-
Reporting
-
Activity KPI tracking
- # of calls, meeting
- Smartview
-
Custom Data Collection
-
Custom fields
- lead
- contact
- opportunitites
- Custom activities
- Leaderboards + User comparisons
-
Opportutniy funnel
-
Robust filtering
- smartview
- study type
- user
- Status change
- Customizable report
-
Integration
-
Zapier
- Connect custom fields vs custom activities field
- Open but not information overload
-
Website
- Form submission data
-
Other third party tools
- Lemlist
- Woosender
- Docusign
-
Project Management
- Assign
- Reminder
- Pipeline management
- Notifications
- Mobile app
-
Automation
- Multi-channel sequence
- Smart view based bulk-change
-
Communication
-
Email
-
Sync Gmail, Outlook, and more
- Select sender
- Sharerable templates
-
Bulk email
- based on smart view
- Snooze, schedule, remind email
-
Call
- Built-in call
-
Call Coaching
- Listen, whisper, or barge for new rep
- Call recording
- Call activity report
-
SMS
- Built-in sms
- API bulk texting
- Sequence
-
Meeting
- Zoom + Close Sync
- Meeting reminder
- Task
-
Details
- https://docs.google.com/spreadsheets/d/1-x-_jLmqFOYlM2AkhITEOC92DMrcJAUbKTMRWdFjPAQ/edit?usp=sharing