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About

Airtable is an AI-powered workflow platform that helps teams unify data, build apps, automate processes, and collaborate in one connected workspace. The platform enables users to create production-ready applications with no-code components and conversational AI app building. Airtable agents can work across large sets of records, reason over operational data, and orchestrate actions across workflows. The platform supports teams in product, marketing, project management, operations, sales, design, and creative work. Enterprise capabilities include scalable infrastructure, advanced permissions, RBAC, AI controls, provisioning, audit logs, data loss prevention, e-discovery, and data residency. Built for organizations of all sizes, Airtable helps teams connect workflows, embed AI into operations, and build business applications faster.

About

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Product teams, marketing teams, operations teams, sales teams, project managers, design teams, creative teams, enterprise teams, business operations leaders, and organizations that need no-code app building, AI agents, workflow automation, collaborative data management, enterprise governance, permissions, integrations, scalable records, and AI-powered business applications

Audience

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20/user/month
Free - $0
Team - $20 per user per month
Business - $45 per user per month
Enterprise - price on request
Free Version Supported
Free Trial Supported

Pricing

$24/month
Pipedrive offers several pricing plans to suit all business sizes and needs, which can vary based on location and plan type.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.6 / 5
design 4.6 / 5
support 4.4 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.6 / 5
design 4.7 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • I have the freedom to define different fields, filters, orders, relationships, groups and formulas to organize and analyze the data that I need. Within this platform I can easily switch between various views, as well as grid, calendar, timeline, map, and chart views, all of which I can do within Airtable to visualize my data as effectively as possible. Airtable has templates available and they are custom made for every need that I have when creating tables from scratch and not knowing where to start, this has been great to use, as well as the flexibility of its interface that has opened up the Possibility and ease of customizing dashboards to specific requirements. I like how the interface resembles a spreadsheet, but in this case Airtable has much more advanced functions where I can easily add, edit, organize or delete records, all of which can be done using keyboard shortcuts or simply using the use of drag and drop. With this it has helped me save time within my projects by increasing productivity without sacrificing functionality. I can also integrate collaborative work within this platform, where the members of my work team can leave comments, mention collaborators, receive notifications and modify the boards where Airtable shows the respective records of each member, all this happens in real time and also each user is notified by the actions made by each member who is collaborating together. I like the ability to integrate Airtable with other platforms, this gives me the advantage of being able to connect this platform with hundreds of other services and applications on other platforms that I use. This has allowed me to connect my Airtable databases to Slack, Gmail, Zapier, Mailchimp, Google Drive and Dropbox services, among others. Thus facilitating the automation of workflows, synchronizing data more quickly, being able to send emails, I have also been able to generate reports and do more work without even leaving this platform to do all this.
  • Airtable is useful to manage any type of business, I really like how flexible and customizable it is, I can handle multiple data in multiple ways since it connects or runs within a database. It's like managing a spreadsheet where you can enter various formats and be able to manipulate them to my liking. With this I have been able to create boards, calendars and other ways where I can store information to be able to display it in the style I want, and everything will be connected. With the Airtable interface I have many ways to process data in different tabs by different variables, thanks to this each data is associated to another and I don't have to make repetitive entries. The workspaces are managed separately, although all the data is interconnected within Airtable, these can be managed in workspaces for each client and for each project, in addition to the fact that each workspace has a theme as well. than his own board where he makes everything different and works the way you want. These workspaces can be shared with the corresponding users, or they can be managed completely independently, for example, I can have a work team for each project or simply carry out personal or individual projects. The calendars are also automated and by this, I mean that it is not necessary to add additional information when one is adding data to the boards such as execution dates and assigned tasks, it is simply done automatically, it also shows the people involved in each process and on each date. There are also multiple ways to display in workspaces the way work times will look, such as Gantt charts and a calendar with an overview, giving me a more personalized look by not only having a view preset by this platform, but that with the tools that Airtable gives me and the multiple applications that it has within its store, I can process the data in different ways.
  • + I have loved being able to order lists depending on the expiration date, others I also like that the status can be changed, for example: in progress, sent, etc. This in order to facilitate the work of what is finished and what is not and keep the workflow impeccable. + I have had a good user experience with its interface, it is quite didactic and simple to use since all its panel is well represented graphically depending on the functionalities. Also, I am used to Excel sheets so this made it easier for me to manage well within this platform. + It is nice to have templates which facilitates the work process depending on the type of management that is given to this platform. It is from project monitoring, calendar, launch monitoring, event planning, etc. In turn, it also adapts depending on the industry or work area in which it is located. + I can have different views that allow me to see the data in real time of my projects and thus be able to notice any mishap that is occurring at any time. This is highly valued for me because I don't miss anything that is happening within a project within this platform, so I keep everything organized without losing the workflow. + Its prices have been one of the best than other platforms, and I say this because of the variety of functions that can be used with this platform. I've generally seen other platforms limit themselves to project and task management, however, it doesn't have the wide variety of trackable properties that Airtable does. It also adapts to any area or scope of work to make things easier.
  • First and foremost Airtable assists expand productivity and efficiency across all teams. It's very beneficial for the distribution of tasks. It also helps you in creating a blueprint for projects. Its Gantt graph and table view of tasks are truly excellent.
  • The templates getting started is the best part of Airtable, Airtable sets up various use cases for you ranging from project management templates to Sales CRM and more.

