SalesCaptain Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Allows inflow of requests through various digital channels such as email, social media, etc.

Allows users to access the software using mobile devices.

Provides queue management in case of increase in case/call inflow.

Allows distribution of incoming calls to agents.

Allows users to request a call back.

Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Allows automatic distribution of incoming calls to the agents.

Transfers live calls to other agents

Manage, organize, and store contact information

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Create and administer polls and surveys

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

Manage and track all past and future calls.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

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

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

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

Pipeline view and tracking lead status

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

Track and manage schedules and meetings via an integrated calendar

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

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

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

Predict future data based on historical data sets

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

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

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

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

Receive data and information in real time

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

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

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

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Provides a forum for customers to give feedback and data storage for company analysis.

Allows users to get real-time information on competitors performance and reputation.

Gives users greater visibility into the how feel and respond to reputation gaining tactics.

Evaluating strengths and weaknesses of companies with the same target audience

Provides tools with enhanced filtering and correlation between revenue and reputation.

Helps monitor the overall performance of marketing efforts and brand establishment.

Provides a centralized hub and management tools for all data points related to online reputation.

Helps track and monitor social media trends and interactions.

Helps manage social messaging and measures the full impact of social campaigns.

Automatically monitor and receive alerts for any new online reviews

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

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

Optimize and manage the search engine optimization efforts for a website or digital content

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Identify, track, and respond to negative feedback

Track and monitor a specific set of keywords

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

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

Engage in direct, instant messaging with consumers

Allows users to customize chat colors, text, logos, and branding.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Enables users to place phone calls over the internet.

Enables users to place video calls over the internet.

Enables users to send instant messages over the internet.

Enables multiple users to make phone or video calls over the internet at once.

Enables users to contact one anothers through mobile phones and landlines.

Send messages via SMS

Communicate using direct chat or messages within the system

Record and playback video calls

Presenter can see and hear participants and vice versa

Enables the connectivity to send and receive calls over the internet

Offers users the option to play music for contacts who are on hold.

Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.

Offers users a unique number that can be dialed from anywhere.

Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.

Allows users to download the tool along as an extension to their browser of choice.

Requires users download the software on its own.

Records calls for future reference.

Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement.

Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers.

Manage, organize, and store contact information

Allows users to take notes during or after the call for future reference.

Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer.

Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Software program that continuously adjusts its behavior based on observed data

Mapped-out responses for conversations.

Artificial intelligence (AI) and chatbot involvement.

Chat with your counterparts over the video in real time

Quality of interface for designing and customizing conversation maps.

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

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

Conversations enacted through embedding or pop-ups on websites.

Conversations enacted through text message (SMS).

Conversations enacted through voice assistants.

Conversations enacted through other channels.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Software incorporates multiple digital communications channels.

Allows incorporation of inbound contacts from non-marketing channels.

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Creation and modification of customer profiles based on conversations.

Reporting based around specific and overall conversation results.

Capture and organization of leads from conversations.

Success rate of conversations leading to customer purchases.

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

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Software program that continuously adjusts its behavior based on observed data

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

Enables users to send mass text message campaigns

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Provides automatic text message replies to recipients

Provides automatic URL shortening to use less characters via text

Sends out multimedia via text messages, such as coupons, pictures, and audio

Offers features for personalizing text messages based on customer information or past behavior

Allows users to establish automated workflows and triggers to deliver transactional text messages

Shorten long links into custom or branded links

Send messages via SMS

Send individual or bulk text messages at predetermined times

Communicate using direct chat or messages within the system

Send and receive text messages to communicate with clients or prospects in real-time

Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps.

Outbound communications are segmented and personalized.

Inbound contacts are identified and handled based on history.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Send messages, notifications, or documents to an entire customer base at the same time

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Generate personalized communications upon request to meet customer needs

Allow the audience to interact or engage with the content

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

Provides pre-built or customizable performance reports

Automate workflows and trigger campaigns based on customer actions

Offers a white labeling service for agencies or resellers to customize platform branding

Text enables landline phones so users can receive text messages sent to an existing business number

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Matrix barcode that stores information

Allow managers/supervisors to monitor calls for quality assurance purposes.

Allows managers/supervisors to evaluate the performance of agents.

Active monitoring of systems, applications, or networks

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

Allows supervisors/managers to record and review telephone conversations of agents.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Track and report on all incoming and outgoing calls

Active reporting of data and metrics

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

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

Create proposals based on costs of labor and materials

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

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

Simulates human-like speech from text inputs.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

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

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Process and analyze human language in text or audio form

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Contains PBX & VoIP softphone that can be used within the VoIP business system.

Manages incoming calls with features such as call forwarding, transferring, and routing.

Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.

Enables integrations with communication and CRM platforms.

Provides compatibility with both hosted and virtual PBX solutions.

Supports SIP trunking services for local and long-distance calls.

Manage, organize, and store contact information

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track all past and future calls.

