| Features | Basic | Pro |
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Customer at a glance
An easy-to-read analysis of each customer that can prepare you for a customer conversation in a few seconds. |
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Prioritize opportunities and risks
Help your sales reps find their next best action without spending time analyzing data. icortica does this for you. |
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Power Search
A powerful search engine helps you find the right group of customers based on health, journey stage, size, opportunity, risk, and more. |
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Basic Reporting
Instant access to sales, active customer count, customer acquisition, average sales per customer, and retention statistics in a beautifully simple interface. |
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Classify Customers by Health, Journey Stage, Size, and more
icortica analyzes your data and classifies your customers by their behaviors continuously. |
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Customizable Dashboards
Reps can easily see all the KPIs for their territory in one place. Business owners can see the entire business from a bird's eye view. |
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Notes
Save notes and associate them with customers |
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Tasks
Generate and assign tasks associated with customers or deals |
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Deal Management Pipeline
Know the value of your pipeline at all times. Track high value deals with a powerfully simple drag and drop interface. |
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Automation Workflows
Trigger marketing emails and assign tasks to your team to make sure your company handles risks and opportunities consistently, so nothing falls through the cracks. |
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Advanced Reporting
Over 20 powerful reports growing every day. Start with a high-level view of your business and drill down to see the specific customers who contribute that each metric. |
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| Integrations | ||
| NetSuite | |
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| Mailchimp | |
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| MagicTouch Software | |
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| If you don’t see your system here , we will build a custom integration for you | Call | Call |
