[
impact.com Reviews
](https://www.g2.com/products/impact-com/reviews)

[
impact.com Reviews
](https://www.g2.com/products/impact-com/reviews)

# impact.com Features

##### ## Reports & Dashboards (5)

Report Customizability

Allows user flexibility into manipulating and digging deeper into the data that is provided through the tool.

Report Exporting

Allows users to export reports from the product into an .xsl, .csv, or .pdf file.

Scalability

Allows marketer to add, track, and measure a multitude of social media accounts.

White Label

Offers a white labeling service for agencies or resellers to customize platform branding.

Customizable Reports

Alter the layout and content of reports

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##### ## Social Analytics (15)

Follower Analysis

Analyzes and illustrates follower information such as demographics, location, interests, etc.

Post Performance

Tracks how much engagement (views, likes, favorites, retweets, comments, etc.) each piece of content receives to highlight which types of content resonate best with the target audience.

Paid Campaign Tracking

Tracks and measures the success of paid advertising initiatives run on social media sites.

Attribution

Ties social activity to business results such as leads, conversions, and sales.

Sentiment Analysis

Uses AI to accurately assess the sentiment of social media content based on keywords and phrases.

Lead Attribution

Identify the source channel that resulted in a new lead in the system

Real-Time Analytics

Analyze and gain insights into data in real-time

Visual Analytics

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

Reporting/Analytics

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

Campaign Analytics

Track and interpret campaign performance metrics

Keyword Tracking

Track and monitor a specific set of keywords

Influencer Tracking

Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion

Activity Tracking

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

Engagement Tracking

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

Trend Analysis

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

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##### ## Database (2)

Media Database

Provides tools to help identify and house media oppurtunties and potential influencers.

Contact/Campaign Management

Allows users to manage campaigns, as well and media opportunities and influencer information.

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##### ## Outreach (2)

Media Distribution

Gives visability into multiple media channels, allowing for optimal media exposure.

Social Media Services

Provides tools that help engage influencers and increase media contacts.

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##### ## Reporting (6)

Monitoring

Provides analysis on media and influencer contacts, as well as the effectiveness of each action.

Response Desk

Helps respond to media inquires through automation features.

Impact Measurement

Measures the full impact of campaigns, as well as each individual influencer and media opportunity.

Dashboards

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

Data Visualizations

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

Custom Reporting

Allows users to build custom reports.

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##### ## User Rights/Roles (2)

Version Control

Helps establish a permissions workflow, allowing and restricting access to different company materials.

Team Collaboration

Gives visability and allows team members to communicate effectively and collaboratively.

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##### ## Marketing Operations (24)

ROI Tracking

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

Data Collection

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

Customer Insights

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

Multi-User Access

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

Spend Management

Includes features for budgeting, forecasting, and managing marketing investments

Multi-Channel Data Collection

Collect information from multiple sources

Engagement Tracking

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

Keyword Tracking

Track and monitor a specific set of keywords

Behavior Tracking

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

Campaign Tracking

Track the performance of marketing campaigns across multiple channels.

Conversion Tracking

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

SEO Management

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

Tag Management

Generate or append custom campaign parameters to URLs

Real-Time Data

Receive data and information in real time

Activity Tracking

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

Click Tracking

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

Contact Management

Manage, organize, and store contact information

Content Management

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

Lead Management

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

Email Management

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

Campaign Management

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

Channel Management

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

Template Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### ## Campaign Activity (14)

Campaign Insights

Analyzes historical and current marketing campaigns to inform future strategy

Reports and Dashboards

Creates reports and dashboards to analyze results of campaigns

Campaign Stickiness

Identifies which marketing campaigns resolved in open or closed opportunities

Multichannel Tracking

Collects marketing campaign performance data across multiple channels

Brand Optimization

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

Predictive Analytics

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

Multi-Campaign

Manage multiple campaigns in one system

Campaign Analytics

Track and interpret campaign performance metrics

Website Analytics

Track and analyze information regarding website visitors

Conversion Rate Optimization

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

Drip Campaigns

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

Visual Analytics

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Customizable Reports

Alter the layout and content of reports

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##### ## Link Options (3)

Custom Links

Allows affiliates to create custom links for products

Referral Link Generator

Able to generate affiliate links

Smart Link

Supports the creation of smartlinks that redirect users to relevant offers based on predefined conditions such as device type, geolocation, etc.

