Feature Catalog

Centralize all marketing efforts, budgets, and outcomes in a single unified view
Track performance metrics from leads to closed sales directly within each campaign
Manage multi-channel activities including Email, SMS, and marketing automations
Control campaign budgets with real-time tracking of total, spent, and remaining amounts
Connect marketing expenditures to actual revenue generation to measure true ROI
Monitor live campaign statuses and execution stages from draft to completion

Email Marketing

Create and send campaigns with drag-and-drop editor or custom HTML/MJML
Manage mailing lists with subscription, segmentation, and tagging
Personalize emails with dynamic placeholders and contact data
Track opens, clicks, replies, bounces, and unsubscribes in real time
Schedule campaigns or trigger them based on workflows
Run A/B tests to optimize subject lines and content performance
Attach documents and track link engagement automatically

Mass Mailing Enhancements

Automatically send welcome emails on new subscriptions
Track unsubscriptions with reason-based analytics
Manage subscription preferences with customizable pages
Store mailing history and engagement per contact
Extend sending capabilities with advanced delivery tools

SMS Marketing

Launch bulk or targeted SMS campaigns with personalized content
Segment recipients using filters, lists, or behavioral data
Embed automatically tracked links in every message
Monitor delivery, clicks, and engagement metrics in real time
Schedule campaigns and send test messages before launch
Integrate SMS into multi-channel campaign workflows
Deliver messages via integrated regional SMS providers

Marketing Automation

Build multi-step workflows with visual journey builder
Trigger actions based on time, events, or data changes
Execute actions across email, SMS, CRM, and marketing processes
Convert engagement into leads automatically
Simulate workflows before activation to validate logic
Track campaign performance across each automation step

Website Newsletter Subscription

Capture leads with drag-and-drop subscription popups and forms
Connect website forms directly to mailing lists
Trigger automated welcome emails upon subscription
Sync subscribers instantly into marketing campaigns

Events & Online Registration

Create and manage physical, virtual, and hybrid events
Publish events with branded registration pages
Manage sessions, tracks, speakers, and event agendas
Enable speaker proposals and community participation
Automate confirmations, reminders, and follow-up emails
Track registrations, attendance, and event engagement
Customize registration forms with dynamic questions

Event Sales & Ticketing

Sell event tickets with pricing, capacity, and availability controls
Manage multiple ticket types such as VIP or early access
Enable online payments and checkout flows

Event Mass Mailing

Send targeted campaigns to event attendees and segments
Automate pre-event and post-event communication flows
Filter audiences by ticket type, status, or participation
Sync attendee data with marketing campaigns
Manage speaker and attendee communication at scale

Surveys

Build multi-page surveys with flexible question types
Publish surveys via shareable links
Collect responses with structured data and file uploads
Analyze results with charts, averages, and reports
Integrate surveys with CRM and recruitment processes

Contact Scoring

Define scoring rules based on profile data and behavior
Track engagement across campaigns, emails, and interactions
Automatically update scores in real time
Segment audiences using score thresholds
Identify high-value and conversion-ready leads

Blog & Content Marketing

Create and publish blog content directly from the website
Manage multiple blogs with categories, tags, and authors
Optimize content with built-in SEO tools

Live Chat

Engage website visitors with embeddable live chat
Manage multiple chat channels and assign operators
Identify visitors with real-time session data
Store conversations directly in CRM and lead records
Automate responses with AI agents
Track response time and operator performance

Helpdesk

Core Ticket Lifecycle

Capture tickets from website, email, chat, and internal channels
Track all interactions with built-in activity logs and chatter
Manage priorities, tags, and structured ticket classification
Visualize tickets with Kanban and customizable views
Generate unique ticket IDs for full traceability
Automate customer satisfaction surveys on ticket closure
Merge duplicate tickets while preserving full history
Extend tickets with custom fields for any use case

Categories & Sub-Categories

Structure tickets with categories and nested sub-categories
Assign teams and agents per category automatically
Route incoming emails directly into the right category with AI Agent
Distribute tickets evenly with round-robin assignment
Control category access by user roles and groups
Customize fields and workflows per category
Track performance with category-based dashboards

Ticket States & Workflow

Build fully customizable ticket workflows with no limitations
Define open, pending, and resolved states for SLA control
Trigger automated emails and actions per state
Highlight tickets that require action automatically
Restrict workflows by category for structured operations
Track full state history with timestamps and transitions

SLA Management

Define SLA policies with priority-based rules
Track response time and resolution time separately
Run SLA calculations based on business hours or 24/7
Pause SLA automatically when tickets are waiting on customers
Display real-time SLA countdown on every ticket
Trigger alerts and escalations before or after deadlines
Assign SLAs per customer, category, or ticket type

Email & Communication Wizards

Manage replies with structured email templates and workflows
Forward tickets with full CC/BCC and communication history
Save reusable templates for faster responses
Automate notifications for assignment, updates, and closure
Validate email addresses and detect invalid recipients
Customize communication flows per ticket lifecycle stage

Help Center & Knowledge Base

Build structured help pages and publish them to your website
Organize content with categories, groups, and tagging
Control access by user roles or customer groups

