InfoFlo Impact Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

Allows inflow of requests through various digital channels such as email, social media, etc.

Allows users to access the software using mobile devices.

Provides queue management in case of increase in case/call inflow.

Allows distribution of incoming calls to agents.

Allows users to request a call back.

Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Allows automatic distribution of incoming calls to the agents.

Transfers live calls to other agents

Manage, organize, and store contact information

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Create and administer polls and surveys

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage and track all past and future calls.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

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.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

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.

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.

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.

Track, store, and access client contracts or licenses

Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work.

Contains a product catalogue and price list for salespeople to pull from.

Provides custom quote creation functionality.

Manages the entire contract process, from creation and negotiation to signing.

Manage, organize, and store contact information

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.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

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.

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

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.

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.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, store and organize emails within the system or via third-party apps

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

Tracks issues/help requests reported by customers through the resolution process.

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.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

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.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

View and track pertinent metrics to find patterns and gain insights from data

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage and track all internal and external communication conducted via calls, email, text, or chat

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

Store, manage, and track all electronic documents in a centralized location

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Allows users to conduct analysis on support activities.

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Plan, manage, and track the financial activities of an individual or organization

Store, manage, and track all electronic documents in a centralized location

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Provides a channel for team members to share media files, communicate, and work together

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

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

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

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

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Alter the layout and content of reports

Generate phone numbers native to a target location

Create toll free numbers for tracking purposes

Transfer existing numbers into the call tracking system

Record which campaigns and landing pages are converting into phone calls

Assign a unique tracking number to each visitor

Decipher which marketing channels are converting and most effective

Track and document all activities across devices, networks, and other systems

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Direct a phone call without the need for a human representative, but instead a voice responder

Route calls based on the time of the day to reach the proper representative

Route calls based on location to reach the proper representative

Sends voice calls to a specific queue based on predetermined criteria

Provide the representative with caller data upon receiving a phone call

Offer the ability to capture and replay a conversation for further information

Prepare detailed reports regarding call data by source, keyword, or landing page

Uses machine learning to analyze conversations and optimize call performance

Active reporting of data and metrics

Enables users to place phone calls over the internet.

Enables users to place video calls over the internet.

Enables users to send instant messages over the internet.

Enables users to share screens over the internet.

Enables multiple users to make phone or video calls over the internet at once.

Enables users to contact one anothers through mobile phones and landlines.

Send messages via SMS

Communicate using direct chat or messages within the system

Record and playback video calls

Presenter can see and hear participants and vice versa

Enables the connectivity to send and receive calls over the internet

Offers users the option to play music for contacts who are on hold.

Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.

Offers users a unique number that can be dialed from anywhere.

Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.

Allows users to download the tool along as an extension to their browser of choice.

Requires users download the software on its own.

Automates some or all operation related tasks

Automate workflows and trigger campaigns based on customer actions

Gathers and collects patient information via charting, clinical documentation, and other disparate databases for both provider and payer

Manages patient data to optimize the planning and coordinating of patient care

Disperses patient data across the health care organization for the purpose of clinical communication and collaboration between all relevant parties

Process of submitting and following up on claims with insurance companies

Manage various aspects of appointments including booking, rescheduling, canceling

Record, update and manage waiting lists

Creation, administration, and evaluation of assessments or tests

Log and store the source of contacts/leads

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

The allocation and provision of beds

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Store, manage, and track all electronic documents in a centralized location

Track and manage schedules and meetings via an integrated calendar

Track and manage adherence to policies for any service, product, process, or supplier

Track employee schedules, availability, and performance across projects and tasks

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Provides a cloud based version of the platform

Contains in-application messaging abilities

Contains built-in payment processing capabilities or integrates with payment processing software

Private online space that lets businesses securely share documents and provide information access to clients

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities.

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Automates some or all operation related tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Has a centralized dashboard for users to interact with.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Software incorporates multiple digital communications channels.

Allows incorporation of inbound contacts from non-marketing channels.

