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Tailored solutions for every bank, every sector
Conquer the era of privacy & digital-first in financial industry
Grow customer loyalty and build brand love for your business
Transform guest stays into memorable experience
Optimize customer journey to heal the pain of healthcare services
Mobio crafts solutions across industries, from streamlining processes to boosting engagement, we help businesses thrive.
Meet the goals of every marketer with a comprehensive platform
Elevate sales, delight service for customer satisfaction
Get the most ouf of your data for smarter business decisions
Discover the secrets to success with our knowledge base
See how Mobio can help your business to achieve more
Stay ahead of the curve with the latest industry insights and events
50+ use cases to overcome real-world challenges
Find quick and easy answers to all your questions about Mobio
We’re just getting started, and we’re so grateful for all our trusted tenants and partners that are joining in this journey with us.
Choose an affordable plan that’s packed with the best features for engaging your audience, creating customer loyalty & driving sales.
For individuals looking to start their business journey without upfront costs.
Start with
$0/year
Start at 100,000 MTPs/mo
For expanding teams seeking advanced features and support.
Start with
$1,800/year
Start at 10,000 MTPs/mo
MTPs
Monthly tracked profiles
See how to calculate the price
For medium to large businesses seeking enhanced tools and capabilities.
Start with
$3,600/year
Start at 100,000 MTPs/mo
MTPs
Monthly tracked profiles
See how to calculate the price
For scalable enterprises prioritizing security and robust features.
Start with
$16,800/year
Start at 500,000 MTPs/mo
MTPs
Monthly tracked profiles
See how to calculate the price
We will be landing this package soon. Add your email below and be among the first to know when we officially take fight.
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For individuals looking to start their business journey without upfront costs.
Start with
$0/year
Start at 100,000 MTPs/mo
For expanding teams seeking advanced features and support.
Start with
$240/year
Seats
Number of sales agents
See how to calculate the price
For medium to large businesses seeking enhanced tools and capabilities.
Start at
$1,440/year
Seats
Number of sales agents
See how to calculate the price
For scalable enterprises prioritizing security and robust features.
Start with
$3,360/year
Seats
Number of sales agents
See how to calculate the price
For individuals looking to start their business journey without upfront costs.
Start with
$0/year
Start at 100,000 MTPs/mo
For expanding teams seeking advanced features and support.
Start with
$240/year
Seats
Number of service agents
See how to calculate the price
For medium to large businesses seeking enhanced tools and capabilities.
Start at
$1440/year
Seats
Number of services agents
See how to calculate the price
For scalable enterprises prioritizing security and robust features.
Start with
$3,360/year
Seats
Number of services agents
See how to calculate the price
Contact us to learn about Analytics CDP capabilities and get your quotation.
We will be landing this package soon. Add your email below and be among the first to know when we officially take fight.
submit
Start at $0
Free CMS included with all modules
Start at $0
Free CMS included with all modules
Enterprise Plus
The most powerful stack for Large Enterprise
If you are a large enterprise with special requirements, we believe this plan is for you. Kindly contact our consultant for high-level meeting and negotiation.
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Completed features of
If you’re using Activation CDP, you will only be charged based on the number of MTPs.
This pricing is applicable specifically for Activation CDP with MTPs.
If you’re using Operation CDP, you'll pay for number of seats.
This pricing is applicable specifically for Operation CDP.
Basic
$0/month
Growth
$150/month
Professional
$300/month
Enterprise
$1,400/month
Identity Profile Management
Seamlessly manage Profiles with identifying information such as phone numbers, emails, social IDs, national ID numbers, and customer identification numbers (CIFs).
Profile Owner
Assign Profile Owners to take responsibility for managing and resolving issues related to specific Profiles, ensuring efficient Profile governance.
Profile Update
Easily add, modify, and update Profile information in bulk using Excel files, streamlining data management.
Dynamic Fields
Create and define custom fields to capture additional Profile information tailored to your business needs.3 fields
10 fields
200 fields
300 fields
Dynamic Events
Track and analyze custom user behaviors (events) to gain deeper insights into customer interactions.N/A
10 events
200 events
300 events
Profile Interactions
Engage with Profiles directly within the interface by making calls, sending SMS messages, or composing emails.
Note
Add notes related to Profiles to provide context and reference.
Email Verification
Verify and eliminate invalid email addresses to minimize bounces and improve campaign deliverability.
Account Management
Store and manage essential Account details, including contact information, addresses, tax IDs, industries, and more.N/A
Account Update
Easily add, modify, and update Account information in bulk using Excel files, streamlining data management.N/A
Add Profile
Associate individual Profiles with their respective Accounts, enabling better organization and management of Account-related data.N/A
Account Owner
Assign Account Owners to oversee and manage company-related tasks and address any issues that may arise.N/A
Associated Account
Establish connections between related Accounts, providing a holistic view of the Account ecosystem.N/A
Interaction Tracking
Track and maintain a detailed history of Account interactions, facilitating informed decision-making.N/A
Dynamic Fields
Create and define custom data fields to capture additional Account information tailored to specific needs.N/A
10 fields
200 fields
300 fields
Account Interactions
Engage with Accounts directly within the interface by making calls, sending SMS messages, or composing emails.N/A
Note
Add notes related to Accounts to provide context and reference.N/A
Web
Collect customer data from websites, including website visits, page views, and form submissions.
App
Collect customer data from mobile apps, such as app usage, in-app events, and user Profiles.N/A
Social channel
Collect customer data from social media platforms, including social media interactions, posts, and comments.
Call center
Integrate with call centers to capture call data, customer interactions, and call recordings.N/A
API
Connect with external systems via APIs to retrieve and integrate customer data from various sources.
Webhook
Receive real-time data updates from external systems through webhooks, ensuring data synchronization.
Speadsheet
Upload customer data from spreadsheets (Excel files, Google Sheets, etc.) for easy integration and analysis.
Data Source
Connect multiple social channels (Facebook, Instagram, Youtube, Zalo) to the platform. The total number of accounts you can integrate is limited (e.g., a Free plan might not allow adding more sources after connecting 4 Facebook pages)4 sources
Data destination
Mobio provides a centralized data repository to store and manage all collected customer data, enabling unified access and analysis.1 destination
5 destinations
20 destinations
30 destinations
Behavioral Data Storage
Allow businesses to retain customer behavioral data for extended periods, providing a rich repository of customer interactions and preferences for in-depth analysis and insights.3 months
6 months
12 months
12 months
Demographic
Store complete demographic information, including name, gender, date of birth, address, occupation, religion, marital status, and more.
