Endear Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Sales Force Automation (5)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Opportunity & Pipeline Mgmt.
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.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Marketing Automation (4)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (4)
Case Management
Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Mobile & Social (1)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (2)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Communication (5)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Internal Use (5)
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Text Messaging (8)
Bulk SMS
Enables users to send mass text message campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Provides automatic text message replies to recipients
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
Data Sourcing (4)
Data Enrichment
Based on 14 Endear reviews. Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data. 14 reviewers of Endear have provided feedback on this feature.
Content Marketing
As reported in 14 Endear reviews. Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message. 14 reviewers of Endear have provided feedback on this feature.
Intelligence (2)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency. This feature was mentioned in 14 Endear reviews.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes. 14 reviewers of Endear have provided feedback on this feature.
Omnichannel Features (6)
Retail Management
The ability to manage the operations of a retail storefront and integrate storefront operations with other channels.
POS Integration
The ability to integrate with a POS system in order to facilitate the integration of brick and mortar channels with other channels.
Customer Service Integration
The ability to integrate customer service into all channels.
Marketing Tools
The ability to integrate marketing tools into all channels.
E-commerce Integration
Tools to combine e-commerce channels with other channels in order to create a seamless experience across channels.
ERP Integration
The ability to integrate with ERP systems in order to unite customer-facing channels with back-end channels.
Reporting (2)
Reports & Analytics
Tools to present data collected from various channels in a digestible way to help business owners make informed decisions.
Data Transfer Tools
The ability to transfer data between channels in order to streamline operations.
SMS Platform (5)
Reporting
Provides pre-built or customizable performance reports
Automation
Automates tasks and features for added convenience
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
Data Management (5)
Consolidation
Consolidates data from multiple sources
Data types
Gather multiple types of data from various sources
Correction
Allow users to update the data to ensure its accuracy and validity
Cleansing
Detect innacurate, incomplete, or duplicate data
Validation
Ensure that the data complies with internal quality standards
Analytics (3)
KPIs
Monitor store key performance indicators (KPIs) in real-time
Reports and Dashboards
Creates reports and dashboards to analyze retail KPIs and metrics
Predictive analytics
Uses artificial intelligence (AI) to build forecasting models based on existing data sets
Mobile (2)
Mobile dashboard
Offer mobile dashboards to view retail KPI in real-time
Mobile application
Support or include dedicated app for iOS and/or Android
Integration (3)
Marketplace
Allows integration with marketplace such as Amazon, eBay, Walmart, etc
Retail POS
Easily integrate with POS software to monitor sales and customer data
Other software
Allows integration with marketplace such as Amazon, eBay, Walmart, etc
Platform Additional Functionality (2)
Cloud
Provides a cloud based version of the platform
On-Premise
Provides an on-premise version of the platform
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
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.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - CRM (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
Agentic AI - Retail Analytics (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


