Platform Features
Get started with just the tools you need today to make every part of your engagements more human.
All the features you need as you grow are already integrated, included at no additional cost.
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General Features
Multiple Businesses
Manage multiple businesses with discrete Groups, User Fields, & more.
Custom Account View
Arrange Dashboard and CRM page modules to match how you work
Account Dashboard
A complete overview of your account activities, To Do list, KPIs
Search
Quickly find what you're looking for w/ lightning fast custom search tools.
Fully Responsive
Our User Interface fits any screen size & gives access to everything from anywhere.
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Recent Action Logs
Shows users' recent actions taken when working within your account
Weekly Data Integrity Alerts
Spot any problems with entry of required information into your CRM.
Multiple Languages
Tap a Flag at login to switch your account to your preferred language
In-App Onboarding
Custom digital on-boarding with step-by-step guidance.
Questions?
It's only 15 minutes!
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User roles & permissions
Create custom user roles and give each a different level of permissions.
Custom Domain Name
Use your own custom domain name on websites and landing pages.
Custom Email Addresses
Set different email addresses for all outbound emails and notifications.
Your Logos
Replace the Venntive logo with your own brand’s logo.
Instant Notifications
Push notifications for email clicks, workflows activated, tickets, inbound phone calls.
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Filters
Advanced filters show exactly what you need, eliminate clutter.
Feature Turn-off
Hide the features you don’t use for a clean, custom view.
Security
All data is always protected and encrypted. 2-FA, FINRA compliant, HIPAA compliant
Integrations
Zapier, Evernote, BlueSnap, Authorize.net, Paypal, RightSignature, Magento, Stripe, Wordpress
Marketing Features
Smart A/B Testing
Sign-up forms, auto-responders, emails, websites, and landing pages.
Brand Monitor/ Newsfeed
Define keywords to track in the news and get a live feed of relevant articles
Campaign Management
Build end-to-end marketing-sales strategies to maximize profits.
Conversion Analytics
Measure performance of your defined key performance indicators.
Customer Journey Mapping
A robust drag & drop campaign flow chart to build marketing campaigns.
Drip Campaigns
Go beyond a simple email series triggered by a form submission w/ smart funnels.
Are you ready to take the next step? Let's chat! Book a call now.
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Email Marketing
Venntive’s been the standard since 2001 for full-featured email marketing
Responsive Email Templates
Use our templates, customize them, or build your own responsive templates
Integrated Image Editor
Upload images, then use our editor to get exactly the right size needed
Intent Data Tracking
Understand decision makers’ actions, respond to buyer/customer intentions
Link Library
An historical record of very link you send out. Create dynamic links.
Link Tracking & Analytics
Set custom lead scores for links, assign automatic actions, trigger workflows.
Marketing Automation
Devise + execute smart business processes, sales and marketing
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Online Store - Accept Payments
Sell courses, products, services, integrated tax rules, goals, reports.
Predictive Lead Scoring
Interactions & research identify best leads & for sales & marketing
Print on Demand
Create printed personalized material on demand, trigger workflows to send.
Social Media Management
Manage and monitor social media in an integrated CRM environment
Social Network Marketing
Go beyond your subscribers with integrated SM marketing and tracking.
Media Library
Store images, files, articles, & videos to sharen account-wide or Group-specific.
Drag-and-Drop Easy Builder
Create mails, landing pages, complete websites, then customize.
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Surveys / Polls
Include in emails, event RSVPs, or webpages. Use surveys for SDR calls.
Video Analytics
Video tracking shows who is watching, and triggers automatic follow-ups
Signup Forms / Subscriptions
A signup form is more when related data automatically added to your CRM
Website / Landing Page Builder
A complete integrated CMS. Build multiple websites and landing pages.
Email Analytics
Advanced tracking added to CRM. Drill down to individuals’ actions,
Website Analytics
Granular, real time alerts when a contact visits highest performing pages
Membership Management
Manage member access. automate payments, track expiration dates.
Sales Features
Booking Calendars
Appointment setting integrated with CRM, synch with external calendars.
Click-to-Call, Click-to-Text
The convenience of a one-click dial, everything’s captured in the CRM
Call Recording
Automatically add transcriptions + audio files to a caller's contact CRM record.
Command Center
Get an interactive, global picture of visitors’ business activities in real time.
Custom Objects
Manage data with built-in flexibility to store and use all your data, beyond user fields.
Dashboards (Customizable)
Every user can design their account for an efficient, productive, delightful experience.
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Lead Scoring
Track demographic, activity data, Hot and Cold leads, trigger workflows
Live Chat
Integrated live chat with leads and customers are captured to your CRM.
Organization Chart
Maintain a confidential interactive org chart for your company, division, department.
Permission Controls
Shared access to add users and define how they access your account.
Quotes/Invoices
Create quotes associated with a contact. Send a one-off or recurring bills to clients/customers.
Smart Trip Planning
Plan business trips, including hotels, driving directions, booking an airline ticket.
You should be seriously impressed by now. Book a call and let's talk!
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Sales Analytics
Real time reports of sales phases, opportunities, funnels, conversions
Sales Opportunities
Forecast deals, set custom phases, track with detailed graphs and charts.
Sales Pipeline
Custom opportunity and sales phases. Create defined reports in multiple formats.
Telephony
Create an integrated phone system w/ custom messages. Never miss a call.
Text Messaging
Send single text, SMS, MMS messages from right in your CRM or broadcast to Groups
Training Advancement
Manage development of team members, track training and education of employees,
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Learning
Training courses for new employees or for sale, test, track progress in CRM
Workflow Manager
Create reactions to interactions, specific processes with follow-ups
Real Time Alerts
Get desktop alerts of email actions, workflow + ticket activations, inbound calls
Synching
Synch calendars, email, contact and company data, activities, opportunities
Email Templates (Responsive)
Create pre-formatted sales email templates for consistent design and messaging
Intelligent CRM Suite
Designed to organize and automate all your customer engagement and tracking.
CRM Features
Contact Management
One complete database shared by all users ensures seamlessness
Contact & Company Research
Instantly available data fills in the blanks with current, accurate information.
Company-Level CRM
Link all company contacts. Create activities associated with the company itself.
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IMAP Email Integration
Keep your CRM synched with your inbox automatically.
Data Import Wizard
Easily map and import data via multiple options, including CRMs
Unlimited User Fields
Store your data however you need, control access for complete security.
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Export Control
Only the account owner can grant permission to export any data.
Permissioned Shared Access
Create sub-accounts with defined access to different areas.
Power Users
Trusted users who can delegate shared access rights to other users.
CRM Activities
These are the tasks in your To Do List, linked with a Contact or Company.
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Powerful Search Filters
Contact search filters let you create targeted lists based on specific criteria.
Custom Objects
Customize layouts, rules, and data entry to meet your most complex data demands.
Workflow Automation
You tell Workflows what you want done and they trig