| Contact management |
✔️ |
✔️ |
| Internal social network |
✔️ |
|
| Newsletter mailing |
✔️ |
|
| Newsletter management can be integrated into website |
✔️ |
|
| Send and receive e-mails |
✔️ |
|
| Email history |
✔️ |
|
| Opt-in spam filter (email sender must confirm that it is a human) |
✔️ |
|
| Contact history |
✔️ |
|
| E-mail standard templates |
✔️ |
|
| Email Template Designer |
✔️ |
|
| Custom fields and tags |
✔️ |
|
| Cloud storage |
✔️ |
|
| Mark contacts as "VIP" |
✔️ |
|
| Receive an SMS when a "VIP" contact receives an e-mail |
✔️ |
|
| Contact stamp as a reminder to follow up |
✔️ |
|
| Dates |
✔️ |
✔️ |
| notes |
✔️ |
✔️ |
| Ticket system with public portal |
✔️ |
|
| One Click™: Search and import addresses in the public phone book |
✔️ |
|
| One Click™: Introduce two contacts to each other |
✔️ |
|
| SMS to users when important or urgent emails arrive |
✔️ |
|
| Deduplication |
✔️ |
|
| Feed and social media posts to the team |
✔️ |
|
| Manage mail digitally |
✔️ |
|
| Idea management |
✔️ |
|
| Password safe |
✔️ |
|
| Management of events and functions |
✔️ |
|
| Track the status of tasks |
✔️ |
|
| Blog Post Idea Manager |
✔️ |
|
| Manage, open, comment on all reminders, notifications, tasks in the feed |
✔️ |
|
| Gamification & motivation: automatic awards for employees |
✔️ |
|
| Translating emails into the customer's language using AI |
✔️ |
|
| GPT-generated responses to incoming emails |
✔️ |
|
|
FollowUp ideas: AI-generated text suggestions to follow up with customers
|
✔️ |
|
| Emails: Follow up texts with AI |
✔️ |
|
| Form letters |
✔️ |
|
| Blog and social media text generator |
✔️ |
|
| Read PDF files aloud |
✔️ |
|
| Translate Powerpoint, PDF, and Word files |
✔️ |
|
| Voicemail-to-Written Task |
✔️ |
|
| Edit documents online |
coming soon |
|
| AI-based news feed sorting according to importance of elements |
✔️ |
|
| AI image generator |
✔️ |
|
| Mail templates with inserts |
✔️ |
|
| Personnel administration |
✔️ |
✔️ |
| Create invoices |
✔️ |
✔️ |
| Send invoices quickly using a mail template |
✔️ |
|
| Payment with Swiss QR code |
✔️ |
✔️ |
| Payment with international QR code |
✔️ |
|
| Payment with Paypal |
✔️ |
|
| Payment with credit cards |
✔️ |
|
| Invoice design workshop |
✔️ |
✔️ |
| Create offers |
✔️ |
✔️ |
| Accept offer online |
✔️ |
|
| Sales-optimized chat bot for non-acceptance |
✔️ |
|
| Collections |
✔️ |
|
| Create collections |
✔️ |
|
| Public portal with public collections |
✔️ |
|
| Customizable collection types with own fields for internal processes |
✔️ |
|
| Individual task status plans depending on collection type |
✔️ |
|
| Tasks / Task management |
✔️ |
✔️ |
| Share tasks |
✔️ |
|
| Subscribe to tasks |
✔️ |
|
| Read tasks |
coming soon |
|
| Tasks resubmission with reminders in the feed |
✔️ |
|
| File incoming emails as a task |
✔️ |
|
| Share emails as a task |
✔️ |
|
| Tasks deadlines and dates |
✔️ |
✔️ |
| Sign tasks |
✔️ |
|
| Request digital signatures |
✔️ |
|
| Tasks Escalation levels |
✔️ |
|
| Organize tasks into collections |
✔️ |
|
| Delegate tasks / assign to employees |
✔️ |
|
| Task address book |
✔️ |
|
| Task Chat |
✔️ |
|
| Assign effort and material to tasks |
✔️ |
|
