Fortis Features
Merchandising/Marketing (7)
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
Recommendations / Personalization
Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Shopping Cart Abandonment
Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.
Product Reviews
Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products
SEO
Provides tools to drive traffic to pages via organic search
Product Catalog (5)
Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site.
Product Configuration
Ability to all users select options to configure the product or select product options. For example, color, size, etc.
Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Process (18)
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Tax Display and Processing
Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.
Payment Processing
Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.
Order Management
Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Returns Management
Track and facilitate returns of products sold
Order Processing
Send / receive, process, and execute orders
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Purchase Order Management
Create, send, and track purchase orders and their statuses
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Special Order Management
Manage special order requested by a customer
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Credit Card Processing
Accept and process credit card transactions
Multi-Channel Support (11)
Omnichannel
Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.
Mobile
Features that enable customers to easily to shop for products using a mobile device.
Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
3rd-Party Store Integration
Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels
B2B
Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
Multi-Store
Manage multiple teams and operations from a central location
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Commerce
Platform (33)
APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
Customization
Product provides tools to customize web store front, business process, etc. to meet unique business needs.
Integrations to Add-on Tools
Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.
User Management
Enables customers to update their own user information, settings and preferences.
Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements
Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
Test-to-Product Migration
Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site
Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions.
Performance and Reliability
Software performs well and runs with minimal unscheduled downtime
Mobile Access
Access software remotely via mobile devices
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Shipping Management
Manage and track orders being shipped to customers
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Website Management
Built-in website builder or integration with third-party site
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Reviews Management
Track and monitor reviews of products or services
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Management
Store and organize information about customers and previous interactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Security
Protect sensitive data for digital privacy
POS (7)
-
Credit Card Payments
Processes credit card payments either within the platform or using an outside processing company.
-
Barcode Scanning
Allows users to scan barcodes to obtain pricing and item information when checking out a customer.
-
Hardware Integration
Allows users to connect the software with outside hardware such as cash drawers, credit card readers, barcode scanners, and more.
-
Price Adjustments
Applies adjustments such as bulk discounts, sale discounts, buy one get one free or other offers to item prices during checkout.
-
Receipts
Provides receipts to customers after their purchase by printing them, sending them via SMS or email, or provides the ability to refuse a receipt.
Electronic Payments
Electronically collect payments for goods or services
Accounting Integration
Integrate with a third-party accounting system
Marketing (2)
-
Loyalty Programs
Provides customers with discounts or other rewards for being frequent patrons or attacts lapsed customers back with deals or coupons.
-
Email Marketing
Uses email to send marketing material to customers such as coupons, special offers, and more.
Administration (21)
-
Inventory Management
Tracks inventory in real time as purchases are made so users are aware of the need to restock.
-
Employee Management
Schedules employees, tracks productivity, and allows for multiple user profiles.
-
Reporting
Provides users with reporting on key data such as sales, inventory, revenue, and more.
-
E-commerce Integration
Connects with an online store to either track inventory sold online or process online payments.
Electronic Signature
Digitally sign online documents
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Receipt Management
Upload, track, and submit receipts in a central database
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Retail Management
Manage sales in retail stores
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Purchase Order Management
Create, send, and track purchase orders and their statuses
Order Management
Manage and track customer orders for goods, investments, or any other purchases
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Stock Management
Manage the buying, selling, and holding of stocks
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Returns Management
Track and facilitate returns of products sold
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Loyalty Experience (6)
Loyalty Engine
Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.
Rewards
Offers a flexible and customizable reward system.
Membership
Segments customers into tiers or membership groups.
Personalization
Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.
Gamification
Provides gamified features such as badges, achievements, and leaderboards.
Loyalty Cards
Includes tools for managing and designing branded physical or digital loyalty cards.
Loyalty Platform (14)
Communication Tools
Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.
Customer Relationship Management (CRM)
Allows users to view and manage customer profiles within the platform.
Loyalty Analytics
Offers comprehensive analytics to track ROI and engagement with the loyalty program.
Localization
Supports multiple languages and currencies.
Integrations
Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Membership Management
Database of members to track personal information of individuals and families
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
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform
REST APIs
Provide APIs that allow for interaction with RESTful web services
Data Orchestration
Capture and manage data from multiple sources and syncronize it with the front end and back end
Customization
Allows developers to customize the platform using multiple programming languages
Extensibility
Include prebuilt integrations with multiple systems such as ERP and CRM
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Loyalty Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Agentic AI - E-Commerce Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Accounting Integration
Integrate with a third-party accounting system
Additional Functionality (119)
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reordering
Accept and track repeat orders
Bulk Ordering
Accept and track orders with multiple items
Multi-Currency
Manage and handle various international currencies
Customer Accounts
Record customer information, purchase history, and other notes
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Shopping Cart
Checkout of online store
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Order Tracking
Track orders throughout the fulfillment process
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Templates
Sample files or documents that could be customized as needed or used as is
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Kitting
Group and package individual but related items as one package set
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
For Small Businesses
Designed for small businesses
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Data Import/Export
Import and export data to and from software applications
Check Printing
Print paychecks issued to confirm payment of wages or salary
Price Optimization
Track factors that affect pricing and adjust prices accordingly to increase sales
Online Store Builder
Includes functionalities for creating custom eCommerce websites
Customizable Fields
Customize data fields to support various needs and use cases
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Optimization
Maintain and control the stock level of inventory
Shopping Cart
Checkout of online store
Customizable Reports
Alter the layout and content of reports
Sales Reports
Reports specific to sales analysis for trends and strategies
Credit Card Processing
Accept and process credit card transactions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Backup
Data is backed up automatically to prevent data loss
Label Printing
Process of printing custom labels through various methods.
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Restaurant POS
Use the built-in point of sale or POS integration to streamline administrative and accounting operations across restaurants
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customer Accounts
Record customer information, purchase history, and other notes
For iPad Devices
Operate/access software on iPad Devices
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Real-Time Data
Receive data and information in real time
For Retail
For Retail Stores
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Payment Processing
Accept, record, and reconcile financial transactions
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Real-Time Updates
Receive system updates as soon as any changes are made
Customer History
Access previous interactions or concerns to maintain customer relationships
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Retail POS
For retailers
Product Catalog
Present a catalog of inventory that customers can view
Inventory Replenishment
Track stock count levels to manage product reordering
Returns Tracking
See what items have been returned
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Touch Screen
Interactivity between software and users by touching areas on the screen of display devices
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
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
SMS Marketing
Send promotional campaigns or transactional messages via text messages
Referral Tracking
Log and store the source of contacts/leads
Customizable Branding
Add customized logos and colors to align with company branding
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Member Portal
Online gateway through which members can access/update personal information
Campaign Planning
Plan and strategize marketing campaigns
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Email Marketing
Create and send email blasts/campaigns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Multi-Campaign
Manage multiple campaigns in one system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customer Profiles
Record customer information, purchase history, and other notes
Social Promotion
Market event via social media tools
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customer Activity Tracking
A report showing what actions customers perform
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.
Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched.