HubSpot Marketing Hub 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

Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.

Able to create custom reports to cater to specific metrics and key performance indicators.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Provides features to allow scaling for large organizations.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.

Alerts marketer of the performance of particular campaigns.

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

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

Manage advertised inventory that is featured and tracked across marketing campaigns

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

Store, manage, and track all electronic documents in a centralized location

Create, save, and store files

Create, design and manage workflows for repetitive tasks

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

Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

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

Specify or track the date/time a project, task, etc., is due for completion

Manage contact details and communication with clients

Plan and coordinate all the resources, costs and time needed to execute assignments

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

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

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

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

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

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

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.

Overview of all media purchases and campaigns in a single interface.

Enables marketer to set metrics by which their campaigns are automatically optimized.

Amount and quality of inventory partner sites on which ads can be placed.

Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.

Tools offered for creating and optimizing creative components of campaigns.

Supports rich media display and video ads that involve user interaction.

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

Ads that target individuals who have previously interacted with a brand or visited a specific website

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.)

Reports on the performance of social media posts and campaigns.

Allows the creation, management, and scheduling of content to be shared across social media channels.

Identifies trends in social media campaigns, such as optimal posting times, to improve performance.

Manage and post content across multiple social media accounts and platforms simultaneously

Provides features for managing and optimizing paid advertisements across social channels.

Allows for categorizing or grouping individual posts to streamline social media marketing campaigns.

Monitor hashtags, their trends, and analytics across all social media platforms

Manage multiple campaigns in one system

Initiate interactions with customers by proactively starting conversations or providing informational content

Establish rules for automatic propagation of social media posts across one or more channels

Analyze and gain insights into data in real-time

Product functionality for social advertising.

Able to target desired audiences based on demographics and behavior variables.

Able to retarget previous impressions to your site across the web to increase conversion rates.

Able to tailor ads based on consumer general region, state or designated market area (DMA).

Able to match the marketer's ad with specific content on a site or page.

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

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Review data from past periods to reveal recurring tendencies and predict future performance

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools to analyze every stage of the customer journey to customize an account-based funnel.

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

Track and interpret campaign performance metrics

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.

Helps allocate marketing budget based predicted amount of incoming revenue.

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.

Allows for custom report types to match the goals of a company.

Provides tools that dynamically serve content, messaging, and calls-to-action.

Helps determine which accounts have the highest/lowest opportunity to convert.

Helps determine the direction of each individual account and how to engage through specific content.

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Collects and reports on data relating to customer journeys, preferences, and history

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Collect information from multiple sources

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

Track and monitor a specific set of keywords

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

Track the performance of marketing campaigns across multiple channels.

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

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

Generate or append custom campaign parameters to URLs

Receive data and information in real time

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

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

Manage, organize, and store contact information

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

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

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

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

Create, design and manage workflows for repetitive tasks

Analyzes historical and current marketing campaigns to inform future strategy

Creates reports and dashboards to analyze results of campaigns

Identifies which marketing campaigns resolved in open or closed opportunities

Collects marketing campaign performance data across multiple channels

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization

Manage multiple campaigns in one system

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

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

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

Analyze and gain insights into data in real-time

Alter the layout and content of reports

Mapped-out responses for conversations.

Artificial intelligence (AI) and chatbot involvement.

Chat with your counterparts over the video in real time

Quality of interface for designing and customizing conversation maps.

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

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

Conversations enacted through embedding or pop-ups on websites.

Conversations enacted through text message (SMS).

Conversations enacted through voice assistants.

Conversations enacted through other channels.

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

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

Creation and modification of customer profiles based on conversations.

Reporting based around specific and overall conversation results.

Capture and organization of leads from conversations.

Success rate of conversations leading to customer purchases.

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

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 social networks

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.)

Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.

Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.

Uses machine learning to create an attribution model.

Tracks customer interactions across mobile and desktop.

Allows users to track touchpoints through offline channels, such as events.

Allows the user to create a custom attribution model.

Track user conversions from all digital sources

Provides features for B2B marketers.

Provides features for B2C marketers.

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

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

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

Provides customizable dashboards that allow users to view and manage data.

Displays attribution data through easy-to-interpret charts and graphs.

Allows users to build custom reports.

Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.

Builds, defines, and segments targeted account audiences.

Matches leads to accounts for account-based marketing efforts.

Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.

Customizes tailored content and offerings that address specific interests or pain points for target accounts.

Ability to deliver unique content for each account that visits a company's website.

Allows companies to create and distribute personalized content within an account-based marketing strategy.

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Automates the testing and optimization of customer-facing messaging and campaigns.

Measure the influence and performance of ABM programs for each targeted audience.

Provides a complete view of how all ABM programs drive revenue.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.

Ability to monitor page views and conversions per account as they engage with a personalized website and content.

Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.

Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.

Allows users to upload and publish brand content from a shared library.

Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.

Automates the content approval process to ensure social posts are approved by managers or clients before publishing.

Allows administrators to assign permissions for different users or teams to access certain platform features.

Provides features for creating or editing social media assets.

Store and manage images

Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.

Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Process and analyze human language in text or audio form

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

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

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

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

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

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

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

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

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

Manage and support multiple languages

Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.

Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.

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

Determines optimal message delivery times per user

Runs & optimizes experiments without manual setup

Ingests behavioral & transactional data for real-time decisioning

Connects with CRM & customer data platforms for unified data access

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

Analyzing historical and current data and generating a model to help predict future outcomes.

Initiates campaigns based on real-time user actions

Creates audience segments using machine learning predictions

Automate workflows and trigger campaigns based on customer actions

Generates and edits text using machine learning

Builds & launches campaigns without manual workflow configuration

Translates marketing goals into structured campaign strategies automatically

Coordinates messaging across email, SMS, & other channels

Enables campaign creation using natural language prompts

Adjusts campaign execution dynamically based on engagement & performance data

Refines content continuously based on engagement signals

Generates channel-specific marketing content using AI models

Tailors messaging dynamically to individual user attributes

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

Manage the process of attracting and converting business prospects into leads

Perfecting the ads according to audience by adding relevant images, CTA buttons, keywords and more.

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

Software program that continuously adjusts its behavior based on observed data

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Manage multiple campaigns in one system

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

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

Manage advertising space and its sales within your network or publication

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

Plan and strategize marketing campaigns

A report showing what actions customers perform

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

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

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

Import and export data to and from software applications

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.

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

Visualize and analyze customer experience across all touchpoints and channels

Track an affiliate partner's promotion of a product or service and any associated sales

Predict future data based on historical data sets

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

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

Automatically identify and save contact information of potential customers

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

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

Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track and interpret campaign performance metrics

Track visitors and purpose of visits

Process of dividing customers into groups based on common characteristics

Alter the layout and content of reports

Creation and customization of dashboards

Track and analyze information regarding website visitors

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

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

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

Alter the layout and content of reports

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

Add customized logos and colors to align with company branding

Create and manage advertising campaigns on social media networks

Find & retrieve relevant data or documents

Manage the process of evaluating documents or requests submitted for approval

Track and monitor a specific set of keywords

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Schedules specific times for content to appear on social media platforms, blogs, websites etc.

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

Review data from past periods to reveal recurring tendencies and predict future performance

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

Graphical representation of data

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

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

Market event via social media tools

An @mention is a way to tag or notify a specific person about a message/post

Track activity on sites such as Facebook, Twitter, Instagram, etc.

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

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

Provides a channel for team members to share media files, communicate, and work together

Monitor social media posts or web that mention a particular brand

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

Leave comments and notes on documents for others to view

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

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

Check text for proper grammar usage

Track and interpret campaign performance metrics

Used by marketers and advertisers

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

Assists in the ideation process for creating new content, including themes, content types, titles and more

Review data from past periods to reveal recurring tendencies and predict future performance

Send promotional campaigns or transactional messages via text messages

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create and send email blasts/campaigns

Communicate using direct chat or messages within the system

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

Track activity of your competitors

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

Publish and distribute content to targeted audiences

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

Predict future data based on historical data sets

Adjust communications based on previous interactions or personal preferences

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

Track and analyze user behavior within a system or network

Software program that continuously adjusts its behavior based on observed data

Edit text as needed

Provides a channel for team members to share media files, communicate, and work together

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

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

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

Process and analyze human language in text or audio form

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Choose the desired tone for content to be generated

AI-based platform which conducts a conversation via auditory or textual methods

Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines

Using different methods or channels to connect with customers

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

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

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

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

The ability to create unique content

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

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

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

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

The ability to create unique content

Customize data fields to support various needs and use cases

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

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

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

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

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Send messages via SMS

Manage various aspects of appointments including booking, rescheduling, canceling

Communicate using direct chat or messages within the system

Active monitoring of systems, applications, or networks

Route and distribute your leads to third party buyers

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

Import and export data to and from software applications

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

Receive data and information in real time

Send and receive messages in real-time via an online communication channel

Add customized logos and colors to align with company branding

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

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

Create and automatically send premade copy in response to customer messages

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

Process of dividing customers into groups based on common characteristics

Send personal messages to clients or attendees

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

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

Automatically identify and save contact information of potential customers

Schedule appointments via a calendar

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

Predefined actions automatically performed on the occurance of specific events

AI-based platform which conducts a conversation via auditory or textual methods

Group messaging lets multiple people carry on a group conversation

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

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

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Gauge satisfaction and receive information for improvement and success

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

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

Plan marketing campaigns for events

Market event via social media tools

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

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

Import and export data to and from software applications

Manage the process of attracting and converting business prospects into leads

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

Customize contracts and forms to collect specific information

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

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

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

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

Pre-made examples and templates for emails

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

Automatically identify and save contact information of potential customers

Add customized logos and colors to align with company branding

Active reporting of data and metrics

Plan and strategize marketing campaigns

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

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

Process of dividing customers into groups based on common characteristics

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

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

Create and automatically send premade copy in response to customer messages

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

Predefined actions automatically performed on the occurance of specific events

Create and send email blasts/campaigns

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

Customize data fields to support various needs and use cases

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

Graphical representation of data

Generate one-off reports that meet information requirements

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Connect to big data sources

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

A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey

Visualize and analyze customer experience across all touchpoints and channels

Tracking the status of previously identified performance measurements

Analytics that breaks the data in a data set into related groups/categories.

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Build applications without the use of code

Track revisions and updates made to files and navigate between different versions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Model the varying behavior of a system over time through diagrams

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

Store and save retrievable data

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

Manage a growing amount of work to meet increased demand without compromising performance

Manage budgets, track and optimize spending and align capacity to workload demand

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Identify which applications need to exchange data and enable these data connections

Flexible architecture allowing tailored configurations

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Tools for the systematic analysis of various types of data or statistics

Helps understand a user's intentions/actions

Interprets what a user is doing based on context and helps guide them through the process.

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Bots that work alongside humans on tasks that cannot be fully automated

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

Used as a promotional or demonstration tool in sales and marketing presentations

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

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

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

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Track and manage adherence to policies for any service, product, process, or supplier

Automatic reply functionality for incoming messages

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

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

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Program systems that assist users with their daily administrative responsibilities

AI-based platform which conducts a conversation via auditory or textual methods

Train your system to interpret and transcribe voice messages

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

Create, manage and track all task activities and progression

Initiate interactions with customers by proactively starting conversations or providing informational content

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Streamlining repetitive tasks and activities through automated and predefined workflows

Managing and resolving errors that occur during program execution to maintain stability

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

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

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

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

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

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

Automate workflows and trigger campaigns based on customer actions

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

The ability to create unique content