Campaign interaction
Track customer interactions with marketing campaigns, such as email opens, link clicks, and message responses.
Social interaction
Capture customer interactions on social media channels, including comments, messages, and reactions, with automatic sentiment analysis.
Loyalty interaction
Store loyalty program data such as points, spending history, tier levels, and voucher usage.N/A
Web interaction
Track customer website browsing behavior, including page views, time spent on pages, scroll percentage, and abandoned carts.
Mobile interaction
Capture mobile app usage behavior, including app installs, logins, updates, screen timeouts, button clicks, and more.N/A
Automatic PII Detection
Automatically identify and store phone numbers or emails from customer comments and messages.
Behavior Tag
Collect and store Profile interaction behaviors using behavior tags.
Data Storage
Save call recordings (3 months), chat history (1 year), and comment history (1 month).N/A
Internal interaction
Store business interactions with customers such as phone calls, text messages, and emails.
Internal note
Store related notes pertaining to Profiles or Accounts.
Profile Synchronization
Configure data fields to determine the conditions for a Profile to be registered in the system from each source. This enables seamless data integration from multiple channels.
Dynamic Events
Integrate custom events captured on third-party systems, allowing for the synchronization of Profile interaction data and the triggering of relevant campaigns.N/A
10 events
200 events
300 events
Data Extraction
Export existing Mobio data via API or webhook to external destinations (sources) for analysis, report generation, or integration with third-party platforms.1 destination
5 destination
20 destination
30 destination
Create Segment
Create and define segments based on specific marketing campaign goals, either individually or from files.
Demographic
Segment Profiles based on demographic data, such as age, gender, location, and income.
Interaction Behavior
Segment Profiles based on interaction behaviors, including transactions, voucher usage, and campaign engagement.
Loyalty
Segment Profiles based on loyalty data, such as tier level and card status.N/A
N/A
Dynamic Fields
Segment Profiles based on custom groups, including device ID, gender, and behavior tags.
Calculation
Calculate the number of reachable Profiles and distribute Profiles across channels.
Save Segment
Save created segmentation collections for reuse across various purposes.
Statistics
Analyze the number of segments used in Journeys.
Create Journey
Create Journeys directly from segments, enabling targeted campaign automation.
SMS
Deliver customer support messages and promotional SMS notifications using SMS Brandname.
App push
Send personalized in-app notifications to engage mobile app users.N/A
Web push
Deliver personalized web push notifications to website visitors.
Landing page
Create beautiful and unique landing pages to drive customer engagement and conversions.
Zalo
Send Zalo OA messages to connect with customers on the Zalo platform.
ZNS (Special Offer)
Deliver ZNS messages to customers with a 20% discount on Zalo's standard messaging rates.N/A
Facebook Messenger
Send personalized messages to customers via Facebook Messenger.
User attributes
Personalize based on demographic data or dynamic fields.
Event attributes
Personalize based on customer interaction behavior data or dynamic events.N/A
System attributes
Personalize based on conditions or formulas calculated by the system (e.g., total transaction value of a customer within a specific time period).N/A
N/A
Loyalty attributes
Personalize based on loyalty data.N/A
N/A
N/A
Personalized voucher
Personalize voucher information (unique) sent to each customer: voucher code, validity, discount value, QR code, and other loyalty data.N/A
N/A
Personalized CX
Build personalized customer journeys for different customer segments.
Multi-attribute
Create multiple personalization fields within a single message.3 fields
10 fields
200 fields
300 fields
Master Campaign Management
Manage individual campaigns within a larger master campaign to gain an overview of the entire campaign.N/A
N/A
Report
Manage and report on the overall performance of the master campaign to assess the overall effectiveness of the entire campaign.N/A
N/A
Drag-and-drop campaign flow
Build automated multi-channel journey by using drag-and-drop blocks with a visual and user-friendly interface.10 blocks / journey
30 blocks / journey
50 blocks / journey
50 blocks / journey
Pre-built journeys
Easily select and launch pre-built journeys for efficient and quick campaign setup.
Omni-channel campaign
Combine multi-channel interactions in a single campaign.
Multi-criteria target audience
Choose target audience based on multiple criteria.
Tracking
Choose specific links for tracking to help business understand which links are most engaging and which ones are not performing as well. There are limitations on the number of links that can be tracked within a message or journey.N/A
3 links/ journey
20 links/ journey
30 links/ journey
A/B testing
Perform A/B testing with different versions to determine which version performs more effectively (can test up to 4 versions simultaneously).N/A
N/A
Condition testing
Check if the target audience meets the specified conditions. If the audience meets the conditions, proceed with building the next journey.N/A
Random split
Randomly allocate a number of target audience members to follow different journeys (up to 5 branches).N/A
N/A
Rule-based split
Segment the target audience based on the specified conditions (up to 4 branches).N/A
N/A
Limit send
Limit the number of Profiles entering each block.N/A
N/A
Interaction-based
Check if the Profile has performed any interactions with the message, and then build a journey based on the interactions.
Wait
Wait for a predefined period of time.
Wait for event
Wait until the Profile generates an event (online behavior).N/A
N/A
Wait for a period of time
Profiles only move down to lower blocks within the configured time frames.N/A
Save Profile
Save and organize Profile lists for future use in marketing campaigns and segmentations.
Audience sync
Automatically synchronize advertising objects to Facebook & Google Ads.N/A
Create an oppty
Create immediate sales Opptys within the customer journey.N/A
Embed tag
Add tags to segmented Profiles based on their engagement, enabling targeted and personalized campaigns.N/A
Call API
Easy integration with other systems through API endpoints.N/A
N/A
Time setting
Set campaign activation time.N/A
Record setting
Record campaign results immediately after the campaign ends or after a specified period of time.
Notifications
Receive results via one or multiple emails.
Repetation
Set up recurring message delivery intervals: daily/weekly/monthly/yearly or one-time delivery (non-recurring).N/A
N/A
Recurred messages based on Profile
Option to repeat the scenario for selected Profiles according to business preferences.N/A
N/A
Anti-spam protection
The system calculates the number of messages sent to avoid spamming customers.N/A
Ads checking
Check if the Profile agrees to receive SMS or call advertisements.
Resource checking
Check resources before activating a campaign. In case the resources are not sufficient, it will notify and enter a "Pending" state until the resources stabilize for campaign activation.
[Main features]
Send messages via web push and app push with an extremely high real-time rate, maximizing customer interaction.Coming Soon
Coming Soon
Coming Soon
Coming Soon
Multi-domain and Subdomain
Register multiple domains or subdomains for email delivery.N/A
N/A
Drag-and-drop Interface
Design dynamic email marketing using drag-and-drop blocks for simplicity and ease of use.
Response Email
Receive email replies from customers.
Choose Email to Receive Message
Choose the email address to receive messages (either primary email or all email addresses associated with the Profile).
Mass Sending
Send bulk email marketing in a short period of time.Rate limit
Rate limit
Rate limit
Email Testing
Send test emails before running the actual campaign.
Reporting & Analytics
Track the number of successfully sent or failed emails, as well as opened or unopened emails.
Embed Tag
Tag each link in the email to track customer behavior.
Attach Voucher
Attach vouchers to emails (send vouchers to customers via email marketing).N/A
Scheduling
Schedule email delivery.N/A
Personalization
Personalize the message and content in emails based on individual customer attributes.3 fields
10 fields
200 fields
300 fields
Mobile Friendly and Responsive Design
Edit and set email templates for various screen types: desktop, tablet, mobile.
Preview
Preview email templates on multiple screen types after design completion.
Save Template
Save email templates to the existing email library in the system.
Export HTML
Export email templates to HTML files.
Pre-built Email Templates
Edit emails from the available template library.
Custom-coded Templates
Allow users to edit code for detailed customization.N/A
N/A
Upload HTML Templates
Upload HTML email templates.N/A
N/A
Pop-up display
Display pop-ups on websites and apps.
Design pop-up
Design pop-ups using drag-and-drop components such as text, buttons, images, forms, icons, countdowns, blocks, videos, and animations.
Pre-built pop-up template
Provide users with quick pop-up creation using a diverse collection of pre-designed templates.
Customized font
Option to add new fonts from Google Fonts or upload custom fonts for display in pop-ups.N/A
Responsive & mobile friendly
Create responsive pop-ups that seamlessly adapt to both mobile and web platforms.
Pop-up customization
Add and customize displayed fields in pop-ups.
Button design
Set up and design various buttons in pop-ups with tracking links for customer interactions.
Download pop-up
Download created pop-ups as .mopp files.N/A
N/A
N/A
Data sync
Synchronize data collected from pop-ups with the existing data system.
Pop-up monitoring
Manage all pop-ups in a single interface based on their activation status.
Quick edit
View, activate, edit, delete, and duplicate pop-ups directly from the management interface.
Report & analytics
Generate reports on the effectiveness of pop-up reach over time.
Channel efficiency
Generate reports on the effectiveness of pop-ups by channel (web/app).N/A
Design Landing Page
Design using drag-and-drop components such as headings, text, buttons, icons, forms, images, videos, accordions, containers, stacks, blocks, loops, countdowns, and animations.
Pre-built Templates
Create quick pop-ups with a diverse collection of pre-designed templates. Additionally, components like buttons, icons, forms, etc., have ready-made templates for faster design.
Font Customization
Add new fonts from Google Fonts or upload custom fonts to level up the visual appeal of your landing pages.N/A
Responsive Editing
Create responsive landing pages that adapt seamlessly to different screen sizes and devices, ensuring optimal user experience across all platforms.
Intuitive Interface
Enjoy a user-friendly interface with intuitive actions for viewing, editing, copying, deleting, activating, and deactivating landing pages directly from the management dashboard.
Custom Domain
Set up custom domains for your landing pages to enhance branding and improve user trust.Domain ck.mobio.io
Custom domain
Custom domain
Custom domain
Autosave
Automatically save your landing page edits as you work, ensuring no progress is lost.
Web Live Chat Integration
Seamlessly integrate web live chat to engage with visitors and provide prompt customer support.
SEO
Optimize your landing pages for search engines to improve their visibility and ranking in search results.
Marketing Tool Integration
Integrate your landing pages with popular marketing tools like Google Analytics and Facebook Pixel to track performance and gain valuable insights.
User Behavior Tracking
Track user interactions with landing page elements, such as buttons, to gain insights into visitor behavior and optimize engagement.
Data Synchronization
Set up data synchronization with other systems via API or Google Sheets to streamline data management and integration.N/A
N/A
N/A
Download Template
Download created landing pages as .mopage files for easy sharing and backup.N/A
N/A
N/A
Facebook Audience sync
Synchronize target audiences with Facebook Ads and run targeted advertising campaigns.N/A
Lead form
Manage Lead Gen campaigns, automatically collect form data, and track campaign sources.N/A
Ads Account
Connect unlimited advertising Accounts.N/A
Journey Builder Integration
Coordinate with Journey Builder scripts to quickly and automatically synchronize target audiences within marketing scenarios.N/A
Customer Data
Manage customer information such as: Name, description, discount type/issuance type, application time, validity, applicable targets, etc.N/A
N/A
N/A
Store Data
Manage store information: Name, information, images, address, map, etc.N/A
N/A
N/A
Discount Configuration
Configure discount types: Value-based or percentage-based.N/A
N/A
N/A
Issurance Configuration
Configure isssuance types: Free gift (through marketing campaigns), points redemption, value-based gift according to the invoice.N/A
N/A
N/A
Voucher Code
Create voucher codes: Limit on the total number of codes in the program, for each customer, number of codes issued per day, time interval between code retrievals, validity period.N/A
N/A
N/A
Loyalty Policy
Configure loyalty policies: Application time, applicable locations, applicable targets.N/A
N/A
N/A
Point Configuration
Configure point definition & expiration: Consumer points and evaluation points.N/A
N/A
N/A
Point Accumulation Conditions
Allow configuring the number of points added based on card levels.N/A
N/A
N/A
Membership Policy
Customize unique policies for each type of card membership, ensuring personalized benefits and experiences for your valued customers.N/A
N/A
N/A
Card Approval
Manual or automatic card approval.N/A
N/A
N/A
Tier Policy
Effortlessly set up and manage tier policies to create rewarding loyalty programs that resonate with your customer base.N/A
N/A
N/A
Voucher Configuration
Award vouchers to customers.N/A
N/A
N/A
Personalization
Personalize messages when awarding points and vouchers to customers.N/A
N/A
N/A
Voucher Validation
Seamlessly validate vouchers to ensure active and accurate redemption, providing a smooth and hassle-free experience for users.N/A
N/A
N/A
Post-transaction Rating
Gather valuable customer feedback after transactions, allowing you to understand their preferences and improve overall satisfaction levels.N/A
N/A
N/A
Notifications
Receive notifications when customers provide negative feedback.N/A
N/A
N/A
Configure Policy
Configure policies based on different invoice value tiers.N/A
N/A
N/A
Import
Configure policies based on other programs: Manual input, Excel import.N/A
N/A
N/A
Voucher Code Inventory
Upload and manage voucher code inventory (or the system generates codes automatically).N/A
N/A
N/A
Card Code Inventory
Upload and manage member card code inventory (or the system generates codes automatically).N/A
N/A
N/A
Report
Statistical reports on voucher program results, voucher utilization efficiency, revenue generated from voucher programs, detailed reports for each Profile.N/A
N/A
N/A
File Export
Export report files to Excel.N/A
N/A
N/A
Role-Based Access Control
The fundamental access control in Mobio, currently supporting four levels of role: Owner, Admin, Manager, and User.N/A
Attribute-Based Access Control
The advanced access control in Mobio, primarily designed for large enterprises with complex hierarchical structures. ABAC allows user, resource, and permission attributes to determine access rights and enforce requested actions.N/A
N/A
N/A
Consent Configuration
Configure the system to capture three types of customer consent when importing data from various sources.
Add Consent Information
Add customer consent information during Profile creation, whether individually or in bulk through file uploads. Attach relevant evidence files for each consent type.
Store Consent Information
Store captured consent information in a dedicated section within each Profile's details. This allows businesses to easily retrieve, verify, and modify consent information as needed.
Data Handling Notification
Automatically notify customers via Journey Builder about the collection and processing of their data.
Bulk Data Deletion
Facilitate automated data deletion upon data subject requests through Mobio's Ticket system.
Overall Campaign Performance Report
Gain a holistic overview of campaign effectiveness with metrics such as the number of Profiles engaged in journeys, messages sent, open rates, click-through rates, conversion rates, and delivery success rates.
Message Performance Report
Analyze performance metrics for each individual message, including engagement rates and reach effectiveness.
Channel Performance Report
Evaluate performance across different channels, including reach effectiveness by channel and engagement rates by channel.N/A
N/A
Detailed Report
Obtain detailed insights into each scenario within a journey. These reports provide a visual representation of the conversion funnel, allowing businesses to identify areas for improvement and optimize customer journeys.N/A
N/A
Profile Dashboard
Offer a one-stop shop to understand your customer base, with breakdowns by demographics, data source, and membership cards.
Work Dashboard
Provide a comprehensive overview of task management and progress to keep your team on track, visualizing upcoming tasks, overdue items, and overall progress by employee.
Real-time Data Updates on Dashboard
The dashboard reflects data updates in near real-time, ensuring that businesses have access to the most up-to-date information about their customers. The shorter the update interval, the closer the dashboard data is to real-time.4 hours
4 hours
1 - 2 hours
30 minutes
Dashboard Access Control
Granular access control for the dashboard allows businesses to restrict access based on user roles and permissions within the system. This ensures that only authorized users can view sensitive data.
Export
Users can easily export dashboard data to Excel formats for further analysis and reporting. This enables businesses to share data with relevant stakeholders or integrate it with other systems.N/A
Custom integration ($)
Integration of custom data sources based on business requirements (costs may apply).N/A
N/A
N/A
New feature development ($)
Development of new features based on business requirements (costs may apply).N/A
N/A
N/A
Custom dashboard ($)
Customization of dashboards according to specific needs (costs may apply).N/A
N/A
N/A
Guides & tutorials
Detailed product documentation and user guides, regular email updates on features and policies, optimization guides for maximizing product effectiveness.
Email support
Resolution of inquiries and complaints via email with the Customer Support team during business hours (9/5) or priority support (24/7).9/5
9/5
9/5
24/7
Phone & video call support
Resolution of inquiries and complaints through phone or video calls with the Customer Support team during business hours (9/5) or priority support (24/7).N/A
N/A
9/5
24/7
Onboarding
Customer onboarding assistance by the Customer Support team to help set up initial steps upon logging into the software.N/A
Assist
Assist
Dedicate
Review & consultation
Regular performance reviews of business operations and consulting for improving and optimizing software efficiency.N/A
N/A
Consultant review
Expert review
Basic
$0 / month
Growth
$20 / month
Professional
$120 / month
Enterprise
$280 / month
Identity Profile Management
Seamlessly manage profiles with identifying information such as phone numbers, emails, social IDs, national ID numbers, and customer identification numbers (CIFs).100,000 profiles
1,000,000 profiles
10,000,000 profiles
100,000,000 profiles
Profile Owner
Assign Profile Owners to take responsibility for managing and resolving issues related to specific profiles, ensuring efficient profile governance.
Profile Update
Easily add, modify, and update profile information in bulk using Excel files, streamlining data management.
Dynamic Fields
Create and define custom fields to capture additional profile information tailored to your business needs.3 fields
10 fields
200 fields
300 fields
Profile Interactions
Engage with profiles directly within the interface by making calls, sending SMS messages, or composing emails.
Note & Task
Add notes and tasks related to profiles to provide context and reference.
Account Management
Store and manage essential account details, including contact information, addresses, tax IDs, industries, and more.10,000 Accounts
Unlimited Accounts
Unlimited Accounts
Account Update
Easily add, modify, and update account information in bulk using Excel files, streamlining data management.
Add Profile
Associate individual profiles with their respective accounts, enabling better organization and management of account-related data.
Account Owner
Assign Account Owners to oversee and manage company-related tasks and address any issues that may arise.
Associated Account
Establish connections between related accounts, providing a holistic view of the account ecosystem.
Interaction Tracking
Track and maintain a detailed history of account interactions, facilitating informed decision-making.
