Insider One Features

Ability to input, modify and extract data from the application in bulk through a structured file. 500 reviewers of Insider One have provided feedback on this feature.

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. 499 reviewers of Insider One have provided feedback on this feature.

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. This feature was mentioned in 461 Insider One reviews.

Provide integration with e-commerce platforms and shoppping cart software This feature was mentioned in 61 Insider One reviews.

As reported in 55 Insider One reviews. Integrate with Product Information Management (PIM) software

Support integration with e-merchadising and similar retail software 57 reviewers of Insider One have provided feedback on this feature.

Based on 529 Insider One reviews. System provides sufficient customization to meet business requirements

As reported in 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.

Based on 508 Insider One reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 445 Insider One reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 450 Insider One reviews.

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. 491 reviewers of Insider One have provided feedback on this feature.

Based on 431 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.

Optimizes marketing campaigns for mobile devices. 674 reviewers of Insider One have provided feedback on this feature.

Based on 624 Insider One reviews and verified by the G2 Product R&D team. Integrates advertising/campaigns into mobile applications, games, and mobile browsers.

Facilitates global text message and mobile marketing campaigns. 546 reviewers of Insider One have provided feedback on this feature.

Create and design emails with an editor; manage templates; personalize dynamically 511 reviewers of Insider One have provided feedback on this feature.

Based on 490 Insider One reviews. Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. This feature was mentioned in 493 Insider One reviews.

Set up automated nurturing emails based on events, online activities, and lead scores 434 reviewers of Insider One have provided feedback on this feature.

Based on 530 Insider One reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Based on 545 Insider One reviews. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages. 534 reviewers of Insider One have provided feedback on this feature.

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. 504 reviewers of Insider One have provided feedback on this feature.

Data quality consists of deduplication, cleansing, and appending your marketing database. This feature was mentioned in 502 Insider One reviews.

As reported in 549 Insider One reviews. 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.

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.

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.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. This feature was mentioned in 485 Insider One reviews.

Sync lead, contact, account, and opportunity information with your CRM system. 469 reviewers of Insider One have provided feedback on this feature.

Based on 440 Insider One reviews. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

As reported in 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.

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. 531 reviewers of Insider One have provided feedback on this feature.

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. 526 reviewers of Insider One have provided feedback on this feature.

Based on 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.

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. This feature was mentioned in 517 Insider One reviews.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. This feature was mentioned in 420 Insider One reviews.

Attributes app installs to the marketing campaigns and media sources that drove it. 623 reviewers of Insider One have provided feedback on this feature.

As reported in 694 Insider One reviews. Measures impact and effectiveness of mobile marketing campaigns.

Based on 556 Insider One reviews and verified by the G2 Product R&D team. Measures user-level uninstall insights.

Based on 601 Insider One reviews and verified by the G2 Product R&D team. Creates custom data views to suit every team member's needs.

Based on 579 Insider One reviews and verified by the G2 Product R&D team. Collects geo-location data on mobile users to customize relevant campaigns.

Based on 698 Insider One reviews and verified by the G2 Product R&D team. Pushes notifications or text messages to mobile devices

As reported in 485 Insider One reviews. Provides templates for mass mobile messaging campaigns

Based on 485 Insider One reviews. Facilitates two-way text messaging to encourage consumer engagement and loyalty

Based on 571 Insider One reviews and verified by the G2 Product R&D team. Personalizes and optimizes email mobile marketing campaigns.

Based on 658 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.

Sends out coupons and promotions to reward and entice mobile device users. 626 reviewers of Insider One have provided feedback on this feature.

Monitor the behavior of website and online store visitors This feature was mentioned in 582 Insider One reviews.

Based on 600 Insider One reviews. Ability to target website visitors based on behavioral patterns

Based on 545 Insider One reviews. Adapt the selling process to each visitor, including content and pricing

As reported in 561 Insider One reviews. Provide a library of templates for various purposes such as website engagement or e-commerce

Allows users to customize templates and use them on multiple channels easily 605 reviewers of Insider One have provided feedback on this feature.

Track the performance of different versions of templates and suggest optimizations 598 reviewers of Insider One have provided feedback on this feature.

Based on 590 Insider One reviews. Recommend products based on order history and online behavior

As reported in 577 Insider One reviews. Provide custom content to website visitors based on their online behavior

As reported in 587 Insider One reviews. Deliver messages targeted at buyers who are about to leave an online store

Based on 521 Insider One reviews. Optimize search based on the role of the user or inventory availability

Machine learning or artificial intelligence that powers the personalization features of the platform. 571 reviewers of Insider One have provided feedback on this feature.

