Freshservice Features
Performance (1)
Reporting
Provides robust reporting capbilities like session details, technician performance information, and end users’ survey summaries.
Additional Functionality (561)
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Historical Reporting
Information, data and reports that are being tracked over time
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Risk Assessment
Initiate collection and analysis of known risks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Customizable Reports
Alter the layout and content of reports
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Product Activation
Validation procedure for activating software license/programs
Real-Time Reporting
Active reporting of data and metrics
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Packaging
License bundling
Ad hoc Reporting
Generate one-off reports that meet information requirements
API
Application programming interface that allows for integration with other systems/databases
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Activity Tracking
Track and document all activities across devices, networks, and other systems
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Categorization/Grouping
Organize and group data or items based on various criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
License Tracking
Maintains a history of customer licenses
License Inventory
Manage license files and packages purchased in a centralized repository
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Autoresponders
Create and automatically send premade copy in response to customer messages
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Monitoring
Active monitoring of systems, applications, or networks
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gamification
Games or game-like elements to track progress and reward accomplishments
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Customizable Fields
Customize data fields to support various needs and use cases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Live Chat
Ability to chat online in real time
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Language Detection
Identify different languages
Multiple Data Sources
Allows users to manage data from a number of sources
Predictive Analytics
Predict future data based on historical data sets
API
Application programming interface that allows for integration with other systems/databases
Alerts/Escalation
System alerts about the need to escalate an issue or request
Data Security
Protect sensitive data for digital privacy
Interaction Tracking
Track interaction history by documenting conversations for contacts
Prioritization
Arrange tasks based on the level of priority or urgency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Mobile App
Access the system via a mobile application
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Templates
Pre-made examples and templates for emails
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automated Responses
Automatic reply functionality for incoming messages
Data Import/Export
Import and export data to and from software applications
Personalization
Adjust communications based on previous interactions or personal preferences
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Survey/Poll Management
Create and administer polls and surveys
Live Chat
Ability to chat online in real time
Real-Time Reporting
Active reporting of data and metrics
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Customer Complaint Tracking
Track customer complaints from initiation through resolution
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Interaction Tracking
Track interaction history by documenting conversations for contacts
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Real-Time Updates
Receive system updates as soon as any changes are made
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Canned Responses
Shortcuts for inputting frequently used messages
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Forms
Customize contracts and forms to collect specific information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Prioritization
Arrange tasks based on the level of priority or urgency
Routing
Plan daily routes to optimize employee scheduling and provide directions
Support Ticket Management
Allow customers/users to submit support queries and service requests
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Chat/Messaging
Communicate using direct chat or messages within the system
Alerts/Escalation
System alerts about the need to escalate an issue or request
Activity Tracking
Track and document all activities across devices, networks, and other systems
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Issue Tracking
Record and follow the progress of every issue
Customizable Branding
Add customized logos and colors to align with company branding
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customer Service Analytics
Assignment Management
Assign issues and tasks based on availability or required skills
Email Templates
Pre-made examples and templates for emails
Customizable Reports
Alter the layout and content of reports
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Forms Management
Store, manage and track all forms in a centralized location
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Forms
Customize contracts and forms to collect specific information
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Data Visualization
Graphical representation of data
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Spend Analysis
Review and uncover trends in spending activity
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Member Accounts
Accounts held by members of an organization
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Branding
Add customized logos and colors to align with company branding
Data Visualization
Graphical representation of data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Forms Management
Store, manage and track all forms in a centralized location
Safety Incident Management
Track, report on and implement actions pertaining to physical safety at the workplace
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
OSHA Compliance
Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
Task Management
Create, manage and track all task activities and progression
Single Sign On
Allow users to access multiple services after entering their login credentials once
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Disaster Recovery
Plan and implement business continuity measures in case of unforeseen events
Document Management
Store, manage, and track all electronic documents in a centralized location
API
Application programming interface that allows for integration with other systems/databases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Reporting
Active reporting of data and metrics
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Communications Management
Record and track all relevant internal and external communications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
IT Incident Management
Manage incidents related to outages or breaches in functionality of IT systems
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Risk Analysis
Analyze potential risks across the organization
Workflow Management
Create, design and manage workflows for repetitive tasks
Risk Assessment
Initiate collection and analysis of known risks
Incident Reporting
Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customizable Reports
Alter the layout and content of reports
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
On Call Scheduling
Track and organize on-call shifts
Investigation Management
Oversee people and resources to carry out an investigation
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Status Tracking
Track the status over time for a request, process, asset, or transaction
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
CMDB
Configuration Management Database
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.
