CallRail Features

Generate phone numbers native to a target location

Create toll free numbers for tracking purposes

Transfer existing numbers into the call tracking system

Record which campaigns and landing pages are converting into phone calls

Assign a unique tracking number to each visitor

Decipher which marketing channels are converting and most effective

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

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

Direct a phone call without the need for a human representative, but instead a voice responder

Route calls based on the time of the day to reach the proper representative

Route calls based on location to reach the proper representative

Sends voice calls to a specific queue based on predetermined criteria

Provide the representative with caller data upon receiving a phone call

Offer the ability to capture and replay a conversation for further information

Prepare detailed reports regarding call data by source, keyword, or landing page

Uses machine learning to analyze conversations and optimize call performance

Active reporting of data and metrics

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

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

Engage in direct, instant messaging with consumers

Allows users to customize chat colors, text, logos, and branding.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Collects and reports on data relating to customer journeys, preferences, and history

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Includes features for budgeting, forecasting, and managing marketing investments

Offers a white labeling service for agencies or resellers to customize platform branding

Collect information from multiple sources

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

Track and monitor a specific set of keywords

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

Track the performance of marketing campaigns across multiple channels.

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

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

Generate or append custom campaign parameters to URLs

Receive data and information in real time

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

Track the amount of clicks on individual products to measure campaign results

Manage, organize, and store contact information

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

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

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

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

Create, design and manage workflows for repetitive tasks

Analyzes historical and current marketing campaigns to inform future strategy

Creates reports and dashboards to analyze results of campaigns

Identifies which marketing campaigns resolved in open or closed opportunities

Collects marketing campaign performance data across multiple channels

Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization

Manage multiple campaigns in one system

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

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

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

Analyze and gain insights into data in real-time

Alter the layout and content of reports

Records calls for future reference.

Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement.

Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers.

Manage, organize, and store contact information

Allows users to take notes during or after the call for future reference.

Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer.

Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Software program that continuously adjusts its behavior based on observed data

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.

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Software program that continuously adjusts its behavior based on observed data

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

Provides voice call functionality.

Ability to chat online in real time

Accepts contacts initiated through SMS or other mobile text functions.

Sends voice calls to a specific queue based on predetermined criteria

Callers can be routed to a queue or placed on hold until an agent becomes available.

Place a large or unlimited volume of calls simultaneously without diminishing the call quality.

Provides some level of analytics based on keywords and vocal tones.

Includes an interactive phone menu.

Populates CSR's screen with available customer data.

Maintains and shares information across channels and agents as the case progresses.

System calls multiple numbers at once and connects the agent to the first number that answers

Tickets are automatically assigned to specific agents based on predefined rules

Analyze and gain insights into data in real-time

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

Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.

Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.

Uses machine learning to create an attribution model.

Tracks customer interactions across mobile and desktop.

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

Allows the user to create a custom attribution model.

Track user conversions from all digital sources

Provides features for B2B marketers.

Provides features for B2C marketers.

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

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

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

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

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

Allows users to build custom reports.

Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.

Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.

Schedules callback times

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

Track and report on all incoming and outgoing calls

Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels

Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR

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

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Automatically identify and save contact information of potential customers

Records leads using different types of devices

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

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

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

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

Customize contracts and forms to collect specific information

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

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

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

Allows users to create forms with more than one page

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

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

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

Sends notifications when a completed form is recieved

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

Customize contracts and forms to collect specific information

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

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

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

Monitor and collect information from social media based on specific keywords

Process and analyze human language in text or audio form

Designed for contact centers.

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

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

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

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

Use AI to convert voice into text automatically

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Visually identify direction of development and areas that require attention

Allow users to create, edit, and sort multiple notes

Measures the retention rate and satisfaction of customers.

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

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

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

Define levels of authorization for access to specific files or systems

Track and report regulatory data to either internal management or external stakeholders

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

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Helps understand a user's intentions/actions

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Arrange tasks based on the level of priority or urgency

Software program that continuously adjusts its behavior based on observed data

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Manage multiple campaigns in one system

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

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

Manage advertising space and its sales within your network or publication

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

Plan and strategize marketing campaigns

A report showing what actions customers perform

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

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

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

Import and export data to and from software applications

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

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

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

Visualize and analyze customer experience across all touchpoints and channels

Track an affiliate partner's promotion of a product or service and any associated sales

Predict future data based on historical data sets

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

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

Automatically identify and save contact information of potential customers

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

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

Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track and interpret campaign performance metrics

Track visitors and purpose of visits

Process of dividing customers into groups based on common characteristics

Alter the layout and content of reports

Creation and customization of dashboards

Track and analyze information regarding website visitors

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

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

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

Analyze and gain insights into data in real-time

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

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

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

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

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

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

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

Shortcuts for inputting frequently used messages

Gauge satisfaction and receive information for improvement and success

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

Transfer queries and organize messages between agents

Geographic location of visitors determines behavior of the software

Track interaction history by documenting conversations for contacts

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

View messages sent by both parties during the chat conversation

Store and organize documents in a centralized system

Digitally share screen view with others

Manage, organize, and store contact information

Create and automatically send premade copy in response to customer messages

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

Access software remotely via mobile devices

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

Form to collect visitor contact information when live chat isn't available

Active monitoring of systems, applications, or networks

Allow customers/users to submit support queries and service requests

Public or private sharing of digital files such as documents, audio/video, images, and more

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

Track and interpret campaign performance metrics

Distribute/route/connect calls

Automatically identify and save contact information of potential customers

Analyze and gain insights into data in real-time

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

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

Manage and track all past and future calls.

