---
title: Qualified Reviews
meta_title: 'Qualified Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1540 reviews by the users' company size, role or industry
  to find out how Qualified works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 1540
  scale: '5'
date_modified: '2026-08-10'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---


# Qualified Reviews
**Vendor:** Salesforce  
**Category:** [Conversational Marketing Software](https://www.g2.com/categories/conversational-marketing)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 1,540
## About Qualified
Qualified is the Agentic Marketing platform for B2B companies around the world. Headquartered in San Francisco, Qualified is built to modernize and maximize inbound pipeline generation with Piper the AI SDR Agent. Piper autonomously engages website visitors, captures leads, and converts them into pipeline with zero human intervention. With Piper, Qualified is transforming pipeline generation as we know it today. Your website is the front door to your business and the pinnacle of pipeline generation, but what happens when interested buyers want to learn more? They submit a web form and move on. Those leads get added to a queue for an inbound Sales Development Rep (SDR) to follow up with and nurture to pipeline for your sales team. How long does it take for an inbound lead to hear back? It can take hours, if not days. In the world of sales and marketing, speed is crucial as 78% of buyers go with the vendor that responds to them first. The problem is it&#39;s impossible to respond quickly with the current process because it&#39;s painfully manual, time intensive, and it relies on limited human capacity. But it doesn’t have to be this way. In the age of AI, we can put pipeline generation on autopilot. Meet Piper the AI SDR Agent. She operates across your entire inbound motion and works tirelessly to convert qualified buyers into pipeline, 24x7. Piper knows everything about your buyers. She profiles every website visitor to understand whether they&#39;re qualified and where they are in the buying journey then works toward her conversion goals. Piper also turns every touchpoint on your website into an opportunity for conversion with live chat, meeting booking, and personalized marketing offers. What&#39;s more, Piper works the inbox to send fast, personalized follow up and nurture emails to each and every lead. Hundreds of the world’s leading brands—including Crunchbase, Demandbase, Greenhouse, Plaid, and Suse—have hired Piper the AI SDR Agent to grow their inbound pipeline and are seeing real tangible business results.



## Qualified Pros & Cons
**What users like:**

- Users commend the **exceptional customer support** provided by Qualified, enhancing implementation and ongoing value significantly. (279 reviews)
- Users find the **dedicated support and visibility** from Qualified invaluable for successful implementation and ongoing optimization. (266 reviews)
- Users commend Qualified for its **user-friendly interface and innovative features** that enhance lead qualification and engagement. (217 reviews)
- Users value the **ease of use** of Qualified, making integration and maximizing feature benefits seamless and efficient. (211 reviews)
- Users value the **exceptional customer service** , feeling supported by dedicated team members during implementation and beyond. (179 reviews)
- Customer Engagement (152 reviews)
- Lead Generation (149 reviews)
- Efficiency (148 reviews)
- Automation (145 reviews)
- Time-saving (140 reviews)

**What users dislike:**

- Users struggle with the **learning curve** of Qualified, particularly regarding usability and intuitiveness in various areas. (85 reviews)
- Users find the **missing features** in Qualified limit functionality, affecting data extraction and user experience. (84 reviews)
- Users note a **steep learning curve** for using Qualified effectively, though support helps ease the transition. (46 reviews)
- Users desire more **customization options** for graphic elements and experience-specific shortcuts to enhance user interaction. (42 reviews)
- Users find the **complexity** of routing rules and setup challenging, requiring significant time and support for mastery. (41 reviews)
- Limitations (34 reviews)
- Integration Issues (33 reviews)
- Users feel the **limited features** of Qualified restrict customization, affecting their workflow and overall satisfaction. (32 reviews)
- Feature Issues (27 reviews)
- Not Intuitive (27 reviews)

## Qualified Reviews
  ### 1. Streamlined Demo Process and True ROI

**Rating:** 4.0/5.0 stars

**Reviewed by:** Maddie R. | Campaigns Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 27, 2026

**What do you like best about Qualified?**

Qualified has made it that much easier for SDRs to do meaningful work. It makes it easier for prospects to book meetings with us, by streamlining our XDRs process, eliminating the need for emailing with a prospect back and forth to nail down a time, routing to the AE, etc. All of that is now a few simple steps the prospect can do when requesting a meeting, allowing SDRs to use time to gather more in-depth BANT and work their leads with precision. The AI SDR/chatbot was easy to set up using our internal resources and website, and Piper Email has helped us get a few prospects that dropped off before converting back on the hook. It has officially paid for itself after one year of use!

**What do you dislike about Qualified?**

Not every feature we wanted was readily available, but the Qualified team has been great about taking feedback and keeping us updated on their roadmap. We even have a feature in beta that was because of something we suggested early on in our time with Qualified!

**What problems is Qualified solving and how is that benefiting you?**

Before Qualified, our SDR intake process when someone wanted to book a meeting with us was much clunkier. SDRs had to get in touch with the prospect to set up a time, which involved back and forth, reviewing AE calendars, ensuring the prospect met minimum qualifications for a meeting. Now, with Qualified, the prospect simply fills out all of that information and gets access to an AE's calendar right off the bat, making the process much easier on the SDRs. This allows them to spend less time on tedious tasks and more time on meaningful lead work.

  ### 2. Streamlined Lead Qualification with Great Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andy F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2026

**What do you like best about Qualified?**

I like how Qualified makes some of the use cases user-friendly with its intuitive interface, which means I don't have to manage a bunch of prompt libraries. I also appreciate that it lets us score answers and potential answers and A/B test examples pretty efficiently instead of having to test it in production or on a live site.

**What do you dislike about Qualified?**

It's frustrating that we have to retrain the model so often every time we make some updates to our positioning or branding. So that can be tedious and time-consuming. I think the workflows are also tedious to set up and maintain, although the Qualified implementation team has been really helpful in doing a lot of that work for us.