IT Risk Management
Manage risks related to IT systems
Service Catalog
Database containing accurate and up-to-date information on all operational services
Inventory Management
Track and manage inventory levels to maintain proper supply
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Chat/Messaging
Communicate using direct chat or messages within the system
Change Management
Track and monitor efficient handling of all changes/transitions
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Task Management
Create, manage and track all task activities and progression
Email Templates
Pre-made examples and templates for emails
Benchmarking
Compare key metrics for the business against prominent players in the industry
Localization Automation
Adapt content to display differently based on viewer location
Real-Time Reporting
Active reporting of data and metrics
Customer Support
Provide online support for your customers through live chat or help desk functionality
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Alerts/Escalation
System alerts about the need to escalate an issue or request
Release & Deployment
Planning, coordinating, and executing the deployment of software or system changes into a live or production environment
Email Management
Manage, store and organize emails within the system or via third-party apps
Contract/License Management
Track, store, and access client contracts or licenses
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Analytics
Tools for the systematic analysis of various types of data or statistics
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
API
Application programming interface that allows for integration with other systems/databases
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Live Chat
Ability to chat online in real time
Customizable Reports
Alter the layout and content of reports
Incident Management
Manage and track all disruptions and incidents
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Support Ticket Management
Allow customers/users to submit support queries and service requests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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
Impact Management
Analysis of impact/effect on IT services and other business processes
Customizable Forms
Customize contracts and forms to collect specific information
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
License Management
Track and organize the number of licenses available to the organization
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Task Management
Create, manage and track all task activities and progression
Request Assignment
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Support Ticket Management
Allow customers/users to submit support queries and service requests
Single Sign On
Allow users to access multiple services after entering their login credentials once
Data Mapping
Track the management and flow of data throughout the organization
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Incident Management
Manage and track all disruptions and incidents
Alerts/Escalation
System alerts about the need to escalate an issue or request
Prioritization
Arrange tasks based on the level of priority or urgency
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Email Management
Manage, store and organize emails within the system or via third-party apps
Active Directory Integration
Integrates with Active Directory
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Inventory Management
Track and manage inventory levels to maintain proper supply
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Management
Create, design and manage workflows for repetitive tasks
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Configurable Workflow
Configure existing workflows to meet your organization's needs
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Change Management
Track and monitor efficient handling of all changes/transitions
Device Auto Discovery
Automatically scan the network for devices and take pre-defined actions upon discovery
Customizable Reports
Alter the layout and content of reports
Contract/License Management
Track, store, and access client contracts or licenses
Relationship Mapping
Creating relationships between different IT assets to define their status and dependencies in a network
Customizable Fields
Customize data fields to support various needs and use cases
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Vulnerability Scanning
Discover patch statuses and vulnerabilities
Data Aggregation and Publishing
Assemble data from multiple sources
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Historical Reporting
Information, data and reports that are being tracked over time
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Configuration Automation
Facilitate the ongoing and automatic deployment of settings or systems.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
File Management
Create, save, and store files
Status Tracking
Track the status over time for a request, process, asset, or transaction
Patch Management
Install software updates and bug fixes remotely
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Version Control
Track revisions and updates made to files and navigate between different versions
Task Progress Tracking
Track the status and progress of tasks
IT Cost Management
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Policy Management
Create, manage, and track policies and procedures within an organization
Real-Time Analytics
Analyze and gain insights into data in real-time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Sarbanes-Oxley Compliance
Regulations on a company's internal process when dealing with financial reporting
Task Scheduling
Track and manage the scheduling of tasks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electronic Signature
Digitally sign online documents
Full Text Search
Search for specific words or phrases within a document or database
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Contract Drafting
Create, edit, and revise contracts/written agreements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Sell Side (Customers)
An agreement between a buyer and a seller for the sale and delivery of goods or services
Task Management
Create, manage and track all task activities and progression
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Annotations
Highlight content and/or make notations about parts of content
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Contract Negotiation
Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
AI Redlining
The use of AI to automate the process of reviewing, identifying and marking changes in contracts
Version Control
Track revisions and updates made to files and navigate between different versions
Completion Tracking
Track the current status and completion of activities, tasks, goals or deliverables via progress indicators
Contact Management
Manage, organize, and store contact information
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Review
Review and analyze existing information across documents
Customizable Branding
Add customized logos and colors to align with company branding
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Buy Side (Suppliers)
An agreement between a business and an external supplier for the delivery of a set of products or services
Payment Processing
Accept, record, and reconcile financial transactions
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Security Tools
Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Data Import/Export
Import and export data to and from software applications
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
IT Reporting
Tracking KPIs over a certain period to assess helpdesk issues, ticket status & resolution, costs and revenue stats, assets usage & more
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Issue Auditing
Inspecting the issue resolution process for compliance with related systems and regulatory guidelines
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Remote Monitoring & Management
Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Single Sign On
Allow users to access multiple services after entering their login credentials once
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Summary Reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Session Transfer
Transfer a support session to another team member
Remote Update/Installation
Deploy updates or install new software remotely
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Real-Time Updates
Receive system updates as soon as any changes are made
Troubleshooting
Take actions to troubleshoot issues for networks, devices, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
API
Application programming interface that allows for integration with other systems/databases
Support Ticket Management
Allow customers/users to submit support queries and service requests
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Video Conferencing
Connect with meeting participants remotely over video
Diagnostic Tools
Access client's system information, including hardware and software configuration, to perform diagnostics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Change Tracking
Track changes in laws and regulations and compare previous legislation to current legislation
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Asset Discovery
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Document Management
Store, manage, and track all electronic documents in a centralized location
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Framework Management
Manage global or internal standards that are designed to measure the impact of business processes or procedures.
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Security Management
Manage and control the security aspects of an organization's digital assets, resources, and operations
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Capture
Scan, move or upload electronic files within the software's repository
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
IT Asset Tracking
Monitor the movement of one or more IT assets throughout the organization
Process Management
Templates
Sample files or documents that could be customized as needed or used as is
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Documentation Management
Manage product specific documents in a categorized order
Checklists
An itemized to do list that can be edited as tasks are completed
Website Monitoring
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Project Tracking
Monitor the progress of projects from start to finish
Workflow Management
Create, design and manage workflows for repetitive tasks
Relationship Mapping
Creating relationships between different IT assets to define their status and dependencies in a network
Document Storage
Store and organize documents in a centralized system
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Activity Tracking
Track and document all activities across devices, networks, and other systems
Forms Management
Store, manage and track all forms in a centralized location
For the IT sector
Specifically developed for the IT sector
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Knowledge Library
A repository of previously used/received RFP questions with responses
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Customizable Reports
Alter the layout and content of reports
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Branding
Add customized logos and colors to align with company branding
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Text Editing
Edit text as needed
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
API
Application programming interface that allows for integration with other systems/databases
Live Chat
Ability to chat online in real time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Secure Data Storage
Securely stores data to prevent data loss or breaches
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
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Incident Response Checklists
Checklist to confirm the incident and response.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Risk Assessment
Initiate collection and analysis of known risks
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Business Continuity Exercising
Scenario-based process that test the validity of business continuity plans and procedures.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Plan Development
Process of developing business plans for strategies, actions, and goals.
Prioritization
Arrange tasks based on the level of priority or urgency
Service History
Track work performed and resources used for past customers, sites, or assets
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Customizable Forms
Customize contracts and forms to collect specific information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
Service Catalog
Database containing accurate and up-to-date information on all operational services
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Monitoring
Active monitoring of systems, applications, or networks
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
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Automated Responses
Automatic reply functionality for incoming messages
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search
Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
Alerts/Escalation
System alerts about the need to escalate an issue or request
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Dashboard Creation
Creation and customization of dashboards
Remote Access & Monitoring
Control system behavior and appearance, and access and report on system status/health from a distant location
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Chat/Messaging
Communicate using direct chat or messages within the system
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Customizable Branding
Add customized logos and colors to align with company branding
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Real-Time Reporting
Active reporting of data and metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Mobile Interface
A way of interacting with a mobile application using items such as windows, icons, and menus
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Online Forums
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Mobile Alerts
Notifications via mobile devices
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Document Storage
Store and organize documents in a centralized system
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Live Chat
Ability to chat online in real time
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Wiki
An informational database that allows users to add, delete, or revise content
Text Editing
Edit text as needed
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Customizable Reports
Alter the layout and content of reports
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Activity Tracking
Track and document all activities across devices, networks, and other systems
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Document Management
Store, manage, and track all electronic documents in a centralized location
Administration (27)
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Change Management
Tools to track and implement required IT changes in a system.
