-
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
-
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
-
Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
-
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
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API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
QR Codes
Matrix barcode that stores information
Page Customization (5)
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Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
-
Templates
Provides ready-made templates for simplified landing page creation.
-
Advanced Customization
Allows users to edit a page's HTML or CSS code, or add custom code.
-
Content Library
Allows users to upload and manage content such as photos, videos, and audio.
Email Templates
Pre-made examples and templates for emails
Page Optimization (7)
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A/B Testing
Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
-
Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices.
-
Web Analytics
Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
-
SEO
Optimizes content to increase search engine result rankings.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI and Automation (5)
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Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
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Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
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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
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Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
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Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Customization (5)
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
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Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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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
Additional Functionality (390)
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Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
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Offline Capability
Can used without an internet connection
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Notifications
Sends notifications when a completed form is recieved
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Payments
Contains integrations with payment processors, enabling users to accept payments through forms
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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
Social Promotion
Market event via social media tools
Customizable Branding
Add customized logos and colors to align with company branding
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Live Chat
Ability to chat online in real time
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mass Texting
Send messages to multiple subscribers at the same time
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Email Templates
Pre-made examples and templates for emails
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Customizable CTAs
Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Data Import/Export
Import and export data to and from software applications
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
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
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Advertising Management
Manage advertising space and its sales within your network or publication
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Campaign Planning
Plan and strategize marketing campaigns
Customer Activity Tracking
A report showing what actions customers perform
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
API
Application programming interface that allows for integration with other systems/databases
Data Import/Export
Import and export data to and from software applications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Predictive Analytics
Predict future data based on historical data sets
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Visitor Tracking
Track visitors and purpose of visits
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customizable Reports
Alter the layout and content of reports
Dashboard Creation
Creation and customization of dashboards
Website Analytics
Track and analyze information regarding website visitors
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
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
Dynamic Modeling
Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Lead Capture
Automatically identify and save contact information of potential customers
Real-Time Reporting
Active reporting of data and metrics
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Dashboard Creation
Creation and customization of dashboards
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Exception Reporting
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Sales Reports
Reports specific to sales analysis for trends and strategies
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Customizable Reports
Alter the layout and content of reports
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Multi-Currency
Manage and handle various international currencies
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.
Grammar Check
Check text for proper grammar usage
Campaign Analytics
Track and interpret campaign performance metrics
For Marketing and Advertising
Used by marketers and advertisers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Content Ideas
Assists in the ideation process for creating new content, including themes, content types, titles and more
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Email Marketing
Create and send email blasts/campaigns
Chat/Messaging
Communicate using direct chat or messages within the system
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Competitor Monitoring
Track activity of your competitors
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Content Marketing
Publish and distribute content to targeted audiences
API
Application programming interface that allows for integration with other systems/databases
Predictive Analytics
Predict future data based on historical data sets
Personalization
Adjust communications based on previous interactions or personal preferences
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Behavior Analytics
Track and analyze user behavior within a system or network
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Text Editing
Edit text as needed
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Natural Language Processing
Process and analyze human language in text or audio form
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Tone Selection
Choose the desired tone for content to be generated
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Keyword Research Tools
Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Brand Guidelines
Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines
Omnichannel Outreach
Using different methods or channels to connect with customers
Customizable Fields
Customize data fields to support various needs and use cases
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Human Handover
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
SMS Messaging
Send messages via SMS
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Chat/Messaging
Communicate using direct chat or messages within the system
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Lead Distribution
Route and distribute your leads to third party buyers
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Data Import/Export
Import and export data to and from software applications
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Real-Time Data
Receive data and information in real time
Real-time Conversations
Send and receive messages in real-time via an online communication channel
Customizable Branding
Add customized logos and colors to align with company branding
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customer Segmentation
Process of dividing customers into groups based on common characteristics
One-to-One Messaging
Send personal messages to clients or attendees
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Appointment Scheduling
Schedule appointments via a calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Group Messaging
Group messaging lets multiple people carry on a group conversation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Email Automation
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Interaction Tracking
Track interaction history by documenting conversations for contacts
Customizable Fields
Customize data fields to support various needs and use cases
Multiple Scoring Models
Create multiple models or equations for generating scores
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Predictive Analytics
Predict future data based on historical data sets
Prioritization
Arrange tasks based on the level of priority or urgency
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Email Marketing
Create and send email blasts/campaigns
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Document Storage
Store and organize documents in a centralized system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Email Tracking
Track delivered, received, and opened emails
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Lead Generation
Manage the process of attracting and converting business prospects into leads
Sales Reports
Reports specific to sales analysis for trends and strategies
Lead Distribution
Route and distribute your leads to third party buyers
Data Enrichment
Combines data from internal sources with disparate data from other internal systems or external sources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lead Capture