**What problems is Qualified solving and how is that benefiting you?**

Qualified helps our potential customers quickly learn about our product and how it can support them. It prequalifies leads before letting them book demos with our sales team.

  ### 3. Robust Functionality, Excellent CSM Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Claire M.

**Reviewed Date:** December 30, 2025

**What do you like best about Qualified?**

I really like the robust functionality of Qualified. The account/customer success team is fantastic, and we have regular working sessions with our Customer Success Manager who helps us figure out our integrations, reporting, and use cases for our business. This has been instrumental in ensuring our team gets the most out of the tool and stays up-to-speed on the most effective and efficient sales flow advantages that Qualified provides.

**What do you dislike about Qualified?**

I wish there was better functionality of exporting data directly from Qualified's in-app reporting in order to gain deeper insights connected to other channels. The ability to slice & dice Qualified data alongside data from other platforms more easily would be helpful to understand impacts of the tool, attribution, etc.

**What problems is Qualified solving and how is that benefiting you?**

We use Qualified to pre-qualify leads and accelerate lead flow, helping visitors learn more instantly. The robust functionality and excellent customer success team ensure we maximize efficiency and effectiveness.

  ### 4. Easy Meeting Booking with Qualified's Chat System

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kyle H. | Manager, sales development, Enterprise (> 1000 emp.)

**Reviewed Date:** November 25, 2025

**What do you like best about Qualified?**

I love how Qualified effectively supports us in booking meetings directly from our website with its user-friendly chat system, which is intuitive and aligns well with our organizational needs. I appreciate Qualified's ability to bridge the speed-to-lead gap that often occurs with other Marketing Automation tools, providing a seamless and efficient solution. The customizability offered by Qualified is incredibly useful, allowing us to tailor the features to suit our specific requirements. Furthermore, the AI chatbot is particularly valuable, as it adeptly assists prospects by answering their questions and efficiently scheduling meetings for our team.

**What do you dislike about Qualified?**

none at this time

**What problems is Qualified solving and how is that benefiting you?**

I use Qualified to book meetings directly from our website, bridging the speed-to-lead gap caused by other Marketing Automation tools. Its AI chatbot efficiently answers prospect questions and schedules meetings, enhancing our team’s productivity.

  ### 5. Qualified Helps Connect with Website Visitors and Generate Better Leads

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 27, 2026

**What do you like best about Qualified?**

Qualified has helped me a lot in connecting with people who visit my website. It has also helped me better understand their activity on my site, which has resulted in better leads.

**What do you dislike about Qualified?**

I’ve noticed that it sometimes picks up the wrong signals, which can lead to incorrect account tagging.

**What problems is Qualified solving and how is that benefiting you?**

It helps me qualify leads more effectively and understand company intent more clearly without me needing to be available 24x7.

  ### 6. Qualified Supports our Growth Goals

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shannon C. | Marketing Program Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2022

**What do you like best about Qualified?**

The technology powering Qualified is incredible. It allows us to better understand the types of businesses/people that are exploring our product on our AppExchange listing, which in turn has positively impacted the way we go-to-market and communicate our value prop. It also integrates seamlessly into the Salesforce products we use: Sales Cloud and Pardot. The UI is SO clean and easy, and pulling reports can be done without any code. The support team is also very responsive and communicates with us regularly. Overall great customer service.

**What do you dislike about Qualified?**

We currently only use Qualified on our AppExchange listing but are considering it for our main website. Cost is a potential barrier as it seems to be more expensive than other solutions on the market. However, as mentioned above, the technology is superior to other options I've seen.

**What problems is Qualified solving and how is that benefiting you?**

Qualified is helping us to be a more proactive company by providing another avenue for customers, prospects, and partners to communicate with us, and gives us deeper insights into our core ICP as we look to scale our product/company.

  ### 7. Great support makes all the difference

**Rating:** 4.0/5.0 stars

**Reviewed by:** Angela R. | Director, Demand Generation, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2024

**What do you like best about Qualified?**

Qualified has added a ton of new features that are super valuable for markteters who want to create personalized experiences on their website and make sure they are using multiples avenues to keep visitors on the site and interested in your content. The header, exit, and side pop up offers in addition to the intent signals are super valuable for our team.

**What do you dislike about Qualified?**

The interface can be a little confusing and creating new experiences can be a little challenging, but our Success Architect has been incredibly helpful in guiding us on how to set things up.

**What problems is Qualified solving and how is that benefiting you?**

Qualified is helping us to feild higher intent buyers to our sales team quicker, provide a more personalized chat experience, and put our marketing content right in front of visitors to keep them engaged and active on our website.

  ### 8. Amazing Support, Great Product if You Need Lots of Customization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kaylee M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 10, 2024

**What do you like best about Qualified?**

The support team at Qualified is truly the best I've ever experienced. They take a hands-on approach to ensuring you and your team are fully onboarding and getting the most of the platform at all times. Working with Qualified felt like having another full-time member on our team.

**What do you dislike about Qualified?**

Qualified was perfect when we were a larger team with the bandwidth to continually monitor website chats and interactions. When we became smaller, we lost value from the functionality of the product.

**What problems is Qualified solving and how is that benefiting you?**

Qualified helps sales and marketing teams identify leads and companies with strong conversion potential, and creates automated systems to ensure those leads are continually engaged and shown customized content on the chatbot, website, and within conversations.

**Official Response from Dan Darcy:**

> Thank you for your positive feedback about our support team! We always strive for a 5 star experience. If you can reach out to me dan {at} qualified.com, I would like to hear how we can turn your experience around. Thank you again and look forward to hearing from you.

  ### 9. A good solution to achieve digital marketing goals

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.)

**Reviewed Date:** January 25, 2024

**What do you like best about Qualified?**

Qualified helps to identify, engage, and convert website's most valuable visitors.
Qualified is user friendly, easy to integrate, and has excellent customer support.

**What do you dislike about Qualified?**

Qualified has a learning curve and requires some training and customization to get the most out of it.
Qualified is not very customizable and does not offer much flexibility in terms of design, branding, and personalization.