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Asset Management
Tools to organize and manage all IT assets within an organization.
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Reports & Analytics
A means to view and analyze a large amount of data in order to gain business insights.
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Task Management
Create, manage and track all task activities and progression
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Service Request Management
Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
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Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
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Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Support Ticket Management
Allow customers/users to submit support queries and service requests
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Screen Sharing
Provides screen sharing options to allow access to view or control real-time activities.
File Sharing
Provides easy and seamless file transfer and sharing capabilities to increase productivity and collaboration while working remotely.
Session Recording
Provides the ability to record remote access and support sessions.
Unattended Remote Access
Provides remote access to computers at any time, without an end-user present.
Multi - Session Handling
Provides multiple technician support simultaneously.
Multi-Monitor Support
Allows users to switch between multiple end users’ monitors with a single click.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Support - Software Licensing Management (3)
Training Resources
Offers training materials and resources for effective use of the licensing system.
Customer Support
Offers customer support for license management issues.
Documentation
Provides comprehensive documentation for using the licensing system.
Communication Channels (6)
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
Social Media Integration
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Make and receive calls directly in the application. Track and record calls for analysis.
Video Chat
Chat with your counterparts over the video in real time
Ticket and Case Management (16)
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Ticket Creation User Experience
User Experience of creating and submitting a ticket
Ticket Response User Experience
User Experience of responding and receiving a response
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Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
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Automated Response
Respond to common requests with standard reply
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
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
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Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbox Management
Organize, prioritize, and manage incoming communications
Support Ticket Management
Allow customers/users to submit support queries and service requests
Email Management
Manage, store and organize emails within the system or via third-party apps
Asset Inventory (5)
Hardware Asset Inventory
Create an inventory of a company's hardware assets.
Software Asset Inventory
Create an inventory of a company's software assets.
Cloud Asset Inventory
Create an inventory of a company's cloud assets.
Mobile Asset Inventory
Create an inventory of a company's mobile assets.
Asset Discovery
Detect new assets as they enter a network and add them to asset inventory.
Operations - IT Documentation (6)
Integrations
Seamlessly connects with existing IT service management and monitoring platforms, streamlining ticket resolution and ensuring real-time updates.
Automation
Offers ready-to-use templates and automated workflows, standardizing documentation creation and speeding up routine procedures
Reporting
Provides dashboards and reports to track documentation quality, regulatory compliance, and alignment with internal policies.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Agentic AI - Incident Management (9)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - IT Alerting (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
Execution (10)
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Emergency Notifications
Notifications can be sent to anyone, not only the users of the solution.
Workflows
Workflows to assign tasks to users based on their role and the severity of the issue.
Vulnerability Management
Detect (and block) vulnerabilities and threats in your applications based on vulnerability information
Task Management
Create, manage and track all task activities and progression
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Incident Management
Manage and track all disruptions and incidents
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Workflow Management
Create, design and manage workflows for repetitive tasks
Maintenance (2)
Remote Reboot
Remotely wake, restart, and install applications on sleeping devices.
Remote Printing
Print files from remote computer onto the local printer, without having to transfer the file between computers.
Usability (4)
All-Employee Access
Permits use by job roles outside of service department
Supporting Documents
Allows linking of useful information such as screen shots
Two-Way Communication
Provides direct contact between CSRs and customers outside of milestones
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Analysis (1)
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Threat Detection
Collects and curates data insight about the performance and health of a company's system.
License Models - Software Licensing Management (5)
Floating Licensing
Provides the ability to manage floating licenses, allowing license sharing among users.
Device-Based Licensing
Allows users to manage licenses tied to specific devices.
Consumption-Based Licensing
Supports consumption-based licensing, where charges are based on usage.
Perpetual Licensing
Enables users to handle perpetual licenses, offering indefinite software access.
