HoneyBook Features
Platform (11)
-
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
-
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
-
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
-
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
-
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
-
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 to an action they took.
-
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Mobile Access
Access software remotely via mobile devices
Lead Generation
Manage the process of attracting and converting business prospects into leads
-
Accounting integration
Provide integration with accounting software and ERP systems.
-
E-commerce Integration
Provide integration with B2B and B2C e-commerce platforms
Sales Force Automation (10)
-
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
-
Partner Relationship Mgmt. (PRM)
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
-
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
-
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
-
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
-
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
-
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
-
Quote & Order Management
Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
-
Customer Contract Management
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Contract/License Management
Track, store, and access client contracts or licenses
Marketing Automation (5)
-
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.
-
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.
Email Management
Manage, store and organize emails within the system or via third-party apps
File Management
Create, save, and store files
Deal Management
Defines specific deal parameters to negotiate and secure deals
Customer Support (20)
-
Case Management
Tracks issues/help requests reported by customers through the resolution process.
-
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
-
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
-
Call Center Features
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
-
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Workflow Management
Create, design and manage workflows for repetitive tasks
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Pipeline Management
Pipeline view and tracking lead status
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Predictive Analytics
Predict future data based on historical data sets
Document Management
Store, manage, and track all electronic documents in a centralized location
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Field Sales Management
Manage or track sales completed by field teams/employees
Integration (17)
-
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
-
Integration 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.
-
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Internal Chat Integration
Incorporation of a chat or messaging system within an organization's internal communication infrastructure
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Real-Time Data
Receive data and information in real time
-
Accounting
Provide integration with accounting and financial management software
-
Payments
Integrate with payment gateways and enterprise payments software
-
ERP
Deliver integrations with accounting modules of ERP systems
-
Account Sync
Sync with company accounts to transfer payments for approved invoices
-
Accounting
Provide integration with accounting and financial management software
-
Payments
Integrates with other payments software
-
ERP
Deliver integrations with accounting modules of ERP systems
Mobile Payments
Clients can submit payments via mobile devices
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Mobile & Social (7)
-
Social Collaboration Features
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
-
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
-
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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.
Customer Support
Provide online support for your customers through live chat or help desk functionality
Multi-Channel Social Integration
Integrate with more than one social media network
Reporting & Analytics (3)
-
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
-
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
-
Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Document Creation (6)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (7)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
-
Due Dates
Track invoices based on due dates to identify overdue payments
-
Cashflow
Analyze variations between incoming and outgoing cash
-
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments
-
Payment Tracking
Track different types of payment such as deposits or partial payments
Administration and Platform (14)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
Electronic Signature
Digitally sign online documents
CPQ Integration
Push and pull data from quote applications to build proposals.
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.
Contract/License Management
Track, store, and access client contracts or licenses
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Contact Management
Manage, organize, and store contact information
RFP Management
Manage and process incoming documents detailing requests for proposals
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
API
Application programming interface that allows for integration with other systems/databases
Invoice Generation (3)
-
Templates
Provide standard invoice templates that can be customized by users
-
Digital Invoices
Ability to convert invoices to digital formats such as PDF
-
Recurring Invoices
Automatically generates invoices at pre-defined time intervals
Invoice Processing (1)
-
Approvals
Include workflows for approvals of invoices or payments
Payment Processing (9)
-
Encryption
Built-in security to protect payment information in order to prevent fraud and hacking.
-
Credit Card Processing
The ability to process credit card payments and receive approval or denial of funds from the customer's bank.
-
Mobile Payments
The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
-
Digital Wallet Integration
The ability to process payments from a digital wallet service or other digital payment method.
Debit/Credit Card Processing
Accept and process credit/debit card transactions
Online Payments
Accept and process online payment transactions
Partial Payments
Allow customers to make a partial payment on an invoice and track remaining debt
In-Person Payments
Transactions that typically involve face-to-face interactions between the payer and the payee
Digital Wallet Payments
Allows customers to check out with wallet payment methods that digitally store credit and debit cards
Administration (7)
-
Reporting & Analytics
Reports and analytics created from payment data.
-
Processing Fees
Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
-
POS Integration
The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
-
Omnichannel
Process payments from multiple channels such as ACH, mobile, or e-commerce.
Payment Gateway Integration
Integration with payment gateways to facilitate online transactions
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Cryptocurrency Processing
Accept and process cryptocurrency transactions such as Bitcoin
Payment Options (2)
-
Multi-Currency
Allows users to process payments in multiple currencies.
-
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Security (1)
-
POS Verification
Support cardholder verification methods for POS transactions.
Bill Generation (9)
-
Templates
Provide standard invoice templates that can be customized by users
-
Digital Billing
Ability to convert invoices to digital formats such as PDF
-
Recurring Billing
Automatically generates invoices at pre-defined time intervals
Hourly Billing
Business model that charges based on the amount of time spent on an hourly basis
Contingency Billing
Business model where clients pay their lawyer a fee only if the case is won/settled successfully
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Multi-Period Recurring Billing
Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Deferred Billing
Buyer isn't billed until the period is up without any interest charges
Bill Processing (15)
-
Batch Invoicing
Ability to create multiple types of invoices
-
Management
Manage invoicing for different types of products or services
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Document Management
Store, manage, and track all electronic documents in a centralized location
Email Management
Manage, store and organize emails within the system or via third-party apps
Client Management
Manage contact details and communication with clients
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Master Data Management
Verify, organize, manage & store enterprise data assets in a centralized repository
Refund Management
Oversee the process of issuing refunds
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Recurring Invoicing
Generate recurring invoices
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Notifications (6)
-
Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
-
Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment
-
Scheduling Notifications
Receive a notification whenever a customer schedules an appointment
Recurring Appointments
Schedule repeating appointments based on a duration of time
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Group Scheduling
Automatically find mutually available meeting time slots across multiple calendars
Settings (3)
-
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
-
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
-
Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
-
Branding
Personalize booking page with custom logos and colors to match branding
-
Links
Personalize a booking link to share with customers
Integrations (5)
-
Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
-
Website Integration
Provides the ability to be embedded into websites
-
Payment Acceptance
Integrates with payment processing software to accept payment from customers
-
Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
-
Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
Customization (4)
-
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
-
Multi-page Forms
Allows users to create forms with more than one page
-
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Additional Functionality (254)
-
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
-
Offline Capability
Can used without an internet connection
-
Notifications
Sends notifications when a completed form is recieved
-
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
-
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
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
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Lead Capture
Automatically identify and save contact information of potential customers
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Email Tracking
Track delivered, received, and opened emails
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Segmentation
Group leads or contacts based on their specific characteristics
Customizable Fields
Customize data fields to support various needs and use cases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Interaction Tracking
Track interaction history by documenting conversations for contacts
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
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.
Referral Tracking
Log and store the source of contacts/leads
Quotes/Estimates
Generate quotes or estimates for customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Email Templates
Pre-made examples and templates for emails
Sales Reports
Reports specific to sales analysis for trends and strategies
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Data Security
Protect sensitive data for digital privacy
Customizable Reports
Alter the layout and content of reports
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
For Startups
Primarily serving startup companies
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
For iPad Devices
Operate/access software on iPad Devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Mac Devices
Operate/access software on Mac Devices
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Gamification
Games or game-like elements to track progress and reward accomplishments
Prioritization
Arrange tasks based on the level of priority or urgency
Web-based Deployment
SaaS, web-based, online deployment
Softphone
Use your computer as a phone device to make calls over the internet
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile App
Access the system via a mobile application
Email Sequences
Set up automated email sequences to streamline outreach and engage leads/contacts
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Lead Assignment
Manually or automatically assign leads to sales reps
For Small Businesses
Designed for small businesses
Live Chat
Ability to chat online in real time
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Data Visualization
Graphical representation of data
Customer Social Profiles
Track customers' activities across social networks and maintain details about their demographics, preferences & more
Social Promotion
Market event via social media tools
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Brand Tracking
Monitor social media posts or web that mention a particular brand
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
File Encryption
Encrypts data within the file, which can only be decrypted using a password or encryption key
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Multi-Language
Manage and support multiple languages
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Invoices
Invoices that can be tailored according to company's branding, payment terms and personalized information
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Quotes/Estimates
