Name: JeffreyAI
Price: 19.99 USD
Author: Carbon & Finch

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Feature Management

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Integrated Workplace Management (IWMS)

Risk Management

Statistical Analysis

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Nonprofit Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Authorization

Cloud Storage

Configuration Management

Data Preparation

Disaster Recovery as a Service (DRaaS)

Enterprise Printing

Event Monitoring

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

License Management

Network Performance Monitoring

Network Security

SOA Application Gateways

SOA Governance

Secret Managers

Single Sign-On

Vendor Risk Management

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Experience

Content Management

Email Marketing

Email Testing

Influencer Marketing

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Usability Testing

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Enablement

Sales Performance Management

Sales

Agriculture

Debt Collection

Donor Management

Fleet Management

Geographic Information

Medical Office EMR & EHR

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

ZhenHub

ZhenHub Technologies Ltd.

Miradore Management Suite

Miradore Ltd.

Prefinery

Cass Telecom Expense Management (TEM)

Cass Information Systems

Attach

Cirrus Insight

Alma Suite

Inbenta Chatbots

Inbenta Technologies Inc.

Tricentis LiveCompare

Tricentis

Inbenta Enterprise Search

AuthorityLabs, by Traject

Traject

Pipedrive

HubSpot CRM

Zoho CRM

Zapier

ChatGPT

WhatsApp Business

Business

Business+

All inclusive cloud software, one price, no annual contracts

Shape Software

Lite

Professional

Premium

ConvergeHub

JeffreyAI

Sales and Marketing Automation

Carbon & Finch

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

WYSIWYG email editor

Users can create html emails through a drag-and-drop interface, without html coding knowledge.

Dynamic content

Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

Landing pages

Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.

A/B testing

Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

Mobile optimization

Users can easily optimize emails and landing pages for mobile devices.

Email deliverability reporting

The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

List management

This involves creating, filtering, editing, merging and de-duping lists of contacts.

Triggered drip sequences

The software allows users to set up automatic / drip email campaigns triggered by certain events.

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Automated lead capture

Auto-collection of leads from websites, forms, and third-party sources such as social media. This may include compliance with GDPR and other regulatory standards.

Automated follow-ups

Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for auto-replies with personalized messaging.

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

Calendaring

The software helps users maintain a calendar of all marketing activities.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Role-based workflow & approvals

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Customizability

Users can customize their instance with features like custom fields and custom objects.

Third-party software integrations

Integration functionality with third-party or in-house systems.

Mobile app for sales & marketing automation

Refers to the functionality of mobile apps and their compatibility with different mobile devices.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

Automated CRM activity logging

Logs information related to contacts, events, and calls.

Sales pipeline management

Sales funnel automation with triggered actions at different stages, pipeline visualization, and performance tracking for revenue forecasting, conversions, duration, etc.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Sales and Marketing Automation Platforms

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	No

JeffreyAI

Overview

What is JeffreyAI?

Pricing

Business

£ 19.99

Business+

£ 49

Enterprise

Custom Pricing

Entry-level set up fee?

Offerings

Starting price (does not include set up fee)

Product Details

What is JeffreyAI?

JeffreyAI Video

JeffreyAI Integrations

JeffreyAI Competitors

JeffreyAI Technical Details

Comparisons

Compare with