Subscription Licensing
Allows users to manage subscription-based licenses for their software.
Self-Service Experience (5)
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Knowledge Base
Provides a repository of information that can be used by those seeking support.
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Searchable Articles
Makes articles in the knowledge base searchable on the web.
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Community Forums
Enables users to engage with other users to solve common issues.
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Mobile Optimization
Optimizes the customer self-service experience on mobile devices
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Personalization
Gives the user targeted, personalized results based on their activity or preferences
Reporting (8)
Priority Case Alerts
Informs stakeholders of activity on escalated or high-value cases
Trend Analysis
Evaluates frequency of types of complaints
Performance Monitoring
Includes a dashboard or other means of performance monitoring
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
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Dashboards
Displays important metrics relating to performance.
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Time Tracking
Tracks time worked on a ticket.
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Surveys
Provides surveys to measure employee satisfaction.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Agentic AI - Enterprise IT Management (9)
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
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Security (19)
Data Encryption
Implements encryption standards to secure data both in transit and at rest.
Compliance
Provides compliance to multiple industry standards like HIPAA and GDPR.
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Endpoint Protection
Allows the IT team to oversee all possible endpoints in a single source of reference.
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Patch Management
Automates the updating of security measures on enterprise devices.
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Disaster Recovery
Provides cloud backup or disaster recovery solution to protect enterprise data and applications.
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Service Management
Utilizes data to proactively identify and prioritize IT issues.
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Workflow Management
Creates new or streamlines existing workflows to better handle IT support tickets and service.
Remote Monitoring & Management
Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Task Management
Create, manage and track all task activities and progression
License Management
Track and organize the number of licenses available to the organization
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Incident Management
Manage and track all disruptions and incidents
Role-Based Access Control
Assigns access based on user roles and policy rules.
Threat Detection Alerts
Sends alerts on unauthorized access or app misconfigurations.
Compliance Monitoring
Tracks regulatory compliance across SaaS applications.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Communication (4)
Text Chat
Connects instantly via group chats, web-based chats, offline messaging, persistent chat groups, and customer-initiated chat.
VoIP
Provides voice over IP calling solutions.
Video Conference Call
Provides pre-session or in-session video call options to resolve issues.
Screen Annotations
Allows to draw, highlight, encircle, and box certain areas on the screen of the remote computer to enhance support and communicate better.
Management and Discovery - IT Documentation (5)
Search and Indexing
Provides powerful filtering, tagging, and indexing to quickly locate relevant documents across complex IT environments.
Version Control
Maintains a history of changes and allows admins to revert documentation to a previous version.
Access and Permissions
Ensures that only authorized personnel can view or edit content.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Full Text Search
Search for specific words or phrases within a document or database
Planning (5)
Program Management
Allows users to create programs to deal with potential threats.
Resource Modelling
Dependency mapping of resources includes what-if scenarios.
Recovery Plans
Ability to create and compare recovery plans using standard out of the box templates.
Templates
Includes a library of procedures and standard plan templates.
Policy Management
Create, manage, and track policies and procedures within an organization
Knowledge Dissemination (15)
Page Analytics
Provides data on wiki page and knowledge article use.
Permissions
Allows administrators to provide permissions and gate pieces of content based on role.
Knowledge Sharing
Offers additional tools that facilitate knowledge sharing and collaboration.
Notifications
Notifies users when changes occur.
Advanced Search
Offers AI-based search capabilities
Browser Extension
Allows users to capture knowledge from the web
Organization
Allows knowledge pages to be organized into sections and subsections as needed
Other Integrations
Integrated with other tools to faciliate the sharing of information
Knowledge Integrations
Integrates with other knowledge repositories in the business
Full Text Search
Search for specific words or phrases within a document or database
Web Notifications
Set-up notifications and alerts for web browsers and apps.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Website Integration
Seamlessly integrates with 3rd party websites
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Analytics (3)
Business Impact Analysis
Identify the impact of threats on various departments or business entities.
Plan Reporting
Analyse plan characteristics such as completion time or performance.
Recovery KPIs
Provide information on recovery KPIs such as recovery time progress and recovery time actual.
Access & Usability (5)
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Mobile
Enables access to service desk features via mobile device.
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Self Service
Enables employees to view the status of their tickets.
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Active Directory
Provides a directory of all users within an organization.
