OnBoard Board Management Software Features

Provides templates for various meeting types.

Schedules and coordinates meetings between participants.

Creates agendas for meetings to follow.

Automatically records the minutes of a meeting, either via text or audio.

Allows participants to record notes on meeting proceedings.

Provides a malleable digital workspace for meeting participants to collaborate in.

Allows participants to share files or post them in a shared workspace.

Digitally share screen view with others

Create and share notes/annotations taken during meetings

Delegates tasks based on agreed upon action points.

Emails meeting participants with follow up questions, minutes, etc.

Provides data around meeting (length, agenda points covered, etc.)

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

Password-protect and/or stop new participants from joining online meetings

Monitors traffic and distribute resources and scales infrastructure workloads to match traffic.

Allows files and data to integrate directly into applications using APIs.

Provides scalable administrative controls over file transfer speeds.

Routing of static and dynamic content for faster delivery of desired files.

Supports accessability through differing operating systems and mobile devices

Protects data with within and as it leaves your secure or local network.

Provides the ability to extend the platform to include additional features and functionalities

Tools to visualize and analyze data.

Supports LDAP Protocol to enable access control and governance.

Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Management of rules, practices, and processes of a company

Contains tools to visalize data sets or workflows

Provides useful pre-defined data connections to important external systems and applications.

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

Provides multi-factor analysis on proposed routes

Provides a cloud based version of the platform

Analyze potential risks across the organization

Measure and assess the performance of investments

Although this is more university leaning for alumni management software, provide ability to organize fundraising events for the university for raising funds for certain causes.

Certain products may have the functionality to contain a career portal so that graduates may seek out job opportunities from graduated alumni and their companies.

Sometimes products have the ability to create a newsletter specifically for alumni that allows for the communication of stories, news and university information within the alumni group.

Online gateway through which members can access/update personal information

Although this is more university leaning for alumni management software, provide ability to organize fundraising events for the university for raising funds for certain causes.

Sometimes products have the ability to create a newsletter specifically for alumni that allows for the communication of stories, news and university information within the alumni group.

Certain products may have the functionality to contain a career portal so that graduates may seek out job opportunities from graduated alumni and their companies.

Ability for alumni admin to set up the software to fit the needs of the community. Customizable for preferred functionalities and specified levels of controls based on the user.

Provides analytics tools that reveal important business metrics and track progress.

Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems

Maintains records of alumnis who graduate from higher education institutions, as well as store contact information from alumni for general communication purposes.

Organizes events centered around networking and recruiting for graduating alumni and companies needing viable candidates.

Manages events that bring alumni from certain higher education institutions together for camaraderie and relationship building.

Possess abilities to communicate whether via email, social media groups, text, calls or mail within the alumni group so that events, fundraisers or career opportunities may be communicated.

In addition to having communication abilities, provides opportunities for alumnis to connect and organizes for special interest groups, sharing stories or sharing university spirit camaraderie.

Have the ability to organize donation collecting for universities or for alumni management groups from other college alumni.

Manages events that bring alumni from certain higher education institutions together for camaraderie and relationship building.

Possess abilities to communicate whether via email, social media groups, text, calls or mail within the alumni group so that events, fundraisers or career opportunities may be communicated.

In addition to having communication abilities, provides opportunities for alumnis to connect and organizes for special interest groups, sharing stories or sharing university spirit camaraderie.

Have the ability to organize donation collecting for universities or for alumni management groups from other college alumni.

Maintains records of alumnis who graduate from higher education institutions, as well as store contact information from alumni for general communication purposes.

Creates various opportunities to connect for recruiting purposes. For example: the creation of forums and discussion groups on certain industries, the ability to organize events centered around networking, and recruiting of graduating alumni by companies needing viable candidates.

Automates the process of scheduling meetings.

Enables users to create itemized agendas for meetings.

Allows users to record the meeting minutes within the application.

Enables users to prepare a board book with meeting materials, including managing file uploads and publishing selected materials.

Provides built-in voting functionality to streamline decision-making and approvals.

Gives users the ability to send polls, surveys, or questionnaires to board members.

Includes the ability to create and assign tasks to board members or committees.

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

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage schedules and meetings via an integrated calendar

Access event or meeting agenda online

Manage attendance for classes, shifts, meetings, or events

Manage a group of members established for coordinating plans, programs, or other initiatives

Create, manage and track all task activities and progression

Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.

Manage the process of evaluating documents or requests submitted for approval

Create, design and manage workflows for repetitive tasks

Create, save, and store files

Specify or track the date/time a project, task, etc., is due for completion

Plan an event's time and location

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

Provides cloud storage for documents and content in-app.