Includes physical media (mail, flyers, billboards, etc.) in the channels mix.

Provides voice call functionality.

Provides an interface for one or more social media channels.

Ability to chat online in real time

Accepts contacts initiated through SMS or other mobile text functions.

Allows CSRs to receive and answer customer emails.

Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps.

Outbound communications are segmented and personalized.

Inbound contacts are identified and handled based on history.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Send messages, notifications, or documents to an entire customer base at the same time

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Generate personalized communications upon request to meet customer needs

Allow the audience to interact or engage with the content

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Generate one-off reports that meet information requirements

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Information, data and reports that are being tracked over time

Contains client intake capability.

Tracks and measures client outcomes.

Customize contracts and forms to collect specific information

Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data.

Sends voice calls to a specific queue based on predetermined criteria

Callers can be routed to a queue or placed on hold until an agent becomes available.

Place a large or unlimited volume of calls simultaneously without diminishing the call quality.

Provides some level of analytics based on keywords and vocal tones.

Has auto dialing or predictive dialing functions for outbound use.

Includes an interactive phone menu.

Populates CSR's screen with available customer data.

Maintains and shares information across channels and agents as the case progresses.

System calls multiple numbers at once and connects the agent to the first number that answers

Tickets are automatically assigned to specific agents based on predefined rules

Analyze and gain insights into data in real-time

View and track pertinent metrics to find patterns and gain insights from data

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Schedule and manage the logistics of activities and other gatherings

Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.

Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.

Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.

Schedules callback times

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and report on all incoming and outgoing calls

Allows supervisors/managers to record and review telephone conversations of agents.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Track and report on all incoming and outgoing calls

Active reporting of data and metrics

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Integrate with a third-party accounting system

Plan, manage, and track the financial activities of an individual or organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track, store, and access client contracts or licenses

Patent/Trademark Management

Manage contact details and communication with clients

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Specify or track the date/time a project, task, etc., is due for completion

Manage and maintain a detailed record of information and updates associated with each court case

Track and manage adherence to policies for any service, product, process, or supplier

Search and check for conflicts of interest or statutes of limitations

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and maintain a detailed record of information and updates associated with each court case

Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels

Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR

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

Integrates with nonprofit CRM tools to maintain accurate volunteer information and facilitate volunteer-to-donor pipelines.

Tracks ongoing volunteer program data, such as total volunteers, hours served, and volunteer churn; manages volunteer data in customizable dashboards; generates standard and custom reports for volunteer program analytics.

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Creates and edits active volunteer opportunities to receive volunteer sign-ups.

Tracks contact, demographic, and affinity information for volunteers, as well as total service hours.

Assists with assigning volunteer shifts and manages a master schedule.

Allows volunteers to create and manage personal profiles to maintain current information and volunteer interests.

Stores all necessary documentation required for volunteers, such as resumes, background checks, and liaibility waivers.

Database of members to track personal information of individuals and families

Track and manage schedules and meetings via an integrated calendar

Schedule and manage the logistics of activities and other gatherings

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, organize, and store contact information

Track volunteer performance and award those who exceed certain criteria

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assign issues and tasks based on availability or required skills

Plan an event's time and location

Track and document all activities across devices, networks, and other systems

Measure and track time including hours worked and paid time off (PTO)

Track the attendance of specific individuals or groups

Allows email or text messages to be sent directly to specified volunteers, for the purpose of shift reminders or upcoming opportunities.

Supports embedded or linked donation pages to encourage volunteer donations.

Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.

Send messages via SMS

Allow managers/supervisors to monitor calls for quality assurance purposes.

Allows managers/supervisors to evaluate the performance of agents.

Active monitoring of systems, applications, or networks

Observe and track the demand, usage, progress or quality of a system, product, or user

Provide portals for customers to communicate with accountants

Automate client requests and reminders

Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date

Provide real-time access of files with the most updated versions

Manage the process of evaluating documents or requests submitted for approval

Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assing tasks and checklists to new clients

Create new client in system once propsal is accepted

Pre-designed layouts that can be customized to match preferences and requirements

Know where every job stands, who’s working on what, and what’s being said to clients

Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files

Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Set up connections to third-party platforms to improve business processes

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Simulates human-like speech from text inputs.

Use AI to generate content in the form of text, images, videos, etc.

Simulates human-like speech from text inputs.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Supports incoming calls, call forwarding, transferring and conferencing.

Can handle voicemail, instant messaging, screen sharing, video calls, text messages or other forms of communication for the business.

Scales to add additional phone capacity in order to accommodate growth in an organization.

Integrates with business tools such as CRMs, APIs, browsers, business music and more.

Able to connect with employee's mobile devices for further ease of access.

Accessible from any location with wifi connection via cloud infrastructure.

Manage, organize, and store contact information

Monitor wait time and abandonment for incoming requests that have not been routed

Computer-telephony integration is the use of computers to manage telephone calls

Manage and track all past and future calls.

Ensures security of voice communications with encryption for calls.

Provides call analytics based on data such as call volumes, durations, and other metrics.

Provides virtual technical support for business communication services for improving phone performance.

Offers an automated attendant to field calls when employees are unavailable.

Analyze and gain insights into data in real-time

Contains PBX & VoIP softphone that can be used within the VoIP business system.

Manages incoming calls with features such as call forwarding, transferring, and routing.

Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.

Enables integrations with communication and CRM platforms.

Provides compatibility with both hosted and virtual PBX solutions.

Supports SIP trunking services for local and long-distance calls.

Manage, organize, and store contact information

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track all past and future calls.

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Monitor wait time and abandonment for incoming requests that have not been routed

Set up connections to third-party platforms to improve business processes

Computer-telephony integration is the use of computers to manage telephone calls

Active monitoring of systems, applications, or networks

Listen to live phone conversations for the purpose of training and assessing agent performance

Create, design and manage workflows for repetitive tasks

Integration with third-party call center software

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Computer-telephony integration is the use of computers to manage telephone calls

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Computer-telephony integration is the use of computers to manage telephone calls

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Computer-telephony integration is the use of computers to manage telephone calls

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Ability to chat online in real time

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alter the layout and content of reports

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Distribute/route/connect calls

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Access names, contact information, and roles of employees in a centralized repository

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and document all activities across devices, networks, and other systems

Provides a channel for team members to share media files, communicate, and work together

Provide agents with a typical response for common call subject matter

Active reporting of data and metrics

Record the audio of phone conversations for quality assurance purposes

Analyze and gain insights into data in real-time

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

System that automatically dials calls

Use AI to generate content in the form of text, images, videos, etc.

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Transfers live calls to other agents

Track and report on all incoming and outgoing calls

Collects essential call data such as call origin, call destination, call length, and other transaction details

Computer-based system that allows users to send and receive voice messages

Identify the number and contact information of a caller before answering the phone

Access software remotely via mobile devices

Schedules callback times

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Application programming interface that allows for integration with other systems/databases

Track interaction history by documenting conversations for contacts

Sends voice calls to a specific queue based on predetermined criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Connect with meeting participants remotely over video

Facilitate virtual conferences that connect multiple people remotely

Track and report on call outcomes

System calls multiple numbers at once and connects the agent to the first number that answers

Filters used to determine different types of malware threats

Record the audio of phone conversations for quality assurance purposes

Store caller information within an accessible database

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Place/receive calls through voice over IP connection

Turns text into natural sounding speech

View and track pertinent metrics to find patterns and gain insights from data

Place callers on hold sorted in line based on the order of the incoming calls until the next available agent can pick up the call

View caller ID details such as name and number and determine how to respond by prioritizing or blocking it

Define levels of authorization for access to specific files or systems

Transmit voice and other information digitally

Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration

Transcribe voicemail audio messages to written text that is sent over email

Search and filter data across systems to locate required information by entering keywords or certain criteria

Advertise volunteer opportunities and recruit new volunteers

Access software remotely via mobile devices

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store and organize documents in a centralized system

Software specialized for non-profit organizations

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Gauge satisfaction and receive information for improvement and success

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Customize contracts and forms to collect specific information

Online portal through which end users can access the system, manage tasks, or obtain information

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Adjust communications based on previous interactions or personal preferences

Timed notification for any upcoming task, deadline, appointment, or activity

Add customized logos and colors to align with company branding

Define levels of authorization for access to specific files or systems

Use AI to generate content in the form of text, images, videos, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Assemble applications and processes by dragging over and arranging pre-built components

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

Timed notification for any upcoming task, deadline, appointment, or activity

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

Tracks metrics that provide insight into how a user interacts with any interface or product

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Data is backed up automatically to prevent data loss

Customize contracts and forms to collect specific information

Track and document all activities across devices, networks, and other systems

Electronically collect payments for goods or services

Predict future data based on historical data sets

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Store and organize documents in a centralized system

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Extra layer of security that requires not only a password and username but also something specific to that user

Track interaction history by documenting conversations for contacts

Track revisions and updates made to files and navigate between different versions

Accept and process credit card transactions

Track the status over time for a request, process, asset, or transaction

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Log and record hours worked and costs spent to assist in billing and invoicing

Accept and process online payment transactions

Send and receive text messages to communicate with clients or prospects in real-time

Track billable hours and/or non-billable expenses for work performed

Access the system via a mobile application

Compliant with HIPAA, which sets standards for sensitive patient data protection

Process of gathering, measuring, and analyzing accurate data

Plan availability and assign specific time slots for tasks and resources

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Track and document all activities across devices, networks, and other systems

Import and export data to and from software applications

Access software remotely via mobile devices

Manage various aspects of appointments including booking, rescheduling, canceling

Timed notification for any upcoming task, deadline, appointment, or activity

Create and administer polls and surveys

Electronically collect payments for goods or services

System alerts about the need to escalate an issue or request

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders

Store, manage and track all forms in a centralized location

Reporting on how each user, task or process has advanced since its initiation

Manage contact details and communication with clients

Customize data fields to support various needs and use cases

Set up connections to third-party platforms to improve business processes

Track employee schedules, availability, and performance across projects and tasks

Manage attendance for classes, shifts, meetings, or events

Manage the treatment plan and coordination between care providers and patients with special health care needs

Track and manage adherence to policies for any service, product, process, or supplier

Software specialized for non-profit organizations

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, manage and track all task activities and progression

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and track time including hours worked and paid time off (PTO)

Activities related to the initial admission of a charge into the organization's care

Track employee/learner's progression through training programs

Alter the layout and content of reports

Creation, administration, and evaluation of assessments or tests

Manage, organize, and store contact information

Application programming interface that allows for integration with other systems/databases

Manage volunteer information and direct volunteer resources

Records of patients' medical history

Online portal through which end users can access the system, manage tasks, or obtain information

Create, manage, and send invoices or bills to customers

Log and store the source of contacts/leads

Digitally sign online documents

Establish measurable goals and objectives and track their progress over a specific period of time

Manage and support multiple locations

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Define levels of authorization for access to specific files or systems

Measure time to completion or hours worked for projects

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Track and manage the scheduling of tasks

Access and track notes regarding case activities and updates within case files

Ability to record, store, update, and retrieve information

Document and report the progress of ongoing projects

Store and organize documents in a centralized system

Creation and customization of dashboards

Private online space that lets businesses securely share documents and provide information access to clients

View and track pertinent metrics to find patterns and gain insights from data

Log and store the source of contacts/leads

Process of managing several related projects or business activities to achieve organizational goals

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and interpret campaign performance metrics

Distribute/route/connect calls

Automatically identify and save contact information of potential customers

Analyze and gain insights into data in real-time

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage and track all past and future calls.

Active monitoring of systems, applications, or networks

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Computer-based system that allows users to send and receive voice messages

Each call is assigned a score based on predetermined criteria, such as the quality of the call or the likelihood of conversion.

Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call.

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Manage multiple campaigns in one system

Measure campaign influence through collection of keyword tracking and revenue sources

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage the process of attracting and converting business prospects into leads

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Voice conversion to text

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

System calls multiple numbers at once and connects the agent to the first number that answers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Alter the layout and content of reports

Manage, organize, and store contact information

Identify the number and contact information of a caller before answering the phone

System that automatically dials calls

Track and report on call outcomes

Organize and manage the accomplishments and development of employees or performance of applications or systems

Provide agents with a typical response for common call subject matter

Score a lead on their quality or likelihood to buy based on certain behaviors

Transfers live calls to other agents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Listen to live phone conversations for the purpose of training and assessing agent performance

Ensure compliance with the General Data Protection Regulation protocols

Send messages via SMS

Track and document all activities across devices, networks, and other systems

Create treatment plans that document interventions and outcomes to track patient progress

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Record candidates' information such as role, professional qualifications, experiences, skills or attributes

Customizable notes that help healthcare professionals document and track patient progress

Request two or more credentials to prove user's identity before granting access to systems

Create, manage, and send invoices or bills to customers

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Access and track notes regarding case activities and updates within case files

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Document and report the progress of ongoing projects

Timed notification for any upcoming task, deadline, appointment, or activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Compliant with HIPAA, which sets standards for sensitive patient data protection

Digitally sign online documents

Access software remotely via mobile devices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set up connections to third-party platforms to improve business processes

Use AI to generate content in the form of text, images, videos, etc.

Identifying if all conditions that entitle a client to certain benefits are met

Application programming interface that allows for integration with other systems/databases

Tools to aid in the collection of information to determine a person's problems and symptoms.

Patients can register for appointments in advance online

Manage and support multiple locations

Records of patients' medical history

Meet with patients remotely

Accept, record, and reconcile financial transactions

Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Customize contracts and forms to collect specific information

Gauge satisfaction and receive information for improvement and success

Establish measurable goals and objectives and track their progress over a specific period of time

Online portal through which end users can access the system, manage tasks, or obtain information

Allows medical providers to engage patients in a variety of ways to ensure their health.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Monitor and record expenses such as purchases or charges incurred

Use AI to generate content in the form of text, images, videos, etc.

Accept and process online payment transactions

Communicate using messages within the system

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage contact details and communication with clients

Store, manage, and track all electronic documents in a centralized location

Measure and track time including hours worked and paid time off (PTO)

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Search and filter data across systems to locate required information by entering keywords or certain criteria

Software specialized for accountants and accounting firms

Manage and handle various international currencies

Plan, manage, and track the financial activities of an individual or organization

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Application programming interface that allows for integration with other systems/databases

Reporting on how each user, task or process has advanced since its initiation

Create, manage and track all task activities and progression

Securely stores data to prevent data loss or breaches

Electronically collect payments for goods or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Log and record hours worked and costs spent to assist in billing and invoicing

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage various aspects of appointments including booking, rescheduling, canceling

Route documents and other data through one or more stakeholders for review and approval

Create, manage, and send invoices or bills to customers

Store and organize documents in a centralized system

Track the status over time for a request, process, asset, or transaction

Configure existing workflows to meet your organization's needs

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Measure time to completion or hours worked for projects

Timed notification for any upcoming task, deadline, appointment, or activity

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Creation, processing, verification, and execution of invoices till the payment is made

Track and report on call outcomes

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Use AI to generate content in the form of text, images, videos, etc.