Dynamic Fields
Create and define custom data fields to capture additional account information tailored to specific needs.3 fields
10 fields
200 fields
300 fields
Account Interactions
Engage with accounts directly within the interface by making calls, sending SMS messages, or composing emails.
Note & Task
Add notes and tasks related to accounts to provide context and reference.
Team
Create and manage teams within the system.1 team
1 team
10 teams
Unlimited
User
Set the maximum number of users that can be added to a team.3 users
9 users
100 users
1,000 users
Team Scope Configuration
Define the scope of responsibility for each team and each team member (agent).N/A
N/A
Agent Scope Configuration
Set the scope of responsibility for each individual agent.
Notifications
Send notifications when orders remain unassigned.N/A
N/A
Advanced Access Control
Configure access permissions and enable tracking for sales Opptys.
Create Tasks and Reminders
Create multiple new tasks and schedule reminders.
Create Follow-up Tasks
Generate follow-up tasks directly from existing scheduled tasks.
Tag and Create Notes
Tag users within task content or notes to facilitate collaboration.
Mentions
Receive notifications when mentioned (tagged) in task content or notes.
Notifications
Automatically send notifications via email or push notification to agents when there is a new sales Oppty, when pending assignments exceed the threshold, or when there are overdue tasks.
Workflow Design
Allows users to create workflows to build and set up automated processes in their work using drag-and-drop blocks, which are intuitive and easy to use.1 workflow
3 workflows
5 workflows
100 workflows
Pre-built Workflows
A list of pre-created workflows with various scenarios.
Scheduling
Allows users to schedule the start of a workflow when an event occurs or to repeat at a specific time periodically.
Wait
Wait until a specific date, wait for a period of time, or wait until an event occurs to activate the workflow.
Action Configuration
Configure actions such as creating a ticket or task.
Check User Interaction with Notifications
Check if the user interacts with notifications to build scenarios based on interactions.
Check Task Progress
Monitor task progress and build scenarios based on the progress.
Split by Condition
Configure to route objects to different branches/channels/messages. Users can set conditions for each branch to direct objects to the appropriate and desired branch.
Internal Communication
Send internal notifications via email or web push, in-app notifications.
Overview Report
Overview report of workflow activities, including notification channels and internal interactions.
Detailed Report
Detailed reports according to scenario blocks, providing a comprehensive view of the workflow and user interactions.
Create Sales Oppty
Automatically generate Opptys from various sources.10,000 Opptys
Unlimited Opptys
Unlimited Opptys
Unlimited Opptys
Track Sales Oppty
Monitor new Opptys: assigned and unassigned.
Auto Tagging
Configure automatic tagging of tasks based on Profile conditions when a new Oppty is created.
Dynamic Fields
Allow the creation of multiple custom fields for Opptys.1 fields
3 fields
10 fields
Unlimited
Filtering
Diverse filters for Opptys: by event, source, process, information, etc.
Manage Sales Oppty
Manage Opptys with a variety of information fields: Oppty details, status, profile tagging, product, ticket.
Save View
Allow the creation of new display panels to manage Opptys according to different information fields.
Oppty Owner & Supporter
Add multiple responsible agents for Opptys: Primary Responsible (Oppty Owner) and Support Agent (Supporter).
Mark Sales Oppty
Mark new Opptys; upcoming or overdue Opptys that need contact are easily identifiable by agents (SLA).Not having SLA set up
Notifications
Send notifications when the number of unassigned Opptys exceeds the threshold.
Email, SMS
Allow agents to send customer service emails, promotional SMS, and marketing SMS directly to the Profile from the Oppty interface.
Store Information Related to Sales Oppty
Store calls, call recordings, images, and messages related to Opptys.
Store History of Actions on Sales Oppty
Store the history of employee actions on Opptys: status changes, edits, adding information, etc.
Timeline
Timeline to manage the activity history related to Opptys.
Set KPIs for a specific period
Set target KPIs for the year and quarter
Set KPIs for individuals
Set target KPIs for each agent
Calculate KPI completion rate
Automatically calculate the actual KPI completion rate compared to the set target
Establish Sales Pipelines
Create and manage sales pipelines for different products or services (applicable to banks only).
Oppty Status Management
Utilize sales pipelines to track and manage the status of sales Opptys.
Process Access Control
Set up access permissions for sales pipelines, granting access to specific teams or individuals.
Number of Sales Pipelines
Define the maximum number of sales pipelines that an organization can create within the system.1 pipeline
3 pipelines
10 pipelines
Unlimited
Multi-pipeline
Enable the creation and management of multiple sales pipelines simultaneously.
Sales Stage
Modify, add, or remove stages (steps) within sales pipelines to reflect the organization's sales process.
Automatic Pipeline Assignment
Automatically assign sales pipelines to newly created sales Opptys based on predefined rules or default settings.
SLA Configuration
Establish service-level agreements (SLAs) for each stage of a deal within a sales pipeline.N/A
Automatic Oppty Routing
Assign sales Opptys to sales agents based on predefined rules and pipeline configurations.
Condition-Based Assignment
Evaluate specific conditions before assigning sales Opptys, ensuring that the right Opptys are assigned to the right individuals.
Team-Based Assignment Rules
Implement rules for assigning sales Opptys to specific teams based on predefined criteria.Limited
Unlimited
Unlimited
Unlimited
Agent-Based Assignment Rules
Implement rules for assigning sales Opptys to specific agents within the team based on predefined criteria.Limited
Limited
Unlimited
Unlimited
Stop Assigning
Automatically stop asigning oppty in 2 ways: (1) Stop in the shared queue; (2) Stop in the team queue.Limited
Limited
Unlimited
Unlimited
Retrieval Rule
Automatically retrieval or reassign Opptys based on 3 kinds of rule: (1) Retrieval after inactivity; (2) Define custom recall rules for teams or processes; (3) Copy recall rule configuration from other teams.Applicable
Applicable
Applicable
Applicable
Not Assign
Exclude specific team members from automatic assignment. This could be useful for team members who are unavailable, overloaded, or handling special projects.
Maximum Opptys Assigned
Set a maximum number of Opptys per team member. This helps prevent team members from becoming overburdened and ensures they can focus on each Oppty effectively.