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Multi-Channel Access
Enables access to service desk features through multiple channels such as email, phone, or the portal.
Mobile Access
Access software remotely via mobile devices
Agentic AI - IT Service Management (ITSM) Tools (10)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
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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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Multi-Language
Manage and support multiple languages
Generative AI (20)
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.
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.
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.
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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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
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.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Integration (4)
Integrated Risk Management
Integrates with Integrated Risk Management software.
Disaster Recovery
Integrates with Disaster Recovery software.
EMNS
Integrates with Emergency Mass Notification Systems.
Vendor Risk Management
Pinpoint and mitigate risk from third-party vendors and suppliers.
Device Support (4)
Mobile Device Access
Allows mobile device access to provide support or connect to your computer from anywhere.
Multi-Platform Support
Provides support across iOS, Mac, Android, PC and other devices.
Cross-Platform
Allows cross-platform device support, supporting Windows, Mac, Linux, iOS, Android, and Chromebook devices.
Video Support
Supports various video file formats
Security - Software Licensing Management (4)
User Authentication
Provides robust user authentication methods for accessing licensed software.
Anti-Piracy Protection
Protects against unauthorized use and piracy of the software.
Data Encryption
Ensures that all license data is securely encrypted.
Copy Protection
License rights protection
Agentic AI - IT Asset 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
Contract Management Platform Features (14)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Government Contracts
Contracts specific to government agencies or organizations who deal with government agencies
Specialty Contracts
An agreement that's only valid if signed by all involved parties, sealed, and delivered
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Spend Management (10)
Budget Tracking
Tracks SaaS application spend against allocated budgets.
Vendor Consolidation Insights
Identifies opportunities to reduce spend by consolidating redundant or overlapping vendors.
Renewal Notifications
Sends alerts for upcoming contract renewals.
AI Contract Parsing
Uses AI to extract line items, auto-renewals, and key terms from SaaS contracts.
Cost Allocation
Assigns SaaS costs to departments, teams, or business units.
Renewal Spend Forecasting
Projects upcoming renewal costs based on contract and license data.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Budgeting/Forecasting
Create budgets based on historical data and future projections
Generative AI- Business Continuity Management (2)
Automated Plan Generation
Creates or updates business continuity plans by transforming organizational inputs and templates into detailed, customized documents that align with industry standards and regulatory requirements.
AI-Generated Post-Incident Reports and Summaries
Compiles available data into clear summaries and analytical reports that outline what happened, the impact, response actions, and lessons learned after an incident or test.
Agentic AI - Knowledge Base (4)
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
Multi-Language
Manage and support multiple languages
Management (28)
Central Dashboard
Provide immediate insights, information, and updates on IT assets from a central dashboard.
Asset Policy Management
Design and implement custom or pre-built policies for asset management, onboarding, and maintenance.
Risk Management
Implement risk management policies, and push policy updates to various assets across a business network.
Integrations
Integrate with other software solutions, such as spend management and software asset management.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Inventory Management
Track and manage inventory levels to maintain proper supply
Email Management
Manage, store and organize emails within the system or via third-party apps
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Supplier Management
Manage all supplier data and operations
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Task Management
Create, manage and track all task activities and progression
Change Management
Track and monitor efficient handling of all changes/transitions
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
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Reporting
Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.
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Administration Console
Provides administrative tools for routine maintenance, upkeep, and tracking.
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Access Management
Gives administrators control over user privileges and accessibility for IT assets.
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Asset Management
Gives administrators control over hardware and software resource allocation and tracking.
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Policy Dictation
Controls policies and configurations across business applications and hardware.
Real-Time Reporting
Active reporting of data and metrics
Platform (14)
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Unified Communications Platform
Facilitates communication between users and administrators.
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Remote Access
Allows end users to remotely access to company's IT database.
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ITIL Policy Compliance
Helps organizations establish, implement, and adhere to ITIL regulation.
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Asset Tracking
Tracks IT assets and financial data.
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IT Knowledge Management
Integrates all IT service support functions for consistency and accuracy.
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Activity Tracking
Track and document all activities across devices, networks, and other systems
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Customization
Allows users to customize chat colors, text, logos, and branding.
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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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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Provides analytics tools that reveal important business metrics and track progress
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
Management Tools (3)
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Ticket Assignment
Assigns tickets to relevant team members.
