Mixmax Features
Analytics (3)
Open Rates
Records the rate at which emails are opened.
Link Activity
Records the rate at which links in emails are followed.
Attachment Activity
Records the rate at which email attachments are opened or downloaded.
Customizations (5)
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
Allows for the categorization of emails.
Templates
Allows for the creation of templates for frequently-sent emails.
Incentives (3)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (3)
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Allows teams to set trackable goals within the tool.
Administrative (2)
Integration
Integrates with CRM and financial systems to help determine goals
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Lead Facilitation (3)
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (2)
Data Entry
Automates the entry of collected data.
Integrations / 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.
Performance Analysis (1)
Peformance Tracking
Tracks and analyzes sales representative performance.
Integrated Workflows (6)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
AI and Automation (3)
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Integrations (5)
MS Teams Integration
This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers.
Zoom Integration
This software integrates with Zoom.
Google Meet Integration
This software integrates with Google Meet.
Salesforce Integration
This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
Provide the ability to create a custom booking page.
Personalized Links
Provide the ability to create custom scheduling URLs.
Personalized Web Embed
Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
Allow users to set automatic working hours.
Automatic Updates
Automatically update calendars after a meeting has been booked.
Buffer Times
Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Google Workspace for Sales (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Performance Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Email Tracking (3)
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
Agentic AI - Sales Engagement (4)
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
Agentic AI - AI Sales Assistant (4)
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





