Base Features

Manages user profiles and contact records by allowing members to create and customize profiles with personal information and activity, while automatically uploading and maintaining this data within the company’s contact database.

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

Helps members find and connect with relevant community members.

Allows members to invite and refer new members to join the community.

Enables the creation of dedicated spaces or groups to organize community content and discussions.

Allows monetization through paid access or subscription-based community tiers with built-in access control.

Enables sharing of images, videos, files, and other media within the community.

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

Helps engage members through gamification features such as points, rewards, and engagement metrics.

Provides native tools to create polls and ask questions within the community.

Allows administrators to automate community workflows and actions.

Identifies member behavior trends, popular topics, and sentiment across the community.

Provides tools to measure and analyze member engagement, participation, and activity within the community.

Provides functionality to download community data and reports in multiple formats.

Tracks return on investment from community efforts, including retention, engagement, and revenue impact.

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

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

Enables members to participate in discussion threads or activity feeds within the community platform.

Allows hosts to broadcast live video sessions directly to the community without requiring third-party tools.

Allows real-time or asynchronous messaging between members within the platform.

Supports creating, hosting, and managing virtual or in-person community events within the platform.

Allows admins to assign roles and control access to features, content, and moderation tools.

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Organize and edit a group of people's policy and members

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Database of members to track personal information of individuals and families

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

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

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

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track and manage schedules and meetings via an integrated calendar

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

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

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

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.

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

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

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

Manage, organize, and store contact information

Create, manage and track all task activities and progression

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

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

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

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

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

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

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

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability.

Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application.

Provides a mobile application.

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

Create editorial calendars that can be accessed by multiple users. Schedule content in advance to post at a later date.

Create content plans or calendars for multiple users and schedule content in advance.

Provides users with tools to rebrand users’ content with creative customizations, themes, promotional elements, etc.

Allows users to display a UGC gallery on their website

Gives users a central place to store and manage UGC through folders, tags, etc.

Integrates with social media platforms to collect customer posts that mention or display a particular brand

Integrates with content creation tools to allow users to edit and customize content

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

Integrates with social media platforms to allow brands to reach out directly to users to request rights to reuse their content

Set up automation to request user-generated content from creators/influencers

Manage contact details and relationships with influencer CRMs and communication tools such as in-app messaging and chat

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage interactive contests or challenges

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

Create, design and manage workflows for repetitive tasks

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

Provides personalized onboarding sessions to help brands get started

Provides 24/7 customer support and technical assistance through different channels like email, chat, call, and video

Gives users insights into customer behavior and campagin performance by tracking clicks, views, content metrics, and user sentiments

Enables UGC galleries to intelligently load only when they are ready to be used, reducing overall page weight and improving website performance

Ability to publish content either from the source it was created or through a third party.

Create and publication of content for social media platforms.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Provides the ability to generate video from a text prompt.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

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

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

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

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

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

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

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

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

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

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

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

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

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

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

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Receive and/or send email notifications for urgent updates, requests, or other information

Process of dividing customers into groups based on common characteristics

Manage multiple campaigns in one system

Create and send email blasts/campaigns

Alter the layout and content of reports

Create and manage advertising campaigns on social media networks

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

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

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

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

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

Pre-made examples and templates for emails

Search and filter data across systems to locate required information by entering keywords or certain criteria

A repository of content that has been approved for sharing with current and prospective clients

Gauge satisfaction and receive information for improvement and success

Encourage your customers to promote your company by providing materials, tools, and reward programs

Import and export data to and from software applications

Market event via social media tools

Enables employees to promote their company by supplying them with materials, tools, and reward programs

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

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

Find & retrieve relevant data or documents

Receive system updates as soon as any changes are made

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

Customize data fields to support various needs and use cases

Add customized logos and colors to align with company branding

Enable advocates to promote nonprofit, charitable, and/or political organizations and causes

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

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

Centralized repository to store content and assets

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

Games or game-like elements to track progress and reward accomplishments

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

Track products that are for sale at a reduced price or part of coupon promotions

Initiate interactions with customers by proactively starting conversations or providing informational content

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

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Track and interpret campaign performance metrics

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

Analyze and gain insights into data in real-time

Record customer information, purchase history, and other notes

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

Enable students, customers or employees to engage with each other in a particular space online or offline

Strategize and implement rewards for returning customers, employees and other members

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

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

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Process of communicating with an online community and measuring the effectiveness of activity

Predefined actions automatically performed on the occurance of specific events

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Plan and strategize marketing campaigns

Point or incentive based programs loyalty programs designed to increase customer engagement

Track and manage advocate communication, engagement, and performance

Automatically identify and save contact information of potential customers

Log and store the source of contacts/leads

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

Design, communicate, and distribute incentives to perform a specific action

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

Ability of the software to take the manual effort out of the process of requesting and collecting references

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

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor and track how often customer references are used

Ability to submit references via phone or audio files

Used as a promotional or demonstration tool in sales and marketing presentations

Create, design and manage workflows for repetitive tasks

Configure existing workflows to meet your organization's needs

Request or submit references by recording a video

Create and administer polls and surveys

Manage, organize, and store contact information

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

A report showing what actions customers perform

A collection of customer information such as contact details, demographics, previous interactions, etc.

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Manage the process of attracting and converting business prospects into leads

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

Customizable templates for referral documents, emails, and sharable links

For customer referral programs / referral marketing products

Products that allow employees to make referrals for open job positions

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Identify and prevent suspicious activity

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

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

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

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

For creative teams and agencies

Intended to be used by online stores

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Schedules specific times for content to appear on social media platforms, blogs, websites etc.

Group leads or contacts based on their specific characteristics

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

See past and upcoming campaigns and communications in a calendar view

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track the usage of certain hashtags

Provide tools to search for and vet influencers within an influencer network, search engine, database, or across social networks

Software program that continuously adjusts its behavior based on observed data

Log and store the source of contacts/leads

Accept and process online payment transactions

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

Tool to send questionnaires to customers to gauge feedback

Ratings/Reviews

Distributing content through various platforms or channels

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

Adjust communications based on previous interactions or personal preferences

Track and monitor a specific set of keywords

Manage the process of evaluating documents or requests submitted for approval

Collect user-generated content in the form of videos, photos, text reviews, and more

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion

Encourage your customers to promote your company by providing materials, tools, and reward programs

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

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

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

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

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

Allow users to access multiple services after entering their login credentials once

Reminders sent via email

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

Online forums/groups where users can ask questions, share ideas, best practices, etc.

The creation, development, and sharing of potentially innovative new ideas

Adjust communications based on previous interactions or personal preferences

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

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

Controls/tools to moderate the session

An @mention is a way to tag or notify a specific person about a message/post

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Access software remotely via mobile devices

Find & retrieve relevant data or documents

Import and export data to and from software applications

Leave comments and notes on documents for others to view

Store and organize documents in a centralized system

Add customized logos and colors to align with company branding

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

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

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