Page Comparison

Automatic Voicemails

The solution helps sales representatives to record and set up automated voicemails. It allows uploading and saving pre-recorded message files.

Sales Manager

Built-in Caller

The solution provides a built-in telephonic caller to click directly and make calls to the contacts without leaving the application.

Call Logs

The solution automatically logs all incoming and outgoing calls. It also has provisions to manually log a call and map it to an existing lead or create a new lead.

Call Popup

The solution provides a call pop-up window to add notes, create follow-up tasks, or assign the contact to another sales representative.

Call Reminders

The solution allows setting reminders for upcoming calls and sends alerts for missed ones.

Call Scheduling

The solution allows scheduling phone calls at a later date, including offering an at-a-glance view of oneself and teammates' call schedules.

Call Tagging

The solution allows assigning each call a custom tag to sort calls into categories or identify call types.

Call

Future

Canned Responses

The solution provides pre-determined email responses to commonly asked questions for support agents to reply to prospects quickly.

Email

Direct Email Communication

The solution provides a standard email configuration to send and receive emails directly from the solution itself.

Email

High

Done

Email Association with CRM Records

The solution automatically associates all incoming and outgoing emails with the respective contact record and allows instantly replying to emails, sharing quotes, adding follow-ups, and making notes.

Email

Email Client Integration

The solution enables integrating popular email clients such as Gmail and Outlook to send and receive emails directly from the email client itself.

Email

Email Scheduling

The solution allows scheduling emails to go out at a specified date and time and facilitates choosing from several pre-selected times or even a custom time period. It enables editing the scheduled emails before delivery.

Email

Marketing

Email Status

The solution provides real-time notifications for sent emails whenever a prospect opens an email or set follow-up reminders.

Email

Marketing

Email Templates

The solution offers pre-built email templates or helps create a template from scratch to send mass emails to leads/contacts as a campaign or trigger a workflow rule.

Email

Marketing

Mass Email

The solution allows sending individual and personalized emails to campaign members and recipients on contact and lead lists.

Email

M

Artificial Intelligence in Email Management

The solution uses Artificial Intelligence to analyze email text in real-time and suggests tasks and email responses. It helps to deliver emails to the prospects when they are likely to engage.

Email

Future

Sales

SMS Analytics

The solution provides insights into the text messages' performance, including analyzing which templates received higher responses from the target customer base.

SMS

Future

Sales

SMS Interaction

The solution allows reaching prospects and customers through SMS and sending them personalized texts using the data stored in the CRM.

SMS

SMS Scheduling

The solution allows scheduling the text messages as per the time zone of the customers and prospects.

SMS

SMS Templates

The solution allows creating text message templates and save them for later use.

SMS

Activity Reports

The solution provides out-of-the-box customizable reports to view the Emails, Phone Calls, Tasks, and Appointments associated with team members.

API Usage Dashboard

The solution offers dashboards to track the company's account API usage and get information about the API consumers, API usage pattern, average daily usage, usage access points, and the API methods being used.

Future

Call Analytics

The solution provides visualizations and reports to help visualize call data and measure the sales team's performance.

Charts and Visualizations

The solution allows for generating interactive charts with drill-down capabilities, customized to visualize large quantities of data graphically. It offers multiple visualizations such as Bar, Line, Funnel, Table, Column, Donut, Pie chart, Area maps, Heat maps, etc.

Customizable Dashboard

The solution provides a visual drag-and-drop editor to customize the dashboard with charts, reports, or engagement analytics.

Dashboard Sharing

The solution allows users to share their dashboards with others, export them as a PDF, or set schedules to send it to selected users via email.

Deal Reports

The solution helps generate detailed reports such as deals closed in the current month, daily revenue, sales stages, etc.

Pre-built Reports

The solution provides an array of pre-built report templates to get a snapshot of sales performance, track milestones, or drill-down using saved searches and filters. It is also possible to set up re-useable templates using KPIs to be used later.

Report Sharing

The solution enables exporting reports as PDF, XLS, or CSV files, or by scheduling automatic delivery on a recurring basis.

User Homepage or Dashboard

The solution offers a user homepage or dashboard, displaying a customizable summary view of the assigned leads, opportunities, tasks, alerts, gadgets, recent activities, recommendations, visualizations, etc.

High

Sales