[ NetSuite Reviews ](https://www.g2.com/products/oracle-netsuite/reviews) [ NetSuite Reviews ](https://www.g2.com/products/oracle-netsuite/reviews) # NetSuite Features ##### ## Platform (57) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability 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 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. Sandbox / Test Environments 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. 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 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. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads APIs System provides well documented API's that can be used to integrate to any 3rd Party or internal system. Customization Product provides tools to customize web store front, business process, etc. to meet unique business needs. Integrations to Add-on Tools Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software. User Management Enables customers to update their own user information, settings and preferences. Reporting / Analytics Provides standard and ad-hoc reporting ability to meet business requirements Security Software provides appropriate tools and certifications to protect against fraud and malicious attacks Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Admin Access Rights Provides ability to control editing rights by product category, geography etc. Test-to-Product Migration Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site Internationalization Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation Cross Browser Support Enables store or site to provide the same user experience in all browsers and browser versions. Performance and Reliability Software performs well and runs with minimal unscheduled downtime Mobile Access Access software remotely via mobile devices SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Shipping Management Manage and track orders being shipped to customers Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Website Management Built-in website builder or integration with third-party site Promotions Management Design, communicate, and distribute incentives to perform a specific action Reviews Management Track and monitor reviews of products or services eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Application Management Track, manage and store the applications of potential future members, customers or candidates Product Data Management Capture, organize and track product-specific data and information in a centralized location Template Management Create, save, and re-purpose templates for emails, forms, etc. Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Workflow Management Create, design and manage workflows for repetitive tasks Warehouse Management Manage and track operations and inventory within warehouses Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Customer Management Store and organize information about customers and previous interactions Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Data Security Protect sensitive data for digital privacy Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by 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 Grants 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. Performance and Reliability 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. Mobile Access Access software remotely via mobile devices Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. 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. Performance and Reliability 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by 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. Mobile Access Access software remotely via mobile devices Show More ##### ## Sales Force Automation (10) Contact & Account Management 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 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. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration 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. 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. 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. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (23) Email Marketing 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 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 Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Email Marketing 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. Lead Management 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. 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. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Committee Management Manage a group of members established for coordinating plans, programs, or other initiatives Calendar Management Track and manage schedules and meetings via an integrated calendar Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Volunteer Management Manage volunteer information and direct volunteer resources Contact Management Manage, organize, and store contact information Fundraising Management Activities related to raising money for a specific cause Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location Membership Management Database of members to track personal information of individuals and families Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Customer Support (20) Case Management Tracks issues/help requests reported by customers through the resolution process. 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. 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. Call Center Features 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. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (32) Data Import & Export Tools 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. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Data Import and Export Tools 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. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes ERP and Accounting Standard integration with accounting and ERP software Sales and Marketing Standard integration with sales and marketing software Quote-to-Cash Standard integration with Quote-to-Cash systems APIs Out of the box APIs to integrate with any type of software Accrual Accounting Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import and Export Tools 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. Productivity Tools Tools to facilitate the production of information and promote efficiency Real-Time Data Receive data and information in real time Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Mobile Payments Clients can submit payments via mobile devices CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Show More ##### ## Mobile & Social (5) Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (18) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards 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 Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Dashboards 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 Financial Reporting Generate reports to assess the financial performance of an organization Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Dashboards 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 Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Summary Reports Customizable Reports Alter the layout and content of reports Show More ##### ## Merchandising/Marketing (7) Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Product Visualization Ability to display and manage photos, 3D views, videos etc for each product Recommendations / Personalization Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Shopping Cart Abandonment Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart. Product Reviews Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products SEO Provides tools to drive traffic to pages via organic search Show More ##### ## Product Catalog (5) Content Management Ability to add/update products, product pricing, product information and other content included on eCommerce site. Product Configuration Ability