[ Privy Reviews ](https://www.g2.com/products/privy/reviews) [ Privy Reviews ](https://www.g2.com/products/privy/reviews) # Privy Features ##### ## Integration (4) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Platform (12) Customization System provides sufficient customization to meet business requirements Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Lead Generation Manage the process of attracting and converting business prospects into leads Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process List Management Manage contacts across multiple mailing lists Mobile Access Access software remotely via mobile devices Show More ##### ## Email Marketing (4) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Manage Email Deliverability Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. Automated Email Responses Set up automated nurturing emails based on events, online activities, and lead scores Show More ##### ## Online Marketing (8) Landing Pages and Forms Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. Dynamic Content Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. A/B Testing Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. Mobile Optimized Support mobile-optimized emails, online forms, and landing pages. Search Tracking and Optimization Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Multivariate Testing Create many versions of emails, forms, or actions and gauge which is most effective Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Lead Management (21) Marketing Lead Database A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. Data Quality Management Data quality consists of deduplication, cleansing, and appending your marketing database. Segmentation Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. Lead Scoring and Grading Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. Lead Nurturing Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Email Tracking Track delivered, received, and opened emails Automated Alerts and Tasks Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Data Receive data and information in real time Social Marketing Manage campaigns and track engagement for marketing efforts across social media channels Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Campaign Segmentation Search Marketing Track visibility and traffic from search engines SMS Marketing Send promotional campaigns or transactional messages via text messages Website Visitor Tracking Monitor activity of individuals who visit your website using cookies Show More ##### ## Campaign Management (7) Program Management Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. Event / Webinar Marketing Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. Calendaring Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Budgeting Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Show More ##### ## Social (7) Social Listening Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. Social Sharing Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. Social Campaigns Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. Social Media Engagement Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. Social Media Advertising Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Multi-Campaign Manage multiple campaigns in one system Show More ##### ## Reporting & Analytics (11) Basic Reporting Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. Web Analytics Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. ROI Analytics Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. Revenue Analytics Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. SEO / Keyword Analytics Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Behavior Analytics Track and analyze user behavior within a system or network Real-Time Analytics Analyze and gain insights into data in real-time Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Sales Analytics Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Show More ##### ## Templates (4) Text and Themes Allow users to edit text and themes on email templates Stock Images Provide a library of stock images to use for emails Proofing Offer email proofing capabilities Mobile Responsive Provide mobile responsive email templates Show More ##### ## Edit (3) Pre-Made Offer pre-made email templates Build Allow users to create their own email templates HTML Use drag-and-drop HTML editing to create email templates Show More ##### ## Logistics (4) Analytics Provide analytics reporting so that users can see how their campaigns perform Issues Allow for users to identify potential issues that would stop their emails from sending Integrations Integrate with email software or email marketing and marketing automation platforms Shareable Link Ability to share email templates via a link to collect feedback on the created emails easily Show More ##### ## Text Messaging (8) Bulk SMS Enables users to send mass text message campaigns Text Scheduler Provides the ability to schedule single or bulk text messages to recipients on a specific date and time Personalization Offers features for personalizing text messages based on customer information or past behavior Link Shortening Shorten long links into custom or branded links SMS Messaging Send messages via SMS Scheduled Messaging Send individual or bulk text messages at predetermined times Chat/Messaging Communicate using direct chat or messages within the system 2-Way Messaging Send and receive text messages to communicate with clients or prospects in real-time Show More ##### ## Design and Customization (4) Pre-Designed Templates Provides pre-designed themes and templates for pop-up messages Pop-Up Types Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc. No-Code Customization Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface Mobile Optimized Pop-ups are optimized to display correctly on mobile devices Show More ##### ## Campaigns (4) Targeting Ability to target specific visitors based on referrer, geo-location, cookies, or previous history Triggered Campaigns Ability to trigger time-based or behavior-based pop-up campaigns A/B Testing Tools for creating split A/B tests Analytics Measure and visualize campaign performance and conversion rates Show More ##### ## Integrations (4) CRM/Email Integrations Integrates with popular CRMs and email marketing software WCM Integrations Integrates with web content management systems E-Commerce Integrations Integrates with e-commerce platforms Social Media Integrations Integrates with social networks Show More ##### ## SMS Platform (1) QR Codes Matrix barcode that stores information Show More ##### ## Lead Monitoring (3) Features Provides features to create and manage lists of potential customers Performance Monitors form’s performance and contribution to the sales pipeline Lead Capture Automatically identify and save contact information of potential customers Show More ##### ## Data Capture (3) Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Customization (6) Web Forms Web form that allows users to enter data that is sent and processed for different reasons Templates Provides pre-configured templates that can be customized by users Integration Integrates with sales and marketing software solutions to transfer lead data between them Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customizable Forms Customize contracts and forms to collect specific information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - SMS Marketing (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Campaign Planning Plan and strategize marketing campaigns Multi-Language Manage and support multiple languages Show More ##### ## 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 Show More ##### ## Agentic AI - Marketing Automation (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Email Template Builder (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## AI Automation - SMS Marketing (1) AI SMS Uses AI to automate audience targeting, SMS message personalization, and performance optimization. Show More ##### ## AI Content Generation - SMS Marketing (1) AI SMS Use AI to generate personalizaed SMS copy for SMS campaigns Show More ##### ## Additional Functionality (134) Social Promotion Market event via social media tools Customizable Branding Add customized logos and colors to align with company branding Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Live Chat Ability to chat online in real time Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. Mass Texting Send messages to multiple subscribers at the same time Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Email Templates Pre-made examples and templates for emails Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Marketing Automation Automate workflows and trigger campaigns based on customer actions Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Marketing Calendar See past and upcoming campaigns and communications in a calendar view Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Data Import/Export Import and export data to and from software applications Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors 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 Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Reputation Management Monitor and manage customers' perceptions about a business, product, or service Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Customer Segmentation Process of dividing customers into groups based on common characteristics Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Text-to-Win Messaging system designed for contests and sweepstakes Mobile Coupons Electronic coupons delivered to a mobile device that can be exchanged for a discount Natural Language Processing Process and analyze human language in text or audio form Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Contact Management Manage, organize, and store contact information Activity Tracking Track and document all activities across devices, networks, and other systems Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Keyword Tracking Track and monitor a specific set of keywords Multi-Campaign Manage multiple campaigns in one system Mass Texting Send messages to multiple subscribers at the same time Interaction Tracking Track interaction history by documenting conversations for contacts Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Consent Management Manage user consent requests and documents Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Open Rate Tracking Track the number of open emails, messages, and texts for any campaign Generative AI Use AI to generate content in the form of text, images, videos, etc. Automated Responses Automatic reply functionality for incoming messages Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Templates Sample files or documents that could be customized as needed or used as is Survey Builder Create and manage surveys Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile Alerts Notifications via mobile devices Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results MMS Sending/receiving messages with multimedia content like images, audio, or video over a cellular network Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile Keywords Unique word that contains letters or numbers that identifies specific campaigns Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Template Management Create, save, and re-purpose templates for emails, forms, etc. Autoresponders Create and automatically send premade copy in response to customer messages Survey/Poll Management Create and administer polls and surveys Show More ## 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