Agentforce Revenue Management (formerly Salesforce Revenue Cloud) Features

Allows users to search, filter, sort and select items to be added to quote

Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured

Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Assign standard monthly and yearly prices to products, plans, and packages

Define standard and custom discounts that can be applied to one or more products and plans

Analyze pricing data to identify opportunities to improve prices.

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Manage the process of evaluating documents or requests submitted for approval

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Manage, organize, and store contact information

Track products that are for sale at a reduced price or part of coupon promotions

Create and manage digital catalog of products/services with their details, specifications, and price

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Track and manage the profit margin between the cost of a product and its selling price.

Manage and track customer orders for goods, investments, or any other purchases

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

End customer users can configure, price, and buy products in a self service environment online

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Users can create new contracts within the platform using built-in document creation features.

Pre-designed layouts that can be customized to match preferences and requirements

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Contracts specific to government agencies or organizations who deal with government agencies

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set up connections to third-party platforms to improve business processes

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Revenue can be reclassified from one category to another, such as from deferred to earned

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15

Automatic scheduling to ensure that revenue is recognized at the proper time

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Assists users in collecting payments for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Track revenue performance by customer, customer groups, or demographics

Monitor revenues per contract, contract types, or groups of contracts

Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Analyse the impact of special pricing and discounts on revenue

Track the performance of bundles, special offers, and other sales incentives

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Create forecasts to estimate future revenues

Ability to define promotions to increase revenues

Adjust prices to attract more customers and to improve revenues

Revenue optimization activities can be evaluated on a regular basis

Forecast customer demand using historical insights and simulations

Standard integration with accounting and ERP software

Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems

Out of the box APIs to integrate with any type of software

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Clients can submit payments via mobile devices

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integrate with payment processing software and payment gateways.

Integrate with financial management systems such as accounting and ERP.

Integrate with software that manages customers, sales, and marekting.

Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract.

Match invoices with sales orders, quotes, and contracts.

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Ability to auto-extract all key contract metadata and clause language.

Provides document parsing, redlining, and auto-tagging for clause comparisons.

Ability to analyze text within contracts by using pattern recognition.

Provides the ability to understand and process human language/s within contracts.

Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).

Ability to import contracts into a centralized repository.

Provides the ability to export contract data into other systems.

Ability to create reports and dashboards with contract data to provide strategic insights.

Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

Users can create new contracts within the platform using built-in document creation features.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Ability to e-sign legally-binding contracts within the same platform.

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Business model that charges based on the amount of time spent on an hourly basis

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Business model that bills clients an amount based on the project/task/job performed

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Buyer isn't billed until the period is up without any interest charges

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Store, manage, and track all electronic documents in a centralized location

Manage, store and organize emails within the system or via third-party apps

Manage contact details and communication with clients

Process of automatically notifying clients when payments fail to ensure invoices are paid

Verify, organize, manage & store enterprise data assets in a centralized repository

Oversee the process of issuing refunds

Track products that are for sale at a reduced price or part of coupon promotions

Calculation of consumption tax imposed on the sale of goods/services

Process of managing customer subscription lifecycle for a recurring service or a product

Generate recurring invoices

Create, manage, and send invoices or bills to customers

Manage open opportunities for new or existing customers.

Track all open and closed orders by customer, or by product and plan.

Identify opportunities to upsell and cross sell based on product usage.

Plans can be renewed automatically or manually, when changes are required.

Track the financial performance of various types of packages.

Create deals that combine multiple products and plans, with differrent pricing

Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to group standard plans and products to create bundles

Calculation of consumption tax imposed on the sale of goods/services

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Provide the option to combine recurring, one-time, and usage based billing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand

Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users

Allows users to analyze subscription data by product, time period, type of contract, etc.

Provides insights that can be used to improve sales and revenue

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors.

Differentiates pricing by customer type, geography, products, services or sales channel.

Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms.

Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions.

Monitors price strategy of competitors to make informed pricing decisions.

Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions.

Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities.

Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments.

Calculate the price elasticity of demand by analyzing pricing and market data to find the most optimal price points

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Track and manage inventory levels to maintain proper supply

Track and manage the profit margin between the cost of a product and its selling price.

Design, communicate, and distribute incentives to perform a specific action

Capture, organize and track product-specific data and information in a centralized location

Active monitoring of systems, applications, or networks

Interact with data visualization elements, such as charts and graphs, to drill down into data

Predict future data based on historical data sets

Analyze and gain insights into data in real-time

View and track pertinent metrics to find patterns and gain insights from data

Allows ERP integration, and is flexible and easy to maintain.

Provides API's that can be used to easily integrate to other third party systems or software applications.

