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

Allows users to customize chat colors, text, logos, and branding.

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

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

Provides analytics tools that reveal important business metrics and track progress

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

Access software remotely via mobile devices

Facilitates communication between users and administrators.

Allows end users to remotely access to company's IT database.

Helps organizations establish, implement, and adhere to ITIL regulation.

Tracks IT assets and financial data.

Integrates all IT service support functions for consistency and accuracy.

Managing inventories and tracking changes to hardware and software configurations

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

Provide Application Programming Interfaces (APIs) to 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.

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 software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

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

Automate workflows and trigger campaigns based on customer actions

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.

User Experience of creating and submitting a ticket

User Experience of responding and receiving a response

Route tickets based on values of fields, changes to ticket status and time based conditions

Respond to common requests with standard reply

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

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Share and collaborate on tickets with multiple customer service representatives

Central repository for account and contact information

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, manage, or resolve user requests and IT incidents/issues

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

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

Organize, prioritize, and manage incoming communications

Allow customers/users to submit support queries and service requests

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

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Ability for customer service agents to communicate with customers via live chat to solve problems live

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Make and receive calls directly in the application. Track and record calls for analysis.

Chat with your counterparts over the video in real time

Collects and curates data insight about the performance and health of a company's system.

Allows the IT team to oversee all possible endpoints in a single source of reference.

Automates the updating of security measures on enterprise devices.

Provides cloud backup or disaster recovery solution to protect enterprise data and applications.

Utilizes data to proactively identify and prioritize IT issues.

Creates new or streamlines existing workflows to better handle IT support tickets and service.

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Identify component attributes like servers, hardware, software, and manage relationships across all services

Create, manage and track all task activities and progression

Track and organize the number of licenses available to the organization

Monitor service demand and performance to plan for adequate resources that meet business needs

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

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

Manage and track all disruptions and incidents

Tools to track and implement required IT changes in a system.

Tools to organize and manage all IT assets within an organization.

A means to view and analyze a large amount of data in order to gain business insights.

Managing inventories and tracking changes to hardware and software configurations

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

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

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

Create, manage and track all task activities and progression

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Identify component attributes like servers, hardware, software, and manage relationships across all services

Track, manage, or resolve user requests and IT incidents/issues

Create, design and manage workflows for repetitive tasks

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Manage and track all disruptions and incidents

Track, store, and access client contracts or licenses

Allow customers/users to submit support queries and service requests

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

Monitor service demand and performance to plan for adequate resources that meet business needs

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

Track and manage inventory levels to maintain proper supply

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

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

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

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

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

Track and manage schedules and meetings via an integrated calendar

Track the amount of time spent on a job or task

Integrate with a third-party accounting system

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

A place for users to submit tickets when they require IT help.

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.

The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.

Alter the layout and content of reports

Provides a service desk for users to submit tickets for IT-related issues.

Tracks action-by-action asset performance with machine- or human-readable logs.

Creates alerts when tracked assets encounter errors or performance issues.

Automates repetitive tasks associated with IT service operations and maintenance.

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.

Provides administrative tools for routine maintenance, upkeep, and tracking.

Gives administrators control over user privileges and accessibility for IT assets.

Gives administrators control over hardware and software resource allocation and tracking.

Controls policies and configurations across business applications and hardware.

Active reporting of data and metrics

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Assign available resources (human and/or non-human) to various projects and tasks

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

Measure time to completion or hours worked for projects

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

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

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

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

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

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

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

Ability to handle several projects simultaneously

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

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

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

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Active reporting of data and metrics

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.

Create proposals based on costs of labor and materials

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

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

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

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

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

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

Software program that continuously adjusts its behavior based on observed data

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

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

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

Assign available resources (human and/or non-human) to various projects and tasks

Manage and support multiple languages

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

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

Arrange tasks based on the level of priority or urgency

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

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

Customize contracts and forms to collect specific information

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

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

Database containing accurate and up-to-date information on all operational services

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

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

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

Active monitoring of systems, applications, or networks

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

Gauge satisfaction and receive information for improvement and success

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

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

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

Automatic reply functionality for incoming messages

Add customized logos and colors to align with company branding

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

Track the status of support tickets/escalations as they move through the service queue

Tickets are automatically assigned to specific agents based on predefined rules

Templated responses for responding quickly to recurring support requests

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

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

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

Customize data fields to support various needs and use cases

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

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

System alerts about the need to escalate an issue or request

Define levels of authorization for access to specific files or systems

Creation and customization of dashboards

Control system behavior and appearance, and access and report on system status/health from a distant location

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

Communicate using direct chat or messages within the system

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

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

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Generate quotes or estimates for customers

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

Customize data fields to support various needs and use cases

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

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

Alter the layout and content of reports

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

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

Manage the process of evaluating documents or requests submitted for approval

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

Pre-designed project plans that can be customized

Track and manage the scheduling of tasks

Receive data and information in real time

Store and organize documents in a centralized system

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

Tickets are automatically assigned to specific agents based on predefined rules

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

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

Create and automatically send premade copy in response to customer messages

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

Active monitoring of systems, applications, or networks

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

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

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Customize data fields to support various needs and use cases

Gauge satisfaction and receive information for improvement and success

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

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

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

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Ability to chat online in real time

Automatically handle routine, repetitive tasks and processes without the need for manual intervention

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

Identify different languages

Allows users to manage data from a number of sources

Predict future data based on historical data sets

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

System alerts about the need to escalate an issue or request

Protect sensitive data for digital privacy

Track interaction history by documenting conversations for contacts

Arrange tasks based on the level of priority or urgency

Securely stores data to prevent data loss or breaches

Templated responses for responding quickly to recurring support requests

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

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

Access the system via a mobile application

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

Define levels of authorization for access to specific files or systems

Pre-made examples and templates for emails

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

Automatic reply functionality for incoming messages

Import and export data to and from software applications

Adjust communications based on previous interactions or personal preferences

Streamlining repetitive tasks and activities through automated and predefined workflows

A record of all activities within the system, including user access, changes made, etc.

