With these foundational customer experience automation features, you can deliver seamless, personalized experiences to every customer.
Don’t just manage your customers: Give them an experience they’ll come back for
Don’t just manage your customers: Give them an experience they’ll come back for
Centralized database
Automatically record every page visit, link click, form fill-out, purchase, sales conversation and more. No more siloed information across your tech stack or teams.
Powerful automation
Use your 360-degree view of customer data to automatically trigger personalized follow-up at the right time, across email, SMS, sales and support calls, and your website.
Unified tools
Choreograph experiences from lead capture through purchase and beyond with all your marketing, sales and support essentials working in sync — no faulty integrations in play.
Dynamic CMS
Pair your extensive data with our no-code CMS and website builder to power customer portals, forums, directories and more.
Metrics dashboard
Gain insights on every customer touchpoint so you know which efforts drive satisfaction and retention, and where you can close gaps to improve results.
Customer experience automation drives business growth
Customer experience automation drives business growth
1.6x faster growth
When marketing, digital, and CX teams are highly aligned
2x customer retention
When companies deliver a good experience by solving customer problems quickly
2.2x more likely to spend
When brands deliver a high-quality experience by communicating clearly
Source: Forrester
Personalize every touchpoint — at scale
Personalize every touchpoint — at scale
Armed with extensive data about every customer, you can deliver experiences that convert and retain them for the long run. Here are some examples.
Individualized marketing at scale
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Segment emails based on behaviors
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Show personalized offers online
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Send the right message at the right time
Personalized sales conversations
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Know which leads to contact first
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Quickly access data on their interests and actions
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Follow up based on call outcomes
Convenient customer experiences
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Offer a client portal and self-scheduling
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Tailor your membership or event site
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Build a directory, knowledge base and more
Faster support resolutions
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Quickly access customer history in one place
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View client actions chronologically
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Automate chat responses with AI
Increased high-value referrals
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Request reviews from high NPS clients
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View insights on high LTV clients
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Track and reward referrals automatically
Personalize every touchpoint — at scale
Personalize every touchpoint — at scale
Armed with extensive data about every customer, you can deliver experiences that convert and retain them for the long run. Here are some examples.
Attract
Individualized marketing at scale
check
Segment emails based on behaviors
check
Show personalized offers online
check
Send the right message at the right time
Convert
Personalized sales conversations
check
Know which leads to contact first
check
Quickly access data on their interests and actions
check
Follow up based on call outcomes
Fulfill
Convenient customer experiences
check
Offer a client portal and self-scheduling
check
Tailor your membership or event site
check
Build a directory, knowledge base and more
Retain
Faster support resolutions
check
Quickly access customer history in one place
check
View client actions chronologically
check
Automate chat responses with AI
Expand
Increased high-value referrals
check
Request reviews from high NPS clients
check
View insights on high LTV clients
check
Track and reward referrals automatically
important_devices
Marketing
- Marketing journeys
- Interactive lead magnets
- Customer loyalty programs
- Partner/affiliate portals
- Networking portals
- Microsites
- Blogs
Operations
- Event and ticket management
- Approval workflows
- Volunteer recruiting and management
- Program application management
- Vendor management
- Contract management
- Training portals
assignment_ind
Client Experience
- Service requests and fulfillment
- Customer intake
- Customer onboarding
- LMS/online course
- Customer portals
- Forums/communities
- Knowledge bases
- Surveys
- Member directories
- Support ticketing systems
headset_mic
Sales
- Sales lead management
- Leaderboards
- Consultation questionnaires
- Lead scoring/routing
- Upsell recommendations
Paul Antonelli
Founder and CEO
Dale Beaumont
Founder and CEO
Azariah Lehman
Chief Operating Officer
Resources
Resources
Features
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