Allows CRM integration, and is flexible and easy to maintain.

Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue.

Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history.

Provides intelligent pricing insights and analysis with data-driven recommendations.

Assess and optimize pricing markdowns, special offers, or other promos

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Enable businesses to implement machine learning algorithms on business data such as sales and revenue

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Encrypts data within the file, which can only be decrypted using a password or encryption key

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Set up connections to third-party platforms to improve business processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Public or private sharing of digital files such as documents, audio/video, images, and more

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manage and support multiple languages

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Invoices that can be tailored according to company's branding, payment terms and personalized information

Active reporting of data and metrics

Accept and process credit card transactions

Generate quotes or estimates for customers

Identify and prevent suspicious activity

Receive data and information in real time

Use AI to generate content in the form of text, images, videos, etc.

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Compare new data with existing records to detect duplicate entries

Store and view prior invoices for each account/client

Timed notification for any upcoming task, deadline, appointment, or activity

Gateway through which end users can view past bills and pay current invoices

Integrate with a third-party accounting system

Create backups and provide methods to recover deleted/lost data

Add customized logos and colors to align with company branding

Process of sending a large number of documents, messages or emails to multiple recipients at once

Create invoices from scratch or have recurring invoices

Log and record hours worked and costs spent to assist in billing and invoicing

Application programming interface that allows for integration with other systems/databases

Alter the layout and content of reports

Estimate or forecast of a future scenario based on the study of present trends

Manage and handle various international currencies

A chronological record of actions or occurrences within a network, software, or process

Creation, processing, verification, and execution of invoices till the payment is made

Match digital receipt images or data with corresponding expense entries

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Access software remotely via mobile devices

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Record customer information, purchase history, and other notes

Customize data fields to support various needs and use cases

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

A record of all activities within the system, including user access, changes made, etc.

Process payments via multiple modes directly through the application

Online portal through which end users can access the system, manage tasks, or obtain information

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Addition of necessary external data, applications, tools, or features

Track sent and received payments, invoices, and bills.

Software's ability to perform similar action on multiple similar files simultaneously

Route documents and other data through one or more stakeholders for review and approval

Designed for small businesses

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Streamlining repetitive tasks and activities through automated and predefined workflows

Specifically for telecommunications industry

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access previous interactions or concerns to maintain customer relationships

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network.

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Services paid in advance before the end of the monthly billing cycle.

Present a catalog of inventory that customers can view

Use AI to generate content in the form of text, images, videos, etc.

Configure existing workflows to meet your organization's needs

Accept, record, and reconcile financial transactions

Records or detailed document of call data produced by a telephone exchange over telecommunications equipment.

Application programming interface that allows for integration with other systems/databases

Control and set flexible rates that depend on multiple variables and enable rate automation and calculation

A record of all activities within the system, including user access, changes made, etc.

Record customer information, purchase history, and other notes

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Companies that provide access to the internet and its related services.

Services paid in real-time or end of the monthly billing cycle.

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Accept and process credit card transactions

Customize data fields to support various needs and use cases

Receive data and information in real time

Creation, processing, verification, and execution of invoices till the payment is made

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Process payments via multiple modes directly through the application

Tools to facilitate the production of information and promote efficiency

Accept and process customer payments for products or services using hardware and software

Monitor sales and make necessary adjustment in order to increase demand and revenue

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Allows users to manage data from a number of sources

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Setting up the amount/charge for per hour of work by a company or professional

Tracking the status of previously identified performance measurements

Monitor product stock levels

Create, manage, and send invoices or bills to customers

Track and manage inventory levels to maintain proper supply

Online portal through which end users can access the system, manage tasks, or obtain information

Track visitors'/audience's responses across web pages and other optimized content

Track the status over time for a request, process, asset, or transaction

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Create, update, and manage bookings, itineraries, and reservations

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Plan, manage, and track the financial activities of an individual or organization

Electronically collect payments for goods or services

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Design, communicate, and distribute incentives to perform a specific action

Track and manage the profit margin between the cost of a product and its selling price.

