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Knowledge Base

Marketing & CRM Glossary

30 essential terms explained in plain language.

Agency

White Label

A product or service that can be rebranded and resold as your own.

Subaccount / Workspace

An isolated environment within a platform for managing a single client or business unit.

Snapshot (Template)

A packaged workspace configuration that can be duplicated to set up new accounts quickly.

Conversion Rate

The percentage of visitors who take a desired action on a page or in a funnel.

ROAS (Return on Ad Spend)

A metric that measures revenue generated for every dollar spent on advertising.

CTR (Click-Through Rate)

The ratio of users who click on a link compared to the total number who view it.

NPS (Net Promoter Score)

A customer satisfaction metric that measures loyalty on a scale of -100 to +100.

IVR (Interactive Voice Response)

An automated phone system that routes callers through menus using voice or keypad input.

Two-Way SMS

Text messaging that supports both sending and receiving messages within a platform.

Unified Inbox

A single view that consolidates messages from email, SMS, chat, social media, and other channels.

Email Deliverability

The ability of an email to reach the recipient's inbox rather than spam.

Drip Campaign

An automated series of emails sent on a schedule to nurture leads.

Marketing Automation

Technology that automates repetitive marketing tasks like emails, social media, and lead nurturing.

Sales Funnel

A multi-step process that guides prospects from awareness to purchase.

Landing Page

A standalone web page designed for a single conversion goal.

A/B Testing

Comparing two versions of a page, email, or ad to determine which performs better.

SEO (Search Engine Optimization)

The practice of optimizing content and websites to rank higher in search engine results.

Workflow Automation

Using software to automate multi-step business processes based on triggers and conditions.

Churn Rate

The percentage of customers who stop using a product or cancel subscriptions in a given period.

MRR (Monthly Recurring Revenue)

Predictable revenue a business earns each month from subscriptions.

CAC (Customer Acquisition Cost)

The total cost of acquiring a new customer, including marketing and sales expenses.

LTV (Lifetime Value)

The total revenue a business can expect from a single customer over their entire relationship.

Dunning

The automated process of retrying failed subscription payments to reduce involuntary churn.

SaaS (Software as a Service)

A software distribution model where applications are hosted in the cloud and accessed via subscription.

CRM (Customer Relationship Management)

Software that manages all interactions with leads and customers in one central system.

Sales Pipeline

A visual representation of where prospects are in the buying process.

Lead Scoring

A method of ranking leads based on their likelihood to convert into paying customers.

Ghost Visitors / Visitor Intent

Technology that identifies anonymous website visitors and reveals their company or contact data.

Webhook

An automated message sent from one app to another when a specific event occurs.

API (Application Programming Interface)

A set of rules that allows different software applications to communicate with each other.

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