Tools to automatically recommend products to a customer based on their viewing or purchasing history. 573 reviewers of Insider One have provided feedback on this feature.

The ability to test various configurations and recommendations to determine which are most successful with customers. 598 reviewers of Insider One have provided feedback on this feature.

Based on 586 Insider One reviews. Tools to create personalized messaging based on customer data collected from purchases or viewing history.

As reported in 590 Insider One reviews. Integrate personalized content and recommendations on websites

Define customized email templates which are sent automatically This feature was mentioned in 526 Insider One reviews.

As reported in 588 Insider One reviews. Include personalization features that are mobile-friendly and responsive

As reported in 602 Insider One reviews. Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles. This feature was mentioned in 582 Insider One reviews.

Presents messaging depending on customer behavior. This feature was mentioned in 595 Insider One reviews.

As reported in 565 Insider One reviews. Presents messaging depending on customer context.

Content triggered by customer's given geolocation. 503 reviewers of Insider One have provided feedback on this feature.

As reported in 500 Insider One reviews. Emails triggered by customer activity or behavior.

Messages triggered by customer activity or behavior. 554 reviewers of Insider One have provided feedback on this feature.

Provides recommendations based on customer metrics. 540 reviewers of Insider One have provided feedback on this feature.

Calculates and presents customized discounts. This feature was mentioned in 518 Insider One reviews.

Personalizes web experiences and presented content based on customer metrics. 578 reviewers of Insider One have provided feedback on this feature.

Enables users to send mass text message campaigns 84 reviewers of Insider One have provided feedback on this feature.

Facilitates two-way text messaging to encourage consumer engagement and loyalty This feature was mentioned in 78 Insider One reviews.

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time 79 reviewers of Insider One have provided feedback on this feature.

As reported in 80 Insider One reviews. Provides automatic text message replies to recipients

Provides automatic URL shortening to use less characters via text This feature was mentioned in 84 Insider One reviews.

Based on 82 Insider One reviews. Sends out multimedia via text messages, such as coupons, pictures, and audio

Offers features for personalizing text messages based on customer information or past behavior 85 reviewers of Insider One have provided feedback on this feature.

Based on 80 Insider One reviews. Allows users to establish automated workflows and triggers to deliver transactional text messages

Based on 584 Insider One reviews and verified by the G2 Product R&D team. Uses external data sources to improve customer profiles.

Based on 572 Insider One reviews and verified by the G2 Product R&D team. Can be updated to accept new sources and types of data.

Can act as a content marketing platform. This feature was mentioned in 379 Insider One reviews.

Based on 601 Insider One reviews and verified by the G2 Product R&D team. Can engage with customers across any device with a consistent message.

Based on 607 Insider One reviews and verified by the G2 Product R&D team. Provides analysis of marketing program ROI and efficiency.

Based on 577 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.

Based on 568 Insider One reviews and verified by the G2 Product R&D team. Uses artificial intelligence to provide suggestions based on desired outcomes.

Based on 582 Insider One reviews. The ability to create and customize marketing campaigns based on user data.

Based on 601 Insider One reviews. Easily digestible visual representations of data collected by the platform.

As reported in 577 Insider One reviews. Data collected from customers to be analyzed by analytics tools or other e-commerce software.

The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality. 579 reviewers of Insider One have provided feedback on this feature.

Based on 656 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.).

Based on 655 Insider One reviews and verified by the G2 Product R&D team. Automates the testing and optimization of customer-facing messaging and campaigns.

Based on 639 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).

Based on 617 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.

Based on 652 Insider One reviews and verified by the G2 Product R&D team. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Based on 619 Insider One reviews. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Based on 623 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.

Based on 618 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.

As reported in 606 Insider One reviews. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

As reported in 57 Insider One reviews. Analyze and index e-commerce data and define searchable fields

Provide algorithms to provide users with suggested results as they type 58 reviewers of Insider One have provided feedback on this feature.

Define how product information (attributes, brand, type) can be searched and in what combination 56 reviewers of Insider One have provided feedback on this feature.

Search for alternative variations of a word to deliver more accurate results 54 reviewers of Insider One have provided feedback on this feature.

Provide recommendations based on what users are searching for This feature was mentioned in 61 Insider One reviews.

Monitor conversions of shoppers into buyers due to search features This feature was mentioned in 59 Insider One reviews.