Default Assignment Rule
Assign unassigned Opptys to a designated default account when no suitable team member is found. This ensures that no Opptys fall through the cracks and are always assigned for follow-up.
Automated Trigger-Action Rules
When a specific condition or event (trigger) occurs, the rule automatically initiates a corresponding action. This automation can streamline processes, improve efficiency, and reduce manual intervention. (17 triggers)3 types of triggers
10 types of triggers
All triggers
All triggers
Multi-Condition and Action
Allows users to create more complex and powerful automation rules by combining multiple conditions and actions. This enables more granular control over automation behavior and can handle more intricate scenarios.
Automated Sales Oppty Assignment
Automatically assign sales Opptys to the appropriate teams and team members based on predefined conditions.
Notifications
Send internal notifications when sales Opptys are automatically assigned. This keeps team members informed and ensures they are aware of new Opptys requiring their attention.
Dynamic Fields
Allow users to define rules for automatically adding custom fields to Oppty records.1 field
3 fields
10 fields
Unlimited
Customized Automation for Different Sales Processes
Enable the creation of unique automation rules for each sales process within the organization. This allows for tailored automation behavior that aligns with the specific requirements and workflows of each process.
Restriction on the Number of Actions per Rule
Allow 5 actions that can be included within a single automation rule.
Multiple Rules per Process
Allow users to define multiple automation rules for each sales process. This enables more comprehensive automation coverage and addresses various scenarios within a single process.
Role-Based Access Control
The fundamental access control in Mobio, currently supporting four levels of role: Owner, Admin, Manager, and User.N/A
Attribute-Based Access Control
The advanced access control in Mobio, primarily designed for large enterprises with complex hierarchical structures. ABAC allows user, resource, and permission attributes to determine access rights and enforce requested actions.N/A
N/A
N/A
Consent Configuration
Configure the system to capture three types of customer consent when importing data from various sources.
Add Consent Information
Add customer consent information during profile creation, whether individually or in bulk through file uploads. Attach relevant evidence files for each consent type.
Store Consent Information
Store captured consent information in a dedicated section within each profile's details. This allows businesses to easily retrieve, verify, and modify consent information as needed.
Data Handling Notification
Automatically notify customers via Journey Builder about the collection and processing of their data.
Bulk Data Deletion
Facilitate automated data deletion upon data subject requests through Mobio's Ticket system.
Sales dashboard
Provide 18 different types of dashboards providing comprehensive and detailed reports on revenue, sales performance, KPI achievement, order quantity, sales funnel, etc., to help evaluate the overall business operations of the enterprise.
Work Dashboard
Report the number of upcoming and overdue tasks, new and completed tasks, and tasks by status for each agent.
Real-time Data Updates on Dashboard
The dashboard reflects data updates in near real-time, ensuring that businesses have access to the most up-to-date information about their customers. The shorter the update interval, the closer the dashboard data is to real-time.4 hours
4 hours
1 - 2 hours
30 minutes
Dashboard Access Control
Granular access control for the dashboard allows businesses to restrict access based on user roles and permissions within the system. This ensures that only authorized users can view sensitive data.
Export
Users can easily export dashboard data to Excel formats for further analysis and reporting. This enables businesses to share data with relevant stakeholders or integrate it with other systems.N/A
Self-custom dashboard
User-generated and customizable dashboards to display desired metrics.
Mobile app ($)
Develop a mobile sales app for sales agents (costs may apply).N/A
N/A
N/A
New feature development ($)
Development of new features based on business requirements (costs may apply).N/A
N/A
N/A
Custom dashboard ($)
Customization of dashboards according to specific needs (costs may apply).N/A
N/A
N/A
Guides & tutorials
Detailed product documentation and user guides, regular email updates on features and policies, optimization guides for maximizing product effectiveness.
Email support
Resolution of inquiries and complaints via email with the Customer Support team during business hours (9/5) or priority support (24/7).9/5
9/5
9/5
24/7
Phone & video call support
Resolution of inquiries and complaints through phone or video calls with the Customer Support team during business hours (9/5) or priority support (24/7).N/A
N/A
9/5
24/7
Onboarding
Customer onboarding assistance by the Customer Support team to help set up initial steps upon logging into the software.N/A
Assist
Assist
Dedicate
Review & consultation
Regular performance reviews of business operations and consulting for improving and optimizing software efficiency.N/A
N/A
Consultant review
Expert review
Basic
$0 / month
Growth
$20 / month
Professional
$120 / month
Enterprise
$280 / month
Identity Profile Management
Seamlessly manage profiles with identifying information such as phone numbers, emails, social IDs, national ID numbers, and customer identification numbers (CIFs).100,000 profiles
1,000,000 profiles
10,000,000 profiles
100,000,000 profiles
Profile Owner
Assign Profile Owners to take responsibility for managing and resolving issues related to specific profiles, ensuring efficient profile governance.
Profile Update
Easily add, modify, and update profile information in bulk using Excel files, streamlining data management.
Dynamic Fields
Create and define custom fields to capture additional profile information tailored to your business needs.3 fields
10 fields
200 fields
300 fields
Profile Interactions
Engage with profiles directly within the interface by making calls, sending SMS messages, or composing emails.
Note & Task
Add notes and tasks related to profiles to provide context and reference.
Account Management
Store and manage essential Account details, including contact information, addresses, tax IDs, industries, and more.10,000 Accounts
Unlimited Accounts
Unlimited Accounts
Unlimited Accounts
Account Update
Easily add, modify, and update account information in bulk using Excel files, streamlining data management.
Add Profile
Associate individual profiles with their respective accounts, enabling better organization and management of account-related data.
Account Owner
Assign Account Owners to oversee and manage company-related tasks and address any issues that may arise.
Associated Account
Establish connections between related accounts, providing a holistic view of the account ecosystem.
Interaction Tracking
Track and maintain a detailed history of account interactions, facilitating informed decision-making.
Dynamic Fields
Create and define custom data fields to capture additional account information tailored to specific needs.3 fields
10 fields
200 fields
300 fields
Account Interactions
Engage with accounts directly within the interface by making calls, sending SMS messages, or composing emails.
Note & Task
Add notes and tasks related to accounts to provide context and reference.
