Features Basic Pro
Customer at a glance

An easy-to-read analysis of each customer that can prepare you for a customer conversation in a few seconds.

icon icon
Prioritize opportunities and risks

Help your sales reps find their next best action without spending time analyzing data. icortica does this for you.

icon icon
Power Search

A powerful search engine helps you find the right group of customers based on health, journey stage, size, opportunity, risk, and more.

icon icon
Basic Reporting

Instant access to sales, active customer count, customer acquisition, average sales per customer, and retention statistics in a beautifully simple interface.

icon icon
Classify Customers by Health, Journey Stage, Size, and more

icortica analyzes your data and classifies your customers by their behaviors continuously.

 icon icon
Video Messaging

Make it easy for your team to make a personal touch to maximize their impact to address risks and opoprtunities with your customers.

icon icon
Notes

Save notes and associate them with customers

icon icon
Tasks

Generate and assign tasks associated with customers or deals

icon icon
Deal Management Pipeline

Know the value of your pipeline at all times. Track high value deals with a powerfully simple drag and drop interface.

  icon
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.

  icon
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.

  icon
Integrations
Hubspot icon icon
Mailchimp icon icon
MagicTouch Software icon icon
BigCommerce icon icon
If you don’t see your system here , we will build a custom integration for you Call Call
Let us help you choose the right version for your needs