Ring.io Features
Calling (5)
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Record Calls
Records calls for future reference.
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Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
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Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
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Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (4)
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Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
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Information Locater
Finds and opens saved contact information for reference at the time of a new call.
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Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Contact Management
Manage, organize, and store contact information
Insights (7)
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Notes
Allows users to take notes during or after the call for future reference.
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Daily Summary
Delivers users a daily summary of activity.
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Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
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Automated Emails
Sends automated emails to increase engagement with prospective clients.
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Sorts Prospects
Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Analytics (2)
Open Rates
Records the rate at which emails are opened.
Link Activity
Records the rate at which links in emails are followed.
Customizations (5)
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Templates
Allows for the creation of templates for frequently-sent emails.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Personalization (5)
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sales Reports
Reports specific to sales analysis for trends and strategies
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Administrative (9)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
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Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
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Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
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Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
Callback Scheduling
Schedules callback times
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Reporting
Track and report on all incoming and outgoing calls
Integrated Workflows (13)
Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Sales Pipeline Management
Pipeline view and tracking lead status
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
Dialing Options (3)
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Preview Dialing
Presents information about the individual being called before the call begins.
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Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (6)
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Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
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Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
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Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Real-Time Data
Receive data and information in real time
Live Chat
Ability to chat online in real time
Call Scheduling
Schedule date and time for callbacks/follow-up calls or reminders
Automation (3)
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Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
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Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
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Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Text Messaging (12)
Bulk SMS
Enables users to send mass text message campaigns
Two-Way Text Messaging
Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Provides automatic text message replies to recipients
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio
Personalization
Offers features for personalizing text messages based on customer information or past behavior
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages
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
Channels (3)
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Voice
Provides voice call functionality.
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Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
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Email
Allows CSRs to receive and answer customer emails.
Functions (12)
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Call Routing
Sends voice calls to a specific queue based on predetermined criteria
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Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
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Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
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Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
IVR
Includes an interactive phone menu.
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Inbound Screen Pop
Populates CSR's screen with available customer data.
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Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
SMS Platform (5)
Reporting
Provides pre-built or customizable performance reports
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Short Codes
Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
Facilitates the integration of text messaging into existing business applications through an SMS gateway API
QR Codes
Matrix barcode that stores information
AI and Automation (2)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Generative AI (5)
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
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
Agentic AI - Contact Center (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Auto Dialer (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Agentic AI - Sales Engagement (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
AI Capabilities - Auto Dialer (7)
Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Text to Speech
Turns text into natural sounding speech
AI Automation - SMS Marketing (1)
AI SMS
Uses AI to automate audience targeting, SMS message personalization, and performance optimization.
AI Content Generation - SMS Marketing (1)
AI SMS
Use AI to generate personalizaed SMS copy for SMS campaigns
Additional Functionality (266)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Tracking
Track and document all activities across devices, networks, and other systems
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Management
Manage, organize, and store contact information
Power Dialer
System automatically dials the next number on the contact list after the previous call ends
Preview Dialer
System provides callee information to agent prior to the call to help determine whether or not to make the call
Auto-Dialer
System that automatically dials calls
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Real-Time Reporting
Active reporting of data and metrics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Integrations Management
Identify which applications need to exchange data and enable these data connections
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Call Distribution
Distribute/route/connect calls
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Interaction Tracking
Track interaction history by documenting conversations for contacts
Caller ID
Identify the number and contact information of a caller before answering the phone
Call Transfer
Transfers live calls to other agents
Call Disposition
Track and report on call outcomes
Voice Mail
Computer-based system that allows users to send and receive voice messages
Chat/Messaging
Communicate using direct chat or messages within the system
Automatic Outbound Dialer
Dials outbound calls automatically
Call Reporting
Track and report on all incoming and outgoing calls
API
Application programming interface that allows for integration with other systems/databases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Call List Management
Manage and track all past and future calls.
Progressive Dialer
Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls
Campaign Specific Caller ID
Control the name and number that appears on outbound caller ID
List Management
Manage contacts across multiple mailing lists
Customizable Fields
Customize data fields to support various needs and use cases
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Campaign
Manage multiple campaigns in one system
Workflow Management
Create, design and manage workflows for repetitive tasks
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Lead Distribution
Route and distribute your leads to third party buyers
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbound Call Center
A call center that primarily receives calls, typically customer service focused
For Sales Teams/Organizations
Caters to sales teams
Data Security
Protect sensitive data for digital privacy
Outbound Call Center
A call center that primarily makes calls, typically sales focused
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Mobile Access
Access software remotely via mobile devices
Email Management
Manage, store and organize emails within the system or via third-party apps
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Auto-Dialer
System that automatically dials calls
For Sales Teams/Organizations
Caters to sales teams
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Benchmarking
Compare key metrics for the business against prominent players in the industry
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
For Sales Teams/Organizations
Caters to sales teams
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Quota Planning
Plan target quotas that sales representatives are expected to meet within a specific period.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Rewards Points
A type of incentive earned through making purchases in select categories.
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Territory Management
Organize customer data and accounts by user or geography
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sales Onboarding & Training
Process of training new hires by providing them with sales tools and knowledge needed to complete the job
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ratings/Reviews
Ratings/Reviews
API
Application programming interface that allows for integration with other systems/databases
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Assignment Management
Assign issues and tasks based on availability or required skills
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Signature
Digitally sign online documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Interaction Tracking
Track interaction history by documenting conversations for contacts
Product Catalog
Present a catalog of inventory that customers can view
Live Chat
Ability to chat online in real time
Sales Pipeline Management
Pipeline view and tracking lead status
Appointment Scheduling
Schedule appointments via a calendar
Email Templates
Pre-made examples and templates for emails
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Transfers/Routing
Transfer queries and organize messages between agents
Activity/News Feed
Continuous profile-based stream of news and activity
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Mobile Access
Access software remotely via mobile devices
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Contact Management
Manage, organize, and store contact information
Email Marketing
Create and send email blasts/campaigns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Fields
Customize data fields to support various needs and use cases
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Team Management
Organizing a group of people to accomplish a task
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Geolocation
Determines the location of a device using GPS or an IP address
Customizable Branding
Add customized logos and colors to align with company branding
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Import/Export
Import and export data to and from software applications
Mailing List Management
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Email Management
Manage, store and organize emails within the system or via third-party apps
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Distribution
Email Reminders
Reminders sent via email
Autoresponders
Create and automatically send premade copy in response to customer messages
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
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
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Call Transfer
Transfers live calls to other agents
Data Import/Export
Import and export data to and from software applications
Call Scripting
Provide agents with a typical response for common call subject matter
Interaction Tracking
Track interaction history by documenting conversations for contacts
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Customizable Reports
Alter the layout and content of reports
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Call Distribution
Distribute/route/connect calls
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
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
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Agent Interface
Agents can view and manage all customer requests and interactions.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Customer History
Access previous interactions or concerns to maintain customer relationships
Voice Mail
Computer-based system that allows users to send and receive voice messages
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Call List Management
Manage and track all past and future calls.
Chat/Messaging
Communicate using direct chat or messages within the system
Workforce Management
A set of processes to optimize the productivity of its employees
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Caller ID
Identify the number and contact information of a caller before answering the phone
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Lead Distribution
Route and distribute your leads to third party buyers
Workflow Management
Create, design and manage workflows for repetitive tasks
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Tracking
Track and document all activities across devices, networks, and other systems
Email Templates
Pre-made examples and templates for emails
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Sales Pipeline Management
Pipeline view and tracking lead status
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Call Distribution
Distribute/route/connect calls
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Lead Capture
Automatically identify and save contact information of potential customers
Deal Management
Defines specific deal parameters to negotiate and secure deals
Call List Management
Manage and track all past and future calls.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Call Recording
Record the audio of phone conversations for quality assurance purposes
For Contact Centers
Designed for contact centers.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Management
Ability to handle large datasets
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Chat/Messaging
Communicate using direct chat or messages within the system
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Task Management
Create, manage and track all task activities and progression
Interaction Tracking
Track interaction history by documenting conversations for contacts
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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