Croct Features
Metrics (15)
Sessions - Digital Analytics
Accurately measure total web traffic and present data elegantly.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Entry and Exit Pages
Accurately determine where most people enter your site and where they leave and present data elegantly.
Standard Event Tracking
Software automatically tracks standard user actions.
Custom Event Tracking
Able to set up custom variables to track any user activity on the site.
Retention
Accurately measure bounce rate.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert via a certain action.
Funnels
See how many users proceed down a certain path to conversion.
Entry and Exit Pages
Accurately determine your websites most common entry and exit points, while displaying data elegantly.
Sessions
Accurately measure total web traffic and display data logically.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert to customers via specific actions.
Search Rank
Gives users accurate reflection of how their search ratings compare with competitors.
Reporting (7)
Real-Time Reporting
Obtain live data for who is currently accessing your site.
Trending
Report on how any user activity has changed over time.
Retroactive Reporting
Report on user activity in the past and set up predictive models for the future.
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
Mobile Reporting
Analytic tools are also available for mobile and tablet versions of websites.
Unification Across Devices
Able to unify user data across devices, recognizing returning users.
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Other (7)
User Data
Able to access user-specific data such as location, language, gender, and activity while on the site.
Site Search Reporting
Report on keywords used in internal searches.
Load Time Monitoring
Track load times on different devices and systems.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
E-Commerce
Track revenue and transactions.
Promotional Messages
Able to deploy promotional or other pop-up messages based on user actions.
Administration Alerts
System can self-monitor critical metrics and alert administrators when they reach concerning levels.
Administration (9)
API / Integrations
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.
QA Testing
Able to test that event and variable setup are reporting data accurately.
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.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Integration
Integrates with software or mobile apps via SDK or API
Geofencing
Allows users to designate geofences for location-based marketing campaigns
Wi-Fi Marketing
Targets customers based on their Wi-Fi connection
Beacons
Integrates with Bluetooth Low Energy (BLE) beacons to execute location-based marketing campaigns
IP Geolocation
Targets customers based on IP data
Tools (1)
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior
Analytics (14)
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.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior.
Reports & Dashboards
Create reports and dashboards to analyze results of campaigns.
Personalization
Streamlines personalization by integrating customer data repositories into systems that deliver content.
Marketing Automation
Handles broad-reaching marketing orchestration by pulling customer data from CRMs and other data repositories to deliver content across multiple channels.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
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Personalization
Offers built-in personalization tools to tailor content to users.
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Content Performance
Offers content performance analytics.
Interactive Content
Allow the audience to interact or engage with the content
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Reporting and Analytics
Provides reporting and analytics tools to quantify the results of the experiment.
Heatmaps
Provides heatmap functionality to assess what parts of the website visitors are engaging with most.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Content Management (11)
Customizable Templated Workflows
Suggested workflows that can be adopted as is or adapted to fit business needs.
Asset Management
System allows the storage and management of rich media files.
Portals and Sites
Able to create user portals and sites.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Metadata Management
Collect and maintain structured information that describes data or content
Audio File Management
Supports audio files
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
Document Management
Store, manage, and track all electronic documents in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Design & Development (3)
No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Self-Service Capabilities
Customers have a route to update account details, payments and information themselves.
Marketing (4)
Geolocation
Identifies users when they enter or exit a predefined geolocation
Campaign Automation
Generates an automated notification, text message, or in-app message to users in a predefined geolocation
Analytics
Analyzes the performance of location-based marketing campaigns based on foot traffic, POS data, etc.
Security Compliance
Meets compliance standards (e.g. GDPR, CCPA) regarding personal data privacy
XML Data Model Type (4)
DITA (Darwin Information Typing Architecture)
Capable of utilizing the DITA data model to categorize content.
DocBook
Capable of utilizing the DocBook data model to categorize content.
S1000D
Capable of utilizing the S1000D data model to categorize content.
SCORM
Capable of utilizing the SCORM data model to categorize content.
Creation Features (2)
Workflow Management
Tools to create and adjust workflows to ensure consistency.
Collaborative Review
Allows users to review and publish changes collaboratively.
Software Model (2)
SaaS (Software as a Service)
Software is purchased on a subscription basis monthly or yearly.
Cloud-based
Data is stored using the cloud.
Segmentation (2)
A/B Testing
Provides native A/B testing for content and campaigns.
Customer Profiles
Allows users to build and analyze customer profiles.
Targeting (2)
Behavioral Targeting
Presents messaging depending on customer behavior.
Contextual Targeting
Presents messaging depending on customer context.
Triggered Content (3)
Geofencing
Content triggered by customer's given geolocation.
Triggered Emails
Emails triggered by customer activity or behavior.
Triggered Messages
Messages triggered by customer activity or behavior.
Personalized Content (3)
Recommendation Engine
Provides recommendations based on customer metrics.
Personalized Discounts
Calculates and presents customized discounts.
Website Personalization
Personalizes web experiences and presented content based on customer metrics.
Data Sourcing (6)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Real-Time Data
Receive data and information in real time
Intelligence (3)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Platform Basics (2)
Website Personalization
Ability to deliver unique content for each account that visits a company's website.
Content Creation and Distribution
Allows companies to create and distribute personalized content within an account-based marketing strategy.
Platform Reporting (2)
Measurement
Ability to monitor page views and conversions per account as they engage with a personalized website and content.
Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.
Publishing (3)
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Automated Publishing
Automatically publishes content at a time set by users.
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Multi-language
Can support content being viewed in multiple languages.
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AR/VR Capability
Capable of deploying content to AR and/or VR platforms.
Development (17)
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Image Management
Provides limited digital asset management.
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Reuseable Content
Uses XML-based content structuring to support reuse of content pieces.
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Unlimited Environments
Provides unlimited environments to develop projects.
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Form Builder
Provides a built-in form builder.
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Customizable Forms
Customize contracts and forms to collect specific information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Website Management
Built-in website builder or integration with third-party site
Document Management
Store, manage, and track all electronic documents in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Integrated Development Environment
An application for source code editing, compiling, and debugging
File Management
Create, save, and store files
Content Creation (1)
Content Management
Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.
Optimization (1)
ROI Reporting
Ability to measure the revenue influence and ROI of every piece of content.
Experimental Design (6)
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Multivariate testing capacities
Allows for the testing of multiple variables at a time during a single test.
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Split Testing
Conduct tests to compare performance across various versions of content (web pages, images, emails, etc.)
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Mobile Testing
Allows mobile web pages to be tested during A/B experiments.
AI Assisted Testing
Uses AI to generate or suggest experiment variations to test website versions.
AI Generated Variations
Uses AI or machine learning to automatically optimize traffic distribution between experiment variations.
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Computing (3)
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AI/Machine Learning
Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.
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Little to No Coding
Requires little to no knowledge of coding. Usually this means it comes with prewritten code.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Editing (1)
Text Editing
Edit text as needed
Other Content Features (5)
SEO Optimization
Provides tools to track, manage, or improve SEO performance.
Collaboration
Offers ability for multiple users to collaborate on content through sharing, commenting, or chat functionality.
Interactive Content
Enables users to take static content and make it interactive or dynamic.
Content Scheduling
Enables users to schedule the publishing and unpublishing of content at specific dates and times.
Import Content
Allows users to import content drafts from exterma; storage sources in a way that doesn't alter format or layout.
Agentic AI - A/B Testing (5)
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
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Visitor Identification (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Location-Based Marketing Features (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Personalization Engines (4)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Personalization (5)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Digital Analytics (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Headless CMS (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Digital Experience Platforms (4)
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
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Agentic AI - Content Analytics (3)
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
Agentic AI - Content Experience Platforms (3)
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
AI Personalization - Personalization (3)
Predictive Recommendations
Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.
Audience Segmentation
Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.
Adaptive Content
Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data
Additional Functionality (281)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Funnel Analysis
Method of analysis that visualizes the series of events that lead towards a defined goal.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Geotargeting
Geographic location of visitors determines behavior of the software
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Data
Receive data and information in real time
Assessment Management
Creation, administration, and evaluation of assessments or tests
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Visualization
Graphical representation of data
Statistical Analysis
Apply statistical/mathematical models to sets of data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Website Personalization
Customize website features
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Real-Time Reporting
Active reporting of data and metrics
Content Analytics
Behavioral Targeting
Display advertising and marketing messages to users based on their browsing history and preferences
Account Based Marketing
Provide personalized marketing content
Website Analytics
Track and analyze information regarding website visitors
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Profiles
Record customer information, purchase history, and other notes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contextual Targeting
Experience Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Forms
Customize contracts and forms to collect specific information
Email Marketing
Create and send email blasts/campaigns
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms
Customize contracts and forms to collect specific information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
A/B Testing
Provides built-in A/B testing for content.
