LocaliQ Features
Platform (59)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
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.
Internationalization
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.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
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.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Mobile Access
Access software remotely via mobile devices
Lead Generation
Manage the process of attracting and converting business prospects into leads
Lead Generation
Manage the process of attracting and converting business prospects into 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
List Management
Manage contacts across multiple mailing lists
Mobile Access
Access software remotely via mobile devices
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API / Integrations
Application Programming Interface - Specification for how the application communicates with other software such as other ad servers, DSPs, DMPs, etc.
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Custom Reports
Able to create custom reports to cater to specific metrics and key performance indicators.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
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Enterprise Scalability
Provides features to allow scaling for large organizations.
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Customization
Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
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Workflow Capability
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.
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Internationalization
Enables users to create and manage campaigns with the same content in multiple languages and currencies. Marketer can place ads on websites from around the world.
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Notifications
Alerts marketer of the performance of particular campaigns.
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Display Ad Management
Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Ad Inventory Management
Manage advertised inventory that is featured and tracked across marketing campaigns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Management
Store, manage, and track all electronic documents in a centralized location
File Management
Create, save, and store files
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Display Ad Management
Create, distribute, and/or monitor campaigns that include banners, overlays, rich media, and other display ads.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Task Management
Create, manage and track all task activities and progression
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Client Management
Manage contact details and communication with clients
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
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APIs
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.
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Notifications
Able to set custom alerts to notify you of changes to key performance indicators.
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Customization
Able to customize metrics and other platform features based on personalized needs.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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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.
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Enterprise Scalability
Provides features to allow scaling for large organizations.
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Workflow Capability
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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Advertising Management
Manage advertising space and its sales within your network or publication
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Data Synchronization
Syncs lead data within the sales database for consistency and accuracy
Analysis
Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Demographic/Firmographic Data
Characteristics for segmenting companies or customers
Real-Time Data
Receive data and information in real time
Sales Force Automation (10)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Contract/License Management
Track, store, and access client contracts or licenses
Marketing Automation (7)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities
Email Management
Manage, store and organize emails within the system or via third-party apps
File Management
Create, save, and store files
Deal Management
Defines specific deal parameters to negotiate and secure deals
Customer Support (20)
Case Management
Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Workflow Management
Create, design and manage workflows for repetitive tasks
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Pipeline Management
Pipeline view and tracking lead status
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Predictive Analytics
Predict future data based on historical data sets
Document Management
Store, manage, and track all electronic documents in a centralized location
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Field Sales Management
Manage or track sales completed by field teams/employees
Integration (17)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
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.
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Internal Chat Integration
Incorporation of a chat or messaging system within an organization's internal communication infrastructure
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Real-Time Data
Receive data and information in real time
Data Import & Export Tools
Tools for importing/exporting data to/from the platform to support campaign setup and reporting.
Integration APIs
Supports extensibility through APIs to build and manage integrations with third-party tools.
Breadth of Partner Applications
"Offers a wide range of plug-and-play integrations with third-party applications. "
CRM Integration
Integrates with CRM software, which can help provide context to your mailing lists.
Social Media Integration
Integrates with Social Media platforms, which can help expand your reach.
E-Commerce Integration
Integrates with e-commerce platforms, which can link directly to your online store.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile & Social (7)
Social Collaboration Features
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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.
Customer Support
Provide online support for your customers through live chat or help desk functionality
Multi-Channel Social Integration
Integrate with more than one social media network
Reporting & Analytics (14)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
A/B Testing
Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.
Basic Reporting
Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.
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Basic Reporting
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.
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Web Analytics
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.
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SEO / Keyword Analytics
Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Behavior Analytics
Track and analyze user behavior within a system or network
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Sales Analytics
Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)
Email Marketing (13)
Email and Mobile Preview
Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.
Manage Email Lists
List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.
High-Volume Sending
Ability to send thousands of unique, personalized emails per second.
Building and Personalizing Emails
Tools for designing, editing, and personalizing email content for recipients.
Sending Outbound Emails
Supports the ability to send outbound email campaigns to external recipients.
Manage Email Deliverability
Maximizes inbox placement by managing spam compliance and sender reputation.
Automated Email Responses
Automatically respond to user actions or triggers with predefined email messages.
