Playbooks doesn’t just help your sales team get more work done—it helps them get more of the right work done, no matter if they are remote or in the office. Playbooks manages lead follow-up and prospecting cadences, automates administrative tasks, and uses data to predict who, when, and how to engage buyers for the best outcome.
Unified User Profile
Identify & view a complete profile of every visitor, lead, and customer. Collect data from every touch point and view in single user timeline.
Powerful Segments
Filter visitors, subscribers, and customers based on behavior or behavioral segments, and run personalized automations.
Insights Leading Action
Custom dashboard with data you need and visualize your KPIs for better tracking and faster achievement
Actionable Dashboard
Easily access a custom dashboard to visualize your KPIs improving tracking and enabling real-time adjustments.
Identify Customer Visits
Know when an identified customer or lead visits your sites, and execute automations designed to increase conversions or increase CLV.
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