Insider One Features
Integration (6)
Data Import & Export Tools
As reported in 498 Insider One reviews. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
As reported in 498 Insider One reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 459 reviewers of Insider One have provided feedback on this feature.
E-Commerce
Based on 61 Insider One reviews. Provide integration with e-commerce platforms and shoppping cart software
PIM
Integrate with Product Information Management (PIM) software 55 reviewers of Insider One have provided feedback on this feature.
Merchadising
As reported in 57 Insider One reviews. Support integration with e-merchadising and similar retail software
Platform (10)
Customization
Based on 528 Insider One reviews. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 278 Insider One reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 506 Insider One reviews.
Internationalization
Based on 443 Insider One reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 448 Insider One reviews.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 489 reviewers of Insider One have provided feedback on this feature.
Output Document Generation
Based on 429 Insider One reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Optimization
Optimizes marketing campaigns for mobile devices. This feature was mentioned in 675 Insider One reviews.
Integrations - Mobile Marketing
Based on 626 Insider One reviews and verified by the G2 Product R&D team. Integrates advertising/campaigns into mobile applications, games, and mobile browsers.
Internationalization
Based on 547 Insider One reviews. Facilitates global text message and mobile marketing campaigns.
Email Marketing (4)
Building and Personalizing Emails
Based on 511 Insider One reviews. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
As reported in 490 Insider One reviews. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Based on 493 Insider One reviews. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
As reported in 434 Insider One reviews. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (3)
Dynamic Content
Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. 530 reviewers of Insider One have provided feedback on this feature.
A/B Testing
Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. 545 reviewers of Insider One have provided feedback on this feature.
Mobile Optimized
Based on 534 Insider One reviews. Support mobile-optimized emails, online forms, and landing pages.
Lead Management (7)
Marketing Lead Database
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. This feature was mentioned in 504 Insider One reviews.
Data Quality Management
As reported in 502 Insider One reviews. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
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. 549 reviewers of Insider One have provided feedback on this feature.
Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. 481 reviewers of Insider One have provided feedback on this feature.
Online Behavior Tracking
Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. 446 reviewers of Insider One have provided feedback on this feature.
Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. 485 reviewers of Insider One have provided feedback on this feature.
CRM Lead Integration
Based on 469 Insider One reviews. Sync lead, contact, account, and opportunity information with your CRM system.
Social (2)
Social Sharing
As reported in 440 Insider One reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Based on 451 Insider One reviews. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Reporting & Analytics (5)
Basic Reporting
Based on 531 Insider One reviews. 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.
Web Analytics
Based on 526 Insider One reviews. 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.
ROI Analytics
As reported in 520 Insider One reviews. 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.
Revenue Analytics
As reported in 517 Insider One reviews. 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.
SEO / Keyword Analytics
As reported in 420 Insider One reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Analysis (4)
Application Attribution
Attributes app installs to the marketing campaigns and media sources that drove it. This feature was mentioned in 624 Insider One reviews.
Campaign Analysis
Based on 696 Insider One reviews. Measures impact and effectiveness of mobile marketing campaigns.
Uninstall Tracking
Based on 557 Insider One reviews and verified by the G2 Product R&D team. Measures user-level uninstall insights.
Custom Dashboards
Based on 602 Insider One reviews and verified by the G2 Product R&D team. Creates custom data views to suit every team member's needs.
Campaigns (6)
Proximity Marketing
Based on 580 Insider One reviews and verified by the G2 Product R&D team. Collects geo-location data on mobile users to customize relevant campaigns.
Push Notifications
Based on 699 Insider One reviews and verified by the G2 Product R&D team. Pushes notifications or text messages to mobile devices
Bulk SMS
As reported in 486 Insider One reviews. Provides templates for mass mobile messaging campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty 486 reviewers of Insider One have provided feedback on this feature.
Email Campaigns
Based on 573 Insider One reviews and verified by the G2 Product R&D team. Personalizes and optimizes email mobile marketing campaigns.
