SingleFig Features
Sales & Marketing Operating System
SingleFig brings your entire sales and marketing ecosystem into one place. Instead of juggling disconnected tools, you have a unified system that aligns your strategy, data, content, and customer interactions. Built around the real customer decision journey, it helps you understand what’s working, what’s missing, and what to do next.
Project Management with Kanban & Gantt Views
Plan, organize, and track your work in one place. SingleFig includes built-in project management tools with both Kanban and Gantt views, allowing you to manage tasks visually or on a timeline. Whether you’re running marketing campaigns, managing client work, or coordinating internal projects, you can break work into structured tasks, track progress, and keep your team aligned from start to finish.
Client Portal View
Invite your clients directly into your projects with a dedicated client portal view. Clients can see progress, review work, and participate in project execution without needing access to your full system. This creates transparency, improves communication, and keeps everyone aligned while maintaining clear boundaries and control.
Customer Journey Framework (BASE3 Model)
SingleFig is powered by the BASE3 Model, which maps your customers through five decision levels: Discovering, Considering, Deciding, Validating, and Promoting. Every piece of data, content, and activity is organized around where your customer is in their journey, so you can guide them naturally from first awareness to long-term advocacy.
Website & Digital Presence Scan
SingleFig scans your website and digital presence to understand how your business shows up online. It identifies your pages, content, messaging, and structure, then organizes everything into a clear map. This gives you a complete view of what exists today and where there are gaps or opportunities.
Business Intelligence Report
After scanning, SingleFig generates a structured intelligence report about your business. It captures key details like your services, positioning, customer focus, credibility signals, and more. Each area is evaluated so you can quickly see what is strong, what is weak, and what is missing.
Products & Services Hub
SingleFig creates a centralized collection of your products and services, combining information from your website with manual input. This becomes the foundation for your sales and marketing efforts. Each product or service can be linked to related content, case studies, and customer inquiries, creating a complete body of knowledge for your team.
CRM & Contact Management
Manage your contacts and companies in a structured CRM designed around the customer journey. Track each lead based on where they are in the decision process, not just their status. This allows for more meaningful segmentation, better communication, and clearer insight into your pipeline.
Advanced Segmentation & Targeting
Segment your contacts by decision level, product or service interest, category, and geography. This makes it easy to send targeted communications and tailor your outreach based on what your customers actually need at that moment in their journey.
Sales Enablement & Knowledge Access
Give your sales team instant access to everything they need to succeed. When a lead is interested in a specific product or service, SingleFig surfaces the relevant website content, case studies, and supporting information. This allows for more confident, informed, and effective conversations.
Content & Case Study Mapping
SingleFig connects your content directly to your products and services. It identifies which pages and case studies support each offering, and highlights where content is missing. This ensures that every service has the right supporting materials to move customers forward.
FAQ Generator
Create FAQs that answer the real questions your customers are asking. SingleFig generates questions and answers based on your products, services, and the customer decision journey—covering everything from early “how does this work?” questions to decision-stage concerns. This helps you build content that aligns with how people search, improving both SEO and visibility in AI-driven search.
Services & Case Study Matching + Writing Tool
Connect your services to real results. SingleFig automatically matches your products and services to relevant case studies and identifies where supporting content is missing. It can then generate structured, compelling case studies based on your inputs—helping you clearly demonstrate value, build trust, and support sales conversations with real examples.
Gap Detection & Recommendations
SingleFig identifies gaps in your digital presence, such as missing content, unclear messaging, or inaccessible information hidden in widgets. It alerts you to these issues and provides clear recommendations so you can continuously improve your marketing and sales foundation.
AI-Powered Content Creation
Using your business data, brand voice, and customer journey insights, SingleFig can generate content designed to move customers forward. From website pages to FAQs and case studies, content is created with purpose and aligned to your strategy.
Direct Publishing to Your Website
Publish content directly to your website with integrated tools. After reviewing and approving AI-generated content, you can push updates live without leaving the platform, making it easy to act quickly on opportunities.
SingleFig Analytics
Track how users interact with your website through built-in analytics. See which pages are visited, how users move through your site, and how different groups of content perform. This gives you a deeper understanding of behavior beyond traditional analytics tools.
Search Console Integration
Connect your search data to understand how people are finding you. SingleFig combines search queries, impressions, and on-site behavior to show what’s driving traffic and where you can improve your visibility.
Campaign Planning & Execution
Plan and execute marketing campaigns that align with the customer journey. SingleFig helps you map out how customers move from one touchpoint to the next, ensuring that each step leads naturally toward a decision.
Centralized Workspace
Work in one place with tools for brainstorming, writing, reporting, and analysis. Whether you’re developing ideas or producing finished content, SingleFig provides a structured environment to support your workflow.
Structured Data & AI Readiness
SingleFig helps ensure your business information is clear and structured so it can be understood by search engines and AI systems. This improves your visibility and ensures your business can be accurately represented in modern search experiences.
Agency & Multi-Client Management
Manage multiple businesses from a single account. Agencies can oversee client data, campaigns, and performance while maintaining clear separation between accounts, making it easy to scale operations.