Cons

  • Although Airtable is powerful for managing dashboards, that doesn't mean that it doesn't have some limitations that sometimes hinder my user experience. One of this is that under the plan there are limits on various things that can be encountered, such as number of records per database, space for attachments per database, revision history per database, contributors per database, automations per database. and integrations by base. Therefore, in most cases you have to upgrade to the more expensive plan just because a single feature is not available in a lower plan, this can be a problem for small businesses that do not find profitability in paying for a more expensive plan. There is also a complexity limit to handle spreadsheets with respective analyses. While the platform offers basic functions and formulas, it is not as powerful as dedicated spreadsheet software for doing advanced calculations or analysis. I have also faced format issues or errors while importing or exporting data from or to other formats which is frustrating and time consuming. The level of support that Airtable offers is also based on the plan chosen. So free plan users can only access the help center and community forums for support. Users on paid plans can access email support, but may have to wait for a response. Business plan users can access phone support, but may have to pay more for it, which can be a significant inconvenience for those who require immediate assistance. There is a steep learning curve. While the platform is generally easy to use, it has a wide range of features and functions that can take some time to master. Thus becoming a significant inconvenience for individuals or teams that need to start using the platform quickly. There is also a lack of security on this platform, I am aware that this platform has some security measures in place, such as two factor authentication and data encryption, it does not provide the same level of security as other enterprise level platforms. The consequence of this is that sensitive or confidential information may be exposed if a better security measure that is handled in other platforms with a high business level is not implemented.
  • Automations are limited, I can even say that I prefer to use an external platform that can do this job at a lower cost with unlimited automatable tasks and multiple steps. Since Airtable has exaggerated limits with the number of times or tasks that can be executed automatically, plus the steps are not infinite, so it is very difficult to reduce the tasks executed in several steps, instead you have to execute several tasks when the Number of steps reaches its limit. For this reason, I keep opting for other automation tools that, in addition to better integrating other applications with Airtable, also allow more actions to be performed automatically. The version for my tablet and smartphone does not compare at all when using Airtable in the browser, even the desktop version seems more appropriate and complete than it is faithful to the platform in its web version. This is disappointing because I mostly lead a very busy life where I am constantly on the go and require a platform that can move at my pace, I could use Airtable through Safari or Chrome on my tablet but this will have very slow load times having that always load the entire system, on the other hand it is very different to have the application installed where you only consult data and you will not need to download the interface, making the work much faster and more practical. For now, if I want to do more advanced procedures, I have to use my desktop to be able to use all the possible features, otherwise, if I want to use the basics, I have my smartphone or tablet, but I would like all the advanced features to be available on the apps. It does not have a dark mode, it is disappointing that at the moment they cannot make a simple function that changes the theme colors of this platform, it is disappointing that I have to use third-party applications such as a browser extension where you can have a dark mode. Having dark mode natively within Airtable will bring many benefits in that you can spend more time within the platform without eye strain, many platforms currently use it and I don't understand why they haven't implemented this feature. In addition, the Airtable team seems to not listen to the community because there are many things that have been asked to improve / add for better performance and practicality, but no answers or solutions have been received, a disappointment.
  • - It takes time to adapt when talking about full automation. You may need technical support for this work since to see an optimal result there are certain characteristics that must be understood when applying it in your day to day within your company. - I really don't understand why there isn't a field customization, sometimes I wanted to create fields to add data and it hasn't been possible. The only way I have been able to do it is by contacting technical support to be able to perform said action. That feature should be by default in most plans if it is a workaround to add it. - I would like to improve the integration with many applications. An example would be Google spreadsheets, since every change I made to the spreadsheet would be updated directly in Airtable and thus not have to pass everything manually once the work is done on another platform. This would also allow you to easily import what an employee does from a third-party platform that is not implemented in Airtable. - Somehow I have not been able to connect data between databases, this was very annoying because at the end of the day I have to replicate data from one database to another manually and this hinders the day-to-day work since that is not automated process. Please, I would like you to fix this problem.
  • I don't like the customization part and the user interface is messy on certain pages.
  • I'm not sure that Airtable does any one thing extremely well, it does have a ton of functionality but eventually gets limited to more complex use cases limiting scalability.