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Content Publishing Options
Facilitates online authoring and publishing of the content
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
API
Application programming interface that allows for integration with other systems/databases
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Text Editing
Edit text as needed
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Scheduling
Plan availability and assign specific time slots for tasks and resources
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Categorization/Grouping
Organize and group data or items based on various criteria
Preview Functionality
Preview materials before finalizing projects
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
For Marketers
For the intention to be used by marketing teams
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Filtering
Find & retrieve relevant data or documents
For Developers
For the intention to be used by developers
Website Analytics
Track and analyze information regarding website visitors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Historical Reporting
Information, data and reports that are being tracked over time
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Multi-Location
Manage and support multiple locations
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Multi-Currency
Manage and handle various international currencies
Shopping Cart
Checkout of online store
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer Accounts
Record customer information, purchase history, and other notes
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Secure Login
At least a username and password is required to access the system
Document Review
Review and analyze existing information across documents
Content Delivery
Distributing content through various platforms or channels
Customizable Branding
Add customized logos and colors to align with company branding
Secure Data Storage
Securely stores data to prevent data loss or breaches
Document Storage
Store and organize documents in a centralized system
Mobile Capture
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
For Developers
For the intention to be used by developers
Content Library
Centralized repository to store content and assets
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Content Publishing Options
Facilitates online authoring and publishing of the content
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Rule Based Publishing
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Preview Functionality
Preview materials before finalizing projects
API
Application programming interface that allows for integration with other systems/databases
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Document Management
Store, manage, and track all electronic documents in a centralized location
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Version Control
Track revisions and updates made to files and navigate between different versions
Website Management
Built-in website builder or integration with third-party site
For Marketers
For the intention to be used by marketing teams
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Lead Generation
Manage the process of attracting and converting business prospects into leads
Data Integration
Combining data from different sources and providing a unified view
Customer Activity Tracking
A report showing what actions customers perform
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Capture
Automatically identify and save contact information of potential customers
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Real-Time Analytics
Analyze and gain insights into data in real-time
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Personalization
Adjust communications based on previous interactions or personal preferences
Campaign Planning
Plan and strategize marketing campaigns
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Behavioral Analytics
Track and analyse user behavior within a system or network
Campaign Analytics
Track and interpret campaign performance metrics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customer Profiles
Record customer information, purchase history, and other notes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multiple Data Sources
Allows users to manage data from a number of sources
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
API
Application programming interface that allows for integration with other systems/databases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Reporting
Active reporting of data and metrics
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Data
Receive data and information in real time
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Screen Activity Recording
Capture what is happening on a computer screen
Site Search Tracking
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Visitor Tracking
Track visitors and purpose of visits
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Funnel Analysis
Method of analysis that visualizes the series of events that lead towards a defined goal.
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Alerts/Escalation
System alerts about the need to escalate an issue or request
Real-Time Analytics
Analyze and gain insights into data in real-time
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Referral Tracking
Log and store the source of contacts/leads
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Keyword Tracking
Track and monitor a specific set of keywords
Pageview Tracking
Customizable Reports
Alter the layout and content of reports
Visualization
Graphical representation of data or processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Time on Site Tracking
Track the amount of time users spend on websites
Web Traffic Reporting
Collect and analyze traffic data about website visitors
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Dashboard Creation
Creation and customization of dashboards
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Campaign Analytics
Track and interpret campaign performance metrics
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
User Interaction Tracking
Monitor user activity through engagement methods
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Multiple Site Management
Website Analytics
Track and analyze information regarding website visitors
Content Delivery
Distributing content through various platforms or channels
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Prioritization
Arrange tasks based on the level of priority or urgency
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Content Creation
The ability to create unique content
Technology Glossary Features
View definitions of the features and discover new technology terms.
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