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##### ## Tracking Options (4)

Email Updates

Provides both companies and affiliates with email updates on campaign performance

Activity Tracking

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

Cookieless Tracking

Allows for tracking without the use of cookies

Conversion Tracking

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

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##### ## Control (4)

Role-Based Permissions

Assigns information access rights based on company, user role, group, or tier

Opportunity Management

Tracks partner leads, opportunities, and monitors deals through pipeline stages

Recognized Escalation

Allows partners to move deals into the main channel while retaining input and receiving compensation

Fund Management

Manage allocation and performance of financial assets

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##### ## Attribution Modeling (7)

Single-Touch Attribution

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

Multi-Touch Attribution

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

Algorithmic Attribution

Uses machine learning to create an attribution model.

Cross-Device Attribution

Tracks customer interactions across mobile and desktop.

Offline Attribution

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

Custom Attribution

Allows the user to create a custom attribution model.

Cross Channel Attribution

Track user conversions from all digital sources

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##### ## Marketing (5)

B2B Attribution

Provides features for B2B marketers.

B2C Attribution

Provides features for B2C marketers.

Multi-Channel Marketing

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

Third-Party Integrations

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

Social Media Integration

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

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##### ## Platform Basics (2)

Dynamic Segmentation

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

Journey Optimization

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

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##### ## Platform Data (4)

Journey Reporting

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

Trends Reporting

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

Dashboards

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

Advanced Data Filtering

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

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##### ## Platform Additional Functionality (1)

Integrations

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

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##### ## Affiliate Management (3)

Affiliate Network

Provides companies with access to a network of affiliates for recruiting

Commissions and Payouts

Supports multiple compensation models, such as pay-per-click, pay-per-sale, pay-per-lead, etc.

Customization

Supports the customization and management of affiliate campaigns and promotional links

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##### ## Monitoring & Listening (13)

Social Measurement

Measure campaigns, brands, and products for quantitative metrics such as conversation volume, when conversations are happening, and your brand's share of voice.

Influencer Identification

Identifies who is talking about your brand along with their influence over social communities.

Brand Monitoring

Monitors social media channels for brand mentions and reports on the quality and quantity of conversations about a brand or product.

Keyword Tracking

Provides features for monitoring multiple keywords, topics, or hashtags, with the ability to increase the number of terms being tracked.

Trend Analysis

Identifies and analyzes trends in topics, hashtags, or audiences to help brands anticipate changes in consumer attitudes.

Competitor Analysis

Allows users to monitor conversations about competitors and measure performance against them.

Social Media Monitoring

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

Competitor Monitoring

Track activity of your competitors

Hashtag Tracking

Track the usage of certain hashtags

Engagement Tracking

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

Activity Tracking

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

Influencer Tracking

Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion

Impact Measurement

Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.

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##### ## Data Management & Analysis (4)

Sentiment Analysis

Determines whether mentions of your brand are positive, negative or neutral.

Social Reporting

Access custom reports and dashboards to measure social activity and engagement opportunities. Allows users to export data and graphs into various formats.

Alerts and Notifications

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Advanced Data Filtering

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

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##### ## Loyalty Experience (5)

Loyalty Engine

Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.

Rewards

Offers a flexible and customizable reward system.

Membership

Segments customers into tiers or membership groups.

Personalization

Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.

Gamification

Provides gamified features such as badges, achievements, and leaderboards.

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##### ## Loyalty Platform (14)

Communication Tools

Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.

Customer Relationship Management (CRM)

Allows users to view and manage customer profiles within the platform.

Loyalty Analytics

Offers comprehensive analytics to track ROI and engagement with the loyalty program.

Localization

Supports multiple languages and currencies.

Integrations

Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.