to all users select options to configure the product or select product options. For example, color, size, etc. Product Search and Filtering Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting Intangible Products Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc. Discount Management Track products that are for sale at a reduced price or part of coupon promotions Show More ##### ## Order Process (18) Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Tax Display and Processing Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions. Payment Processing Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality. Order Management Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Retail Inventory Management Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process Multi-Channel Fulfillment Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up. Returns Management Track and facilitate returns of products sold Order Processing Send / receive, process, and execute orders Order Fulfillment Manage the process of receiving, preparing, and delivering orders for goods/products Purchase Order Management Create, send, and track purchase orders and their statuses Backorder Management Manage customer orders that cannot be filled immediately due to out-of-stock items Special Order Management Manage special order requested by a customer Payment Options Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more Sales Order Management An order generated by a seller to a customer, containing details about products or services Purchase Order Management Create, send, and track purchase orders and their statuses Credit Card Processing Accept and process credit card transactions Show More ##### ## Multi-Channel Support (11) Omnichannel Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel. Mobile Features that enable customers to easily to shop for products using a mobile device. Social Commerce Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform. Customer Service Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support. Store Locator Enable customers to locate and navigate to physical locations by zip code, city or GPS 3rd-Party Store Integration Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels B2B Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc. Multi-Store Manage multiple teams and operations from a central location Point of Sale (POS) Integration Integrates with point of sale (POS) systems Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Commerce Show More ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (9) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Purchase Order Management Create, send, and track purchase orders and their statuses ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Electronic Payments Electronically collect payments for goods or services Electronic Payments Electronically collect payments for goods or services Credit Card Processing Accept and process credit card transactions Show More ##### ## Other Functionality (12) Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Inventory Pricing and Costing Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Multi-Entity / Consolidation Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations Recognition Rules Automates recognition of revenue and expenses by defining recognition rules. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Time and Expense Automated time and expense capture, tracking, approval, reimbursement and reporting Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Time Tracking Measure and track time including hours worked and paid time off (PTO) Status Tracking Track the status over time for a request, process, asset, or transaction Budget Tracking Track actual spending to ensure it's in line with the planned budget Show More ##### ## Before the Job (4) Calendar Uses the calendar tool to determine field workers who are free for the job. Dispatch Notifies field service workers of their upcoming assignments. Roles Allows users to see tasks according to permissions and roles. Booking Allows clients to book jobs through the desktop page or within the app. Show More ##### ## On the Job (10) Location Tracks employee location to ensure timeliness. Employee Communication Enables communication within the app from manager to field service employee. Behavior Monitoring Monitors behavior in the field. Client Notifications Notifies clients, should any delays or mishaps occur. Field Sales Includes some ability to serve as a sales and ordering application. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Multi-Location Manage and support multiple locations Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Show More ##### ## After the Job (8) Reports Creates reports that reflect field performance either as a team or individually, to review productivity. Analytics Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. Billing & Invoicing Create, manage, and send invoices or bills to customers CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Reports Alter the layout and content of reports Show More ##### ## Billing (4) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Blacklisting Allows users to temporarily or permanently block potential fraudsters. Show More ##### ## Dunning (3) Collections Assists users in collecting payments for unpaid invoices. Dispute Management Manages disputes regarding billing and payments. Escalation Define escalation processes to suspend service for unpaid invoices. Show More ##### ## Performance (3) Packages Track the financial performance of various types of packages. Discounts Identify the impact of special pricing and discounts on revenue. Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Show More ##### ## Revenue Recognition (6) Revenue Types Support multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Reclassification Revenue can be reclassified from one category to another, such as from deferred to earned Compliance Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Show More ##### ## Revenue Performance (6) Customer Performance Track revenue performance by customer, customer groups, or demographics Contract Performance Monitor revenues per contract, contract types, or groups of contracts Revenue KPIs Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth Pricing & Discounting Analyse the impact of special pricing and discounts on revenue Offering Track the performance of bundles, special offers, and other sales incentives Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Show More ##### ## Revenue Optimization (5) Forecasting Create forecasts to estimate future revenues Promotion Programs Ability to define promotions to increase revenues Pricing Optimization Adjust prices to attract more customers and to improve revenues Re-evaluation Revenue optimization activities can be evaluated on a regular basis Demand Forecasting Forecast customer demand using historical insights and simulations Show More ##### ## Accounting (49) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Marketing Automation Automate workflows and trigger campaigns based on customer actions Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Project Accounting Track accounting transactions, costs, and expenses by project or portofio of projects Fixed Assets Manage information on fixed assets such as asset value and depreciation Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Inventory Management Track and manage inventory levels to maintain proper supply Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Task Management Create, manage and track all task activities and progression Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Accounting (25) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Warehouse Management Manage and track operations and inventory within warehouses eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Financial Management Plan, manage, and track the financial activities of an individual or organization Stock Management Manage the