Audience Segmentation
Based on 659 Insider One reviews and verified by the G2 Product R&D team. Identifies the most granular audience segments based on actions, inactions, and user properties.
Engagement (1)
Coupons and Promotions
Sends out coupons and promotions to reward and entice mobile device users. This feature was mentioned in 627 Insider One reviews.
Visitor Behavior (3)
Monitoring
Monitor the behavior of website and online store visitors This feature was mentioned in 580 Insider One reviews.
Targeting
Ability to target website visitors based on behavioral patterns 599 reviewers of Insider One have provided feedback on this feature.
Guided Selling
Adapt the selling process to each visitor, including content and pricing 543 reviewers of Insider One have provided feedback on this feature.
Templates (3)
Library
Based on 559 Insider One reviews. Provide a library of templates for various purposes such as website engagement or e-commerce
Customization
Allows users to customize templates and use them on multiple channels easily 603 reviewers of Insider One have provided feedback on this feature.
Optimization
Track the performance of different versions of templates and suggest optimizations This feature was mentioned in 596 Insider One reviews.
Personalization (8)
Recommendation
Based on 588 Insider One reviews. Recommend products based on order history and online behavior
Content
Provide custom content to website visitors based on their online behavior 575 reviewers of Insider One have provided feedback on this feature.
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store This feature was mentioned in 585 Insider One reviews.
Search
Based on 519 Insider One reviews. Optimize search based on the role of the user or inventory availability
Personalization Engine
Based on 569 Insider One reviews. Machine learning or artificial intelligence that powers the personalization features of the platform.
Product Recommendations
As reported in 571 Insider One reviews. Tools to automatically recommend products to a customer based on their viewing or purchasing history.
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers. 596 reviewers of Insider One have provided feedback on this feature.
Personalized Messaging
Based on 584 Insider One reviews. Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
Web
Integrate personalized content and recommendations on websites This feature was mentioned in 588 Insider One reviews.
Email
Define customized email templates which are sent automatically 524 reviewers of Insider One have provided feedback on this feature.
Mobile
As reported in 586 Insider One reviews. Include personalization features that are mobile-friendly and responsive
Segmentation (2)
A/B Testing
Provides native A/B testing for content and campaigns. 601 reviewers of Insider One have provided feedback on this feature.
Customer Profiles
Allows users to build and analyze customer profiles. 581 reviewers of Insider One have provided feedback on this feature.
Targeting (2)
Behavioral Targeting
Presents messaging depending on customer behavior. This feature was mentioned in 594 Insider One reviews.
Contextual Targeting
Based on 564 Insider One reviews. Presents messaging depending on customer context.
Triggered Content (3)
Geofencing
Content triggered by customer's given geolocation. 502 reviewers of Insider One have provided feedback on this feature.
Triggered Emails
Emails triggered by customer activity or behavior. 499 reviewers of Insider One have provided feedback on this feature.
Triggered Messages
Based on 553 Insider One reviews. Messages triggered by customer activity or behavior.
Personalized Content (3)
Recommendation Engine
Provides recommendations based on customer metrics. This feature was mentioned in 539 Insider One reviews.
Personalized Discounts
As reported in 517 Insider One reviews. Calculates and presents customized discounts.
Website Personalization
Personalizes web experiences and presented content based on customer metrics. This feature was mentioned in 577 Insider One reviews.
Text Messaging (8)
Bulk SMS
Enables users to send mass text message campaigns This feature was mentioned in 84 Insider One reviews.
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty This feature was mentioned in 78 Insider One reviews.
Text Scheduler
As reported in 79 Insider One reviews. Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Based on 80 Insider One reviews. Provides automatic text message replies to recipients
Automatic URL Shortening
Based on 84 Insider One reviews. Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio 82 reviewers of Insider One have provided feedback on this feature.
Personalization
Offers features for personalizing text messages based on customer information or past behavior This feature was mentioned in 85 Insider One reviews.
