Contact Management, Marketing Automation, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Projects, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Auto-Formatting
Interaction History
Notes and comments on customer conversations
Marketing Automation
Email Marketing
Email Marketing
Automated follow-up emails
Reporting and Analytics
Data Analysis
Data Analysis
Data visualization and dashboards
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management 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 templates and personalization
System Integrations & Addons
Integration with other business systems Data exchange and synchronization API connectivity for custom integrations Customer Portal
Customization
Customized properties Labels, tags and categories Team Management
Projects
Administration
Administration
Project Registration Project Control Hours Registration
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor
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