[ Endear Reviews ](https://www.g2.com/products/endear/reviews) [ Endear Reviews ](https://www.g2.com/products/endear/reviews) # 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. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Show More ##### ## Mobile & Social (1) Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Text Messaging (8) Bulk SMS Enables users to send mass text message campaigns Two-Way Text Messaging Facilitates two-way text messaging to encourage consumer engagement and loyalty Text Scheduler Provides the ability to schedule single or bulk text messages to recipients on a specific date and time Automatic Replies Provides automatic text message replies to recipients Automatic URL Shortening Provides automatic URL shortening to use less characters via text MMS Marketing Sends out multimedia via text messages, such as coupons, pictures, and audio Personalization Offers features for personalizing text messages based on customer information or past behavior Transactional SMS Allows users to establish automated workflows and triggers to deliver transactional text messages Show More ##### ## Data Sourcing (4) 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. Show More ##### ## Intelligence (2) Marketing Metrics Provides analysis of marketing program ROI and efficiency. Recommendation Engine Uses artificial intelligence to provide suggestions based on desired outcomes. Show More ##### ## 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 Show More ##### ## Data Management (10) Data Types Gather multiple types of data from various sources Consolidation Consolidates data from multiple sources Cleansing Detect innacurate, incomplete, or duplicate commerce data Validation Ensure that the data complies with internal quality standards Correction Allow users to update the data to nesure its accuracy and validity 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 Show More ##### ## Analytics (7) Forecasting Generate forecasts using historical data and market trends KPIs Include standard key performance indicators (KPIs) for retail and e-commerce Dashboards Provide customizable dashboards to display KPIs and forecasts Integration Integrate with bsiness intelligence and analytics software 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Platform Additional Functionality (2) Cloud Provides a cloud based version of the platform On-Premise Provides an on-premise version of the platform Show More ##### ## Generative AI (6) 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. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - SMS Marketing (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Retail Intelligence (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 Show More ##### ## AI Automation - SMS Marketing (1) AI SMS Uses AI to automate audience targeting, SMS message personalization, and performance optimization. Show More ##### ## AI Content Generation - SMS Marketing (1) AI SMS Use AI to generate personalizaed SMS copy for SMS campaigns Show More ## Top-Rated Alternatives [ ![Brevo Marketing Platform](https://images.g2crowd.com/uploads/product/hd_favicon/6e2ff100220158bc579d1ee68289d603/brevo-marketing-platform.svg "Brevo Marketing Platform") Brevo Marketing Platform 4.5/5(2,613) ](https://www.g2.com/products/brevo-marketing-platform/reviews) [ ![LocaliQ](https://images.g2crowd.com/uploads/product/hd_favicon/069083f4b8b3549c8478d32c6707cdd6/localiq.svg "LocaliQ") LocaliQ 4.5/5(1,079) ](https://www.g2.com/products/localiq/reviews) [ ![SendPulse](https://images.g2crowd.com/uploads/product/hd_favicon/1487566635/sendpulse.svg "SendPulse") SendPulse 4.6/5(716) ](https://www.g2.com/products/sendpulse/reviews) [ View All Alternatives ](https://www.g2.com/products/endear/competitors/alternatives) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Live Chat ](https://www.g2.com/categories/live-chat)[ SMS Marketing ](https://www.g2.com/categories/sms-marketing) [ Customer Data Platform (CDP) ](https://www.g2.com/categories/customer-data-platform-cdp)[ Retail Analytics ](https://www.g2.com/categories/retail-analytics)[ Retail Intelligence ](https://www.g2.com/categories/retail-intelligence) Show More ##### Explore More [ Which sales intelligence tool is top-rated in the market ](https://www.g2.com/discussions/sales-intelligence-what-s-the-best-ipaas-for-small-business-software-integration)[ Best event management system for large conferences ](https://www.g2.com/discussions/what-s-the-best-event-management-system-for-large-conferences)[ How customizable are device policies, and are there pre-built templates for common use cases like BYOD, corporate-owned, or kiosk mode? ](https://www.g2.com/discussions/how-customizable-are-device-policies-and-are-there-pre-built-templates-for-common-use-cases-like-byod-corporate-owned-or-kiosk-mode) [ What is the most reliable file recovery software for getting back deleted photos on a Windows PC from a folder that was accidentally wiped rather than just moved to the recycle bin? ](https://www.g2.com/discussions/what-is-the-most-reliable-file-recovery-software-for-getting-back-deleted-photos-on-a-windows-pc-from-a-folder-that-was-accidentally-wiped-rather-than-just-moved-to-the-recycle-bin)[ User-friendly workforce app for companies ](https://www.g2.com/discussions/user-friendly-workforce-app-for-companies)[ Pros and Cons Details ](https://www.g2.com/products/endear/reviews?qs=pros-and-cons) Show More [ Which sales intelligence tool is top-rated in the market ](https://www.g2.com/discussions/sales-intelligence-what-s-the-best-ipaas-for-small-business-software-integration)[ Best event management system for large conferences ](https://www.g2.com/discussions/what-s-the-best-event-management-system-for-large-conferences)[ How customizable are device policies, and are there pre-built templates for common use cases like BYOD, corporate-owned, or kiosk mode? ](https://www.g2.com/discussions/how-customizable-are-device-policies-and-are-there-pre-built-templates-for-common-use-cases-like-byod-corporate-owned-or-kiosk-mode) [ What is the most reliable file recovery software for getting back deleted photos on a Windows PC from a folder that was accidentally wiped rather than just moved to the recycle bin? ](https://www.g2.com/discussions/what-is-the-most-reliable-file-recovery-software-for-getting-back-deleted-photos-on-a-windows-pc-from-a-folder-that-was-accidentally-wiped-rather-than-just-moved-to-the-recycle-bin)[ User-friendly workforce app for companies ](https://www.g2.com/discussions/user-friendly-workforce-app-for-companies)[ Pros and Cons Details ](https://www.g2.com/products/endear/reviews?qs=pros-and-cons)