ConvertFlow 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

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

Create and send email blasts/campaigns

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

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

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.

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

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.

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.)

Provides ready-made templates for simplified website creation.

Allows users to drag and drop items and content to customize their site's look.

Permits HTML-savvy administrators to input code to uniquely customize their website.

Offers customers the option to purchase a unique domain name.

Create branded link campaigns or short links with one or multiple custom domains.

Customize contracts and forms to collect specific information

Add customized logos and colors to align with company branding

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

Provides insight into words that would increase search engine optimization.

Gives users insight into unique pageviews, subscribers, location of viewers, etc.

Provides tools that aid in user marketing efforts.

Allows users to turn their website into an online store by offering e-commerce capabilities.

Hosts domains within the tool.

Add tools to web pages to handle online bookings

Track and analyze information regarding website visitors

Provides an email for users to field communication within their website builder too.

Manages content such as blogs, marketing tools, newsletters, etc.

Allows administrators to create role or password-based permissions to ensure users see only what they should see.

Website Builder

Collaborate on creating a product by sharing and adjusting designs through a shared portal

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

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

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

Seamlessly integrates with 3rd party websites

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

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

Test which ads convert better.

Deliver certain ads to specific audiences.

Deliver certain ads based on observed behavior.

Features to track clicks on conversions on retargeting ads.

Deliver retargeting ads based on the user's location.

Enables users to retarget ads across multiple channels, including web, mobile, and social.

Personalize retargeting ads based on items a user has viewed.

Provides pre-designed themes and templates for pop-up messages

Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.

Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface

Pop-ups are optimized to display correctly on mobile devices

Ability to target specific visitors based on referrer, geo-location, cookies, or previous history

Ability to trigger time-based or behavior-based pop-up campaigns

Tools for creating split A/B tests

Measure and visualize campaign performance and conversion rates

Integrates with popular CRMs and email marketing software

Integrates with web content management systems

Integrates with e-commerce platforms

Integrates with e-commerce platforms.

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

Allows companies to connect landing pages to their existing domain.

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

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

Allows users to drag and drop items and content to customize their site's look.

Provides ready-made templates for simplified landing page creation.

Allows users to edit a page's HTML or CSS code, or add custom code.

Allows users to upload and manage content such as photos, videos, and audio.

Pre-made examples and templates for emails

Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.

Creates mobile responsive pages for optimized viewing on mobile devices.

Gives users insight into unique pageviews, conversions, visitor location and device type, etc.

Optimizes content to increase search engine result rankings.

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

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

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Automatically identify and save contact information of potential customers

Records leads using different types of devices

Captures form submissions from existing forms on websites or landing pages

Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Provides reporting and analytics tools to quantify the results of the experiment.

Provides heatmap functionality to assess what parts of the website visitors are engaging with most.

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

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

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

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

Customize contracts and forms to collect specific information

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

Customer Support

Allows for the testing of multiple variables at a time during a single test.

Conduct tests to compare performance across various versions of content (web pages, images, emails, etc.)

Allows mobile web pages to be tested during A/B experiments.

Uses AI to generate or suggest experiment variations to test website versions.

Uses AI or machine learning to automatically optimize traffic distribution between experiment variations.

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

What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.

Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.

Requires little to no knowledge of coding. Usually this means it comes with prewritten code.

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

Contains a library of templates and web frameworks that can be customized for the desired website.

Provides tools that allow for the visualization of front-end code through the editing of HTML or CSS code for a preview of the final website.

Has the ability to create, edit and export HTML and CSS files for the creation of the website.

Contains a content library with design elements, templates and short codes that can be used in the process of creating and designing websites.

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

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

Store and manage images

Integrates with a WYSIWYG editor so users can see what the published website will look like as they edit the prototype.

Integrate with marketing platforms that can connect the created website to marketing tools that allow for the launching of campaigns and driving traffic to the website.

Allows users to import or integrate with vector graphics tools to provide additional design functionality.

Add tools to web pages to handle online bookings

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

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

Integration with content management software

Allows users to generate text based on a text prompt.

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

Manage the process of attracting and converting business prospects into leads

Allows users to generate text based on a text prompt.

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

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

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

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

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

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

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

Capability to perform complex tasks without constant human input

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Manage and support multiple languages

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

Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.

Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.

Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data

Edit text as needed

Receive system updates as soon as any changes are made

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

Edit code that has been previously created for product development.

Publishing and managing websites across the internet.

Track and analyze information regarding website visitors

An extended application or connector that enables users to perform additional services with their current set of tools

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

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

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

Checkout of online store

Edit, touch up, and convert images for publishing

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

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Collaborate on creating a product by sharing and adjusting designs through a shared portal

Data is backed up automatically to prevent data loss

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

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

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

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

Create branded link campaigns or short links with one or multiple custom domains.