buying, selling, and holding of stocks Order Management Manage and track customer orders for goods, investments, or any other purchases Supply Chain Management Manage the planning and execution of supply chain activities Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Supplier Management Manage all supplier data and operations Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Import/Export Management Management of inbound and outbound shipments in the context of international trade Inventory Management Track and manage inventory levels to maintain proper supply Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Shipping Management Manage and track orders being shipped to customers Returns Management Track and facilitate returns of products sold Sales Order Management An order generated by a seller to a customer, containing details about products or services Show More ##### ## Inventory (7) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Warehousing (3) Locations Create and manage warehouse locations and areas for shipping or receiving. Multi-Warehouse Manage locatons accross multiple physical or virtual warehouses. Third-Party Ability to monitor locations and inventory in third party warehouses. Show More ##### ## Purchasing (8) Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Show More ##### ## Sales & Marketing (17) Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with products, services, and customer types. Proposals Generate and manage proposals for project or portfolios of projects Show More ##### ## Assembly (3) BOM Provide Bill of materials to define what components and packaging should be used for assembly. Kitting Define kits and packages of two or more finished products that can be sold together or separately. Disassembly Ability to take apart assemblies and ensure that the components are transfered to inventory. Show More ##### ## Logistics (8) Picking & Packing Define and implement optimal procedures to pick and pack products for shipping. Packaging Identify packaging options like pallets or containers to optimize shipping performance and reduce costs. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Routing Create routes for shipping directly to customers, to distribution centers, or for dropshipping. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Activity Tracking Track and document all activities across devices, networks, and other systems Order Tracking Track orders throughout the fulfillment process Show More ##### ## HR (10) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Workflow Management Create, design and manage workflows for repetitive tasks Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Inventory & Warehouse (5) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Show More ##### ## Manufacturing (6) WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Show More ##### ## Quality Management (4) Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Show More ##### ## Distribution (3) Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Show More ##### ## Back Office (36) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Lean Management Include lean project management features and best practices. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Inventory Management Track and manage inventory levels to maintain proper supply Support Ticket Management Allow customers/users to submit support queries and service requests Calendar Management Track and manage schedules and meetings via an integrated calendar Financial Management Plan, manage, and track the financial activities of an individual or organization Client Management Manage contact details and communication with clients Workflow Management Create, design and manage workflows for repetitive tasks Time Off Management Track and manage employee time-off, vacation, and sick leave requests Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Supply Chain Management Manage the planning and execution of supply chain activities Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Warehouse Management Manage and track operations and inventory within warehouses Enterprise Asset Management Helps users manage the maintenance of assets; offers reporting to identify areas for improvement Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Front Office (20) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured HR Management Automates core HR functions such as talent management, employee evaluation and learning management Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases Purchase Order Management Create, send, and track purchase orders and their statuses Show More ##### ## Logistics (11) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Manufacturing Planning Supports the effective planning of manufacturing production based on materials, labor, and machinery. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Project Management (10) Project Maps Projects can be mapped out with milestones, due dates, deliverables and interdependencies. Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Workflow Automate task approvals processes and handoffs at project milestones. Cost Tracking Track total cost associated with projects and then report actual versus planned budget. Risk Analysis Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system. Resource Management Define and allocate human and material resources for different types of projects Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Multiple Projects Ability to handle several projects simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval Show More ##### ## Procurement (7) Requisitions Create and manage requisitions by project, portfolio, or business entity Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. Subcontractor Management Provides features to manage subcontractors for various types of tasks and projects Project Procurement Calculate procurement costs by project, portfolio, or type of projects Supplier Management Manage relationships with suppliers and track their performance Purchase Order Management Create, send, and track purchase orders and their statuses Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Show More ##### ## Content Management (7) Document Management Provides a single repository for all documents and options to create and manage files Collaboration Allows users to colalborate on documents and keep an audit trail of the changes Taxonomy Categorize content based on its purpose and define relationships with projects Contract Creation Deliver templates for multiple types of contracts, that can be used to generate new contracts Subcontracts Manage subcontracts and thei dependencies on projects and contracts Costs Identify and track costs and expenses by contract or by type of contract Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Show More ##### ## Analytics (3) Earned Value Track the earned value of projects to monitor performance and progress Project Optimization Identify project issues and provide corrective actions to improve performance ROI and Forecasting Measure return on investment and leverage data to predict profitability of future projects. Show More ##### ## Administration (7) User Dashboard Allows users to customize their home page to display the information relevant to their role and tasks. Donor Profiles Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. Reporting Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. Templates Provides standard templates for letters and emails and/or allows users to create their own. Customization Creates custom fields to track information about donors or gifts that is specific to an organization. Ad hoc Reporting Generate one-off reports that meet information requirements Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Donor Management (18) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Pledge Tracking Records gift pledges and updates remaining amount based on installments. E-Document Storage Allows electronic files to be uploaded and stored within donor profiles. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Receipt Management Upload, track, and submit receipts in a central database Email Management Manage, store and organize emails within the system or via third-party apps Volunteer Management Manage volunteer information and direct volunteer resources Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Gift Matching Management Ability to match gifts through the system Event Management Schedule and manage the logistics of activities and other gatherings Grant Management Monitor application statuses, proposals and award funds Attendance Management Manage attendance for classes, shifts, meetings, or events Contact Management Manage, organize, and store contact information Pledge Management Track commitments to donate in the future Forms Management Store, manage and track all forms in a centralized location Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Show More ##### ## Interoperability (5) Event Tracking Stores event registration and ticketing information collected through online forms or manual data entry. Gift Tracking Downloads gift information from integrated fundraising tools into donor profiles. Fund Accounting Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. Activity Tracking Track and document all activities across devices, networks, and other systems Donation Tracking Track and view detailed financial donation history made by contacts and members Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Integrations (5) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Event Management Schedule and manage the logistics of activities and other gatherings Show More ##### ## Cash Flow (3) Track Cash Flow Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. Income and Expenses Add one-time or recurring cash flow items and add line items for each payment or deposit. File Exports Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. Show More ##### ## Budgeting & Forecasting (4) Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Versioning Keeps track of all versions of a budget and allows users to compare versions Historical Data Forecasting is based on past transactions and historical financial or operational data Show More ##### ## Revenue (3) Revenue Types Supports multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Show More ##### ## Payroll (4) Direct Deposit Automatically deposits paychecks into employees' bank accounts. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Reporting and Dashboards Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. Show More ##### ## Reporting (3) Dimensions Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts Deferred Revenue Tracks revenue for goods or services that have yet to be collected Revenue Recognition Accurately determines and reports the accounting period when revenues are recognized Show More ##### ## Bill Generation (9) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Hourly Billing Business model that charges based on the amount of time spent on an hourly basis Contingency Billing Business model where clients pay their lawyer a fee only if the case is won/settled successfully Project Billing Business model that bills clients an amount based on the project/task/job performed Multi-Period Recurring Billing Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Deferred Billing Buyer isn't billed until the period is up without any interest charges Show More ##### ## Bill Processing (16) Consolidation Allow users to consolidate multiple invoices into one Batch Invoicing Ability to create multiple types of invoices Management Manage invoicing for different types of products or services Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Email Management Manage, store and organize emails within the system or via third-party apps Client Management Manage contact details and communication with clients Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Master Data Management Verify, organize, manage & store enterprise data assets in a centralized repository Refund Management Oversee the process of issuing refunds Discount Management Track products that are for sale at a reduced price or part of coupon promotions Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Recurring Invoicing Generate recurring invoices Billing & Invoicing Create, manage, and send invoices or bills to customers Show More ##### ## Headless Commerce (5) Decoupling Ability to disconnect the front office from the back office of an e-commerce platform REST APIs Provide APIs that allow for interaction with RESTful web services Data Orchestration Capture and manage data from multiple sources and syncronize it with the front end and back end Customization Allows developers to customize the platform using multiple programming languages Extensibility Include prebuilt integrations with multiple systems such as ERP and CRM Show More ##### ## Generative AI (18) 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. Proposal Generation Create proposals based on costs of labor and materials AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## AI (27) Data Extraction Uses AI to automatically input data from receipts, invoices, and other documents Invoice Processing Uses AI to generates, send, and track invoices Expense Management Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns Fraud Detection Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time Tax Compliance Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns Support Chatbots Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports Bank Reconciliations Uses AI to match transactions recorded in the accounting system with those in bank statements Report Generation Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business Customizable Alerts Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances Predictive Analytics Uses AI to analyze data to identify trends and make predictions Receipt Management Upload, track, and submit receipts in a central database Workflow Management Create, design and manage workflows for repetitive tasks Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Real-Time Data Receive data and information in real time Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Credit Card Processing Accept and process credit card transactions Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Transaction Management Manage, record and track all business exchanges in form of money and its related interactions in the system Show More ##### ## Mobile Applications - Accounting (14) Cloud Integration Enables synchronization of accounting data across devices in real-time Notifications Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines UI Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables Offline Allows users to view and update certain data without an internet connection Expense Tracking Allows users to capture and upload expense receipts directly from mobile devices Invoice Management Enables creation, editing, and sending of invoices Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Inventory Management Track and manage inventory levels to maintain proper supply Financial Management Plan, manage, and track the financial activities of an individual or organization Activity Tracking Track and document all activities across devices, networks, and other systems Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Notes Management Allow users to create, edit, and sort multiple notes Show More ##### ## Agentic AI - Nonprofit CRM (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Accounting Integration Integrate with a third-party accounting system Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Agentic AI - E-Commerce Platforms (7) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Accounting Integration Integrate with a third-party accounting system Show More ##### ## Agentic AI - Field Service Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (8) 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 Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Subscription Billing (6) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Show More ##### ## Agentic AI - Accounting (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Billing (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Project-Based ERP (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Discrete ERP (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Distribution ERP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Financial Management - Government ERP (3) Budget Planning & Allocation Captures requirements for allocating and monitoring budgets across departments. Grants & Fund Management Defines how external funds, grants, and donor programs are tracked. AI-Driven Fraud Detection Captures requirements for AI-based risk scoring and fraud monitoring. Show More ##### ## Procurement - Government ERP (3) eProcurement Workflow Automation Maps out requisition-to-payment processes. Vendor Performance Scoring Defines KPIs for vendor scoring and risk assessment. AI-Powered Tender Analysis Requirements for using AI to evaluate bids and detect anomalies. Show More ##### ## Human Resources - Government ERP (2) Workforce Planning Helps plan recruitment, staffing, and training. Payroll & Compliance Defines payroll logic and compliance needs. Show More ##### ## Citizen Services - Government ERP (19) Case Management Captures how cases are logged, escalated, and resolved. Public Service Portals Defines requirements for public digital-first experiences. AI-Chatbot for Citizen Support Captures needs for automated citizen communication. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Work Order Management Creating, assign, and track jobs and/or tasks for work orders Employee Management Track employee schedules, availability, and performance across projects and tasks Inventory Management Track and manage inventory levels to maintain proper supply Task Management Create, manage and track all task activities and progression Calendar Management Track and manage schedules and meetings via an integrated calendar Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Financial Management Plan, manage, and track the financial activities of an individual or organization Email Management Manage, store and organize emails within the system or via third-party apps Records Management Ability to record, store, update, and retrieve information Contract/License Management Track, store, and access client contracts or licenses Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Document Management Store, manage, and track all electronic documents in a centralized location Show More ##### ## Asset Management - Government ERP (3) Asset Tracking Defines lifecycle tracking for public assets. Maintenance Scheduling Helps implement preventive asset management. Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## Compliance & Audit - Government ERP (2) Internal Audit Trail Requirements for tracking user activity. Regulatory Reporting Captures compliance rules and reporting formats. Show More ##### ## Data & Analytics - Government ERP (2) Performance Dashboards Defines analytical reporting and dashboard needs. Open Data Export Requirements for public-facing transparency datasets. Show More ##### ## AI Capabilities - Government ERP (5) AI Predictive Insights AI-powered forecasting for data-driven governance. AI-Based Risk Scoring AI tool that analyzes risk based on user activity and patterns. AI Predictive Maintenance AI tool for forecasting equipment maintenance. AI-Based Talent Matching AI feature to analyze resumes, skills, and match them to positions. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## AI Assistant - Accounting (1) AI Accounting Assistant Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language. Show More ##### ## Additional Functionality (591) Real-Time Data Receive data and information in real time Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Budgeting/Forecasting Create budgets based on historical data and future projections Generative AI Use AI to generate content in the form of text, images, videos, etc. Receipt Management Upload, track, and submit receipts in a central database Financial Reporting Generate reports to assess the financial performance of an organization Partnership Accounting General Ledger Centralized accounting record which tracks all financial transactions Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Recurring Giving Manage and track recurring gifts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Reports Alter the layout and content of reports Donation Tracking Track and view detailed financial donation history made by contacts and members Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Expense Tracking Monitor and record expenses such as purchases or charges incurred Accounts Receivable Track outstanding invoices and the money owed from clients Check Printing Print paychecks issued to confirm payment of wages or salary Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. API Application programming interface that allows for integration with other systems/databases Real-Time Reporting Active reporting of data and metrics Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Fund Management Manage allocation and performance of financial assets Multi-Currency Manage and handle various international currencies Grant Management Monitor application statuses, proposals and award funds Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Financial Management Plan, manage, and track the financial activities of an individual or organization Accounts Payable Track money owed to a company's creditors/suppliers AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Donor Management Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Mobile Access Access software remotely via mobile devices Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Activity Tracking Track and document all activities across devices, networks, and other systems Workflow Management Create, design and manage workflows for repetitive tasks Fund Accounting Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Project Accounting Manage and track financials on a project-to-project basis Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Contact Management Manage, organize, and store contact information Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. For Nonprofits Software specialized for non-profit organizations Accounting Integration Integrate with a third-party accounting system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Data Import/Export Import and export data to and from software applications Mobile Access Access software remotely via mobile devices Project Costing The process of estimating and tracking the expenses incurred for a specific project Multi-Currency Manage and handle various international currencies Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quotes/Estimates Generate quotes or estimates for customers Billing & Invoicing Create, manage, and send invoices or bills to customers Bill of Materials Access to a library of manufacturing parts, models, and specs Multi-Location Manage and support multiple locations Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounts Payable Track money owed to a company's creditors/suppliers Fund Accounting Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Quotes/Estimates Generate quotes or estimates for customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Project Accounting Manage and track financials on a project-to-project basis Encryption Convert data into a code for security Accounts Receivable Track outstanding invoices and the money owed from clients Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Billing & Invoicing Create, manage, and send invoices or bills to customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Multi-Currency Manage and handle various international currencies Access Controls/Permissions Define levels of authorization for access to specific files or systems Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Data Security Protect sensitive data for digital privacy General Ledger Centralized accounting record which tracks all financial transactions Currency Conversion Change one currency to another based on real-time rates/values Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Estimating Estimate expected cost based on various factors before a project begins Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Document Storage Store and organize documents in a centralized system SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Categorization/Grouping Organize and group data or items based on various criteria Automatic Billing Setup and send recurring or automated bills Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. For Distributors Primarily serving wholesale distribution companies and supply chain industry professionals Bills of Material Material list of manufacturing parts and associated costs Financial Data Protection Inventory Control Monitor product stock levels AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Mobile App Access the system via a mobile application Client Portal Private online space that lets businesses securely share documents and provide information access to clients For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Cash Flow Analysis Calculates a company's working capital which is the amount of money a company has available to run its business Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location For Small Businesses Designed for small businesses File Encryption Encrypts data within the file, which can only be decrypted using a password or encryption key Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Multi-Language Manage and support multiple languages Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Invoices Invoices that can be tailored according to company's branding, payment terms and personalized information Real-Time Reporting Active reporting of data and metrics Credit Card Processing Accept and process credit card transactions Quotes/Estimates Generate quotes or estimates for customers Fraud Detection Identify and prevent suspicious activity Real-Time Data Receive data and information in real time Generative AI Use AI to generate content in the form of text, images, videos, etc. Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Credit Note Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc. Duplicate Detection Compare new data with existing records to detect duplicate entries Invoice History Store and view prior invoices for each account/client Reminders Timed notification for any upcoming task, deadline, appointment, or activity Billing Portal Gateway through which end users can view past bills and pay current invoices Accounting Integration Integrate with a third-party accounting system Backup and Recovery Create backups and provide methods to recover deleted/lost data Customizable Branding Add customized logos and colors to align with company branding Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Invoice Creation Create invoices from scratch or have recurring invoices Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing API Application programming interface that allows for integration with other systems/databases Customizable Reports Alter the layout and content of reports Projections Estimate or forecast of a future scenario based on the study of present trends Multi-Currency Manage and handle various international currencies Event Logs A chronological record of actions or occurrences within a network, software, or process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Payment Processing Accept, record, and reconcile financial transactions Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Mobile Access Access software remotely via mobile devices Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Customer Accounts Record customer information, purchase history, and other notes Customizable Fields Customize data fields to support various needs and use cases PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Audit Trail A record of all activities within the system, including user access, changes made, etc. Multiple Payment Options Process payments via multiple modes directly through the application Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Third-Party Integration Addition of necessary external data, applications, tools, or features Payment Tracking Track sent and received payments, invoices, and bills. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval For Small Businesses Designed for small businesses Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Quotes/Estimates Generate quotes or estimates for customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integrated Business Operations Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) Multi-Location Manage and support multiple locations Bills of Material Material list of manufacturing parts and associated costs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Business Intelligence Technological processes and strategies used for collecting, managing, and analyzing organizational data Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reordering Accept and track repeat orders Bulk Ordering Accept and track orders with multiple items Multi-Currency Manage and handle various international currencies Customer Accounts Record customer information, purchase history, and other notes Multi-Location Manage and support multiple locations Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Shopping Cart Checkout of online store Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Order Tracking Track orders throughout the fulfillment process Email Marketing Create and send email blasts/campaigns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Loyalty Program Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Templates Sample files or documents that could be customized as needed or used as is Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Customizable Branding Add customized logos and colors to align with company branding CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Kitting Group and package individual but related items as one package set Customer Touchpoints Identify specific interactions between customers and brands Customer Segmentation Process of dividing customers into groups based on common characteristics Web/Mobile App Development Create/edit commerce applications for mobile devices and/or web Product Catalog Present a catalog of inventory that customers can view Inventory Optimization Maintain and control the stock level of inventory De-Coupled Front & Back Ends Separate front and back end platforms to make coding changes without affecting user experience Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Activity Tracking Track and document all activities across devices, networks, and other systems Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Access Controls/Permissions Define levels of authorization for access to specific files or systems Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Data Import/Export Import and export data to and from software applications Inventory Auditing Cross-checking financial records with physical inventory counts and records Quotes/Estimates Generate quotes or estimates for customers Customer History Access previous interactions or concerns to maintain customer relationships Invoice Creation Create invoices from scratch or have recurring invoices For Small Businesses Designed for small businesses Abandoned Cart Saver Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Taxation & Assessment Determining value of properties/purchases to calculate tax Billing & Invoicing Create, manage, and send invoices or bills to customers Permit Issuance Issuance of valid permits to initiate projects or tasks Code Enforcement Ensure all properties are adhering