Kartra Features

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

System provides sufficient customization to meet business requirements

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Aligns lead scores with predefined lead distribution criteria

Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline

Integrates with lead capture and lead intelligence tools to discover leads

Creates and assigns scoring system to rank the viability of leads

Integrates with CRM or marketing automation tools to contextualize lead data

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

Aligns lead scores and strategy with existing sales operations

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

Allows users to customize chat colors, text, logos, and branding.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Provides ready-made templates for simplified website creation.

Allows users to drag and drop items and content to customize their site's look.

Permits HTML-savvy administrators to input code to uniquely customize their website.

Offers customers the option to purchase a unique domain name.

Provides insight into words that would increase search engine optimization.

Gives users insight into unique pageviews, subscribers, location of viewers, etc.

Provides tools that aid in user marketing efforts.

Allows users to turn their website into an online store by offering e-commerce capabilities.

Provides an email for users to field communication within their website builder too.

Manages content such as blogs, marketing tools, newsletters, etc.

Allows administrators to create role or password-based permissions to ensure users see only what they should see.

Website Builder

Allow users to edit text and themes on email templates

Provide mobile responsive email templates

Offer pre-made email templates

Allow users to create their own email templates

Use drag-and-drop HTML editing to create email templates

Provide analytics reporting so that users can see how their campaigns perform

Allow for users to identify potential issues that would stop their emails from sending

Integrate with email software or email marketing and marketing automation platforms

Ability to share email templates via a link to collect feedback on the created emails easily

Provides pre-designed themes and templates for pop-up messages

Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.

Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface

Pop-ups are optimized to display correctly on mobile devices

Ability to target specific visitors based on referrer, geo-location, cookies, or previous history

Ability to trigger time-based or behavior-based pop-up campaigns

Tools for creating split A/B tests

Measure and visualize campaign performance and conversion rates

Integrates with popular CRMs and email marketing software

Integrates with web content management systems

Integrates with e-commerce platforms

Integrates with social networks

Integrates with e-commerce platforms.

Integrates with email marketing providers to share captured lead data.

Allows companies to connect landing pages to their existing domain.

Allows users to drag and drop items and content to customize their site's look.

Provides ready-made templates for simplified landing page creation.

Allows users to edit a page's HTML or CSS code, or add custom code.

Allows users to upload and manage content such as photos, videos, and audio.

Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.

Creates mobile responsive pages for optimized viewing on mobile devices.

Gives users insight into unique pageviews, conversions, visitor location and device type, etc.

Optimizes content to increase search engine result rankings.

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Provides reporting and analytics tools to quantify the results of the experiment.

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Customer Support

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Allows for the testing of multiple variables at a time during a single test.

Allows multiple experiments to be deployed simultaneously.

Allows mobile web pages to be tested during A/B experiments.

What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.

Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.

Requires little to no knowledge of coding. Usually this means it comes with prewritten code.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases