Agillic Features

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

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.

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.

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

System provides sufficient customization to meet business requirements

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

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

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.

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.

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

Manage the process of attracting and converting business prospects into leads

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

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage contacts across multiple mailing lists

Access software remotely via mobile devices

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

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

Manage advertised inventory that is featured and tracked across marketing campaigns

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

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

Create, save, and store files

Create, design and manage workflows for repetitive tasks

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

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

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

Specify or track the date/time a project, task, etc., is due for completion

Manage contact details and communication with clients

Plan and coordinate all the resources, costs and time needed to execute assignments

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

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

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

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

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

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

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

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.

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Create many versions of emails, forms, or actions and gauge which is most effective

Customize contracts and forms to collect specific information

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

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.

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.

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

Track delivered, received, and opened emails

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

Sync lead, contact, account, and opportunity information with your CRM system.

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

Receive data and information in real time

Manage campaigns and track engagement for marketing efforts across social media channels

Create and send email blasts/campaigns

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

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Track and document all activities across devices, networks, and other systems

Tracks metrics that provide insight into how a user interacts with any interface or product

Track visibility and traffic from search engines

Send promotional campaigns or transactional messages via text messages

Monitor activity of individuals who visit your website using cookies

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.

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.

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

Create, design and manage workflows for repetitive tasks

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ads that target individuals who have previously interacted with a brand or visited a specific website

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.

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

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Send automated marketing emails based on user actions over a predetermined period

Manage multiple campaigns in one system

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.

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.

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.

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.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Track and analyze user behavior within a system or network

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Product functionality for social advertising.

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

Presents messaging depending on customer behavior.

Presents messaging depending on customer context.

IP address quality analysis.

Sending domain quality analysis.

Email content analysis.

Determing email and domain compliance with policies such as DMARC.

Measuring of delivery latency/processing time.

Tracking which folder email appears in.

Tracking open rate across recipients.

Tracking time between delivery and open.

Notifications related to placement and opening.

Measuring overall campaign performance across recipients.

Measuring overall reputation related to specific sending domains.

Measuring overall reputation of brand based on all email activity.

Tracking recipient tagging of domains for blacklists and whitelists.

Allow users to customize their messages.

Schedule push notifications to be delivered at a specific date and time, or set an expiration for time-bound messages

Retarget your messages based on previous user engagement.

Segment audience based on device type, location, demographics, customer behavior, etc.

Automate notifications based on user behavior

Process of dividing customers into groups based on common characteristics

Track and report on performance metrics and conversions

Report on audience demographics and engagement

Send automated marketing emails based on user actions over a predetermined period

Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles.

Content triggered by customer's given geolocation.

Emails triggered by customer activity or behavior.

Messages triggered by customer activity or behavior.

Provides recommendations based on customer metrics.

Calculates and presents customized discounts.

Personalizes web experiences and presented content based on customer metrics.

Enables users to send mass text message campaigns

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Provides automatic text message replies to recipients

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

Allows users to establish automated workflows and triggers to deliver transactional text messages

Shorten long links into custom or branded links

Send messages via SMS

Send individual or bulk text messages at predetermined times

Communicate using direct chat or messages within the system

Send and receive text messages to communicate with clients or prospects in real-time

Test variations of a push notification on a portion of users and track conversions

Personalize messages with contextual data such as customer names or product recommendations

Enhance messages with images, emojis, animated gifs, or videos

Integrate with third-party marketing or e-commerce software

Set-up notifications and alerts for mobile apps.

Set-up SMS-based notifications and alerts for mobile devices.

Set-up notifications and alerts for web browsers and apps.

Provides pre-built or customizable performance reports

Automate workflows and trigger campaigns based on customer actions

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

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

Matrix barcode that stores information

Allows users to drag and drop items and content to customize their site's look.

Provides ready-made templates for simplified landing page creation.

Allows users to edit a page's HTML or CSS code, or add custom code.

Allows users to upload and manage content such as photos, videos, and audio.

Pre-made examples and templates for emails

Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.

Creates mobile responsive pages for optimized viewing on mobile devices.

Gives users insight into unique pageviews, conversions, visitor location and device type, etc.

Optimizes content to increase search engine result rankings.

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

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

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

Allows companies to connect landing pages to their existing domain.

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

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

Allows users to generate text based on a text prompt.