Customer Portal

Allow customers to submit and track tickets independently
Provide secure access via unique links or user accounts
Enable self-service forms directly on your website
Automatically create contacts from new customer submissions
Customize portal experience with branded UI
Control visibility and access per customer or group

Approval Workflow

Require approvals before closing or updating critical tickets
Generate approval and rejection links automatically
Lock tickets while approval is in progress
Track approval decisions with full audit history
Customize approval communication with templates

TeamViewer Remote Support

Launch remote support sessions directly from tickets
Generate secure session links for agents and customers
Track session start, end, and duration automatically
Retrieve session notes directly into ticket records
Support multiple sessions per ticket when needed

Partner & CRM Integration

View all tickets directly on customer records
Assign dedicated support agents per customer
Apply customer-specific SLA policies automatically
Share ticket visibility across related contacts and accounts
Track ticket counts and activity per customer
Trigger ticket creation directly from CRM records

Livechat → Ticket

Convert live chat conversations into tickets instantly
Attach full chat history to created tickets automatically
Pre-fill customer data from conversation context
Route tickets based on chat channel or department
Switch between ticket and chat without losing context

Ticket Timesheets

Track time spent on tickets with real-time timers
Log manual or automated time entries per agent
Link timesheets directly to tickets for reporting
View planned, actual, and remaining time per task
Integrate support time with project and billing workflows

Billable Support

Convert support time into billable service entries
Define hourly rates per customer or service
Generate invoices from tracked support activities
Include both ticket and project work in billing
Maintain full traceability from work to invoice

Helpdesk ↔ Project

Convert tickets into project tasks with one click
Link tickets to ongoing project workflows
Track bugs, requests, and escalations in one system
Maintain full reference between tickets and tasks
Manage complex issues across support and delivery teams

Multi-Channel Ticket Intake

Capture tickets from email, website, chat, AI, voice, and messaging
Centralize all support channels into one unified system
Route incoming requests automatically based on source
Ensure no request is lost across channels
Provide a consistent support experience everywhere

App Builder

Custom App Creation

Build fully custom business applications without coding
Create apps aligned with your exact business processes
Define apps, menus, and data models from scratch
Extend existing clouds or create entirely new solutions
Scale your system without external tools or reimplementation

Data Models & Relationships

Create custom objects with flexible fields and structures
Define relationships between models across your system
Generate technical fields automatically with no setup effort
Build structured data models tailored to your operations
Connect custom apps with CRM, HR, Projects, and more

Form & UI Builder

Design forms with drag-and-drop components
Add fields, tabs, sections, and layouts visually
Configure widgets such as priority, status, and more
Control field visibility and layout dynamically
Build intuitive interfaces without frontend development

Workflow & Stage Management

Create workflows using static or dynamic stage models
Support both fixed and fully customizable workflows
Enable teams to define and update stages independently
Visualize workflows with status bars and progression logic
Adapt workflows as your processes evolve

Automation & Business Logic

Define logic using on-change and on-save triggers
Automatically update fields based on conditions
Combine multiple actions within a single workflow
Extend logic with code when advanced control is needed
Execute business rules directly within your applications

Computed Fields & Smart Logic

Create computed fields based on dynamic conditions
Update values instantly when related data changes
Use formulas or code for advanced calculations
Control editability with read-only configurations
Enable real-time decision logic inside applications

Actions & Process Automation

Create custom buttons to trigger workflows and actions
Change states, update data, and execute processes instantly
Add conditional visibility based on workflow stages
Combine multiple actions into a single user interaction
Automate approvals, transitions, and task creation

Dynamic UI & Field Logic

Show or hide fields based on conditions and data
Adapt forms to different workflows and scenarios
Customize UI behavior per user role or process
Simplify user experience with context-aware interfaces
Reduce errors with controlled data entry logic

Collaboration & Activity Tracking

Track field changes automatically in activity logs
Monitor updates and interactions on each record
Log tasks, notes, and communication history
Enable full traceability across processes
Keep teams aligned with contextual collaboration

Views, Filters & Data Control

Design List, Form, and Kanban views visually
Configure grouping, filtering, and sorting logic
Create advanced filters with domain conditions
Build personalized views such as “My Records”
Control how users interact with and access data

Dashboards & Insights

Build custom dashboards for each application
Create KPI, list, and aggregated data visualizations
Analyze data with filters and grouping logic
Configure role-based dashboards for different users
Turn operational data into real-time insights

Portal & External Access

Design portal interfaces for customers and external users
Control data visibility outside the organization
Enable self-service access to records and processes
Embed portal views into external websites
Extend applications beyond internal teams

AI Builder

AI Topics & Assistants

Define AI topics as structured intelligence units with prompts, models, actions, and instructions
Support multiple LLM providers (OpenAI, Gemini) per topic
Build assistants combining multiple topics with role-based access control
Automatically route conversations across topics based on user intent
Maintain full conversation memory across sessions
Guide responses using classification logic and structured instructions
Provide pre-built suggestions and quick replies for faster interactions
Enable capabilities like web search, code execution, and image generation