Fortifi

Fortifi is a cloud-based business management platform that aims to streamline sales, marketing, billing, and customer support processes. According to the vendor, Fortifi is designed to cater to businesses of all sizes, from startups to mature enterprises. It is particularly suited for marketing agencies, software companies, IT support companies, call centers, and small to medium-sized enterprises (SMEs) across various industries.

Key Features

Marketing: According to the vendor, Fortifi brings together the entire marketing funnel, from sourcing visitors to converting customers. It offers the ability to create and deliver targeted email marketing campaigns and set up autoresponders to nurture leads and onboard new customers. Fortifi also provides insights and analytics to track the performance of marketing campaigns.

CRM: Fortifi's CRM is designed to help businesses manage and store all prospect and customer data in one central hub. The vendor claims that users can customize and personalize the CRM by adding unlimited levels of attributes and preferences to contacts. It enables team collaboration by allowing the sharing of vital customer data across departments, and provides the ability to track every interaction and communication with contacts.

Messenger: Fortifi Messenger allows users to send personalized email campaigns to contacts. According to the vendor, users can segment email campaigns based on attributes and preferences to enhance the customer experience. The autoresponder feature is said to enable automation and scheduling of email communications, while opt-in and opt-out forms help ensure GDPR compliance.

Billing: Fortifi Billing handles various aspects of the billing process, from order management to subscription billing. The vendor claims that users can manage orders, track progress, and handle multiple payment methods. Fortifi also provides fraud protection tools to prevent fraudulent activities in the billing processes, and offers an invoicing software to generate professional invoices.

Support: Fortifi Support provides a centralized inbox for managing customer inquiries through support tickets. According to the vendor, users can create and monitor customer service level agreements (SLAs) to ensure timely responses. The live chat feature is designed to facilitate real-time communication with website visitors, with the aim of increasing conversion rates. Fortifi also offers a knowledge base to provide a self-service help desk for customers.

Integrations: Fortifi integrates with various popular platforms, including Google, Slack, Geckoboard, PayPal, and Stripe. According to the vendor, users can connect Fortifi with Twilio to handle phone calls and view detailed reporting on call key performance indicators (KPIs). It also integrates with Connectwise to provide remote device support for IT support companies, and with email service providers like SendGrid, Mailjet, and Mandrill for seamless email campaigns.