Glue Up Features
Integration (6)
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Data Import & Export Tools
Tools for importing/exporting data to/from the platform to support campaign setup and reporting.
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Integration APIs
Supports extensibility through APIs to build and manage integrations with third-party tools.
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Breadth of Partner Applications
"Offers a wide range of plug-and-play integrations with third-party applications. "
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CRM Integration
Integrates with CRM software, which can help provide context to your mailing lists.
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Social Media Integration
Integrates with Social Media platforms, which can help expand your reach.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Email Marketing (9)
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Email and Mobile Preview
Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.
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Manage Email Lists
List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.
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High-Volume Sending
Ability to send thousands of unique, personalized emails per second.
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Building and Personalizing Emails
Tools for designing, editing, and personalizing email content for recipients.
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Sending Outbound Emails
Supports the ability to send outbound email campaigns to external recipients.
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Manage Email Deliverability
Maximizes inbox placement by managing spam compliance and sender reputation.
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Automated Email Responses
Automatically respond to user actions or triggers with predefined email messages.
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Multi-user Account
Enables multiple users to login to the same account to maintain a single account for your entire marketing team.
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Surveys
Ability to send secure and personalized survey invites to your contact list.
Reporting & Analytics (7)
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A/B Testing
Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates.
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Basic Reporting
Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.
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Reporting
Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.
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Dashboards
Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)
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Automated Reports
Allows users to schedule automated reports to be pulled at a specified day and time.
Summary Reports
Customizable Reports
Alter the layout and content of reports
Registration (16)
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Event creation
Process of creating a new event
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User registration process
User experience of registering for an event
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Payment processing
Ease of use in processing attendee payments
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Mobile check-in
Check attendees into events and sessions using a mobile device
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On-site tickets and registration
Register attendees and sell tickets on-site
Online Registration
Real-time registration over the web
Visitor Registration
Make a list and register visitors
Visitor Registration
Make a list and register visitors
Multi-Event
Utilize the same app for multiple events
Group Registration
Register a group/batch of attendees
Online Registration
Real-time registration over the web
Event Registration
Online registration for events
Class Registration
Online registration for classes
Online Ticketing
Allow users to buy and sell tickets online, register for events, and collect buyer information
Season Tickets
Grants the users access to all events for one season
Electronic Payments
Electronically collect payments for goods or services
Marketing and Communications (30)
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Event website creation
Design and manage a dedicated event website
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Email automation
Automate email communications with attendees
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Email customization
Design and customize email communications
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Contact list management
Organize and manage contact list of attendees
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Social media promotion
Advertise and promote event using social media integrations
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Lead generation and retrieval
Tools for capture and follow-up of leads generated during an event
Guest List Management
Curating an intentional list of prospective guests as per relative interests to achieve specific goals.
Artist Management
Contract/License Management
Track, store, and access client contracts or licenses
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Website Management
Built-in website builder or integration with third-party site
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Event Management
Schedule and manage the logistics of activities and other gatherings
Wait List Management
Record, update and manage waiting lists
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Badge Management
Create, manage, and print wearable badges
Support Ticket Management
Allow customers/users to submit support queries and service requests
Survey/Poll Management
Create and administer polls and surveys
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Refund Management
Oversee the process of issuing refunds
Forms Management
Store, manage and track all forms in a centralized location
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Venue Management
Includes all operations and activities associated with a physical space or location that is used for hosting events
Customer Data Management
Searchable repository of information about clients
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Event Operations (31)
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Site selection
Tools or directories to select and manage a site or venue for an event
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Hotel and transportation planning
Organize hotel blocks and transportation arrangements for attendees
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Staff management
Manage staff resources and communications
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Budget management
Tools for tracking event expenses and budgets
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Session scheduling
Plan and organize event sessions and schedule
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Speaker submissions
Manage abstracts and proposals for event speakers
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Exhibition management
Manage exhibitors or sponsors at an event
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Badge Management
Create, manage, and print wearable badges
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Website Management
Built-in website builder or integration with third-party site
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Survey/Poll Management
Create and administer polls and surveys
Sponsorship Management
Raise funds via sponsors and grants
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Venue Management
Includes all operations and activities associated with a physical space or location that is used for hosting events
Agenda Management
Access event or meeting agenda online
Speaker Management
Discover speakers and manage their details, booking and time.