Multi-user Account
Enables multiple users to login to the same account to maintain a single account for your entire marketing team.
Surveys
Ability to send secure and personalized survey invites to your contact list.
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Building and Personalizing Emails
Create and design emails with an editor; manage templates; personalize dynamically
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Sending Outbound Emails
Create targeted lists, schedule and manage bulk email sending.
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Manage Email Deliverability
Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
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Automated Email Responses
Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (6)
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Landing Pages and Forms
Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
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Mobile Optimized
Support mobile-optimized emails, online forms, and landing pages.
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Search Tracking and Optimization
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.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Customizable Forms
Customize contracts and forms to collect specific information
Lead Management (20)
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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.
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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.
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Lead Scoring and Grading
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.
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Lead Nurturing
Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
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Email Tracking
Track delivered, received, and opened emails
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Automated Alerts and Tasks
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
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CRM Lead Integration
Sync lead, contact, account, and opportunity information with your CRM system.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Data
Receive data and information in real time
Social Marketing
Manage campaigns and track engagement for marketing efforts across social media channels
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
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
Campaign Segmentation
Search Marketing
Track visibility and traffic from search engines
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Website Visitor Tracking
Monitor activity of individuals who visit your website using cookies
Campaign Management (18)
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
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Campaign Dashboard
Overview of all media purchases and campaigns in a single interface.
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Campaign Optimization
Enables marketer to set metrics by which their campaigns are automatically optimized.
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Reach
Amount and quality of inventory partner sites on which ads can be placed.
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Bulk Editing
Enables marketers to edit campaigns in bulk as opposed to one piece at a time.
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Batch Uploading
Allows marketer to upload campaign inventory in a single batch instead of one piece at a time.
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Brand Safety
Ensures marketer's ads are placed on respectable websites that won't damage brand image or reputation.
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Fraud Protection
Ensures marketer's ad reach and performance is not inflated by bots or spam websites.
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Frequency Capping
Allows marketer to set a limit on how many times a consumer sees their ad.
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Budget Pacing
Allows marketer to set a daily or weekly campaign budget that the ad sever uses to make appropriate bids.
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Creative Optimization
Tools offered for creating and optimizing creative components of campaigns.
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Rich Media Capabilties
Supports rich media display and video ads that involve user interaction.
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In-App Ads
Allows for ads to be placed in mobile apps.
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Mobile Rich Media Capabilities
Supports rich media mobile ads that involve user interaction.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Retargeting Ads
Ads that target individuals who have previously interacted with a brand or visited a specific website
Social (6)
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Social Sharing
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
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Social Campaigns
Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
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Social Media Engagement
Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
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Social Media Advertising
Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
Channel Functionality (1)
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Display Functionality
Overall product functionality for display advertising.
Video Functionality (1)
Video Functionality
Overall product functionality for video advertising.
Social Functionality (1)
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Social Functionality
Product functionality for social advertising.
Targeting (5)
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Targeting
Able to target desired audiences based on demographics and behavior variables.
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Retargeting
Able to retarget previous impressions to your site across the web to increase conversion rates.
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Geo-Targeting
Able to tailor ads based on consumer general region, state or designated market area (DMA).
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Contextual Targeting
Able to match the marketer's ad with specific content on a site or page.
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Campaign Management & Optimization (17)
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Paid Keyword Optimization
Helps find the right keywords to drive relevant traffic to your website.
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Bid Rules
Able to set rules to minimize pay per click cost or maximize conversions from your keywords.
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Ad Creation and Editing
Can manage and bulk upload changes to multiple platforms.
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Ad and Landing Page Scheduling
Automate copy changes by scheduling changes in advance.
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Scenario Planning
Predict clicks, costs, conversions, and ROI based on spend scenarios to allow you to estimate results prior to running a campaign.
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Portfolio Bid Optimization
Offers portfolio bid management to automate bid changes based on marginal ROI so you know your next dollar in spend will get you the most return.
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Advanced Targeting Options
Target customers by options beyond keywords such as location, time of day or week, or by devices.
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Offline Capabilities
Able to quickly make bulk changes through a desktop editor.
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Extensions
Able to manage ad extensions such as click-to-call, sitelinks, locations, and mobile app downloads.
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Product Listing Ads
Supports product listing ads, allowing users to edit ads and track PLA performance.
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Budget Execution & Monitoring
Set a budget plan and automate it’s execution with monitoring capabilities.
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Web Traffic Monitoring
Monitor the IP addresses of the incoming traffic
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Campaign Planning
Plan and strategize marketing campaigns
Analytics & Administration (9)
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Ad and Conversion Tracking
Tracks effectiveness of ads and which ads or campaigns are receiving clicks and conversions.
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Attribution
Able to track click path of users that come to your site via paid search and if they convert to customers.
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Reports
Reports created by the user to cater to specific metrics and key performance indicators.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Keyword Tracking
Track and monitor a specific set of keywords
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Attribution (3)
Lead Opportunity
Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Matches and assigns leads to the correct sales representative
Pipeline Acceleration
Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (11)
Lead Management
Integrates with lead capture and lead intelligence tools to discover leads
Scoring/Ranking
Creates and assigns scoring system to rank the viability of leads
Lead Context
Integrates with CRM or marketing automation tools to contextualize lead data
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Task Management
Create, manage and track all task activities and progression
Contact Management
Manage, organize, and store contact information
Calendar Management
Track and manage schedules and meetings via an integrated calendar
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
Management (2)
Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Workflow
Aligns lead scores and strategy with existing sales operations
Communication (7)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Marketing Operations (25)
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ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
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Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
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Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
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Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
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Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
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White Label
Offers a white labeling service for agencies or resellers to customize platform branding
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
Campaign Activity (12)
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Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
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Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
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Multichannel Tracking
Collects marketing campaign performance data across multiple channels
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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
Text Messaging (13)
Bulk SMS
Enables users to send mass text message campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Provides automatic text message replies to recipients
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
Link Shortening
Shorten long links into custom or branded links
SMS Messaging
Send messages via SMS
Scheduled Messaging
Send individual or bulk text messages at predetermined times
Chat/Messaging
Communicate using direct chat or messages within the system
2-Way Messaging
Send and receive text messages to communicate with clients or prospects in real-time
Listing Management (4)
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Network Directory
Ability to submit location data to a wide variety of digital services
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Data Aggregators
Ability to submit location data to major aggregators
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Duplicate Monitoring
Consistently monitors search engines and directories and removes duplicate listings
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Optimization
Offers the ability to enhance listings with menus, photos, videos, or other rich data
Performance (2)
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Real-Time Updates
Changes to location data are synced across listings immediately and in real time
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Analytics
Provides data or insights into listing performance and engagement
SEO Auditing & Monitoring (5)
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SEO Alerting
Delivers instantaneous notifications to alert users to significant issues or changes that could compromise a website's SEO health.
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SEO Auditing
Evaluates a website's overall SEO health and recommends actions to correct potential issues or improve content.
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SEO Change Tracking
Maintains a full record of changes to website content or infrastructure, and provides access to historical snapshots or backups.
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Technical SEO
Provides an SEO web crawler that consistently monitors and identifies technical issues within a website.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
SEO Content & Rankings (13)
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Link Building
Provides tools for backlink analysis and identifies relevant link building opportunities.
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Keyword Research
Suggests related keywords for a given search term and provides metrics such as keyword volume, difficulty, and competition.
-
SERP Rank Tracking
Tracks organic rank for targeted keywords and reports on current and historical metrics for average position, visibility, share of voice, traffic, etc.
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Localization
Provides keyword ranking data based on geographic location and device type.
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Content Insights
Offers tools to optimize SEO content such as long-tail keywords, audience insights, content intelligence, or an AI writing assistant.
Customer Activity Tracking
A report showing what actions customers perform
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Referral Tracking
Log and store the source of contacts/leads
Visitor Tracking
Track visitors and purpose of visits
Mobile Keywords
Unique word that contains letters or numbers that identifies specific campaigns
Keyword Research Tools
Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns
Keyword Tracking
Track and monitor a specific set of keywords
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
SEO Reporting (7)
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Competitor Analysis
Provides competitor data on key metrics such as backlinks, SERP rankings, organic search traffic, domain strength. etc.