Gift Card Management

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Membership Management

Database of members to track personal information of individuals and families

Discount Management

Track products that are for sale at a reduced price or part of coupon promotions

Survey/Poll Management

Create and administer polls and surveys

Rewards Management

Strategize and implement rewards for returning customers, employees and other members

Promotions Management

Design, communicate, and distribute incentives to perform a specific action

eCommerce Management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Campaign Management

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

Communication Management

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

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##### ## Partner Discovery (3)

Competitive Discovery

Allows users to search by brand to see who is driving traffic for your competitors.

Social media discovery

Allows users to

Content-Based Discovery

Allows users to identify partners by content based on search rankings to ensure optimal collaboration.

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##### ## Partner Collaboration (3)

Brand Messaging

Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.

Offer Management

Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.

Catalog Management

Allows users to provide partners with product catalogs to help gudie them towards the right products to promote

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##### ## Analytics (3)

Conversion Tracking

Allows users to track partner conversions

Customer value tracking

Allows users to track the partners that bring in your most loyal customers.

ROI Measurement

Allows users to measure partner-influenced revenue to show ROI

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##### ## Integrations (1)

CRM Integration

Allows users to integrate data from a CRM into the partner ecosystem platform

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##### ## Influencer Marketing (27)

Influencer Recruitment

Locate and recruit social influencers through a proprietary influencer marketplace or across social networks. Build digital profiles of relevant influencers with information about them and their audience.

Audience Analysis

Analyze the demographic and psychographic characteristics of influencers and their audience to understand their brand affinities and interests.

Influencer Segmentation

Segment influencers into groups based on their work on specific brand initiatives and campaigns. Activate individual segments and assign levels of ownership.

Influencer Collaboration

Engage and collaborate with influencers around influencer marketing marketing campaigns. Maintain records of past partnerships and communications.

User-Generated Content (UGC) Management

Schedule, publish, and optimize user-generated content (UGC). Create Terms and Conditions to share with social influencers. Configure content usage and ownership rights within a centralized system.

Content Approval

Create automated influencer marketing program workflows to structure the creation, review, and approval of contributed work.

Campaign Analytics

Evaluate the performance of influencers and associated marketing campaigns. Rank influencers according to impact on key performance indicators (KPIs) such as revenue, brand mentions, and contributed work.

Reporting and Dashboards

Campaign performance can be monitored and visualized in dashboard that displays key success metrics in real time. Reports can be generated and distributed to relevant stakeholders.

Data Importing and Exporting Tools

Import and export lists of influencers and brand advocates with detailed profiles and contact information.

Influencer Compensation

Provides features for compensating influencers for their work.

E-Commerce Integration

Integrates with e-commerce platforms, which can allow access to product catalogs, product samples, and sales tracking.

Trend Analysis

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Multi-Campaign

Manage multiple campaigns in one system

Demographic Data

Social Media Integration

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

Campaign Segmentation

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

Communication Management

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

Influencer Relationship Management

Manage contact details and relationships with influencer CRMs and communication tools such as in-app messaging and chat

Social Performance Management

Campaign Management

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

Multi-Channel Management

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

Contact Management

Manage, organize, and store contact information

Content Management

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

Rewards Management

Strategize and implement rewards for returning customers, employees and other members

Workflow Management

Create, design and manage workflows for repetitive tasks

Activity Dashboard

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

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##### ## Agentic AI - Loyalty Management (1)

Cross-system Integration

Works across multiple software systems or databases

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##### ## Agentic AI - Customer Journey Analytics (3)

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### ## Agentic AI - Customer Advocacy (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

Social Media Integration

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

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##### ## Agentic AI - Marketing Analytics (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

Social Media Integration

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

Show More

##### ## Agentic AI - Media and Influencer Targeting (4)

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### ## Agentic AI - Attribution (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

##### ## Agentic AI - Social Media Analytics (3)

Adaptive Learning

Improves performance based on feedback and experience

Social Media Integration

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

Third-Party Integrations

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

Show More

##### ## Agentic AI - Influencer Marketing Platforms (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

Campaign Planning

Plan and strategize marketing campaigns

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##### ## Agentic AI - Social Media Listening Tools (8)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Social Media Integration

