Crystal Features
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / 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.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Platform Basics - Talent Assessment (2)
Analytics
Provides analytics tools that reveal important business metrics and track progress.
Automation
Automates some or all operation related tasks.
Platform Content - Talent Assessment (7)
Candidate Screening
Tools that screen candidates for aptitude, personality, and essential work and job-related skills.
Assessment
Provides detailed reports with filter options to sort, compare, and analyze candidate results.
Portal
Portal lets employers and candidates log into the system and view assessment results.
Emotional Intelligence
Uses emotional intelligence to inform questions and asses how well a candidate fits within a team or role.
Logical Reasoning
Contains questions designed to test logical reasoning or problem-solving skills.
Big Five
Bases questions on the "Big Five" personality traits to see how well a candidate fits into a role.
Psychometric
Contains tests with psychometric questions that evaluate candidates based on how a candidate's personality and aptitude allows them to perform the role.
Platform Performance - Talent Assessment (3)
Uptime
Is consistently available (uptime) and allows users to complete tasks reliably.
Analytics
Provides analytics tools that reveal important business metrics and track progress.
Monitoring
Contains application performance monitoring capabilities.
Platform Additional Functionality - Talent Assessment (4)
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities.
Video Interview
Contains a video assessment/recording feature for users to answer questions candidly.
Simulation
Provides a simulation using digital or VR methods to assess how a potential employee performs tasks in real time.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - AI Sales Assistant (7)
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
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
AI Capabilities - Talent Assessment (5)
AI Personalization
Customizes or personalizes assessment questions to individual candidates with AI.
AI Predictive Insights
Analyzes candidate assessment results with AI to provide predictive insights on future performance, culture fit, or other elements.
AI Scoring
Automatically scores the talent assessment with the use of AI.
Assessment Generation
Uses generative AI to create psychometric, behavioral, or personality assessments.
AI Bias Detection
Detects and reduces bias with AI capabilities in assessment design, scoring, or recommendations.



