Feature
Contact
Account
Opportunity
Description of Feature
Create
Yes
Yes
Yes
Create one at a time or import from sources including csv file
Read
Yes
Yes
Yes
Read and Filter by a few criteria
Update
Yes
Yes
Yes
Update a record
Delete
Yes
Yes
Yes
Delete one or more records as applicable
Report
Yes
Yes
Yes
Each individual can report for themselves using standard reports. Team set up automatically does roll ups. All data is available for export for customized reporting
Stage
Yes
No
Yes
One can set up a stage for a Contact but not for an Account
Team Based Hierarchy
Yes
Yes
Yes
One can set up a team and reporting is done for the team by rolling up the team
Tags
Yes
No
Yes
Tags can be added at contact level but not at at Account Level
Notes
Yes
No
Yes
Notes can be added at contact level but not at at Account Level
Email
Yes
Yes
Yes
All email interactions with an account or contact are tagged. If an account or contact is tagged to an opportunity, those interactions will show up on the opportunity
Calendar
Yes
Yes
Yes
All calendars with an account or contact are tagged. If an account or contact is tagged to an opportunity, those interactions will show up on the opportunity
LinkedIn
Yes
Yes
Yes
All LinkedIn interactions with contact are tracked for authenticated users of GoWarm. If that contact is tagged to an opportunity, those interactions will show up on the opportunity
Conference Call Summaries*
No
No
No
This feature is being actively developed. Call Summaries from Gong, Teams, GMeet with be automatically tagged to respective contacts and accounts
Others
Export Data in CSV
Yes
Yes
Yes
-
Create Sequence on LinkedIn
Yes
NA
NA
-
Export data into a googlesheet, excel online
No
No
No
-
Refresh data into a googlesheet, excel online
No
No
No
-
.png)