**What problems is Qualified solving and how is that benefiting you?**

How to capture the attention of high-intent buyers who visit the website and start a conversation with them in real time.
How to qualify leads based on their behavior, profile, and intent data and route them to the right sales representative.

  ### 10. Excited for Qualified Impact

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rebecca M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2024

**What do you like best about Qualified?**

- Support we have received for our fast implementation timeline

**What do you dislike about Qualified?**

- There is nothing to dislike; I find the software fits all of our needs so far.

**What problems is Qualified solving and how is that benefiting you?**

Qualified is helping drive successful engagement on our website

**Official Response from Dan Darcy:**

> Rebecca- Thank you for sharing your positive feedback! We're glad to hear that Qualified has been able to meet all of your needs so far. 

We strive for a 5 star experience, so please let me know how we can make this a better experience for you and your company. 

Please email me dan {at} qualified.com to share specifics on where we were lacking. Really appreciate your feedback and support. 

Cheers-
Dan
Chief Customer Officer


  ### 11. Qualified has helped streamline pipeline growth for our team

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2022

**What do you like best about Qualified?**

- Qualified is easy and set up to use especially with the help and guidance of their team and docuemntation 

- User friendly both as an end user and admin
* From the users standpoint it just stands as a simple chatbox that prompts them to answer the questions you've configured
* From the admin you only need to alter a few settings here and there. It's very easy to maintain 

- Can make workflows as simple or complex as you need + workflows are also really easy to establish

- Their technical support is some of the best I've encountered of any software we've used in the past
* They have a dedicated success manager that sets a regular cadence with
* Even their general support and success team is very responsive. They get back to emails almost immediately to address any issues you may be experiencing


- Qualified also easily integrates into Salesforce - giving you greater insight on how you can engage your users
- Qualified's chat features streamline a lot of communication

**What do you dislike about Qualified?**

Could potentially have better internal reporting functionality internally rather then being mostly reliant on how it's connecting with your reporting functionality within Salesforce. That said it's also somewhat of an expensive solution in comparison with some other chatbots but with good reason such as the set of features and support that you receive with most large plans.

Although the platform is also pretty intuitive once you get a hang of everything it takes some time to get fully familiar with all the features, reporting and functionality it offers.

**What problems is Qualified solving and how is that benefiting you?**

Qualified helps people access you in an easy and non-intrusive way. This helps expand your reach as some prospects would be more inclined to contact you at chat at first over phone or email.

It also gives us additional visibility to how our customers interact with our page as we get real-time views of users interacting with the website.

**Official Response from Linnea Hamada:**

> Hi there - thanks so much for your review and feedback of Qualified. It's great to hear you've had a positive experience with our Success and Support teams and find the tool to be user friendly.  We really appreciate your feedback regarding improving internal reporting capabilities. We are constantly striving for a 5 star experience and would love to understand more details in order to provide specific feedback to our product team. Please do reach out to your Qualified Success Architect so we can be sure address this and ensure your reporting is improved within Qualified!  Really value your inputs and thank you for being a customer! Best - Linnea Hamada, Customer Programs

  ### 12. Qualified Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 20, 2023

**What do you like best about Qualified?**

Having our Success Architect, Jeff Karges.  He has been a tremendous help in getting the chat enabled and troubleshooting many of the issues we have run into.

**What do you dislike about Qualified?**

For larger enterprise customers that have multiple product lines, we need to create separate connectors - would be great if you could have partitions within the instance.

**What problems is Qualified solving and how is that benefiting you?**

We did not have a consistent chatbot enabled across our web properties.  Qualified is helping to enable guided flows to more easily direct our customers to the information they need.

  ### 13. Ideal Chat Platform for Pardot Users

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 20, 2022

**What do you like best about Qualified?**

Onboarding Qualified was simple. It connects seamlessly to Pardot and Salesforce. More than just a chatbot, Qualified is built to balance automation and authentic human interactions.

**What do you dislike about Qualified?**

There are some sync issues when connecting directly to Pardot but nothing that is a show stopper. I think the platform works more seamlessly when connected directly to Salesforce.

**What problems is Qualified solving and how is that benefiting you?**

Qualified balances the ability to scale human interactions with large numbers of visitors to your website.  With it, we've been able to generate better quality leads for our sales team at higher volume.

  ### 14. This is going to change how you think about chatbots....

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sebastian V. | Sales Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about Qualified?**

I love how this tool is designed to create a more engaging user experience when on the website and other content we create. We're able to connect with our prospects/clients at a very different level. Andrew Ritter has been a phenomenal resource through this journey as our account manager.

**What do you dislike about Qualified?**

Qualified is a solution that needs a certain level of attention in order for success to be generated from it. I wouldn't describe this as something I dislike, but more as something I would warn any team considering this solution. If you had issues managing your chatbot before, those same issues will carry over if you don't maximize what this tool is capable of doing.

**What problems is Qualified solving and how is that benefiting you?**

We are able to see where our clients are accessing our website from and how they interact with the website. We can then "pounce" if we think its time to introduce ourselves and see if they need any help. The same way an associate helps you at a grocery store.

**Official Response from Linnea Hamada:**

> Hi Sebastian - thanks for this review. I love your analogy of the grocery store associate - it's awesome to hear you're seeing the value in those real-time interactions on your site! If you need anything at all, please don't hesitate to reach out to the team. You're in great hands with Andrew!  Best - Linnea Hamada, Customer Programs

  ### 15. Qualified

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 21, 2022

**What do you like best about Qualified?**

The user interface is great for efficiency and is easy to use. It is also very easy to track metrics within the platform to gauge interactions and team performance.

**What do you dislike about Qualified?**

I would say the biggest downside I've experienced while using Qualified has been the length of time it took to set up all of the experiences and avenues for our team to connect with leads. Once everything was in place, the tool has been fantastic.

