Gleantap

Gleantap

All-in-one platform for sales, support & marketing. Supercharge growth with - CRM, Marketing Automation, Reviews, Loyalty & AI Agents.


About

Description

Gleantap makes it easy to bring all your customer data together, understand behavior patterns, and drive more powerful journey automations and conversations to improve:
- Conversion Rates
- Revenue per customer
- Retention

You can streamline processes and people across all your business locations for your support, sales & member communication operations into a single easy to use platform.

Solution Details

- Replace multiple siloed tools and bring all your customer data together in one unified platform.
- Track everything from lead to members and beyond. Bring memberships, visits, purchases, referrals, reviews and everything in between.
- Automate. Automate. Automate.
- Measure & Improve.

Features & Benefits

Unified Customer Profiles

- All your customer data in one place - from lead to members and beyond.
- Your source of truth.
- Leverage our powerful integrations, APIs and CSV.

Real-time Two-way Conversations - Any Channel

- SMS
- Email
- Website Chat
- Phone Calls (Includes Recordings, Missed-Call-Text, Voicemails etc)
- Facebook Messenger
- Instagram DMs
- Whatsapp

AI Agent

- Easily configure & train your own AI agents
- Drive speed to lead and boost member support with personalized two-way conversations powered by AI.
- Instantly see 2x lift in conversions and customer satisfaction.

Powerful Customer Journeys

- Build sophisticated behavior driven journeys
- Precise targeting - run personalized campaigns like never before
- Full attribution tracking

Send Marketing Campaigns

- Drag & drop email editor to build rich looking emails
- Run A/B testing on offers, content & people
- Email & SMS Broadcasts
- AI Targeting

Pipeline Tracking

- Build your pipelines to track primary & secondary sales.
- Visually track your onboarding, adoption, win back and retention journeys.
- Track activities across your entire sales & frontdesk team.

Surveys, Reviews, & Waivers

- Easily build and send out surveys to your customers
- Get feedback & reviews to track NPS and improve reputation on Google & Facebook pages.
- Build electronic waiver pages or in-take forms - capture, store & send data.

Scorecard & Reporting

- Get granular or high-level reporting across all locations.
- Easily identify ideal & worst customer profiles
- Report on everything from team activities to campaign & sales performances.

Data & Permissions

Gleantap

Users
Users
Group Activities
Activities
Programs
Activities
User Custom Fields
User Demographics
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