Pros from Real Users

Pros

  • Pipedrive is a great CRM for sales focused teams who want a CRM that is designed for creating and managing opportunities without all of the bloat and unnecessary complexity that you typically see in other CRMs. Its easy to use and makes managing sales opportunities easy.
  • It has an amazing simple & intuitive interface focused on sales pipeline management. It is also very useful for visualizing deal stages & forecasting.
  • Makes lead management easy and I like the "won" graphics on a deal. We've been using Pipedrive for years and it has been reliable. Also the tracking of emails us very useful.
  • * The plans are very flexible for any person and company, it can also be adjusted to the needs of each user who purchases a plan from this platform, since functions of superior plans can be attached to those purchased without directly acquiring a more expensive plan. which will not be used to their full potential. I really liked how they handle the plan system of this platform because it adapts very well to the functions that the end user will take advantage of, so the final price can be adjusted depending on the selected plan and in addition to the additional features that the user goes for. to need in the plan you have selected, therefore you do not pay an excessive price for a plan that will not take advantage of you and that also may have features that are only available in more expensive plans, making everything more flexible. * Its interface is very well worked, so I can say that it is very intuitive so as not to get lost in the process of learning the features that this platform offers. What caught my attention when using Pipedrive for the first time is that compared to the competitors, the functions are more organized, and it is not very difficult to get lost along the way. It goes without saying that it has a learning curve like any CRM, however, I can mention that despite that it is not so cumbersome to be able to learn the functions and tools it offers, but I will leave the negative aspects of this section in the negative aspects. But in short, it seemed to me a very clean platform so that the end user does not have problems when implementing Pipedrive to their work environment or a company adds this platform for the definitive CRM. * The resources of this platform are very good and complete; I have learned a lot about Pipedrive and its complete management of almost all its tools that it offers me. It also has a solid community which has allowed me to further optimize my work by applying certain techniques that have made it easier for me to integrate other platforms into Pipedrive and not have to move information manually. In addition, since I am mentioning the integration with other platforms, this reminded me of how complete your documentation is in relation to being able to connect them through your API, this helped me a lot so that I have control over the handling of information between platforms, being able to create my private apps within Pipedrive and have everything work as planned.
  • The chatbot makes it much easier to have a communication while the clients are not available or are waiting, this solves a lot when looking for quick solutions to the doubts of each client. In addition, you can keep track of this conversation, so you can track everything the client needs and when a staff responds, they can provide solutions in advance, making the job more efficient and quickly. The integration it has with various platforms such as marketing is really very complete, it is also very complete when wanting to integrate a platform that optimizes all the work such as Zapier and also it is not necessary to forget that a communication platform can be integrated and thus facilitate Being able to communicate with customers and employees on both platforms bilaterally. So there will be no problem at the time of having a platform for a specific job and it is not necessary to change the platform for this to end, but rather it adapts to whatever platform you are using in your company. Its platform is intuitive and also in the web version it is free of errors, so it loads very quickly. In addition, it is very easy to use this CRM platform without any problem since any user can access and use it with little knowledge of CRM. Its API is also very complete and easy to use, so if you want to integrate more things through its API, you can do so. I am attaching this. Its documentation for the API is very complete, so it is very easy for IT to understand all the documentation that this platform provides The reports are very complete and also customizable, so there will be no need to use external tools to perform this task, and it also produces good results using this platform. This is essential for me and my company to be able to have a good analysis of the results through the reports generated with Pipedrive, even more so when I can customize what information will be displayed within the reports.
  • + Complete, intuitive and easy interface to manage, organize and customize. In addition, it integrates very well with many platforms, in case you need automation, project management platforms, team chats, cloud storage, video conferences and more are available. You just have to look for availability and what is best suited. It is very easy to understand its functionalities and also does not require much experience with CRM-type platforms to fully use Pipedrive, with basic knowledge it is possible to understand this platform and have good sales management for your company. + I have the ability to sign documents without having to use another platform or integration that allows me to do this type of work. It has been very useful when I need to approve documents with my consent and I want to do everything digitally to speed up the process. I also found it useful when signing contracts with clients that are very remote from my location, allowing ease and accessibility for everyone by not having to require documents to be signed manually. + I like that I can synchronize emails from other platforms like Gmail or my company's emails to have everything in one place and thus be able to send and receive emails within this platform without having to leave. This made it easier for me to be able to apply the templates more easily to my emails created within this platform since I have organized several templates and depending on the need or the client I have different reasons which I can edit and send without having to leave Pipedrive. + Multiple ways to import customer contacts, both from a database and from emails, as well as from another CRM platform. With Pipedrive there will be no problems having all your company's contacts, since it has several ways to import contacts. It has worked for me to import contacts from other platforms which do not have direct integration with Pipedrive, so it has been a good solution for me.
  • Pipedrive is an excellent service to be able to improve the CRM system of any company. I really liked that this platform is capable of registering all the contact information of a client in an automated way. This platform has excellent compatibility and connection with another campaign system. advertising, as well as it has an excellent synchronization system with our sales platform, so every time we get a new client within the campaigns or within our sales platform, they are automatically registered within this CRM platform, all Contacts data is automatically transferred by this system so we can have this in the database, this is fantastic as we will never lose contact with potential customers, we will always have direct contact through various ways. I also like what this platform allows me to monitor in real time each of the customer service that is occurring at a specific moment, within this platform I can view in real time and monitor each of the negotiations that are taking place in my company, since in this company we have many agents in charge of sales, therefore, this main panel helps me monitor and know the active negotiations. In addition, I liked the fact that what is stupid does not allow me to know that people are serving the customer, I can see the progress of this negotiation in real time, and I can also see all the communication they have had since the negotiation began.
  • This software hits exactly where it needs to. You can do all the features that you want with open source integration, without any of the obscene technical skills needed for other platforms.
  • It enables transparent sales pipeline view board. It has an appealing user interface. It offers pre-defined sales triggers and lead management. Extracts lead from multi-channels ( Email, SMS )marketing. Its scheduled email marketing works great. Easy to get connect with clients.
  • It's a comprehensive package to manager your leads to opportunities. You can customise the stages of opportunities as per your requirement. The sales forecasting is great.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Airtable
Founded: 2013
United States
airtable.com

Company Information

Pipedrive
Founded: 2010
United States
www.pipedrive.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com

Categories

Agentic AI Supported
AI Agents Supported
AI App Generators Supported
AI Automation Supported
Collaboration Supported
Contact Management Supported
Content Marketing Supported
CRM Supported
Database Supported
Lead Management Supported
Product Management Supported
Project Management Supported
Real Estate CRM Supported
Task Management Supported
Work Management Supported

Categories

AI CRM Supported
AI GTM Supported
Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
Conversational AI Supported
CRM Supported
Demand Generation Supported
Financial CRM Supported
Go-To-Market Supported
Healthcare CRM Supported
Hotel CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Capture Supported
Lead Generation Supported
Lead Management Supported
Lead Nurturing Supported
Legal CRM Supported
Live Chat Supported
Nonprofit Supported
Real Estate Agency Supported
Real Estate CRM Supported
Sales Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Social CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Not Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Not Supported
Segmentation Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Content Marketing Features

Audience Targeting Not Supported
Brand Management Supported
Campaign Management Supported
Categorization / Grouping Supported
Conversion Tracking Not Supported
Distribution Management Supported
Editorial Calendar Supported
Multi-Channel Publishing Supported
Publish Scheduling Supported
SEO Management Supported
Social Media Management Supported
Video Management Supported

Database Features

Backup and Recovery Supported
Creation / Development Supported
Data Migration Supported
Data Replication Supported
Data Search Supported
Data Security Supported
Database Conversion Supported
Mobile Access Supported
Monitoring Supported
NOSQL Supported
Performance Analysis Not Supported
Queries Not Supported
Relational Interface Supported
Virtualization Not Supported

Digital Asset Management Features

Asset Categorization Supported
Asset Library Supported
Asset Sharing Supported
Brand Control Not Supported
Customizable Branding Supported
File Conversion Not Supported
Metadata Management Supported
Mobile App Not Supported
Reporting/Analytics Not Supported
Search Within Document Supported
Search/Filter Supported
Version Control Supported
Watermarking Not Supported
Workflow Management Supported

Product Management Features

Collaboration Supported
Feedback Collection Supported
Idea Management Supported
Milestone Tracking Supported
Prioritization Supported
Product Roadmapping Supported
Release Management Supported
Requirements Management Supported
Resource Management Supported
Workflow Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Not Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Not Supported
Segmentation Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Conversational AI Features

Code-free Development Supported
Contextual Guidance Supported
For Developers Supported
Intent Recognition Supported
Multi-Languages Supported
Omni-Channel Supported
On-Screen Chats Supported
Pre-configured Bot Supported
Reusable Components Supported
Sentiment Analysis Supported
Speech Recognition Supported
Speech Synthesis Supported
Virtual Assistant Supported

Customer Communications Management Features

Batch Communications Supported
Chat / Messaging Supported
Content Management Supported
Email Distribution Supported
Interactive Content Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Supported
Template Management Supported
Video Content Supported

Customer Engagement Features

Analytics Supported
Churn Management Supported
Communication Management Supported
Community Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Supported
Live Chat Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Not Supported
Campaign Management Supported
Marketing Automation Not Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Not Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Lead Nurturing Features

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Not Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Supported
Third Party Integration Supported
Transfers / Routing Supported
Website Visitor Tracking Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Not Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Email Marketing Supported
Flyer / Catalog Printing Not Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Supported
Training Management Not Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

Integrations

Clawdi Supported
CorralData Supported
Coworker.ai Supported
FlowMate Supported
Formstack Supported
Google Calendar Supported
GrowthHackers Workflow Supported
Hightouch Supported
Jotform Supported
NoCodeAPI Supported
Outfunnel Supported
Parsio.io Supported
Ply Supported
Rows Supported
Seekwell Supported
Stackreaction Supported
VoiceDrop Supported
Wufoo Supported
actiondesk Supported
involve.me Supported

Integrations

Clawdi Supported
CorralData Supported
Coworker.ai Supported
FlowMate Supported
Formstack Supported
Google Calendar Supported
GrowthHackers Workflow Supported
Hightouch Supported
Jotform Supported
NoCodeAPI Supported
Outfunnel Supported
Parsio.io Supported
Ply Supported
Rows Supported
Seekwell Supported
Stackreaction Supported
VoiceDrop Supported
Wufoo Supported
actiondesk Supported
involve.me Supported
Claim Airtable and update features and information
Claim Airtable and update features and information