As reported in 59 Insider One reviews. Allow companies to personalize the search experience for their shoppers

Based on 53 Insider One reviews. Buyers can refine product searches using filters and product attributes.

Rank search results based on relevance, availability, or popularity 57 reviewers of Insider One have provided feedback on this feature.

Provides pre-built or customizable performance reports This feature was mentioned in 83 Insider One reviews.

Automates tasks and features for added convenience 84 reviewers of Insider One have provided feedback on this feature.

Based on 78 Insider One reviews. Offers a white labeling service for agencies or resellers to customize platform branding

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns This feature was mentioned in 84 Insider One reviews.

Based on 83 Insider One reviews. Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications This feature was mentioned in 49 Insider One reviews.

Enables users to send mass WhatsApp marketing campaigns 53 reviewers of Insider One have provided feedback on this feature.

Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty 49 reviewers of Insider One have provided feedback on this feature.

Based on 50 Insider One reviews. Offers features for personalizing WhatsApp messages based on customer information or past behavior

As reported in 48 Insider One reviews. Allow users to share promotions with subscribers via WhatsApp

Provides automated WhatsApp message replies to recipients 48 reviewers of Insider One have provided feedback on this feature.

Deliver tailored promotions to specific audience segments 50 reviewers of Insider One have provided feedback on this feature.

Based on 48 Insider One reviews. Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API

Based on 47 Insider One reviews. Allow customers to browse, discover, research, purchase, and complete payment in real-time

Provides analytics on opt-ins, open and delivery rates, and click-throughs 46 reviewers of Insider One have provided feedback on this feature.

Allow Gen AI powered chatbots to provide intelligent responses and tailored product recommendations. This feature was mentioned in 16 Insider One reviews.

As reported in 13 Insider One reviews. Trigger messages based on specific customer actions such as personalized messages, promotions or cart abandonment.

Use Agentic AI to deliver superior customer engagement through human-like conversations. This feature was mentioned in 15 Insider One reviews.

Enable users to engage in communication apps such WhatsApp, Facebook Messenger, Instagram, WeChat etc. 14 reviewers of Insider One have provided feedback on this feature.

As reported in 15 Insider One reviews. Allow integration with e-commerce stores to import products, manage inventory and get order notifications.

As reported in 15 Insider One reviews. Add conversational commerce functionality across various sales channels and customer touchpoints.

Integrate with CRM, POS or any marketing marketing tools for sending discounts, offers, recommendations and personalized campaigns. This feature was mentioned in 14 Insider One reviews.

As reported in 13 Insider One reviews. Track KPIs like customer satisfaction, conversion rates, and overall sales driven by conversational channels.

Capability to perform complex tasks without constant human input 36 reviewers of Insider One have provided feedback on this feature.

Works across multiple software systems or databases This feature was mentioned in 35 Insider One reviews.

As reported in 34 Insider One reviews. Improves performance based on feedback and experience

As reported in 33 Insider One reviews. Anticipates needs and offers suggestions without prompting

As reported in 14 Insider One reviews. Capability to perform complex tasks without constant human input

Based on 15 Insider One reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 16 Insider One reviews.

Engages in human-like conversation for task delegation 15 reviewers of Insider One have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 15 reviewers of Insider One have provided feedback on this feature.

Based on 16 Insider One reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 32 reviewers of Insider One have provided feedback on this feature.

As reported in 31 Insider One reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 31 Insider One reviews.

Engages in human-like conversation for task delegation This feature was mentioned in 30 Insider One reviews.

As reported in 31 Insider One reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 32 reviewers of Insider One have provided feedback on this feature.

Based on 19 Insider One reviews. Capability to perform complex tasks without constant human input

As reported in 19 Insider One reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 19 reviewers of Insider One have provided feedback on this feature.

Engages in human-like conversation for task delegation This feature was mentioned in 19 Insider One reviews.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 20 Insider One reviews.

Based on 20 Insider One reviews. Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation 20 reviewers of Insider One have provided feedback on this feature.

Based on 20 Insider One reviews. Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input This feature was mentioned in 23 Insider One reviews.

Ability to break down and plan multi-step processes This feature was mentioned in 23 Insider One reviews.

Works across multiple software systems or databases 23 reviewers of Insider One have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 23 Insider One reviews.

Based on 23 Insider One reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 22 Insider One reviews.

Based on 30 Insider One reviews. Capability to perform complex tasks without constant human input

As reported in 29 Insider One reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 28 Insider One reviews.

Based on 28 Insider One reviews. Improves performance based on feedback and experience

As reported in 28 Insider One reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 29 Insider One reviews.