AiTrillion Features
Integration (4)
-
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.
Platform (12)
-
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
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
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
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
Campaign Management (7)
-
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.
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
Reporting & Analytics (11)
-
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.)
Communication (7)
-
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
-
Notifications
Delivers notifications to both sides of the conversation.
-
Targeted Emails
Sends automated emails to further engage clients and potential clients.
-
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Internal Use (6)
-
Customization
Allows users to customize chat colors, text, logos, and branding.
-
Conversation Archiving
Archives conversations in a separate location for later reference.
-
Lead Development
Enables employees to denote potential customers.
-
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
-
Customer Profiles
Allows for the creation of profiles for contacts and customers.
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
Templates (3)
-
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
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.
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
Campaigns (10)
-
Customize
Allow users to customize their messages.
-
Scheduling
Schedule push notifications to be delivered at a specific date and time, or set an expiration for time-bound messages
-
Retarget
Retarget your messages based on previous user engagement.
-
Segmentation
Segment audience based on device type, location, demographics, customer behavior, etc.
-
Triggered Notifications
Automate notifications based on user behavior
Customer Segmentation
Process of dividing customers into groups based on common characteristics
-
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
Analytics (3)
-
Campaign Performance
Track and report on performance metrics and conversions
-
Audience Insights
Report on audience demographics and engagement
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Optimization (7)
-
A/B Testing
Test variations of a push notification on a portion of users and track conversions
-
Personalization
Personalize messages with contextual data such as customer names or product recommendations
-
Rich Notifications
Enhance messages with images, emojis, animated gifs, or videos
-
Integrations
Integrate with third-party marketing or e-commerce software
App Notifications
Set-up notifications and alerts for mobile apps.
SMS Notifications
Set-up SMS-based notifications and alerts for mobile devices.
Web Notifications
Set-up notifications and alerts for web browsers and apps.
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.
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
Integrations (4)
-
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
Collection (5)
-
Authentication
Provide multiple methods of user authentication such as social media accounts.
-
Review Forms
Generate review forms and questionnaires to gather feedback from users.
-
Personalization
Ability to personalize review forms and questionnaires based on user type.
-
Engagement
Allow users to share, like/dislike, and comment on reviews.
-
Community Q&A
Consumers can ask questions about products and request feedback from peers.
Moderation (3)
-
Reviewer Validation
Checks to ensure the reviewers are real people who used the products.
-
Response Types
Evaluate consumer feedback to ensure that it's authentic and relevant.
-
Legal Agreements
Define and implement terms and conditions for privacy, copyright, or intellectual property.
Use Cases (3)
-
E-commerce
Reviews can be collected directly from e-commerce platforms or online stores.
-
Retail
Reviews can be distributed across multiple channels (online, in store, etc.).
-
Customer Service
Allow consumers to provide feedback while interacting with customer service representatives.
Administration (4)
-
Incentives
Provide incentives for reviewers, such as coupons and gift cards.
-
Insights
Analyze data points such as page views, average rating, or consumer sentiment.
-
Content
Support multiple types of user generated content such as text, video, or photos.
-
Sampling
Manage product samples used for promotional purposes.
Display Options (6)
-
Badges
Generate multiple types of badges based on user ratings.
-
Widgets
Create reviews widgets that can be embedded on websites and online stores.
-
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
-
Marketing
Manage marketing campaigns, as well as SEO, SERP, and A/B testing.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Website Integration
Seamlessly integrates with 3rd party websites
Loyalty Experience (6)
-
Loyalty Engine
Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.
-
Rewards
Offers a flexible and customizable reward system.
-
Membership
Segments customers into tiers or membership groups.
-
Personalization
Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.
-
Gamification
Provides gamified features such as badges, achievements, and leaderboards.
-
Loyalty Cards
Includes tools for managing and designing branded physical or digital loyalty cards.
Loyalty Platform (14)
-
Communication Tools
Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.
-
Customer Relationship Management (CRM)
Allows users to view and manage customer profiles within the platform.
-
Loyalty Analytics
Offers comprehensive analytics to track ROI and engagement with the loyalty program.
-
Localization
Supports multiple languages and currencies.
-
Integrations
Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Membership Management
Database of members to track personal information of individuals and families
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Survey/Poll Management
Create and administer polls and surveys
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Generative AI (7)
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-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
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.
Agentic AI - Loyalty Management (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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Push Notification (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Agentic AI - Personalization (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
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
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
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
Agentic AI - Review Management (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
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
AI Personalization - Personalization (3)
Predictive Recommendations
Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.
Audience Segmentation
Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.
Adaptive Content
Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data
Additional Functionality (178)
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Website Personalization
Customize website features
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Real-Time Reporting
Active reporting of data and metrics
Content Analytics
Behavioral Targeting
Display advertising and marketing messages to users based on their browsing history and preferences
Account Based Marketing
Provide personalized marketing content
Website Analytics
Track and analyze information regarding website visitors
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Profiles
Record customer information, purchase history, and other notes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contextual Targeting
Experience Management
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.
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
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Forms
Customize contracts and forms to collect specific information
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
API
Application programming interface that allows for integration with other systems/databases
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Geotargeting
Geographic location of visitors determines behavior of the software
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Subscriber Management
Add or remove subscribers from mailing lists
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Visual Workflow Management
Create, design, and visually represent processes within the software
Authentication
Verify the identity of users/devices to enable secure access
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Notification Editor
An editor that enables users to edit all aspects of notifications.
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
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
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Review Monitoring
Automatically monitor and receive alerts for any new online reviews
Email Reminders
Reminders sent via email
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Import/Export
Import and export data to and from software applications
Review Notification
Notifies a business when a review is left
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Survey/Poll Management
Create and administer polls and surveys
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
SMS Messaging
Send messages via SMS
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Reports
Alter the layout and content of reports
Response Management
Planning and managing of resources and procedures to mitigate the impact of events and incidents
Customizable Branding
Add customized logos and colors to align with company branding
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Review Badge Management
Allows businesses to manage badges from review websites.
Negative Feedback Management
Identify, track, and respond to negative feedback
Social Sharing
Allows businesses to share their videos on social media.
Real-Time Data
Receive data and information in real time
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Commenting/Notes
Leave comments and notes on documents for others to view
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Social Promotion
Market event via social media tools
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Email Management
Manage, store and organize emails within the system or via third-party apps
Review Request
Allows businesses to request reviews from their customers
Multi-Location
Manage and support multiple locations
Multi-Channel Campaigns
Allows for businesses to run a variety of different campaigns across different channels
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Referral Tracking
Log and store the source of contacts/leads
Customizable Branding
Add customized logos and colors to align with company branding
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Member Portal
Online gateway through which members can access/update personal information
Campaign Planning
Plan and strategize marketing campaigns
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Email Marketing
Create and send email blasts/campaigns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Campaign
Manage multiple campaigns in one system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customer Profiles
Record customer information, purchase history, and other notes
Social Promotion
Market event via social media tools
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customer Activity Tracking
A report showing what actions customers perform


