Captello Features
Registration (20)
Event creation
Process of creating a new event
User registration process
User experience of registering for an event
Payment processing
Ease of use in processing attendee payments
Mobile check-in
Check attendees into events and sessions using a mobile device
On-site tickets and registration
Register attendees and sell tickets on-site
Online Registration
Real-time registration over the web
Visitor Registration
Make a list and register visitors
Visitor Registration
Make a list and register visitors
Multi-Event
Utilize the same app for multiple events
Group Registration
Register a group/batch of attendees
Online Registration
Real-time registration over the web
Event Registration
Online registration for events
Class Registration
Online registration for classes
Online Ticketing
Allow users to buy and sell tickets online, register for events, and collect buyer information
Season Tickets
Grants the users access to all events for one season
Electronic Payments
Electronically collect payments for goods or services
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Event creation
Process of creating a new event.
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User registration process
User experience of registering for an event
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Mobile check-in
Check attendees into events and sessions using a mobile device
Visitor Registration
Make a list and register visitors
Marketing and Communications (50)
Event website creation
Design and manage a dedicated event website
Email automation
Automate email communications with attendees
Email customization
Design and customize email communications
Contact list management
Organize and manage contact list of attendees
Social media promotion
Advertise and promote event using social media integrations
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Lead generation and retrieval
Tools for capture and follow-up of leads generated during an event
Guest List Management
Curating an intentional list of prospective guests as per relative interests to achieve specific goals.
Artist Management
Contract/License Management
Track, store, and access client contracts or licenses
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Website Management
Built-in website builder or integration with third-party site
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Event Management
Schedule and manage the logistics of activities and other gatherings
Wait List Management
Record, update and manage waiting lists
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Badge Management
Create, manage, and print wearable badges
Support Ticket Management
Allow customers/users to submit support queries and service requests
Survey/Poll Management
Create and administer polls and surveys
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Refund Management
Oversee the process of issuing refunds
Forms Management
Store, manage and track all forms in a centralized location
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Venue Management
Includes all operations and activities associated with a physical space or location that is used for hosting events
Customer Data Management
Searchable repository of information about clients
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Employee Management
Track employee schedules, availability, and performance across projects and tasks
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Lead generation and retrieval
Tools for capture and follow-up of leads generated during an event.
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Social media promotion
Advertise and promote event using social media integrations.
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Event website creation
Design and manage a dedicated event website.
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Email customization
Customize email communications.
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Contact list management
Organize and manage contact list of attendees.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Event Management
Schedule and manage the logistics of activities and other gatherings
Badge Management
Create, manage, and print wearable badges
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Website Management
Built-in website builder or integration with third-party site
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Forms Management
Store, manage and track all forms in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Email Management
Manage, store and organize emails within the system or via third-party apps
For Virtual Events
Designed for events that occur online
Event Operations (29)
Hotel and transportation planning
Organize hotel blocks and transportation arrangements for attendees
Staff management
Manage staff resources and communications
Session scheduling
Plan and organize event sessions and schedule
Speaker submissions
Manage abstracts and proposals for event speakers
Exhibition management
Manage exhibitors or sponsors at an event
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Badge Management
Create, manage, and print wearable badges
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Website Management
Built-in website builder or integration with third-party site
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Survey/Poll Management
Create and administer polls and surveys
Sponsorship Management
Raise funds via sponsors and grants
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Venue Management
Includes all operations and activities associated with a physical space or location that is used for hosting events
Agenda Management
Access event or meeting agenda online
Speaker Management
Discover speakers and manage their details, booking and time.
Room Block Management
Book and manage rooms at an event
Volunteer Management
Manage volunteer information and direct volunteer resources
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Film Planning
Staff Scheduling
Scheduling capabilities for employees to view shift-times and employers to schedule staff accordingly
Event Scheduling
Plan an event's time and location
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Support Ticket Management
Allow customers/users to submit support queries and service requests
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Transportation Management
Organize and track the physical movement of goods from one location to another
Attendee Engagement (10)
Event agendas and schedules
Ability for attendees to customize and access a schedule or agenda for an event
Floor plans / maps
Ability for attendees to access floor plans and maps of an event venue
Social media integrations
Tools for attendees to post to social media during an event
Attendee networking
Tools to enable networking for attendees during an event
Attendee surveys
Tools for gathering feedback from attendees during and after an event
Multi-Event
Utilize the same app for multiple events
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Social media integrations
Tools for attendees to post to social media during an event.
