Kintone Features
Platform (10)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.
Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Mobile Access
Access software remotely via mobile devices
Lead Generation
Manage the process of attracting and converting business prospects into leads
Sales Force Automation (10)
Contact & Account Management
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management
Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Contract/License Management
Track, store, and access client contracts or licenses
Marketing Automation (7)
Email Marketing
Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management
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.
Lead Management
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of an organizations various marketing activities
Email Management
Manage, store and organize emails within the system or via third-party apps
File Management
Create, save, and store files
Deal Management
Defines specific deal parameters to negotiate and secure deals
Customer Support (20)
Case Management
Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base
Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Workflow Management
Create, design and manage workflows for repetitive tasks
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Pipeline Management
Pipeline view and tracking lead status
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Predictive Analytics
Predict future data based on historical data sets
Document Management
Store, manage, and track all electronic documents in a centralized location
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Field Sales Management
Manage or track sales completed by field teams/employees
Integration (8)
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Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Internal Chat Integration
Incorporation of a chat or messaging system within an organization's internal communication infrastructure
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Real-Time Data
Receive data and information in real time
Mobile & Social (7)
Social Collaboration Features
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customer Support
Provide online support for your customers through live chat or help desk functionality
Multi-Channel Social Integration
Integrate with more than one social media network
Reporting & Analytics (3)
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Inventory Management Platform Features (25)
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Centralized Inventory Database
Manage and track all inventory records across warehouses and retail locations through a single unified database.
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Inventory Level Dashboards
Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.
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Stock History Reporting
View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions.
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Low Stock Notifications
Set low stock thresholds and receive automatic alerts when stock decreases to that level.
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Bundles, Kits, & Variants
Automatically adjust inventory for product bundles, kit orders, and product variations within the system.
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Asset Tracking
Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.
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Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
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eCommerce Integrations
Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.
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Accounting Integrations
Track inventory costs and costs of goods sold (COGS) with accounting software integrations.
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Data Exporting / Importing
Transfer large volumes of inventory data records into and out of the system with built-in import / export tools.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Status Tracking
Track the status over time for a request, process, asset, or transaction
Demand Forecasting
Forecast customer demand using historical insights and simulations
Customer History
Access previous interactions or concerns to maintain customer relationships
Serial Number Tracking
Track and assign specific serial numbers to products
Status Tracking
Track the status over time for a request, process, asset, or transaction
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Demand Forecasting
Forecast customer demand using historical insights and simulations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
User Interface Design (8)
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WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
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Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Control (3)
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (4)
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Application Deployment
Releases the application for access on desktop or mobile devices.
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Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
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Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
Configuration (5)
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Application Performance
Functions when integrated with multiple forms of external applications.
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Orchestration
Allows admisistrators to manage and organize storage, networks, and datacenters.
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Database Monitoring
Monitors performance and statistics related to memory, caches and connections.
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Anomaly Detection
Alerts users when unauthorized parties or malware is detected allowing administrators to remedy the issue.
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Network Security
Secures data at rest and in transit from unauthorized access.
Database Administration (3)
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Provisioning
Allows administrators to organize components of the database to maintain instance efficiency.
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Governance
Allows the creating and relinquishing of database access credentials.
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Auditing
Documents access and alterations of the database for analytics and reporting.
Availability (4)
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Scalability
Expands functionality while maintaining balanced loads. Serves growing demand without reducing functionality.
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Backup
The abillity to restore files to its original loacation or alternative sources on-demand.
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Archiving
Stores historical records of information for reverting or reference.
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Indexing
Helps users navigate databases by labeling and organizing datasets.
Setup (6)
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Activities
Provide standard activities and tasks that can be customized by users
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Flows
Users can easily create flows using drag and drop features
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Dependencies
Define and manage dependencies between tasks and workflows
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Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Management (3)
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Updates
Ability to update multiple workflows at the same time
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Audit Trail
Maintain a history of all workflow changes
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Integration
Integrate with ERP or project management software
Multichannel inventory management (3)
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Warehouse Inventory Transfer
Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving
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Multichannel Inventory Syncing
Allows users to sync inventory across multiple stores, marketplaces, and warehouses
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Multi-Warehouse Routing
Allows users to connect sales channels to specific warehouses.
3PL inventory management (27)
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Client management
Allows users to manage all thier clients on one system
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Marketplace connections
Allows users to connect marketplaces for each client
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3PL inventory tracking
Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Shipping Management
Manage and track orders being shipped to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Fee Management
Track collected or paid charges for services performed or access granted
Consignment Management
Manage goods purchased or received from third-party suppliers/consignors
Layaway Management
Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Manufacturing Inventory Management
Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Reorder Management
Purchase and replenish product stock based on inventory levels and needs
Warehouse Management
Manage and track operations and inventory within warehouses
Purchase Order Management
Create, send, and track purchase orders and their statuses
Barcode/Label Management
Print and scan barcode or labels
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Supplier Management
Manage all supplier data and operations
Inventory Management
Track and manage inventory levels to maintain proper supply
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Inventory Management (9)
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Inventory Tracking
Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.
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Inventory Costing
Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.
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Product Master
Manage and track all inventory records across warehouses and retail locations through a single unified database.
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Inventory Forecasting
Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.
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Integrations
Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.