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Data Visualization
Displays rankings and key metrics visually, such as through charts or graphs
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Custom Reports
Enables users to build customized SEO reports
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White Label
Enables users to add their own branding to SEO reports
Real-Time Data
Receive data and information in real time
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Platform Interoperability (3)
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Close Ecosystem API
Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.
Close Ecosystem API
Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.
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Close Ecosystem API
Has an official API marketing partner status with at least three closed ecosystems (i.e. Amazon, Facebook, Google, etc.) to provide access to advertising inventory that is not available through open publisher networks and exchanges.
SMS Platform (7)
Reporting
Provides pre-built or customizable performance reports
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Text-to-Landline
Text enables landline phones so users can receive text messages sent to an existing business number
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
QR Codes
Matrix barcode that stores information
Lead Monitoring (4)
Features
Provides features to create and manage lists of potential customers
Performance
Monitors form’s performance and contribution to the sales pipeline
Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Lead Capture
Automatically identify and save contact information of potential customers
Data Capture (4)
Mobile
Records leads using different types of devices
Websites
Captures form submissions from existing forms on websites or landing pages
Social Media
Captures leads across social media channels
Data
Captures measurable, real customer data gathered directly from a website
Analytics (2)
Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (7)
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Personalization
Changes colors, calls to action, or form length to personalize lead capture
Templates
Provides pre-configured templates that can be customized by users
Integration
Integrates with sales and marketing software solutions to transfer lead data between them
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Generative AI (13)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Proposal Generation
Create proposals based on costs of labor and materials
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-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
-
AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Marketing Analytics (5)
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
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.
Agentic AI - Lead Mining (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Lead Scoring (7)
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
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
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
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - SMS Marketing (9)
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
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Campaign Planning
Plan and strategize marketing campaigns
Multi-Language
Manage and support multiple languages
Agentic AI - SEO Tools (11)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Google Analytics Integration
Integration with Google Analytics to track and report website traffic
Agentic AI - CRM (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
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
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Marketing Automation (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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Email Marketing (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Display Advertising (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
Decision Making
Makes informed choices based on available data and objectives
Task Planning
Project Planning
Organize and schedule projects
Agentic AI - Social Media 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
Agentic AI - Video 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
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
AI Automation - SMS Marketing (1)
AI SMS
Uses AI to automate audience targeting, SMS message personalization, and performance optimization.
AI Content Generation - SMS Marketing (1)
AI SMS
Use AI to generate personalizaed SMS copy for SMS campaigns
Additional Functionality (465)
Social Promotion
Market event via social media tools
Customizable Branding
Add customized logos and colors to align with company branding
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Live Chat
Ability to chat online in real time
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mass Texting
Send messages to multiple subscribers at the same time
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Email Templates
Pre-made examples and templates for emails
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Customizable CTAs
Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Data Import/Export
Import and export data to and from software applications
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Lead Capture
Automatically identify and save contact information of potential customers
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Email Tracking
Track delivered, received, and opened emails
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Segmentation
Group leads or contacts based on their specific characteristics
Customizable Fields
Customize data fields to support various needs and use cases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Document Storage
Store and organize documents in a centralized system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Referral Tracking
Log and store the source of contacts/leads
Quotes/Estimates
Generate quotes or estimates for customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Email Templates
Pre-made examples and templates for emails
Sales Reports
Reports specific to sales analysis for trends and strategies
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Data Security
Protect sensitive data for digital privacy
Customizable Reports
Alter the layout and content of reports
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
For Startups
Primarily serving startup companies
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
For iPad Devices
Operate/access software on iPad Devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Mac Devices
Operate/access software on Mac Devices