Enables board members to view and electronically sign documents.

Restrict access to confidential files or folders.

Allows board members to share notes or annotations with others.

Integrates video conferencing into the meeting workflow.

Maintains an archive of meeting materials.

Provides a single sign on functionality for users and works with different authentication applications.

Manages skills tracking for board members, helps users identify skills gaps, and informs recruitment and succession planning.

Allows for the creation and administration of board assessments.

Provides real-time insights into board members’ roles and term statuses.

Creates tailored questionnaires for directors and officers, featuring pre-filled answers, eSignatures, and attachments.

Integrates with popular storage and file-sharing tools including Google Drive, OneDrive, or DropBox

Integrates with popular email software, such as Microsoft Outlook or Google Workspace

Integrates with e-signature software such as Docusign or Adobe Acrobat

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

Securely stores data to prevent data loss or breaches

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

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.

Enables gift acknowledgment and letter and electronic communications with constituents.

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.

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.

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.

Analyzes effectiveness of an organization's various marketing activities

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

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

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Alter the layout and content of reports

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Schedule and manage the logistics of activities and other gatherings

Allows users to sign into the software using a single sign-on (SSO) application.

Saves login information like usernames and passwords for external applications.

Application also serves as an email client.

Applications can be viewed simultaneously within the unified workspace via split screen.

Provides a cross-application activity feed.

Offer a virtual assistant to guide users and recommend routine actions.

Generates reports based on security and/or productivity data.

Enables the creation of custom workflows to facilitate various processes.

Allows users to create multiple workspaces for different projects or teams.

Allows users to connect custom or in-house applications.

Allows users to generate text based on a text prompt.

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

Use AI to convert voice into text automatically

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Integrate with a third-party accounting system

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

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

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

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

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

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

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

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Monitors traffic and distribute resources and scales infrastructure workloads to match traffic.

Enhances file transfer speeds with scalable administrative controls and bandwidth optimization

Allows files and data to integrate directly into enterprise applications via APIs or connectors

Routes static and dynamic content to optimize delivery speed and ensure relevant file distribution

Protects data with within and as it leaves your secure or local network.

Provides accessibility across various operating systems and mobile platforms

Offers tools to visualize transfer data, audit logs, and performance metrics

Allows the platform to be extended with additional features, integrations, or custom workflows

Supports LDAP Protocol to enable access control and governance.

Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Identifies unusual file transfer activity or potential threats using machine learning

Recommends or enforces governance policies based on usage patterns and risk models

Anticipates network load and optimizes resource distribution based on historical patterns

Uses real-time network data to dynamically route transfers for optimal performance

Captures requirements for allocating and monitoring budgets across departments.

Defines how external funds, grants, and donor programs are tracked.

Captures requirements for AI-based risk scoring and fraud monitoring.

Maps out requisition-to-payment processes.

Defines KPIs for vendor scoring and risk assessment.

Requirements for using AI to evaluate bids and detect anomalies.

Helps plan recruitment, staffing, and training.

Defines payroll logic and compliance needs.

Captures how cases are logged, escalated, and resolved.

Defines requirements for public digital-first experiences.

Captures needs for automated citizen communication.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Creating, assign, and track jobs and/or tasks for work orders

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

Track and manage inventory levels to maintain proper supply

Create, manage and track all task activities and progression

Track and manage schedules and meetings via an integrated calendar

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Plan, manage, and track the financial activities of an individual or organization

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

Ability to record, store, update, and retrieve information

Track, store, and access client contracts or licenses

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

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

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

Defines lifecycle tracking for public assets.

Helps implement preventive asset management.

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

Requirements for tracking user activity.

Captures compliance rules and reporting formats.

Defines analytical reporting and dashboard needs.

Requirements for public-facing transparency datasets.

AI-powered forecasting for data-driven governance.

AI tool that analyzes risk based on user activity and patterns.

AI tool for forecasting equipment maintenance.

AI feature to analyze resumes, skills, and match them to positions.

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

Allows members to update profiles, renew membership, and manage their account online.

Stores and updates detailed member profiles and track membership status.

Automatically bill members and process recurring membership renewals.

Online portal through which end users can access the system, manage tasks, or obtain information

Supports creation and management of committees, special interest groups, and sub‑groups.

Creates, promotes, and manages event registration and attendance tracking.

Provides shared calendars and scheduling for meetings, conferences, and association activities.

