goodmeetings Features
Content Management (8)
Content Import
Ability to import sales and marketing collateral built outside of the solution
Content Creation
Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation.
Advanced Search
Able to easily search, locate, and retrieve relevant content.
Content Library
Centralized repository to store content and assets
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Analytics (5)
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content.
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Prioritization
Arrange tasks based on the level of priority or urgency
Training (4)
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Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
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Coaching Materials
Offers content and training for new hires within the tool.
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Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
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Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
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Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
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Scorecard
Provides a scorecard to display team and/or individual performance.
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Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
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Leaderboard
Projects team sales performance publicly to reward and motivate employees.
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Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
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Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
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Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Pre-Meeting Tools (3)
Templates
Provides templates for various meeting types.
Scheduling
Schedules and coordinates meetings between participants.
Agenda
Creates agendas for meetings to follow.
Meeting Tools (6)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
Notes
Allows participants to record notes on meeting proceedings.
Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
File Sharing
Allows participants to share files or post them in a shared workspace.
Screen Sharing
Digitally share screen view with others
Meeting Notes
Create and share notes/annotations taken during meetings
Post-Meeting Tools (5)
Task Delegation
Delegates tasks based on agreed upon action points.
Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Lock Meetings
Password-protect and/or stop new participants from joining online meetings
Calling (5)
Record Calls
Records calls for future reference.
Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (4)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater
Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Contact Management
Manage, organize, and store contact information
Insights (7)
Notes
Allows users to take notes during or after the call for future reference.
Daily Summary
Delivers users a daily summary of activity.
Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Incentives (2)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (5)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sales Reports
Reports specific to sales analysis for trends and strategies
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Administrative (3)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Lead Facilitation (2)
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (15)
Opportunity and Pipeline Management
Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Call Management
Document Management
Store, manage, and track all electronic documents in a centralized location
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Notes Management
Allow users to create, edit, and sort multiple notes
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Email Management
Manage, store and organize emails within the system or via third-party apps
Performance Analysis (4)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Email Tracking
Track delivered, received, and opened emails
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Sales Analysis (1)
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Call Analytics (6)
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Call Recording
Records sales calls and facilitates playback
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Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
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Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Real-Time Data
Receive data and information in real time
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Artificial Intelligence - Conversation Intelligence (3)
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Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
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Speech-to-Text
Transcribes sales calls from speech to text
Sentiment Analysis
Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation
Collaboration Tools (9)
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Screen Sharing
Able to share your desktop screen or an application with the rest of the conference.
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Presentations
Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference.
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Whiteboarding
Provides a virtual whiteboard for collaborative use.
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Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
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Hand Raising
Allows conference participants to notifiy conference hosts when they want to speak.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Private Chat
Send messages to selected individual(s) from the entire audience
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Collaboration Tools
Provides a channel for team members to share AI models, media files, communicate, and work together
Meeting Coordination (9)
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Scheduling
Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.
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Video Call Recording
Record and playback video calls
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Participant Permissions
The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.
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One-Click Join
Allows users to join a conference without requiring a download or a sign-in
Video Streaming
Allows users to view videos without downloading media files
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Event Scheduling
Plan an event's time and location
Software Type (3)
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Mobile
Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.
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Browser Application
Conferences can be launched within a browser without requiring a user to download an application to their desktop.
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Desktop Application
Software is available as a downloadable desktop application.
Generative AI (8)
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 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 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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Coaching (6)
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
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 - Sales Enablement (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 - AI Sales Assistant (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
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Agentic AI - Conversation Intelligence (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
Forecasting
Form predictions based on past and present data/trends
Agentic AI - Video Conferencing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Productivity Bots (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
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
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (4)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Additional Functionality (369)
Video Support
Supports various video file formats
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
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
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Security
Protect sensitive data for digital privacy
Document Storage
Store and organize documents in a centralized system
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
Customizable Branding
Add customized logos and colors to align with company branding
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Conferencing
Breakout Rooms
Sub-room created within virtual meeting/class
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Video Conferencing
Connect with meeting participants remotely over video
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
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
Email Reminders
Reminders sent via email
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Microsoft Outlook Integration
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Auto Framing
Detect speech to highlight frame subjects
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Automatic Transcription
Use AI to convert voice into text automatically
Two Way Audio & Video
Presenter can see and hear participants and vice versa.