**What problems is Qualified solving and how is that benefiting you?**

Qualified helps our team focus on the highest intent leads in real-time. We have visibility into who is currently interacting with our site while being provided with useful information to increase conversion metrics.

  ### 16. Very good insights to user behavior. A bit intrusive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.)

**Reviewed Date:** December 21, 2022

**What do you like best about Qualified?**

User interface and ease of access. Insights into prospect behavior is key.

**What do you dislike about Qualified?**

It is a bit intrusive. Especially for prospect that have been previously targeted.

**What problems is Qualified solving and how is that benefiting you?**

It is providing more leads.

  ### 17. Perfect for SDRs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 04, 2022

**What do you like best about Qualified?**

The alerts, integration with salesforce and calendar makes it perfect

**What do you dislike about Qualified?**

important to understand that it's more of a conversation chat bot with the end goal of booking a meeting, and not to solve customer support issues using automated responses

**What problems is Qualified solving and how is that benefiting you?**

helping prospects get in touch with sales team quickly

  ### 18. Booking Demos the most direct way possible

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 21, 2022

**What do you like best about Qualified?**

What I enjoy most about Qualified is the ability to send someone else's calendar right over the website. Instead of scrambling and having to keep open 1000 different calendars, I can just send the individual who would be best fit to meet with the prospect. Additionally, we can see where the prospect is in our SFDC Pipeline, granting insane amounts of visibility and information to make the right decisions.

**What do you dislike about Qualified?**

Sometimes Qualified will automatically make me unavailable within the app, and then I might miss a visitor that has asked to chat because my notifications turned off. That being said, that is very rare.

**What problems is Qualified solving and how is that benefiting you?**

Qualified simplifies the logistics on my end of scheduling with a prospect, and thus cuts down the wait time on their end, increasing the odds of conversion to a meeting.

  ### 19. Enterprise BDR

**Rating:** 4.0/5.0 stars

**Reviewed by:** Trevor A. | Business Development Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Qualified?**

Very nice tool to instantly talk to inbound folks, or people that are just poking around on the site. Can connect with them instantly, see what they're doing specifically, and give targeted insight into what people are looking at real time.

**What do you dislike about Qualified?**

It's kind of convoluted and can be somewhat difficult at times, but this is not so bad because the more that is available to you, the better it is. You almost need a training course and consistent follow-ups to get the most out of the tool

**What problems is Qualified solving and how is that benefiting you?**

Inbound questions, from both cold and warm prospects, in real time is a huge plus of this tool. Qualified is the only tool that I've seen that allows you to have the immediacy to schedule a cold meeting right then and there while not losing the prospect.

**Official Response from Dan Darcy:**

> Trevor - Thank you for this review! Great to hear Qualified is helping to engage with prospects in real time. There is a lot of functionality, so please don't hesitate to reach out to your success architect with any questions or support to continue optimizing what the tool can do for your team. Thanks for being a valued customer! Cheers - Dan

  ### 20. Qualified the Brilliant Game Changer

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 24, 2022

**What do you like best about Qualified?**

Qualified's ability to capture and execute on user demographic and business insights were one of the main reasons we chose to move forward with Qualified. 

Our CSM is also a great plus! Jennifer is amazing!

**What do you dislike about Qualified?**

We had trouble setting up a specific round-robin for certain team members that was based on certain user aspects. I'd like to see this ability to expand within the platform in the future.  

The experience build-out is a little complex, and it did add some confusion for a few of our team members.

**What problems is Qualified solving and how is that benefiting you?**

Some users don't want to fill out another form. We are using Qualified as our website wayfinder that helps users that visit the site find the information that they need/want.

**Official Response from Dan Darcy:**

> Thank you so much for your review and feedback. I'm happy to hear you had a great experience with Jennifer! We are taking note of your request for round-robin improvements as we are continually looking to improve the product. We always strive for a 5 star experience, so please reach out to me at dan@qualified.com to let me know how we can make this better. Your feedback is invaluable and so is this review, so thank you. Cheers- Dan

  ### 21. Incredible customer support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christopher W. | Senior Manager, Digital Marketing, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2021

**What do you like best about Qualified?**

Since day one, the support that we have received from our CSM Anna has been nothing short of exemplary. From initial setup to rep onboarding to ongoing support, Anna and the whole team at Qualified have been incredibly helpful and available. This is my first experience of implementing a chatbot/conversational marketing tool, and being able to rely on this quality of support has made the whole process so much easier and more manageable.

Aside from the customer support aspect, Qualified is a reasonably intuitive program. Reporting is clear and actionable, with good analytical insight into how the experiences and individual reps perform. Setting up the experiences can be a time-consuming process, but is logical and straightforward. One key component is how seamlessly Qualified integrates with Salesforce and Slack. Adding visitors to specific SFDC campaigns and notifying reps via Slack works exceptionally well.

**What do you dislike about Qualified?**

There is no native integration with Marketo, which means that adding visitors to Marketo lists requires adding them first to SFDC and then pushing them from there into Marketo. This has some implications as to how lists are managed if you use Marketo forms on your website. I would also like greater customization options for how the experience looks and feels for visitors. 

The biggest issue we have encountered is the accuracy of the "fuzzy match" functionality, which consistently provided us with erroneous feedback on which companies were visiting our website. This feature can be easily turned off, but that leads to the opposite issue of not being able to identify the majority of visitors unless they have already been cookied. This isn't a dealbreaker, but expectations need to be managed so that everyone understands how the system works and what is being reported.

**What problems is Qualified solving and how is that benefiting you?**

We're utilizing Qualified for two main purposes: firstly, to have greater insight into who is visiting our website in real-time, and secondly, to increase visitor engagement and ultimately drive more interactions and meetings. As mentioned elsewhere, the visitor insight use case has not been as reliable as we had hoped, but still allows us to notify reps when key accounts are live on the site. In terms of increasing engagement, we have seen an uptick in users converting directly through the chatbot and/or chatting with our team.

**Official Response from Dan Darcy:**

> Thank you for your feedback, Christopher! While we do have a native integration with Marketo, we are always open to hearing feedback on additional feature sets for our integration - automatically adding Qualified visitors to Marketo lists is a great one. I have passed this feedback along to our product team. Visitor identification using Reverse IP data can be tricky at times, I hear you there. Have you enabled the 6sense Reverse IP Confidence Threshold feature in your account? With this enabled, only Very High and/or High confidence matches will be used. I hope that helps and thank you again for being a customer of Qualified.

  ### 22. Great product to use on the AppExchange!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tyler H. | Director Of Marketing Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 25, 2022

**What do you like best about Qualified?**

We loved the fact that Qualified was native to Salesforce and one of the only chat bots to use on the actual appexchange listing. Great way to interact with folks who are visiting your pages there.

**What do you dislike about Qualified?**

Setup was a bit complicated at first but if you spend a little time on it, it's worth it in the end as it integrates seamlessly with salesforce.

**What problems is Qualified solving and how is that benefiting you?**

We're able to interact and answer a lot of up front questions about our salesforce specific products. We capture leads we wouldn't normally capture and are able to set meetings right from our listing.

**Official Response from Dan Darcy:**

> Tyler - thank you so much for your review here. It's great to hear you are capturing more leads and seeing the value of Qualified on AppExchange! We are always looking to improve, so please reach out to me dan@qualified.com to let me know how we can make this a 5 star experience for you. Cheers- Dan

  ### 23. Great, easy to use, tool with strong ROI for our team

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2022

**What do you like best about Qualified?**

The Qualified support team for help setting up the tool and ongoing enhancements

**What do you dislike about Qualified?**

Some limited capabilities and integrations and lots of notifications.

**What problems is Qualified solving and how is that benefiting you?**

We have seen an immediate and impactful ROI with Qualified, by making conversations with our team easily accessible. Lots of great opportunities came in by being directly on our calendars through the Qualified bot.

**Official Response from Dan Darcy:**

> Thank you for your feedback of Qualified! We are working on notifications and alerts so. you aren't bombarded. Keep checking back on this. We love to aim for a 5 star review, so let me know what other suggestions you have to make this a 5 star experience. Please feel free to reach out to me directly. Appreciate your support and being a customer of Qualified. Cheers -Dan

  ### 24. Great tool for Engagement Specialists!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Andrew H. | Engagement Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 05, 2021

**What do you like best about Qualified?**

The ease of use - wow, is it easy to use! Qualified also track the outreachs and success which makes reports much easier! Qualifying out leads that are only window shopping. Pouncing on-site visitors who have actual questions and you can see their engagement level. Tracking hours spent and seeing when there is the most engagement.

**What do you dislike about Qualified?**

My lack of knowledge towards the platform and now finding the features that make my life easier! Once you get to using the platform daily to connect with leads is the little things now that increase efficiency that I am finding out.
I wish I could see more information on my lead without them filling out first party data.

**Recommendations to others considering Qualified:**

Do your research and ask questions! The Qualified team is great for answers, but ask to see the sites they have implemented and start a conversation with their reps. They are using the program daily and will have user stories.
See if having additional third-party integrations will help uncover more information about your potential lead. Talk to your Salesforce Rep too!

**What problems is Qualified solving and how is that benefiting you?**

We are currently working with our Rep. Looking to integrate better third-party programs, Zoominfo, Salesforce, Outreach.
Benefits are engaging with leads quicker. Qualifying out tire kickers and low-value leads - this in turn allows more time for when actual real leads are coming through.
It has also helped with job applicants who are looking for job info, point them in the right direction.

**Official Response from Dan Darcy:**

> Andrew - I know I am late to the game here, but wanted to drop a note to say thank you for this review of Qualified! We're always looking to improve, so let me know how we can make this a 5 star experience for you. If you ever need anything, please feel free to reach out to me at Qualified. Just come to the website and ask to be connected to me. Appreciate your support and being a customer of Qualified. Cheers - Dan

  ### 25. I'm new to Qualified, and I found the program easy to use with the guidance I was provided.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jeremy T. | Sales Development Rep, Enterprise (> 1000 emp.)

**Reviewed Date:** June 15, 2021

**What do you like best about Qualified?**

The UI is very friendly. At first, the screen looks busy but still looks easy to navigate.  The overall layout is straightforward. The color coding makes it easay to view small text on a small monitor. I dont have to read everything to determine what actions I need to take.

**What do you dislike about Qualified?**

No dislikes so far. I haven't found any to mention yet. I'm new to the Qualififed program. After I have gained more experince, I can reveal some issues.

**What problems is Qualified solving and how is that benefiting you?**

With Qualified, I can determine who is looking for staffing needs versus job seeker needs. The website also pings international request. So the system makes it very easy organize which accounts I can handle.

**Official Response from Dan Darcy:**

> Jeremy- thank you very much for your feedback of Qualified. We always strive for a 5 star experience, so please reach out to me dan @ qualified.com to let me know how we can make this better. Your feedback is invaluable and so is this review, so thank you. Cheers- Dan

  ### 26. Great UI and Customer Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2021

**What do you like best about Qualified?**

There are many chatbots out there, but Qualified is extremely easy to use, and we love our customer success manager, who not only gives us suggestions on what tests/messages to run but goes one step further and implements them for us.

**What do you dislike about Qualified?**

We are still too early on in our time with Qualified to have anything to dislike.

**What problems is Qualified solving and how is that benefiting you?**

Qualified helps us easily field and route messages to the proper location. In addition, Qualified has helped shorten the time to book for a prospect wishing to have a demo/trial.

