Genuity Features
Contract Management Platform Features (13)
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Contract Creation
Users can create new contracts within the platform using built-in document creation features.
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
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Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
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Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
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Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
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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.
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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
Analysis (1)
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Threat Detection
Collects and curates data insight about the performance and health of a company's system.
Platform (7)
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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
Security (11)
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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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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
Revenue Recognition (2)
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Usage Tracking
Track usage per company, custom time period, or contract
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Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Tracking (3)
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Spend Tracking
Provides ability to track and/or map spending on all tools across departments with little to no manual entry.
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SaaS Utilization Tracking
Continuously tracks the number of licenses in use and how often they are being utilized. Tracks usage internally or through integrated applications.
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User Sentiment Tracking
Allows companies the ability to periodically survey users regarding the effectiveness of SaaS applications and their experience using the tools.
Management (23)
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Contract Management
Provides administrative features to renew, track pricing, analyze terms, and outline expiration dates for SaaS contracts.
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Application Catalog
Allows companies to select a wide variety of applications to track and manage.
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Dashboards and Visualizations
Presents information and analytics in a digestible, intuitive, and visually appealing way.
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Central Dashboard
Provide immediate insights, information, and updates on IT assets from a central dashboard.
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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
Insights (3)
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Recommendations
Provides recommendations on how to improve your use of existing SaaS tools and recommendations on new SaaS tools
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Spend Forecasting and Optimization
Ability to project spend based on contracts signed. Identifies redundant transactions and unnecessary costs.
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Reporting
Creates reports outlining application utilization, cost, user sentiment, and/or functional overlap.
Spend Management (3)
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Expense Management - TEM
Aggregates and manages billing and usage data
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IT Spend Audits - TEM
Tracks, conducts, and and analyzes spending trends, overusages, and any irregularities
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Resource Management (14)
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Contract Management - TEM
Handles partnership and contracts with vendors
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Asset Management - TEM
Provides inventories of existing IT assets for tracking and monitoring purposes
Call List Management
Manage and track all past and future calls.
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Contact Management
Manage, organize, and store contact information
Unattended Call Management
Manage calls that were missed or not attended
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Inventory Management
Track and manage inventory levels to maintain proper supply
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Operations (5)
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Business Intelligence - TEM
Generates financial and operational reports and/or data visualizations
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SaaS or Licensure - TEM
Delivers TEM service as a Software-as-a-Service or a licensed product
Outsourced Deployment - TEM
Outsources TEM service to a third-party implementor
Compliance - TEM
Aligns business operations with industry requirements
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Asset Inventory (5)
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Hardware Asset Inventory
Create an inventory of a company's hardware assets.
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Software Asset Inventory
Create an inventory of a company's software assets.
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Cloud Asset Inventory
Create an inventory of a company's cloud assets.
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Mobile Asset Inventory
Create an inventory of a company's mobile assets.
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Asset Discovery
Detect new assets as they enter a network and add them to asset inventory.
Generative AI (6)
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Agentic AI - SaaS Spend Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - 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
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (164)
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
Multi-Location
Manage and support multiple locations
Auto-Dialer
System that automatically dials calls
Call Duration
Details about the length of time a phone call lasts, starting from when the call gets initiated till it ends
Activity Tracking
Track and document all activities across devices, networks, and other systems
Voice Mail
Computer-based system that allows users to send and receive voice messages
Inbound Reporting
Track and monitor incoming call statistics
Call Scripting
Provide agents with a typical response for common call subject matter
Real-Time Reporting
Active reporting of data and metrics
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
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
Automatic Call Distribution
Distribute/route/connect calls
Call Volume
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Interaction Tracking
Track interaction history by documenting conversations for contacts
Customizable Reports
Alter the layout and content of reports
Call Reporting
Track and report on all incoming and outgoing calls
Lead Capture
Automatically identify and save contact information of potential customers
Cost Analysis
Analyze and calculate business costs
By-Extension Reporting
Report incoming and outgoing calls for specific extensions
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Data Import/Export
Import and export data to and from software applications
Call Transfer
Transfers live calls to other agents
Fraud Detection
Identify and prevent suspicious activity
Outbound Reporting
Track and monitor outgoing call statistics
Callback Scheduling
Schedules callback times
Caller ID
Identify the number and contact information of a caller before answering the phone
Who Answered Log
Track calls answered by employees
Call Recording
Record the audio of phone conversations for quality assurance purposes
Internal Cost Allocation
Fixed Line Compatibility
Compatible with fixed-line (cable) telecommunication systems
Contract Negotiation
Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Chargeback Tracking
Track usage and chargeback for disputed transactions/expenses
Mobile Line Compatibility
Compatible with mobile-line (cellular) telecommunication systems
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Billing for Voice
Billing for voice services
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Billing for Data
Billing for data services
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Ad hoc Reporting
Generate one-off reports that meet information requirements
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Inventory Optimization
Maintain and control the stock level of inventory
Scheduled/Automated Reports
Set a time to generate routine reports automatically
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
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Risk Assessment
Initiate collection and analysis of known risks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
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
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Vendor Payment
Process payment to vendor(s) for goods/services received
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contract/License Management
Track, store, and access client contracts or licenses
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
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Task Management
Create, manage and track all task activities and progression
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