What’s included
What’s included in ContactRoll
Each of the 177 features in ContactRoll today, in one line, with the plan it is on. “Every plan” includes Free, within Free’s limits. The 7 at the end are built and not yet available, and are marked Coming. Every feature in a sentence is on its own page.
Sales
- Contacts Every plan
- Companies Every plan
- Phone numbers Every plan
- Deals and pipeline Every plan
- Stage bar and guidance Every plan
- Deal history Every plan
- Exact money Every plan
- Deals linked to cases Every plan
- Tasks Every plan
- Daily task email Every plan
- Log a call Every plan
- Your app's users Every plan
- Events from your app Every plan
- Lifecycle stages Every plan
- Import from a file Every plan
- Import from other CRMs Every plan
- Where a contact came from Every plan
- Do not call Every plan
- Merge duplicates Every plan
- Task types and Due today Every plan
- Weighted pipeline list Every plan
- No-activity warning Every plan
- Custom fields Every plan
- Forecast Every plan
- Lead scoring Standard and Plus
- Your own ContactRoll address Every plan
- Events about an account Standard and Plus
Support
- The case queue Every plan
- Waiting on Every plan
- Your own support address Every plan
- Replies stay on the case Every plan
- Attached files Every plan
- Status bar on a case Every plan
- Send and set status Every plan
- Snooze a case Every plan
- New-case emails Every plan
- Response-time targets Every plan
- Business hours Every plan
- Saved replies Every plan
- Bugs linked to GitHub Every plan
- Customer details kept out Every plan
- Knowledge articles Every plan
- Articles on a case Every plan
- Known issues Every plan
- Internal articles stay internal Every plan
- Flag it or fix it Every plan
- Article from a case Every plan
- Articles reviewed on a schedule Every plan
- Knowledge measures Every plan
- Public help center Every plan
- Ask a question form Every plan
- Help widget Every plan
- Pictures in articles Every plan
- Several support addresses Every plan
- Forwarding confirmations Every plan
- Links you can trust Every plan
- Targets by priority Every plan
- Satisfaction survey Every plan
- Was this helpful? Every plan
- Macros Every plan
- Saved queue views Every plan
- Someone else is replying Every plan
- Automatic assignment Every plan
- Ask and hand off Every plan
Calling
- Your own Twilio Every plan
- Call from your browser Every plan
- Calls on the record Every plan
- A cap on minutes Every plan
- Inbound calls open cases Every plan
- Taking calls Every plan
- Voicemail Every plan
- Callers without an email Every plan
- Call recording Every plan
- Listen to recordings Every plan
- How long recordings are kept Every plan
- Call groups Every plan
- Callers wait in line Every plan
- Calls now Every plan
- What each number does Every plan
- Call it yourself Every plan
- Hold Every plan
- Transfer Every plan
- The voice callers hear Every plan
- Warm transfer Plus
- Ring the owner first Plus
- Hold music Every plan
- Twilio's signature checked Every plan
- Call transcripts Standard and Plus
- Phone setup guide Every plan
Marketing
- Campaigns Every plan
- Approve every piece Every plan
- Marketing calendar Every plan
- Claim check Every plan
- Pre-flight check Every plan
- Brand kit Every plan
- Media library Every plan
- Consent on record Every plan
- Unsubscribes that stick Every plan
- One-click unsubscribe Every plan
- Your own sending domain Every plan
- Automatic pause Every plan
- Domain warm-up Every plan
- Templates Every plan
- Fill-in fields Every plan
- Segments Every plan
- Sequences Standard and Plus
- Sequence goals and stages Standard and Plus
- Sign-up forms Every plan
- Preference center Every plan
- Weekly cap and quiet hours Every plan
- Replies become cases Every plan
- Survey question in an email Every plan
- Click tracking you control Every plan
- Campaign results Every plan
- A/B tests Standard and Plus
- Suggested send time Every plan
- Videos to YouTube Every plan
- Video storyboards Plus
- HeyGen videos Plus
- Reference library Plus
- Words critic Every plan
Automation and reports
- Automation flows Plus
- Test before switching on Plus
- Starter flows Plus
- Flow safeguards Plus
- Reports Every plan
- Reports as CSV Every plan
- Missed targets Every plan
- Report builder Every plan
- Dashboards Every plan
- Reports by email Every plan
- Goals Every plan
- Pipeline analytics Every plan
Roles and security
- Your data kept apart Every plan
- Private files Every plan
- Sealed keys Every plan
- Invite your team Every plan
- Nine ready-made roles Every plan
- Who sees what Every plan
- Roles of your own Plus
- View as a role Plus
- A member's page Every plan
- History nobody can rewrite Every plan
- Two-factor sign-in Every plan
- Lost-phone reset Every plan
- Backup codes Every plan
- Export everything Every plan
- Everything about one person Every plan
- Close your account Every plan
- The audit log Every plan
- Field-level permissions Every plan
Platform
- One timeline per record Every plan
- Notes and comments Every plan
- Mentions Every plan
- Follow a record Every plan
- Search everything Every plan
- Go straight to a case Every plan
- Getting started Every plan
- Sample data Every plan
- Integrations page Every plan
- API Plus
- Webhooks Plus
- Standard and Plus Every plan
- Marketing contact limits Every plan
- 14-day trial of Plus Every plan
- Team time zone and currency Every plan
- Bulk actions Every plan
- The Free plan Every plan
- A sidebar for every section Every plan
- Connect your app Standard and Plus
- Upsert by your own id Standard and Plus
Coming
Built, and not yet available in ContactRoll. There is no date for them.
- A contact at several companies Coming
- Duplicates flagged on import Coming
- Webhooks for calls Coming
- Calls over the API Coming
- Reports across linked records Coming
- QuickBooks Online Coming
- Saved views on every list Coming