Room Block Management
Book and manage rooms at an event
Volunteer Management
Manage volunteer information and direct volunteer resources
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Film Planning
Staff Scheduling
Scheduling capabilities for employees to view shift-times and employers to schedule staff accordingly
Event Scheduling
Plan an event's time and location
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Support Ticket Management
Allow customers/users to submit support queries and service requests
Credential Management
Manage usernames, account numbers, passwords, biometric data, public access keys, and other documentation
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Transportation Management
Organize and track the physical movement of goods from one location to another
Attendee Engagement (7)
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Event agendas and schedules
Ability for attendees to customize and access a schedule or agenda for an event
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Floor plans / maps
Ability for attendees to access floor plans and maps of an event venue
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Social media integrations
Tools for attendees to post to social media during an event
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Attendee networking
Tools to enable networking for attendees during an event
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Attendee surveys
Tools for gathering feedback from attendees during and after an event
Multi-Event
Utilize the same app for multiple events
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform (8)
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Performance and reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond
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Reporting and dashboards
Access pre-built and custom reports and dashboards
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API / integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications
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Multiple event management
Ability to plan and organize multiple events within the platform
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Real-Time Reporting
Active reporting of data and metrics
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
For Virtual Events
Designed for events that occur online
Community Building (9)
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Member Profiles
Manages user profiles and contact records by allowing members to create and customize profiles with personal information and activity, while automatically uploading and maintaining this data within the company’s contact database.
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Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Member Discovery
Helps members find and connect with relevant community members.
Member Referrals
Allows members to invite and refer new members to join the community.
Community Spaces
Enables the creation of dedicated spaces or groups to organize community content and discussions.
Paid Memberships
Allows monetization through paid access or subscription-based community tiers with built-in access control.
Multimedia Sharing
Enables sharing of images, videos, files, and other media within the community.
Courses
Supports hosting and delivering structured learning content directly within the community.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Community Improvement (3)
Gamification
Helps engage members through gamification features such as points, rewards, and engagement metrics.
Polls & Questions
Provides native tools to create polls and ask questions within the community.
Automation Rules
Allows administrators to automate community workflows and actions.
Customer Analytics (6)
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Community Insights
Identifies member behavior trends, popular topics, and sentiment across the community.
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Community Engagement Analytics
Provides tools to measure and analyze member engagement, participation, and activity within the community.
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Downloadable Reports
Provides functionality to download community data and reports in multiple formats.
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ROI Tracking
Tracks return on investment from community efforts, including retention, engagement, and revenue impact.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Activity Tracking
Track and document all activities across devices, networks, and other systems
Community Management (15)
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Community Feeds & Discussions
Enables members to participate in discussion threads or activity feeds within the community platform.
Live Streaming
Allows hosts to broadcast live video sessions directly to the community without requiring third-party tools.
Chat & Messaging
Allows real-time or asynchronous messaging between members within the platform.
Events Management
Supports creating, hosting, and managing virtual or in-person community events within the platform.
Admin Roles & Permissions
Allows admins to assign roles and control access to features, content, and moderation tools.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Group Management
Organize and edit a group of people's policy and members
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Membership Management
Database of members to track personal information of individuals and families
Email Management
Manage, store and organize emails within the system or via third-party apps
Website Management
Built-in website builder or integration with third-party site
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
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
Training & eLearning (15)
Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Customer Training
Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
Manager Portals
Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content.
Interactive Content
Allow the audience to interact or engage with the content
Skills Tracking
Track employee skills, competencies, training & qualifications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Course Management
Create, organize, and assign courses to users
Contact Management
Manage, organize, and store contact information
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Learning Management
Organize and track educational activities
Assignment Management
Assign issues and tasks based on availability or required skills
Assessment Management
Creation, administration, and evaluation of assessments or tests
Learner Portal
Students can access materials and communicate with instructors via their online student profile
Content Library
Centralized repository to store content and assets
Constituent Management (3)
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Constituent Profiles
Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.
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Online Portal
Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.
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Donor Communications
Enables gift acknowledgment and letter and electronic communications with constituents.
Marketing Automation (16)
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Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.
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Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
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Campaign Management
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
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Marketing ROI Analytics
Analyzes effectiveness of an organization's various marketing activities
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Donor Management
Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach
Volunteer Management
Manage volunteer information and direct volunteer resources
Contact Management
Manage, organize, and store contact information
Fundraising Management
Activities related to raising money for a specific cause
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
Membership Management
Database of members to track personal information of individuals and families
Workflow Management
Create, design and manage workflows for repetitive tasks
Workflow Automation (3)
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Donor Prospecting
Automates activities and reminders for each of your prospects to help move them along the donor pipeline.