Receive system updates as soon as any changes are made

Review data from past periods to reveal recurring tendencies and predict future performance

Created for use in the aviation and air transportation industry

Interact with data visualization elements, such as charts and graphs, to drill down into data

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Manage and track customer orders for goods, investments, or any other purchases

Reports specific to sales analysis for trends and strategies

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate quotes or estimates for customers

Addition of necessary external data, applications, tools, or features

To be used by the hospitality industry

Evaluating strengths and weaknesses of companies with the same target audience

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Review data from past periods to reveal recurring tendencies

Track products that are for sale at a reduced price or part of coupon promotions

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Store and organize information about customers and previous interactions

Track and manage adherence to policies for any service, product, process, or supplier

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Calculate rule-based prices for a product/service

Generate reports to assess the financial performance of an organization

Track, store, and access client contracts or licenses

Rules followed by the software/AI can be configured by users to suit their specific needs

Monitor or audit historical and current transactions to analyze customer account activities

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Create, design and manage workflows for repetitive tasks

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor and record expenses such as purchases or charges incurred

Create, manage, and send invoices or bills to customers

Graphical representation of data

Customize data fields to support various needs and use cases

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Allow customers to cancel their subscription remotely.

Receive data and information in real time

Search and filter data across systems to locate required information by entering keywords or certain criteria

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Record customer information, purchase history, and other notes

Use AI to generate content in the form of text, images, videos, etc.

Private online space that lets businesses securely share documents and provide information access to clients

Application programming interface that allows for integration with other systems/databases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Define levels of authorization for access to specific files or systems

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Track and interpret metrics on the usage of company resources

Import and export data to and from software applications

Present a catalog of inventory that customers can view

Track products that are for sale at a reduced price or part of coupon promotions

Monitor sales and make necessary adjustment in order to increase demand and revenue

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Add customized logos and colors to align with company branding

Setting up the amount/charge for per hour of work by a company or professional

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze and gain insights into data in real-time

Manage and handle various international currencies

Creation, processing, verification, and execution of invoices till the payment is made

Online portal through which end users can access the system, manage tasks, or obtain information

Manage the subscription plans of all active members

Manage and track customer orders for goods, investments, or any other purchases

Record customer information, purchase history, and other notes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active reporting of data and metrics

Accept and process credit card transactions

Timed notification for any upcoming task, deadline, appointment, or activity

Process of automatically notifying clients when payments fail to ensure invoices are paid

Process of managing customer subscription lifecycle for a recurring service or a product

Manage the enrollment and onboarding of all new members and accepted applications

View and track pertinent metrics to find patterns and gain insights from data

Digitally sign online documents

Search for specific words or phrases within a document or database

Import and export data to and from software applications

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Electronic signing method that validates the authenticity and integrity of a digital document

Create, edit, and revise contracts/written agreements

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, manage and track all task activities and progression

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Highlight content and/or make notations about parts of content

Create, design and manage workflows for repetitive tasks

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

A record of all activities within the system, including user access, changes made, etc.

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Assemble applications and processes by dragging over and arranging pre-built components

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Track revisions and updates made to files and navigate between different versions

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Manage, organize, and store contact information

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Review and analyze existing information across documents

Add customized logos and colors to align with company branding

Configure existing workflows to meet your organization's needs

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

An agreement between a business and an external supplier for the delivery of a set of products or services

Accept, record, and reconcile financial transactions

Calculate rule-based prices for a product/service

Graphical representation of data

It is a logic or a condition that executes business rules in a runtime production environment

Receive data and information in real time

Generate quotes or estimates for customers

A record of all activities within the system, including user access, changes made, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Automate processes to manage leads, contacts, opportunities and sales activities

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-designed layouts that can be customized to match preferences and requirements

Customize the specifications of a finished product to meet the particular needs of a customer

Online portal through which end users can access the system, manage tasks, or obtain information

Form predictions based on past and present data/trends

Material list of manufacturing parts and associated costs

Manage and handle various international currencies

Use AI to generate content in the form of text, images, videos, etc.

Add customized logos and colors to align with company branding

Digitally sign online documents

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Compare key metrics for the business against prominent players in the industry

Track visitors'/audience's responses across web pages and other optimized content

Evaluate the degree to which business operations bring monetary gains

Receive data and information in real time

Review data from past periods to reveal recurring tendencies and predict future performance

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Record customer information, purchase history, and other notes

AI-driven algorithms that allow for automatic repricing in real-time

Use simulation models and scenario planning to predict and compare strategy outcomes for prices and promotions

Reports specific to sales analysis for trends and strategies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Form predictions based on past and present data/trends

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Create custom predefined rules for prices for products and services

Manage and handle various international currencies

Present a catalog of inventory that customers can view

Monitor and compare prices for competing products

Import and export data to and from software applications

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Use AI to generate content in the form of text, images, videos, etc.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Search and filter data across systems to locate required information by entering keywords or certain criteria

Analyze and calculate business costs

Develop potential scenarios to identify risks and opportunities

Form predictions for optimal prices based on past and present data (market data, competitor products, special events, weather, etc.)

Create unique pricing based on product, store, geography, or customer segmentation

Manage multiple teams and operations from a central location

Alter the layout and content of reports