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Attendee networking
Tools to enable networking for attendees during an event.
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Attendee surveys-attendee engagement
Tools for gathering feedback from attendees during and after an event.
Platform (8)
Performance and reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond
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Reporting and dashboards
Access pre-built and custom reports and dashboards
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API / integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications
Multiple event management
Ability to plan and organize multiple events within the platform
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Reporting
Active reporting of data and metrics
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
For Virtual Events
Designed for events that occur online
Pre-Meeting Tools (3)
Templates
Provides templates for various meeting types.
Scheduling
Schedules and coordinates meetings between participants.
Agenda
Creates agendas for meetings to follow.
Meeting Tools (6)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
Notes
Allows participants to record notes on meeting proceedings.
Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
File Sharing
Allows participants to share files or post them in a shared workspace.
Screen Sharing
Digitally share screen view with others
Meeting Notes
Create and share notes/annotations taken during meetings
Post-Meeting Tools (5)
Task Delegation
Delegates tasks based on agreed upon action points.
Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Lock Meetings
Password-protect and/or stop new participants from joining online meetings
Integrated Workflows (13)
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Task Management
Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
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Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
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Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
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Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
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CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
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Calendar
Integrates with calendar software so users can seamlessly schedule calls.
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Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Sales Pipeline Management
Pipeline view and tracking lead status
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Repeatability and Reportability (5)
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Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
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Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
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Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
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Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
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Gamification
Provides gamifaction features to rank sales reps on performance
Lead Monitoring (4)
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Features
Provides features to create and manage lists of potential customers
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Performance
Monitors form’s performance and contribution to the sales pipeline
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Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Lead Capture
Automatically identify and save contact information of potential customers
Data Capture (4)
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Mobile
Records leads using different types of devices
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Websites
Captures form submissions from existing forms on websites or landing pages
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Social Media
Captures leads across social media channels
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Data
Captures measurable, real customer data gathered directly from a website
Analytics (2)
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Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
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Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (7)
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Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
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Personalization
Changes colors, calls to action, or form length to personalize lead capture
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Templates
Provides pre-configured templates that can be customized by users
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Integration
Integrates with sales and marketing software solutions to transfer lead data between them
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI and Automation (5)
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Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
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Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
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Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
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Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
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Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (8)
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AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Lead Generation
Manage the process of attracting and converting business prospects into leads
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
SMS Reminders
Reminders sent via SMS/text message
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Agentic AI - Event Management Platforms (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Website Integration
Seamlessly integrates with 3rd party websites
Agentic AI - Event Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Capture Methods - Event Lead Capture (3)
Badge Scanning
Scans an attendee's event badge, including QR or barcode formats, to instantly capture their contact information.
QR Code Scanning
Captures lead details by scanning a QR code displayed on an attendee's badge or mobile device.
Business Card OCR
Uses optical character recognition to extract contact details from a photographed business card.
Lead Qualification - Event Lead Capture (3)
Lead Notes & Tagging
Allows users to add notes, tags, or ratings to a captured lead for follow-up context.
Lead Scoring
Assigns a score to each captured lead based on qualification responses or engagement data.
Custom Qualifying Questions
Allows users to create custom questions that booth staff ask to qualify a prospect during a conversation.
Contact Enrichment - Event Lead Capture (3)
AI Contact Enrichment
Uses AI to automatically append verified contact and company details to a captured lead.
Duplicate Detection
Identifies and merges duplicate lead entries captured across booths or events.
Contact Verification
Confirms the accuracy of a captured lead's contact information, such as email and phone number.
Integration & Sync - Event Lead Capture (3)
Marketing Automation Integration
Syncs captured lead data with a marketing automation platform to trigger follow-up campaigns.
Real-Time Data Sync
Sends captured lead data to connected systems immediately after capture.
CRM Integration
Syncs captured lead data directly with a customer relationship management platform.
Reporting & Analytics - Event Lead Capture (3)
Custom Reports
Allows users to build and export custom reports on lead capture performance.
Event ROI Reporting
Tracks the sales pipeline and revenue generated from leads captured at a specific event.
Lead Capture Analytics
Displays reporting on the number, quality, and source of leads captured at an event.