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

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##### ## Agentic AI - Affiliate Marketing (8)

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

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Third-Party Integrations

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

Social Media Integration

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

Campaign Planning

Plan and strategize marketing campaigns

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##### ## Platform - Partner Relationship Management (PRM) (29)

Partner Portal

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Content Repository

Provides access to a repository that contains shared marketing or sales materials and tools

Revenue Tracking

Tracks revenue via links, leads, deals, and influenced revenue

Cross-System Integration

Operates across multiple systems, tools, and platforms.

Workflow Automation & Notifications

Automates critical processes and triggers alerts across the partner lifecycle

Onboarding, Training & Certifications

Offers structured onboarding with learning modules, trainings, and certifications

Payouts & Global Compliance

Offers multi-currency, automated partner payments with VAT/tax compliance

Partner Discovery & Recruitment

Streamlines the process of finding, qualifying, and recruiting new channel partners

Incentive Management

Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards

Recognized Escalation

Allows partners to move deals into the main channel while retaining input and receiving compensation

Dashboards & Reporting

Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization

Marketing Tools

Manages co-branding, MDFs, and campaigns through marketing automation

Deal Management

Handles deal registration and streamlines submissions, approvals, and tracking

Third-Party Integrations

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

Activity Dashboard

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

Rewards Management

Strategize and implement rewards for returning customers, employees and other members

Compliance Management

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

Training Management

Track employee/learner's progression through training programs

Channel Management

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

Affiliate Management

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

Distributor Management

Managing salespeople/distributors who sell products for direct sales companies

Referral Management

Log and store the source of contacts/leads

Content Management

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

Lead Management

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

Document Management

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

Collaboration Tools

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

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Alerts/Notifications

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

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##### ## Agentic AI - Partner Relationship Management (PRM) (3)

Adaptive Learning

Improves performance based on feedback and experience

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Natural Language Interaction

Provides an AI chat agent to engage and guide partners conversationally

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##### ## Additional Functionality (354)

Data Visualization

Graphical representation of data

Keyword Tracking

Track and monitor a specific set of keywords

Search/Filter

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

Social Advertising

Create and manage advertising campaigns on social media networks

Influencer Tracking

Identify and track activity, including generated revenue, of prominent social media personalities that have sway over public opinion

Social Promotion

Market event via social media tools

Conversion Tracking

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

Payment Tracking

Track sent and received payments, invoices, and bills.

Customizable Reports

Alter the layout and content of reports

Email Marketing

Create and send email blasts/campaigns

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Alerts/Notifications

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

Performance Metrics

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

Data Import/Export

Import and export data to and from software applications

Campaign Scheduling

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

Engagement Tracking

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

Monitoring

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

Contact Database

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

Influencer Discovery

Provide tools to search for and vet influencers within an influencer network, search engine, database, or across social networks

Multi-Channel Marketing

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

Social Media Monitoring

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

Activity Tracking

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

Customizable Branding

Add customized logos and colors to align with company branding

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

AI Copilot

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

Reporting & Statistics

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

CRM

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

Faceted Search/Filter

Allows users to narrow down search results by applying multiple filters that specify different aspects/qualities of the search query

Categorization/Grouping

Organize and group data or items based on various criteria

Filtering

Find & retrieve relevant data or documents

Generative AI

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

API

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

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Multi-Channel Management

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

Multi-Campaign

Manage multiple campaigns in one system

Campaign Segmentation

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

Channel Management

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

Advertising Management

Manage advertising space and its sales within your network or publication

Reporting/Analytics

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

Campaign Planning

Plan and strategize marketing campaigns

Customer Activity Tracking

A report showing what actions customers perform

Performance Metrics

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

Conversion Tracking

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

API

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

Data Import/Export

Import and export data to and from software applications

Campaign Management

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

Generative AI

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

A/B Testing

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

Customer Journey Mapping

Visualize and analyze customer experience across all touchpoints and channels

Affiliate Management

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

Predictive Analytics

Predict future data based on historical data sets

Monitoring

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

AI Copilot

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

Lead Capture

Automatically identify and save contact information of potential customers

CRM

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

Audience Targeting

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

Attribution Modeling

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

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Conversion Rate Optimization

