Sales & Marketing Automation Tool
Feature Guide
Drive more leads | Convert leads to sales | Optimize your entire funnel
Buyer Personas
Build personas to segment your leads and deliver ultra-personalized content.
Automated Email
Marketing
Trigger personalized emails based on leads’ actions and interests.
Lead Scoring
Identify hot prospects and reach out to sales-ready leads.
Dynamic Lists/ Segmentation
Automatically update lists as contacts meet certain criteria.
Campaign Tracking
View end-to-end conversion cost vs. revenue to measure true ROI.
Behavior Tracking
Automatically track every lead interaction, from first site visit to final sale.
Contact Manager / CRM
Easily manage leads, contacts and customers with robust records, including a complete timeline of engagement.
Sales Notifications
Text or email the sales team when leads are ready to buy.
Custom Reports & Cloud Dashboards
Drag, drop, and display the metrics that matter most so results are always top of mind.
Visual Workflow Builder
Visualize the buyer’s journey, and build automations to move leads down the funnel.
Meetings
Eliminate “What time works best for you?” conversations with integrated scheduling.
Chatbots with Live Chat
Engage, nurture, and drive 24/7 conversions from your website with context aware chatbots.
Video Calls with Screen Sharing
Simplify remote sales and collaboration with oneclick in-app video calling.
Shopping Cart
Automatically record online transactions and attribute those sales for end-to-end ROI on your eCommerce marketing.
Sales Optimizer
Control the quality and cadence of all sales communication with powerful sales automation features.