Transactional SMS
As reported in 80 Insider One reviews. Allows users to establish automated workflows and triggers to deliver transactional text messages
Data Sourcing (4)
Data Enrichment
Based on 583 Insider One reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles.
Expandability
Based on 571 Insider One reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform. This feature was mentioned in 378 Insider One reviews.
Multiple Devices
Based on 600 Insider One reviews and verified by the G2 Product R&D team. Can engage with customers across any device with a consistent message.
Intelligence (3)
Marketing Metrics
Based on 606 Insider One reviews and verified by the G2 Product R&D team. Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Based on 576 Insider One reviews and verified by the G2 Product R&D team. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Based on 567 Insider One reviews and verified by the G2 Product R&D team. Uses artificial intelligence to provide suggestions based on desired outcomes.
Administration (4)
Marketing Campaigns
Based on 580 Insider One reviews. The ability to create and customize marketing campaigns based on user data.
Reports & Analytics
Easily digestible visual representations of data collected by the platform. This feature was mentioned in 599 Insider One reviews.
User Data
Based on 575 Insider One reviews. Data collected from customers to be analyzed by analytics tools or other e-commerce software.
Integrations
As reported in 577 Insider One reviews. The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Platform Basics (2)
Dynamic Segmentation
Based on 654 Insider One reviews and verified by the G2 Product R&D team. Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).
Journey Optimization
Based on 653 Insider One reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Based on 637 Insider One reviews and verified by the G2 Product R&D team. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Based on 615 Insider One reviews and verified by the G2 Product R&D team. Ability to measure product usage by feature, campaign performance by source, and other trending metrics.
Dashboards
Based on 650 Insider One reviews and verified by the G2 Product R&D team. 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. 617 reviewers of Insider One have provided feedback on this feature.
Platform Additional Functionality (3)
Journey Mapping
Based on 621 Insider One reviews and verified by the G2 Product R&D team. Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Based on 616 Insider One reviews and verified by the G2 Product R&D team. Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.
Automated Alerts
Based on 604 Insider One reviews. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Search Setup (4)
Indexing
Analyze and index e-commerce data and define searchable fields 57 reviewers of Insider One have provided feedback on this feature.
Auto Complete
Based on 58 Insider One reviews. Provide algorithms to provide users with suggested results as they type
Product Information
Define how product information (attributes, brand, type) can be searched and in what combination This feature was mentioned in 56 Insider One reviews.
Stemming
As reported in 54 Insider One reviews. Search for alternative variations of a word to deliver more accurate results
Product Discovery (5)
Recommendations
Provide recommendations based on what users are searching for This feature was mentioned in 61 Insider One reviews.
Conversion
Monitor conversions of shoppers into buyers due to search features This feature was mentioned in 59 Insider One reviews.
Personalization
As reported in 59 Insider One reviews. Allow companies to personalize the search experience for their shoppers
Faceted Search
Buyers can refine product searches using filters and product attributes. This feature was mentioned in 53 Insider One reviews.
Ranking and Relevancy
Rank search results based on relevance, availability, or popularity This feature was mentioned in 57 Insider One reviews.
SMS Platform (5)
Reporting
As reported in 83 Insider One reviews. Provides pre-built or customizable performance reports
Automation
Based on 84 Insider One reviews. Automates tasks and features for added convenience
White Label
Based on 78 Insider One reviews. Offers a white labeling service for agencies or resellers to customize platform branding
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns 84 reviewers of Insider One have provided feedback on this feature.
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API This feature was mentioned in 83 Insider One reviews.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
WhatsApp Messaging - WhatsApp Marketing (6)
Transactional Messages
Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications 50 reviewers of Insider One have provided feedback on this feature.
Bulk WhatsApp Messaging
As reported in 54 Insider One reviews. Enables users to send mass WhatsApp marketing campaigns
Conversational Messaging
Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty 50 reviewers of Insider One have provided feedback on this feature.
Personalization
Based on 51 Insider One reviews. Offers features for personalizing WhatsApp messages based on customer information or past behavior
Promotional Messages
Allow users to share promotions with subscribers via WhatsApp This feature was mentioned in 49 Insider One reviews.