User Profiles
Profiles of users providing basic information
Video Management
Store and manage online video content
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Event Management
Schedule and manage the logistics of activities and other gatherings
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
HD Audio/Video
High-definition audio and/or video capabilities
Presentation Tools
Share and present designs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Email Response Control
Speech Recognition
Train your system to interpret and transcribe voice messages
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Chat/Messaging
Communicate using direct chat or messages within the system
AI Writing Assistant
Generates and edits text using machine learning
For Sales Teams/Organizations
Caters to sales teams
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Predictive Analytics
Predict future data based on historical data sets
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Templates
Sample files or documents that could be customized as needed or used as is
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Templates
Pre-made examples and templates for emails
SMS Messaging
Send messages via SMS
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Lead Engagement
Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Omnichannel Outreach
Using different methods or channels to connect with customers
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Keyword Filtering
Monitor and collect information from social media based on specific keywords
Natural Language Processing
Process and analyze human language in text or audio form
For Contact Centers
Designed for contact centers.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Automatic Transcription
Use AI to convert voice into text automatically
Playbooks
Tactical guides providing information and instructions for teams to navigate through tasks and processes
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Text Mining
Transforming unstructured text into a structured format to identify meaningful patterns and new insights
Trend/Problem Indicators
Visually identify direction of development and areas that require attention
Notes Management
Allow users to create, edit, and sort multiple notes
Retention Tracking
Measures the retention rate and satisfaction of customers.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Intent Recognition
Helps understand a user's intentions/actions
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prioritization
Arrange tasks based on the level of priority or urgency
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gamification
Games or game-like elements to track progress and reward accomplishments
Automatic Transcription
Use AI to convert voice into text automatically
Call Recording
Record the audio of phone conversations for quality assurance purposes
Sales Reports
Reports specific to sales analysis for trends and strategies
Real-Time Analytics
Analyze and gain insights into data in real-time
Commenting/Notes
Leave comments and notes on documents for others to view
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
Assessment Management
Creation, administration, and evaluation of assessments or tests
Video Conferencing
Connect with meeting participants remotely over video
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Workflow Management
Create, design and manage workflows for repetitive tasks
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Training Management
Track employee/learner's progression through training programs
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Library
Centralized repository to store content and assets
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
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
Chat/Messaging
Communicate using direct chat or messages within the system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Content Delivery
Distributing content through various platforms or channels
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Tracking
Track and document all activities across devices, networks, and other systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Audio/Video Recording
Record audio and/or video
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Appointment Scheduling
Schedule appointments via a calendar
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
For Sales Teams/Organizations
Caters to sales teams
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Scheduling
Plan availability and assign specific time slots for tasks and resources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Tracking
Track delivered, received, and opened emails
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Workflow Management
Create, design and manage workflows for repetitive tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Lead Capture
Automatically identify and save contact information of potential customers
Call Recording
Record the audio of phone conversations for quality assurance purposes
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Document Management
Store, manage, and track all electronic documents in a centralized location
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
Microsoft Outlook Integration
Audio File Management
Supports audio files
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
Goal Management
Allows employees to set and manage work or career related goals
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Mobile Access
Access software remotely via mobile devices
CRM Integration
Integration with third-party CRM systems
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Gamification
Games or game-like elements to track progress and reward accomplishments
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Microlearning
Distribute training content in bite-size pieces that can be consumed in short periods of time
Content Sharing
Digitally share pre-made materials and self-created content with others
Real-Time Data
Receive data and information in real time
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Benchmarking
Compare key metrics for the business against prominent players in the industry
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
For Sales Teams/Organizations
Caters to sales teams
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Quota Planning
Plan target quotas that sales representatives are expected to meet within a specific period.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
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
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Rewards Points
A type of incentive earned through making purchases in select categories.
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Territory Management
Organize customer data and accounts by user or geography
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sales Onboarding & Training
Process of training new hires by providing them with sales tools and knowledge needed to complete the job
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ratings/Reviews
Ratings/Reviews
API
Application programming interface that allows for integration with other systems/databases
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Assignment Management
Assign issues and tasks based on availability or required skills
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Signature
Digitally sign online documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Interaction Tracking
Track interaction history by documenting conversations for contacts
Product Catalog
Present a catalog of inventory that customers can view
Live Chat
Ability to chat online in real time
Sales Pipeline Management
Pipeline view and tracking lead status
Appointment Scheduling
Schedule appointments via a calendar
Email Templates
Pre-made examples and templates for emails
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Transfers/Routing
Transfer queries and organize messages between agents
Activity/News Feed
Continuous profile-based stream of news and activity
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Mobile Access
Access software remotely via mobile devices
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Image Editing
Edit, touch up, and convert images for publishing
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Notes Management
Allow users to create, edit, and sort multiple notes
Assignment Management
Assign issues and tasks based on availability or required skills
Task Scheduling
Track and manage the scheduling of tasks
Content Creation
The ability to create unique content
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Audio Recording
Record and edit recorded audio and/or video
Focus Aid
Tools that provide motivation and discipline to bolster productivity.
Presentation Tools
Share and present designs
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Management
Manage, store and organize emails within the system or via third-party apps
Prioritization
Arrange tasks based on the level of priority or urgency
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
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Office Suite
A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc.
Database Creation
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
To-Do List
A digital list of items that need to be completed
Chat/Messaging
Communicate using direct chat or messages within the system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Document Management
Store, manage, and track all electronic documents in a centralized location
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Import/Export
Import and export data to and from software applications
Team Collaboration
Allow multiple team members to edit and work on the same document
Video Content
Supports video files
Productivity Tools
Tools to facilitate the production of information and promote efficiency
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Mobile Access
Access software remotely via mobile devices
Live Chat
Ability to chat online in real time
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Private Chat
Send messages to selected individual(s) from the entire audience
Virtual Backgrounds
Upload or use pre-set virtual backgrounds during video meetings
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Recording
Record live video calls to play later
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing
Connect with meeting participants remotely over video
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Breakout Rooms
Sub-room created within virtual meeting/class
Video Layouts/Views
Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
Action Item Tracking
Track the status of discussed/agreed tasks
Customizable Branding
Add customized logos and colors to align with company branding
Annotations
Highlight content and/or make notations about parts of content
HD Audio/Video
High-definition audio and/or video capabilities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Meeting Preparation Tools
Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
Notes Management
Allow users to create, edit, and sort multiple notes
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Agenda Management
Access event or meeting agenda online
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Lead Distribution
Route and distribute your leads to third party buyers
Workflow Management
Create, design and manage workflows for repetitive tasks
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Tracking
Track and document all activities across devices, networks, and other systems
Email Templates
Pre-made examples and templates for emails
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Sales Pipeline Management
Pipeline view and tracking lead status
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Call Distribution
Distribute/route/connect calls
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Lead Capture
Automatically identify and save contact information of potential customers
Deal Management
Defines specific deal parameters to negotiate and secure deals
Call List Management
Manage and track all past and future calls.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Call Recording
Record the audio of phone conversations for quality assurance purposes
For Contact Centers
Designed for contact centers.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Management
Ability to handle large datasets
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Chat/Messaging
Communicate using direct chat or messages within the system
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Task Management
Create, manage and track all task activities and progression
Interaction Tracking
Track interaction history by documenting conversations for contacts
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
API (1)
API
Application programming interface that allows for integration with other systems/databases
Calendar Management (1)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contact Management (1)
Contact Management
Manage, organize, and store contact information
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Progress Tracking (1)
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Real-Time Notifications (1)
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
CRM (1)
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data (1)
Real-Time Data
Receive data and information in real time
Communication Management (1)
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing (1)
Video Conferencing
Connect with meeting participants remotely over video
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Management (1)
Document Management
Store, manage, and track all electronic documents in a centralized location
Drag & Drop (1)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Document Storage (1)
Document Storage
Store and organize documents in a centralized system
Access Controls/Permissions (1)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multi-Channel Communication (1)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Screen Sharing (1)
Screen Sharing
Digitally share screen view with others
Conferencing (1)
Conferencing
Real-Time Analytics (1)
Real-Time Analytics
Analyze and gain insights into data in real-time
On-Demand Recording (1)
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Task Management (1)
Task Management
Create, manage and track all task activities and progression
Customizable Branding (1)
Customizable Branding
Add customized logos and colors to align with company branding
File Sharing (1)
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Computer Telephony Integration (1)
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
File Transfer (1)
File Transfer
Move files across different systems or networks
Secure Data Storage (1)
Secure Data Storage
Securely stores data to prevent data loss or breaches
Version Control (1)
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Monitoring (1)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Chat/Messaging (1)
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes (1)
Commenting/Notes
Leave comments and notes on documents for others to view
File Management (1)
File Management
Create, save, and store files
Performance Metrics (1)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Reporting (1)
Call Reporting
Track and report on all incoming and outgoing calls
Project Management (1)
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Call Transcription (1)
Call Transcription
Voice conversion to text
Recording (1)
Recording
Record live video calls to play later
Task Scheduling (1)
Task Scheduling
Track and manage the scheduling of tasks
Status Tracking (1)
Status Tracking
Track the status over time for a request, process, asset, or transaction
Tagging (1)
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Task Progress Tracking (1)
Task Progress Tracking
Track the status and progress of tasks
Prioritization (1)
Prioritization
Arrange tasks based on the level of priority or urgency
Assignment Management (1)
Assignment Management
Assign issues and tasks based on availability or required skills
Discussions/Forums (1)
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Live Chat (1)
Live Chat
Ability to chat online in real time
Single Sign On (1)
Single Sign On
Allow users to access multiple services after entering their login credentials once
Automatic Call Distribution (1)
Automatic Call Distribution
Distribute/route/connect calls
Campaign Management (1)
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call List Management (1)
Call List Management
Manage and track all past and future calls.
Voice Mail (1)
Voice Mail
Computer-based system that allows users to send and receive voice messages
Call Center Management (1)
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Scheduled Recording (1)
Scheduled Recording
Automatically record calls at predetermined times
Caller ID (1)
Caller ID
Identify the number and contact information of a caller before answering the phone
Call Tracking (1)
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Call Transfer (1)
Call Transfer
Transfers live calls to other agents
Auto-Dialer (1)
Auto-Dialer
System that automatically dials calls
Archiving & Retention (1)
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
IVR (1)
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Call Disposition (1)
Call Disposition
Track and report on call outcomes
To-Do List (1)
To-Do List
A digital list of items that need to be completed
@mentions (1)
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Real Time Editing (1)
Real Time Editing
Preview and make real-time changes in the web content
Queue Management (1)
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Event Triggered Actions (1)
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Brainstorming (1)
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Call Tagging (1)
Call Tagging
Highlight specific time marks for annotation and review purposes
Call Monitoring (1)
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Call Routing (1)
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Predictive Dialer (1)
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers