Kademi 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 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

System provides well documented API's that can be used to integrate to any 3rd Party or internal system.

Product provides tools to customize web store front, business process, etc. to meet unique business needs.

Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.

Enables customers to update their own user information, settings and preferences.

Provides standard and ad-hoc reporting ability to meet business requirements

Software provides appropriate tools and certifications to protect against fraud and malicious attacks

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

Provides ability to control editing rights by product category, geography etc.

Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site

Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation

Enables store or site to provide the same user experience in all browsers and browser versions.

Software performs well and runs with minimal unscheduled downtime

Access software remotely via mobile devices

Optimize and manage the search engine optimization efforts for a website or digital content

Manage and track orders being shipped to customers

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

Create and manage digital catalog of products/services with their details, specifications, and price

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

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

Track and monitor reviews of products or services

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Track and manage the profit margin between the cost of a product and its selling price.

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

Capture, organize and track product-specific data and information in a centralized location

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

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

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

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Calculation of consumption tax imposed on the sale of goods/services

Store and organize information about customers and previous interactions

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

Protect sensitive data for digital privacy

Displays standard reports at the end of each competition showing overall employee performance.

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

Provides features to allow scaling for large organizations.

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

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

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

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

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

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.

Enables analysis of effectiveness of an organizations various marketing activities

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

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

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

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

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.

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Ability to display and manage photos, 3D views, videos etc for each product

Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.

Provides tools to drive traffic to pages via organic search

Ability to add/update products, product pricing, product information and other content included on eCommerce site.

Ability to all users select options to configure the product or select product options. For example, color, size, etc.

Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting

Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.

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

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.

Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.

Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Track and facilitate returns of products sold

Send / receive, process, and execute orders

Manage the process of receiving, preparing, and delivering orders for goods/products

Create, send, and track purchase orders and their statuses

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage special order requested by a customer

Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more

An order generated by a seller to a customer, containing details about products or services

Create, send, and track purchase orders and their statuses

Accept and process credit card transactions

Features that enable customers to easily to shop for products using a mobile device.

Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.

Enable customers to locate and navigate to physical locations by zip code, city or GPS

Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.

Manage multiple teams and operations from a central location

Integrates with point of sale (POS) systems

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

Offers templates or examples of commonly used competition structures.

Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.

Set up competitions between groups of employees as opposed to competitions between individuals.

Able to have multiple leaderboards and metrics running simultaneously for different groups of users.

Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.

Provides sales teams with a list of rewards they can choose from based on high performance

Provides each employee with a user profile for personal statistics and progress.

Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.

Mobile app or mobile optimized website allows participants to easily view scores on the go.

Integration with CRM software to access necessary metrics for the competition.

Enables user to create courses.

Provides templates for course creation based on industry or role.

Designs and administrates tests and quizzes.

Enables for design of classes that are led by an instructor.

Designing course materials to be completed in a sequential order for personalized learning purposes

Provides functionality to communicate and send notifications to users.

Enables users to plan assignments and dispense them automatically.

Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge

Access for students to complete learning materials on mobile platforms

Supports learning paths that combine in-person classes with online/virtual courses

Create tools to promote social interaction and learning between students/trainees and instructors/trainers

Real-time, interactive learning experiences where participants engage in learning activities simultaneously

Training that is provided to learners outside of a company

Supports flexible learning at different times (i.e., learners can access course materials at their own pace)

Motivates users by tracking points, achievements, and badges.

Limits user access to certain functionality and courses.

Provides custom certifications to distribute after course completion.

Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more.

Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework

Enables user to sell their courses and receive compensation electronically.

Enables users to purchase and consume courses via an online marketplace.

Enables user to sell and manage subscriptions to created courses.

Customizes LMS experience with custom branding, personalized URL, and more.

Provides multiple language choices.

The ability to integrate with other hotel software such as hotel management software or other booking engines.

The ability to track room inventory in real time and adjust as rooms are booked.