Additional Functionality (181)
Event Calendar
A list of events with their respective dates
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Forms
Customize contracts and forms to collect specific information
Private Chat
Send messages to selected individual(s) from the entire audience
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Multi-Language
Manage and support multiple languages
Ticketing
Customize, sell, and distribute tickets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Transcripts
Export text transcripts for the chat between two or more individuals
Mobile Access
Access software remotely via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Reports
Alter the layout and content of reports
Customizable Branding
Add customized logos and colors to align with company branding
Email Marketing
Create and send email blasts/campaigns
Live Streaming
Live stream to multiple devices simultaneously
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Live Chat
Ability to chat online in real time
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Email Templates
Pre-made examples and templates for emails
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Screen Sharing
Digitally share screen view with others
Recording
Record live video calls to play later
Real-Time Analytics
Analyze and gain insights into data in real-time
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Email Reminders
Reminders sent via email
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Lead Capture
Automatically identify and save contact information of potential customers
Conferences/Conventions
Software that specializes in managing events such as conferences, conventions and trade shows
Real-Time Data
Receive data and information in real time
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Weddings/Parties
Software that specializes in weddings, public and private parties
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Access Control
Regulate who can view information within the system
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Gamification
Games or game-like elements to track progress and reward accomplishments
For Music Festivals
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Event Ticketing
Manage tickets for specific events
For Film Festivals
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Real-Time Updates
Receive system updates as soon as any changes are made
Guest Accreditation
Customizable Fields
Customize data fields to support various needs and use cases
Mobile Alerts
Notifications via mobile devices
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Tracking
Track and document all activities across devices, networks, and other systems
Personalization
Adjust communications based on previous interactions or personal preferences
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Auto-Dialer
System that automatically dials calls
For Sales Teams/Organizations
Caters to sales teams
Lead Segmentation
Divide leads into buckets based on predefined criteria and routing rules
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Campaign
Manage multiple campaigns in one system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Customizable Fields
Customize data fields to support various needs and use cases
Lead Distribution
Route and distribute your leads to third party buyers
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Marketing
Create and send email blasts/campaigns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Customizable Branding
Add customized logos and colors to align with company branding
Contact Management
Manage, organize, and store contact information
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Activity Tracking
Track and document all activities across devices, networks, and other systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Lead Notifications
Real-time alerts or notifications that inform teams about new leads or prospects
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Lead Generation
Manage the process of attracting and converting business prospects into leads
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Forms Management
Store, manage and track all forms in a centralized location
Visitor Tracking
Track visitors and purpose of visits
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Campaign Planning
Plan and strategize marketing campaigns
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Email Tracking
Track delivered, received, and opened emails
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Verification/Validation
Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.
Source Tracking
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Interaction Tracking
Track interaction history by documenting conversations for contacts
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Reports
Reports specific to sales analysis for trends and strategies
Document Storage
Store and organize documents in a centralized system
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
For Sales Teams/Organizations
Caters to sales teams
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Live Chat
Ability to chat online in real time
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Private Chat
Send messages to selected individual(s) from the entire audience
Virtual Backgrounds
Upload or use pre-set virtual backgrounds during video meetings
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Recording
Record live video calls to play later
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing
Connect with meeting participants remotely over video
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Breakout Rooms
Sub-room created within virtual meeting/class
Video Layouts/Views
Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
Action Item Tracking
Track the status of discussed/agreed tasks
Customizable Branding
Add customized logos and colors to align with company branding
Annotations
Highlight content and/or make notations about parts of content
HD Audio/Video
High-definition audio and/or video capabilities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Meeting Preparation Tools
Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
Notes Management
Allow users to create, edit, and sort multiple notes
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Agenda Management
Access event or meeting agenda online
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Event Scheduling
Plan an event's time and location
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Custom Domains
Create branded link campaigns or short links with one or multiple custom domains.
Email Marketing
Create and send email blasts/campaigns
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Email Reminders
Reminders sent via email
Lead Capture
Automatically identify and save contact information of potential customers
Location-Based Marketing
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Event Calendar
A list of events with their respective dates
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Event Ticketing
Manage tickets for specific events
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Electronic Payments
Electronically collect payments for goods or services
API
Application programming interface that allows for integration with other systems/databases
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Analytics
Analyze and gain insights into data in real-time


