[ Convert... Reviews ](https://www.g2.com/products/convertedin/reviews) [ Convert... Reviews ](https://www.g2.com/products/convertedin/reviews) # Convertedin Features ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. 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. Breadth of Partner 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. Show More ##### ## Platform (7) Customization 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. User, Role, and Access Management 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. 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. 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. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Show More ##### ## Email Marketing (3) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Automated Email Responses Set up automated nurturing emails based on events, online activities, and lead scores Show More ##### ## 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. Show More ##### ## 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. Data Quality Management Data quality consists of deduplication, cleansing, and appending your marketing database. Segmentation 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. Lead Nurturing Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Online Behavior Tracking 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. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Show More ##### ## Campaign Management (1) Budgeting 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. Show More ##### ## Social (5) Social Listening 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. 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. Social Media Engagement 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 Show More ##### ## 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. Web Analytics 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 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## AI Automation - SMS Marketing (1) AI SMS Uses AI to automate audience targeting, SMS message personalization, and performance optimization. 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