Poltio Features

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

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

Automatically identify and save contact information of potential customers

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

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

Divide leads into buckets based on predefined criteria and routing rules

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage multiple campaigns in one system

Tools designed to streamline the process of lead generation and management for sales teams

Customize data fields to support various needs and use cases

Route and distribute your leads to third party buyers

Predefined actions automatically performed on the occurance of specific events

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Communicate using direct chat or messages within the system

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Create and send email blasts/campaigns

Create, save, and re-purpose templates for emails, forms, etc.

Engage with a lead throughout the sales process by actively providing information

Add customized logos and colors to align with company branding

Manage, organize, and store contact information

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, store and organize emails within the system or via third-party apps

Notifications that are delivered to users as soon as an event occurs

Process of dividing customers into groups based on common characteristics

Gauge satisfaction and receive information for improvement and success

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-time alerts or notifications that inform teams about new leads or prospects

View and track pertinent metrics to find patterns and gain insights from data

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Manage the process of attracting and converting business prospects into leads

A collection of customer information such as contact details, demographics, previous interactions, etc.

Create and automatically send premade copy in response to customer messages

Score a lead on their quality or likelihood to buy based on certain behaviors

Application programming interface that allows for integration with other systems/databases

Store, manage and track all forms in a centralized location

Track visitors and purpose of visits

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and interpret campaign performance metrics

Search and filter data across systems to locate required information by entering keywords or certain criteria

Plan and strategize marketing campaigns

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Track delivered, received, and opened emails

Send automated marketing emails based on user actions over a predetermined period

Group campaigns by project, client, or campaign for better management.

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Track and manage schedules and meetings via an integrated calendar

Timed notification for any upcoming task, deadline, appointment, or activity

Track interaction history by documenting conversations for contacts

Track all opportunities for potential sales and convert them into recurring revenue

Reports specific to sales analysis for trends and strategies

Store and organize documents in a centralized system

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Observe and track the demand, usage, progress or quality of a system, product, or user

Caters to sales teams

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

Pre-designed layouts that can be customized to match preferences and requirements

Collection of images, videos and other digital content that can be used

Use AI to generate content in the form of text, images, videos, etc.

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

Set up connections to third-party platforms to improve business processes

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

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

Can used without an internet connection

Sends notifications when a completed form is recieved

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

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

Customize contracts and forms to collect specific information

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allow users to access multiple services after entering their login credentials once

Survey or poll in which voice broadcast recipients can communicate responses via the phone

Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page

Allow media to be embedded in the question or answer options

Tracks metrics that provide insight into how a user interacts with any interface or product

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Graphical representation of data

Create and administer polls and surveys

Use AI to generate content in the form of text, images, videos, etc.

Visual representations of words that give greater prominence to words that appear more frequently

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize data fields to support various needs and use cases

Create, save, and re-purpose templates for emails, forms, etc.

Manage, store and organize emails within the system or via third-party apps

Allow the audience to interact or engage with the content

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Gauge satisfaction and receive information for improvement and success

Track and document all activities across devices, networks, and other systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Application programming interface that allows for integration with other systems/databases

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Create and send email blasts/campaigns

Protect sensitive data for digital privacy

Allow reviewers to provide anonymous feedback to encourage honest conversations

Modifying a website's URL to enhance readability, branding, or campaign alignment

Integration of respondents' answers from previous survey questions into subsequent questions or text

Practice of collecting data and responses for market research/surveys without an internet connection

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Assemble applications and processes by dragging over and arranging pre-built components

Import and export data to and from software applications

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Process of dividing customers into groups based on common characteristics

Limit the number of participants with certain characteristics you want to complete the survey

Manage and support multiple languages

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Reminders sent via email

Games or game-like elements to track progress and reward accomplishments

Randomize the displayed order of questions and answer options

Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor

Tailored or customizable questions for more targeted and relevant data collection

Offers pre-built templates for creating surveys with different audiences or use cases

Provides tools for distributing surveys through email, SMS, social media, etc.

Distribute a survey via mobile devices

Survey popup over a webpage to specific users based on their behavior

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Monitor the behavior of website and online store visitors

Ability to target website visitors based on behavioral patterns

Adapt the selling process to each visitor, including content and pricing

Integrate personalized content and recommendations on websites

Define customized email templates which are sent automatically

Include personalization features that are mobile-friendly and responsive

Survey design technique that directs respondents to different questions based on their previous answers

Allows users to customize survey colors, logos, and URLs to match company branding

Ability to embed videos, photos, or other rich media

Allows for creation of surveys in different languages and advanced survey translation

Records leads using different types of devices

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Provide a library of templates for various purposes such as website engagement or e-commerce

Allows users to customize templates and use them on multiple channels easily

Track the performance of different versions of templates and suggest optimizations

The ability to create and customize marketing campaigns based on user data.

Easily digestible visual representations of data collected by the platform.

Data collected from customers to be analyzed by analytics tools or other e-commerce software.

The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.

Recommend products based on order history and online behavior

Provide custom content to website visitors based on their online behavior

Deliver messages targeted at buyers who are about to leave an online store

Optimize search based on the role of the user or inventory availability

Machine learning or artificial intelligence that powers the personalization features of the platform.

Tools to automatically recommend products to a customer based on their viewing or purchasing history.

The ability to test various configurations and recommendations to determine which are most successful with customers.

Tools to create personalized messaging based on customer data collected from purchases or viewing history.

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

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

Allows users to create forms with more than one page

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

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Web form that allows users to enter data that is sent and processed for different reasons

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

Provides pre-configured templates that can be customized by users

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

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Provides tools to visualize and analyze data

Allows integration with third -party reporting and business intelligence applications

Allows users to export reports from the product into an .xsl, .csv, or .pdf file

Allows administrators to set permissions on viewing, filtering, or sharing survey results

Provides a channel for team members to share media files, communicate, and work together

Share and present designs

Analyze survey results via statistical testing or crosstabs directly within the software

Receive data and information in real time

Interact with data visualization elements, such as charts and graphs, to drill down into data

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives