[ ONLYOFF... Reviews ](https://www.g2.com/products/onlyoffice-workspace/reviews) [ ONLYOFF... Reviews ](https://www.g2.com/products/onlyoffice-workspace/reviews) # ONLYOFFICE Workspace Features ##### ## Platform (8) 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. Show More ##### ## Sales Force Automation (7) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 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. 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. Show More ##### ## Marketing Automation (4) 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 Show More ##### ## Customer Support (2) Case Management Tracks issues/help requests reported by customers through the resolution process. 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. Show More ##### ## Integration (6) 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. Sync Multiple Calendars The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar) Import Events Ability to import events from an existing account or another calendar Software Integrations Integrates an existing calendar with another software application, such as Microsoft Teams or Slack Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 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. Show More ##### ## Tasks (6) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Drag & Drop Users can move tasks and change dependencies using drag and drop. Show More ##### ## Projects (8) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Time & Expense Track time and expenses associated with projects or tasks. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Platform Basics (3) Slide Design Provides a variety of slide design tools, such as animations, icons and transitions. Presenter Tools Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations. Auto Save Provides an autosave option to prevent file loss. Show More ##### ## Platform Content (4) Charts Gives users a variety of chart and graph options that can be editied within the presentation. Template Library Provides users with a pre-built library of useable slide templates. Template Creator Allows users to customize their own templates. File Sharing Provides robust sharing options. Show More ##### ## Platform Additional Functionality (3) Messaging Contains in-application messaging abilities. Mobility Is accessible from a mobile device and by users on the go. Cloud Provides a cloud based version of the platform Show More ##### ## Calculating (2) Functions Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets. Auto Recalculation Recalculates values within cells automatically when function changes occur. Show More ##### ## Insights (2) Charts and Graphs Takes data and turns it into insightful visualizations in the form of charts, diagrams, graphs that are adjustable. Tables Lets users organize data into standard tables or pivot tables for additional mathematical insights. Show More ##### ## Editing (3) Templates Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts. Collaborative Editing Allows multiple users to work within the same spreadsheet and see edits in real-time. Filtering Allows users to filter data sets depending on what they want to see or hide. Show More ##### ## Functionality (4) Addons Lets users download and store addons that further expand the functionality and features within the spreadsheet. Multi Device Functionality Access spreadsheets with multiple devices such as mobile or desktop. Importing and Exporting Allows seamless importing and exporting features into other spreadsheet software or document creation software. Autosave Provides the ability to periodically saves a user's spreadsheet automatically. Show More ##### ## Applications (3) Basic applications Provides cloud or on-premise access to basic Office Suite applications such as document creation software, spreadsheets software, and presentation software. Suite access Requires either a subscription, one-time payment, or free access to the suite. Templates Offer pre-built or customizable templates within each application. Show More ##### ## Collaboration (5) Cloud collaboration Allow multiple users to collaborate within an application. Annotations Offer annotation and commenting tools within each application for collaborative communication. Simultaneously editing Users can work simultaneously on files. Multi-User Collaboration Allows multiple users to collaborate on a single document and see edits in real-time Real-Time Communication Allows users to communicate in real-time via chat and comments within the document Show More ##### ## Management (3) Web Interface Provides access to documents via a web interface. File Type Support Allows users to save files under a variety of file types, such as doc, xls, and PDF. Auto save Autosaves files for users automatically. Show More ##### ## Calendar View (2) Multi-Calendar View Ability to view multiple calendars at once from within a single window Customizable Viewing Provides customizable viewing options (e.g., day, week, month, year) Show More ##### ## Shared Calendar (2) Calendar Collaboration Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.) Multiple Calendar Management Ability to manage multiple calendars at a time Show More ##### ## Notifications (1) Customized Calendar Notifications Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email) Show More ##### ## Integrate & Embed (3) Calendar Integrates with calendars to link relevant documents for meetings or appointments Website Embeds live documents into websites Applications Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software Show More ##### ## Edit & Revise (3) Revision History Tracks changes made to documents and access all revision history Suggestion Mode When reviewing documents, provides suggestions that can be accepted or rejected by the document owner Document Editor Provides editing and proof-reading tools such as spell check and grammar check Show More ##### ## File Types (3) Export Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format Import Imports documents in multiple file formats for editing Web Publishing Transforms a document into a web page and publish to the internet Show More ##### ## Design (3) Graphics Ability to insert graphics, including photos, charts, drawings, graphs, etc. Templates Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc. Themes Offer various color themes which can be applied to the document Show More ##### ## Operating System (3) PC Operating System Supports Microsoft Windows operating system Mac Operating System Supports macOS operating system Linux Operating System Supports Linux operating system Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. Show More ##### ## Agentic AI - Project Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Calendar (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Office Suites (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Document Creation (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Employee Intranet (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Show More [ ![Human Interest](https://images.g2crowd.com/uploads/product/hd_favicon/3236f825932ac29c3b702632bfef0bb4/human-interest.svg "Human Interest") Sponsored Human Interest 4.3/5 (2,375) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Google Workspace](https://images.g2crowd.com/uploads/product/hd_favicon/16b55d7b1aa594a1a78d8ec91ebbca79/google-workspace.svg "Google Workspace") Google Workspace 4.6/5 (45,602) ](https://www.g2.com/products/google-workspace/reviews) [ ![Microsoft 365](https://images.g2crowd.com/uploads/product/hd_favicon/b00f1e973c18316a75f00ffdf40ae927/microsoft365.svg "Microsoft 365") Microsoft 365 4.6/5 (5,519) ](https://www.g2.com/products/microsoft365/reviews) [ ![MobiOffice](https://images.g2crowd.com/uploads/product/hd_favicon/6d9f5b0b75b9d63b54e647dd20da1c70/mobioffice.svg "MobiOffice") MobiOffice 4.5/5 (36) ](https://www.g2.com/products/mobioffice/reviews) [ View All Alternatives ](https://www.g2.com/products/onlyoffice-workspace/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Calendar View](/glossary/calendar-view-definition) What is calendar view and why is it important as a software feature? Read further to learn more about calendar view and how calendar software implements this feature. [Instant Messaging](/glossary/instant-messaging-definition) Business instant messaging software works as a communication platform for companies via a text-based messaging application. Learn how these products ease internal business communication among employees. [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. 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