Integrate Features
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Lead Intelligence (2)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. This feature was mentioned in 14 Integrate reviews.
Account-level Insights
As reported in 18 Integrate reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Management (1)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. This feature was mentioned in 16 Integrate reviews.
Marketing Campaigns (3)
Omni-Channel Tracking
As reported in 12 Integrate reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. 14 reviewers of Integrate have provided feedback on this feature.
Customization
Allows for custom report types to match the goals of a company. This feature was mentioned in 16 Integrate reviews.
Campaign Execution (3)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert. This feature was mentioned in 15 Integrate reviews.
Trending Accounts
As reported in 12 Integrate reviews. Helps determine the direction of each individual account and how to engage through specific content.
Administration (4)
Data Modelling
Tools to (re)structure data in a manner that allows extracting insights quickly and accurately
Recommendations
Analyzes data to find and recommend the highest value customer segmentations.
Workflow Management
Tools to create and adjust workflows to ensure consistency.
Dashboards and Visualizations
Presents information and analytics in a digestible, intuitive, and visually appealing way.
Compliance (4)
Sensitive Data Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
Training and Guidelines
Provides guidelines or training related to sensitive data compliance requirements,
Policy Enforcement
Allows administrators to set policies for security and data governance
Compliance Monitoring
Monitors data quality and send alerts based on violations or misuse
Data Quality (3)
Data Preparation
Curates collected data for big data analytics solutions to analyze, manipulate, and model
Data Distribution
Facilitates the disseminating of collected big data throughout parallel computing clusters
Data Unification
Compile data from across all systems so that users can view relevant information easily.
Platform Basics (5)
Centralization
Brings together ABM audience creation, management, activation, and measurement all in one centralized platform. This feature was mentioned in 16 Integrate reviews.
Account Identification and Segmentation
Based on 15 Integrate reviews. Builds, defines, and segments targeted account audiences.
Lead-to-Account Matching
Matches leads to accounts for account-based marketing efforts. 16 reviewers of Integrate have provided feedback on this feature.
Multichannel Engagement
Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.
Personalized Content and Messaging
Customizes tailored content and offerings that address specific interests or pain points for target accounts.
Platform Data (2)
Measurement
Based on 14 Integrate reviews. Measure the influence and performance of ABM programs for each targeted audience.
Revenue Analytics
Provides a complete view of how all ABM programs drive revenue. This feature was mentioned in 13 Integrate reviews.
Platform Additional Functionality (1)
Integrations
Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc. 18 reviewers of Integrate have provided feedback on this feature.
Management (5)
Business Glossary
Lets users build a glossary of business terms, vocabulary and definitions across multiple tools.
Data Discovery
Provides a built-in integrated data catalog that allows users to easily locate data across multiple sources.
Data Profililng
Monitors and cleanses data with the help of business rules and analytical algorithms.
Reporting and Visualization
Visualize data flows and lineage that demonstrates compliance with reports and dashboards through a single console.
Data Lineage
Provides an automated data lineage functionality which provides visibility over the entire data movement journey from data origination to destination.
Security (3)
Access Control
Authenticates and authorizes individuals to access the data they are allowed to see and use.
Roles Management
Helps identify and manage the roles of owners and stewards of data.
Compliance Management
Helps adhere to data privacy regulations and norms.
Maintainence (2)
Data Quality Management
Defines, validates, and monitors business rules to safeguard master data readiness.
Policy Management
Allows users to create and review data policies to make them consistent across the organization.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Data Governance (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Management (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 - Account Data Management (5)
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
Agentic AI - Account-Based Orchestration Platforms (5)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Cross-Channel Advertising (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
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
Artificial Intelligence (2)
AI-Powered Data Analysis
Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.
AI Personalization
Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.