**Official Response from Dan Darcy:**

> Thank you for your feedback of Qualified! We always strive for a 5 star review and experience, so if there is any more feedback that you can give to me to make this an all star experience, please let me know. Appreciate your support and being a customer of Qualified. Cheers -Dan

  ### 27. Phenomenal solution and even better customer service!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Emma D. | Marketing Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 05, 2021

**What do you like best about Qualified?**

Qualified has been an excellent addition to our marketing/sales toolkit. It's given our team the ability to connect with website visitors in real-time, personalize their browsing experience as well as get some insight into what visitors are looking for to make our experience even better. And to top it off our customer experience from the beginning has been phenomenal. Our CSM, Anna, has gone above and beyond to make sure our team has the training they need, created resources to help them succeed, and has been such a big help when it comes to all of the back-end logistics.

**What do you dislike about Qualified?**

There is not much to dislike about Qualified. Learning some of the back-end setup can be a little complicated, however, it's nothing too complex. Having a great CSM that will walk you through the process helps to navigate some of the issues you may face and walk through any challenges you may face.

**What problems is Qualified solving and how is that benefiting you?**

We are able to get in front of visitors and answer any questions they may have right then and there. We are also able to guide visitors to resources they may need to submit support tickets or get answers to frequently asked questions more quickly. All in all, it's creating a better customer success journey for our website by offering more support where our visitors are at.

  ### 28. Better than Drift

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2021

**What do you like best about Qualified?**

Very organized implementation and genuinely helpful customer success. Being able to see what a website visitor is browsing in real time, as well as what they are typing in the chatbox before they send the message.

**What do you dislike about Qualified?**

Not being able to search website vistors by company name. Frequency of website visitors interacting meaningfully with chatbot seems to have leveled off after initial implementation.

**What problems is Qualified solving and how is that benefiting you?**

Providing support to website visitors 24/7. Increased visibility into what website visitors are perusing. Some visitors preferred booking a meeting through Qualified's chatbot than an outbound email campaign.

**Official Response from Dan Darcy:**

> Thank you for your feedback on Qualified. Global search by Account is a great feature request and I have passed that along to our product team. In the meantime, you can create custom tabular reports that are filtered and listed by Account Name. Plateaued interaction and conversation rates are a sign that it’s time for some experience redesigns! Your Qualified Success Architect can help uncover underperforming experiences, run A/B tests, and launch new, fresh experiences to increase those engagement rates. Thank you for your support and for being a customer of Qualified. Cheers - Dan

  ### 29. Turning your website into a shop

**Rating:** 4.0/5.0 stars

**Reviewed by:** Peter L. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2021

**What do you like best about Qualified?**

The ability to see what users are doing on your website

**What do you dislike about Qualified?**

I would like better online/offline settings and dynamic  messaging depending on when the team is online

**What problems is Qualified solving and how is that benefiting you?**

Getting better visibility of our web visitors

**Official Response from Dan Darcy:**

> Peter- Thank you for your feedback and review of Qualified. I wanted to follow up here because we always strive for a 5 star experience. We have a new feature that allows you to change the greeting actions based on if you have reps available online or not. So that dynamic messaging above has been released. We are also looking to change the notification settings to be more personalized...but that is coming later in January. Can you please reach out to your customer success architect or me dan @ qualified . com and we can help you get this implemented. Thanks again for your support and being a customer of Qualified.

  ### 30. Excellent Experience with Qualified!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2021

**What do you like best about Qualified?**

I love the support we receive from the team at Qualified, they are always open to our suggestions for improvements, and our CSM is always willing to jump on a call to help us with questions and set-up if needed.

**What do you dislike about Qualified?**

I know they are working on how to better utilize the analytics and I think that will greatly improve the tool and help us to make data-driven decision as we use it on our site.

**What problems is Qualified solving and how is that benefiting you?**

We are able to push our customers to more self-service when it comes to support by directing them to the proper resources rather than them calling right away. We are also able to weed out leads that might not make sense for our products.

**Official Response from Dan Darcy:**

> Thank you for this review of Qualified. I know I am late in posting a response here, but catching up! Since this review, we have released new analytics features, and I hope these have been valuable for your team. We always strive for a 5-star experience, so please let me know if there is anything we can do to further support you and your team. Thank you for being a customer of Qualified! Cheers - Dan

  ### 31. Great experience, on-demand interaction with prospects!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2020

**What do you like best about Qualified?**

I like that I am able to interact with a prospect "in the moment". Not only can I chat with them, I am able to easily transition the conversation into a live conversation via the web browser.

**What do you dislike about Qualified?**

I would like the ability to easily track previous conversations in Qualified.

**What problems is Qualified solving and how is that benefiting you?**

I am able to have a conversation during a prospect's peak interest and while they are actively looking for information.

**Official Response from Sarah McConnell:**

> Thank you for taking the time to leave us a review! We're happy to hear you and your team have had success engaging with prospects when they are on your site. If there is ever anything we can do to help, please reach out and let us know! 


## Qualified Discussions
  - [What&#39;s the most creative experience you&#39;ve created?](https://www.g2.com/discussions/what-s-the-most-creative-experience-you-ve-created) - 1 comment

