[
Kintone Reviews
](https://www.g2.com/products/kintone/reviews)

[
Kintone Reviews
](https://www.g2.com/products/kintone/reviews)

# Kintone Features

##### ## Platform (10)

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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## Integration (8)

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

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##### ## 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

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##### ## 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.

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##### ## Inventory Management Platform Features (25)

Centralized Inventory Database

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Inventory Level Dashboards

Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards.

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.

Low Stock Notifications

Set low stock thresholds and receive automatic alerts when stock decreases to that level.

Bundles, Kits, & Variants

Automatically adjust inventory for product bundles, kit orders, and product variations within the system.

Asset Tracking

Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities.

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

eCommerce Integrations

Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms.

Accounting Integrations

Track inventory costs and costs of goods sold (COGS) with accounting software integrations.

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

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##### ## User Interface Design (8)

WYSIWYG Editor

Provides the ability to drag-and-drop elements into the application to customize interface.

Customized Branding

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

App Templates

Provides base-level application templates to build atop and customize for specifc users and actions.

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

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##### ## Data Control (3)

Data Migration

Lets users add data from existing sources when creating the initial application or changing data sources.

Data Synchronization

Continuously updates data as users or external data sources are edited.

Data Security

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

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##### ## Publishing (4)

Application Deployment

Releases the application for access on desktop or mobile devices.

Platform Compatibility

Lets users build cross-platform applications or provide specific templates for different device types.

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

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##### ## Configuration (5)

Application Performance

Functions when integrated with multiple forms of external applications.

Orchestration

Allows admisistrators to manage and organize storage, networks, and datacenters.

Database Monitoring

Monitors performance and statistics related to memory, caches and connections.

Anomaly Detection

Alerts users when unauthorized parties or malware is detected allowing administrators to remedy the issue.

Network Security

Secures data at rest and in transit from unauthorized access.

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##### ## Database Administration (3)

Provisioning

Allows administrators to organize components of the database to maintain instance efficiency.

Governance

Allows the creating and relinquishing of database access credentials.

Auditing

Documents access and alterations of the database for analytics and reporting.

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##### ## Availability (4)

Scalability

Expands functionality while maintaining balanced loads. Serves growing demand without reducing functionality.

Backup

The abillity to restore files to its original loacation or alternative sources on-demand.

Archiving

Stores historical records of information for reverting or reference.

Indexing

Helps users navigate databases by labeling and organizing datasets.

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##### ## Setup (6)

Activities

Provide standard activities and tasks that can be customized by users

Flows

Users can easily create flows using drag and drop features

Dependencies

Define and manage dependencies between tasks and workflows

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

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##### ## Management (3)

Updates

Ability to update multiple workflows at the same time

Audit Trail

Maintain a history of all workflow changes

Integration

Integrate with ERP or project management software

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##### ## Multichannel inventory management (3)

Warehouse Inventory Transfer

Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving

Multichannel Inventory Syncing

Allows users to sync inventory across multiple stores, marketplaces, and warehouses

Multi-Warehouse Routing

Allows users to connect sales channels to specific warehouses.

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##### ## 3PL inventory management (27)

Client management

Allows users to manage all thier clients on one system

Marketplace connections

Allows users to connect marketplaces for each client

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

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##### ## Inventory Management (9)

Inventory Tracking

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Inventory Costing

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Product Master

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Inventory Forecasting

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## Security (3)

Data Masking

Data masking provides an additional layer of access control that can be applied to tables and views.

Authentication And Single Sign-On

Verifies identity of database users.

Data Anonymization

Allows users to gain statistically valid insights from their data while protecting the privacy of individuals.

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##### ## Data Management (1)

Data Replication

Helps in improving the availability of data.

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##### ## 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.

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Inventory Tracking](/glossary/inventory-tracking)

Inventory tracking plays an essential role in the inventory management planning process. Learn more about inventory tracking, how it can benefit overall company organization, and how to implement it in a business structure using various techniques.

[Case Management](/glossary/case-management)

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

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