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

Manage the process of attracting and converting business prospects into leads

Software program that continuously adjusts its behavior based on observed data

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

Plan and strategize marketing campaigns

Manage and support multiple languages

Plan and strategize marketing campaigns

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Use AI to generate personalizaed SMS copy for SMS campaigns

Market event via social media tools

Add customized logos and colors to align with company branding

Observe and track the demand, usage, progress or quality of a system, product, or user

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Ability to chat online in real time

Visualize and analyze customer experience across all touchpoints and channels

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

Send messages to multiple subscribers at the same time

Assemble applications and processes by dragging over and arranging pre-built components

Pre-made examples and templates for emails

Automatically create schedules based on business needs or employee availability and qualifications

Set campaign schedules by selecting start, pause, and end dates

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Automatically identify and save contact information of potential customers

Pre-designed layouts that can be customized to match preferences and requirements

Automate workflows and trigger campaigns based on customer actions

Predefined actions automatically performed on the occurance of specific events

See past and upcoming campaigns and communications in a calendar view

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Import and export data to and from software applications

Score a lead on their quality or likelihood to buy based on certain behaviors

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

Application programming interface that allows for integration with other systems/databases

Assemble applications and processes by dragging over and arranging pre-built components

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

Predefined actions automatically performed on the occurance of specific events

Manage and support multiple languages

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

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

Geographic location of visitors determines behavior of the software

Visualize and analyze customer experience across all touchpoints and channels

Add or remove subscribers from mailing lists

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

Create, design, and visually represent processes within the software

Verify the identity of users/devices to enable secure access

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Track visitors'/audience's responses across web pages and other optimized content

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

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

An editor that enables users to edit all aspects of notifications.

Streamlining repetitive tasks and activities through automated and predefined workflows

Set campaign schedules by selecting start, pause, and end dates

Monitor and manage customers' perceptions about a business, product, or service

Enable custom polls/voting to facilitate decision-making or increase engagement

Track and manage adherence to policies for any service, product, process, or supplier

Process of dividing customers into groups based on common characteristics

Create landing pages or online forms designed to capture new leads and prospects

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Messaging system designed for contests and sweepstakes

Electronic coupons delivered to a mobile device that can be exchanged for a discount

Process and analyze human language in text or audio form

Pre-designed layouts that can be customized to match preferences and requirements

Send automated marketing emails based on user actions over a predetermined period

Manage, organize, and store contact information

Track and document all activities across devices, networks, and other systems

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

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

Track and monitor a specific set of keywords

Manage multiple campaigns in one system

Send messages to multiple subscribers at the same time

Track interaction history by documenting conversations for contacts

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

Manage user consent requests and documents

Tracks metrics that provide insight into how a user interacts with any interface or product

Track the number of open emails, messages, and texts for any campaign

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

Automatic reply functionality for incoming messages

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Sample files or documents that could be customized as needed or used as is

Create and manage surveys

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

Customize data fields to support various needs and use cases

Timed notification for any upcoming task, deadline, appointment, or activity

Notifications via mobile devices

Automatically create schedules based on business needs or employee availability and qualifications

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

Sending/receiving messages with multimedia content like images, audio, or video over a cellular network

Predefined actions automatically performed on the occurance of specific events

Unique word that contains letters or numbers that identifies specific campaigns

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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

Create and automatically send premade copy in response to customer messages

Create and administer polls and surveys

Group campaigns by project, client, or campaign for better management.

Adds a customizable form to the landing page, usually for the purposes of lead generation

Manage, organize, and store contact information

Built-in website builder or integration with third-party site

Application programming interface that allows for integration with other systems/databases

Send automated marketing emails based on user actions over a predetermined period

Create and send email blasts/campaigns

Predefined actions automatically performed on the occurance of specific events

Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain

Tracks metrics that provide insight into how a user interacts with any interface or product

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

Add customized logos and colors to align with company branding

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

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

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

Customize contracts and forms to collect specific information

Optimize and manage the search engine optimization efforts for a website or digital content

Preview and make real-time changes in the web content

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

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

Store, manage and track all forms in a centralized location

An extended application or connector that enables users to perform additional services with their current set of tools

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Customize data fields to support various needs and use cases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create and automatically send premade copy in response to customer messages

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track and document all activities across devices, networks, and other systems

Collaborate on creating a product by sharing and adjusting designs through a shared portal

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

Web design that automatically adjusts to look good on different screen sizes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automatically identify and save contact information of potential customers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of dividing customers into groups based on common characteristics

Web form that allows users to enter data that is sent and processed for different reasons