CleverTap Features

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

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

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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

System provides sufficient customization to meet business requirements

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.

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

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

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

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

Manage the process of attracting and converting business prospects into leads

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

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

Manage contacts across multiple mailing lists

Access software remotely via mobile devices

Optimizes marketing campaigns for mobile devices.

Integrates advertising/campaigns into mobile applications, games, and mobile browsers.

Facilitates global text message and mobile marketing campaigns.

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

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

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

Create targeted lists, schedule and manage bulk email sending.

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

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

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

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

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

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

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

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

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

Customize contracts and forms to collect specific information

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

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

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

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

Track delivered, received, and opened emails

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

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

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

Receive data and information in real time

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

Create and send email blasts/campaigns

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

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track visibility and traffic from search engines

Send promotional campaigns or transactional messages via text messages

Monitor activity of individuals who visit your website using cookies

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

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.

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

Create, design and manage workflows for repetitive tasks

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

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

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

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

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

Manage multiple campaigns in one system

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

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

Track and analyze user behavior within a system or network

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

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

Configures and accurately measures an appropriate measure of engagement, such as average session length.

Accurately determines where users close the app during their sessions.

Accurately measures bounce rate.

Tracks user return rates and related metrics.

Tracks what proportion of users convert via a certain action.

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

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

Identify the physical location of an individual, asset, device, etc.

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Measures the retention rate and satisfaction of customers.

Track visitors and purpose of visits

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

Test changes to a screen by administering the change to a portion of visitors and measuring conversion.

Quickly create variant web pages with an easy-to-use WYSIWYG editor.

Able to set any user action as the conversion goal of the test.

Able to adjust both the percentage of total traffic being tested and the proportion of the tested traffic that sees A and that sees B.

Able to view or adjust the necessary confidence level of your test.

Test multiple changes at once by directing traffic to a random combination of all changes being analyzed.

Break down a population of users by demographics, sequence actions, time, and able to build custom segments.

Access pre-built and custom reports and dashboards.

Deploy different versions of app screens based on user demographics, user activity, etc. with out-of-the-box configuration.

Show different versions based on any variable set up to be tracked on the app's back end.

Segment data by various user demographics to find deeper trends within specific user groups.

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.

Able to test that event and variable setup are reporting data accurately.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

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

Identifies user demographics like gender or age.

Enables the view of analytic data based on user segment.

Identifies users locations.

Predict future data based on historical data sets

Enables you to define custom events for analysis.

Provides real-time reports.

Measures user acquisition analytics.

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

Displays a users progress throughout specific paths in an application.

Displays a users activity history.

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

Track user activities and events within an application.

Attributes app installs to the marketing campaigns and media sources that drove it.

Measures impact and effectiveness of mobile marketing campaigns.

Measures user-level uninstall insights.

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

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

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

Collects geo-location data on mobile users to customize relevant campaigns.

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

Provides templates for mass mobile messaging campaigns

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

Personalizes and optimizes email mobile marketing campaigns.

Identifies the most granular audience segments based on actions, inactions, and user properties.

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

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

Manage multiple campaigns in one system

Create and send email blasts/campaigns

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

Send promotional campaigns or transactional messages via text messages

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

Notifications via mobile devices

Allow users to customize their messages.

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

Retarget your messages based on previous user engagement.

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

Automate notifications based on user behavior

Process of dividing customers into groups based on common characteristics

Sends out coupons and promotions to reward and entice mobile device users.

Market event via social media tools

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

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

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

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

Track and report on performance metrics and conversions

Report on audience demographics and engagement

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

Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles.

Presents messaging depending on customer behavior.

Presents messaging depending on customer context.

Content triggered by customer's given geolocation.

Emails triggered by customer activity or behavior.

Messages triggered by customer activity or behavior.

Provides recommendations based on customer metrics.

Calculates and presents customized discounts.

Personalizes web experiences and presented content based on customer metrics.

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

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

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

Integrate with third-party marketing or e-commerce software

Set-up notifications and alerts for mobile apps.

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

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

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

Ability to export customer journey maps in a variety of formats to present and analyze.

Allow team members to invite others to collaborate on journey maps and make direct changes.

Provide the ability to compare the experiences of multiple personas in one journey map.

Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

Predict future data based on historical data sets

Track and analyse user behavior within a system or network

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications

Enables users to send mass WhatsApp marketing campaigns

Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty

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

Allow users to share promotions with subscribers via WhatsApp

Provides automated WhatsApp message replies to recipients

Deliver tailored promotions to specific audience segments

Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API

Allow customers to browse, discover, research, purchase, and complete payment in real-time

Provides analytics on opt-ins, open and delivery rates, and click-throughs

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

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

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

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Plan and strategize marketing campaigns

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Plan and strategize marketing campaigns

Determines optimal message delivery times per user

Runs & optimizes experiments without manual setup

Ingests behavioral & transactional data for real-time decisioning

Connects with CRM & customer data platforms for unified data access

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

Analyzing historical and current data and generating a model to help predict future outcomes.

Initiates campaigns based on real-time user actions

Creates audience segments using machine learning predictions

Automate workflows and trigger campaigns based on customer actions

Generates and edits text using machine learning

Builds & launches campaigns without manual workflow configuration

Translates marketing goals into structured campaign strategies automatically

Coordinates messaging across email, SMS, & other channels

Enables campaign creation using natural language prompts

Adjusts campaign execution dynamically based on engagement & performance data

Refines content continuously based on engagement signals

Generates channel-specific marketing content using AI models

Tailors messaging dynamically to individual user attributes

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

Manage the process of attracting and converting business prospects into leads

Perfecting the ads according to audience by adding relevant images, CTA buttons, keywords and more.

Market event via social media tools

Add customized logos and colors to align with company branding

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

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

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

Ability to chat online in real time

Visualize and analyze customer experience across all touchpoints and channels

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

Send messages to multiple subscribers at the same time

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

Pre-made examples and templates for emails

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

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

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

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

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

Automatically identify and save contact information of potential customers

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

Automate workflows and trigger campaigns based on customer actions

Predefined actions automatically performed on the occurance of specific events

See past and upcoming campaigns and communications in a calendar view

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

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

Import and export data to and from software applications

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

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

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

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

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

Predefined actions automatically performed on the occurance of specific events

Manage and support multiple languages

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

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

Geographic location of visitors determines behavior of the software

Visualize and analyze customer experience across all touchpoints and channels

Add or remove subscribers from mailing lists

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

Create, design, and visually represent processes within the software

Verify the identity of users/devices to enable secure access

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

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

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

Manage, organize, and store contact information

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

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

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

Streamlining repetitive tasks and activities through automated and predefined workflows

Check text for proper grammar usage

Track and interpret campaign performance metrics

Used by marketers and advertisers

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

Assists in the ideation process for creating new content, including themes, content types, titles and more

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

Send promotional campaigns or transactional messages via text messages

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

Create and send email blasts/campaigns

Communicate using direct chat or messages within the system

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

Track activity of your competitors

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

Publish and distribute content to targeted audiences

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

Predict future data based on historical data sets

Adjust communications based on previous interactions or personal preferences

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

Track and analyze user behavior within a system or network

Software program that continuously adjusts its behavior based on observed data

Edit text as needed

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

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

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

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

Process and analyze human language in text or audio form

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Choose the desired tone for content to be generated

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

Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines

Using different methods or channels to connect with customers

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

Trigger clickable pop-up messages

Define levels of authorization for access to specific files or systems

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

Conceptual model of how data items relate to each other

Method of analysis that visualizes the series of events that lead towards a defined goal.

For the intention to be used by marketing teams

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

Create, design and manage workflows for repetitive tasks

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

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

Access software remotely via mobile devices

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

System alerts about the need to escalate an issue or request

Import and export data to and from software applications

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

Record active support and chat sessions for auditing and training

Graphical representation of data

Identify and analyse the reasons behind accidents

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

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

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

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

Identify and respond to unexpected problems or failures (ie. "negative events")

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

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Add customized logos and colors to align with company branding

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

Predefined actions automatically performed on the occurance of specific events

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

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

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

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.

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

Create custom maps

Create and send email blasts/campaigns

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

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

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

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

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

Collating information from different sources in order to create a more valuable and helpful data set.

Allows multiple users to simultaneously annotate on a digital whiteboard

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

Graphical representation of data

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

Group collaboration to solve ideas in a productive and concentrated manner.

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

Create, design and manage workflows for repetitive tasks

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

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

Adjust communications based on previous interactions or personal preferences

Alter the layout and content of reports

Visualize and analyze customer experience across all touchpoints and channels

Record customer information, purchase history, and other notes

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

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

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

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

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

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

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

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

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

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

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Share maps with internal and external stakeholders

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

Add customized logos and colors to align with company branding

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

Identify specific interactions between customers and brands

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

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

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

Dictate the order and pace of an eLearning course, including the logic for how different learners progress

Process of dividing customers into groups based on common characteristics

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

Create and automatically send premade copy in response to customer messages

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

Track and interpret campaign performance metrics

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

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

Manage, organize, and store contact information

Messaging system designed for contests and sweepstakes

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

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

Import and export data to and from software applications

Receive data and information in real time

Access software remotely via mobile devices

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

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

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

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

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

Analyze and gain insights into data in real-time

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

Predefined actions automatically performed on the occurance of specific events

Active reporting of data and metrics

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

Add customized logos and colors to align with company branding

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