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Data Entry
Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.
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Task Delegation
Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.
Integrations (5)
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Accounting
Provides fund accounting support to track payments receivable and pending.
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Fundraising
Supports online donation and event registration processing and imports fundraising data into records.
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Grant Management
Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.
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Sales POS
Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.
Event Management
Schedule and manage the logistics of activities and other gatherings
Administration (4)
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Event Configuration
Supports different types of virtual events and events with multiple concurrent sessions
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Event Marketing
Offers features for promoting events through email or social media
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Speaker Access and Control
Allows event organizers to designate multiple speakers and hosts for an online event
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Advanced Reporting
Provides analytics features to track event attendance, engagement, and feedback
Virtual Experience (27)
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Virtual Lobby
Offers a virtual lobby where users can view sessions, access content, and chat with attendees
Built-In Webcasting
Platform offers native capabilities for webcasting video content
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Webcasting Integrations
Platform offers integrations with webinar and/or video streaming tools
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Cross-Device Functionality
Allows attendees to access event content on multiple devices
Session / Agenda Management
Enable building and publishing session agenda, multi‑track scheduling, speaker assignments, and agenda edits
Live Streaming & Recording
Enable live broadcasting of sessions along with options to record, store, and replay them
Registration & Attendee Management
Support creation of registration forms, ticketing, attendee profiles, waitlists, and badge issuance
Event Setup & Scheduling
Provide tools to define event dates, tracks, session slots, registration periods, and calendar publishing
Branding & Customization
Allow full customization of look & feel (logos, colors, layout, CSS) to match event branding
Interactive Speaker / Moderator Controls
Provide tools for moderators/speakers to manage Q&A, control audience view, mute/unmute, session control
Survey/Poll Management
Create and administer polls and surveys
Sponsorship Management
Raise funds via sponsors and grants
Badge Management
Create, manage, and print wearable badges
Exhibit/Vendor Management
Manage location logistics and coordinate the participation of exhibitors or vendors in an event
Video Streaming
Allows users to view videos without downloading media files
Online Registration
Real-time registration over the web
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Website Management
Built-in website builder or integration with third-party site
Contact Management
Manage, organize, and store contact information
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Forms Management
Store, manage and track all forms in a centralized location
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Event Management
Schedule and manage the logistics of activities and other gatherings
Attendance Management
Manage attendance for classes, shifts, meetings, or events
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.
Event Registration
Online registration for events
Engagement (7)
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Online Event Agenda
Enables attendees to register for multiple sessions and curate a personalized event agenda
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Interactive Content
Includes features for Q&A, live polls, and/or group chat
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1:1 Networking
Improves the attendee experience with networking or matchmaking capabilities
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Exhibitors/Sponsorships
Provides value to event exhibitors or sponsors
Gamification & Incentives
Include leaderboards, points, badges, quizzes, contests to drive participant activity
Real‑Time Interaction Tools
Offer live polls, Q&A, chat, surveys, annotations, emoji/reactions, whiteboards during sessions
Networking / Matchmaking
Support 1:1 meetings, AI matchmaking, breakout rooms, social lounges, networking scheduling
Generative AI (9)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
SMS Reminders
Reminders sent via SMS/text message
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.
Lead Generation
Manage the process of attracting and converting business prospects into leads
Agentic AI - Professional Association 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
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
Agentic AI - Online Community 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
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
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Nonprofit CRM (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
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.
Accounting Integration
Integrate with a third-party accounting system
Website Integration
Seamlessly integrates with 3rd party websites
Agentic AI - Email Marketing (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Event Management Platforms (4)
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
Website Integration
Seamlessly integrates with 3rd party websites
Agentic AI - Virtual Event Platforms (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
Administration / Support - Virtual Event Platforms (2)
Role‑Based Access & Permissions
Provide multiple admin roles (organizer, moderator, speaker), with controlled access & rights
Security & Compliance
Support encryption, data protection, authentication, audit logs, compliance standards (e.g. GDPR, SOC2)
Insights & Scale - Virtual Event Platforms (3)
User Capacity & Reliability
Guarantee event scale (max attendees, concurrency) and platform reliability (uptime, SLAs)
Analytics & Reporting
Provide dashboards and reports on registration, attendance, engagement, drop‑offs, session stats
Audience Analytics
Track and analyze various metrics such as demographics, psychographics, behavior and other insights
Membership Management (4)
Member Self‑Service Portal
Allows members to update profiles, renew membership, and manage their account online.
Member Database
Stores and updates detailed member profiles and track membership status.
Automated Dues & Renewals
Automatically bill members and process recurring membership renewals.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Events & Committees (20)
Committee & Group Management
Supports creation and management of committees, special interest groups, and sub‑groups.
Event Management & Registration
Creates, promotes, and manages event registration and attendance tracking.
Calendar & Scheduling Tools
Provides shared calendars and scheduling for meetings, conferences, and association activities.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Wait List Management
Record, update and manage waiting lists
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Event Management
Schedule and manage the logistics of activities and other gatherings
Dues Management
Track and collect membership dues
Website Management
Built-in website builder or integration with third-party site
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Contact Management
Manage, organize, and store contact information
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Membership Management
Database of members to track personal information of individuals and families
Newsletter Management
Create and update newsletter content to increase engagement
Fundraising Management
Activities related to raising money for a specific cause
Chapter Management
Event Calendar
A list of events with their respective dates
Financial & Operational Tools (5)
Integration With Accounting Tools
Integrates with accounting and third‑party financial systems.
Email Marketing & Automated Communications
Sends segmented email campaigns and automated reminders to members.
Online Payments & Invoicing
Processes secure payments for dues, events, and other fees with invoicing.
Reporting & Analytics
Produces reports on engagement metrics like event attendance and communication effectiveness.
Website Integration
Seamlessly integrates with 3rd party websites
Additional Functionality (242)
Event Calendar
A list of events with their respective dates
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
Customizable Forms
Customize contracts and forms to collect specific information
Private Chat
Send messages to selected individual(s) from the entire audience
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Multi-Language
Manage and support multiple languages
Ticketing
Customize, sell, and distribute tickets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Transcripts
Export text transcripts for the chat between two or more individuals
Mobile Access
Access software remotely via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Reports
Alter the layout and content of reports
Customizable Branding
Add customized logos and colors to align with company branding
Email Marketing
Create and send email blasts/campaigns
Live Streaming
Live stream to multiple devices simultaneously
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Live Chat
Ability to chat online in real time
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Email Templates
Pre-made examples and templates for emails
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Screen Sharing
Digitally share screen view with others
Recording
Record live video calls to play later
Real-Time Analytics
Analyze and gain insights into data in real-time
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Email Reminders
Reminders sent via email
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Lead Capture
Automatically identify and save contact information of potential customers
Conferences/Conventions
Software that specializes in managing events such as conferences, conventions and trade shows
Real-Time Data
Receive data and information in real time
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Weddings/Parties
Software that specializes in weddings, public and private parties
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Access Control
Regulate who can view information within the system
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Gamification
Games or game-like elements to track progress and reward accomplishments
For Music Festivals
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Event Ticketing
Manage tickets for specific events
For Film Festivals
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Real-Time Updates
Receive system updates as soon as any changes are made
Guest Accreditation
Customizable Fields
Customize data fields to support various needs and use cases
Mobile Alerts
Notifications via mobile devices
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Tracking
Track and document all activities across devices, networks, and other systems
Personalization
Adjust communications based on previous interactions or personal preferences
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Companies
Software designed for companies who offer training programs to clients
Customizable Reports
Alter the layout and content of reports
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Gamification
Games or game-like elements to track progress and reward accomplishments
Multi-Language
Manage and support multiple languages
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Branding
Add customized logos and colors to align with company branding
Tests/Assessments
Create tools to measure student retention of learning material and lessons
Training Administration
Back-office tasks (i.e. schedule courses, organize resources, course registrations, and email reminders)
Social Learning
Create tools to promote social interaction and learning between students/trainees and instructors/trainers
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Mobile Learning
Access for students to complete learning materials on mobile platforms
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Built-in LMS
LMS functionality built-in for content delivery
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
API
Application programming interface that allows for integration with other systems/databases
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Single Sign On
Allow users to access multiple services after entering their login credentials once
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Corporate/Business
Software specialized for corporate use
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Speaker Profiles
List information about event speakers
Attendee Profiles
List information about event guests
Ticketing
Customize, sell, and distribute tickets
Live Streaming
Live stream to multiple devices simultaneously
Live Chat
Ability to chat online in real time
Kiosk Ticketing
Obtain tickets via Kiosk upon arrival at event
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Attendee Tracking
A list of registered participants
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Breakout Rooms
Sub-room created within virtual meeting/class
Lead Capture
Automatically identify and save contact information of potential customers
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Event Ticketing
Manage tickets for specific events
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Gamification
