Kipu Features

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

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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

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

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

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

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

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

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

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

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

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

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

Pipeline view and tracking lead status

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

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

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

Predict future data based on historical data sets

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

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

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

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

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

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

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

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

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

Receive data and information in real time

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

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

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

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

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

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Ensures that your staff and existing systems support your business needs, requirements, and patients

Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements

Protects patient data and facilitates the creation and tiering of user credentials when accessing data

Supports and/or automates the daily tasks and responsibilities of a mental health practice

Helps mental health practices adhere to relevant codes and industry regulations

Processes and manages insurance claims and policies. Integrates with patient billing

Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices

Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients

Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data

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

Administer and track medication inventory, schedules, dosage, and side-effects

Track and manage schedules and meetings via an integrated calendar

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

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

Process of submitting and following up on claims with insurance companies

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

Protect sensitive data for digital privacy

Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments

Provides note templates that align with mental health specialty practices

Facilitates communication and data share between outside systems, specialties, laboratories, and practices

Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation

Facilitates the electronic prescribing, screening, note-taking, and recalling of medication

Create and securely store digital patient records

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

Allows medical professionals from any department to access and update patient health information

Allows medical professionals from other health systems access patient health information

Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives

Simplifies charting and patient documentation tasks

Access software remotely via mobile devices

Information, data and reports that are being tracked over time

Designed for primary care doctors/facilities.

Designed for urgent care/emergency facilities.

Any form of examination or diagnosis performed for the purpose of medical treatment.

Electronically, securely stores patient records

Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software

Tracks and monitors the movement of patients through the health care practice or system

Provide integration with third-party telehealth applications

Process of submitting and following up on claims with insurance companies

Manage product specific documents in a categorized order

Monitor sales and make necessary adjustment in order to increase demand and revenue

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

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

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

Administer and track medication inventory, schedules, dosage, and side-effects

Create, manage and track all task activities and progression

Manage the treatment plan and coordination between care providers and patients with special health care needs

Track and manage schedules and meetings via an integrated calendar

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

Prescribing, renewing, and keeping a record of the medicines given to an individual or animal

Track and manage inventory levels to maintain proper supply

Store, manage and track all forms in a centralized location

Support for uploading and retaining image files in the cemetery records database

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Activities related to the initial admission of a charge into the organization's care

Manage various aspects of appointments including booking, rescheduling, canceling

Submit and track requests for laboratory tests

Configure existing workflows to meet your organization's needs

Determine clinically appropriate and cost-effective medications and therapies for patients

Create and securely store digital patient records

Securely transfer, access, exchange, integrate or use data with different providers or systems

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

Ability to record, store, update, and retrieve information

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

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

Log and store the source of contacts/leads

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Designed for pain management practices & departments

Define a process for transferring calls/tickets to management

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

Care of patients who are admitted and stay in the hospital overnight

Allows users to generate text based on a text prompt.

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

Create proposals based on costs of labor and materials

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Access software remotely via mobile devices

Provide online therapy to patients/clients through secure video sessions

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

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

Alter the layout and content of reports

For mental health professionals providing therapy to multiple patients at the same time

Schedule appointments via a calendar

Compliant with HIPAA, which sets standards for sensitive patient data protection

Receive lab results electronically

Transmit prescriptions to pharmacies electronically

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

Create treatment plans that document interventions and outcomes to track patient progress

Digitally sign online documents

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

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

For mental health professionals that specialize in substance abuse therapy/programs

Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients

Tools to help therapists document, record, and recall patient encounters

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

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

Exchange messages in a secure and encrypted manner

Electronically collect payments for goods or services

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

Communicate using direct chat or messages within the system

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

Accept, record, and reconcile financial transactions

Send messages via SMS

Detailed log and record of financial earnings & costs.

Meet with patients remotely

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

Manage and support multiple locations

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

Electronic storage of stakeholder contact information

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

Create and send email blasts/campaigns

Automatically generates E/M codes based on information collected during patient charting

Patients can register for appointments in advance online

Book meetings and appointments through a website or digital platform

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

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

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

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

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

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

Track interaction history by documenting conversations for contacts

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

Store and organize documents in a centralized system

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

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

Log and store the source of contacts/leads

Generate quotes or estimates for customers

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

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

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

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

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

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

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

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

Operate/access software on iPad Devices

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

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

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

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

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

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

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

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

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

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

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

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

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

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

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

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

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Software specialized for anesthesiologists

Process of gathering, measuring, and analyzing accurate data

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

Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification.

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

Manage the intricacies of ICD-10 cataloging and ensure clinic compliance

The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors.

Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems

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

Allow communication between the company and patients via messages, SMS, emails, phone, and more

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

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

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

Customize contracts and forms to collect specific information

Manage and support multiple locations

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

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

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

Transmit prescriptions to pharmacies electronically

Create, manage, and send invoices or bills to customers

Certified for healthcare IT products based on the results from ONC-ATL

Log and store the source of contacts/leads

Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate

Electronically collect payments for goods or services

Checking eligibility of patients for different insurance claims

Automatically generates E/M codes based on information collected during patient charting

Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged

Ability to chat online in real time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Create treatment plans that document interventions and outcomes to track patient progress

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Online portal where patients can access information such as health records, treatment plants, etc.

Intended to be used by cardiologists

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

Alter the layout and content of reports

Schedule appointments via a calendar

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

Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.

Patients can register for appointments in advance online

Tools that provide relevant information at specific times to support judgments and courses of action

Customizable notes that help healthcare professionals document and track patient progress

Software specialized for dermatologists

Import and export data to and from software applications

Receive lab results electronically

Meet with patients remotely

Manage billing and payments for a healthcare provider

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

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

Find and verify prescription medications by color, shape or imprint

Record and organize clinical notes and progress notes for each patient after interaction with a physician

To scribe and interpret the written words received from online or offline inputs

Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes

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

Book and manage patient appointments and follow-ups

Manage updates to member's immunization records and track individual allergies

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients

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

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Track family medical history to diagnose existing/new conditions and diseases.

Highlight content and/or make notations about parts of content

Reporting completed by clinicians that summarizes health/medical diagnoses

Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children

Create tailored assessments that test for specific relevant skills

Allows medical providers to engage patients in a variety of ways to ensure their health.

Transfer of data from one computer system to another

For family practices

Access to patient medication history data

For mental health professionals that specialize in substance abuse therapy/programs

For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.

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

Alerts/warnings for potential allergies or interactions triggered by medications

Access the system via a mobile application

Tools to help therapists document, record, and recall patient encounters

Digitally sign online documents

For mental health professionals providing therapy to multiple patients at the same time

Designed for Neurologists

Train your system to interpret and transcribe voice messages

Hardware components included as part of the software system

For obstetrics and gynecology (OB/GYN) practices

Render images of the body for diagnostic and treatment purposes

Educational and medical resources that are delivered to patients online

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Observing and tracking a patient's health status, condition, and wellbeing

Track and manage the scheduling of tasks

For medical practices that specialize in the diagnosis and treatment of eye disorders

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Representation of any object in 3D

Specialized software for Orthopedic practices

Ability to integrate with picture archiving and communication system to store diagnostic imaging files.

Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.

Tools for the systematic analysis of various types of data or statistics

Track and measure patient's vitals

Intended to be used by podiatrists

Records of patients' medical history

Use AI to convert voice into text automatically

Access and track notes regarding case activities and updates within case files

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

Define levels of authorization for access to specific files or systems

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

Plan availability and assign specific time slots for tasks and resources

Must serve psychiatrists/psychiatric practices

Check-in and out via a mobile device or kiosk

Pre-formatted documents and forms for Urgent Care processes.

Electronic signing method that validates the authenticity and integrity of a digital document

Laboratory test results

Accept, record, and reconcile financial transactions

Protect sensitive data for digital privacy

Electronic storage of drug information such as name, brand, appearance, etc.

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

Intended to be used by urologists.

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

SaaS, web-based, online deployment

Create, design and manage workflows for repetitive tasks

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Securely stores data to prevent data loss or breaches

Alter the layout and content of dashboards

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

Plan availability and assign specific time slots for tasks and resources

Store and view prior invoices for each account/client

Compliant with HIPAA, which sets standards for sensitive patient data protection

Electronically collect payments for goods or services

Online forms for managing client intake

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

Ability to record, store, update, and retrieve information

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

Accept and process credit card transactions

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

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

Transmit prescriptions to pharmacies electronically

Document insurance payer providing an explanation of benefits (EOB).

Ability to integrate with picture archiving and communication system to store diagnostic imaging files.

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

Information, data and reports that are being tracked over time

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

Create, manage, and send invoices or bills to customers

Process of submitting and following up on claims with insurance companies

Import and export data to and from software applications

Ability to chat online in real time

Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule

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

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

Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate

Generate quotes or estimates for customers

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

Alter the layout and content of reports

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

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

Active reporting of data and metrics

Manage various aspects of appointments including booking, rescheduling, canceling

Checking eligibility of patients for different insurance claims

Receive data and information in real time

Store, manage and track all forms in a centralized location

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

Monitor sales and make necessary adjustment in order to increase demand and revenue

Manage and support multiple locations

Tracking, managing, and initiating the transfer of funds for overdue customer payments

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

Track and manage schedules and meetings via an integrated calendar