Microsoft 365 Features

Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Supports various video file formats

Allows users to receive updates when files have been updated, added, deleted or moved.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files.

Provides an audit log of changes and enables users to revert to a specific version

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

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

Digitally share screen view with others

Preview and make real-time changes in the web content

Allow multiple users to collaborate within an application.

Offer annotation and commenting tools within each application for collaborative communication.

Users can work simultaneously on files.

Allows multiple users to collaborate on a single document and see edits in real-time

Allows users to communicate in real-time via chat and comments within the document

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.

Administer storage limits by user or group

Choose data center your files should be stored at

Stores and transfers files in secure environment

Track and manage schedules and meetings via an integrated calendar

Create, save, and store files

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

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

Create, design and manage workflows for repetitive tasks

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

Plan and coordinate all the resources, costs and time needed to execute assignments

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

Track revisions and updates made to files and navigate between different versions

Manage the process of evaluating documents or requests submitted for approval

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Securely stores data to prevent data loss or breaches

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

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Enables custom integration to external systems

Allows users to send and open various file types.

Notifies users when they have been contacted or tagged.

Message content search capability.

Digitally share screen view with others

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

Software can be accessed through a downloadable mobile application.

Software can be accessed through a downloadable desktop app or a cloud-based site.

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

Integrates with Active Directory

Allows users to communicate via audio call.

Allows users to communicate via video call.

Presenter can see and hear participants and vice versa

Provides a live chat feed during a screen sharing session.

Allows users to communicate via audio channels.

Allows users to communicate via video channels.

Allows users to view videos without downloading media files

Presenter can see and hear participants and vice versa

Provides a live preview of what viewers are seeing in real-time.

Blocks notifications from other applications from appearing during a screen sharing session.

Allows users to give audience members control of cursors or tools on the shared screen.

Allows presenters to relinguish presenter access to another user in a call.

Provides password protection to screen sharing sessions.

Record and playback video calls

Software is available within browsers.

Record and save a video file of what is happening on a computer screen

Record the audio of phone conversations for quality assurance purposes

Provides a variety of slide design tools, such as animations, icons and transitions.

Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations.

Provides an autosave option to prevent file loss.

Gives users a variety of chart and graph options that can be editied within the presentation.

Provides users with a pre-built library of useable slide templates.

Allows users to customize their own templates.

Digitally share pre-made materials and self-created content with others

Centralized repository to store content and assets

Collection of images, videos and other digital content that can be used

Digitally share screen view with others

Contains in-application messaging abilities.

Is accessible from a mobile device and by users on the go.

Provides a cloud based version of the platform

Consolidates multiple email accounts into one viewable platform.

Allows users to filter their emails by sender, date received, opened, etc.

Gives users reminders to send or reply to emails.

Provides notifications when users receive new emails.

Provides a native calendar.

Provides a native contact book.

Offers built-in task creation and assignment functionality.

Software available as a downloadable desktop application.

Software available as a mobile application.

Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets.

Recalculates values within cells automatically when function changes occur.

Takes data and turns it into insightful visualizations in the form of charts, diagrams, graphs that are adjustable.

Lets users organize data into standard tables or pivot tables for additional mathematical insights.

Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts.

Allows multiple users to work within the same spreadsheet and see edits in real-time.

Allows users to filter data sets depending on what they want to see or hide.

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

Lets users download and store addons that further expand the functionality and features within the spreadsheet.

Access spreadsheets with multiple devices such as mobile or desktop.

Allows seamless importing and exporting features into other spreadsheet software or document creation software.

Provides the ability to periodically saves a user's spreadsheet automatically.

Provides cloud or on-premise access to basic Office Suite applications such as document creation software, spreadsheets software, and presentation software.

Requires either a subscription, one-time payment, or free access to the suite.

Offer pre-built or customizable templates within each application.

Provides access to documents via a web interface.

Allows users to save files under a variety of file types, such as doc, xls, and PDF.

Autosaves files for users automatically.

Able to share your desktop screen or an application with the rest of the conference.

Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference.

Provides a virtual whiteboard for collaborative use.

Engage in direct, instant messaging with customers, users, etc.

Allows conference participants to notifiy conference hosts when they want to speak.

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

Send messages to selected individual(s) from the entire audience

Engage in direct, instant messaging with customers, users, etc.

Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.

Record and playback video calls

The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.

Allows users to join a conference without requiring a download or a sign-in

Allows users to view videos without downloading media files

Record the audio of phone conversations for quality assurance purposes

Record the audio of phone conversations for quality assurance purposes

Record the audio of phone conversations for quality assurance purposes

Plan an event's time and location

Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.

Conferences can be launched within a browser without requiring a user to download an application to their desktop.

Software is available as a downloadable desktop application.

Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor

Tailored or customizable questions for more targeted and relevant data collection

Offers pre-built templates for creating surveys with different audiences or use cases

Provides tools for distributing surveys through email, SMS, social media, etc.

Distribute a survey via mobile devices

Survey popup over a webpage to specific users based on their behavior

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Survey design technique that directs respondents to different questions based on their previous answers

Allows users to customize survey colors, logos, and URLs to match company branding

Ability to embed videos, photos, or other rich media

Allows for creation of surveys in different languages and advanced survey translation

Provides tools to visualize and analyze data

Allows integration with third -party reporting and business intelligence applications

Allows users to export reports from the product into an .xsl, .csv, or .pdf file

Allows administrators to set permissions on viewing, filtering, or sharing survey results

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

Share and present designs

Analyze survey results via statistical testing or crosstabs directly within the software

Receive data and information in real time

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

Ability to view multiple calendars at once from within a single window

Provides customizable viewing options (e.g., day, week, month, year)

Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)

Ability to manage multiple calendars at a time

A list of events with their respective dates

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Schedule and manage the logistics of activities and other gatherings

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

Manage various aspects of appointments including booking, rescheduling, canceling

Manage attendance for classes, shifts, meetings, or events

Create, update, and manage bookings, itineraries, and reservations

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

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

Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings

Calendar functions can be carried out with the use of keyboard shortcuts

The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)

Ability to import events from an existing account or another calendar

Integrates an existing calendar with another software application, such as Microsoft Teams or Slack

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

Seamlessly integrates with 3rd party websites

Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email)

Offers location-based alerts to assist with commuting to and from one location to another

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

Notifications via mobile devices

Ability to send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment

Schedule repeating appointments based on a duration of time

Automatically create schedules based on business needs or employee availability and qualifications

Automatically find mutually available meeting time slots across multiple calendars

Automatically detects the time zone of both parties to avoid booking mistakes

Ability to set preferred availability to ensure appointments are only booked during approved times

Ability to block off additional time between appointments for travel or preparation

Personalize booking page with custom logos and colors to match branding

Personalize a booking link to share with customers

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.

Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with video conferencing tools to allow for virtual appointments

Integrates with SMS providers or instant messaging platforms to communicate directly with customers

This software integrates with Microsoft Outlook.

This software integrates with Gmail.

This software integrates with Apple Calendar.

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

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

Integrates with calendars to link relevant documents for meetings or appointments

Embeds live documents into websites

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

Tracks changes made to documents and access all revision history

When reviewing documents, provides suggestions that can be accepted or rejected by the document owner

Provides editing and proof-reading tools such as spell check and grammar check

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Imports documents in multiple file formats for editing

Transforms a document into a web page and publish to the internet

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.

Offer various color themes which can be applied to the document

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Enables users to search for specific email attachments.

Allows users to create and assign custom tags to emails.

Automatically sorts mail into untuitive categories and/or folders.

Allows users to set up predefined rules to automatically sort incoming mail.

Provide a unified inbox to manage multiple accounts at once.

Provide the ability to automatically send recurring emails.

Provide a feature to snooze, or defer, non-urgent emails.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Simulates human-like speech from text inputs.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

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

Allows users to generate text based on a text prompt.

Converts images into a textual description, identifying key elements.

Provides the ability to generate video from a text prompt.

Condenses long documents or text into a brief summary.

Produces music based on provided style or parameters.

Simulates human-like speech from text inputs.

Provides the ability to generate images from a text prompt.

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

Presenter can see and hear participants and vice versa

Condenses long documents or text into a brief summary.

Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.

Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.

Uses AI-powered language translation tools to translate messages in real-time.

Creates, assists, or automates the generation of text-based content within the platform.

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

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

Manage and support multiple languages

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Works across multiple software systems or databases

Notifications/alerts for upcoming events or tasks

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Supports various video file formats

Software program that continuously adjusts its behavior based on observed data

Manage attendance for classes, shifts, meetings, or events

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

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

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

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

Track and manage schedules and meetings via an integrated calendar

View messages sent by both parties during the chat conversation

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

Protect sensitive data for digital privacy

Store and organize documents in a centralized system

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

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

Add customized logos and colors to align with company branding

Presenter can see and hear participants and vice versa

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

Sub-room created within virtual meeting/class

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

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

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

Communicate using direct chat or messages within the system

Allows multiple users to simultaneously annotate on a digital whiteboard

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

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

Manage the process of planning and scheduling meetings, including agenda creation

Group collaboration to solve ideas in a productive and concentrated manner.

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Gauge satisfaction and receive information for improvement and success

Access software remotely via mobile devices

Connect with meeting participants remotely over video

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Move files across different systems or networks

Reminders sent via email

Access work applications remotely, for when working away from the office and/or traveling

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

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

Detect speech to highlight frame subjects

An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience

Use AI to convert voice into text automatically

Presenter can see and hear participants and vice versa.

Profiles of users providing basic information

Store and manage online video content

Enable custom polls/voting to facilitate decision-making or increase engagement

Schedule and manage the logistics of activities and other gatherings

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

High-definition audio and/or video capabilities

Share and present designs

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

Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.

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

Survey or poll in which voice broadcast recipients can communicate responses via the phone

Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page

Allow media to be embedded in the question or answer options

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

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Graphical representation of data

Create and administer polls and surveys

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

Visual representations of words that give greater prominence to words that appear more frequently

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

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

Customize data fields to support various needs and use cases

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

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

Allow the audience to interact or engage with the content

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Gauge satisfaction and receive information for improvement and success

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

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

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Create and send email blasts/campaigns

Protect sensitive data for digital privacy

Allow reviewers to provide anonymous feedback to encourage honest conversations

Modifying a website's URL to enhance readability, branding, or campaign alignment

Integration of respondents' answers from previous survey questions into subsequent questions or text

Practice of collecting data and responses for market research/surveys without an internet connection

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

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

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

Import and export data to and from software applications

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Process of dividing customers into groups based on common characteristics

Limit the number of participants with certain characteristics you want to complete the survey

Manage and support multiple languages

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

Reminders sent via email

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

Randomize the displayed order of questions and answer options

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Edit text as needed

Define levels of authorization for access to specific files or systems

Leave comments and notes on documents for others to view

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

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

Import or export content

Import and export data to and from software applications

Track employee/learner's progression through training programs

Supports audio files

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

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

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

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

Edit, touch up, and convert images for publishing

Edit offline

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

Input 3D objects

Convert data into a code for security

Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)

Supports various video file formats

Record audio and/or video

Track revisions and updates made to files and navigate between different versions

Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides.

Digital displays use technologies such as LCD, LED, projection and e-paper

Present offline

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

Access software remotely via mobile devices

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

Receive system updates as soon as any changes are made

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

Create playlists of content and media types & manage the distribution of those playlists to display screens

Connect with meeting participants remotely over video

Ability to insert animations/transitions

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

Add customized logos and colors to align with company branding

Allow the audience to interact or engage with the content

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

Store and organize documents in a centralized system

Communicate using direct chat or messages within the system

Move files across different systems or networks

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

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience

Save a screenshot of your desktop as an image

Track and manage schedules and meetings via an integrated calendar

Allow several participants to share screens simultaneously

Access software remotely via mobile devices

Group collaboration to solve ideas in a productive and concentrated manner.

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

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

Synchronize with other calendars to view mutual availability and schedules

Gauge satisfaction and receive information for improvement and success

Add customized logos and colors to align with company branding

Reminders sent via email

Share screens of either your computer's desktop or your browser tab with another computer

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

Manage the process of planning and scheduling meetings, including agenda creation

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

Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience

Highlight content and/or make notations about parts of content

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

Allows multiple users to simultaneously annotate on a digital whiteboard

Share only a specific tab on your desktop while continuing to work in other tabs without sharing them

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

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

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

Create, save, and store files

Share screens from your tablet or smartphone

Store and manage online video content

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Share your screen with a third party to enable them to see what changes/actions are being performed as they happen

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

Allow one presenter to pass control of the screen sharing to another participant

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Supports various video file formats

Plan availability and assign specific time slots for tasks and resources

Define levels of authorization for access to specific files or systems

Indication whether a resource is available or protected from allocation

An @mention is a way to tag or notify a specific person about a message/post

Leave comments and notes on documents for others to view

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

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

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

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Import and export data to and from software applications

Ability to make voice calls within the system

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

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

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

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Record, update and manage waiting lists

Access software remotely via mobile devices

Private online space that lets businesses securely share documents and provide information access to clients

Import and export data to and from software applications

Manage various aspects of appointments including booking, rescheduling, canceling

Create and send email blasts/campaigns

Manage contact details and communication with clients

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

Electronic storage of stakeholder contact information

Book meetings and appointments through a website or digital platform

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

Send messages via SMS

Accept and process credit card transactions

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

Manage and support multiple locations

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

Access previous interactions or concerns to maintain customer relationships

Track and manage schedules and meetings via an integrated calendar

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

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

Stored list of contacts and groups

Schedule in-person or online classes

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

Reminders sent via email

Plan availability and assign specific time slots for tasks and resources

Alter the layout and content of reports

Active reporting of data and metrics

Define levels of authorization for access to specific files or systems

Send messages via SMS

Automatically create schedules based on business needs or employee availability and qualifications

Track and manage the scheduling of tasks

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

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

Track the attendance of specific individuals or groups

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

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

Add customized logos and colors to align with company branding

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

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Receive data and information in real time

Electronically collect payments for goods or services

Customize contracts and forms to collect specific information

Synchronize with other calendars to view mutual availability and schedules

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

Customize data fields to support various needs and use cases

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

A way to visually represent data where different categories of items are marked with different colors

Plan an event's time and location

Receive system updates as soon as any changes are made

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

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

Import and export data to and from software applications

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

Audio/Video Conferencing

Centralized repository to store content and assets

Access software remotely via mobile devices

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

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

An @mention is a way to tag or notify a specific person about a message/post

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Notifications that are delivered to users as soon as an event occurs

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Leave comments and notes on documents for others to view

Communicate using direct chat or messages within the system

Configure existing workflows to meet your organization's needs

Digitally sign online documents

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

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

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

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

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

Extra layer of security that requires not only a password and username but also something specific to that user

Convert data into a code for security

Define levels of authorization for access to specific files or systems

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

Track and manage the scheduling of tasks

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

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Facilitates online authoring and publishing of the content

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Control system access and/or deliverability for applications and email addresses

Customize data fields to support various needs and use cases

Add and maintain centralized email signature(s) across an organization

An email inbox that can be accessed and managed by multiple individuals

Arrange tasks based on the level of priority or urgency

Customize contracts and forms to collect specific information

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

Access the system via a mobile application

Plan daily routes to optimize employee scheduling and provide directions

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

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

Organize, prioritize, and manage incoming communications

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

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

Manage, organize, and store contact information

Create and send email blasts/campaigns

Ability to restore deleted, hidden, or lost data from an email server/system

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Active monitoring of systems, applications, or networks

Create and automatically send premade copy in response to customer messages

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

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

Analyze and gain insights into data in real-time

Process of dividing customers into groups based on common characteristics

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

Allow customers/users to submit support queries and service requests

Shortcuts for inputting frequently used messages

Create, design and manage workflows for repetitive tasks

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

Communicate using direct chat or messages within the system

Planning and managing of resources and procedures to mitigate the impact of events and incidents

Pre-made examples and templates for emails

Ability to oversee and optimize the operations of a mail server

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track delivered, received, and opened emails

Define levels of authorization for access to specific files or systems

Filters used to determine different types of malware threats

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

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

Active reporting of data and metrics

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

Track and interpret campaign performance metrics

Streamlining repetitive tasks and activities through automated and predefined workflows

Group messaging lets multiple people carry on a group conversation

Process of sending a large number of documents, messages or emails to multiple recipients at once

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Input different types of content and edit text formats, fonts, font sizes, and colors

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

Online forums/groups where users can ask questions, share ideas, best practices, etc.

View messages sent by both parties during the chat conversation

Manage, organize, and store contact information

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Retrieve sent messages from mailboxes of recipients who haven't yet opened it

Shortcuts for inputting frequently used messages

Store and organize documents in a centralized system

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

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

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

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

Alter the default workflow to meet your organization's needs

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

Define levels of authorization for access to specific files or systems

Create, manage and track all task activities and progression

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

Ability to see if recipient has viewed/opened the message

An @mention is a way to tag or notify a specific person about a message/post

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

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

Engage in direct, instant messaging with customers, users, etc.

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Import and export data to and from software applications

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

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

Securely stores data to prevent data loss or breaches

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

Notify large groups of people simultaneously about important updates.

Add customized logos and colors to align with company branding

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

Leave comments and notes on documents for others to view

Electronic storage of staff/employee contact information and job status in a centralized repository

Send personal messages to clients or attendees

A list of events with their respective dates

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

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

Receive system updates as soon as any changes are made

Store photos of employees

Notifications via mobile devices

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

Allows users to publish blogs on social site

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

Alter the layout and content of reports

Move files across different systems or networks

Ability of websites, web applications, or mobile applications to function without an active internet connection

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

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

Manage and optimize formulas/recipes for specific requirements.

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

An @mention is a way to tag or notify a specific person about a message/post

Create, design and manage workflows for repetitive tasks

Receive system updates as soon as any changes are made

A systematic and logical representation of numeric data in rows and columns

Ability to handle several projects simultaneously

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

Track revisions and updates made to files and navigate between different versions

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

Manage and support multiple languages

Plan and coordinate all the resources, costs and time needed to execute assignments

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

Search for specific words or phrases within a document or database

Graphical representation of data

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

Receive data and information in real time

Leave comments and notes on documents for others to view

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

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

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

Import and export data to and from software applications

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

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

Define levels of authorization for access to specific files or systems

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

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

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

Perform various mathematical calculations using the data

Provides varying estimates based on different scenarios

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources