Jotform Features

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

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.

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

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

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

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

Access software remotely via mobile devices

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

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

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

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

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

Use a dashboard to view benefits that are selected by employees or offered by employers

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

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

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

Tools to find, assess, and hire suitable candidates for a job within an organization

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

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

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

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

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

Create, share, and manage the distribution of job descriptions/duties

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

Access software remotely via mobile devices

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

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

Creation, administration, and evaluation of assessments or tests

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

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

Access software remotely via mobile devices

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

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

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

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

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

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

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

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

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

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

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

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

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

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

Process of creating a new event

User experience of registering for an event

Ease of use in processing attendee payments

Check attendees into events and sessions using a mobile device

Register attendees and sell tickets on-site

Real-time registration over the web

Make a list and register visitors

Make a list and register visitors

Utilize the same app for multiple events

Register a group/batch of attendees

Real-time registration over the web

Online registration for events

Online registration for classes

Allow users to buy and sell tickets online, register for events, and collect buyer information

Grants the users access to all events for one season

Electronically collect payments for goods or services

Design and manage a dedicated event website

Automate email communications with attendees

Design and customize email communications

Organize and manage contact list of attendees

Advertise and promote event using social media integrations

Tools for capture and follow-up of leads generated during an event

Curating an intentional list of prospective guests as per relative interests to achieve specific goals.

Track, store, and access client contracts or licenses

Create, update, and manage bookings, itineraries, and reservations

Built-in website builder or integration with third-party site

Process of managing, tracking, and communicating with individuals who are registered to attend an event

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

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

Design, communicate, and distribute incentives to perform a specific action

Schedule and manage the logistics of activities and other gatherings

Record, update and manage waiting lists

Automate workflows and trigger campaigns based on customer actions

Create, manage, and print wearable badges

Allow customers/users to submit support queries and service requests

Create and administer polls and surveys

Track products that are for sale at a reduced price or part of coupon promotions

Oversee the process of issuing refunds

Store, manage and track all forms in a centralized location

Track and manage schedules and meetings via an integrated calendar

Includes all operations and activities associated with a physical space or location that is used for hosting events

Searchable repository of information about clients

Manage attendance for classes, shifts, meetings, or events

Managing service requests, incidents, IT issues & support with a ticketing system

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

Searches for qualified candidates by integrating with career sites.

Configures branded career page for the users website.

Proactive search for potential hires to fill current and future job openings and build talent pipelines

Posts job listings to job boards.

Reports where applicants are finding job listings.

Capability to use a search engine via operators like AND, NOT, and OR

Search through the software for stored resumes

Enables users to share feedback on candidates.

Stores applicant data that can be accessed by multiple people on a team.

Tracks a candidates spot in the hiring process.

Analyzes resumes and applicant data based on user-selected preferences.

Integrates with calendars and allows the scheduling of phone screens and interviews.

Enables candidates to view their position in the process.

Enables the building of custom recruiting workflows.

Track, manage and store the applications of potential future members, customers or candidates

Build, track, and maintain relationships with candidates

Create, manage and track all task activities and progression

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

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

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

Track and report regulatory data to either internal management or external stakeholders

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

Track, manage and store the applications of potential future members, customers or candidates

Manage and track all job information and associated tasks

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

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

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

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

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

Alter the layout and content of reports

Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.

Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.

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

Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.

Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.

Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.

Provides content templates built by academics and/or practitioners and leverage science and research.

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

Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.

Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.

Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.

Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.

Online portal where employees can access and track their own information

Gauge satisfaction and receive information for improvement and success

Allows employees to praise one another in a social network-like feed visible to the whole organization

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Automatically identify and save contact information of potential customers

Records leads using different types of devices

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

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

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

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

Customize contracts and forms to collect specific information

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

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor

Tailored or customizable questions for more targeted and relevant data collection

Offers pre-built templates for creating surveys with different audiences or use cases

Provides tools for distributing surveys through email, SMS, social media, etc.

Distribute a survey via mobile devices

Survey popup over a webpage to specific users based on their behavior

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Survey design technique that directs respondents to different questions based on their previous answers

Allows users to customize survey colors, logos, and URLs to match company branding

Ability to embed videos, photos, or other rich media

Allows for creation of surveys in different languages and advanced survey translation

Provides tools to visualize and analyze data

Allows integration with third -party reporting and business intelligence applications

Allows users to export reports from the product into an .xsl, .csv, or .pdf file

Allows administrators to set permissions on viewing, filtering, or sharing survey results

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

Share and present designs

Analyze survey results via statistical testing or crosstabs directly within the software

Receive data and information in real time

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

Ability to send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment

Schedule repeating appointments based on a duration of time

Automatically create schedules based on business needs or employee availability and qualifications

Automatically find mutually available meeting time slots across multiple calendars

Automatically detects the time zone of both parties to avoid booking mistakes

Ability to set preferred availability to ensure appointments are only booked during approved times

Ability to block off additional time between appointments for travel or preparation

Personalize booking page with custom logos and colors to match branding

Personalize a booking link to share with customers

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.

Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with video conferencing tools to allow for virtual appointments

Integrates with SMS providers or instant messaging platforms to communicate directly with customers

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Customize contracts and forms to collect specific information

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

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

Scan barcodes to ensure accurate pricing and label tracking

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

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

Plan an event's time and location

Customize contracts and forms to collect specific information

Access software remotely via mobile devices

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

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

Gauge satisfaction and receive information for improvement and success

Manage tickets for specific events

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

Automated reminders and confirmations for booked appointments and events via text or email

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

Alter the layout and content of reports

Add customized logos and colors to align with company branding

Receive system updates as soon as any changes are made

A list of events with their respective dates

Actual floor locations and directions with the virtual floor map to reflect a realistic view of the floor during the virtual tour

Leave comments and notes on documents for others to view

Create and send email blasts/campaigns

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

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

Automatically identify and save contact information of potential customers

Check-in and out via a mobile device or kiosk

Import and export data to and from software applications

For selection of seat at booking or check-in

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive data and information in real time

Manage and support multiple languages

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

List information about event guests

Reminders sent via email

Matrix barcode that stores information

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

Customize data fields to support various needs and use cases

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track the attendance of specific individuals or groups

Protect sensitive data for digital privacy

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

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

The ability to print tickets before arriving

Specify type/number of reserved tickets based on seating selected during booking

Allowing users to order, pay for, obtain, and validate tickets using mobile devices

Reports specific to sales analysis for trends and strategies

Accept and process customer payments for products or services using hardware and software

The resale of tickets based on demand and availability

Ensure compliance with the General Data Protection Regulation protocols

Create, manage, and send invoices or bills to customers

Manage and handle various international currencies

Automatically suggest related, complementary or add-on items to customers

Obtain tickets via Kiosk upon arrival at event

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Create and manage ticket reservations for various events

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

Pre-written repository of questions that can be reused within a course or for assessment or interviews

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

Creation, administration, and evaluation of assessments or tests

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Electronic storage of staff/employee contact information and job status in a centralized repository

Online portal where employees can access and track their own information

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

Reminders sent via email

Process of choosing individuals who will assess and provide feedback on an employee's performance during a performance appraisal

Create and administer polls and surveys

Add customized logos and colors to align with company branding

Centralized storage for employee data, records, and performance metrics

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

Tailored or customizable questions for more targeted and relevant data collection

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

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

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

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

An individual's evaluation of his or her own strengths, weaknesses, and skills

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

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

Receive data and information in real time

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

Import and export data to and from software applications

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

Create, fill out, and send performance reviews to individual employees

Compare key metrics for the business against prominent players in the industry

Document completed by employee to assist with career and personal development to reach short term and long term goals

Active reporting of data and metrics

Add customized logos and colors to align with company branding

Point or incentive based programs loyalty programs designed to increase customer engagement

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

Facilitate training materials that help employees grow and progress in their positions

Process of communicating with an online community and measuring the effectiveness of activity

Communicate using direct chat or messages within the system

Tailored or customizable questions for more targeted and relevant data collection

Alter the layout and content of reports

Leave comments and notes on documents for others to view

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

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

Centralized storage for employee data, records, and performance metrics

Pre-written repository of questions that can be reused within a course or for assessment or interviews

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

Receive data and information in real time

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

Automatically calculate score after the assessment

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

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

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

Process of familiarizing new employees with the company, their position, and responsibilities

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

Electronic storage of staff/employee contact information and job status in a centralized repository

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

Import and export data to and from software applications

Pre-written repository of questions that can be reused within a course or for assessment or interviews

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

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

Designed to be used by external or 3rd party recruiting or staffing firms

Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role

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

Automatically calculate score after the assessment

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

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

Designed to be used by internal recruiters or HR hiring managers

Process used by hiring managers to get more information about a candidate by contacting previous employers

Web page to host job postings, show role descriptions or receive applications from potential candidates