Generate quotes or estimates for customers
Fraud Detection
Identify and prevent suspicious activity
Real-Time Data
Receive data and information in real time
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Dynamic Pricing
Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
Credit Note
Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Invoice History
Store and view prior invoices for each account/client
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Billing Portal
Gateway through which end users can view past bills and pay current invoices
Accounting Integration
Integrate with a third-party accounting system
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Customizable Branding
Add customized logos and colors to align with company branding
Bulk Send
Process of sending a large number of documents, messages or emails to multiple recipients at once
Invoice Creation
Create invoices from scratch or have recurring invoices
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Projections
Estimate or forecast of a future scenario based on the study of present trends
Multi-Currency
Manage and handle various international currencies
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Automated Receipt Matching
Match digital receipt images or data with corresponding expense entries
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Payment Processing
Accept, record, and reconcile financial transactions
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Email Reminders
Reminders sent via email
Mobile Access
Access software remotely via mobile devices
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Customer Accounts
Record customer information, purchase history, and other notes
Customizable Fields
Customize data fields to support various needs and use cases
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multiple Payment Options
Process payments via multiple modes directly through the application
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Payment Tracking
Track sent and received payments, invoices, and bills.
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
For Small Businesses
Designed for small businesses
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Templates
Sample files or documents that could be customized as needed or used as is
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Automatic Formatting
Automatically formats data in a predetermined way
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Quotes/Estimates
Generate quotes or estimates for customers
Customizable Reports
Alter the layout and content of reports
Content Library
Centralized repository to store content and assets
Data Import/Export
Import and export data to and from software applications
Document Review
Review and analyze existing information across documents
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Version Control
Track revisions and updates made to files and navigate between different versions
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Wait List Management
Record, update and manage waiting lists
Mobile Access
Access software remotely via mobile devices
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Data Import/Export
Import and export data to and from software applications
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Email Marketing
Create and send email blasts/campaigns
Client Management
Manage contact details and communication with clients
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Client Database
Electronic storage of stakeholder contact information
Online Booking
Book meetings and appointments through a website or digital platform
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
SMS Messaging
Send messages via SMS
Credit Card Processing
Accept and process credit card transactions
API
Application programming interface that allows for integration with other systems/databases
Multi-Location
Manage and support multiple locations
Email Management
Manage, store and organize emails within the system or via third-party apps
Customer History
Access previous interactions or concerns to maintain customer relationships
Calendar Management
Track and manage schedules and meetings via an integrated calendar
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
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Transaction Monitoring
Monitor or audit historical and current transactions to analyze customer account activities
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Contactless NFC
Near-field communication method to share data and process contactless payments
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Electronic Signature
Digitally sign online documents
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Fraud Detection
Identify and prevent suspicious activity
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Returns Management
Track and facilitate returns of products sold
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Mobile Card Reader
Hardware device connected to smartphones for processing payments
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Receipt Management
Upload, track, and submit receipts in a central database
Customizable Branding
Add customized logos and colors to align with company branding
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Multi-Location
Manage and support multiple locations
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Sales Reports
Reports specific to sales analysis for trends and strategies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Payment Options
Process payments via multiple modes directly through the application
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Status Tracking
Track the status over time for a request, process, asset, or transaction
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Data Security
Protect sensitive data for digital privacy
Payment Links
Send clickable links via text or email to collect payments from customers
API
Application programming interface that allows for integration with other systems/databases
Payment Fraud Prevention
Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.
Payment Reconciliation
Reconcile payments with corresponding invoices or orders for accounting purposes
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Real-Time Data
Receive data and information in real time
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Generative AI (12)
-
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.
Proposal Generation
Create proposals based on costs of labor and materials
-
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.
-
AI Text-to-Image
Provides the ability to generate images from a text prompt.
-
AI Text-to-Speech
Simulates human-like speech from text inputs.
-
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Proposal Generation
Create proposals based on costs of labor and materials
Agentic AI - CRM (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
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet.
A document builder is a software application that is used to create text-based documents.