Games or game-like elements to track progress and reward accomplishments
Video Conferencing
Connect with meeting participants remotely over video
Chat/Messaging
Communicate using direct chat or messages within the system
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
API
Application programming interface that allows for integration with other systems/databases
Event Tracking
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Conferencing
Event Calendar
A list of events with their respective dates
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Forms
Customize contracts and forms to collect specific information
Email Reminders
Reminders sent via email
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Electronic Payments
Electronically collect payments for goods or services
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Personalization
Adjust communications based on previous interactions or personal preferences
Customizable Branding
Add customized logos and colors to align with company branding
Email Reminders
Reminders sent via email
Member Accounts
Accounts held by members of an organization
Email Marketing
Create and send email blasts/campaigns
Event Ticketing
Manage tickets for specific events
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Document Storage
Store and organize documents in a centralized system
Credit Card Processing
Accept and process credit card transactions
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
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
Customizable Forms
Customize contracts and forms to collect specific information
Email Templates
Pre-made examples and templates for emails
Member Communities
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API
Application programming interface that allows for integration with other systems/databases
Member Directory
Comprehensive list that contains information and details of all the members associated with a particular organization or group
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Mobile App
Access the system via a mobile application
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Payment Processing
Accept, record, and reconcile financial transactions
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
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
Membership Signup
Registration process to become members by providing relevant information and agreeing to terms
Member Types
Handle various types of membership based on groupings
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Donation Tracking
Track and view detailed financial donation history made by contacts and members
Data Import/Export
Import and export data to and from software applications
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Task Scheduling
Track and manage the scheduling of tasks
Email Templates
Pre-made examples and templates for emails
API
Application programming interface that allows for integration with other systems/databases
For Nonprofits
Software specialized for non-profit organizations
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customizable Fields
Customize data fields to support various needs and use cases
Email Tracking
Track delivered, received, and opened emails
Interaction Tracking
Track interaction history by documenting conversations for contacts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Campaign Planning
Plan and strategize marketing campaigns
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Document Storage
Store and organize documents in a centralized system
Mobile Access
Access software remotely via mobile devices
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Customizable Forms
Customize contracts and forms to collect specific information
Electronic Payments
Electronically collect payments for goods or services
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Credit Card Processing
Accept and process credit card transactions
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Email Reminders
Reminders sent via email
API
Application programming interface that allows for integration with other systems/databases
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Ideation
The creation, development, and sharing of potentially innovative new ideas
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Moderation
Controls/tools to moderate the session
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Member Directory
Comprehensive list that contains information and details of all the members associated with a particular organization or group
Mobile Access
Access software remotely via mobile devices
Filtering
Find & retrieve relevant data or documents
Data Import/Export
Import and export data to and from software applications
Commenting/Notes
Leave comments and notes on documents for others to view
Document Storage
Store and organize documents in a centralized system
Customizable Branding
Add customized logos and colors to align with company branding
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Personalization
Adjust communications based on previous interactions or personal preferences
Autoresponders
Create and automatically send premade copy in response to customer messages
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Newsletter Management
Create and update newsletter content to increase engagement
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Preview Functionality
Preview materials before finalizing projects
Email Tracking
Track delivered, received, and opened emails
Email Campaign Management
Plan, execute, and analyze email marketing campaigns
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Customizable Branding
Add customized logos and colors to align with company branding
Lead Capture
Automatically identify and save contact information of potential customers
Mobile Optimization
Optimize content to ensure it is easily accessible for mobile users
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Fields
Customize data fields to support various needs and use cases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Click Tracking
Track the amount of clicks on individual products to measure campaign results
List Management
Manage contacts across multiple mailing lists
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Subscriber Management
Add or remove subscribers from mailing lists
Email Sequences
Set up automated email sequences to streamline outreach and engage leads/contacts
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Multi-Language
Manage and support multiple languages
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable CTAs
Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)
Real-Time Analytics
Analyze and gain insights into data in real-time
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
CAN-SPAM Compliance
Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
HTML Editor
Add, edit, and manipulate HTML code directly
Contact Management
Manage, organize, and store contact information
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Campaign Analytics
Track and interpret campaign performance metrics
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Image Library
Store and manage images
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows