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Monitor wait time and abandonment for incoming requests that have not been routed

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

Computer-telephony integration is the use of computers to manage telephone calls

Active monitoring of systems, applications, or networks

Listen to live phone conversations for the purpose of training and assessing agent performance

Create, design and manage workflows for repetitive tasks

Integration with third-party call center software

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Plan and strategize marketing campaigns

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Integration with third-party CRM systems

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

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Computer-telephony integration is the use of computers to manage telephone calls

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Form predictions based on past and present data/trends

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Uses AI to automate audience targeting, SMS message personalization, and performance optimization.

Use AI to generate personalizaed SMS copy for SMS campaigns

Ability to chat online in real time

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alter the layout and content of reports

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Distribute/route/connect calls

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Access names, contact information, and roles of employees in a centralized repository

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

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

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

Provide agents with a typical response for common call subject matter

Active reporting of data and metrics

Record the audio of phone conversations for quality assurance purposes

Analyze and gain insights into data in real-time

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

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

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

System that automatically dials calls

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

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

Transfers live calls to other agents

Track and report on all incoming and outgoing calls

Collects essential call data such as call origin, call destination, call length, and other transaction details

Computer-based system that allows users to send and receive voice messages

Identify the number and contact information of a caller before answering the phone

Access software remotely via mobile devices

Schedules callback times

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

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

Track interaction history by documenting conversations for contacts

Sends voice calls to a specific queue based on predetermined criteria

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

Connect with meeting participants remotely over video

Facilitate virtual conferences that connect multiple people remotely

Track and report on call outcomes

System calls multiple numbers at once and connects the agent to the first number that answers

Filters used to determine different types of malware threats

Record the audio of phone conversations for quality assurance purposes

Store caller information within an accessible database

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Place/receive calls through voice over IP connection

Turns text into natural sounding speech

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

Place callers on hold sorted in line based on the order of the incoming calls until the next available agent can pick up the call

View caller ID details such as name and number and determine how to respond by prioritizing or blocking it

Define levels of authorization for access to specific files or systems

Transmit voice and other information digitally

Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration

Transcribe voicemail audio messages to written text that is sent over email

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Monitor and collect information from social media based on specific keywords

Process and analyze human language in text or audio form

Designed for contact centers.

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

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

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

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

Use AI to convert voice into text automatically

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Visually identify direction of development and areas that require attention

Allow users to create, edit, and sort multiple notes

Measures the retention rate and satisfaction of customers.

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

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

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Define levels of authorization for access to specific files or systems

Track and report regulatory data to either internal management or external stakeholders

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

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Helps understand a user's intentions/actions

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Arrange tasks based on the level of priority or urgency

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

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

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

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

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

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

Store and organize documents in a centralized system

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

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

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

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

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

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

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

Operate/access software on iPad Devices

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

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

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

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

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

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

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

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

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

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

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

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

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

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

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

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

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Ability that lets users rebrand the software to make it look like their own

Track the usage of certain hashtags

Share internal and external reviews on social media platforms

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

Predict future data based on historical data sets

Encourage your customers to promote your company by providing materials, tools, and reward programs

Automatic reply functionality for incoming messages

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

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

Enables employees to promote their company by supplying them with materials, tools, and reward programs

An extended application or connector that enables users to perform additional services with their current set of tools

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

Automatically calculate score after the assessment

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

Alter the layout and content of reports

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

Customize data fields to support various needs and use cases

Allows businesses to request reviews from their customers

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

Analyze and gain insights into data in real-time

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

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

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

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

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

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

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

Shortcuts for inputting frequently used messages

Gauge satisfaction and receive information for improvement and success

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

Transfer queries and organize messages between agents

Geographic location of visitors determines behavior of the software

Track interaction history by documenting conversations for contacts

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

View messages sent by both parties during the chat conversation

Store and organize documents in a centralized system

Digitally share screen view with others

Manage, organize, and store contact information

Create and automatically send premade copy in response to customer messages

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Access software remotely via mobile devices

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

Form to collect visitor contact information when live chat isn't available

Active monitoring of systems, applications, or networks

Allow customers/users to submit support queries and service requests

Public or private sharing of digital files such as documents, audio/video, images, and more

Customize data fields to support various needs and use cases

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

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

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

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

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Send messages via SMS

Manage various aspects of appointments including booking, rescheduling, canceling

Communicate using direct chat or messages within the system

Active monitoring of systems, applications, or networks

Route and distribute your leads to third party buyers

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

Import and export data to and from software applications

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

Receive data and information in real time

Send and receive messages in real-time via an online communication channel

Add customized logos and colors to align with company branding

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

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

Create and automatically send premade copy in response to customer messages

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

Process of dividing customers into groups based on common characteristics

Send personal messages to clients or attendees

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

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

Automatically identify and save contact information of potential customers

Schedule appointments via a calendar

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

Predefined actions automatically performed on the occurance of specific events

AI-based platform which conducts a conversation via auditory or textual methods

Group messaging lets multiple people carry on a group conversation

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

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

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Gauge satisfaction and receive information for improvement and success