- [View Qualified pricing details and edition comparison](https://www.g2.com/products/qualified/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A06%3A04+-0500&secure%5Bsession_id%5D=157361ad-9aef-44e1-a6cd-db83ace2db97&secure%5Btoken%5D=ee0f309cf5a0f2b3d81e5070f97a7a81a1adb30ca271a24cf162d37de0204db5&format=llm_user)
## Qualified Integrations
  - [6sense Revenue Marketing](https://www.g2.com/products/6sense-revenue-marketing/reviews)
  - [6sense Sales Intelligence](https://www.g2.com/products/6sense-sales/reviews)
  - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews)
  - [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Clearbit](https://www.g2.com/products/clearbit/reviews)
  - [Contentful](https://www.g2.com/products/contentful/reviews)
  - [Demandbase One](https://www.g2.com/products/demandbase-one/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Ads](https://www.g2.com/products/google-ads/reviews)
  - [Google Analytics](https://www.g2.com/products/google-analytics/reviews)
  - [Google Tag Manager](https://www.g2.com/products/google-tag-manager/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews)
  - [Influ2](https://www.g2.com/products/influ2/reviews)
  - [LeanData](https://www.g2.com/products/leandata/reviews)
  - [LinkedIn Marketing Solutions](https://www.g2.com/products/linkedin-marketing-solutions/reviews)
  - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews)
  - [Marketo-Based Systems for Growth-Driven Marketing &amp; Sales Teams](https://www.g2.com/products/marketo-based-systems-for-growth-driven-marketing-sales-teams/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Oracle Eloqua](https://www.g2.com/products/oracle-eloqua/reviews)
  - [Outreach](https://www.g2.com/products/outreach/reviews)
  - [Pardot (by Salesforce)](https://www.g2.com/products/pardot-by-salesforce/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews)
  - [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Salesforce Marketing Cloud Account Engagement](https://www.g2.com/products/salesforce-marketing-cloud-account-engagement/reviews)
  - [Salesloft](https://www.g2.com/products/salesloft/reviews)
  - [Sitecore Digital Experience Platform](https://www.g2.com/products/sitecore-digital-experience-platform/reviews)
  - [SixSense](https://www.g2.com/products/sixsense/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)

## Qualified Features
**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Feedback Management**
- Feedback Management

**Document Management**
- Document Management

**Reporting/Analytics**
- Reporting/Analytics

**Security & Compliance**
- Security & Compliance

**Human-in-the-loop (HITL)**
- Human-in-the-loop (HITL)

**Personalized Outreach**
- Personalized Outreach

**Conversational AI**
- Conversational AI

**Dynamic Modeling**
- Dynamic Modeling

**CRM Integration**
- CRM Integration

**Agent Customization**
- Agent Customization

**Omnichannel Outreach**
- Omnichannel Outreach

**Follow-Up Scheduling**
- Follow-Up Scheduling

**Lead Generation**
- Lead Generation

**Inquiry Routing**
- Inquiry Routing

**Multi-Channel Campaigns**
- Multi-Channel Campaigns

**Independent Decision Making**
- Independent Decision Making

**Outreach Performance Analytics**
- Outreach Performance Analytics

**Customer Interaction Automation**
- Customer Interaction Automation

**Problem Solving**
- Problem Solving

**Task Automation**
- Task Automation

**Prospect Prioritization**
- Prospect Prioritization

**Real-time Conversations**
- Real-time Conversations

**Sales Follow-Up**
- Sales Follow-Up

**Data Enrichment**
- Data Enrichment

**Lead Qualification**
- Lead Qualification

**Sales Automation**
- Sales Automation

**Messenger**
- Sequencing
- AI
- Video Chat
- Customization Interface
- Generative AI

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Data Availability**
- Contact Data Availability
- Account Data Availability
- Offline Data
- Real-Time Data
- Intent Data

**Responses**
- Personalization
- Route To Human
- Natural Language Understanding (NLU)
- Multi-Language

**Responses**
- Customization
- Control
- Route To Human
- Menu bars
- Drip sequences

**Notifications**
- Confirmations & Reminders
- Appointment Follow-Up
- Scheduling Notifications
- Recurring Appointments
- Automated Scheduling
- Group Scheduling

**Integrations**
- MS Teams Integration
- Email Integration
- Salesforce Integration
- Third-Party Integrations

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- Generative AI

**Automation - AI Agents**
- Sales Follow-Up
- Customer Interaction Automation
- Lead Generation
- Natural Language Processing
- Simulation and Scenario Generation

**Automation**
- Sales Follow-Up
- Feedback Collection
- Document Processing
- Lead Generation
- Customer Interaction Automation

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Communication**
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
- Co-Browsing
- Real-Time Notifications
- Real-time Consumer-facing Chat

**Channels**
- Website
- Text Message (SMS)
- Other
- Multi-Channel Marketing

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Platform Additional Functionality**
- Third-Party Integrations
- Topic Customization
- Alerts
- Real-time Intent

**Platform**
- Conversation Editor
- Integration
- Human-In-The-Loop
- Drag & Drop Editor
- Human-in-the-loop (HITL)

**Platform**
- Live chat
- Integrations
- Branding
- Analytics
- A/B testing
- Role-based access
- Collection of information
- Augmented Analytics
- Proactive Chat

**Settings**
- Time Zone Detection
- Availability Settings
- Blocked Time Settings

**Branding & Customizatio**
- Custom Booking Page
- Personalized Links
- Personalized Web Embed
- Online Booking
- Room Booking

**Autonomy -  AI Agents**
- Independent Decision Making
- Adaptive Responses
- Task Execution
- Problem Solving

**Autonomy**
- Problem Solving
- Task Execution
- Adaptive Responses
- Independent Decision Making

**Agentic AI - Bot Platforms**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

** Internal Use**
- Customization 
- Conversation Archiving
- Lead Development
- Knowledge Base
- Team Inbox 
- Customer Profiles

**Customers**
- Audience Targeting
- Profiles
- Analytics
- Lead Gathering
- Sales Conversion
- Customer Service Analytics
- Reporting/Analytics

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Personalization**
- Branding
- Links

**Automatic Rules & Configurations**
- Set Working Hours
- Automatic Updates
- Buffer Times
- Real-Time Updates

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Outbound Sales**
- Follow-Up Scheduling
- Prospect Prioritization
- Multichannel Campaign Execution
- Personalized Outreach
- Outreach Performance Analytics

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Event Triggered Actions
- Lead Generation
- Lead Notifications
- Generative AI
- Lead Capture
- Reporting/Analytics
- API
- Customer Journey Mapping
- Real-Time Reporting
- Lead Qualification
- Multi-Channel Attribution
- Customer Segmentation
- Database Support
- Summary Reports
- Prioritization
- Pipeline Management
- Customizable Reports
- Conversion Rate Optimization
- Customer Database
- Search/Filter
- Activity Tracking
- Trend Analysis
- Lead Management
- Performance Metrics
- Content Marketing
- Reporting & Statistics
- B2B Lead Generation
- Real-Time Updates
- AI Copilot
- Web Traffic Reporting
- Data Import/Export
- Customer Activity Tracking
- Behavior Tracking
- Competitive Analysis
- Predictive Analytics
- Contact Database
- Sales Management
- Activity Dashboard
- Built-In Database
- Real-Time Notifications
- CRM
- Contact Management
- Real-Time Analytics
- Data Visualization
- Lead Nurturing
- Sales Trend Analysis
- Pipeline Reports
- Customer Profiles

**Additional Functionality**
- Real-Time Analytics
- Email Management
- API
- Single Sign On
- Search/Filter
- Collaboration Tools
- Third-Party Integrations
- Activity Dashboard
- Canned Responses
- Surveys & Feedback
- Reporting/Analytics
- Transfers/Routing
- Geotargeting
- Interaction Tracking
- CRM
- Transcripts/Chat History
- Document Storage
- Screen Sharing
- Contact Management
- Autoresponders
- Multi-Channel Communication
- Mobile Access
- AI Copilot
- Offline Form
- Real-Time Monitoring
- Support Ticket Management
- File Sharing

**Additional Functionality**
- Agent Collaboration
- Data Governance
- Prompt Engineering
- Feedback Management
- For No-Code Development
- Version Control
- Role-Based Permissions
- Dynamic Modeling
- API
- Memory Management
- Monitoring
- Scalability
- Cost Management
- Scheduling
- Natural Language Interface
- Access Controls/Permissions
- Multiple LLM Models
- Integration Management
- Customizable Frameworks
- Pre-built Templates
- Analytics
- Intent Recognition
- Contextual Guidance
- Rules-Based Workflow
- Attended Automation
- Drag & Drop
- For Sales/Marketing
- Generative AI
- Business Process Automation
- AI Copilot
- Third-Party Integrations
- Multi-Channel Communication
- Sentiment Analysis
- Deep Learning
- Code-free Development
- Compliance Management
- Automated Responses
- Knowledge Management
- Transfers/Routing
- Personalization
- Activity Dashboard
- Customer Experience Management
- Virtual Personal Assistant (VPA)
- Chatbot
- Speech Recognition
- Reporting/Analytics
- Task Management
- Customer Engagement
- AI/Machine Learning
- Configurable Workflow
- Unattended Automation
- Conversation Intelligence
- Workflow Automation
- Proactive Error Detection

**Additional Functionality**
- Customer Surveys
- Lead Qualification
- Transcripts/Chat History
- Language Detection
- Pre-Configured Bot
- Lead Capture
- Code-free Development
- Natural Language Processing
- Multi-Language
- For Sales/Marketing
- Contextual Guidance
- Automated Responses
- Customer Support
- Chatbot
- Intent Recognition
- Sentiment Analysis
- Customer Experience Management
- Query Suggestions
- Transfers/Routing
- AI Copilot
- Canned Responses
- AI/Machine Learning
- Multi-Channel Communication
- Automated Routing
- Workflow Automation

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Integrations**
- Multi- Calendar Integration
- Website Integration
- Payment Acceptance
- Video Conferencing
- Communication

**Agentic AI - Conversational Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Multi-Language

**Agentic AI - Business Scheduling**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Customizable Fields
- API
- Real-Time Notifications
- Lead Nurturing
- Human Handover
- Lead Management
- Product Recommendations
- Customer Experience Management
- SMS Messaging
- Appointment Management
- Chat/Messaging
- Real-Time Monitoring
- Lead Distribution
- Campaign Segmentation
- Data Import/Export
- A/B Testing
- Real-Time Data
- Real-time Conversations
- Customizable Branding
- Lead Qualification
- Template Management
- Autoresponders
- Contact Database
- Customer Segmentation
- One-to-One Messaging
- Communication Management
- Campaign Management
- Activity Dashboard
- Lead Capture
- Appointment Scheduling
- Reporting & Statistics
- Event Triggered Actions
- Chatbot
- Group Messaging
- AI Copilot
- Customer Database
- Multi-Channel Communication
- Email Automation
- Surveys & Feedback
- CRM
- Engagement Tracking

**Additional Functionality**
- Task Scheduling
- Customizable Branding
- Customizable Fields
- Reminders
- Shift Swapping
- Automated Scheduling
- Drag & Drop
- Mobile Access
- Real-time Scheduling
- Multi-Location
- Personalization and Recommendation
- Access Controls/Permissions
- Resource Scheduling
- Activity Tracking
- Timesheet Management
- Availability Management
- API
- Absence Management
- Self Service Portal
- Generative AI
- Calendar Management
- Real-Time Notifications
- Class Scheduling
- Employee Scheduling
- Facility Scheduling
- Booking Management
- User Management
- Employee Management
- Alerts/Notifications
- Reporting & Statistics
- Group Scheduling
- Customer Database
- Appointment Scheduling
- Time Zone Tracking
- AI Copilot
- Calendar Sync

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Text-to-Speech
- AI Image-to-Text
- Generative AI

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Agentic AI - Online Appointment Scheduling**
- Autonomous Task Execution
- Multi-step Planning
- Natural Language Interaction

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

**Additional Functionality**
- Access Controls/Permissions
- Customizable Forms
- Customizable Templates
- Availability Management
- Wait List Management
- Mobile Access
- Client Portal
- Data Import/Export
- Appointment Management
- Email Marketing
- Client Management
- Employee Management
- Client Database
- Online Booking
- Reporting & Statistics
- SMS Messaging
- Credit Card Processing
- API
- Multi-Location
- Email Management
- Customer History
- Calendar Management
- AI Copilot
- Activity Dashboard

**Inbound Sales**
- Data Enrichment
- Inquiry Routing
- Feedback Collection
- Real-Time Engagement
- Lead Qualification

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