Team
Create and manage teams within the system.1 team
1 team
10 teams
Unlimited
User
Set the maximum number of users that can be added to a team.3 users
9 users
100 users
1,000 users
Team Scope Configuration
Define the scope of responsibility for each team and each team member (agent).N/A
N/A
Agent Scope Configuration
Set the scope of responsibility for each individual agent.
Create Tasks and Reminders
Create multiple new tasks and schedule reminders.
Create Follow-up Tasks
Generate follow-up tasks directly from existing scheduled tasks.
Tag and Create Notes
Tag users within task content or notes to facilitate collaboration.
Mentions
Receive notifications when mentioned (tagged) in task content or notes.
Automated Notifications
Automatically send notifications via email or push notification to employees when there is a new sales Oppty, when pending assignments exceed the threshold, or when there are overdue tasks.
Workflow Design
Allows users to create workflows to build and set up automated processes in their work using drag-and-drop blocks, which are intuitive and easy to use.1 workflow
3 workflows
5 workflows
100 workflows
Pre-built Workflows
A list of pre-created workflows with various scenarios.
Scheduling
Allows users to schedule the start of a workflow when an event occurs or to repeat at a specific time periodically.
Wait
Wait until a specific date, wait for a period of time, or wait until an event occurs to activate the workflow.
Action Configuration
Configure actions such as creating a ticket or task.
Check User Interaction with Notifications
Check if the user interacts with notifications to build scenarios based on interactions.
Check Task Progress
Monitor task progress and build scenarios based on the progress.
Split by Condition
Configure to route objects to different branches/channels/messages. Users can set conditions for each branch to direct objects to the appropriate and desired branch.
Internal Communication
Send internal notifications via email or web push, in-app notifications.
Overview Report
Overview report of workflow activities, including notification channels and internal interactions.
Detailed Report
Detailed reports according to scenario blocks, providing a comprehensive view of the workflow and user interactions.
All-in-one Channel Management
Manage multiple social media channels from a single interface: Facebook Fanpage, Zalo OA, Youtube Channel, Instagram Business, Line OA, Web live chat
Multi-Channel Integration
Integrate multiple social media channels into the system and easily switch between them.4 channels
Unlimited
Unlimited
Unlimited
Scheduling
Schedule posts on multiple Fanpages simultaneously.
Behavioral Tag
Attach tags to posts, comments, and messages to filter customers based on their interests.
Interface Configuration
Customize the display of social channels on the interface.
Sentiment Analysis
Automatically detect customer feedback sentiment in their comments on Facebook (Vietnamese language only).N/A
Automatic Contact Information Collection
Automatically collect phone numbers and emails left by customers in comments and messages and add them to the CDP.
Customer Information View
View customer information directly in the chat interface.
Quick Editing
Perform quick actions: add notes, create tickets, create sales Opptys, and tag Profiles.
Task Assignment
Assign tasks by social media channel, comment, message, or review.
Advanced Filtering
Filters help employees organize tasks efficiently according to their needs: filter by recipient, time order, completion status, response/feedback status, and task classification tags.
Notifications
Notify the number of unanswered/unread tasks and alert for unanswered time.
Message tag
Use message tags to reach customers through Facebook Messenger after the 24-hour rule has expired.
Timed Retrieval
Retrieve conversations after a certain period.
Retrieve and Assign New Owner
Retrieve and forward conversations to the designated employee.
Assign to Manager
Retrieve and assign conversations to the Manager.
Social Media Response
Set up a separate response mechanism for each social media channel according to the business's needs.
Personalization
Personalize responses sent to customers
Automatic Response
Automatically respond to customer comments with comments or messages.
Automated Messages
Set up automated messages to respond according to the time frame.
Assignment Tag
Allow tagging (e.g., Purchase, Return, Technical Support, etc.) to assign tasks.
Automatic Comment Hiding
Automatically hide comments containing phone numbers/emails/predefined phrases (e.g., hide comments containing customer phone numbers on Facebook posts to protect privacy, only businesses can see this information).
Response Template Library
Set up a library of quick response templates for the entire team or for individuals.
Response Templates
Divide response templates into groups based on content and configure the display order, making it easier for employees to find and use.
Response Template Sharing
Share response templates for one or more social media channels at the same time.
Web Widget
Embed support on your website. Allow customers to get the help they need by taking actions like submitting a ticket, or starting a conversation with an agent.
Multi-Website
Manage and track live chats on multiple websites simultaneously.
Widget Customization
Design the display style, greetings, and chat content.
Contact Form / Pre-chat form
Manage customer information forms and automatically transfer data to Mobio CDP.
Ticket Creation and Editing
Create or add new tickets from multiple sources: Phone, email, live chat, social media, etc.
Access Control Management
Manage access rights and ticket handling for different teams.N/A
Dynamic Fields
Option to add custom ticket fields to capture additional information specific to your business needs.1 field
3 fields
Unlimited
Unlimited
Threshold Alerts
Send notifications when the ticket assignment queue exceeds a predefined threshold.
Multi-hotline
Manage and handle incoming calls from various hotline numbers through a single platform.N/A
Extension Configuration
Set up and manage individual extensions for team members or departments, enabling them to receive and make calls through the system.N/A
Direct Call
Initiate outbound calls directly from the system interface, eliminating the need to use separate phones or dialers.N/A
Call History
Maintain a detailed record of all incoming and outgoing calls, including caller information, call duration, and notes.N/A
Call Recording
Record customer calls for quality assurance, training purposes, or dispute resolution. Easily access and review recorded calls later.N/A
Call Forwarding
Forward incoming calls to another extension or external number when agents are unavailable or busy. This ensures that no calls are missed and customers receive timely assistance.N/A
Automatic Customer Identification
Automatically identify the caller's information based on their phone number and link it to their existing Profile within the system.N/A
Verify Advertising Profile
Check whether a caller has consented to receive advertising SMS or calls, ensuring compliance with telemarketing regulations.N/A
Note
Add notes and comments to individual calls, capturing important details about the conversation and providing context for future reference.N/A
Assignment Settings
Restrict ticket assignment to the team member or agent who is currently logged into the system.
Not Assign
This setting prevents the selected ticket from being assigned to any team member or agent. This can be useful for tickets that require further review or escalation before being assigned.
Maximum Ticket Assigned
This setting imposes a maximum limit on the number of tickets that can be assigned to a single team member or agent. This helps balance workloads and ensure that no one agent is overburdened.