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

Alerts/Notifications

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

Lead Management

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

Campaign Analytics

Track and interpret campaign performance metrics

Visitor Tracking

Track visitors and purpose of visits

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Customizable Reports

Alter the layout and content of reports

Dashboard Creation

Creation and customization of dashboards

Website Analytics

Track and analyze information regarding website visitors

Engagement Tracking

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

Lead Qualification

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

Behavior Tracking

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

Lead Generation

Manage the process of attracting and converting business prospects into leads

Onboarding

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Visual Analytics

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

API

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

Performance Metrics

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

AI Copilot

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

Campaign Analytics

Track and interpret campaign performance metrics

Reporting/Analytics

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

Customizable Branding

Add customized logos and colors to align with company branding

CRM

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

Lead Distribution

Route and distribute your leads to third party buyers

Generative AI

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

AI Copilot

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

Email Alerts

Receive and/or send email notifications for urgent updates, requests, or other information

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Multi-Campaign

Manage multiple campaigns in one system

Email Marketing

Create and send email blasts/campaigns

Customizable Reports

Alter the layout and content of reports

Social Advertising

Create and manage advertising campaigns on social media networks

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Reporting & Statistics

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

API

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

Generative AI

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

Campaign Segmentation

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

Email Templates

Pre-made examples and templates for emails

Search/Filter

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

Pre-Approved Content Library

A repository of content that has been approved for sharing with current and prospective clients

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Customer Advocacy

Encourage your customers to promote your company by providing materials, tools, and reward programs

Data Import/Export

Import and export data to and from software applications

Social Promotion

Market event via social media tools

Employee Advocacy

Enables employees to promote their company by supplying them with materials, tools, and reward programs

Activity Dashboard

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

Alerts/Notifications

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

Filtering

Find & retrieve relevant data or documents

Real-Time Updates

Receive system updates as soon as any changes are made

Social Media Monitoring

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

Customizable Fields

Customize data fields to support various needs and use cases

Customizable Branding

Add customized logos and colors to align with company branding

Email Distribution

Nonprofit Advocacy

Enable advocates to promote nonprofit, charitable, and/or political organizations and causes

A/B Testing

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

Customizable Templates

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

Content Library

Centralized repository to store content and assets

CRM

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

Gamification

Games or game-like elements to track progress and reward accomplishments

Activity Tracking

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

Discount Management

Track products that are for sale at a reduced price or part of coupon promotions

Customer Engagement

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

Campaign Management

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

Incentive Management

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Campaign Analytics

Track and interpret campaign performance metrics

Engagement Tracking

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Customer Accounts

Record customer information, purchase history, and other notes

Communication Management

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

Community Management

Enable students, customers or employees to engage with each other in a particular space online or offline

Rewards Management

Strategize and implement rewards for returning customers, employees and other members

Gift Card Management

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Multi-Channel Marketing

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

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Visual Analytics

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

Feedback Management

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

Social Engagement

Process of communicating with an online community and measuring the effectiveness of activity

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Loyalty Program

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Campaign Planning

Plan and strategize marketing campaigns

Rewards Program

Point or incentive based programs loyalty programs designed to increase customer engagement

Advocate Management

Track and manage advocate communication, engagement, and performance

Lead Capture

Automatically identify and save contact information of potential customers

Referral Tracking

Log and store the source of contacts/leads

Reporting/Analytics

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

Promotions Management

Design, communicate, and distribute incentives to perform a specific action

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Reference Request Automation

Ability of the software to take the manual effort out of the process of requesting and collecting references

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Nomination Tracking

Task Scheduling

Track and manage the scheduling of tasks

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Reference Usage Tracking

Monitor and track how often customer references are used

Audio References

Ability to submit references via phone or audio files

For Sales/Marketing

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Configurable Workflow

Configure existing workflows to meet your organization's needs

Video References

Request or submit references by recording a video

Survey/Poll Management

Create and administer polls and surveys

Program Notices

Contact Management

Manage, organize, and store contact information

Lead Management

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

Customer Activity Tracking

A report showing what actions customers perform

Customer Database

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

ROI Tracking

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Lead Generation

Manage the process of attracting and converting business prospects into leads

Conversion Tracking

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

Referral Templates

Customizable templates for referral documents, emails, and sharable links

For Customer Referrals

For customer referral programs / referral marketing products

For Employee Referrals

Products that allow employees to make referrals for open job positions

Lead Engagement

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Fraud Detection

Identify and prevent suspicious activity

Performance Metrics

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

Generative AI

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

Benchmarking

Compare key metrics for the business against prominent players in the industry

Content Library

Centralized repository to store content and assets

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Dashboard

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

Multi-Channel Management

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

Dashboard Creation

Creation and customization of dashboards

AI Copilot

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

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Multi-Channel Data Collection

Collect information from multiple sources

Activity Dashboard

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

Performance Metrics

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Commenting/Notes

Leave comments and notes on documents for others to view

Social Media Monitoring

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Post Scheduling

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

@mentions

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

Multi-Channel Marketing

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

Tagging

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

Data Import/Export

Import and export data to and from software applications

Data Visualization

Graphical representation of data

Monitoring

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Competitor Monitoring

Track activity of your competitors

Search/Filter

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

Customizable Branding

Add customized logos and colors to align with company branding

Real-Time Data

Receive data and information in real time

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Social Promotion

Market event via social media tools

Social Advertising

Create and manage advertising campaigns on social media networks

Content Management

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

Reporting & Statistics

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

Real-Time Reporting

Active reporting of data and metrics

Campaign Scheduling

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

Social Performance Management

Campaign Management

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

API

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

Event Marketing

Plan marketing campaigns for events

Social Promotion

Market event via social media tools

Multi-Channel Marketing

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

Generative AI

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

Data Import/Export

Import and export data to and from software applications

Lead Generation

Manage the process of attracting and converting business prospects into leads

Campaign Segmentation

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

Customizable Forms

Customize contracts and forms to collect specific information

Reporting & Statistics

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

Monitoring

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

AI Copilot

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

Customizable Templates

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

Email Templates

Pre-made examples and templates for emails

Web Forms

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

Lead Capture

Automatically identify and save contact information of potential customers

Customizable Branding

Add customized logos and colors to align with company branding

Real-Time Reporting

Active reporting of data and metrics

Campaign Planning

Plan and strategize marketing campaigns

A/B Testing

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

CRM

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

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Campaign Scheduling

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

Alerts/Notifications

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

Autoresponders

Create and automatically send premade copy in response to customer messages

Drag & Drop

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

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Email Marketing

Create and send email blasts/campaigns

API

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

Customizable Fields

Customize data fields to support various needs and use cases

Contact Database

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

Data Visualization

Graphical representation of data

Ad hoc Reporting

Generate one-off reports that meet information requirements

Performance Metrics

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

Data Source Connectors

Connect to big data sources

Search/Filter

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

Multi-Channel Attribution

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

Customer Journey Mapping

Visualize and analyze customer experience across all touchpoints and channels

KPI Monitoring

Tracking the status of previously identified performance measurements

Cohort Analysis

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

Affiliate Management

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

Customizable Templates

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

Real-Time Data

Receive data and information in real time

Performance Metrics

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

Campaign Management

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

A/B Testing

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

Conversion Rate Optimization

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

Campaign Analytics

Track and interpret campaign performance metrics

Rewards Management

Strategize and implement rewards for returning customers, employees and other members

