Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Projects, Service & Staff, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management Duplicate automation Auto-Formatting Calculated Properties
Interaction History
Notes and comments on customer conversations Past purchases and transactions Communication channels
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification Lead scoring and prioritization Lead assignment to sales teams Automatic lead rotation
Opportunity Management
Sales pipeline tracking Quotations and proposals CPQ
Marketing Automation
Email Marketing, Events, Campaign Management
Email Marketing
Creating and managing email campaigns Automated follow-up emails Email tracking and analytics
Events
Sponsorship Management
Campaign Management
Target audience segmentation and targeting (ABM) Planning and executing marketing campaigns A/B Testing
Recording and tracking customer queries and issues Ticket prioritization and escalation Solution history and notes
Self-Service Support
Knowledge base with frequently asked questions
Complaint Management
Complaint registration and follow-up Escalation procedures Customer satisfaction surveys
Reporting and Analytics
Performance Reports, Data Analysis
Performance Reports
Sales performance and results
Data Analysis
Customer segmentation and audience analysis Data visualization and dashboards Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management Calendar integration and scheduling Automated notifications and reminders
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization Email tracking and archiving
System Integrations & Addons
Integration with other business systems Data exchange and synchronization API connectivity for custom integrations Document Management Payment Platform Customer Portal
Customization
Customized properties Labels, tags and categories Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
Voice / VOIP
CCC-Tooling
Snippets Coaching
Product
Product Management, Content creation
Product Management
Product Information Product Trees
Content creation
FAQ/ Helpcenter
Projects
Administration
Administration
Project Registration Project Control Hours Registration
Service & Staff
Registration
Registration
Service Contracts Service Objects & Locations
Digitalisation & Technology
Technology - Basics
Technology - Basics
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