Voyado Features

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.

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

System provides sufficient customization to meet business requirements

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.

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.

Manage the process of attracting and converting business prospects into leads

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

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

Manage contacts across multiple mailing lists

Access software remotely via mobile devices

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Create many versions of emails, forms, or actions and gauge which is most effective

Customize contracts and forms to collect specific information

A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.

Data quality consists of deduplication, cleansing, and appending your marketing database.

Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.

Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track delivered, received, and opened emails

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

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

Receive data and information in real time

Manage campaigns and track engagement for marketing efforts across social media channels

Create and send email blasts/campaigns

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

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

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

Track visibility and traffic from search engines

Send promotional campaigns or transactional messages via text messages

Monitor activity of individuals who visit your website using cookies

Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.

Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices.

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

Create, design and manage workflows for repetitive tasks

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

Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

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

Manage multiple campaigns in one system

Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.

Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.

Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward.

Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Track and analyze user behavior within a system or network

Analyze and gain insights into data in real-time

Track and interpret campaign performance metrics

Track and analyze information regarding website visitors

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

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Monitor the behavior of website and online store visitors

Ability to target website visitors based on behavioral patterns

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

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

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

Track the performance of different versions of templates and suggest optimizations

Recommend products based on order history and online behavior

Provide custom content to website visitors based on their online behavior

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

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

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

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

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

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

Integrate personalized content and recommendations on websites

Define customized email templates which are sent automatically

Include personalization features that are mobile-friendly and responsive

Provides native A/B testing for content and campaigns.

Allows users to build and analyze customer profiles.

Presents messaging depending on customer behavior.

Presents messaging depending on customer context.

Content triggered by customer's given geolocation.

Emails triggered by customer activity or behavior.

Messages triggered by customer activity or behavior.

Provides recommendations based on customer metrics.

Calculates and presents customized discounts.

Personalizes web experiences and presented content based on customer metrics.

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

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can act as a content marketing platform.

Can engage with customers across any device with a consistent message.

Create and send email blasts/campaigns

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

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Uses artificial intelligence to provide suggestions based on desired outcomes.

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

Easily digestible visual representations of data collected by the platform.

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

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

The ability to analyze and visually represent relevant data collected from an e-commerce store and e-merchandising tool.

Data collected from customers that can be used to better refine merchandising efforts to entice similar customers.

Provides reporting and analytics tools to quantify the results of the experiment.

Provides heatmap functionality to assess what parts of the website visitors are engaging with most.

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

Products recommended to customers based on their purchasing or viewing history.

A search function to help customers easily find products in an online store.

Tools to optimize how product images are represented on the site.

Tools to store and organize product images, videos, and 3D renderings.

Tools to optimize and organize product descriptions and other content published to an online store.

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

A means to display relevant reports and other data in one, easily accessible place.

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

Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.

Offers a flexible and customizable reward system.

Segments customers into tiers or membership groups.

Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.

Provides gamified features such as badges, achievements, and leaderboards.

Includes tools for managing and designing branded physical or digital loyalty cards.

Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.

Allows users to view and manage customer profiles within the platform.

Offers comprehensive analytics to track ROI and engagement with the loyalty program.

Supports multiple languages and currencies.

Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Database of members to track personal information of individuals and families

Track products that are for sale at a reduced price or part of coupon promotions

Create and administer polls and surveys

Strategize and implement rewards for returning customers, employees and other members

Design, communicate, and distribute incentives to perform a specific action

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

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

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

Allows for the testing of multiple variables at a time during a single test.

Conduct tests to compare performance across various versions of content (web pages, images, emails, etc.)

Allows mobile web pages to be tested during A/B experiments.

Uses AI to generate or suggest experiment variations to test website versions.

Uses AI or machine learning to automatically optimize traffic distribution between experiment variations.

Create many versions of emails, forms, or actions and gauge which is most effective

What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding.

Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing.

Requires little to no knowledge of coding. Usually this means it comes with prewritten code.

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

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

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

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

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

Capability to perform complex tasks without constant human input

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

Capability to perform complex tasks without constant human input

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

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Plan and strategize marketing campaigns

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

Provide rich media such as videos, images, carousels, cards, branded templates, etc.

Offer interactive text, buttons or suggested replies for customers to enagage with.

Provide customizable, reusable templates to ensure consistent branding across campaigns.

Enable automated RCS messaging based on triggers, workflows, or scheduling.

Provide two-way messaging, allowing customers to reply and engage in real-time conversations.

Supports transactional alerts such as reminders, confirmations, or notifications.

Provide promotional campaigns with direct website or app actions embedded in messages.

Provide a verified, branded sender profile.

Provide encryption to protect message content, ensuring secure and compliant communication.

Provide authentication mechanisms such as one-time passwords (OTP) or two-factor verification to authenticate users

Provide read receipts and delivery status indicators so businesses can confirm when messages are delivered and opened.

Offer analytics on message delivery, open rates, or campaign performance.

Provide the ability to automatically send messages via SMS or MMS when RCS is not supported, ensuring reliable delivery across all devices and carriers.

Provide AI features such as chatbots, smart replies, or sentiment analysis to enhance conversational RCS.

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

Use AI to generate personalizaed SMS copy for SMS campaigns

Uses AI to recommend products, content, offers, or experiences based on customer behavior, preferences, and historical interactions.

Uses AI to dentify and build audience segments using customer attributes, behaviors, and engagement data.

Use AI to dynamically adapt content for each visitor using behavioral, contextual, and customer data

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

Gauge satisfaction and receive information for improvement and success

Access software remotely via mobile devices

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

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Program to edit text files that renders the content in accordance with embedded markup code such as HTML

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Define levels of authorization for access to specific files or systems

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

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

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

Method of analysis that visualizes the series of events that lead towards a defined goal.

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

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

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

Track visitors'/audience's responses across web pages and other optimized content

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

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

Geographic location of visitors determines behavior of the software

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

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

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

Add customized logos and colors to align with company branding

Receive data and information in real time

Creation, administration, and evaluation of assessments or tests

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

Graphical representation of data

Apply statistical/mathematical models to sets of data

Market event via social media tools

Add customized logos and colors to align with company branding

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

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

Ability to chat online in real time

Visualize and analyze customer experience across all touchpoints and channels

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

Send messages to multiple subscribers at the same time

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

Pre-made examples and templates for emails

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

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

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

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

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

Automatically identify and save contact information of potential customers

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

Automate workflows and trigger campaigns based on customer actions

Predefined actions automatically performed on the occurance of specific events

See past and upcoming campaigns and communications in a calendar view

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

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

Import and export data to and from software applications

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

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

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

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

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

Analyze and gain insights into data in real-time

Track visitors'/audience's responses across web pages and other optimized content

Customize website features

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

Active reporting of data and metrics

Display advertising and marketing messages to users based on their browsing history and preferences

Provide personalized marketing content

Track and analyze information regarding website visitors

Process of dividing customers into groups based on common characteristics

Record customer information, purchase history, and other notes

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

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

Add customized logos and colors to align with company branding

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

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

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

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

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

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

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

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

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

Manage multiple campaigns in one system

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

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

Customize contracts and forms to collect specific information

Create and send email blasts/campaigns

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

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

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

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

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

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

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

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

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

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

Automatically identify and save contact information of potential customers

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

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

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

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

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

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

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

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

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

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

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

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

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

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

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

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

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

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

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

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

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

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

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

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Send promotional campaigns or transactional messages via text messages

Log and store the source of contacts/leads

Add customized logos and colors to align with company branding

Tool to send questionnaires to customers to gauge feedback

Online gateway through which members can access/update personal information

Plan and strategize marketing campaigns

Private online space that lets businesses securely share documents and provide information access to clients

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Create and send email blasts/campaigns

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

Manage multiple campaigns in one system

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

Record customer information, purchase history, and other notes

Market event via social media tools

Process of dividing customers into groups based on common characteristics

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

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

Accept and process customer payments for products or services using hardware and software

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

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

A report showing what actions customers perform