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Send messages via SMS

Sends voice calls to a specific queue based on predetermined criteria

Record the audio of phone conversations for quality assurance purposes

Transfers live calls to other agents

Schedules callback times

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Distribute/route/connect calls

Track interaction history by documenting conversations for contacts

Provides a channel for team members to share media files, communicate, and work together

Receive system updates as soon as any changes are made

Record the audio of phone conversations for quality assurance purposes

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Listen to live phone conversations for the purpose of training and assessing agent performance

Computer-based system that allows users to send and receive voice messages

Connect with meeting participants remotely over video

Identify the number and contact information of a caller before answering the phone

Enables the connectivity to send and receive calls over the internet

For Cloud-based phone system that sends and receives calls via the internet.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronize with other calendars to view mutual availability and schedules

Set up connections to third-party platforms to improve business processes

Import and export data to and from software applications

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Automatically identify and save contact information of potential customers

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-made examples and templates for emails

Use AI to generate content in the form of text, images, videos, etc.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Reports specific to sales analysis for trends and strategies

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Plan and strategize marketing campaigns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Transfers live calls to other agents

Import and export data to and from software applications

Provide agents with a typical response for common call subject matter

Track interaction history by documenting conversations for contacts

Provides a channel for team members to share media files, communicate, and work together

Listen to live phone conversations for the purpose of training and assessing agent performance

Alter the layout and content of reports

Manage, organize, and store contact information

Track and document all activities across devices, networks, and other systems

Distribute/route/connect calls

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

AI-based platform which conducts a conversation via auditory or textual methods

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Organize and manage the accomplishments and development of employees or performance of applications or systems

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Agents can view and manage all customer requests and interactions.

Monitor wait time and abandonment for incoming requests that have not been routed

Access previous interactions or concerns to maintain customer relationships

Computer-based system that allows users to send and receive voice messages

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and track all past and future calls.

Communicate using direct chat or messages within the system

A set of processes to optimize the productivity of its employees

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Identify the number and contact information of a caller before answering the phone

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Active monitoring of systems, applications, or networks

Communicate using direct chat or messages within the system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Add customized logos and colors to align with company branding

Record the audio of phone conversations for quality assurance purposes

Create and automatically send premade copy in response to customer messages

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Send messages via SMS

Gauge satisfaction and receive information for improvement and success

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Track and manage adherence to policies for any service, product, process, or supplier

Manage and support multiple languages

Track interaction history by documenting conversations for contacts

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Create, design and manage workflows for repetitive tasks

Access previous interactions or concerns to maintain customer relationships

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Supports various video file formats

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Organize, prioritize, and manage incoming communications

Application programming interface that allows for integration with other systems/databases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Provides a channel for team members to share media files, communicate, and work together

Track and document all activities across devices, networks, and other systems

Communicate using direct chat or messages within the system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Access previous interactions or concerns to maintain customer relationships

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Analyze and gain insights into data in real-time

Collects essential call data such as call origin, call destination, call length, and other transaction details

Alter the layout and content of reports

Receive data and information in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Ability to chat online in real time

Provide agents with a typical response for common call subject matter

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Computer-based system that allows users to send and receive voice messages

Application programming interface that allows for integration with other systems/databases

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Send messages via SMS

Schedules callback times

Identify the number and contact information of a caller before answering the phone

System calls multiple numbers at once and connects the agent to the first number that answers

Gauge satisfaction and receive information for improvement and success

System that automatically dials calls

Set of pre-recorded messages for candidates that can be shared before, during and after the video interview

Notifications that are delivered to users as soon as an event occurs

Track interaction history by documenting conversations for contacts

Track and report on call outcomes

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Compare and match accounting/financial records with corresponding bank statements

Application programming interface that allows for integration with other systems/databases

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Receive system updates as soon as any changes are made

Reminders sent via email

Track and manage adherence to policies for any service, product, process, or supplier

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Manage and track all internal and external communication conducted via calls, email, text, or chat

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Declaration of income made to tax authorities

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Configure existing workflows to meet your organization's needs

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Create, design and manage workflows for repetitive tasks

Track the status over time for a request, process, asset, or transaction

Manage contact details and communication with clients

Designed for tax practices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track employee schedules, availability, and performance across projects and tasks

Measure and track time including hours worked and paid time off (PTO)

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Store, manage, and track all electronic documents in a centralized location