[
ActiveC... Reviews
](https://www.g2.com/products/activecampaign/reviews)

[
ActiveC... Reviews
](https://www.g2.com/products/activecampaign/reviews)

# ActiveCampaign Features

##### ## Platform (51)

Customization

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Mobile Access

Access software remotely via mobile devices

Lead Generation

Manage the process of attracting and converting business prospects into leads

Customization

System provides sufficient customization to meet business requirements

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

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

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.

Custom Reports

Able to create custom reports to cater to specific metrics and key performance indicators.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Enterprise Scalability

Provides features to allow scaling for large organizations.

Customization

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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.

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

Data Synchronization

Syncs lead data within the sales database for consistency and accuracy

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

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##### ## Sales Force Automation (10)

Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Contract/License Management

Track, store, and access client contracts or licenses

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##### ## Marketing Automation (7)

Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

Email Management

Manage, store and organize emails within the system or via third-party apps

File Management

Create, save, and store files

Deal Management

Defines specific deal parameters to negotiate and secure deals

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##### ## Customer Support (20)

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

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.

Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Workflow Management

Create, design and manage workflows for repetitive tasks

Opportunity Management

Track all opportunities for potential sales and convert them into recurring revenue

Sales Pipeline Management

Pipeline view and tracking lead status

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Predictive Analytics

Predict future data based on historical data sets

Document Management

Store, manage, and track all electronic documents in a centralized location

Channel Management

Manage various distribution channels, build relations with channel partners, and track their performance

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Field Sales Management

Manage or track sales completed by field teams/employees

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##### ## Integration (12)

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Internal Chat Integration

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Prospecting Tools

Tools designed to streamline the process of lead generation and management for sales teams

Real-Time Data

Receive data and information in real time

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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##### ## Mobile & Social (7)

Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Customer Support

Provide online support for your customers through live chat or help desk functionality

Multi-Channel Social Integration

Integrate with more than one social media network

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##### ## Reporting & Analytics (14)

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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.

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.

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.

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.

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.)

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##### ## Email Marketing (4)

Building and Personalizing Emails

Create and design emails with an editor; manage templates; personalize dynamically

Sending Outbound Emails

Create targeted lists, schedule and manage bulk email sending.

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.

Automated Email Responses

Set up automated nurturing emails based on events, online activities, and lead scores

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##### ## Online Marketing (8)

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.

Dynamic Content

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

A/B Testing

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Mobile Optimized

Support mobile-optimized emails, online forms, and landing pages.

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

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##### ## Lead Management (21)

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.

Data Quality Management

Data quality consists of deduplication, cleansing, and appending your marketing database.

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.

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.

Lead Nurturing

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Email Tracking

Track delivered, received, and opened emails

Automated Alerts and Tasks

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

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

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##### ## Campaign Management (22)

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.

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.

Calendaring

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

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.

Campaign Dashboard

Overview of all media purchases and campaigns in a single interface.

Campaign Optimization

Enables marketer to set metrics by which their campaigns are automatically optimized.

Reach

Amount and quality of inventory partner sites on which ads can be placed.

Bulk Editing

Enables marketers to edit campaigns in bulk as opposed to one piece at a time.

Batch Uploading

Allows marketer to upload campaign inventory in a single batch instead of one piece at a time.

Brand Safety

Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.

Fraud Protection

Ensures marketer's ad reach and performance is not inflated by bots or spam websites.

Frequency Capping

Allows marketer to set a limit on how many times a consumer sees their ad.

Budget Pacing

Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids.

Creative Optimization

Tools offered for creating and optimizing creative components of campaigns.

Rich Media Capabilties

Supports rich media display and video ads that involve user interaction.

In-App Ads

Allows for ads to be placed in mobile apps.

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

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##### ## Social (7)

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.

Social Sharing

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

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.

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.

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

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##### ## Social Functionality (1)

Social Functionality

Product functionality for social advertising.

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##### ## Targeting (5)

Targeting

Able to target desired audiences based on demographics and behavior variables.

Retargeting

Able to retarget previous impressions to your site across the web to increase conversion rates.

Geo-Targeting

Able to tailor ads based on consumer general region, state or designated market area (DMA).

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

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##### ## Data Sourcing (5)

Data Sourcing

Compiles data from a breadth of either internal or external sources.

Exporting & Sharing Data

Enables user to communicate data by securely exporting and sharing it.

Multi-Device Data Visualization

Allows users to view data visualizations on several devices.

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.

Data Segmentation

Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

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##### ## Predictive Analytics (9)

Lead Scoring

Provides scores or rankings of each prospect based on the data provided.

Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing.

Risk Analysis

Warns sales teams of accounts that may be at risk of being lost.

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

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##### ## Sales Management (11)

Live Pipeline Management

Updates every time a change is made enabling users to trace a deal through the pipeline.

Sales Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

Account-Based Analytics

Provides insightful data at the account level to arm salespeople with the most relevant information possible.

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

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##### ## Attribution (3)

Lead Opportunity

Aligns lead scores with predefined lead distribution criteria

Lead Assignment

Matches and assigns leads to the correct sales representative

Pipeline Acceleration

Determines which leads should be prioritized and then accelerates them up the pipeline

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##### ## Discovery (11)

Lead Management

Integrates with lead capture and lead intelligence tools to discover leads

Scoring/Ranking

Creates and assigns scoring system to rank the viability of leads

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

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##### ## Management (2)

Conversion Viability

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Workflow

Aligns lead scores and strategy with existing sales operations

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##### ## Messenger (5)

Sequencing

Mapped-out responses for conversations.

AI

Artificial intelligence (AI) and chatbot involvement.

Video Chat

Chat with your counterparts over the video in real time

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.

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##### ## Channels (6)

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Website

Conversations enacted through embedding or pop-ups on websites.

Text Message (SMS)

Conversations enacted through text message (SMS).

Voice Assistants

Conversations enacted through voice assistants.

Other

Conversations enacted through other channels.

Multi-Channel Marketing

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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##### ## Customers (7)

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Profiles

Creation and modification of customer profiles based on conversations.

Analytics

Reporting based around specific and overall conversation results.

Lead Gathering

Capture and organization of leads from conversations.

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

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##### ## 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.

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##### ## 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.

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##### ## 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.

Dashboards

Provides customizable dashboards that allow users to view and manage data.

Data Visualizations

Displays attribution data through easy-to-interpret charts and graphs.

Custom Reporting

Allows users to build custom reports.

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##### ## Integrated Workflows (13)

Task Management

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

CRM Integration

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Calendar

Integrates with calendar software so users can seamlessly schedule calls.

Shared Records

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Business Process Automation

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Sales Pipeline Management

Pipeline view and tracking lead status

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

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##### ## Repeatability and Reportability (5)

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Workflow Management

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Workflow Performance

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Gamification

Provides gamifaction features to rank sales reps on performance

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##### ## Visitor Behavior (3)

Monitoring

Monitor the behavior of website and online store visitors

Targeting

Ability to target website visitors based on behavioral patterns

Guided Selling

Adapt the selling process to each visitor, including content and pricing

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##### ## Templates (7)

Library

Provide a library of templates for various purposes such as website engagement or e-commerce

Customization

Allows users to customize templates and use them on multiple channels easily

Optimization

Track the performance of different versions of templates and suggest optimizations

Text and Themes

Allow users to edit text and themes on email templates

Stock Images

Provide a library of stock images to use for emails

Proofing

Offer email proofing capabilities

Mobile Responsive

Provide mobile responsive email templates

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##### ## Personalization (8)

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.

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##### ## 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

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##### ## Edit (3)

Pre-Made

Offer pre-made email templates

Build

Allow users to create their own email templates

HTML

Use drag-and-drop HTML editing to create email templates

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##### ## Logistics (4)

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

Shareable Link

Ability to share email templates via a link to collect feedback on the created emails easily

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##### ## Text Messaging (12)

Bulk SMS

Enables users to send mass text message campaigns

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

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

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

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##### ## Administration (4)

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.

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.

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##### ## Design and Customization (4)

Pre-Designed Templates

Provides pre-designed themes and templates for pop-up messages

Pop-Up Types

Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.

No-Code Customization

Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface

Mobile Optimized

Pop-ups are optimized to display correctly on mobile devices

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##### ## Campaigns (4)

Targeting

Ability to target specific visitors based on referrer, geo-location, cookies, or previous history

Triggered Campaigns

Ability to trigger time-based or behavior-based pop-up campaigns

A/B Testing

Tools for creating split A/B tests

Analytics

Measure and visualize campaign performance and conversion rates

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##### ## Integrations (9)

CRM/Email Integrations

Integrates with popular CRMs and email marketing software

WCM Integrations

Integrates with web content management systems

E-Commerce Integrations

Integrates with e-commerce platforms

Social Media Integrations

Integrates with social networks

E-Commerce Integration

Integrates with e-commerce platforms.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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.)

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##### ## Attribution Modeling (7)

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.

Algorithmic Attribution

Uses machine learning to create an attribution model.

Cross-Device Attribution

Tracks customer interactions across mobile and desktop.

Offline Attribution

Allows users to track touchpoints through offline channels, such as events.

Custom Attribution

Allows the user to create a custom attribution model.

Cross Channel Attribution

Track user conversions from all digital sources

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##### ## Marketing (5)

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.)

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.

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##### ## Platform Interoperability (1)

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.

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##### ## 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

API Integration

Facilitates the integration of text messaging into existing business applications through an SMS gateway API

QR Codes

Matrix barcode that stores information

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##### ## Page Customization (5)

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

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##### ## Page Optimization (7)

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

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##### ## AI and Automation (5)

Lead Prioritization

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Lead Scoring

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Best Time of Day Scheduling

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Buyer Intelligence

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.