Track products that are for sale at a reduced price or part of coupon promotions

Record, update and manage waiting lists

Design, communicate, and distribute incentives to perform a specific action

Schedule and manage the logistics of activities and other gatherings

Track and collect membership dues

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

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

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

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

Track, manage and store the applications of potential future members, customers or candidates

Manage, organize, and store contact information

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

Database of members to track personal information of individuals and families

Create and update newsletter content to increase engagement

Activities related to raising money for a specific cause

A list of events with their respective dates

Integrates with accounting and third‑party financial systems.

Sends segmented email campaigns and automated reminders to members.

Processes secure payments for dues, events, and other fees with invoicing.

Produces reports on engagement metrics like event attendance and communication effectiveness.

Seamlessly integrates with 3rd party websites

Enables students to submit applications and manages admissions workflows through a secure online interface.

Allows students to register for courses, view schedules, and optimize academic planning for each term.

Stores, updates, and shares official academic records, grades, and transcripts in a centralized system.

Evaluates academic progress against degree requirements and provide actionable alerts for students and advisors.

Manage information and/or provide updates regarding student financial aid

Schedule in-person or online classes

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

Organize and track educational activities

Manage all in-house operations of the school library

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

Track and manage schedules and meetings via an integrated calendar

Manage attendance for classes, shifts, meetings, or events

Allow staff users to manage and track disciplinary interactions with students and to view individual student's discipline records

Track and manage staff profiles, recruitment, schedules, productivity, career development and performance

Organize and track the physical movement of goods from one location to another

Creation, administration, and evaluation of assessments or tests

Plan and schedule lessons and maintain students' behavior in the classroom

Store, manage and track all forms in a centralized location

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

Map out the subjects that comprise courses of study

Overseeing housing processes, including room occupancy, roommate preferences, and maintenance management

Activities related to raising money for a specific cause

Tools that help educational institutions or fundraising organizations connect with alumni

Create lists of student grades, transcripts, class lists, course schedules, etc. to be shared with instructors and administration

Plan availability and assign specific time slots for tasks and resources

Automates tuition billing, payments, refunds, and student account tracking.

Provides comprehensive institutional financial reporting linked with student billing and aid.

Supports refund rules and automated payment plan functionality for student accounts.

Processes and manages financial aid applications, awards, disbursements, and compliance reporting.

Accept and process online payment transactions

Database of students to track personal information of individuals and families

Enables targeted communications and alerts to students for deadlines, holds, and institutional updates.

Provides students with secure access to their profile, academic data, and essential services.

Facilitates long‑term engagement with graduates and support for continuing education.

Equips advisors with tools to guide students on progress, career planning, and alerts for risk factors.

Online gateway through which parents and students can view material and communicate with teachers

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

Online portal through which end users can access the system, manage tasks, or obtain information

Allows stakeholders to generate reports or insights using conversational or natural language inputs.

Supports students with AI‑driven chat assistance for common tasks such as FAQs, registration help, and status checks.

Uses AI/ML to forecast enrollment trends and identify retention risks for proactive intervention.

Provides AI‑supported recommendations for course selection based on degree progress and historical data.

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

Software designed for higher education organizations

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

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

Add customized logos and colors to align with company branding

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

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

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

Alter the layout and content of reports

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Communicate using direct chat or messages within the system

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

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

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

Create, manage, and distribute student reports that document their academic progress and achievements

Automatically collect recurring fees or dues from members

Access the system via a mobile application

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

Determining value of properties/purchases to calculate tax

Create, manage, and send invoices or bills to customers

Issuance of valid permits to initiate projects or tasks

Ensure all properties are adhering to government and legal codes

Observe and track the demand, usage, progress or quality of a system, product, or user

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Receive system updates as soon as any changes are made

Graphical representation of data

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

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

Manage the process of evaluating documents or requests submitted for approval

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

Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Define levels of authorization for access to specific files or systems

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

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Intended to be used by governmental agencies

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

Centralized accounting record which tracks all financial transactions

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

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

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

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

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

Pre-made examples and templates for emails

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

Customize data fields to support various needs and use cases

Analyze and gain insights into data in real-time

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

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

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

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

Schedule and manage the logistics of activities and other gatherings

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

Accounts held by members of an organization

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

Database of members to track personal information of individuals and families

Reminders sent via email

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

Plan an event's time and location

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

Create and update newsletter content to increase engagement

Manage, organize, and store contact information

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

Manage contacts across multiple mailing lists

Designed for alumni organizations and associations

Accept and process credit card transactions

Import and export data to and from software applications

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

Manage tickets for specific events

Activities related to raising money for a specific cause

Electronically collect payments for goods or services

Create and send email blasts/campaigns

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

Ability to chat online in real time

Customize contracts and forms to collect specific information

A list of events with their respective dates

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

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

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

Add customized logos and colors to align with company branding

Define levels of authorization for access to specific files or systems

Edit, touch up, and convert images for publishing

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

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

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

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

Allow users to create, edit, and sort multiple notes

Assign issues and tasks based on availability or required skills

Track and manage the scheduling of tasks

The ability to create unique content

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

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

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Record and edit recorded audio and/or video

Tools that provide motivation and discipline to bolster productivity.

