1. Reporting
   1. Activity KPI tracking
      1. # of calls, meeting
   2. Smartview
   3. Custom Data Collection
      1. Custom fields
         1. lead
         2. contact
         3. opportunitites
      2. Custom activities
   4. Leaderboards + User comparisons
   5. Opportutniy funnel
      1. Robust filtering
         1. smartview
         2. study type
         3. user
   6. Status change
   7. Customizable report
2. Integration
   1. Zapier
      1. Connect custom fields vs custom activities field
      2. Open but not information overload
   2. Website
      1. Form submission data
   3. Other third party tools
      1. Lemlist
      2. Woosender
      3. Docusign
3. Project Management
   1. Assign
   2. Reminder
   3. Pipeline management
   4. Notifications
   5. Mobile app
4. Automation
   1. Multi-channel sequence
   2. Smart view based bulk-change
5. Communication
   1. Email
      1. Sync Gmail, Outlook, and more
         1. Select sender
      2. Sharerable templates
      3. Bulk email
         1. based on smart view
      4. Snooze, schedule, remind email
   2. Call
      1. Built-in call
      2. Call Coaching
         1. Listen, whisper, or barge for new rep
      3. Call recording
      4. Call activity report
   3. SMS
      1. Built-in sms
      2. API bulk texting
      3. Sequence
   4. Meeting
      1. Zoom + Close Sync
      2. Meeting reminder
   5. Task
6. Details
   1. https://docs.google.com/spreadsheets/d/1-x-_jLmqFOYlM2AkhITEOC92DMrcJAUbKTMRWdFjPAQ/edit?usp=sharing