Machine Learning

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

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##### ## Customization (5)

Custom Fields

Allows users to add custom fields to forms that aren't already on the templates

Conditional Logic

Enables forms to hide or show certain fields based on respondents' answers

Multi-page Forms

Allows users to create forms with more than one page

Design

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Forms Creation & Design

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

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##### ## Additional Functionality (390)

Embedded Forms

Enables forms to be embedded onto a website without having to create code from scratch

Offline Capability

Can used without an internet connection

Notifications

Sends notifications when a completed form is recieved

Payments

Contains integrations with payment processors, enabling users to accept payments through forms

Mobile Forms

Allows users to build, distribute and access forms from a mobile device

Customizable Forms

Customize contracts and forms to collect specific information

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Show More

##### ## Generative AI (12)

AI Text Generation

Allows users to generate text based on a text prompt.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Proposal Generation

Create proposals based on costs of labor and materials

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Generation

Allows users to generate text based on a text prompt.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Lead Generation

Manage the process of attracting and converting business prospects into leads

Show More

##### ## WhatsApp Messaging - WhatsApp Marketing (6)

Transactional Messages

Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications

Bulk WhatsApp Messaging

Enables users to send mass WhatsApp marketing campaigns

Conversational Messaging

Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty

Personalization

Offers features for personalizing WhatsApp messages based on customer information or past behavior

Promotional Messages

Allow users to share promotions with subscribers via WhatsApp

Automated Replies

Provides automated WhatsApp message replies to recipients

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##### ## WhatsApp Business Platform - WhatsApp Marketing (4)

Segmentation

Deliver tailored promotions to specific audience segments

API Integration

Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API

WhatsApp Commerce

Allow customers to browse, discover, research, purchase, and complete payment in real-time

Analytics

Provides analytics on opt-ins, open and delivery rates, and click-throughs

Show More

##### ## Agentic AI - Landing Page Builders (1)

Cross-system Integration

Works across multiple software systems or databases

Show More

##### ## Agentic AI - Lead Scoring (7)

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

Show More

##### ## 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

Show More

##### ## Agentic AI - SMS 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

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

Show More

##### ## Agentic AI - Vulnerability Scanner (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

##### ## 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

Show More

##### ## Agentic AI - E-Commerce Personalization (2)

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

##### ## Agentic AI - CRM (8)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Calendar/Reminder System

Notifications/alerts for upcoming events or tasks

Show More

##### ## Agentic AI - Sales Analytics (7)

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

Show More

##### ## Agentic AI - Sales Engagement (8)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Show More

##### ## Agentic AI - Marketing Automation (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

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

Show More

##### ## 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

Show More

##### ## 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

Show More

##### ## 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

Show More

##### ## Agentic AI - Email Template Builder (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Show More

##### ## 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

Show More

##### ## 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

Show More

##### ## 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

Show More

##### ## 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

Show More

##### ## 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.

Show More

##### ## AI Automation - SMS Marketing (1)

AI SMS

Uses AI to automate audience targeting, SMS message personalization, and performance optimization.

Show More

##### ## AI Content Generation - SMS Marketing (1)

AI SMS

Use AI to generate personalizaed SMS copy for SMS campaigns

Show More

## Top-Rated Alternatives

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Case Management](/glossary/case-management)

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

[Machine Learning](/glossary/machine-learning-definition)

What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.

[Program Management](/glossary/program-management)

Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.

ActiveCampaign Comparisons

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##### Categories on G2

[Sales Engagement](https://www.g2.com/categories/sales-engagement)[CRM](https://www.g2.com/categories/crm)[Sales Analytics](https://www.g2.com/categories/sales-analytics)

[Sales Engagement](https://www.g2.com/categories/sales-engagement)[CRM](https://www.g2.com/categories/crm)[Sales Analytics](https://www.g2.com/categories/sales-analytics)[Online Form Builder](https://www.g2.com/categories/online-form-builder)[SMS Marketing](https://www.g2.com/categories/sms-marketing)[Marketing Automation](https://www.g2.com/categories/marketing-automation)[Conversational Marketing](https://www.g2.com/categories/conversational-marketing)[Social Media Advertising](https://www.g2.com/categories/social-media-advertising)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[Lead Scoring](https://www.g2.com/categories/lead-scoring)[Email Deliverability](https://www.g2.com/categories/email-deliverability)[Landing Page Builders](https://www.g2.com/categories/landing-page-builders)[AI Marketing Agents](https://www.g2.com/categories/ai-marketing-agents)[Email Template Builder](https://www.g2.com/categories/email-template-builder)[Attribution](https://www.g2.com/categories/attribution)[Pop-Up Builder](https://www.g2.com/categories/pop-up-builder)[E-Commerce Personalization](https://www.g2.com/categories/e-commerce-personalization)[WhatsApp Marketing](https://www.g2.com/categories/whatsapp-marketing)

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