IoT Integration
Integration with Internet of Things devices to automate real-time tracking, data collection and other processes
Vendor Managed Inventory
Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer
Customer Portal
Provides customers with a web portal in which they can view invoices as well as batch levels and changes in inventory
Cycle Counting
Provides users with features to verify item locations and quantities
Warehouse Definition (3)
Locations
Define and manage physical and virtual warehouse locations
Visualization
Provide a visual representation of all the locations in a warehouse
Warehouse Slotting
Allows users to identify the most efficient location for inventory within the warehouse based on a number of product and storage characteristics
Logistics (3)
Cross Docking
Manages the transfer of products between incoming and outgoing shipments
Receiving
Provides features to automate and simplify recieving such as tracking lot numbers
Pick & Pack
Helps users pick products from multiple locations and prepare them for packing
Analytics (7)
Worker performance
Allows users track worker performance over a set period of time
Error Tracking
Allows users to track any track incidents such as receiving discrepancies, incorrect shipments and inventory errors
Procurement analytics
Allows users to track and use WMS data to determine vendor costs and quality
Order Tracking
Track orders throughout the fulfillment process
Warranty Tracking
Track the duration and expiration of warranty as well as any obligations under that warranty
Serial Number Tracking
Track and assign specific serial numbers to products
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Security (3)
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Data Masking
Data masking provides an additional layer of access control that can be applied to tables and views.
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Authentication And Single Sign-On
Verifies identity of database users.
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Data Anonymization
Allows users to gain statistically valid insights from their data while protecting the privacy of individuals.
Data Management (1)
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Data Replication
Helps in improving the availability of data.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Proposal Generation
Create proposals based on costs of labor and materials
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - No-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (7)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (204)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Lead Capture
Automatically identify and save contact information of potential customers
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Email Tracking
Track delivered, received, and opened emails
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Segmentation
Group leads or contacts based on their specific characteristics
Customizable Fields
Customize data fields to support various needs and use cases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Document Storage
Store and organize documents in a centralized system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Referral Tracking
Log and store the source of contacts/leads
Quotes/Estimates
Generate quotes or estimates for customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
Email Templates
Pre-made examples and templates for emails
Sales Reports
Reports specific to sales analysis for trends and strategies
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Data Security
Protect sensitive data for digital privacy
Customizable Reports
Alter the layout and content of reports
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
For Startups
Primarily serving startup companies
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
For iPad Devices
Operate/access software on iPad Devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Mac Devices
Operate/access software on Mac Devices
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Gamification
Games or game-like elements to track progress and reward accomplishments
Prioritization
Arrange tasks based on the level of priority or urgency
Web-based Deployment
SaaS, web-based, online deployment
Softphone
Use your computer as a phone device to make calls over the internet
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Mobile App
Access the system via a mobile application
Email Sequences
Set up automated email sequences to streamline outreach and engage leads/contacts
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Lead Assignment
Manually or automatically assign leads to sales reps
For Small Businesses
Designed for small businesses
Live Chat
Ability to chat online in real time
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Data Visualization
Graphical representation of data
Customer Social Profiles
Track customers' activities across social networks and maintain details about their demographics, preferences & more
Social Promotion
Market event via social media tools
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Brand Tracking
Monitor social media posts or web that mention a particular brand
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Data Import/Export
Import and export data to and from software applications
Check Printing
Print paychecks issued to confirm payment of wages or salary
Price Optimization
Track factors that affect pricing and adjust prices accordingly to increase sales
Online Store Builder
Includes functionalities for creating custom eCommerce websites
Customizable Fields
Customize data fields to support various needs and use cases
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Optimization
Maintain and control the stock level of inventory
Shopping Cart
Checkout of online store
Customizable Reports
Alter the layout and content of reports
Sales Reports
Reports specific to sales analysis for trends and strategies
Credit Card Processing
Accept and process credit card transactions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multi-Location
Manage and support multiple locations
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Backup
Data is backed up automatically to prevent data loss
Label Printing
Process of printing custom labels through various methods.
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Order Processing
Send / receive, process, and execute orders
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
SKU/UPC Codes
Internal and external product tracking codes
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Check-in/Check-out
Track the status of assets and whether they're checked in or out
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Product Identification
Ability to link barcodes or serial numbers with specific items for identification
Kitting
Group and package individual but related items as one package set
Mobile Access
Access software remotely via mobile devices
Predictive Analytics
Predict future data based on historical data sets
Inventory Control
Monitor product stock levels
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
API
Application programming interface that allows for integration with other systems/databases
Bill of Materials
Access to a library of manufacturing parts, models, and specs
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Inventory Replenishment
Track stock count levels to manage product reordering
Custom Pricing Rules
Create custom predefined rules for prices for products and services
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Supplier Management
Manage all supplier data and operations
Shipping Management
Manage and track orders being shipped to customers
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Supply Chain Management
Manage the planning and execution of supply chain activities
3PL Management
Outsource and manage third party logistics
Workflow Management
Create, design and manage workflows for repetitive tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Financial Management
Plan, manage, and track the financial activities of an individual or organization
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Inventory Optimization
Maintain and control the stock level of inventory
Dock Management
Manage all inbound & outbound activities relating to each dock
Labor Management
Manage the attendance, schedule, and payroll of the labor workforce
Picking & Routing
Pick and route items from inventory locations to their designated destinations
Kitting
Group and package individual but related items as one package set
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Space Management
Manage occupancy and space utilization in facilities and buildings
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Yard Management
Track and manage all activities and assets in the yard of a warehouse or distribution center
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Inventory Management
Track and manage inventory levels to maintain proper supply
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Returns Management
Track and facilitate returns of products sold
Shipping Labels
Generate or print labels that contain shipping information for packages
Ordering Automation
Automate order processes to improve operational efficiency in fulfillment, shipping, and more
Barcoding/RFID
Identify and track items using barcode tags or RFID (radio-frequency identification) tags
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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