Consensus Features

Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product.

Provides pre-built templates for fast and simple content creation.

Able to easily search, locate, and retrieve relevant content.

Centralized repository to store content and assets

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

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

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content.

Tracks the level of engagement for a specific account based on the presented content.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Arrange tasks based on the level of priority or urgency

Provides the ability to screen capture a still image of a user's full desktop, specific window or a small portion of the user's screen.

Provides the ability to video capture a user's full desktop, specific window or a small portion of the user's screen.

Allows users to edit and annotate screen captures and video captures with markup tools and image editing tools.

Record audio or import/upload audio files

Allows users to capture a full screen capture while scrolling down a page.

Lets users extract text from a screen capture.

Helps users record a video capture and save it as a video file, audio file or GIF file.

Supports various video file formats

Provides robust sharing and publishing options.

Lets users search the platform for saved screen and video captures, as well as stock images.

Offers a HTML5 or Flash video player that allows users to play, pause and adjust the volume of a hosted video.

Provides a customizable profile page that houses hosted videos and allows viewers to access all uploaded videos in a designated area.

Provides a dashboard that allows users to manage and store uploaded videos.

Provides shareable or embeddable links that lead directly to the video.

Allows users to upload a video privately and provide access to only certain viewers.

Lets users invite other people to view, edit, or comment on videos before it's uploaded onto the video hosting platform.

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

Upload audio and video files

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

Collect and maintain structured information that describes data or content

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

Offers built-in tools that increase engagement such as profile page branding, call-to-action links or marketing software integration.

Provides social media sharing buttons and embedding capabilities.

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

Allow users to live stream from your platform for a fee

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

Lets users track the number of views, viewer demographic data, or other audience-related metrics.

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

Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.

Ability to measure the revenue influence and ROI of every piece of content.

Ability to share demo with prospect on live demonstration

Guide prospects through demo with walkthrough demo

Ability to analyze and track a prospect's level of engagement with a demo

Ability to demonstrate multiple use cases or personas to prospect.

Ability to provide prospect with interactive product tour asychronously

Ability to provide a trial experience of a product through a pre-configured, or cloned, environment

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

Ability to create or use pre-built templates to expedite demo creation.

Overall functionality to build demos within the product.

Ability to store and organize demo content.

Ability to customize content to ensure brand consistency.

Ability to integrate to push demo analytics to CRM or Marketing Automation platforms

Ability to edit or modify data and demo elements to tailor to prospect

Ensure environment meets security and compliance requirements

Provides an interactive simulation of a mobile application that lets users explore core features and workflows through guided taps and swipes

Integration with third-party CRM systems

Allows users to generate text based on a text prompt.

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

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

Organizes and categorizes video content using titles, descriptions, and metadata.

Provides features to edit videos, including tools for clipping, arranging, and manipulating videos.

Measures metrics like views and engagement.

Allows viewers to engage with video content through commenting and other interactive elements.

Integration with social media platforms for sharing.

Allows users to view videos without downloading media files

Automatically converts videos to different formats and resolutions for optimal playback.

Provides features to protect content from unauthorized access and distribution, ensure compliance with regulatory requirements, and safeguard sensitive information.

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

Utilizes an intelligent, conversational agent or avatar that automatically guides through a product demo in real time

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

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Capability to perform complex tasks without constant human input

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth

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

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

Import and export data to and from software applications

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

Centralized repository to store content and assets

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Record and save a video file of what is happening on a computer screen

Add customized logos and colors to align with company branding

Define levels of authorization for access to specific files or systems

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

Allows users to secure content and data for any use.