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Standardization
Cultivates a standardized workflow for enhanced organization.
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Lifecycle Visualization
Grants transparent overviews for the lifecycle of each incident.
Self-Service Platform (4)
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Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
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Automation
Automates some or all operation related tasks
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Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Agentic AI - Business Continuity Management (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Adaptive Learning
Improves performance based on feedback and experience
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Functionality (4)
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Ticketing System
Provides a service desk for users to submit tickets for IT-related issues.
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Performance Logging
Tracks action-by-action asset performance with machine- or human-readable logs.
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Alerting
Creates alerts when tracked assets encounter errors or performance issues.
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Automation
Automates repetitive tasks associated with IT service operations and maintenance.
Service Desk (4)
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Help Desk
A place for users to submit tickets when they require IT help.
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Incident Reports
Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.
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Process Workflow
The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.
Customizable Reports
Alter the layout and content of reports
Agentic AI - Customer Self-Service (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
Incident Management (6)
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Automate Ticket Routing
Routes tickets automatically to the appropriate user.
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Ticket Prioritization
Prioritizes tickets based on factors configured by the user.
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Ticket Notifications
Notifies the IT team when a ticket needs action.
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Knowledge Base
Provides a forum for answers to common questions.
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Knowledge Base/Ticket Integration
Integrates knowledge base articles into a ticket.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
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 - Service Desk (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - SaaS Management Platforms (SMP) (9)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Integrations - Software Licensing Management (4)
API & SDK Availability
Provides APIs and SDKs for customizing and integrating the licensing system into other tools.
CRM Integration
Connects with CRM systems like Salesforce or HubSpot for streamlined customer management.
Ecommerce Integration
Integrates with ecommerce platforms like Stripe for license purchases.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Knowledge Pages (12)
Templates
Provides pre-made templates for wiki pages and knowledge articles.
In-Content Feedback
Allows users to leave feedback within a wiki page or knowledge article.
Versioning and Version History
Allows users to see version history and return to previous versions of wiki pages.
Decision Trees
Displays knowledge articles to be arranged in a decision tree.
Duplicate Detection
Detects any creation of already existing knowledge pages and alerts user
Content Editor
Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Monitoring (8)
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Constant Monitoring
Monitors systems constantly in real-time.
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Timely Alerts
Alerts users of incidents and issues as soon as they arise.
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TIcket Accuracy
Generates accurate incident reports.
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AI Monitoring
Utillizes AI to monitor and report on incidents in real-time.
Mobile Alerts
Notifications via mobile devices
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
License Management - Software Licensing Management (19)
Offline Licensing Support
Supports offline scenarios by enabling license management without an internet connection.
License Usage Analytics
Offers insights and analytics into license usage patterns.
Real-Time License Management
Enables real-time granting, revoking, and management of licenses.
Automated Licensing Process
Provides automation for the entire licensing process via cloud.
Portable License
Cross platform license management
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Trial License
Manage license during trial period while allowing use of all features
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Inventory Management
Track and manage inventory levels to maintain proper supply
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Contract/License Management
Track, store, and access client contracts or licenses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Node Management
Allows the software to be used on a particular computer
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
AI Features (2)
Auto-fill Custom App Details
Populates custom app metadata using AI.
AI Assistant
Provides real-time answers to questions about licenses, apps, and usage.
App Management (23)
App Usage Monitoring
Tracks SaaS application usage by user, team, and department.
Custom Workflows
Enables creation of tailored automations for IT and admin tasks.
Shadow IT Discovery
Identifies both sanctioned and unsanctioned SaaS applications in the environment.
Self-Service App Store
Allows employees to request and access approved SaaS applications.
Centralized Management Console
Offers a unified interface for managing licenses, users, and applications.
Onboarding & Offboarding Automation
Automates workflows for provisioning and deprovisioning user access.
Email Management
Manage, store and organize emails within the system or via third-party apps
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Inventory Management
Track and manage inventory levels to maintain proper supply
Workflow Management
Create, design and manage workflows for repetitive tasks
SaaS Operations Management
Manage and optimize an organization’s use of SaaS applications.
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Contract/License Management
Track, store, and access client contracts or licenses
License Management
Track and organize the number of licenses available to the organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
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