Contactually by Compass Features

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Tracking, calculating, and paying commissions and earnings to employees

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

Track and manage schedules and meetings via an integrated calendar

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

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Manage contact details and communication with clients

Digitally sign online documents

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

Is consistently available (uptime) and allows users to complete tasks reliably.

Provides tools to track and measure application performance

Provides pre-built or customizable performance reports

Analyzes stored leads and identifies hot, warm, and cold leads

Streamlines the input and management of contacts into the database

Nurtures and generates leads from a variety of lead capture sources

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

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

Monitor and record expenses such as purchases or charges incurred

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

Access software remotely via mobile devices

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

Synchronize with other calendars to view mutual availability and schedules

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

Import and export data to and from software applications

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Automatically identify and save contact information of potential customers

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

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

Pre-made examples and templates for emails

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

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

Track and manage the scheduling of tasks

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

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

Define levels of authorization for access to specific files or systems

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Reports specific to sales analysis for trends and strategies

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

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

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

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

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

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

Track interaction history by documenting conversations for contacts

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

Store and organize documents in a centralized system

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

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

Log and store the source of contacts/leads

Generate quotes or estimates for customers

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

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

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

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

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

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

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

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

Operate/access software on iPad Devices

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

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

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

Operate/access software on Mac Devices

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

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

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

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

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

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

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

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

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

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

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

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

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

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

Monitor social media posts or web that mention a particular brand

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

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Track interaction history by documenting conversations for contacts

Customize data fields to support various needs and use cases

Create multiple models or equations for generating scores

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

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

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

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

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

Create and send email blasts/campaigns

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

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

Store and organize documents in a centralized system

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

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

Track delivered, received, and opened emails

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

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

Manage the process of attracting and converting business prospects into leads

Reports specific to sales analysis for trends and strategies

Route and distribute your leads to third party buyers

Combines data from internal sources with disparate data from other internal systems or external sources

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

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

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

Automatically identify and save contact information of potential customers

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

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

Form predictions based on past and present data/trends

Pre-made examples and templates for emails

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

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

Streamlining repetitive tasks and activities through automated and predefined workflows

Adjust communications based on previous interactions or personal preferences

Create and automatically send premade copy in response to customer messages

Process of dividing customers into groups based on common characteristics

Create and update newsletter content to increase engagement

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

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

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

Preview materials before finalizing projects

Track delivered, received, and opened emails

Plan, execute, and analyze email marketing campaigns

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

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

Optimize content to ensure it is easily accessible for mobile users

Visualize and analyze customer experience across all touchpoints and channels

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

Customize data fields to support various needs and use cases

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

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

Manage contacts across multiple mailing lists

Ensure compliance with the General Data Protection Regulation protocols

Add or remove subscribers from mailing lists

Set up automated email sequences to streamline outreach and engage leads/contacts

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

Predefined actions automatically performed on the occurance of specific events

Manage and support multiple languages

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

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

Analyze and gain insights into data in real-time

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act

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

Add, edit, and manipulate HTML code directly

Manage, organize, and store contact information

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

Track and interpret campaign performance metrics

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

Store and manage images

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Track interaction history by documenting conversations for contacts

Define levels of authorization for access to specific files or systems

Receive data and information in real time

Group leads or contacts based on their specific characteristics

Import and export data to and from software applications

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

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

Access software remotely via mobile devices

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

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

Route and distribute your leads to third party buyers

Automatically identify and save contact information of potential customers

Centralized database to track details of properties (including lease, tenant, and owner information)

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

For realtors, real estate investors, property managers, and other real estate professionals.

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Pre-made examples and templates for emails

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

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

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

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

Log and store the source of contacts/leads

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

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

Using different methods or channels to connect with customers

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

Import and export data to and from software applications

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

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

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

Pre-made examples and templates for emails

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

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

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

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

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

Private online space that lets businesses securely share documents and provide information access to clients

Alter the layout and content of reports

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

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

Create and send email blasts/campaigns

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

Is accessible from a mobile device and by users on the go.