Active monitoring of systems, applications, or networks

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

Computer-based system that allows users to send and receive voice messages

Each call is assigned a score based on predetermined criteria, such as the quality of the call or the likelihood of conversion.

Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call.

Import and export data to and from software applications

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

Manage multiple campaigns in one system

Measure campaign influence through collection of keyword tracking and revenue sources

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

Manage the process of attracting and converting business prospects into leads

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

Voice conversion to text

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

System calls multiple numbers at once and connects the agent to the first number that answers

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

Alter the layout and content of reports

Manage, organize, and store contact information

Identify the number and contact information of a caller before answering the phone

System that automatically dials calls

Track and report on call outcomes

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

Provide agents with a typical response for common call subject matter

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

Transfers live calls to other agents

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

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

Listen to live phone conversations for the purpose of training and assessing agent performance

Divide leads into buckets based on predefined criteria and routing rules

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

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

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

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

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

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

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

Manage multiple campaigns in one system

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

Customize data fields to support various needs and use cases

Route and distribute your leads to third party buyers

Predefined actions automatically performed on the occurance of specific events

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

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

Communicate using direct chat or messages within the system

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

Create and send email blasts/campaigns

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

Engage with a lead throughout the sales process by actively providing information

Add customized logos and colors to align with company branding

Manage, organize, and store contact information

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

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

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

Process of dividing customers into groups based on common characteristics

Gauge satisfaction and receive information for improvement and success

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

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

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

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-time alerts or notifications that inform teams about new leads or prospects

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

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

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Manage the process of attracting and converting business prospects into leads

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

Create and automatically send premade copy in response to customer messages

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

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

Store, manage and track all forms in a centralized location

Track visitors and purpose of visits

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

Track and interpret campaign performance metrics

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

Plan and strategize marketing campaigns

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

Track delivered, received, and opened emails

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

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

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Track and manage schedules and meetings via an integrated calendar

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

Track interaction history by documenting conversations for contacts

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

Reports specific to sales analysis for trends and strategies

Store and organize documents in a centralized system

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

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

Caters to sales teams

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Plan marketing campaigns for events

Market event via social media tools

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

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

Import and export data to and from software applications

Manage the process of attracting and converting business prospects into leads

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

Customize contracts and forms to collect specific information

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

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

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

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

Pre-made examples and templates for emails

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

Automatically identify and save contact information of potential customers

Add customized logos and colors to align with company branding

Active reporting of data and metrics

Plan and strategize marketing campaigns

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

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

Process of dividing customers into groups based on common characteristics

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

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

Create and automatically send premade copy in response to customer messages

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

Predefined actions automatically performed on the occurance of specific events

Create and send email blasts/campaigns

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

Customize data fields to support various needs and use cases

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

Graphical representation of data

Generate one-off reports that meet information requirements

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

Connect to big data sources

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

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Visualize and analyze customer experience across all touchpoints and channels

Tracking the status of previously identified performance measurements

Analytics that breaks the data in a data set into related groups/categories.

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

Add customized logos and colors to align with company branding

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

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

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

Store and organize documents in a centralized system

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

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

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

Collection of images, videos and other digital content that can be used

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

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

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

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

Create, design and manage workflows for repetitive tasks

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

Access software remotely via mobile devices

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

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

Transfers live calls to other agents

Import and export data to and from software applications

Provide agents with a typical response for common call subject matter

Track interaction history by documenting conversations for contacts

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

Listen to live phone conversations for the purpose of training and assessing agent performance

Alter the layout and content of reports

Manage, organize, and store contact information

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

Distribute/route/connect calls

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

AI-based platform which conducts a conversation via auditory or textual methods

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

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

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

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

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Agents can view and manage all customer requests and interactions.

Monitor wait time and abandonment for incoming requests that have not been routed

Access previous interactions or concerns to maintain customer relationships

Computer-based system that allows users to send and receive voice messages

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

Manage and track all past and future calls.

Communicate using direct chat or messages within the system

A set of processes to optimize the productivity of its employees

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

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

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

Identify the number and contact information of a caller before answering the phone

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

Active monitoring of systems, applications, or networks

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

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

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Route and distribute your leads to third party buyers

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

Pre-made examples and templates for emails

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

Customize data fields to support various needs and use cases

Pipeline view and tracking lead status

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

Distribute/route/connect calls

Listen to live phone conversations for the purpose of training and assessing agent performance

Automatically identify and save contact information of potential customers

Defines specific deal parameters to negotiate and secure deals

Manage and track all past and future calls.

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

Record the audio of phone conversations for quality assurance purposes

Designed for contact centers.

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

Ability to handle large datasets

Track and manage schedules and meetings via an integrated calendar

Communicate using direct chat or messages within the system

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

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

Create, manage and track all task activities and progression

Track interaction history by documenting conversations for contacts

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

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.

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.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

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

Simulates human-like speech from text inputs.

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

Helps in understanding different accents, dialects, and speech patterns.

Helps to generate human-like speech responses.

Provides customizable speech speed and intonation.

Provides multiple voice options like gender, tone and style.

Allows communications to be secure and authenticated.

Aids in syncing with multiple devices.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Computer-telephony integration is the use of computers to manage telephone calls

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.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

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.

Computer-telephony integration is the use of computers to manage telephone calls

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

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

Software program that continuously adjusts its behavior based on observed data

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

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

Form predictions based on past and present data/trends