Upload and store resumes

Add customized logos and colors to align with company branding

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

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

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

Algorithm that connects jobs, orders, properties, and other data based on parameters like candidates, skills, quantity, and pricing

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

Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

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

Designed for small businesses

Researching and validating a person's criminal, educational, job or financial records

Leave comments and notes on documents for others to view

Create, manage, and send invoices or bills to customers

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

A searchable repository of candidate profiles

Create and send email blasts/campaigns

A collection of records that can be retrieved based on specific queries

Ensure compliance with the General Data Protection Regulation protocols

Request a new hire, explain the need, and determine available budget

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

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

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

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

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

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

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

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

Scan barcodes to ensure accurate pricing and label tracking

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

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

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

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

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

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

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

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

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

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

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

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

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

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

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

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

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

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

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

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

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

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

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

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

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

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

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

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Survey or poll in which voice broadcast recipients can communicate responses via the phone

Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page

Allow media to be embedded in the question or answer options

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

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Graphical representation of data

Create and administer polls and surveys

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

Visual representations of words that give greater prominence to words that appear more frequently

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

Customize data fields to support various needs and use cases

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

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

Allow the audience to interact or engage with the content

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Gauge satisfaction and receive information for improvement and success

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

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

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

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Create and send email blasts/campaigns

Protect sensitive data for digital privacy

Allow reviewers to provide anonymous feedback to encourage honest conversations

Modifying a website's URL to enhance readability, branding, or campaign alignment

Integration of respondents' answers from previous survey questions into subsequent questions or text

Practice of collecting data and responses for market research/surveys without an internet connection

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

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

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

Import and export data to and from software applications

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Process of dividing customers into groups based on common characteristics

Limit the number of participants with certain characteristics you want to complete the survey

Manage and support multiple languages

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

Reminders sent via email

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

Randomize the displayed order of questions and answer options

Divide leads into buckets based on predefined criteria and routing rules

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

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

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

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

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

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

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

Manage multiple campaigns in one system

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

Customize data fields to support various needs and use cases

Route and distribute your leads to third party buyers

Predefined actions automatically performed on the occurance of specific events

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

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

Communicate using direct chat or messages within the system

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

Create and send email blasts/campaigns

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

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

Add customized logos and colors to align with company branding

Manage, organize, and store contact information

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

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

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

Process of dividing customers into groups based on common characteristics

Gauge satisfaction and receive information for improvement and success

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

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

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

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Real-time alerts or notifications that inform teams about new leads or prospects

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

Manage the process of attracting and converting business prospects into leads

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

Create and automatically send premade copy in response to customer messages

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

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

Store, manage and track all forms in a centralized location

Track visitors and purpose of visits

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

Track and interpret campaign performance metrics

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

Plan and strategize marketing campaigns

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

Track delivered, received, and opened emails

Send automated marketing emails based on user actions over a predetermined period

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

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Track and manage schedules and meetings via an integrated calendar

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

Track interaction history by documenting conversations for contacts

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

Reports specific to sales analysis for trends and strategies

Store and organize documents in a centralized system

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

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

Caters to sales teams

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

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

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Record, update and manage waiting lists

Access software remotely via mobile devices

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

Import and export data to and from software applications

Manage various aspects of appointments including booking, rescheduling, canceling

Create and send email blasts/campaigns

Manage contact details and communication with clients

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

Electronic storage of stakeholder contact information

Book meetings and appointments through a website or digital platform

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

Send messages via SMS

Accept and process credit card transactions

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

Manage and support multiple locations

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

Access previous interactions or concerns to maintain customer relationships

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

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

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

Add customized logos and colors to align with company branding

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

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

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

Store and organize documents in a centralized system

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

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

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

Collection of images, videos and other digital content that can be used

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

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

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

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

Create, design and manage workflows for repetitive tasks

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

Access software remotely via mobile devices

Provides customizable employee review surveys and questionnaires.

Facilitates 360-degree feedback between managers, employees, and peers.

Allows employees or managers to request feedback from other employees.

Collects continuous feedback, or regular exchanges of feedback between employees.

Allow reviewers to provide anonymous feedback to encourage honest conversations

Generates in-depth visual dashboards and reports based on employee performance data.

Retains historical performance review data or integrates with third-party applications where historical data can be maintained.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

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

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

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

Allows users to generate text based on a text prompt.

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

Reminders sent via SMS/text message

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

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

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

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

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

Admin can use predictive AI analytics to better match candidates to positions.

Users can generate job descriptions with generative AI.

Provides an AI chatbot to guide users through the hiring process.

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

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation