[
Activel... Reviews
](https://www.g2.com/products/actively-ai/reviews)

[
Activel... Reviews
](https://www.g2.com/products/actively-ai/reviews)

# Actively AI Features

##### 
## 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 (3)

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

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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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##### 
## Platform (2)

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

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##### 
## Lead Facilitation (4)

Customer-facing Chatbot

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Lead Qualification

Automatically calculates which leads are the most likely to become a customer.

Lead Follow-up

Automatically contacts all leads.

Meeting Scheduling

Utilizes natural language processing to set up meetings.

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##### 
## Organization (3)

Opportunity and Pipeline Management

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.

Data Entry

Automates the entry of collected data.

Integrations / APIs

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

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##### 
## Performance Analysis (2)

Coaching

Provides real-time coaching to sales representatives.

Peformance Tracking

Tracks and analyzes sales representative performance.

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##### 
## Sales Analysis (2)

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Sales Forecasting

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

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##### 
## Generative AI (2)

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.

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##### 
## Agentic AI - Lead Scoring (4)

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

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##### 
## Agentic AI - AI Sales Assistant (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

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[

 ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM")

Sponsored

Zoho CRM

4.1/5

(2,931)

Visit Website

](javascript:void(0))

## Top-Rated Alternatives

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Agentforce Sales (formerly Salesforce Sales Cloud)

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[
View All Alternatives
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##### Categories on G2

[
AI Sales Assistant
](https://www.g2.com/categories/ai-sales-assistant)[
Lead Scoring
](https://www.g2.com/categories/lead-scoring)

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