[ PersistIQ Reviews ](https://www.g2.com/products/persistiq/reviews) [ PersistIQ Reviews ](https://www.g2.com/products/persistiq/reviews) # PersistIQ Features ##### ## Calling (5) Record Calls Records calls for future reference. Generate Location Generates an area code local to where the user is calling to increase likelihood of pick-up. Call Types Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. Click-to-Call Gathers contacts from integrated tools, allowing users to call with one click. Auto Dialer Has auto-dialing or predictive dialing functionality. Show More ##### ## Contacts (4) Personalization Retains a log of extraneous contact information such as timezone and contact engagement. Information Locater Finds and opens saved contact information for reference at the time of a new call. Record Prospect Data Allows users to denote which contacts they believe are prospective customers. Contact Management Manage, organize, and store contact information Show More ##### ## Insights (7) Notes Allows users to take notes during or after the call for future reference. Daily Summary Delivers users a daily summary of activity. Automated Voicemails Sends automated voicemails to prospective clients who fail to answer. Automated Emails Sends automated emails to increase engagement with prospective clients. Sorts Prospects Organizes contacts based on probability of success. Automated Note Taking Automatically transcribes and summarizes meeting discussions. AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## 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. Show More ##### ## Customizations (6) 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. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Email Categorization Allows for the categorization of emails. Templates Allows for the creation of templates for frequently-sent emails. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Integrated Workflows (13) 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. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Calendar Management Track and manage schedules and meetings via an integrated calendar Sales Pipeline Management Pipeline view and tracking lead status Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Repeatability and Reportability (4) 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. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 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 Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Generative AI (5) 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. 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 Show More ##### ## Agentic AI - Email Tracking (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Outbound Call Tracking (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Sales Engagement (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 Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Show More ##### ## Additional Functionality (120) Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Auto-Dialer System that automatically dials calls For Sales Teams/Organizations Caters to sales teams Contact Management Manage, organize, and store contact information Email Marketing Create and send email blasts/campaigns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Workflow Management Create, design and manage workflows for repetitive tasks Customizable Fields Customize data fields to support various needs and use cases 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 Team Management Organizing a group of people to accomplish a task Click Tracking Track the amount of clicks on individual products to measure campaign results Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Location Tracking Identify the physical location of an individual, asset, device, etc. Customer Segmentation Process of dividing customers into groups based on common characteristics Geolocation Determines the location of a device using GPS or an IP address Customizable Branding Add customized logos and colors to align with company branding Activity Tracking Track and document all activities across devices, networks, and other systems Data Import/Export Import and export data to and from software applications Mailing List Management Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Email Management Manage, store and organize emails within the system or via third-party apps Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Distribution Email Reminders Reminders sent via email Autoresponders Create and automatically send premade copy in response to customer messages Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Meeting Management Manage the process of planning and scheduling meetings, including agenda creation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reminders Timed notification for any upcoming task, deadline, appointment, or activity Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Lead Distribution Route and distribute your leads to third party buyers Workflow Management Create, design and manage workflows for repetitive tasks Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Email Management Manage, store and organize emails within the system or via third-party apps Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Activity Tracking Track and document all activities across devices, networks, and other systems Email Templates Pre-made examples and templates for emails Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Sales Pipeline Management Pipeline view and tracking lead status Generative AI Use AI to generate content in the form of text, images, videos, etc. Automatic Call Distribution Distribute/route/connect calls Call Monitoring Listen to live phone conversations for the purpose of training and assessing agent performance Lead Capture Automatically identify and save contact information of potential customers Deal Management Defines specific deal parameters to negotiate and secure deals Call List Management Manage and track all past and future calls. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Call Recording Record the audio of phone conversations for quality assurance purposes For Contact Centers Designed for contact centers. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Management Ability to handle large datasets Calendar Management Track and manage schedules and meetings via an integrated calendar Chat/Messaging Communicate using direct chat or messages within the system 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 Task Management Create, manage and track all task activities and progression Interaction Tracking Track interaction history by documenting conversations for contacts Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Lead Segmentation Divide leads into buckets based on predefined criteria and routing rules Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lead Engagement Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Campaign Segmentation Group campaigns by project, client, or campaign for better management. Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Activity Tracking Track and document all activities across devices, networks, and other systems Customer Segmentation Process of dividing customers into groups based on common characteristics Click Tracking Track the amount of clicks on individual products to measure campaign results Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Template Management Create, save, and re-purpose templates for emails, forms, etc. Chat/Messaging Communicate using direct chat or messages within the system Email Templates Pre-made examples and templates for emails Personalization Adjust communications based on previous interactions or personal preferences Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Lead Generation Manage the process of attracting and converting business prospects into leads Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Lead Nurturing Engage with a lead throughout the sales process by actively providing information Autoresponders Create and automatically send premade copy in response to customer messages Lead Capture Automatically identify and save contact information of potential customers Generative AI Use AI to generate content in the form of text, images, videos, etc. Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Workflow Management Create, design and manage workflows for repetitive tasks Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Lead Notifications Real-time alerts or notifications that inform teams about new leads or prospects Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customization Create labels for products that contain required information such as colors, sizes, dates, etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Multi-Campaign Manage multiple campaigns in one system Email Management Manage, store and organize emails within the system or via third-party apps Lead Distribution Route and distribute your leads to third party buyers Contact Management Manage, organize, and store contact information Email Tracking Track delivered, received, and opened emails Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Calendar Management Track and manage schedules and meetings via an integrated calendar API Application programming interface that allows for integration with other systems/databases Sales Reports Reports specific to sales analysis for trends and strategies Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Show More ## 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