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Gamification
Games or game-like elements to track progress and reward accomplishments
Prioritization
Arrange tasks based on the level of priority or urgency
Web-based Deployment
SaaS, web-based, online deployment
Softphone
Use your computer as a phone device to make calls over the internet
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile App
Access the system via a mobile application
Email Sequences
Set up automated email sequences to streamline outreach and engage leads/contacts
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Lead Assignment
Manually or automatically assign leads to sales reps
For Small Businesses
Designed for small businesses
Live Chat
Ability to chat online in real time
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Data Visualization
Graphical representation of data
Customer Social Profiles
Track customers' activities across social networks and maintain details about their demographics, preferences & more
Social Promotion
Market event via social media tools
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Brand Tracking
Monitor social media posts or web that mention a particular brand
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Retargeting
Adding retargeting pixels to track users who click a link and show them targeted ads
API
Application programming interface that allows for integration with other systems/databases
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Website Analytics
Track and analyze information regarding website visitors
Broken Link Discovery
URL Shortener
Online tool that takes a longer URL and condenses the link to optimize sharing through copy and paste techniques
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Custom Domains
Create branded link campaigns or short links with one or multiple custom domains.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Backlink Management
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Web Traffic Reporting
Collect and analyze traffic data about website visitors
For Marketing and Advertising
Used by marketers and advertisers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Secure Data Storage
Securely stores data to prevent data loss or breaches
Real-Time Analytics
Analyze and gain insights into data in real-time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Geotargeting
Geographic location of visitors determines behavior of the software
Link Editing
Change or redirect the destination URL of a short link
URL Customization
Modifying a website's URL to enhance readability, branding, or campaign alignment
Data Import/Export
Import and export data to and from software applications
Link Analytics
Track, analyze and report on click-through rates from URLs
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Localization Automation
Adapt content to display differently based on viewer location
Multi-Location
Manage and support multiple locations
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Link Management
Monitoring and organizing references from a webpage to external sites and internal pages
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Updates
Receive system updates as soon as any changes are made
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Workflow Management
Create, design and manage workflows for repetitive tasks
Campaign Analytics
Track and interpret campaign performance metrics
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Campaign
Manage multiple campaigns in one system
Email Marketing
Create and send email blasts/campaigns
Website Management
Built-in website builder or integration with third-party site
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Backlink Monitoring
Discover the total number of backlinks, referring domains, and referring IPs going to a domain
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Advertising Management
Manage advertising space and its sales within your network or publication
Content Personalization
Personalize delivered content based on characteristics, preferences, behavior or other data across the network
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Problem Area Alerts
Highlighting or otherwise flagging areas that require review or change
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Multivariate Testing
Create many versions of emails, forms, or actions and gauge which is most effective
Behavior Analytics
Track and analyze user behavior within a system or network
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Real-Time Reporting
Active reporting of data and metrics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Session Recording
Record active support and chat sessions for auditing and training
Mobile Friendly Test
Measures how easily users can access, read, and navigate the site on mobile devices
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
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
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Lead Segmentation
Divide leads into buckets based on predefined criteria and routing rules
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Campaign
Manage multiple campaigns in one system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Customizable Fields
Customize data fields to support various needs and use cases
Lead Distribution
Route and distribute your leads to third party buyers
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Marketing
Create and send email blasts/campaigns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Customizable Branding
Add customized logos and colors to align with company branding
Contact Management
Manage, organize, and store contact information
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Activity Tracking
Track and document all activities across devices, networks, and other systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Lead Notifications
Real-time alerts or notifications that inform teams about new leads or prospects
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Lead Generation
Manage the process of attracting and converting business prospects into leads
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Forms Management
Store, manage and track all forms in a centralized location
Visitor Tracking
Track visitors and purpose of visits
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
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Campaign Planning
Plan and strategize marketing campaigns
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Email Tracking
Track delivered, received, and opened emails
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Verification/Validation
Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.