Assignment Pause
Allows administrators to define specific time periods or days during which ticket assignment is temporarily paused. This can be useful for maintenance purposes or to prevent assignments during off-business hours.
Default Assignment
Specify the default team member or agent to whom tickets should be assigned when an appropriate assignee cannot be found based on other assignment rules.
Notification Settings
Enable notifications to be sent via email, push notifications, or app notifications when a certain number of tickets remain unassigned.
Automated Trigger-Action Rules
Allow users to create and manage automated rules that trigger specific actions based on predefined conditions. For instance, a rule could be set to automatically assign a ticket to a particular team member based on the ticket's priority or customer location.All triggers
All triggers
All triggers
All triggers
Administrative Access Control
Assign administrative privileges to team members based on their functional roles (e.g., Customer Support team, Sales team, Technical Support team).N/A
Team-Based Assignment Rules
Set up rules for assigning tickets to specific teams based on various criteria, such as work classification tags (e.g., "Purchase" tags routed to the Sales team), post hashtags, or priority levels.
Agent-Based Assignment Rules
Define the level of access that each team member has to view and manage tickets.
Assign to Online Agents
Automatically assign incoming tickets to team members who are currently logged in and available to handle them.
Exclude Assignment Targets
Exclude certain individuals or groups from receiving ticket assignments (e.g., managers, supervisors).N/A
Assign New Owner When Deadline Exceeded
Automatically assign tickets to a new team member or agent if they remain unassigned beyond a predefined deadline.
Set Maximum Workload
Define the maximum number of tickets that each team member or agent can handle concurrently.N/A
Equal Distribution
Divide incoming tickets equally among all available team members.N/A
Assign to Last Assignee
Assign new tickets to the team member who most recently received an assignment.N/A
Emotion-Based Distribution
Assign tickets to team members based on the customer's expressed sentiment (Vietnamese language only).N/A
Assignment Pause
Pause automatic ticket assignment during specific time periods (e.g., outside of business hours).N/A
Auto-Forward Overdue Tickets
Automatically transfer tickets to another team member or agent if they remain unresolved beyond a specified time frame.
Notifications
Send email alerts when the number of unassigned tickets in the queue exceeds a predefined threshold.
Priority
Define the priority level that each team should receive when assigning ticketsN/A
Role-Based Access Control
Configure the system to capture three types of customer consent when importing data from various sources.N/A
The fundamental access control in Mobio, currently supporting four levels of role: Owner, Admin, Manager, and User.
The advanced access control in Mobio, primarily designed for large enterprises with complex hierarchical structures. ABAC allows user, resource, and permission attributes to determine access rights and enforce requested actions.N/A
N/A
N/A
Consent Configuration
Configure the system to capture three types of customer consent when importing data from various sources.
Add Consent Information
Add customer consent information during profile creation, whether individually or in bulk through file uploads. Attach relevant evidence files for each consent type.
Store Consent Information
Store captured consent information in a dedicated section within each profile's details. This allows businesses to easily retrieve, verify, and modify consent information as needed.
Data Handling Notification
Automatically notify customers via Journey Builder about the collection and processing of their data.
Bulk Data Deletion
Facilitate automated data deletion upon data subject requests through Mobio's Ticket system.
Social Dashboard
Report the number of conversations and comments on social media along with the overall and detailed response performance of each agent.
Ticket Dashboard
Report the number of unassigned tickets, new tickets, and completed tickets over time; statistics on average response and resolution times; statistics on tickets by priority levels, etc.
Work Dashboard
Report the number of upcoming and overdue tasks, new and completed tasks, and tasks by status for each agent.
Real-time Data Updates on Dashboard
The dashboard reflects data updates in near real-time, ensuring that businesses have access to the most up-to-date information about their customers. The shorter the update interval, the closer the dashboard data is to real-time.4 hours
4 hours
1 - 2 hours
30 minutes
Dashboard Access Control
Granular access control for the dashboard allows businesses to restrict access based on user roles and permissions within the system. This ensures that only authorized users can view sensitive data.N/A
Export
Users can easily export dashboard data to Excel formats for further analysis and reporting. This enables businesses to share data with relevant stakeholders or integrate it with other systems.N/A
Self-Custom Dashboard
User-generated and customizable dashboards to display desired metrics.
CMS
See more in CMS
Mobile app ($)
Develop a mobile sales app for sales agents (costs may apply).N/A
N/A
N/A
New feature development ($)
Development of new features based on business requirements (costs may apply).N/A
N/A
N/A
Custom dashboard ($)
Customization of dashboards according to specific needs (costs may apply).N/A
N/A
N/A
Guides & tutorials
Detailed product documentation and user guides, regular email updates on features and policies, optimization guides for maximizing product effectiveness.
Email support
Resolution of inquiries and complaints via email with the Customer Support team during business hours (9/5) or priority support (24/7).9/5
9/5
9/5
24/7
Phone & video call support
Resolution of inquiries and complaints through phone or video calls with the Customer Support team during business hours (9/5) or priority support (24/7).N/A
N/A
9/5
24/7
Onboarding
Customer onboarding assistance by the Customer Support team to help set up initial steps upon logging into the software.N/A
Assist
Assist
Dedicate
Review & consultation
Regular performance reviews of business operations and consulting for improving and optimizing software efficiency.N/A
N/A
Consultant review
Expert review
MTPs
Monthly Tracked Profiles
Billed at $0/mo
Billed at $420/mo
Billed at $400/mo
Billed at $1,400/mo
Seats
Number of sales agents
Billed at $0/mo
Billed at $420/mo
Billed at $200/mo
Billed at $400/mo
Seats
Number of service agents
Billed at $0/mo
Billed at $420/mo
Billed at $200/mo
Billed at $400/mo
Custom integration
New feature development
Mobile app
Your Bundle
$0/month + additional fee Additional fee
billed annually $0/year
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free
Activation CDP
$0/mo
Includes 0 MTPs
free
Operation CDP (for Sales)
$0/mo
Includes 0 users
free
Operation CDP (for Services)
$0/mo
Includes 0 users
Custom integration
New feature development
Mobile app
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100,000 MTPs
Growth
100,000 MTPs
Professional
100,000 MTPs
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Custom integration
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customers will receive an additional 2 months of service for each product purchased.
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