Store, manage and track all forms in a centralized location

Ability to insert animations/transitions

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Customize contracts and forms to collect specific information

Create and update newsletter content to increase engagement

Preview materials before finalizing projects

Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain

Add customized logos and colors to align with company branding

Import or export content

Checkout of online store

Includes functionalities for creating custom eCommerce websites

Preview and make real-time changes in the web content

Manage and support multiple languages

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

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

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

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

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

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

Track visitors and purpose of visits

Create and manage surveys

Automatic update of information / software

An extended application or connector that enables users to perform additional services with their current set of tools

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

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

Import and export data to and from software applications

Customize data fields to support various needs and use cases

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

Collection of images, videos and other digital content that can be used

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

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

Gauge satisfaction and receive information for improvement and success

Access software remotely via mobile devices

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

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Program to edit text files that renders the content in accordance with embedded markup code such as HTML

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

Define levels of authorization for access to specific files or systems

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

An extended application or connector that enables users to perform additional services with their current set of tools

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

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

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

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

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

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

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

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

Geographic location of visitors determines behavior of the software

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

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

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

Add customized logos and colors to align with company branding

Receive data and information in real time

Creation, administration, and evaluation of assessments or tests

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

Graphical representation of data

Apply statistical/mathematical models to sets of data

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

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

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

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

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

Analyze and gain insights into data in real-time

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

Customize website features

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Active reporting of data and metrics

Display advertising and marketing messages to users based on their browsing history and preferences

Provide personalized marketing content

Track and analyze information regarding website visitors

Process of dividing customers into groups based on common characteristics

Record customer information, purchase history, and other notes

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

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

Add customized logos and colors to align with company branding

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

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

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

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

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

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

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

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

Manage multiple campaigns in one system

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

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

Customize contracts and forms to collect specific information

Create and send email blasts/campaigns

Divide leads into buckets based on predefined criteria and routing rules

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

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

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

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

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

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

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

Manage multiple campaigns in one system

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

Customize data fields to support various needs and use cases

Route and distribute your leads to third party buyers

Predefined actions automatically performed on the occurance of specific events

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

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

Communicate using direct chat or messages within the system

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

Create and send email blasts/campaigns

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

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

Add customized logos and colors to align with company branding

Manage, organize, and store contact information

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

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

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

Process of dividing customers into groups based on common characteristics

Gauge satisfaction and receive information for improvement and success

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

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

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

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-time alerts or notifications that inform teams about new leads or prospects

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

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

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

Manage the process of attracting and converting business prospects into leads

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

Create and automatically send premade copy in response to customer messages

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

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

Store, manage and track all forms in a centralized location

Track visitors and purpose of visits

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

Track and interpret campaign performance metrics

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

Plan and strategize marketing campaigns

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

Track delivered, received, and opened emails

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

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

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Track and manage schedules and meetings via an integrated calendar

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

Track interaction history by documenting conversations for contacts

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

Reports specific to sales analysis for trends and strategies

Store and organize documents in a centralized system

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

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

Caters to sales teams

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

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

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

Adds a customizable form to the landing page, usually for the purposes of lead generation

Manage, organize, and store contact information

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

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

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

Create and send email blasts/campaigns

Predefined actions automatically performed on the occurance of specific events

Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain

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

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

Add customized logos and colors to align with company branding

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

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

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

Customize contracts and forms to collect specific information

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

Preview and make real-time changes in the web content

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

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

Store, manage and track all forms in a centralized location

An extended application or connector that enables users to perform additional services with their current set of tools

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

Customize data fields to support various needs and use cases

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

Create and automatically send premade copy in response to customer messages

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

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

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

Collaborate on creating a product by sharing and adjusting designs through a shared portal

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

Web design that automatically adjusts to look good on different screen sizes

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

Automatically identify and save contact information of potential customers

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

Process of dividing customers into groups based on common characteristics

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

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

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

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

Customize contracts and forms to collect specific information

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

Track and interpret campaign performance metrics

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

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

Alter the layout and content of reports

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

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

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

Receive data and information in real time

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

Import and export data to and from software applications

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

Customize data fields to support various needs and use cases

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

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

Active reporting of data and metrics

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

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

Analyze and gain insights into data in real-time

Add customized logos and colors to align with company branding

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

Market event via social media tools

Pre-made examples and templates for emails

Communicate using direct chat or messages within the system

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

Process of dividing customers into groups based on common characteristics

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

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

Store, manage and track all forms in a centralized location

Track delivered, received, and opened emails

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

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

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

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

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

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

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

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

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

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

Plan and strategize marketing campaigns

Divide leads into buckets based on predefined criteria and routing rules

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

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

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

Create and automatically send premade copy in response to customer messages

Manage multiple campaigns in one system

Plan marketing campaigns for events

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

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

Predefined actions automatically performed on the occurance of specific events

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

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

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