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

Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

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

A chronological record of actions or occurrences within a network, software, or process

Schedule predetermined or ad hoc maintenance services and labor requests

Import and export data to and from software applications

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

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

Tracking KPIs over a certain period to assess helpdesk issues, ticket status & resolution, costs and revenue stats, assets usage & more

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

Define levels of authorization for access to specific files or systems

Inspecting the issue resolution process for compliance with related systems and regulatory guidelines

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

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

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

Active monitoring of systems, applications, or networks

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Track and manage schedules and meetings via an integrated calendar

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

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

Estimate or forecast of a future scenario based on the study of present trends

Customize contracts and forms to collect specific information

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

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

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

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

Alter the layout and content of reports

Track and manage inventory levels to maintain proper supply

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

Electronically collect payments for goods or services

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

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

Receive data and information in real time

Manage and handle various international currencies

Plan availability and assign specific time slots for tasks and resources

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

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

Import and export data to and from software applications

Track the attendance of specific individuals or groups

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

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

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

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

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

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

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

Request, track, and manage time off requests and vacation time

Customize data fields to support various needs and use cases

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

Access software remotely via mobile devices

Writing code or scripts to automate repetitive tasks, streamline processes, and increase efficiency within an IT environment

Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats

Estimate expected cost based on various factors before a project begins

Track and monitor efficient handling of all changes/transitions

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

Define levels of authorization for access to specific files or systems

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

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

Active reporting of data and metrics

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

Analyze and gain insights into data in real-time

Accept, record, and reconcile financial transactions

Measure time to completion or hours worked for projects

Identify and respond to unexpected problems or failures (ie. "negative events")

Create, manage and track all task activities and progression

Add customized logos and colors to align with company branding

Automated process of charging customers at regular intervals for repeated access or use of a product or service

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

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

Manage contact details and communication with clients

Schedule predetermined or ad hoc maintenance services and labor requests

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

Accept and process credit card transactions

Active monitoring of systems, applications, or networks

Leave comments and notes on documents for others to view

Protect users working remotely and provide secure environments for personal devices to access company programs

Manage and support multiple languages

A record of all activities within the system, including user access, changes made, etc.

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

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Gauge satisfaction and receive information for improvement and success

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

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

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

Allow customers/users to submit support queries and service requests

Streamlining repetitive tasks and activities through automated and predefined workflows

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Assign available resources (human and/or non-human) to various projects and tasks

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

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

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

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage the scheduling of tasks

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

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

Track, store, and access client contracts or licenses

Track, manage, or resolve user requests and IT incidents/issues

Manage and track all disruptions and incidents

Create, manage, and track policies and procedures within an organization

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Receive system updates as soon as any changes are made

Organize and schedule projects

Manage the process of evaluating documents or requests submitted for approval

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Integrate with a third-party accounting system

Track the status and progress of tasks

Integrates with Active Directory

Store and view prior invoices for each account/client

Arrange tasks based on the level of priority or urgency

Monitor task progress and planned accomplishments to better manage project status

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

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

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

Automate processes to manage leads, contacts, opportunities and sales activities

Create invoices from scratch or have recurring invoices

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

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

Create budgets based on historical data and future projections

Monitor the progress of projects from start to finish

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

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

Manage the planning and execution of supply chain activities

Organizing a group of people to accomplish a task

Gateway through which end users can view past bills and pay current invoices

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

Install software updates and bug fixes remotely

Track time worked per client

Track employee/learner's progression through training programs

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Integrates with QuickBooks

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

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Identify component attributes like servers, hardware, software, and manage relationships across all services

Manage and track employee attendance

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Clients can submit payments via mobile devices

Create backups and provide methods to recover deleted/lost data

Match digital receipt images or data with corresponding expense entries

Compare new data with existing records to detect duplicate entries

Access the system via a mobile application

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

SaaS, web-based, online deployment

Designed for small businesses

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Track and manage employee time-off, vacation, and sick leave requests

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Access work applications remotely, for when working away from the office and/or traveling

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

A chronological record of actions or occurrences within a network, software, or process

Monitor the movement of one or more IT assets throughout the organization

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

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

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Track the amount of time spent on a job or task

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Identify and prevent suspicious activity

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

Enables creation, management, and tracking of product requirements & features during product production/development

Process of sending a large number of documents, messages or emails to multiple recipients at once

Verify, organize, manage & store enterprise data assets in a centralized repository

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Encrypts data within the file, which can only be decrypted using a password or encryption key

Supports project management for IT professionals & teams

Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.

Database containing accurate and up-to-date information on all operational services

Managing inventories and tracking changes to hardware and software configurations

Process of automatically notifying clients when payments fail to ensure invoices are paid

Business model that charges based on the amount of time spent on an hourly basis

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Tools to facilitate the production of information and promote efficiency

Invoices that can be tailored according to company's branding, payment terms and personalized information

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Level of completion within a task

Tracks and makes accessible data on the health of servers and other network components.

Business model that bills clients an amount based on the project/task/job performed

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Track time worked per project

Prevents, detects and removes malware

Create, send, and view electronic invoices