Default Features
What are the features of Default?
Matching
- Priority Matching
- Account Tiebreakers
- Fuzzy Matching
Routing
- Match and Route
- Multi-Objects
- Territories
- Working Hours
Platform Operations
- Service level Agreements
- Analytics
Integrations
- Email Integration
- Zoom Integration
- Salesforce Integration
Branding & Customizatio
- Custom Booking Page
- Personalized Links
Automatic Rules & Configurations
- Set Working Hours
Default Categories on G2
Filter for Features
Matching
Priority Matching | As reported in 22 Default reviews. Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information. | 97% (Based on 22 reviews) | |
Account Tiebreakers | As reported in 22 Default reviews. Provides tiebreaking features when leads match to multiple accounts. | 92% (Based on 22 reviews) | |
Fuzzy Matching | As reported in 21 Default reviews. Provides matching logic features for special characters, acronyms, and other complex names. | 94% (Based on 21 reviews) |
Routing
Match and Route | As reported in 21 Default reviews. Automatically routes matched leads directly to account owners. | 94% (Based on 21 reviews) | |
Multi-Objects | Allows users to build custom routing rules. 21 reviewers of Default have provided feedback on this feature. | 96% (Based on 21 reviews) | |
Territories | As reported in 21 Default reviews. Allows users to assign leads to selected territories and regions. | 94% (Based on 21 reviews) | |
Working Hours | Based on 21 Default reviews. Allows users to configure schedules so leads are routed only during working hours. | 97% (Based on 21 reviews) |
Platform Operations
Service level Agreements | Allows users to configure service level agreements so leads get matched and routed as fast as possible. This feature was mentioned in 21 Default reviews. | 94% (Based on 21 reviews) | |
Audit Logs | As reported in 21 Default reviews. Provides features to audit any leads that were misrouted to incorrect accounts. | 94% (Based on 21 reviews) | |
Duplicate Match | Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts. 21 reviewers of Default have provided feedback on this feature. | 94% (Based on 21 reviews) | |
Capping | Limits the number of leads to assign to sales reps. 21 reviewers of Default have provided feedback on this feature. | 95% (Based on 21 reviews) | |
Analytics | As reported in 21 Default reviews. Provides analytics for tracking and monitoring routing. | 92% (Based on 21 reviews) | |
Integrations | Based on 21 Default reviews. Provides integrations for CRMs and marketing automation platforms. | 97% (Based on 21 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time | Not enough data | |
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities | Not enough data | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. | Not enough data | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health | Not enough data | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success | Not enough data |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM | Not enough data | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM | Not enough data | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM | Not enough data | |
Marketing Leads | Automatically links marketing leads to sales generated opportunities in your CRM | Not enough data | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM | Not enough data |
Account Management
Nonengaged Accounts | Identifies accounts that sales reps aren't engaging with | Not enough data | |
Account optimization | Maximizes account coverage by determining the optimal number of accounts per rep | Not enough data | |
Historical Patterns | Identifies common themes among historical deals that are won or lost | Not enough data | |
Rep Performance | Identifies common themes and actions amongst reps that close the most deals | Not enough data | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement | Not enough data | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | Not enough data |
Integrations
MS Teams Integration | Based on 21 Default reviews. This software integrates with Microsoft Teams. | 83% (Based on 21 reviews) | |
Email Integration | This software integrates with popular email providers. 24 reviewers of Default have provided feedback on this feature. | 90% (Based on 24 reviews) | |
Zoom Integration | This software integrates with Zoom. This feature was mentioned in 22 Default reviews. | 90% (Based on 22 reviews) | |
Google Meet Integration | Based on 20 Default reviews. This software integrates with Google Meet. | 90% (Based on 20 reviews) | |
Salesforce Integration | This software integrates with Salesforce. 22 reviewers of Default have provided feedback on this feature. | 90% (Based on 22 reviews) |
Branding & Customizatio
Custom Booking Page | Based on 22 Default reviews. Provide the ability to create a custom booking page. | 90% (Based on 22 reviews) | |
Personalized Links | Provide the ability to create custom scheduling URLs. 22 reviewers of Default have provided feedback on this feature. | 91% (Based on 22 reviews) | |
Personalized Web Embed | Provide the ability to create a personalized web embed. This feature was mentioned in 19 Default reviews. | 88% (Based on 19 reviews) |
Automatic Rules & Configurations
Set Working Hours | Allow users to set automatic working hours. This feature was mentioned in 23 Default reviews. | 91% (Based on 23 reviews) | |
Automatic Updates | Automatically update calendars after a meeting has been booked. 21 reviewers of Default have provided feedback on this feature. | 90% (Based on 21 reviews) | |
Buffer Times | Based on 21 Default reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings. | 88% (Based on 21 reviews) |
Agentic AI - Revenue Operations & Intelligence (RO&I)
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Business Scheduling
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data |