| Invoice expenses and material from tasks |
✔️ |
|
| File gallery in tasks |
✔️ |
|
| Tag tasks with tags |
✔️ |
✔️ |
| E-mail reply templates for status changes |
✔️ |
|
| Search & filter options |
✔️ |
✔️ |
| Central search across all tasks, documents, contacts, emails, ... |
✔️ |
|
| Context search per module |
✔️ |
✔️ |
| OCR text search in files, Excel, Word and PDF content search |
coming soon |
|
| Perimeter filter for contacts, serial letters and serial emails |
✔️ |
|
| Marketing cockpit |
✔️ |
|
| Campaign-based hybrid campaigns (calls and emails) |
✔️ |
|
| AI-generated landing pages with products from the system |
coming soon |
|
| Email follow up lists |
✔️ |
|
| Human-like email newsletter dispatch for a better delivery rate |
✔️ |
|
| Validate email addresses before sending for a better delivery rate |
✔️ |
|
| Staggered newsletter dispatch |
✔️ |
|
| Intelligent campaigns (e.g. "Customers without contact") |
✔️ |
|
| Customer-specific or campaign-specific discounts |
✔️ |
|
| Improve management of public reviews, e.g. Google Reviews and Google Ratings |
✔️ |
|
| WYSYWYG Newsletter Designer |
✔️ |
|
| AI-generated images |
✔️ |
|
| Products, articles & stock management |
✔️ |
✔️ |
| Manage and invoice subscription products |
✔️ |
|
| Delivery orders to fulfillment center or warehouse |
✔️ |
|
| Stocks |
✔️ |
✔️ |
|
Deliver digital goods by e-mail (e.g. license keys, download links, blockchain keys, e-books, logins)
|
✔️ |
|
| Exporting and importing products |
✔️ |
✔️ |
| Code snippets for integration into websites |
✔️ |
|
| Report Designer |
✔️ |
✔️ |
| Customizable documents |
✔️ |
✔️ |
| Customizable scripts |
✔️ |
|
| Customizable fields |
✔️ |
|
| Customizable filters |
✔️ |
|
| Customizable graphical user interface |
✔️ |
|
| Customizable status plans |
✔️ |
|
| Customizable awards to employees |
✔️ |
|
| No-Code Customization |
✔️ |
|
| Customizable diagrams |
coming soon |
|
| Output format: Word |
✔️ |
|
| Output format: Excel |
✔️ |
|
| Output format: Outlook e-mail |
✔️ |
|
| Output format: PDF |
✔️ |
|
| Output format: List & Label |
✔️ |
|
| Output format: Crystal Reports |
$$$ |
|
| Customization Workshops |
✔️ |
|
| Own programming language (Business Script) |
✔️ |
|
| OCX API |
✔️ |
|
| Web API |
✔️ |
✔️ |
| Additional apps and interfaces |
✔️ |
✔️ |
| Financial accounting |
$$$ |
✔️ |
| Booking suggestions |
✔️ |
✔️ |
| Banking interface |
✔️ |
✔️ |
| Accounts receivable accounting |
✔️ |
✔️ |
| Accounts payable |
✔️ |
✔️ |
| Google Contacts for Siri and "Hey Google" support |
✔️ |
|
| Stripe |
✔️ |
|
| Paypal |
✔️ |
|
| Okomo |
✔️ |
|
| 3CX |
✔️ |
|
| Exchange Mail Archiving |
✔️ |
|
| Asterisk VoIP telephone systems |
✔️ |
|
| Send invoices by post via Smallinvoice |
✔️ |
|
| Adaptive user authorizations |
✔️ |
|
| support |
✔️ |
✔️ |
| Support by phone |
✔️ |
✔️ |
| Support via Whatsapp |
✔️ |
|
| Support by e-mail |
✔️ |
✔️ |
| 2nd level support |
✔️ |
✔️ |
| 3rd Level Support |
✔️ |
✔️ |
| Digitization coaching |
✔️ |
|
| Desktop app |
✔️ |
|
| Completely mobile usable (responsive app) |
✔️ |
|
| Whitelabel & Distribution |
✔️ |
|
| Self-service onboarding |
✔️ |
✔️ |
| Free trial version |
✔️ |
✔️ |
| Open Source |
✔️ |
|