Source Tracking
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Interaction Tracking
Track interaction history by documenting conversations for contacts
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Reports
Reports specific to sales analysis for trends and strategies
Document Storage
Store and organize documents in a centralized system
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
For Sales Teams/Organizations
Caters to sales teams
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
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.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Account Alerts
Informs of any account changes and notifications
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
For PPC Campaigns
To be used for PPC specific marketing campaigns
Data Import/Export
Import and export data to and from software applications
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Geotargeting
Geographic location of visitors determines behavior of the software
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Data Visualization
Graphical representation of data
Fraud Detection
Identify and prevent suspicious activity
Real-Time Analytics
Analyze and gain insights into data in real-time
Multi-Campaign
Manage multiple campaigns in one system
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Real-Time Updates
Receive system updates as soon as any changes are made
Keyword Research Tools
Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns
URL Builder
Real-Time Reporting
Active reporting of data and metrics
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Campaign Analytics
Track and interpret campaign performance metrics
Web Traffic Reporting
Collect and analyze traffic data about website visitors
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Interaction Tracking
Track interaction history by documenting conversations for contacts
Customizable Fields
Customize data fields to support various needs and use cases
Multiple Scoring Models
Create multiple models or equations for generating scores
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
Predictive Analytics
Predict future data based on historical data sets
Prioritization
Arrange tasks based on the level of priority or urgency
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Email Marketing
Create and send email blasts/campaigns
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Document Storage
Store and organize documents in a centralized system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Email Tracking
Track delivered, received, and opened emails
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Lead Generation
Manage the process of attracting and converting business prospects into leads
Sales Reports
Reports specific to sales analysis for trends and strategies
Lead Distribution
Route and distribute your leads to third party buyers
Data Enrichment
Combines data from internal sources with disparate data from other internal systems or external sources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lead Capture
Automatically identify and save contact information of potential customers
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Forecasting
Form predictions based on past and present data/trends
Email Templates
Pre-made examples and templates for emails
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Reputation Management
Monitor and manage customers' perceptions about a business, product, or service
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Text-to-Win
Messaging system designed for contests and sweepstakes
Mobile Coupons
Electronic coupons delivered to a mobile device that can be exchanged for a discount
Natural Language Processing
Process and analyze human language in text or audio form
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Keyword Tracking
Track and monitor a specific set of keywords
Multi-Campaign
Manage multiple campaigns in one system
Mass Texting
Send messages to multiple subscribers at the same time
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Consent Management
Manage user consent requests and documents
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Open Rate Tracking
Track the number of open emails, messages, and texts for any campaign
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automated Responses
Automatic reply functionality for incoming messages
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Templates
Sample files or documents that could be customized as needed or used as is
Survey Builder
Create and manage surveys
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Fields
Customize data fields to support various needs and use cases
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile Alerts
Notifications via mobile devices
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
MMS
Sending/receiving messages with multimedia content like images, audio, or video over a cellular network
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile Keywords
Unique word that contains letters or numbers that identifies specific campaigns
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Survey/Poll Management
Create and administer polls and surveys
Campaign Analytics
Track and interpret campaign performance metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Visualization
Graphical representation of data
Project Time Tracking
Measure time to completion or hours worked for projects
Real-Time Updates
Receive system updates as soon as any changes are made
Data Import/Export
Import and export data to and from software applications
Real-Time Data
Receive data and information in real time
Cross Channel Attribution
Track user conversions from all digital sources
Prioritization
Arrange tasks based on the level of priority or urgency
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
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
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Personalization
Adjust communications based on previous interactions or personal preferences
Real-Time Reporting
Active reporting of data and metrics
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Tracking
Track and document all activities across devices, networks, and other systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Behavior Analytics
Track and analyze user behavior within a system or network
Task Progress Tracking
Track the status and progress of tasks
Commenting/Notes
Leave comments and notes on documents for others to view
Task Scheduling
Track and manage the scheduling of tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Personalization
Adjust communications based on previous interactions or personal preferences
Autoresponders
Create and automatically send premade copy in response to customer messages
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Newsletter Management
Create and update newsletter content to increase engagement
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Preview Functionality
Preview materials before finalizing projects
Email Tracking
Track delivered, received, and opened emails
Email Campaign Management
Plan, execute, and analyze email marketing campaigns
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Customizable Branding
Add customized logos and colors to align with company branding
Lead Capture
Automatically identify and save contact information of potential customers
Mobile Optimization
Optimize content to ensure it is easily accessible for mobile users
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Fields
Customize data fields to support various needs and use cases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Click Tracking
Track the amount of clicks on individual products to measure campaign results
List Management
Manage contacts across multiple mailing lists
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Subscriber Management
Add or remove subscribers from mailing lists
Email Sequences
Set up automated email sequences to streamline outreach and engage leads/contacts
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Multi-Language
Manage and support multiple languages
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable CTAs
Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
Real-Time Analytics
Analyze and gain insights into data in real-time
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
CAN-SPAM Compliance
Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
HTML Editor
Add, edit, and manipulate HTML code directly
Contact Management
Manage, organize, and store contact information
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Campaign Analytics
Track and interpret campaign performance metrics
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Image Library
Store and manage images
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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