Outgrow Features
Survey Management (14)
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Brand Design Consistency
Creates feedback forms that are consistent with the design of the site.
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Survey Deployment
Supports the creation and deployment of different survey types on different channels or devices.
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Feedback Collection
Solicits, captures, and centralizes feedback from both structured and unstructured sources.
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Device Responsiveness
Allows designs to adapt automatically to the device that users access the survey or software.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Survey
Distribute a survey via mobile devices
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
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Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
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Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
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Templates
Offers pre-built templates for creating surveys with different audiences or use cases
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Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc.
Mobile Survey
Distribute a survey via mobile devices
Site Intercept Survey
Survey popup over a webpage to specific users based on their behavior
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Process Management (11)
Feedback Aggregation
Aggregates feedback and transforms feedback into actionable insights.
Trigger Alerts
Triggers creation of a new case after customer leaves feedback.
Real-Time Analysis
Analyze collected feedback near or in real-time.
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Real-Time Action
Trigger strategic workflows to quickly resolve issues and increase customer satisfaction.
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
Real-Time Analytics
Analyze and gain insights into data in real-time
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Real-Time Data
Receive data and information in real time
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
System Management (4)
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Security
Provides a secure and compliant system.
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System Monitoring
Continually inspects, audits, and monitors system to keep it up to date.
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
User Interface Design (8)
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WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
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Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Control (3)
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (5)
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Application Deployment
Releases the application for access on desktop or mobile devices.
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Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
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Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
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Execute Content Publication
Ability to publish content either from the source it was created or through a third party.
Analysis (9)
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Application Attribution
Attributes app installs to the marketing campaigns and media sources that drove it.
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Campaign Analysis
Measures impact and effectiveness of mobile marketing campaigns.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Channel Attribution
A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey
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
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Campaigns (19)
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Proximity Marketing
Collects geo-location data on mobile users to customize relevant campaigns.
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Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Bulk SMS
Provides templates for mass mobile messaging campaigns
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Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
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Email Campaigns
Personalizes and optimizes email mobile marketing campaigns.
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Audience Segmentation
Identifies the most granular audience segments based on actions, inactions, and user properties.
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Multi-Campaign
Manage multiple campaigns in one system
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Location-Based Marketing
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Mobile Alerts
Notifications via mobile devices
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Targeting
Ability to target specific visitors based on referrer, geo-location, cookies, or previous history
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Triggered Campaigns
Ability to trigger time-based or behavior-based pop-up campaigns
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A/B Testing
Tools for creating split A/B tests
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Analytics
Measure and visualize campaign performance and conversion rates
Engagement (2)
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Coupons and Promotions
Sends out coupons and promotions to reward and entice mobile device users.
Social Promotion
Market event via social media tools
Platform (13)
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Optimization
Optimizes marketing campaigns for mobile devices.
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Integrations - Mobile Marketing
Integrates advertising/campaigns into mobile applications, games, and mobile browsers.
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Internationalization
Facilitates global text message and mobile marketing campaigns.
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
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
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Branding
Has the ability to customize look and feel of chatbot to match` company branding.
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Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
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A/B testing
Allows users to test the efficacy of various responses through A/B testing.
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Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
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Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Augmented Analytics
Analyze data and automatically generate insights using AI/ML technologies
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Visitor Behavior (3)
Monitoring
Monitor the behavior of website and online store visitors
Targeting
Ability to target website visitors based on behavioral patterns
Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (3)
Library
Provide a library of templates for various purposes such as website engagement or e-commerce
Customization
Allows users to customize templates and use them on multiple channels easily
Optimization
Track the performance of different versions of templates and suggest optimizations
Personalization (8)
Recommendation
Recommend products based on order history and online behavior
Content
Provide custom content to website visitors based on their online behavior
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
Search
Optimize search based on the role of the user or inventory availability
Personalization Engine
Machine learning or artificial intelligence that powers the personalization features of the platform.
Product Recommendations
Tools to automatically recommend products to a customer based on their viewing or purchasing history.
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
Web
Integrate personalized content and recommendations on websites
Email
Define customized email templates which are sent automatically
Mobile
Include personalization features that are mobile-friendly and responsive
Administration (4)
Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
Reports & Analytics
Easily digestible visual representations of data collected by the platform.
User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Design and Customization (4)
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Pre-Designed Templates
Provides pre-designed themes and templates for pop-up messages
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Pop-Up Types
Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc.
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No-Code Customization
Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface
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Mobile Optimized
Pop-ups are optimized to display correctly on mobile devices
Integrations (9)
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CRM/Email Integrations
Integrates with popular CRMs and email marketing software
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WCM Integrations
Integrates with web content management systems
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E-Commerce Integrations
Integrates with e-commerce platforms
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Social Media Integrations
Integrates with social networks
E-Commerce Integration
Integrates with e-commerce platforms.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Domain Integration
Allows companies to connect landing pages to their existing domain.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Platform Basics (2)
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Website Personalization
Ability to deliver unique content for each account that visits a company's website.
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Content Creation and Distribution
Allows companies to create and distribute personalized content within an account-based marketing strategy.
Platform Reporting (2)
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Measurement
Ability to monitor page views and conversions per account as they engage with a personalized website and content.
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Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.
Responses (5)
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Customization
Customize your chat workflows with rules and automations.
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Control
Control who the chatbot converses with (and when).
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Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
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Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
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Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Page Customization (5)
Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
Templates
Provides ready-made templates for simplified landing page creation.
Advanced Customization
Allows users to edit a page's HTML or CSS code, or add custom code.
Content Library
Allows users to upload and manage content such as photos, videos, and audio.
Email Templates
Pre-made examples and templates for emails
Page Optimization (7)
A/B Testing
Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices.
Web Analytics
Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
SEO
Optimizes content to increase search engine result rankings.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Analytics
Track and interpret campaign performance metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Planning (1)
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Collaborative Editorial Calendars / Scheduling Content
Create editorial calendars that can be accessed by multiple users. Schedule content in advance to post at a later date.
Lead Monitoring (4)
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Features
Provides features to create and manage lists of potential customers
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Performance
Monitors form’s performance and contribution to the sales pipeline
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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 (3)
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Websites
Captures form submissions from existing forms on websites or landing pages
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Social Media
Captures leads across social media channels
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Data
Captures measurable, real customer data gathered directly from a website
Analytics (2)
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Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
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Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (12)
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Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
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Personalization
Changes colors, calls to action, or form length to personalize lead capture
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Templates
Provides pre-configured templates that can be customized by users
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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
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Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
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Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
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Multi-page Forms
Allows users to create forms with more than one page
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Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Content Creation (1)
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Content Management
Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.
Optimization (1)
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ROI Reporting
Ability to measure the revenue influence and ROI of every piece of content.
Survey Customization (4)
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Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
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Branding
Allows users to customize survey colors, logos, and URLs to match company branding
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Multimedia Support
Ability to embed videos, photos, or other rich media
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Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (9)
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Reporting & Analytics
Provides tools to visualize and analyze data
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BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
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Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
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Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Presentation Tools
Share and present designs
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Real-Time Data
Receive data and information in real time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Additional Functionality (356)
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Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
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Offline Capability
Can used without an internet connection
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Notifications
Sends notifications when a completed form is recieved
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Payments
Contains integrations with payment processors, enabling users to accept payments through forms
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Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
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
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Website Personalization
Customize website features
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Real-Time Reporting
Active reporting of data and metrics
Content Analytics
Behavioral Targeting
Display advertising and marketing messages to users based on their browsing history and preferences
Account Based Marketing
Provide personalized marketing content
Website Analytics
Track and analyze information regarding website visitors
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Profiles
Record customer information, purchase history, and other notes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customizable Branding
Add customized logos and colors to align with company branding
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Contextual Targeting
Experience Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customizable Forms
Customize contracts and forms to collect specific information
Email Marketing
Create and send email blasts/campaigns
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
NPS of Employees
Measure employee engagement and loyalty towards a business using the Net Promoter Score
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Visualization
Graphical representation of data
