[ Kivo Reviews ](https://www.g2.com/products/kivo/reviews) [ Kivo Reviews ](https://www.g2.com/products/kivo/reviews) # Kivo Features ##### ## Sales (2) Account Management Supports management and planning of sales accounts Sales Coaching Facilitates the planning of calls, and records and generates reports on outbound calls Show More ##### ## Operations (5) Field Operations Management Equips field sales teams with tools to better manage territories and report on field activities Data Management Collects and stores patient and company data in a centralized database Multichannel Engagement Analyzes and maintains patient-provider interactions across multiple touchpoints to optimize customer interactions Task Automation Automates and streamlines tasks, integrations, communication, and personalization Industry Regulations Ensures that sales teams, health care organizations, and field service reps adhere to industry regulations Show More ##### ## Quality Management (4) Design Controls Ensures that the product development process stays on track and continues to meet both user and vendor needs Audit Management Prepares for, plans, manages, schedules, and conducts internal and external audits Supplier Network Management Connects suppliers with product developers with consumers Risk Management Reviews, identifies, and assesses sources of risk in research and development Show More ##### ## Quality System (4) Analytics & Reporting Collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports Real-time Collaboration Enables real-time collaboration like automated notifications and rich editing and commenting capabilities to minimize miscommunication Document Control Automates, centralizes, and archives documents and forms to create a single source of truth Quality Processes Automates and manages processes like CAPA (Corrective and Preventive Action) to monitor quality and complaints and promote transparency Show More ##### ## Activity Management (5) Product-To-Market Management Accelerates time to market while reducing risk of medtech products and devices. Regulatory Adherence Ensures regulation compliance via notifications and triggers of noncompliant processes. Information Management Collects and manages product, operations, and activity information. Process Automation Automates the collection and management of data and business processes. Sales Management Optimizes the activities of field sales / medical representatives before, during, and after the sales cycle. Show More ##### ## Regulatory Compliance (4) Dashboards and Reporting Offers customizable dashboards and analytics to track completeness, compliance, quality, and timeliness of the study. TMF Reference Models Offers a pre-built DIA TMF reference model hierarchy, and allows for configurable reference models to meet the specific needs of organizations and sponsors. Inspection Readiness Supports inspections and regulatory audits by maintaining inventory and document reports, and having pre-built compliance with all relevant regulatory guidelines. Role Permissions Designates customizable user roles and limit access to certain functions in the eTMF. Show More ##### ## Content Management (7) Bulk Upload and Indexing Allows users to upload multiple documents at once and provides dynamic indexing options. Document Tracking Manages the status of all trial documentation at all stages and flags missing documentation. Version Controlling Tracks each version of a document and shows changes from each version or reupload. Search Engine Allows documents and metadata to be easily searched within the system. File Planning and Milestones Establishes study level, country level, and site level milestones and what amount of mandatory and optional documents need to be collected throughout the study lifecycle. Real-Time Authoring and Collaboration Allows external or remote contributors to upload documents and work collaboratively in a controlled method. Content Workflows Configures review, e-signature, and approval workflows for all documentation. Show More ##### ## Document Management (4) Dossier Management Tracks submissions plans for products to report against milestones and progress. Streamlines the entire dossier lifecycle and tracks the status of all submissions. Tech Files Supports the creation of technical files and essential principles checklists. Submission Planning Provides templates and tools to create all planned regulatory content for a product. Archiving Stores all previously submitted documents for use in audits or future submissions. Show More ##### ## Product Management (3) Audit Trails Enables traceability into the entire pre- and post-market lifecycle to monitor milestones, time to completion, and updates and approvals. Live Dashboards Maintains up-to-date dashboards for overseeing every task, deadline, project status, and workflow. Collaborative Authoring Allows multiple users to collaborate on documents and flag errors or updates. Show More ##### ## Regulatory Affairs (2) Automated Notifications Tracks key deadlines for submissions, renewals, and audits, and streamlines the document retrieval process for each activity. Communication Tools Fields internal team and external agency messages or tickets related to regulatory concerns, and inboxes all correspondences. Show More ##### ## Additional Functionality (78) AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Document Lifecycle Management Series of processes that a document goes through from creation to archiving Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation For Legal Professionals Specifically designed to address the needs of law firms and legal departments Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Risk Assessment Initiate collection and analysis of known risks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quality Control Ensure that quality requirements and standards are met across production processes Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Mobile Access Access software remotely via mobile devices Version Control Track revisions and updates made to files and navigate between different versions Task Management Create, manage and track all task activities and progression Indexing Compile and organize data into specific metrics Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking Track and document all activities across devices, networks, and other systems Disaster Recovery Plan and implement business continuity measures in case of unforeseen events Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Change Management Track and monitor efficient handling of all changes/transitions File Management Create, save, and store files File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Document Management Store, manage, and track all electronic documents in a centralized location Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Audit Trail A record of all activities within the system, including user access, changes made, etc. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Electronic Signature Digitally sign online documents Document Review Review and analyze existing information across documents Full Text Search Search for specific words or phrases within a document or database Revision History Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Real-Time Reporting Active reporting of data and metrics Forms Management Store, manage and track all forms in a centralized location Document Generation Custom forms to streamline repetitious aspects of a document SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Access Expiration Management Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Metadata Extraction Retrieval of embedded metadata that is present within a file Commenting/Notes Leave comments and notes on documents for others to view Document Editing Makes changes to document features such as text, fonts, formatting, etc. File Recovery Recover lost, deleted, or damaged files Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Annotations Highlight content and/or make notations about parts of content Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Document Capture Scan, move or upload electronic files within the software's repository File Conversion Convert files to a different format Document Storage Store and organize documents in a centralized system Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Metadata Management Collect and maintain structured information that describes data or content Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Autosave The system automatically saves work on an interval without the user needing to manually save For Engineering Documents Training Management Track employee/learner's progression through training programs Version Rollback The process of reverting to a previous version or state Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Status Tracking Track the status over time for a request, process, asset, or transaction Version Comparison The process of cross-checking new versions with previous copies to identify changes Document Check-in/Check-out Document Check-in/Check-out Show More ## Top-Rated Alternatives [ ![Qualio](https://images.g2crowd.com/uploads/product/hd_favicon/989edd615dfb84f85af09d42b2a45a5a/qualio.svg "Qualio") Qualio 4.4/5(781) ](https://www.g2.com/products/qualio/reviews) [ ![Egnyte](https://images.g2crowd.com/uploads/product/hd_favicon/91bb854a397a0e939339a805a61acf75/egnyte.svg "Egnyte") Egnyte 4.4/5(1,162) ](https://www.g2.com/products/egnyte/reviews) [ ![MasterControl Quality Management 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