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Zoho Social from Zoho
Offers tools for social media scheduling, monitoring, performance analytics, and team collaboration. Integrates seamlessly with other Zoho apps.
Product analysis by function
Social Media Management Tools for Business Development and Marketing
Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
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Account Integration
(7 Yes /7 Known /10 Possible features)
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Multi-Platform Support Connect and manage multiple social media platforms (e.g., LinkedIn, Twitter, Facebook, Instagram) from one interface. |
Zoho Social allows connection and management of multiple social media platforms like Facebook, Twitter, Instagram, LinkedIn, and Google My Business from a single dashboard. This is advertised on their main sales page and documentation. | |
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Number of Supported Platforms The total number of different platforms the tool can integrate with. |
No information available | |
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API Integration Capability to integrate with external APIs for custom workflows or data transfer. |
Zoho Social provides API for integration and supports custom workflows through its public API documentation. | |
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CRM Integration Integration with Customer Relationship Management systems to enhance lead nurturing and client management. |
Zoho Social integrates with Zoho CRM and other tools. CRM integration is highlighted on feature and integration pages. | |
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Third-Party App Integration Supports integration with marketing and analytics tools such as Google Analytics, email marketing software, and more. |
Supports integration with external apps like Google Analytics and other marketing tools, as seen on their integrations page. | |
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Single Sign-On (SSO) Allows users to sign in using a single set of credentials across various platforms. |
No information available | |
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Banking API Support Ability to connect with financial data sources or APIs for compliance-focused content. |
No information available | |
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Data Import/Export Tools Provide tools to import or export data in CSV, Excel, or other formats. |
Import and export functionality via CSV is available as shown in the help documentation. | |
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Mobile App Integration Synchronize and manage accounts via dedicated mobile applications. |
Zoho Social offers mobile apps for iOS and Android according to their official website. | |
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Two-Factor Authentication Support Supports enhanced security for account logins. |
According to security documentation, Zoho Social supports two-factor authentication as Zoho accounts support it universally. |
Content Creation & Scheduling
(8 Yes /10 Known /12 Possible features)
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Post Scheduling Ability to create and schedule posts in advance. |
Post scheduling is a core feature, highlighted on their main page. | |
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Bulk Upload Enables uploading and scheduling multiple posts at once. |
Supports bulk uploads and scheduling, detailed in knowledge base and feature list. | |
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Content Calendar A visual calendar to plan and manage posting schedules. |
Zoho Social has a content calendar view for planning, described as a core feature. | |
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Drafts Management Save drafts for editing and scheduling later. |
Draft post management and saving for later is supported. | |
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Suggested Posting Times Recommends optimal posting times based on engagement analytics. |
Platform recommends optimal posting times based on past engagement metrics. | |
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Media Library Stores creative assets such as images, videos, and graphics. |
A built-in media library is documented and allows storing images and creative assets. | |
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Content Approval Workflows Set up structured editing, reviewing, and approval processes. |
Content approval workflow and multi-stage review capabilities are advertised for team plans. | |
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Branded Templates Access to pre-built, customizable templates branded for financial advisory services. |
Not as far as we are aware.* Templates exist, but financial advisory or branded templates are not mentioned explicitly. | |
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A/B Testing of Posts Ability to test different content versions for best performance. |
No information available | |
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Multi-Language Support Create and schedule content in multiple languages. |
Not as far as we are aware.* Does not offer multi-language content scheduling; only interface localization. | |
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AI-Assisted Content Generation Leverages AI to suggest, improve, or auto-generate content. |
AI-assisted content suggestions are available, as per their latest release notes. | |
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Video Editing Tools Built-in tools for basic video editing and publishing. |
No information available |
Compliance & Security
(6 Yes /6 Known /11 Possible features)
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Automated Compliance Checks Automatically scans posts for compliance violations (e.g., advertising rules, confidential data). |
No information available | |
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Audit Trails Tracks and logs user actions for audit and review purposes. |
No information available | |
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Data Encryption Encrypts data at rest and in transit. |
Zoho as a platform enforces encryption at rest and in transit—covered for all Zoho apps including Social. | |
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Role-Based Access Control Enables granular user permissions and access levels. |
Zoho Social has user roles and permission granularity, per documentation. | |
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Legal Hold & Record Keeping Retains and archives posts to meet regulatory requirements. |
Archival and retention features exist for business accounts, aligning with record keeping requirements. | |
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Approval Workflows for Compliance Allows compliance teams to review and approve posts before publishing. |
Approval workflows available for compliance review as part of team plan. | |
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Incident Reporting Provides mechanisms for rapid response and documentation of security or compliance incidents. |
No information available | |
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GDPR/CCPA Compliance Supports data privacy laws relevant to clients’ regions. |
Zoho has GDPR/CCPA compliance certifications, covering Zoho Social. | |
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User Authentication Levels Number of authentication levels supported (e.g., two-factor, biometric). |
No information available | |
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Data Storage Duration Length of time data is retained in archival storage. |
No information available | |
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Exportable Compliance Logs Ability to export logs for external audits. |
Zoho Social allows export of logs and activities. |
Analytics & Reporting
(6 Yes /6 Known /11 Possible features)
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Real-Time Analytics Dashboard Up-to-the-minute data visualization for engagement and performance metrics. |
Offers a real-time analytics dashboard for post performance. | |
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Customizable Reports Generate reports tailored to business needs, KPIs, or stakeholders. |
Offers customizable analytics reports. | |
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Engagement Metrics Tracks likes, shares, comments, click-through rates, and more. |
Zoho Social tracks engagement stats such as likes, shares, and comments. | |
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Followers Growth Analytics Reports on the growth trends of followers/audience. |
Followers growth tracked via analytics dashboard. | |
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Sentiment Analysis Analyzes audience sentiment toward social content/brands. |
No information available | |
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Campaign Performance Benchmarking Compare performance with previous campaigns or industry standards. |
No information available | |
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Referral Tracking Measures website or lead conversions from social media. |
Referral tracking is possible through integration with Google Analytics. | |
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Custom Metrics Ability to define, monitor, and report user-defined metrics. |
No information available | |
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Data Export Export data for further analysis in external tools. |
Data export available to CSV, Excel and more—as per help docs. | |
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Report Delivery Frequency Frequency at which automated reports can be sent. |
No information available | |
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Competitor Analysis Tools Compare performance with competitors or industry benchmarks. |
No information available |
Lead Generation & CRM
(3 Yes /5 Known /10 Possible features)
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Social Listening Monitors keywords, brand mentions, and conversations around relevant topics. |
Social listening features (keyword and brand monitoring) are core offerings in Zoho Social. | |
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Lead Capture Forms Enables creation and sharing of forms to capture client details. |
Not as far as we are aware.* No direct lead capture forms built in—forms are available via Zoho CRM or Zoho Forms only. | |
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Integration with CRM Directly syncs leads and activities to CRM systems. |
Direct CRM integration supported with Zoho CRM. | |
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Automated Lead Assignment Automatically assigns leads to relevant team members. |
No information available | |
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Contact Import/Export Seamlessly import and export contacts between systems. |
Not as far as we are aware.* No direct contact import/export. Available only when used with CRM or external tools. | |
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Activity Tracking Monitors lead engagement and records activities. |
Tracks user activity on posts and engagement for leads. | |
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Chatbot Integration Supports automated chatbots on social platforms for lead engagement. |
No information available | |
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Lead Scoring Ranks leads by engagement, suitability, or value. |
No information available | |
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Follow-Up Reminders Automated notifications for timely outreach. |
No information available | |
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Custom Lead Segmentation Segment leads into different lists based on criteria. |
No information available |
Collaboration & User Management
(8 Yes /8 Known /10 Possible features)
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Team Collaboration Tools Shared workspaces, comments, mentions, and real-time editing capabilities. |
Zoho Social offers team collaboration features including shared calendar and comments. | |
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User Roles and Permissions Set distinct roles and access rights per user. |
Team management dashboard allows setting user roles and permissions. | |
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Approval Workflow Customization Customize and automate multi-step approval processes. |
Approval workflows are customizable per feature documentation (on higher plans) | |
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Task Assignment Assign tasks and responsibilities to team members. |
Task assignment to team members is part of the collaboration feature set. | |
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Activity Logs Track all user actions for transparency and accountability. |
User activity and audit logs available in admin panel. | |
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Number of Supported Users Maximum users/accounts who can access the system simultaneously. |
No information available | |
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Notification and Alerts Configurable notifications for events, tasks, and approvals. |
Notification systems are present for posts, approvals, and replies. | |
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Internal Messaging Messaging system for communication between platform users. |
Team messaging and collaboration is part of the feature set. | |
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Client Access Portal Ability to grant view or comment access to clients or advisors. |
No information available | |
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Training & Onboarding Modules Guided learning and onboarding resources for users. |
Help center and onboarding resources are available as guided learning modules. |
Customer Engagement
(7 Yes /7 Known /9 Possible features)
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Centralized Inbox Manage all messages, comments, and replies in one location. |
Centralized inbox for all social platform messages and mentions included. | |
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Automated Responses Set up auto-replies to common queries. |
Automated response templates for message replies exist as a convenience feature. | |
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Customizable Response Templates Flexible message templates for quick engagement. |
Canned/customizable message templates available for responses. | |
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Tagging and Categorization Organize conversations with tags or categories. |
Supports tagging and categorization within inbox and post management. | |
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Conversation Assignment Assign mentions or messages to specific team members. |
Assignment of social conversations/messages to team is supported. | |
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Unify Paid and Organic Interactions Monitor and reply to engagement from both paid ads and organic posts. |
No information available | |
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Response Analytics Metrics on average response time and engagement quality. |
Zoho Social reports response analytics including response times. | |
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Snooze/Follow-up Option to snooze interactions for later follow-up. |
Snooze and follow-up features are present for team workflow. | |
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Language Translation Translate incoming or outgoing messages within the platform. |
No information available |
Advertising & Campaign Management
(3 Yes /3 Known /10 Possible features)
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Ad Publishing Create and publish ads directly to supported platforms from within the tool. |
Ad publishing available in Facebook/Instagram ad management on higher plan tiers. | |
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Budget Tracking Monitor spending and pacing across multiple campaigns. |
No information available | |
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A/B Testing for Ads Test variations of ad creative and messaging. |
No information available | |
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Automated Bidding Utilize automated bid strategies to optimize ad spend. |
No information available | |
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Audience Targeting Enables granular targeting based on demographics, interests, and behaviors. |
No information available | |
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Retargeting Tools Create audiences for remarketing campaigns. |
No information available | |
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Ad Creative Library Store and manage creative assets for advertising. |
Ad creative/media assets are stored and managed within the platform. | |
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Ad Performance Analytics In-depth reporting on impressions, clicks, conversions, and ROI. |
No information available | |
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Scheduling and Automation Automate ad start/stop times and optimization triggers. |
Post and ad scheduling/automation is supported across available platforms. | |
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Ad Spend Limit Controls Ability to set and enforce maximum spend limits per campaign. |
No information available |
Usability & Accessibility
(9 Yes /9 Known /10 Possible features)
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User Interface Quality Intuitive, user-friendly dashboard and navigation. |
Intuitive, user-friendly dashboard confirmed by product reviews and interface demos. | |
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Help Center/Documentation Comprehensive support guides, documentation, and FAQ resources. |
Help center, documentation and FAQs are comprehensive and searchable. | |
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Live Chat/Support Availability Access to real-time support or live chat assistance. |
Live chat and support are available on business/enterprise plans as per support docs. | |
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Mobile Access Full-featured mobile app or responsive design for access on any device. |
Mobile apps available for iOS and Android. | |
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Accessibility Features Support for accessibility standards (e.g., screen readers). |
No information available | |
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Customizable Dashboard Personalize the layout and widgets on the homepage. |
The home dashboard is customizable (widget arrangement, filters). | |
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Multi-Language Interface User interface available in multiple languages. |
Can set language for interface; multi-language UI supported. | |
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Onboarding Tutorials Step-by-step onboarding for new users. |
Onboarding tutorials and step-by-step guidance are available for new accounts. | |
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Knowledge Base Search Searchable help resource for problem-solving. |
Knowledge base is searchable via help pages and onboard support. | |
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Client/Partner Training Webinars Regular live or recorded training webinars. |
Training webinars (regular and on-demand) are available from Zoho's support team. |
Customization & Scalability
(4 Yes /5 Known /10 Possible features)
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Custom Branding Apply white-label branding or custom interface designs. |
Not as far as we are aware.* White-label or fully custom branding is not offered in core pricing tiers. | |
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Custom Workflows Design and implement unique workflows to match business processes. |
Automations and workflow customization available for post approvals and scheduling. | |
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API Access for Extensions Open APIs for additional customization and feature extensions. |
Open API for extensions is supported—API docs public. | |
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Add-On Marketplace Support for third-party add-ons or plugins. |
No information available | |
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Multi-Account Management Manage multiple business accounts or brands from a single admin dashboard. |
Multiple brands/accounts supported in a single dashboard. | |
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Plan Upgrade Flexibility Easily scale subscription or service levels as the business grows. |
Plans can be upgraded/scaled easily as per customer need. | |
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Custom Fields and Tagging Allows configuration of custom fields and tags. |
No information available | |
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Maximum Account Capacity Total number of managed social media accounts supported. |
No information available | |
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Resource Allocation Controls Set limits for users, storage, bandwidth, or campaign capacity. |
No information available | |
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Notifications Customization Configure notification triggers and frequency. |
No information available |
Pricing & Support
(6 Yes /7 Known /10 Possible features)
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Free Trial Availability Option to test the tool before committing to a paid plan. |
Free trial offered prominently on signup and pricing page. | |
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Transparent Pricing Clear, publicly posted pricing with no hidden fees. |
Transparent, public pricing with no hidden fees listed on website. | |
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Subscription Flexibility Supports monthly, annual, or bespoke plans. |
Monthly and annual subscriptions; flexibility in renewal or upgrade. | |
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Nonprofit/Advisor Discount Discounted rates for financial advisors or nonprofits. |
No information available | |
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SLAs & Uptime Guarantees Service Level Agreements ensuring specific system uptime. |
Not as far as we are aware.* No specific SLA or uptime guarantees are publicly posted. | |
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24/7 Support Availability Round-the-clock technical and customer support. |
24/7 support offered for higher-tier business/enterprise plans. | |
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Dedicated Account Management Dedicated customer success/contact for enterprise accounts. |
No information available | |
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Incident Resolution Time Speed of resolving critical incidents. |
No information available | |
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In-Product Support Chat Built-in live chat support from within the application. |
In-product (application) support chat available for certain plans. | |
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Knowledge Base Depth Comprehensive support database and troubleshooting documentation. |
Comprehensive searchable help knowledge base available. |
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