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

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

Set campaign schedules by selecting start, pause, and end dates

Monitor and manage customers' perceptions about a business, product, or service

Enable custom polls/voting to facilitate decision-making or increase engagement

Track and manage adherence to policies for any service, product, process, or supplier

Process of dividing customers into groups based on common characteristics

Create landing pages or online forms designed to capture new leads and prospects

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

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

Messaging system designed for contests and sweepstakes

Electronic coupons delivered to a mobile device that can be exchanged for a discount

Process and analyze human language in text or audio form

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

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

Manage, organize, and store contact information

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

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

Track and monitor a specific set of keywords

Manage multiple campaigns in one system

Send messages to multiple subscribers at the same time

Track interaction history by documenting conversations for contacts

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

Manage user consent requests and documents

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

Track the number of open emails, messages, and texts for any campaign

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

Automatic reply functionality for incoming messages

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

Sample files or documents that could be customized as needed or used as is

Create and manage surveys

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

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

Customize data fields to support various needs and use cases

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

Notifications via mobile devices

Automatically create schedules based on business needs or employee availability and qualifications

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

Sending/receiving messages with multimedia content like images, audio, or video over a cellular network

Predefined actions automatically performed on the occurance of specific events

Unique word that contains letters or numbers that identifies specific campaigns

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

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

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

Create and automatically send premade copy in response to customer messages

Create and administer polls and surveys

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

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

Build applications without the use of code

Track revisions and updates made to files and navigate between different versions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Model the varying behavior of a system over time through diagrams

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

Store and save retrievable data

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

Manage a growing amount of work to meet increased demand without compromising performance

Manage budgets, track and optimize spending and align capacity to workload demand

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Identify which applications need to exchange data and enable these data connections

Flexible architecture allowing tailored configurations

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Tools for the systematic analysis of various types of data or statistics

Helps understand a user's intentions/actions

Interprets what a user is doing based on context and helps guide them through the process.

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Bots that work alongside humans on tasks that cannot be fully automated

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

Used as a promotional or demonstration tool in sales and marketing presentations

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

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

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

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Track and manage adherence to policies for any service, product, process, or supplier

Automatic reply functionality for incoming messages

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

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

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Program systems that assist users with their daily administrative responsibilities

AI-based platform which conducts a conversation via auditory or textual methods

Train your system to interpret and transcribe voice messages

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

Create, manage and track all task activities and progression

Initiate interactions with customers by proactively starting conversations or providing informational content

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Streamlining repetitive tasks and activities through automated and predefined workflows

Managing and resolving errors that occur during program execution to maintain stability

Communicate using direct chat or messages within the system

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

Add customized logos and colors to align with company branding

Record the audio of phone conversations for quality assurance purposes

Create and automatically send premade copy in response to customer messages

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

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

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

Send messages via SMS

Gauge satisfaction and receive information for improvement and success

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Track and manage adherence to policies for any service, product, process, or supplier

Manage and support multiple languages

Track interaction history by documenting conversations for contacts

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

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

Create, design and manage workflows for repetitive tasks

Access previous interactions or concerns to maintain customer relationships

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

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

Supports various video file formats

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

Organize, prioritize, and manage incoming communications

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

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

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

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

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

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

Communicate using direct chat or messages within the system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Access previous interactions or concerns to maintain customer relationships

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

Analyze and gain insights into data in real-time

Collects essential call data such as call origin, call destination, call length, and other transaction details

Alter the layout and content of reports

Receive data and information in real time

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

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

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

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

Ability to chat online in real time

Provide agents with a typical response for common call subject matter

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

Computer-based system that allows users to send and receive voice messages

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

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Send messages via SMS

Schedules callback times

Identify the number and contact information of a caller before answering the phone

System calls multiple numbers at once and connects the agent to the first number that answers

Gauge satisfaction and receive information for improvement and success

System that automatically dials calls

Set of pre-recorded messages for candidates that can be shared before, during and after the video interview

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

Track interaction history by documenting conversations for contacts

Track and report on call outcomes

Manage the process of planning and scheduling meetings, including agenda creation

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

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Route and distribute your leads to third party buyers

Create, design and manage workflows for repetitive tasks

Organize and manage the accomplishments and development of employees or performance of applications or systems

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

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

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

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

Pre-made examples and templates for emails

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

Customize data fields to support various needs and use cases

Pipeline view and tracking lead status

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

Distribute/route/connect calls

Listen to live phone conversations for the purpose of training and assessing agent performance

Automatically identify and save contact information of potential customers

Defines specific deal parameters to negotiate and secure deals

Manage and track all past and future calls.

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Record the audio of phone conversations for quality assurance purposes

Designed for contact centers.

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

Ability to handle large datasets

Track and manage schedules and meetings via an integrated calendar

Communicate using direct chat or messages within the system

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

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

Create, manage and track all task activities and progression

Track interaction history by documenting conversations for contacts

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