Automatically identify and save contact information of potential customers
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Forecasting
Form predictions based on past and present data/trends
Email Templates
Pre-made examples and templates for emails
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Reputation Management
Monitor and manage customers' perceptions about a business, product, or service
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Text-to-Win
Messaging system designed for contests and sweepstakes
Mobile Coupons
Electronic coupons delivered to a mobile device that can be exchanged for a discount
Natural Language Processing
Process and analyze human language in text or audio form
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Keyword Tracking
Track and monitor a specific set of keywords
Multi-Campaign
Manage multiple campaigns in one system
Mass Texting
Send messages to multiple subscribers at the same time
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Consent Management
Manage user consent requests and documents
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Open Rate Tracking
Track the number of open emails, messages, and texts for any campaign
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automated Responses
Automatic reply functionality for incoming messages
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Templates
Sample files or documents that could be customized as needed or used as is
Survey Builder
Create and manage surveys
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile Alerts
Notifications via mobile devices
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
MMS
Sending/receiving messages with multimedia content like images, audio, or video over a cellular network
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile Keywords
Unique word that contains letters or numbers that identifies specific campaigns
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Survey/Poll Management
Create and administer polls and surveys
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
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Contact Management
Manage, organize, and store contact information
Website Management
Built-in website builder or integration with third-party site
API
Application programming interface that allows for integration with other systems/databases
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Email Marketing
Create and send email blasts/campaigns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Forms
Customize contracts and forms to collect specific information
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Real Time Editing
Preview and make real-time changes in the web content
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Customizable Fields
Customize data fields to support various needs and use cases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Autoresponders
Create and automatically send premade copy in response to customer messages
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Activity Tracking
Track and document all activities across devices, networks, and other systems
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Responsive Web Design
Web design that automatically adjusts to look good on different screen sizes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Lead Capture
Automatically identify and save contact information of potential customers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Generative AI (12)
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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
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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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
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AI Text Generation
Allows users to generate text based on a text prompt.
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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
WhatsApp Messaging - WhatsApp Marketing (6)
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Transactional Messages
Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications
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Bulk WhatsApp Messaging
Enables users to send mass WhatsApp marketing campaigns
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Conversational Messaging
Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty
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Personalization
Offers features for personalizing WhatsApp messages based on customer information or past behavior
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Promotional Messages
Allow users to share promotions with subscribers via WhatsApp
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Automated Replies
Provides automated WhatsApp message replies to recipients
WhatsApp Business Platform - WhatsApp Marketing (4)
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Segmentation
Deliver tailored promotions to specific audience segments
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API Integration
Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API
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WhatsApp Commerce
Allow customers to browse, discover, research, purchase, and complete payment in real-time
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Analytics
Provides analytics on opt-ins, open and delivery rates, and click-throughs
Agentic AI - Landing Page Builders (1)
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Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Scoring (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
-
Cross-system Integration
Works across multiple software systems or databases
-
Adaptive Learning
Improves performance based on feedback and experience
-
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
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Attribution (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - SMS Marketing (9)
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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
-
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Campaign Planning
Plan and strategize marketing campaigns
Multi-Language
Manage and support multiple languages
Agentic AI - Vulnerability Scanner (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Salesforce AppExchange Apps (7)
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
Agentic AI - E-Commerce Personalization (2)
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (8)
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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
Agentic AI - Sales Analytics (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
-
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
CRM Integration
Integration with third-party CRM systems
Agentic AI - Sales Engagement (8)
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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
Agentic AI - Marketing Automation (7)
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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
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting
-
Decision Making
Makes informed choices based on available data and objectives
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Social Media Advertising (6)
-
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
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting
-
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversational Marketing (9)
-
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Email Deliverability (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Template Builder (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
Performance Optimization & Learning - AI Marketing Agents (2)
Send-Time Optimization
Determines optimal message delivery times per user
Autonomous A/B Testing
Runs & optimizes experiments without manual setup
Integrations & Data Connectivity - AI Marketing Agents (3)
Event & Data Ingestion
Ingests behavioral & transactional data for real-time decisioning
CRM & CDP Integration
Connects with CRM & customer data platforms for unified data access
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Audience Intelligence & Segmentation - AI Marketing Agents (5)
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Behavioral Triggering
Initiates campaigns based on real-time user actions
Predictive Audience Segmentation
Creates audience segments using machine learning predictions
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
AI Writing Assistant
Generates and edits text using machine learning
Autonomous Campaign Orchestration - AI Marketing Agents (5)
End-to-End Campaign Execution
Builds & launches campaigns without manual workflow configuration
Goal-Based Campaign Planning
Translates marketing goals into structured campaign strategies automatically
Cross-Channel Orchestration
Coordinates messaging across email, SMS, & other channels
Conversational Campaign Setup
Enables campaign creation using natural language prompts
Real-Time Campaign Adaptation
Adjusts campaign execution dynamically based on engagement & performance data
AI Content Generation - AI Marketing Agents (6)
Dynamic Content Optimization
Refines content continuously based on engagement signals
AI Copy Generation
Generates channel-specific marketing content using AI models
Personalized Content Creation
Tailors messaging dynamically to individual user attributes
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
Ad Optimization
Perfecting the ads according to audience by adding relevant images, CTA buttons, keywords and more.
AI Automation - SMS Marketing (1)
AI SMS
Uses AI to automate audience targeting, SMS message personalization, and performance optimization.
AI Content Generation - SMS Marketing (1)
AI SMS
Use AI to generate personalizaed SMS copy for SMS campaigns
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