Share and present designs

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

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

Arrange tasks based on the level of priority or urgency

Create, manage and track all task activities and progression

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

Securely stores data to prevent data loss or breaches

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

A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc.

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

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

A digital list of items that need to be completed

Communicate using direct chat or messages within the system

Track and manage schedules and meetings via an integrated calendar

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

Import and export data to and from software applications

Allow multiple team members to edit and work on the same document

Supports video files

Tools to facilitate the production of information and promote efficiency

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Access software remotely via mobile devices

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

Add customized logos and colors to align with company branding

Communicate using direct chat or messages within the system

Online portal through which end users can access the system, manage tasks, or obtain information

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

Software designed for the healthcare industry

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

Data is backed up automatically to prevent data loss

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

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

Review and analyze existing information across documents

Comprehensive list that contains information and details of all the members associated with a particular organization or group

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

Connect with meeting participants remotely over video

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

A record of all activities within the system, including user access, changes made, etc.

Gauge satisfaction and receive information for improvement and success

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

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

Software specialized for non-profit organizations

Notifications received when important dates and deadlines are coming up

Manage the accounting and financial aspects of multiple locations or companies in a single location

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

Import and export data to and from software applications

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

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

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

Verify the identity of users/devices to enable secure access

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

Integrated automation system to allow enterprises to create new company holdings

A list of events with their respective dates

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

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

Access software remotely via mobile devices

Ability to chat online in real time

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

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

Upload or use pre-set virtual backgrounds during video meetings

Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.

Record live video calls to play later

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

Connect with meeting participants remotely over video

Define levels of authorization for access to specific files or systems

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

Process of managing, tracking, and communicating with individuals who are registered to attend an event

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

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

Sub-room created within virtual meeting/class

Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)

Track the status of discussed/agreed tasks

Add customized logos and colors to align with company branding

Highlight content and/or make notations about parts of content

High-definition audio and/or video capabilities

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

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

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

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

Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing

Allow users to create, edit, and sort multiple notes

Gauge satisfaction and receive information for improvement and success

Access event or meeting agenda online

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

Synchronize with other calendars to view mutual availability and schedules

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

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

Create, manage and track all task activities and progression

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

Establish requirements for testing to reduce risks

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Initiate collection and analysis of known risks

Manage budgeting and financial planning operations to control and eliminate debt

Assess and control risks associated with the credit process of each loan portfolio/account

Define and maintain business rules that determine workflow capabilities and criteria

Develop potential scenarios to identify risks and opportunities

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

Designed for Hedge Funds

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

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

Track and manage adherence to policies for any service, product, process, or supplier

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

Manage risk that occurs from systems failure or inadequate processes

Ability to handle large datasets

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

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

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

Identify and prevent suspicious activity

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

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

Adjust communications based on previous interactions or personal preferences

Add customized logos and colors to align with company branding

Reminders sent via email

Accounts held by members of an organization

Create and send email blasts/campaigns

Manage tickets for specific events

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

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

Alter the layout and content of reports

Store and organize documents in a centralized system

Accept and process credit card transactions

Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences

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

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

Customize contracts and forms to collect specific information

Pre-made examples and templates for emails

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

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

Comprehensive list that contains information and details of all the members associated with a particular organization or group

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

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Access the system via a mobile application

Gauge satisfaction and receive information for improvement and success

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

Accept, record, and reconcile financial transactions

Manage the enrollment and onboarding of all new members and accepted applications

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Registration process to become members by providing relevant information and agreeing to terms

Handle various types of membership based on groupings

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

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

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

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

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

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

Software specialized for non-profit organizations

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

Define levels of authorization for access to specific files or systems

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

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

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

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

Plan and strategize marketing campaigns

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

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

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

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

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons

Digitally sign online documents

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

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

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

Files and folders are updated in real-time when changes/edits are made

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

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

Create, manage and track all task activities and progression

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

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

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

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

Leave comments and notes on documents for others to view

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

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

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

Communicate using messages within the system

Add customized logos and colors to align with company branding

Securely stores data to prevent data loss or breaches

A record of all activities within the system, including user access, changes made, etc.

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

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

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

Track and manage schedules and meetings via an integrated calendar

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

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

Move files across different systems or networks

Create, design and manage workflows for repetitive tasks

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

Create, save, and store files

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

Data is backed up automatically to prevent data loss

Verify the identity of users/devices to enable secure access

Store and organize documents in a centralized system

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

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

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

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

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

Customize contracts and forms to collect specific information

Online portal where employees can access and track their own information

Add customized logos and colors to align with company branding

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

Store, modify, and track user accounts and access in a centralized directory

Protect sensitive data for digital privacy

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

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

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

Define levels of authorization for access to specific files or systems

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

Integrates with Active Directory

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

Create, manage and track all task activities and progression

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

Store, manage and track all forms in a centralized location

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

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

Create, design and manage workflows for repetitive tasks

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

Centralized repository to store content and assets

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

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

Securely stores data to prevent data loss or breaches

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

Online portal through which end users can access the system, manage tasks, or obtain information

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

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

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

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

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

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

Leave comments and notes on documents for others to view

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

Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation

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

Estimate or forecast of a future scenario based on the study of present trends

Arrange tasks based on the level of priority or urgency

Use your computer as a phone device to make calls over the internet

Monitor and track what your employees are doing

Move files across different systems or networks

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

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

Track and manage schedules and meetings via an integrated calendar

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

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

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

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

Create, design and manage workflows for repetitive tasks

Import and export data to and from software applications

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

Receive data and information in real time

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

Measure time to completion or hours worked for projects

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

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

Provide support to your customers and employees remotely over a shared network

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

Ability to chat online in real time

Presenter can see and hear participants and vice versa

Digitally sign online documents

Chat with your counterparts over the video in real time

Assign issues and tasks based on availability or required skills

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

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

Add customized logos and colors to align with company branding

Define levels of authorization for access to specific files or systems

Create, manage and track all task activities and progression

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

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

Connect with meeting participants remotely over video

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

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

Track and manage schedules and meetings via an integrated calendar

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

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

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

Manage, organize, and store contact information

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

Create, design and manage workflows for repetitive tasks

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

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

Calculate total itemized costs, including initial costs and any changes

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

Alter the layout and content of reports

Track and manage inventory levels to maintain proper supply

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

Software program that continuously adjusts its behavior based on observed data

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

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

Digitally sign online documents

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

Plan availability and assign specific time slots for tasks and resources

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

Connect with meeting participants remotely over video

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

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

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

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

Online portal through which end users can access the system, manage tasks, or obtain information

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

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

Creation, administration, and evaluation of assessments or tests

Access software remotely via mobile devices

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

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

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

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

Notifications via mobile devices

Record and playback video calls

Active reporting of data and metrics

Digitally share screen view with others

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

Presenter can see and hear participants and vice versa

Graphical representation of data

Identify and respond to unexpected problems or failures (ie. "negative events")

Create, manage and track all task activities and progression

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

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

Schedule predetermined or ad hoc maintenance services and labor requests

Notifications received when important dates and deadlines are coming up

Protect sensitive data for digital privacy

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

Move files across different systems or networks

Securely stores data to prevent data loss or breaches

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

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

Centralized database to track details of properties (including lease, tenant, and owner information)

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Organize and manage the accomplishments and development of employees or performance of applications or systems

Active monitoring of systems, applications, or networks

Specify or track the date/time a project, task, etc., is due for completion

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

Reminders sent via email

Manage and support multiple languages

Send messages via SMS

Create, save, and store files

A record of all activities within the system, including user access, changes made, etc.

Verify the identity of users/devices to enable secure access

Create, manage, and send invoices or bills to customers

Creating, assign, and track jobs and/or tasks for work orders

Gauge satisfaction and receive information for improvement and success

Issuance of valid permits to initiate projects or tasks

Determining value of properties/purchases to calculate tax

Issuance of valid licenses to initiate projects or tasks

Scheme and regulate the construction, modification, or use of land

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

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

Compliant with HIPAA, which sets standards for sensitive patient data protection

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

Plan, manage, and track the financial activities of an individual or organization

Track and manage the scheduling of tasks

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

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Track the status over time for a request, process, asset, or transaction

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

Manage attendance for classes, shifts, meetings, or events

Administration and control of evidence related to investigations/cases

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

Track, store, and access client contracts or licenses

Visualize locations on a map

Manage and track all disruptions and incidents

Create, manage, and track policies and procedures within an organization

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

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