[ Work-Relay Reviews ](https://www.g2.com/products/neostella-work-relay/reviews) [ Work-Relay Reviews ](https://www.g2.com/products/neostella-work-relay/reviews) # Work-Relay Features ##### ## Setup (6) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Calendar Management Track and manage schedules and meetings via an integrated calendar Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (8) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Resources Allocate resources to tasks and projects, and track their costs. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Show More ##### ## Customer Engagement (6) Portal Provider a portal for customers and external users to collaborate and share documents. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Collaboration Allow internal and external users to collaborate without loging into the system. Customizable Branding Add customized logos and colors to align with company branding Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## In-store tasks - Retail Task Management Software (6) Logistic activities Check Inbound and outbound logistics activities to and from the store. Order management Provide visibility into order management, fulfillment and return. Shelf replenishment Able to track low or missing shelf stock and keep shelves replenished. Inventory and price check Ensure right inventory and products with updated price and offers. Stock auditing Must maintain right volumes and eliminate defective or outdated product from shelves. Store audit and compliance Ensure store is equipped to streamline operations, maintain high standards and prevent incidents. Show More ##### ## Task management - Retail Task Management Software (3) Task tracking Track tasks in progress, completed and incomplete tasks. Task planning and execution Allow planning, scheduling and communication of duties and responsibilities to store personnel. Task allocation Capable of allocating multiple task to the store personnel. Show More ##### ## Analytics and reporting - Retail Task Management Software (3) Task reporting Evaluate task execution, record performance based on field activities, and identify emerging trends. Replenishment visibility Allow visibility of stock replishment on a single intiutive dashboard. Shrinkage reporting Allow visibility into loss prevention, bottlenecks and shrinkages. Show More ##### ## Agentic AI - Salesforce AppExchange Apps (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 Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (127) Commenting/Notes Leave comments and notes on documents for others to view API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Management Create, manage and track all task activities and progression Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Security Protect sensitive data for digital privacy Single Sign On Allow users to access multiple services after entering their login credentials once Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Fields Customize data fields to support various needs and use cases Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Churn Management Identify customers at risk of migration and activate strategies to retain them Ad hoc Analysis Client Management Manage contact details and communication with clients Chat/Messaging Communicate using direct chat or messages within the system Forecasting Form predictions based on past and present data/trends Mobile Access Access software remotely via mobile devices Form Builder Adds a customizable form to the landing page, usually for the purposes of lead generation Surveys & Feedback Gauge satisfaction and receive information for improvement and success Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Workflow Management Create, design and manage workflows for repetitive tasks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Calendar Management Track and manage schedules and meetings via an integrated calendar Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Client Database Electronic storage of stakeholder contact information Electronic Forms Digital forms that are shared and accessed online Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Client Tracking Track all company interactions with current clients To-Do List A digital list of items that need to be completed Document Management Store, manage, and track all electronic documents in a centralized location Generative AI Use AI to generate content in the form of text, images, videos, etc. Self Service Tools Customer Segmentation Process of dividing customers into groups based on common characteristics Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Electronic Signature Digitally sign online documents Task Progress Tracking Track the status and progress of tasks Audit Trail A record of all activities within the system, including user access, changes made, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Online Payments Accept and process online payment transactions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Document Generation Custom forms to streamline repetitious aspects of a document Real-Time Data Receive data and information in real time CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Management Manage, store and organize emails within the system or via third-party apps Multi-Language Manage and support multiple languages Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Template Management Create, save, and re-purpose templates for emails, forms, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Dashboard Alter the layout and content of dashboards Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Document Management Store, manage, and track all electronic documents in a centralized location Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Configuration Alter the default workflow to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Commenting/Notes Leave comments and notes on documents for others to view Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile Access Access software remotely via mobile devices Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Project Workflow Create, manage, or update project workflows. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Deadline Management Specify or track the date/time a project, task, etc., is due for completion Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Project Planning Organize and schedule projects Capacity Management Monitor service demand and performance to plan for adequate resources that meet business needs Project Scheduling Identifying critical tasks that make up a project and assigning start and end dates for each Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Progress Tracking Reporting on how each user, task or process has advanced since its initiation Bar Chart A way to visually represent data via blocks the length of which correlates with the values they represent Project Tracking Monitor the progress of projects from start to finish API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Commenting/Notes Leave comments and notes on documents for others to view File Management Create, save, and store files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases Dependency Tracking Track and manage task relationships and dependencies Calendar Management Track and manage schedules and meetings via an integrated calendar To-Do List A digital list of items that need to be completed Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Task Scheduling Track and manage the scheduling of tasks Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Color Codes/Icons A way to visually represent data where different categories of items are marked with different colors Workflow Management Create, design and manage workflows for repetitive tasks Assignment Management Assign issues and tasks based on availability or required skills Prioritization Arrange tasks based on the level of priority or urgency Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Management Create, manage and track all task activities and progression Project Workflow Create, manage, or update project workflows. Templates Sample files or documents that could be customized as needed or used as is Planning Tools Timeline Management Manage a detailed schedule of a product plan Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Status Tracking Track the status over time for a request, process, asset, or transaction Project Time Tracking Measure time to completion or hours worked for projects Task Progress Tracking Track the status and progress of tasks Multiple Projects Ability to handle several projects simultaneously Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Tracking Track and document all activities across devices, networks, and other systems @mentions An @mention is a way to tag or notify a specific person about a message/post Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Show More ## Top-Rated Alternatives [ ![Progress ShareFile](https://images.g2crowd.com/uploads/product/hd_favicon/0f72809916b93e221e68872730635739/progress-sharefile.svg "Progress ShareFile") Progress ShareFile 4.2/5(1,541) ](https://www.g2.com/products/progress-sharefile/reviews) [ ![Rocketlane](https://images.g2crowd.com/uploads/product/hd_favicon/60f9458476e7d2446d008ab78d96c7b6/rocketlane-corp.svg "Rocketlane") Rocketlane 4.7/5(861) ](https://www.g2.com/products/rocketlane-corp/reviews) [ ![Gmelius](https://images.g2crowd.com/uploads/product/hd_favicon/5d2d0e9e8ede7c83af3a7bf592b0ae98/gmelius.svg "Gmelius") Gmelius 4.4/5(776) ](https://www.g2.com/products/gmelius/reviews) [ View All Alternatives ](https://www.g2.com/products/neostella-work-relay/competitors/alternatives) ##### Categories on G2 [ Workflow Management ](https://www.g2.com/categories/workflow-management)[ Salesforce AppExchange Apps ](https://www.g2.com/categories/salesforce-appexchange-apps)[ Client Onboarding ](https://www.g2.com/categories/client-onboarding) [ Project Management Tools ](https://www.g2.com/categories/project-management-tools)[ Retail Task Management ](https://www.g2.com/categories/retail-task-management) Show More ##### Explore More [ Best way to track media mentions ](https://www.g2.com/discussions/best-way-to-track-media-mentions)[ Which automotive digital retailing tools maintain system stability and fast response times during peak dealership hours based on user reviews? ](https://www.g2.com/discussions/which-automotive-digital-retailing-tools-maintain-system-stability-and-fast-response-times-during-peak-dealership-hours-based-on-user-reviews)[ What Java Development Kit distributions have the most reliable long-term support and frequent security patch cycles? ](https://www.g2.com/discussions/what-java-development-kit-distributions-have-the-most-reliable-long-term-support-and-frequent-security-patch-cycles) [ best electronic data interchange software ](https://www.g2.com/discussions/best-electronic-data-interchange-software-edi-in-2025)[ Best software for tracking assets across multiple sites ](https://www.g2.com/discussions/best-software-for-tracking-assets-across-multiple-sites)[ Pros and Cons Details ](https://www.g2.com/products/neostella-work-relay/reviews?qs=pros-and-cons) Show More [ Best way to track media mentions ](https://www.g2.com/discussions/best-way-to-track-media-mentions)[ Which automotive digital retailing tools maintain system stability and fast response times during peak dealership hours based on user reviews? ](https://www.g2.com/discussions/which-automotive-digital-retailing-tools-maintain-system-stability-and-fast-response-times-during-peak-dealership-hours-based-on-user-reviews)[ What Java Development Kit distributions have the most reliable long-term support and frequent security patch cycles? ](https://www.g2.com/discussions/what-java-development-kit-distributions-have-the-most-reliable-long-term-support-and-frequent-security-patch-cycles) [ best electronic data interchange software ](https://www.g2.com/discussions/best-electronic-data-interchange-software-edi-in-2025)[ Best software for tracking assets across multiple sites ](https://www.g2.com/discussions/best-software-for-tracking-assets-across-multiple-sites)[ Pros and Cons Details ](https://www.g2.com/products/neostella-work-relay/reviews?qs=pros-and-cons)