Create original videos from scratch

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

Allows videos to be tagged with an identifier to enable easier search

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

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Communicate using direct chat or messages within the system

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

Distributing content through various platforms or channels

Adjust communications based on previous interactions or personal preferences

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

Create, manage and track all task activities and progression

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

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

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

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

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

Record audio and/or video

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

Schedule appointments via a calendar

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

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

Caters to sales teams

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

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

Plan availability and assign specific time slots for tasks and resources

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

Track delivered, received, and opened emails

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

Track interaction history by documenting conversations for contacts

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Automatically identify and save contact information of potential customers

Record the audio of phone conversations for quality assurance purposes

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

Add customized logos and colors to align with company branding

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

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

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

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

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

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

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

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

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

Supports various video file formats

Supports audio files

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

Manage, organize, and store contact information

Allows employees to set and manage work or career related goals

Define sales targets and create strategies to meet goals or marketing results

Access software remotely via mobile devices

Integration with third-party CRM systems

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

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

Define levels of authorization for access to specific files or systems

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

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

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

Distribute training content in bite-size pieces that can be consumed in short periods of time

Digitally share pre-made materials and self-created content with others

Receive data and information in real time

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Simultaneously record webcam and screen

Allows users to view videos without downloading media files

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

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

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

Connect with meeting participants remotely over video

Track and manage schedules and meetings via an integrated calendar

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

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

Import and export data to and from software applications

Estimate or forecast of a future scenario based on the study of present trends

Define levels of authorization for access to specific files or systems

Create, save, and store files

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

Store and organize documents in a centralized system

Create backups and provide methods to recover deleted/lost data

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

Highlight content and/or make notations about parts of content

Move files across different systems or networks

Communicate using direct chat or messages within the system

Edit, touch up, and convert images for publishing

Leave comments and notes on documents for others to view

Track, manage and store the applications of potential future members, customers or candidates

Allow the audience to interact or engage with the content

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

Ability to chat online in real time

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

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

Record and playback video calls

Record the audio of phone conversations for quality assurance purposes

Create, design and manage workflows for repetitive tasks

Upload and share videos with an in-app YouTube integration

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

Store and manage online video content

Add customized logos and colors to align with company branding

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

Analyze, correct, and monitor speech for transcriptions or recordings

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

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

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

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

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

Connect with meeting participants remotely over video

Record and save a video file of what is happening on a computer screen

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Create and share notes/annotations taken during meetings

Reminders sent via email

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

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

Define levels of authorization for access to specific files or systems

Access software remotely via mobile devices

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

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

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

Plan an event's time and location

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

Adjust communications based on previous interactions or personal preferences

Synchronize with other calendars to view mutual availability and schedules

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

Highlight content and/or make notations about parts of content

Digitally share screen view with others

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

Import and export data to and from software applications

Create, design and manage workflows for repetitive tasks

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

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

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

Monitor activity of individuals who visit your website using cookies

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

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

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

Uses AI reasoning to select, sequence, or modify actions based on changing context and intermediate results.

Executes coordinated actions across email, social, phone, CRM, sales engagement, advertising, and internal collaboration systems.

Initiates or advances workflows when account, buyer, opportunity, or market signals meet configurable criteria.

Defines agent objectives, instructions, decision logic, actions, and completion conditions for GTM workflows.

Coordinates workflows across multiple GTM jobs such as research, qualification, engagement, routing, and pipeline management.

Controls agent behavior using approvals, permissions, audience restrictions, volume limits, and action-level policies.

Records agent decisions and actions while identifying failed, uncertain, or out-of-policy executions for review or escalation.

Connects agent executions to qualification, meetings, opportunities, pipeline progression, expansion, or revenue outcomes.

Reads from and writes to CRM, marketing automation, sales engagement, data warehouses, and other revenue systems.

Exposes platform context, workflows, and actions through APIs, webhooks, MCP, or other supported interoperability methods.

Combines licensed data, web research, first-party behavior, conversation history, and system-of-record data into usable GTM context.

Detects relevant behavioral, relationship, market, product, or firmographic changes and prioritizes entities for action.

Investigates accounts, buyers, opportunities, or segments using operator-defined questions, criteria, and data sources.

Updates stored GTM intelligence using findings and outcomes from completed workflows.

Maintains reusable intelligence about accounts, contacts, buying groups, opportunities, or segments across multiple agent runs.