Gain an in-depth understanding of every person and account across time and touchpoints with all your data in one place.

Control the layout and data structure of each record type.

Stay on the same page with a shared historical record of every interaction, email, text, and team activity on every contact and account.

View your contacts and accounts on fully customizable tables that are as easy to edit as spreadsheets.

View your contacts and accounts on a fully customizable pipeline view to visualize campaigns.

Customize how data flows between timelines of related objects, making it easy for you to see all relevant data at a glance.

Enrich account and contact details with social and public profile information harvested online using up to 12 different data partners.

Efficiently execute addition and subtraction math, combining values from different fields across objects to generate and update lead scores.

Efficiently execute multiplication and division math, combining values from different fields across objects to generate and update lead scores.

Send each lead directly to the appropriate campaign or specialist based on territory, request type, or unique logic.

Connect your Google Ads account to automatically sync data between new leads and the campaign, ad group, and ad they visited.

Gather rich tracking data from web visits such as organic and referral traffic.

Upload custom lead sources to easily track offline events or calls.

Track and log each interaction with your website. Identifying events include form submissions and email link clicks, and will sync historical data as well.

Easily enable interactions to be synced from any custom web or mobile application.

Use real-time data to accurately forecast revenues for each campaign, product, and region.

Trace leads and revenues back to their lead sources to optimize spending.

Follow opens, clicks, and attachment opens across emails and segments.

Keep tabs on contacts and accounts through multi-stage campaigns.

Gain visibility into any account with real-time insights at your fingertips.

Filter dashlets using any data or data combinations to dive deeper into what's driving revenue.

Track progress toward goals. Visualize a combination of completed and forecasted purchases for any time range or product line.

Use objects to track anything, from opportunities to proposals to accounts.

Customize the layout and components of each record type.

Add 20+ field types to track any information you want. Easily store complex data such as files, relationships, and dynamic tags.

Create and track unique sales interactions.

Slice and dice your data any way you want.

Build custom automation with drag-and-drop efficiency.

Filter your data and requests using one or a combination of filters, such as contact attributes, custom fields, purchase history, customer value, email interaction history, team activity history, and more. Combine 40+ filters to segment the perfect audience for every broadcast.

Combine an unlimited number of Any/All and And/Or filter groups to get the perfect segment.

Dynamic Groups allow you to combine any amount of filters as a saved group for easy reference and future use. In addition, it automatically updates to include only the contacts who match the filters in real time.

Export a list of contacts to CSV in one click.

Easily set up triggers, conditions, and goals to automate and ensure the right message is delivered at the right time through text, team, or email.

Easily create records in new campaigns and pass relevant data to track contacts across their journey.

Send each account or deal through its own journey, nurturing specific titles with personalized content at each stage of the sales process.

Track each individual and their relationship to the deal by title and/or data in your sales CRM.

Integrate seamlessly with Kizen, SFDC, MSD, or dozens of other CRMs to track leads across the sales process.

Effortlessly build custom surveys that match your brand and work on any device with drag-and-drop ease.

Collect all types of information accurately with over 20 field types. Allow open-ended or option-based data input.

Send a fully customizable survey request campaign that automatically stops when a person submits or opts out.

Automatically send trigger notifications to specific team members via email or text with submitted surveys.

Route survey submissions into specific workflows based on the data included in the form.

Collect feedback anonymously from internal or external stakeholders.

Effortlessly build custom emails that match your brand and work on any device with drag-and-drop ease.

Insert custom text from contact records dynamically into the text sections of emails.

Insert content blocks for different contacts based on any combination of content rules.

Ensure deeper personalization and engagement by allowing contacts to subscribe or unsubscribe from specific lists through a dedicated subscription portal.

Access a dedicated deliverability specialist who can help optimize each send for maximum deliverability and results.

Send personalized SMS messages to any group of contacts. SMS allows up to 160 characters per message.

Send personalized MMS to any group of contacts. MMS can include pictures, emojis, and longer text messages.

Send from local numbers to your contact (subject to local compliance ordinances).

Add short codes to your account for higher-volume sending and to ensure compliance with local regulations.

Track and log each interaction with your website. Actions such as form submissions and email link clicks will sync historical data as well.

Collect all types of information accurately with over 20 field types. Allow open-ended or option-based data input.

Allow submissions to include pictures and files to give teams the information they need to resolve issues quickly and effectively.

Automatically send trigger notifications to specific team members via email or text with submitted forms.

Route form submissions into specific workflows based on the data included in the form.

Host forms on your Kizen domain for immediate access and use.

Embed forms on your websites and portals, making it easy for people to submit data wherever it's most convenient.