Convertedin Features
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file. 14 reviewers of Convertedin have provided feedback on this feature.
Integration APIs
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. 15 reviewers of Convertedin have provided feedback on this feature.
Breadth of Partner Applications
As reported in 10 Convertedin reviews. 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.
Platform (7)
Customization
As reported in 13 Convertedin reviews. System provides sufficient customization to meet business requirements
Workflow Capability
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. This feature was mentioned in 13 Convertedin reviews.
User, Role, and Access Management
Based on 13 Convertedin reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. 10 reviewers of Convertedin have provided feedback on this feature.
Sandbox / Test Environments
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. This feature was mentioned in 12 Convertedin reviews.
Performance and Reliability
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. 14 reviewers of Convertedin have provided feedback on this feature.
Output Document Generation
Based on 11 Convertedin reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Email Marketing (3)
Building and Personalizing Emails
Based on 13 Convertedin reviews. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending. 14 reviewers of Convertedin have provided feedback on this feature.
Automated Email Responses
As reported in 14 Convertedin reviews. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (2)
Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
Lead Management (8)
Marketing Lead Database
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. This feature was mentioned in 13 Convertedin reviews.
Data Quality Management
Based on 11 Convertedin reviews. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Based on 15 Convertedin reviews. 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.
Lead Scoring and Grading
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. 10 reviewers of Convertedin have provided feedback on this feature.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
As reported in 13 Convertedin reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. 11 reviewers of Convertedin have provided feedback on this feature.
CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (1)
Budgeting
As reported in 11 Convertedin reviews. 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.
Social (5)
Social Listening
Based on 13 Convertedin reviews. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. 11 reviewers of Convertedin have provided feedback on this feature.
Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. This feature was mentioned in 15 Convertedin reviews.
Social Media Engagement
Based on 12 Convertedin reviews. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time This feature was mentioned in 15 Convertedin reviews.
Reporting & Analytics (4)
Basic Reporting
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. 13 reviewers of Convertedin have provided feedback on this feature.
Web Analytics
As reported in 11 Convertedin reviews. 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.
ROI Analytics
As reported in 14 Convertedin reviews. 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.
Revenue Analytics
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. This feature was mentioned in 12 Convertedin reviews.
Visitor Behavior (3)
Monitoring
Monitor the behavior of website and online store visitors
Targeting
Ability to target website visitors based on behavioral patterns
Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (3)
Library
Provide a library of templates for various purposes such as website engagement or e-commerce
Customization
Allows users to customize templates and use them on multiple channels easily
Optimization
Track the performance of different versions of templates and suggest optimizations
Personalization (8)
Recommendation
Recommend products based on order history and online behavior
Content
Provide custom content to website visitors based on their online behavior
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
Search
Optimize search based on the role of the user or inventory availability
Personalization Engine
Machine learning or artificial intelligence that powers the personalization features of the platform.
Product Recommendations
Tools to automatically recommend products to a customer based on their viewing or purchasing history.
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
Web
Integrate personalized content and recommendations on websites
Email
Define customized email templates which are sent automatically
Mobile
Include personalization features that are mobile-friendly and responsive
Text Messaging (8)
Bulk SMS
Enables users to send mass text message campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Provides automatic text message replies to recipients
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
Administration (4)
Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
Reports & Analytics
Easily digestible visual representations of data collected by the platform.
User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
SMS Platform (6)
Reporting
Provides pre-built or customizable performance reports
Automation
Automates tasks and features for added convenience
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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