Connecteam Features
Platform (25)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Integration
Integrates with other customer service software to improve support and enhance functionality
Reporting
Provides analytics tools that reveal important business metrics and track progress
Dashboards
Displays important metrics relating to performance
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
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.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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 to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
User Authorization - HIPAA Compliant Messaging
Allows administrators to set up and implement any levels of authorization required to send and receive secure messages
Compliant Texting - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted text messages
Clinical Communication - HIPAA Compliance
Facilitates communication between health care professionals
HIPAA Compliance - HIPAA Compliant Messaging
Aligns and complies with HIPAA regulation and standards
Operating Systems - HIPAA Compliant Messaging
Supports desktop, iOS, and Android operating systems
Message Lifespan - HIPAA Compliant Messaging
Allows the determination and assignment of the lifespan of a delivered message
Workflow Enhancement - HIPAA Compliant Messaging
Enhances clinical workflows
Ticket and Case Management (7)
Ticket Creation User Experience
User Experience of creating and submitting a ticket
Ticket Response User Experience
User Experience of responding and receiving a response
Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
Respond to common requests with standard reply
Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Central repository for account and contact information
Communication Channels (2)
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
Time Tracking (3)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device.
Administration (4)
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Workforce Management Platform Features (9)
Labor Forecasting
Predict the number and types of employees necessary to meet anticipated demand to control labor costs.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Absence & Leave Management
Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Workforce Analytics
Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.
Self-Service Capabilities
Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.
Mobile Shift Scheduling
Managers and employees can create or claim available work shifts and receive notifications on their mobile device.
Team Communication
Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
Notifies field service workers of their upcoming assignments.
Roles
Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
Tracks employee location to ensure timeliness.
Employee Communication
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Monitors behavior in the field.
Client Notifications
Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship.
Automation (1)
Process Automation
Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off.
Logistics (3)
Dashboards & Reporting
Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions.
Data Collection
Labor data collection options include web, mobile, and hardware.
Lanuguage Options
Provide multiple language options for a global user base.
Management (11)
Schedule Creation Tools
Tools that help in scheduling and shift creation and management.
Schedule Management
Tools that manage vacation, holidays, absences, breaks, and overtime.
Employee Leave Management
Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more.
User Access
Grant access to select features and data based on the users' role, both internally and externally.
User Role Access
Provides employees self service access and managers a centralized view.
Employee Information
Ability to manage employee information.
Employee Information Automation
Automate employee promotions and position changes and company policy changes.
Fence Drawing
Designate specific geofences, such as store locations, airports, or residential areas.
Compliance
Maintain compliance (e.g., GDPR) regarding location data management.
Analytics
Generate analytics dashboards and reports based on location data.
International Usability
Expand geofencing capabilities to multiple countries with up-to-date geographic data.
Monitoring (3)
Regulations Enforcement
Enforce federal, state, and organization regulations.
Compliance Monitoring
Monitor and maintain compliance.
Integration
Provide integrations with payroll software.
Business Instant Messaging (6)
File Sharing
Allows users to send and open various file types.
Notifications
Notifies users when they have been contacted or tagged.
Search
Message content search capability.
Mobile Application
Software can be accessed through a downloadable mobile application.
Web Application
Software can be accessed through a downloadable desktop app or a cloud-based site.
Integrations
Application integrates with other outside software.
Business Instant Messaging (1)
Audio Conferencing
Allows users to communicate via audio call.
Platform Basics (13)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
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.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Data (2)
Dashboard
Has a centralized dashboard for users to interact with
Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Platform Additional Functionality (15)
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Messaging
Contains in-application messaging abilities
Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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.
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.
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.
Integrations
Integrates with business solutions such as payroll, workforce management, POS systems, etc.
Mobility
Is accessible from a mobile device and by users on the go.
Task Management
Provides task prioritization and management abilities.
Integrations
Integrates with business solutions such as HRIS systems and social tools.
Mobility
Is accessible from a mobile device and by users on the go.
Corporate Discounts
Corporate discount platforms provide employees with access to discounts on products and services.
Employee Engagement
Provides employee survey and feedback features.
Rewards
Provides flexible and easy-to-manage employee reward options.
Back Office (3)
Accounting
Tools to track financial data on a day-to-day basis, both incoming and outgoing.
Employee Management
The ability to manage employee schedules, payroll, or onboarding.
Analytics
Analysis of data collected by the platform in order to glean usable business insights.
Front of Office (3)
POS
Tool to place customer orders and collect payment.
Kitchen Ticketing
Tools for the kitchen to receive customer orders via tickets so they can be prepared and delivered to the proper table.
Reservations
The ability to reserve tables in advance so the restaurant is not overbooked at the time of the reservation.
Guide Options (5)
Rich Text Editor
Allows users to create guides using a rich text editor.
Drag and Drop Editor
Allows users to create guides with a drag and drop interface.
Page Templates
Provides pre-built templates for guide and allows users to create templates.
Video Tutorials
Allows users to created video-based work instructions.
Document Upload
Allows users to upload documents of user guides or documentation to be included in user guides.
Guide Tools (4)
Prerequisites
Provides a list of prerequisite tasks or tools necessary for a particular set of work instructions.
Workflows
Attaches user guides to pre-defined workflows.
Training Modules
Allows users to create cohesive training modules using work instructions.
Analytics
Gathers data on manual usage and user data.
Access Options (3)
Multi-Language Support
Supports multiple languages.
Mobile Device Support
Guides can be accessed on mobile devices like tablets and mobile phones.
Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
Functionality (4)
Integration
Integrate into software or apps via API or SDK.
Location Tracking
Identify a user's physical location.
Location Triggers
Generate notifications, alerts, or in-app events upon reaching a geofenced location(s).
Location Determination
Differentiate between behavioral and proximital locations for users.
Platform Content (9)
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.
Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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.
Automation
Automates some or all operation related tasks.
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Automation
Automates some or all operation related tasks.
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Information Distribution (4)
News Feed
Allows information to be distributed via a scrolling news feed.
Newsletter
Allows information to be distributed via newsletter.
Notifications
Allows information to be distributed via push notification.
Multi-Channel Sharing
Allows administrators to deliver information through multiple channels at once.
Employee Engagement (8)
Employee Generated Content
Able to share pictures, videos or external articles, and users can participate in the communication if authorized
Confirmation
Allows employees to confirm that they have received or read a piece of content.
Comments
Allows employees to leave comments on posts within the application.
Inline Translation
Automatically translates information via machine translation.
Administrative Access
Allows administrators to set permissions within the application.
Content Interaction
Has the ability for users to like and react to a post, comment and share visuals on posts, react to comments left by colleagues, and also tag colleagues if they think it would be interesting to share with others to read too.
Surveys (global & local)
Shares the option for users to answer surveys via the tool from wherever they are are. Has customization options of single, multiple choice, or open text answers, etc.
Chat
Create audience-based chat rooms to share news within their teams, and employees can create private chat rooms as well. Replicates the user experience of employee's favorite apps (e.g. WhatsApp, Messenger, Slack etc.).
Generative AI (3)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
AI Text Summarization
Condenses long documents or text into a brief summary.
Administrative Tasks - Frontline Worker Communication Platforms (6)
Training & Learning Modules
Distributes and manages access to training and educational modules.
Health & Safety Policies
Enables administrators to enforce health and safety policies, such as COVID-19 testing and workplace safety instructions.
Onboarding & Offboarding
Allows workers to access onboarding and offboarding materials through the platform.
Surveys & Feedback
Allows administrators to distribute surveys and analyze feedback from workers.
Employee Services
Gives employees access to employee services , such as PTO requests and pay summaries.
Knowledge Management
Allows administrators to upload and manage documents and files within the platform.
Communication Features - Frontline Worker Communication Platforms (4)
Group Messaging
Enables users to message each other in designated groups, whether public or private.
Private Messaging
Users can communicate in a private, one-on-one manner.
Announcements
Allows company-wide and targeted announcements to ensure workers receive relevant communications.
Emergency Notifications
Administrators can send out mass emergency notifications to everyone, designated groups, or individuals.
Operations - Frontline Worker Communication Platforms (4)
Shift Scheduling
Includes shift scheduling features, allowing managers to create, distribute, and update shift schedules easily.
Insights & Analytics
Provides performance insights and other analytics by individual, team, or region.
Task Management
Schedules and assigns tasks for employees and provides productivity insights for managers.
SOPs & Documentation
Provides written, step-by-step instructions for workers as well as task-related documents.
User Experience & Accessibility - Employee Communications (4)
Native Mobile Application
Contains fully branded mobile app that is available natively via different platforms. Has low bandwidth management to optimize communication between the application and servers.
Branded Experience
Provides customizable web platform for colors, fonts, company branding etc.
Personalized Ux Experience
Targets content based on profiles, attributes, communications needs, etc. Able to personalize end-users' content view based on preferences and interests.
Audience Management & Creation
Creates segmentation groups and communication audiences to target messages, content, features access, etc.
Content Distribution - Employee Communications (3)
Newsfeed
Displays application newsfeed content in an engaging and modern manner.
Newsletter Engine
Allows for reaching employees through the Integrated newsletter builder via email
Multi-Channel Sharing
Publishes the content once on the platform and pushing it through to different comms channels. Pushes specific content based on rules to Microsoft Teams, displaying content inside SharePoint, etc.
Additional Features - Employee Communications (3)
Emergency Notifications
Can activate a Must-Read or an Alert. Must-read will be content that a user is exposed to when they connect to the platform. Allows for alerts to appear in full screen and user will not be able to view the platform without reading the content and validating the dedicated button.
Analytics
Analyzes behavior data to understand performance of program via users, content performance of what content performs best, and video content performance determined by what videos have been seen and by who.
Integrations
Connects with API access, low-code/no-code connectors, as well as integrations with intranet, HRIs, Microsoft Teams, Slack etc.
Generative AI - Business Instant Messaging (1)
Text Summarization
Condenses long documents or text into a brief summary.
AI - Business Instant Messaging (4)
AI Powered Search
Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.
Smart Notifications
Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.
AI Powered Language Translation
Uses AI-powered language translation tools to translate messages in real-time.
Content Generation
Creates, assists, or automates the generation of text-based content within the platform.
Agentic AI - Business Instant Messaging (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Employee Communications (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Frontline Worker Communication Platforms (5)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Restaurant Management (7)
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
Agentic AI - Field Service 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
Agentic AI - Help Desk (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
Agentic AI - Restaurant Scheduling (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 - Employee Intranet (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Technology Glossary Features
View definitions of the features and discover new technology terms.
Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy.
Business instant messaging software works as a communication platform for companies via a text-based messaging application. Learn how these products ease internal business communication among employees.
SLA management is the process of ensuring that all the services and procedures of a business align with the service level agreement (SLA). Learn more about why SLA management is essential, the benefits it offers, and which best practices are appropriate for it.
Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices.





