Centrical Features
Platform (82)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
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.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Displays standard reports at the end of each competition showing overall employee performance.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Enterprise Scalability
Provides features to allow scaling for large organizations.
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
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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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Public Leaderboard
Offers a public leaderboard for users to view current standings
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Private Leaderboard
Offers a private leaderboard for administrators to view current standings
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Analytics
Measure and report on user engagement with the platform
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
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
File support
Supports various file types including video
Mobile support
Allows users to access training content from mobile devices
Integration
Integrates with sales software such as sales performance management
Competition (6)
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Competition Templates
Offers templates or examples of commonly used competition structures.
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Custom Competitions
Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.
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Team Competitions
Set up competitions between groups of employees as opposed to competitions between individuals.
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Simultaneous Competitions
Able to have multiple leaderboards and metrics running simultaneously for different groups of users.
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Competition Adjustments
Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.
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Awards and Incentives
Provides sales teams with a list of rewards they can choose from based on high performance
Employee Features (3)
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User Profiles
Provides each employee with a user profile for personal statistics and progress.
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Notifications
Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.
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Mobile
Mobile app or mobile optimized website allows participants to easily view scores on the go.
Integrations (6)
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CRM Integration
Integration with CRM software to access necessary metrics for the competition.
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Social Collaboration Integration
Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.
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TV Streaming
Streams leaderboards and other competition-related news on company's TV.
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CRM Integration
Integration with CRM software to access and incorporate customer data
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Social Media Integration
Integration with popular social networks for users to promote content or share their progress
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Course Authoring (9)
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Course Builder
Enables user to create courses.
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Role-Based Templates
Provides templates for course creation based on industry or role.
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Assessments & Quizzes
Designs and administrates tests and quizzes.
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Instructor-Led Training
Enables for design of classes that are led by an instructor.
Course Builder
Allows users to create sales training courses
Questions
Provides a range of premade question types for sales training courses
Instructor-Led Training
Enables for design of classes that are led by an instructor.
Customized Learning Paths
Allows managers to create custom learning paths based on role, or experience
Video simulations
Provides video coaching features with object handling scenarios
Course Delivery (10)
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Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
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Communication & Notifications
Provides functionality to communicate and send notifications to users.
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Assignment Scheduling
Enables users to plan assignments and dispense them automatically.
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Mobile Learning
Access for students to complete learning materials on mobile platforms
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Social Learning
Create tools to promote social interaction and learning between students/trainees and instructors/trainers
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Extended Enterprise Learning
Training that is provided to learners outside of a company
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Course Management (10)
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Gamification
Motivates users by tracking points, achievements, and badges.
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Varied User Types
Limits user access to certain functionality and courses.
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Certifications
Provides custom certifications to distribute after course completion.
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Industry Compliance
Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more.
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Gamification
Motivates users by tracking points, achievements, and badges.
Assessments
Enables the design and administration of tests and quizzes.
Certifications
Provides custom certifications to distribute after course completion.
Manager Portals
Allows managers to see progress of trainees
Feedback
Provides features for coworkers and managers to provide feedback on sales training lessons
LMS Marketplace (3)
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E-Commerce
Enables user to sell their courses and receive compensation electronically.
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Course Marketplace
Enables users to purchase and consume courses via an online marketplace.
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Subscriptions
Enables user to sell and manage subscriptions to created courses.
Interface (2)
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White Labeling
Customizes LMS experience with custom branding, personalized URL, and more.
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Multilingual
Provides multiple language choices.
Incentives (4)
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Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
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Triggers
Automatically recognizes achievements that should be added to the leaderboard.
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Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
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Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (6)
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Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
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Custom Reports
Generates reports with customizable fields to further understand employee performance.
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Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
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Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sales Reports
Reports specific to sales analysis for trends and strategies
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Administrative (3)
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
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Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Quality Assurance (3)
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Evaluation
Provides tools for evaluating customer interactions
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Calibration
Offers features for maintaining fair and consistent scoring
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Reports
Generates quality and performance reports
Engagement (4)
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Feedback
Tools for providing personalized feedback and coaching sessions
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Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
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Training
Tools for educating and training agents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance (2)
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Compliance
Helps ensure customer privacy and data protection
Training & eLearning (18)
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Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
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Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
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Content Creation
Creates training materials for instructor- and self-led courses.
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Customer Training
Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
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Manager Portals
Allows managers to see progress of team members.
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Content Storage and Management
Provides functionality to store, organize, and search all training content.
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Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Course Tracking
Track which progress and course materials have been completed by each user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Course Management
Create, organize, and assign courses to users
Assessment Management
Creation, administration, and evaluation of assessments or tests
Training Management
Track employee/learner's progression through training programs
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Learner Portal
Students can access materials and communicate with instructors via their online student profile
Marketing Gamification (6)
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Templates
Offers templates or examples of commonly used competition or game structures
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Simultaneous Competitions
Allows administrator to run multiple campaigns at the same time
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Behaviors
Ability to define and track custom user behaviors
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Rewards
Offers a variety of different rewards for completing actions
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Customization
Allows administrator to create custom competitions and rewards based on marketing campaigns
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Mobile App
Mobile app or mobile optimized site allows users to participate and view scores on their mobile devices
Platform Basics (3)
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Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
Platform Content (5)
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform Additional Functionality (7)
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
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Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Onboarding (3)
Documentation
Manages files and documents required to onboard new employees.
