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 from 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, and comment on all reminders, notifications, and tasks in the feed |
✔️ |
|
Gamification & motivation: automatic awards for employees |
✔️ |
|
Translate emails into the customer's language using AI |
✔️ |
|
GPT-generated responses to incoming emails |
✔️ |
|
Follow-up ideas: AI-generated text suggestions for customer follow-ups |
✔️ |
|
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 by importance |
✔️ |
|
AI image generator |
✔️ |
|
Mail templates with dynamic 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 chatbot for non-acceptance |
✔️ |
|
Collections |
✔️ |
|
Create collections |
✔️ |
|
Public portal with public collections |
✔️ |
|
Customizable collection types with dedicated fields for internal processes |
✔️ |
|
Individual task status plans depending on collection type |
✔️ |
|
Tasks / Task management |
✔️ |
✔️ |
Share tasks |
✔️ |
|
Subscribe to tasks |
✔️ |
|
Read tasks |
coming soon |
|
Task resubmission with reminders in the feed |
✔️ |
|
File incoming e-mails as a task |
✔️ |
|
Share emails as a task |
✔️ |
|
Task deadlines and dates |
✔️ |
✔️ |
Sign tasks |
✔️ |
|
Request digital signatures |
✔️ |
|
Task 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, etc. |
✔️ |
|
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 improved delivery rates |
✔️ |
|
Validate email addresses before sending for better delivery rates |
✔️ |
|
Staggered newsletter dispatch |
✔️ |
|
Intelligent campaigns (e.g., “Customers without contact”) |
✔️ |
|
Customer-specific or campaign-specific discounts |
✔️ |
|
Enhanced management of public reviews (e.g., Google Reviews and Ratings) |
✔️ |
|
WYSIWYG 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 website integration |
✔️ |
|
Report Designer |
✔️ |
✔️ |
Customizable documents |
✔️ |
✔️ |
Customizable scripts |
✔️ |
|
Customizable fields |
✔️ |
|
Customizable filters |
✔️ |
|
Customizable graphical user interface |
✔️ |
|
Customizable status plans |
✔️ |
|
Customizable awards for 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 |
✔️ |
|
Fully mobile (responsive app) |
✔️ |
|
Whitelabel & distribution |
✔️ |
|
Self-service onboarding |
✔️ |
✔️ |
Free trial version |
✔️ |
✔️ |
Open Source |
✔️ |
|