Tools to automate certain tasks such as updating inventory or placing a booking on a calendar.

A calendar to track a hotel's room bookings and events.

The ability to take booking and hotel data and create reports to visualize and analyze that data.

Track and manage schedules and meetings via an integrated calendar

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

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

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

Track and manage the profit margin between the cost of a product and its selling price.

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 channel partners through a portal where they can access all product information

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

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

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

Tracking, calculating, and paying commissions and earnings to employees

Analyze and gain insights into data in real-time

Analyze and track performance of channels

The ability to track room inventory in real time and adjust as rooms are booked.

The ability to integrate with other hotel software such as hotel management software or other booking engines.

Tools to automate certain tasks such as updating inventory or placing a booking on a calendar.

The ability to take booking and hotel data and create reports to visualize and analyze that data.

A calendar to track a hotel's room bookings and events.

Tools to automatically pull bookings from third party booking sites and subtract them from available inventory.

The ability for guests to book a room online directly on a hotel's website.

Tools to set room rates based on demand or fluctiations in the market.

Tools to automatically pull bookings from third party booking sites and subtract them from available inventory.

The ability for guests to book a room online directly on a hotel's website.

Tools to set room rates based on demand or fluctiations in the market.

Tools to manage hotel marketing on various channels while maintaining brand consistency.

Tools to monitor online reviews and respond when necessary.

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

Manage and track customer orders for goods, investments, or any other purchases

Log and store the source of contacts/leads

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

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

Create, manage and track all task activities and progression

Create, design and manage workflows for repetitive tasks

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

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

Tools to monitor online reviews and respond when necessary.

Tools to manage hotel marketing on various channels while maintaining brand consistency.

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

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

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

Active reporting of data and metrics

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

Provides tools to track and measure application performance

Provides pre-built or customizable performance reports

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

Has a centralized dashboard for users to interact with

Provides task prioritization and management abilities

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

Track an affiliate partner's promotion of a product or service and any associated sales

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

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

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

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

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

Strategize and implement rewards for returning customers, employees and other members

Tracking, calculating, and paying commissions and earnings to employees

Manage and track employee referrals for open job positions

Manage, organize, and store contact information

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

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

Import and export data to and from software applications

Market event via social media tools

Manage the process of attracting and converting business prospects into leads

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

Customizable templates for referral documents, emails, and sharable links

For customer referral programs / referral marketing products

Products that allow employees to make referrals for open job positions

Manage multiple campaigns in one system

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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

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

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

Automatically identify and save contact information of potential customers

Add customized logos and colors to align with company branding

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

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

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

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Create and send email blasts/campaigns

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

Alter the layout and content of reports

Identify and prevent suspicious activity

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

Log and store the source of contacts/leads

Process of dividing customers into groups based on common characteristics

Track and interpret campaign performance metrics

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

Manage the process of attracting and converting business prospects into leads

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

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

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

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

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

Track and interpret campaign performance metrics

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

Add customized logos and colors to align with company branding

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

Route and distribute your leads to third party buyers

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

Monitor product stock levels

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

Accept and track repeat orders

Accept and track orders with multiple items

Manage and handle various international currencies

Record customer information, purchase history, and other notes

Manage and support multiple locations

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

Checkout of online store

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

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

Track orders throughout the fulfillment process

Create and send email blasts/campaigns

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Sample files or documents that could be customized as needed or used as is

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

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Add customized logos and colors to align with company branding

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

Group and package individual but related items as one package set

Identify specific interactions between customers and brands

Process of dividing customers into groups based on common characteristics

Create/edit commerce applications for mobile devices and/or web

Present a catalog of inventory that customers can view

Maintain and control the stock level of inventory

Separate front and back end platforms to make coding changes without affecting user experience

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

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

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

Define levels of authorization for access to specific files or systems

Scan barcodes to ensure accurate pricing and label tracking

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

Cross-checking financial records with physical inventory counts and records

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Designed for small businesses

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

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

Pre-made examples and templates for emails

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Receive data and information in real time

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

Electronically collect payments for goods or services

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

Add customized logos and colors to align with company branding

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

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

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

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

Monitor product stock levels

Alter the layout and content of reports

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

Reports specific to sales analysis for trends and strategies

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

Receive system updates as soon as any changes are made

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

Allows for businesses to run a variety of different campaigns across different channels

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

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

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

Tools that allow users to create and publish courses and course material/content

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

Software specialized for schools (K-12 & Post-Secondary)

Software specialized for companies that sell courses/content

Classes/sessions accessible via web browser of built-in video conferencing

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

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

Connect with meeting participants remotely over video

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

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

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

Document and report the progress of ongoing projects

Define levels of authorization for access to specific files or systems

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

Add customized logos and colors to align with company branding

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Confirmation of the enrollment of a student in a course, class, activity, or program

Alter the layout and content of reports

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

Track student's scores and grades on course materials

Software specialized for corporate use

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Add customized logos and colors to align with company branding

Optimize and manage the search engine optimization efforts for a website or digital content

Active reporting of data and metrics

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

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

An extended application or connector that enables users to perform additional services with their current set of tools

A way of interacting with a mobile application using items such as windows, icons, and menus

Create and manage digital catalog of products/services with their details, specifications, and price

Receive and/or send email notifications for urgent updates, requests, or other information

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

Notifications via mobile devices

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

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

Store and organize documents in a centralized system

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

Ability to chat online in real time

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

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

An informational database that allows users to add, delete, or revise content

Edit text as needed

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

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Import and export data to and from software applications

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

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

Create, design and manage workflows for repetitive tasks

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

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

Online forums/groups where users can ask questions, share ideas, best practices, etc.

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

Track and manage schedules and meetings via an integrated calendar

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

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

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

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Send promotional campaigns or transactional messages via text messages

Log and store the source of contacts/leads

Add customized logos and colors to align with company branding

Tool to send questionnaires to customers to gauge feedback

Online gateway through which members can access/update personal information

Plan and strategize marketing campaigns

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Create and send email blasts/campaigns

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

Manage multiple campaigns in one system

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

Record customer information, purchase history, and other notes

Market event via social media tools

Process of dividing customers into groups based on common characteristics

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

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

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

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

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

A report showing what actions customers perform

Public or private sharing of digital files such as documents, audio/video, images, and more

Engage in direct, instant messaging with customers, users, etc.

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

Customize contracts and forms to collect specific information

Online portal where employees can access and track their own information

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

Store, modify, and track user accounts and access in a centralized directory

Protect sensitive data for digital privacy

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

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

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

Define levels of authorization for access to specific files or systems

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

Integrates with Active Directory

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

Create, manage and track all task activities and progression

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

Store, manage and track all forms in a centralized location

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

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

Create, design and manage workflows for repetitive tasks

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Centralized repository to store content and assets

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

Securely stores data to prevent data loss or breaches

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

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

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

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

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

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

Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.

Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.

Creates training materials for instructor- and self-led courses.

Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.

Allows managers to see progress of team members.

Provides functionality to store, organize, and search all training content.

Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.

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

Track which progress and course materials have been completed by each user

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

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

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

Create, organize, and assign courses to users

Creation, administration, and evaluation of assessments or tests

Track employee/learner's progression through training programs

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

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

Students can access materials and communicate with instructors via their online student profile

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Displays knowledge articles to be arranged in a decision tree.

Detects any creation of already existing knowledge pages and alerts user

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Input different types of content and edit text formats, fonts, font sizes, and colors

Editing tool that allows users to drag and drop images, icons, widgets, or other components

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

Gauge satisfaction and receive information for improvement and success

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Provides data on wiki page and knowledge article use.

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Search for specific words or phrases within a document or database

Set-up notifications and alerts for web browsers and apps.

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

Seamlessly integrates with 3rd party websites

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

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

Assigns information access rights based on company, user role, group, or tier

Tracks partner leads, opportunities, and monitors deals through pipeline stages

Allows partners to move deals into the main channel while retaining input and receiving compensation

Manage allocation and performance of financial assets

Automates some or all operation related tasks

Provides robust sharing options for communication with both internal and external stakeholders.

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

Offers an extensive catalog of gift cards which can be redeemed at a variety of merchants, retailers, etc.

Allows users to customize their reward catalog and add personalized messages for reward recipients.

Allows users to order and send gift cards in bulk.

Includes features for managing budgets and funds for teams or individuals.

Has a centralized dashboard for users to track reward deliveries, view account history, and take administrative actions.

Offers reports and analytics dashboards to track funds, orders, deliveries, and redemptions.

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

Ability to integrate with other software solutions to automate the delivery of rewards and incentives.

Provides an API allowing business to integrate and automate rewards and incentives within their own application.

Provides a loyalty engine that can configure different types of loyalty programs to reward customers for specific purchases, actions, or behaviors.

Offers a flexible and customizable reward system.

Segments customers into tiers or membership groups.

Personalizes messaging and rewards based on a customer's profile, purchase history, membership status, etc.

Provides gamified features such as badges, achievements, and leaderboards.

Includes tools for managing and designing branded physical or digital loyalty cards.

Provides built-in messaging tools to communicate with loyalty program members via email, SMS, and/or push notifications.

Allows users to view and manage customer profiles within the platform.

Offers comprehensive analytics to track ROI and engagement with the loyalty program.

Supports multiple languages and currencies.

Integrates with other marketing and commerce software such as CRM, ERP, point-of-sale (POS) systems, or e-commerce platforms.

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Database of members to track personal information of individuals and families

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

Create and administer polls and surveys

Strategize and implement rewards for returning customers, employees and other members

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

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

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

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

Ability to disconnect the front office from the back office of an e-commerce platform

Provide APIs that allow for interaction with RESTful web services

Capture and manage data from multiple sources and syncronize it with the front end and back end

Allows developers to customize the platform using multiple programming languages

Include prebuilt integrations with multiple systems such as ERP and CRM

Provide analytics on incentive programs to better manage and track

Ability to customize incentive programs based on partner

Provide gamification features to encourage channel partners

Ability to create and design a channel incentive program

Provide rewards, monetary or non-monetary, based on incentive programs

Manage sales performance incentive funds (SPIFs) for channel partners

Manage partner discounts for large volume sales

Monitor and track MDFs across partner activities

Provide automation of the rebate process

Manage and track the performance of other incentive programs

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

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.

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.

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

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

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

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

Integrate with a third-party accounting system

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Manage and support multiple languages

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Manage and support multiple languages

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

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Provides access to a repository that contains shared marketing or sales materials and tools

Tracks revenue via links, leads, deals, and influenced revenue

Operates across multiple systems, tools, and platforms.

Automates critical processes and triggers alerts across the partner lifecycle

Offers structured onboarding with learning modules, trainings, and certifications

Offers multi-currency, automated partner payments with VAT/tax compliance

Streamlines the process of finding, qualifying, and recruiting new channel partners

Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards

Allows partners to move deals into the main channel while retaining input and receiving compensation

Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization

Manages co-branding, MDFs, and campaigns through marketing automation

Handles deal registration and streamlines submissions, approvals, and tracking

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

Strategize and implement rewards for returning customers, employees and other members

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

Track employee/learner's progression through training programs

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

Track an affiliate partner's promotion of a product or service and any associated sales

Managing salespeople/distributors who sell products for direct sales companies

Log and store the source of contacts/leads

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

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

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

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

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

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

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

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)

Anticipates needs and offers suggestions without prompting

Provides an AI chat agent to engage and guide partners conversationally