to government and legal codes Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Real-Time Updates Receive system updates as soon as any changes are made Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Utility Billing Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more Customizable Fields Customize data fields to support various needs and use cases Customizable Forms Customize contracts and forms to collect specific information Access Controls/Permissions Define levels of authorization for access to specific files or systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Budgeting/Forecasting Create budgets based on historical data and future projections For Government Intended to be used by governmental agencies Third-Party Integrations Set up connections to third-party platforms to improve business processes General Ledger Centralized accounting record which tracks all financial transactions API Application programming interface that allows for integration with other systems/databases Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows For Telecommunications Industry Specifically for telecommunications industry Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customer History Access previous interactions or concerns to maintain customer relationships Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Service Provisioning Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network. Multi-Currency Manage and handle various international currencies Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Pre-Paid Service Services paid in advance before the end of the monthly billing cycle. Product Catalog Present a catalog of inventory that customers can view Generative AI Use AI to generate content in the form of text, images, videos, etc. Configurable Workflow Configure existing workflows to meet your organization's needs Payment Processing Accept, record, and reconcile financial transactions Call Data Records(CDR) Records or detailed document of call data produced by a telephone exchange over telecommunications equipment. API Application programming interface that allows for integration with other systems/databases Flexible Rate Tables Control and set flexible rates that depend on multiple variables and enable rate automation and calculation Audit Trail A record of all activities within the system, including user access, changes made, etc. Customer Accounts Record customer information, purchase history, and other notes CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Internet Service Providers (ISP) Companies that provide access to the internet and its related services. Post-Paid Service Services paid in real-time or end of the monthly billing cycle. ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Customizable Branding Add customized logos and colors to align with company branding Mobile Access Access software remotely via mobile devices Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Credit Card Processing Accept and process credit card transactions Customizable Fields Customize data fields to support various needs and use cases Real-Time Data Receive data and information in real time Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Multiple Payment Options Process payments via multiple modes directly through the application Productivity Tools Tools to facilitate the production of information and promote efficiency Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Multiple Data Sources Allows users to manage data from a number of sources Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional KPI Monitoring Tracking the status of previously identified performance measurements Inventory Control Monitor product stock levels Billing & Invoicing Create, manage, and send invoices or bills to customers Inventory Management Track and manage inventory levels to maintain proper supply Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Status Tracking Track the status over time for a request, process, asset, or transaction Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Booking Management Create, update, and manage bookings, itineraries, and reservations Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Financial Management Plan, manage, and track the financial activities of an individual or organization Electronic Payments Electronically collect payments for goods or services Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Promotions Management Design, communicate, and distribute incentives to perform a specific action Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Real-Time Updates Receive system updates as soon as any changes are made Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance For Airlines Created for use in the aviation and air transportation industry Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Reports Reports specific to sales analysis for trends and strategies Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Quotes/Estimates Generate quotes or estimates for customers Third-Party Integration Addition of necessary external data, applications, tools, or features For Hospitality Industry To be used by the hospitality industry Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Historical Trend Analysis Review data from past periods to reveal recurring tendencies Discount Management Track products that are for sale at a reduced price or part of coupon promotions Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Customer Management Store and organize information about customers and previous interactions Yield Management Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Price and Cost Calculations Calculate rule-based prices for a product/service Financial Reporting Generate reports to assess the financial performance of an organization Contract/License Management Track, store, and access client contracts or licenses Customizable Rules Rules followed by the software/AI can be configured by users to suit their specific needs Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Workflow Management Create, design and manage workflows for repetitive tasks Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Expense Tracking Monitor and record expenses such as purchases or charges incurred Online Giving Outlet for members and visitors to submit donations electronically Summary Reports Mobile Access Access software remotely via mobile devices Email Marketing Create and send email blasts/campaigns Customizable Forms Customize contracts and forms to collect specific information Customizable Branding Add customized logos and colors to align with company branding Historical Trend Analysis Review data from past periods to reveal recurring tendencies API Application programming interface that allows for integration with other systems/databases Recurring Giving Manage and track recurring gifts Customizable Fields Customize data fields to support various needs and use cases Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data For Nonprofits Software specialized for non-profit organizations Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Mobile Giving Ability to make a donation from a mobile device/app Customizable Reports Alter the layout and content of reports Event Ticketing Manage tickets for specific events Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Campaign Planning Plan and strategize marketing campaigns Access Controls/Permissions Define levels of authorization for access to specific files or systems Personalization Adjust communications based on previous interactions or personal preferences Credit Card Processing Accept and process credit card transactions Payment Processing Accept, record, and reconcile financial transactions Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Work Order Management Creating, assign, and track jobs and/or tasks for work orders Checklists An itemized to do list that can be edited as tasks are completed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Parts Management Track parts inventory levels and manage re-stocking Service History Track work performed and resources used for past customers, sites, or assets Residential Properties For residential properties Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices Dispatch Management Manage sending personnel and resources to a site as needed Task Scheduling Track and manage the scheduling of tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Technician Management Oversee technicians and track their assigned work orders Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Job Management Manage and track all job information and associated tasks Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Reporting Active reporting of data and metrics Commercial Properties Designed to serve commercial properties Real-Time Data Receive data and information in real time Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Inventory Management Track and manage inventory levels to maintain proper supply Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Routing Plan daily routes to optimize employee scheduling and provide directions Forms Management Store, manage and track all forms in a centralized location Chatbot AI-based platform which conducts a conversation via auditory or textual methods Documentation Management Manage product specific documents in a categorized order File Storage Store and access documents, forms, and photos in one centralized place Electronic Signature Digitally sign online documents Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Resource Allocation Assign available resources to various projects and tasks GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Quotes/Estimates Generate quotes or estimates for customers Scheduling Plan availability and assign specific time slots for tasks and resources CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Online Time Clock Track/log the amount of time employees worked per job using a timer Workforce Management A set of processes to optimize the productivity of its employees Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Price and Cost Calculations Calculate rule-based prices for a product/service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Equipment Tracking Track the location of specific equipment at all times Data Capture and Transfer Import, collect, and capture data from multiple sources Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Data Storage Securely stores data to prevent data loss or breaches Location Tracking Identify the physical location of an individual, asset, device, etc. Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Chat/Messaging Communicate using direct chat or messages within the system Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Electronic Payments Electronically collect payments for goods or services Customer History Access previous interactions or concerns to maintain customer relationships Inventory Control Monitor product stock levels Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Client Portal Private online space that lets businesses securely share documents and provide information access to clients Driver ETA Generate estimated arrival times for drivers to keep back office or customers informed Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Customer Management Store and organize information about customers and previous interactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Work Order Creation Create a new work order Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Recurring Appointments Schedule repeating appointments based on a duration of time Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Access Controls/Permissions Define levels of authorization for access to specific files or systems Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Donation Tracking Track and view detailed financial donation history made by contacts and members Data Import/Export Import and export data to and from software applications Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Task Scheduling Track and manage the scheduling of tasks Email Templates Pre-made examples and templates for emails API Application programming interface that allows for integration with other systems/databases For Nonprofits Software specialized for non-profit organizations Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Email Tracking Track delivered, received, and opened emails Interaction Tracking Track interaction history by documenting conversations for contacts Activity Tracking Track and document all activities across devices, networks, and other systems Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Campaign Planning Plan and strategize marketing campaigns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Mobile Access Access software remotely via mobile devices Campaign Segmentation Group campaigns by project, client, or campaign for better management. Customizable Forms Customize contracts and forms to collect specific information Electronic Payments Electronically collect payments for goods or services Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Web Forms Web form that allows users to enter data that is sent and processed for different reasons Barcode Recognition The ability to identify a barcode on or within an image or packaging Multi-Currency Manage and handle various international currencies Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Quotes/Estimates Generate quotes or estimates for customers API Application programming interface that allows for integration with other systems/databases Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Real-Time Reporting Active reporting of data and metrics Order Processing Send / receive, process, and execute orders Customizable Reports Alter the layout and content of reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Inventory Optimization Maintain and control the stock level of inventory Real-Time Data Receive data and information in real time Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Bills of Material Material list of manufacturing parts and associated costs Real-Time Analytics Analyze and gain insights into data in real-time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Show More ## Top-Rated Alternatives [ ![SAP Cloud ERP (SAP S/4HANA Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/edf2d15ffc689390deffd10a34a9fc03/sap-cloud-erp-sap-s-4hana-cloud.svg "SAP Cloud ERP (SAP S/4HANA Cloud)") SAP Cloud ERP (SAP S/4HANA Cloud) 4.4/5(1,061) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) [ ![Sage Intacct](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_14f9ce34aa0bb0f679b3f8e617a83f09/sage-intacct.jpg "Sage Intacct") Sage Intacct 4.3/5(4,410) ](https://www.g2.com/products/sage-intacct/reviews) [ ![Certinia Financial Management Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/0dd6ba751598afe1d4100180c8bc4acf/certinia-financial-management-cloud.svg "Certinia Financial Management Cloud") Certinia Financial Management Cloud 4/5(437) ](https://www.g2.com/products/certinia-financial-management-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/oracle-netsuite/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. [Checkout Process](/glossary/checkout-process-definition) The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow. [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. [Audit Trail](/glossary/audit-trail) Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more. [Supplier Management](/glossary/supplier-management-definition) Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits. [Purchase Order](/glossary/purchase-orders) A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits. [Intangible Products](/glossary/intangible-products-definition) Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. [Inventory Reporting](/glossary/inventory-reporting-definition) Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure. 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