Contact Management, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Product, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Calculated Properties
Interaction History
Past purchases and transactions Communication channels
Reporting and Analytics
Data Analysis
Data Analysis
Trend analysis and predictive models Data visualization and dashboards Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Automated notifications and reminders
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining Automated Publisher
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization Email tracking and archiving Email templates and personalization
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
Product
Product Management
Product Management
Product Information Product Trees
Digitalisation & Technology
Technology - Basics
Technology - Basics
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