Knack Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 14 Knack reviews.
Workflow Capability
Based on 13 Knack reviews. 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
Based on 14 Knack reviews. 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. 13 reviewers of Knack have provided feedback on this feature.
Sandbox / Test Environments
As reported in 11 Knack reviews. 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.
As reported in 14 Knack reviews. 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
As reported in 13 Knack reviews. 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. 12 reviewers of Knack have provided feedback on this feature.
Sales Force Automation (9)
Contact & Account Management
As reported in 21 Knack reviews. 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 18 reviewers of Knack have provided feedback on this feature.
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. This feature was mentioned in 14 Knack reviews.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 20 Knack reviews.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 14 Knack reviews.
Desktop Integration
As reported in 14 Knack reviews. 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. This feature was mentioned in 19 Knack reviews.
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. This feature was mentioned in 19 Knack reviews.
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. 15 reviewers of Knack have provided feedback on this feature.
Marketing Automation (4)
Email Marketing
Based on 12 Knack reviews. 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
Based on 18 Knack reviews. 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
Customer Support (5)
Case Management
Tracks issues/help requests reported by customers through the resolution process. 13 reviewers of Knack have provided feedback on this feature.
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. 13 reviewers of Knack have provided feedback on this feature.
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. This feature was mentioned in 13 Knack reviews.
Call Center Features
As reported in 11 Knack reviews. 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. 14 reviewers of Knack have provided feedback on this feature.
Integration (3)
Data Import & Export Tools
As reported in 10 Knack reviews. 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. 11 reviewers of Knack have provided feedback on this feature.
Breadth of Partner Applications
Based on 10 Knack reviews. 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.
Mobile & Social (3)
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 This feature was mentioned in 16 Knack reviews.
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
Based on 12 Knack reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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. This feature was mentioned in 19 Knack reviews.
Dashboards
Based on 19 Knack reviews. 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
As reported in 17 Knack reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Database Features (7)
Storage
As reported in 41 Knack reviews.
Availability
Based on 42 Knack reviews.
Stability
42 reviewers of Knack have provided feedback on this feature.
Scalability
This feature was mentioned in 41 Knack reviews.
Security
41 reviewers of Knack have provided feedback on this feature.
Data Manipulation
38 reviewers of Knack have provided feedback on this feature.
Query Language
26 reviewers of Knack have provided feedback on this feature.
User Interface Design (4)
WYSIWYG Editor
Based on 34 Knack reviews and verified by the G2 Product R&D team. Provides the ability to drag-and-drop elements into the application to customize interface.
Customized Branding
Based on 34 Knack reviews and verified by the G2 Product R&D team. Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
App Templates
Based on 29 Knack reviews and verified by the G2 Product R&D team. Provides base-level application templates to build atop and customize for specifc users and actions.
Workflow Management
Based on 33 Knack reviews and verified by the G2 Product R&D team. Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Data Control (3)
Data Migration
Based on 30 Knack reviews and verified by the G2 Product R&D team. Lets users add data from existing sources when creating the initial application or changing data sources.
Data Synchronization
Based on 30 Knack reviews and verified by the G2 Product R&D team. Continuously updates data as users or external data sources are edited.
Data Security
Based on 32 Knack reviews and verified by the G2 Product R&D team. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (3)
Application Deployment
Based on 31 Knack reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 29 Knack reviews.
Lifecycle Management
Based on 29 Knack reviews and verified by the G2 Product R&D team. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Content (5)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application.
Support (4)
Text Search
As reported in 14 Knack reviews. Provides support for international character sets and full text search.
Data Types
Supports multiple data types like primitive, structured, document etc. 14 reviewers of Knack have provided feedback on this feature.
Languages
Supports multiple procedural programming languages like PL/PGSQL, Perl, Python etc. 12 reviewers of Knack have provided feedback on this feature.
Operating Systems
As reported in 13 Knack reviews. Available on multiple operating systems like Linux, Windows, MacOS etc.
Security (4)
Database Locking
Based on 13 Knack reviews. Prevents other users and applications from accessing data while it is being updated to avoid data loss or update.
Access Control
As reported in 16 Knack reviews. Allows permissions to be granted or revoked in the database, schema or table levels.
Encryption
Built-in native encryption with enterprise key management. This feature was mentioned in 13 Knack reviews.
Authentication
As reported in 13 Knack reviews. Provides multi-factor authentication with certificates.
Performance (5)
Disaster Recovery
Provides data recovery functionality to protect and restore data in a database. 14 reviewers of Knack have provided feedback on this feature.
Data Concurrency
Based on 12 Knack reviews. Allows multi-version concurrency control.
Workload Management
Based on 14 Knack reviews. Handles workloads, from single machines to data warehouses or web services with many concurrent users.
Advanced Indexing
As reported in 12 Knack reviews. Allows users to quickly retrieve data through various types of indexing like B-tree, hash table etc.
Query Optimizer
Based on 14 Knack reviews. Helps interpret SQL queries and determine the fastest method of execution.
Management (4)
Data Schema
Data is organized as a set of tables with columns and rows like a table structure. 14 reviewers of Knack have provided feedback on this feature.
Query Language
Allows users to create, update and retrieve data in a database. 14 reviewers of Knack have provided feedback on this feature.
ACID - Complaint
Adheres to ACID (atomicity, consistency, isolation, durability), a set of database transaction properties. This feature was mentioned in 14 Knack reviews.
Data Replication
Provides log-based or/and trigger-based replication. 13 reviewers of Knack have provided feedback on this feature.
Functionality (7)
Ease of Use
Facilitates simpler user experience through syntax highlighting, shortcuts, completion aid automation, etc. This feature was mentioned in 12 Knack reviews.
File Management
Manage individual software component files as a part of the greater overall project.
Multi-Language Support
Provides the ability to write in more than one programming language.
Customization
Allows users to modify interface (e.g., theme selection) and layout by personal preference. This feature was mentioned in 10 Knack reviews.
Straight-Out-the-Box Functionality
Performs core functionalities without the need of immediate additional feature or add-on installations. 12 reviewers of Knack have provided feedback on this feature.
Help Guides
Based on 11 Knack reviews. Supplies users with basic-to-intermediate guides regarding IDE functionality and use cases.
Patching & Updates
Downloads and installs updates automatically for product improvement and pace-keeping with programming language evolution.
Customization (4)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates This feature was mentioned in 12 Knack reviews.
Conditional Logic
As reported in 12 Knack reviews. Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Based on 12 Knack reviews. Allows users to create forms with more than one page
Design
As reported in 12 Knack reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Additional Functionality (4)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch This feature was mentioned in 11 Knack reviews.
Notifications
Sends notifications when a completed form is recieved 10 reviewers of Knack have provided feedback on this feature.
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device 10 reviewers of Knack have provided feedback on this feature.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - No-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (7)
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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Technology Glossary Features
View definitions of the features and discover new technology terms.
Data manipulation is changing data to a readable format. This G2 guide provides in-depth information about data manipulation, its types, benefits, and best practices.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.