Advertising Management

Manage advertising space and its sales within your network or publication

Email Templates

Pre-made examples and templates for emails

Real-Time Analytics

Analyze and gain insights into data in real-time

Electronic Payments

Electronically collect payments for goods or services

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

API

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

Multi-Campaign

Manage multiple campaigns in one system

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Multi-Language

Manage and support multiple languages

Influencer Discovery

Provide tools to search for and vet influencers within an influencer network, search engine, database, or across social networks

Real-Time Reporting

Active reporting of data and metrics

Reporting & Statistics

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

Activity Dashboard

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

Customizable Branding

Add customized logos and colors to align with company branding

Lead Generation

Manage the process of attracting and converting business prospects into leads

Customizable Reports

Alter the layout and content of reports

AI Copilot

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

Alerts/Notifications

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

Multi Level Marketing (MLM)

The process of affiliates referring more than just sales leads to you, but also searching for new affiliates

Social Promotion

Market event via social media tools

Data Import/Export

Import and export data to and from software applications

Banner Management

Manage digital banner ads on company websites or affiliate partner websites

Commission Management

Tracking, calculating, and paying commissions and earnings to employees

Email Marketing

Create and send email blasts/campaigns

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Generative AI

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

Visual Analytics

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

Geotargeting

Geographic location of visitors determines behavior of the software

Fraud Detection

Identify and prevent suspicious activity

Multi-Channel Marketing

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

Contact Management

Manage, organize, and store contact information

Customizable Templates

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

AI Copilot

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

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

SMS Marketing

Send promotional campaigns or transactional messages via text messages

Referral Tracking

Log and store the source of contacts/leads

Customizable Branding

Add customized logos and colors to align with company branding

Customer Surveys

Tool to send questionnaires to customers to gauge feedback

Member Portal

Online gateway through which members can access/update personal information

Campaign Planning

Plan and strategize marketing campaigns

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Loyalty Program

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Email Marketing

Create and send email blasts/campaigns

Customer History

Access previous interactions or concerns to maintain customer relationships

Activity Dashboard

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

Performance Metrics

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

Multi-Campaign

Manage multiple campaigns in one system

Engagement Tracking

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

Customer Profiles

Record customer information, purchase history, and other notes

Social Promotion

Market event via social media tools

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Customer Database

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

API

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

Point of Sale (POS)

Accept and process customer payments for products or services using hardware and software

Generative AI

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

Multi-Channel Marketing

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

Customer Activity Tracking

A report showing what actions customers perform

Negative Feedback Management

Identify, track, and respond to negative feedback

Dashboard

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

Audience Analytics

Track and analyze various metrics such as demographics, psychographics, behavior and other insights

Multi-Account Management

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

API

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

Collaboration Tools

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

AI Copilot

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

Data Import/Export

Import and export data to and from software applications

Data Visualization

Graphical representation of data

Audience Engagement

Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)

Content Publishing Options

Facilitates online authoring and publishing of the content

Content Discovery

Automated identification of relevant content for future sharing and reposting

Generative AI

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

Performance Metrics

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

Natural Language Processing

Process and analyze human language in text or audio form

Optical Character Recognition

Ability to recognize printed or written text within digital images or scanned documents

Campaign Analytics

Track and interpret campaign performance metrics

Multi-Language

Manage and support multiple languages

Multi-Channel Data Collection

Collect information from multiple sources

Reporting/Analytics

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

Audience Targeting

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

Commenting/Notes

Leave comments and notes on documents for others to view

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Content Library

Centralized repository to store content and assets

Reporting & Statistics

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

Social Promotion

Market event via social media tools

Real-Time Analytics

Analyze and gain insights into data in real-time

Customer Engagement

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

Automated Publishing

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

Benchmarking

Compare key metrics for the business against prominent players in the industry

Boolean Search

Capability to use a search engine via operators like AND, NOT, and OR

Tagging

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

Visual Analytics

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Reputation Management

Monitor and manage customers' perceptions about a business, product, or service

Social Listening

Monitor social media sites for specific keywords

Social Advertising

Create and manage advertising campaigns on social media networks

Customizable Reports

Alter the layout and content of reports

Campaign Management

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

Content Management

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

Workflow Management

Create, design and manage workflows for repetitive tasks

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