Automated Replies
Provides automated WhatsApp message replies to recipients 49 reviewers of Insider One have provided feedback on this feature.
WhatsApp Business Platform - WhatsApp Marketing (4)
Segmentation
Deliver tailored promotions to specific audience segments 51 reviewers of Insider One have provided feedback on this feature.
API Integration
As reported in 49 Insider One reviews. Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API
WhatsApp Commerce
As reported in 48 Insider One reviews. Allow customers to browse, discover, research, purchase, and complete payment in real-time
Analytics
Provides analytics on opt-ins, open and delivery rates, and click-throughs 47 reviewers of Insider One have provided feedback on this feature.
Conversational AI - Conversational Commerce Platforms (4)
AI chatbots
Based on 16 Insider One reviews. Allow Gen AI powered chatbots to provide intelligent responses and tailored product recommendations.
Messaging and Notifications
As reported in 13 Insider One reviews. Trigger messages based on specific customer actions such as personalized messages, promotions or cart abandonment.
AI agents
Use Agentic AI to deliver superior customer engagement through human-like conversations. This feature was mentioned in 15 Insider One reviews.
Communication apps
Based on 14 Insider One reviews. Enable users to engage in communication apps such WhatsApp, Facebook Messenger, Instagram, WeChat etc.
Platform integration - Conversational Commerce Platforms (3)
Ecommerce stores
Allow integration with e-commerce stores to import products, manage inventory and get order notifications. This feature was mentioned in 15 Insider One reviews.
Sales channels
Add conversational commerce functionality across various sales channels and customer touchpoints. This feature was mentioned in 15 Insider One reviews.
Internal tools
As reported in 14 Insider One reviews. Integrate with CRM, POS or any marketing marketing tools for sending discounts, offers, recommendations and personalized campaigns.
Analytics and Reporting - Conversational Commerce Platforms (1)
Advance reporting
As reported in 13 Insider One reviews. Track KPIs like customer satisfaction, conversion rates, and overall sales driven by conversational channels.
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Based on 35 Insider One reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 34 Insider One reviews.
Adaptive Learning
Improves performance based on feedback and experience 33 reviewers of Insider One have provided feedback on this feature.
Proactive Assistance
Based on 32 Insider One reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Personalization Engines (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 13 Insider One reviews.
Cross-system Integration
Works across multiple software systems or databases 14 reviewers of Insider One have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience 15 reviewers of Insider One have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 14 Insider One reviews.
Proactive Assistance
As reported in 14 Insider One reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 15 Insider One reviews.
Agentic AI - Personalization (6)
Autonomous Task Execution
As reported in 32 Insider One reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
As reported in 31 Insider One reviews. Works across multiple software systems or databases
Adaptive Learning
As reported in 31 Insider One reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 30 reviewers of Insider One have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 31 reviewers of Insider One have provided feedback on this feature.
Decision Making
Based on 32 Insider One reviews. Makes informed choices based on available data and objectives
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Based on 20 Insider One reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Based on 20 Insider One reviews. Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 20 Insider One reviews. Works across multiple software systems or databases
Natural Language Interaction
Based on 20 Insider One reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 21 Insider One reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 21 Insider One reviews. Makes informed choices based on available data and objectives
Agentic AI - Bot Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Based on 19 Insider One reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 19 reviewers of Insider One have provided feedback on this feature.
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Based on 24 Insider One reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes 24 reviewers of Insider One have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 24 reviewers of Insider One have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 24 Insider One reviews.
Proactive Assistance
Based on 24 Insider One reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives 23 reviewers of Insider One have provided feedback on this feature.
Agentic AI - Mobile Marketing (6)
Autonomous Task Execution
Based on 31 Insider One reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
As reported in 30 Insider One reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 30 Insider One reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience 29 reviewers of Insider One have provided feedback on this feature.
Proactive Assistance
Based on 29 Insider One reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 30 Insider One reviews.