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Ratings/Reviews
Ratings/Reviews
Negative Feedback Management
Identify, track, and respond to negative feedback
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Text Fields
Open text box field
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Website Integration
Seamlessly integrates with 3rd party websites
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
API
Application programming interface that allows for integration with other systems/databases
NPS of Customers
Calculate NPS of customers
Multi-Language
Manage and support multiple languages
Survey/Poll Management
Create and administer polls and surveys
Segmentation
Group leads or contacts based on their specific characteristics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Customizable Fields
Customize data fields to support various needs and use cases
Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
Single Sign On
Allow users to access multiple services after entering their login credentials once
Phone Polling
Survey or poll in which voice broadcast recipients can communicate responses via the phone
Online Polling
Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page
Support Audio/Images/Video
Allow media to be embedded in the question or answer options
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Data Visualization
Graphical representation of data
Survey/Poll Management
Create and administer polls and surveys
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Word Clouds
Visual representations of words that give greater prominence to words that appear more frequently
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Fields
Customize data fields to support various needs and use cases
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Interactive Content
Allow the audience to interact or engage with the content
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
API
Application programming interface that allows for integration with other systems/databases
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Email Marketing
Create and send email blasts/campaigns
Data Security
Protect sensitive data for digital privacy
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
URL Customization
Modifying a website's URL to enhance readability, branding, or campaign alignment
Question Piping
Integration of respondents' answers from previous survey questions into subsequent questions or text
Offline Response Collection
Practice of collecting data and responses for market research/surveys without an internet connection
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Import/Export
Import and export data to and from software applications
Response Validation
Ensure the answer provided fits set parameters (numerical, positive number, etc.)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Response Quotas
Limit the number of participants with certain characteristics you want to complete the survey
Multi-Language
Manage and support multiple languages
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Email Reminders
Reminders sent via email
Gamification
Games or game-like elements to track progress and reward accomplishments
Randomization
Randomize the displayed order of questions and answer options
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
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Language Detection
Identify different languages
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Lead Capture
Automatically identify and save contact information of potential customers
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Natural Language Processing
Process and analyze human language in text or audio form
Multi-Language
Manage and support multiple languages
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Automated Responses
Automatic reply functionality for incoming messages
Customer Support
Provide online support for your customers through live chat or help desk functionality
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Query Suggestions
See options for potential search queries within the system
Transfers/Routing
Transfer queries and organize messages between agents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Canned Responses
Shortcuts for inputting frequently used messages
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Contact Management
Manage, organize, and store contact information
Website Management
Built-in website builder or integration with third-party site
API
Application programming interface that allows for integration with other systems/databases
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Email Marketing
Create and send email blasts/campaigns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Forms
Customize contracts and forms to collect specific information
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Real Time Editing
Preview and make real-time changes in the web content
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Forms Management
Store, manage and track all forms in a centralized location
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Customizable Fields
Customize data fields to support various needs and use cases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Autoresponders
Create and automatically send premade copy in response to customer messages
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
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Activity Tracking
Track and document all activities across devices, networks, and other systems
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Responsive Web Design
Web design that automatically adjusts to look good on different screen sizes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Lead Capture
Automatically identify and save contact information of potential customers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Autoresponders
Create and automatically send premade copy in response to customer messages
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
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
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Contact Management
Manage, organize, and store contact information
Text-to-Win
Messaging system designed for contests and sweepstakes
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Contextual Targeting
Real-Time Data
Receive data and information in real time
Mobile Access
Access software remotely via mobile devices
API
Application programming interface that allows for integration with other systems/databases
Coupons
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
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Real-Time Reporting
Active reporting of data and metrics
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Content Delivery
Distributing content through various platforms or channels
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
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
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Content Creation
The ability to create unique content
Social Media (1)
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Social Media Integration
Create and publication of content for social media platforms.
Generative AI (13)
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Landing Page Builders (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Capture (2)
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Personalization (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
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
Agentic AI - Vulnerability Scanner (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - No-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Mobile Marketing (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
-
Adaptive Learning
Improves performance based on feedback and experience
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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 - Content Creation (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
-
Multi-step Planning
Ability to break down and plan multi-step processes
-
Cross-system Integration
Works across multiple software systems or databases
-
Adaptive Learning
Improves performance based on feedback and experience
-
Natural Language Interaction
Engages in human-like conversation for task delegation
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting
-
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Content Experience Platforms (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 - Survey (4)
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
AI Personalization - Personalization (3)
Predictive Recommendations
Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.
Audience Segmentation
Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.
Adaptive Content
Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data
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