Has a centralized dashboard for users to interact with

Provides task prioritization and management abilities

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

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

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

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

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

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

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

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

Tracking, calculating, and paying commissions and earnings to employees

Manage and track employee referrals for open job positions

Manage, organize, and store contact information

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

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

Import and export data to and from software applications

Market event via social media tools

Manage the process of attracting and converting business prospects into leads

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

Customizable templates for referral documents, emails, and sharable links

For customer referral programs / referral marketing products

Products that allow employees to make referrals for open job positions

Manage multiple campaigns in one system

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

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

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

Automatically identify and save contact information of potential customers

Add customized logos and colors to align with company branding

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

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

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

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

Create and send email blasts/campaigns

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

Alter the layout and content of reports

Identify and prevent suspicious activity

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

Log and store the source of contacts/leads

Process of dividing customers into groups based on common characteristics

Track and interpret campaign performance metrics

Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

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

Allows users to generate text based on a text prompt.

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

Create proposals based on costs of labor and materials

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.

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

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

Create and send email blasts/campaigns

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

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

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Automates some or all operation related tasks

Automate workflows and trigger campaigns based on customer actions

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Track, store, and access client contracts or licenses

Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work.

Contains a product catalogue and price list for salespeople to pull from.

Provides custom quote creation functionality.

Manages the entire contract process, from creation and negotiation to signing.

Manage, organize, and store contact information

Tools for importing/exporting data to/from the platform to support campaign setup and reporting.

Supports extensibility through APIs to build and manage integrations with third-party tools.

"Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists.

Integrates with Social Media platforms, which can help expand your reach.

Integrates with e-commerce platforms, which can link directly to your online store.

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

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.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

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

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

Receive data and information in real time

Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical 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

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Automates some or all operation related tasks

Provides robust sharing options for communication with both internal and external stakeholders.

Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

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

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

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

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

Access software remotely via mobile devices

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

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

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

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

Access software remotely via mobile devices

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

Use a dashboard to view benefits that are selected by employees or offered by employers

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

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

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

Tools to find, assess, and hire suitable candidates for a job within an organization

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

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

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

Create, share, and manage the distribution of job descriptions/duties

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

Access software remotely via mobile devices

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

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

Creation, administration, and evaluation of assessments or tests

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

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

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

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

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

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

Manage advertising space and its sales within your network or publication

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

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

Manage and track all job information and associated tasks

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

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

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

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

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

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

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

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

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

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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

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.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

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

Characteristics for segmenting companies or customers

Receive data and information in real time

Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.

Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.

Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.

Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.

Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.

Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.

Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.

Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.

Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

Create, design and manage workflows for repetitive tasks

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

Manage various aspects of appointments including booking, rescheduling, canceling

Manage contact details and communication with clients

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

Tracking, calculating, and paying commissions and earnings to employees

Track and manage schedules and meetings via an integrated calendar

Makes informed choices based on available data and objectives

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Connects to external systems and applications as needed to complete workflows.

Provides analytics tools that reveal important business metrics and track progress.

Is accessible from a mobile device and by users on the go.

Active reporting of data and metrics

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

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

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

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.

Ability to send thousands of unique, personalized emails per second.

Tools for designing, editing, and personalizing email content for recipients.

Supports the ability to send outbound email campaigns to external recipients.

Maximizes inbox placement by managing spam compliance and sender reputation.

Automatically respond to user actions or triggers with predefined email messages.

Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Ability to send secure and personalized survey invites to your contact list.

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

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

Create, design and manage workflows for repetitive tasks

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

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Track and manage schedules and meetings via an integrated calendar

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

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

Works across multiple software systems or databases

Create, design and manage workflows for repetitive tasks

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

Pipeline view and tracking lead status

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

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

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

Predict future data based on historical data sets

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

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

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Allows users to conduct analysis on support activities.

Track and manage schedules and meetings via an integrated calendar

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

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Plan, manage, and track the financial activities of an individual or organization

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

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Tracks listings, closing rates, and overall pipeline information

Tracks and analyzes the performance of individual real estate agents

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track interaction history by documenting conversations for contacts

Create, manage and track all task activities and progression

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

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

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

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

Facilitates the setting up, dispersal, and automation of email marketing strategies

Stores and organizes contracts and other important documents for easy retrieval

Easily integrates with third-party solutions for more comprehensive functionality