Coaching
Assign coaches to new employees based on role and experience.
Programs
Define various types of onboarding programs that can be customized by role or team.
Workforce Management (13)
Agent Availability
Offers complete visibility into agent availability to efficiently create and manage schedules.
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Agent Self-Service
Allows agents to set their own preferences, request time off, and trade shifts.
Mobile Access
Allows users to access the software using mobile devices.
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Administration (6)
Automation
Automates some or all operation related tasks
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Dashboards
Has a centralized dashboard for users to interact with.
Labor Forecasting
Predict labor requirements based on past and present data/trends
Intraday Management
Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Generative AI (9)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text-to-Speech
Simulates human-like speech from text inputs.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Gamification (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Agentic AI - Corporate Learning Management Systems (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Agentic AI - Sales Gamification (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (221)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Benchmarking
Compare key metrics for the business against prominent players in the industry
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
For Sales Teams/Organizations
Caters to sales teams
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Quota Planning
Plan target quotas that sales representatives are expected to meet within a specific period.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Rewards Points
A type of incentive earned through making purchases in select categories.
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Territory Management
Organize customer data and accounts by user or geography
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sales Onboarding & Training
Process of training new hires by providing them with sales tools and knowledge needed to complete the job
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ratings/Reviews
Ratings/Reviews
API
Application programming interface that allows for integration with other systems/databases
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Assignment Management
Assign issues and tasks based on availability or required skills
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Signature
Digitally sign online documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Interaction Tracking
Track interaction history by documenting conversations for contacts
Product Catalog
Present a catalog of inventory that customers can view
Live Chat
Ability to chat online in real time
Sales Pipeline Management
Pipeline view and tracking lead status
Appointment Scheduling
Schedule appointments via a calendar
Email Templates
Pre-made examples and templates for emails
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Transfers/Routing
Transfer queries and organize messages between agents
Activity/News Feed
Continuous profile-based stream of news and activity
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Mobile Access
Access software remotely via mobile devices
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
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.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
eLearning Companies
Software specialized for companies that sell courses/content
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Video Conferencing
Connect with meeting participants remotely over video
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Single Sign On
Allow users to access multiple services after entering their login credentials once
API
Application programming interface that allows for integration with other systems/databases
Progress Reports
Document and report the progress of ongoing projects
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Branding
Add customized logos and colors to align with company branding
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Enrollment Confirmation
Confirmation of the enrollment of a student in a course, class, activity, or program
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Gradebook
Track student's scores and grades on course materials
Corporate/Business
Software specialized for corporate use
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Leave Tracking
Manage and track employee attendance
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Call Centers
Designed for call centers
Employee Time Tracking
Track and measure time worked for employees
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Monitoring
Track and report on everything that happens within the system or network
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Call Recording
Record the audio of phone conversations for quality assurance purposes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Skills Tracking
Track employee skills, competencies, training & qualifications
Activity Tracking
Track and document all activities across devices, networks, and other systems
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Agent Interface
Agents can view and manage all customer requests and interactions.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Content Creation
The ability to create unique content
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
API
Application programming interface that allows for integration with other systems/databases
Gamification
Games or game-like elements to track progress and reward accomplishments
Customizable Reports
Alter the layout and content of reports
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Email Management
Manage, store and organize emails within the system or via third-party apps
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Fields
Customize data fields to support various needs and use cases
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Customer History
Access previous interactions or concerns to maintain customer relationships
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customer Portal
A website or login for customers to access information
Churn Management
Identify customers at risk of migration and activate strategies to retain them
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Multi-Language
Manage and support multiple languages
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Live Chat
Ability to chat online in real time
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Assessment Management
Creation, administration, and evaluation of assessments or tests
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
For Sales Teams/Organizations
Caters to sales teams
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Training/Education
Used for training or educational purposes
Learning Management
Organize and track educational activities
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Training Management
Track employee/learner's progression through training programs
Badge Management
Create, manage, and print wearable badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Dashboard Creation
Creation and customization of dashboards
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access
Access software remotely via mobile devices
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Contest Management
Organize and manage interactive contests or challenges
Interactive Content
Allow the audience to interact or engage with the content
Personalization
Adjust communications based on previous interactions or personal preferences
Data Import/Export
Import and export data to and from software applications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Agent Interface
Agents can view and manage all customer requests and interactions.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Workforce Management
A set of processes to optimize the productivity of its employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Video Conferencing
Connect with meeting participants remotely over video
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
KPI Monitoring
Tracking the status of previously identified performance measurements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Contact Management
Manage, organize, and store contact information
Multiple Scoring Models
Create multiple models or equations for generating scores
Real-Time Updates
Receive system updates as soon as any changes are made
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Recording
Record the audio of phone conversations for quality assurance purposes
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Screen Recording
Record and save a video file of what is happening on a computer screen
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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