ONLYOFFICE Workspace Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

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.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

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.

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.

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.

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.

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.

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.

Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process.

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.

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

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

Ability to import events from an existing account or another calendar

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

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

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.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

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

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.

Based on 12 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Based on 11 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.

Based on 12 ONLYOFFICE Workspace reviews. Each user can view their list of tasks to be completed without having access to other tasks.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.

Based on 12 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Based on 10 ONLYOFFICE Workspace reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).

Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects.

Track time and expenses associated with projects or tasks.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Deliver dashboards that display project data and KPIs in real time.

Provides a variety of slide design tools, such as animations, icons and transitions. This feature was mentioned in 10 ONLYOFFICE Workspace reviews.

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. This feature was mentioned in 11 ONLYOFFICE Workspace reviews.

Provides an autosave option to prevent file loss. 12 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

As reported in 11 ONLYOFFICE Workspace reviews. Gives users a variety of chart and graph options that can be editied within the presentation.

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

Allows users to customize their own templates.

Based on 12 ONLYOFFICE Workspace reviews. Provides robust sharing options.

Contains in-application messaging abilities.

Is accessible from a mobile device and by users on the go. This feature was mentioned in 10 ONLYOFFICE Workspace reviews.

Provides a cloud based version of the platform 12 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets. This feature was mentioned in 17 ONLYOFFICE Workspace reviews.

As reported in 17 ONLYOFFICE Workspace reviews. Recalculates values within cells automatically when function changes occur.

Takes data and turns it into insightful visualizations in the form of charts, diagrams, graphs that are adjustable. This feature was mentioned in 17 ONLYOFFICE Workspace reviews.

Based on 17 ONLYOFFICE Workspace reviews. Lets users organize data into standard tables or pivot tables for additional mathematical insights.

Based on 17 ONLYOFFICE Workspace reviews. Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts.

Based on 16 ONLYOFFICE Workspace reviews. Allows multiple users to work within the same spreadsheet and see edits in real-time.

Allows users to filter data sets depending on what they want to see or hide. 16 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

Lets users download and store addons that further expand the functionality and features within the spreadsheet. 13 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

Access spreadsheets with multiple devices such as mobile or desktop. This feature was mentioned in 17 ONLYOFFICE Workspace reviews.

Based on 17 ONLYOFFICE Workspace reviews. Allows seamless importing and exporting features into other spreadsheet software or document creation software.

Based on 18 ONLYOFFICE Workspace reviews. Provides the ability to periodically saves a user's spreadsheet automatically.

As reported in 21 ONLYOFFICE Workspace reviews. Provides cloud or on-premise access to basic Office Suite applications such as document creation software, spreadsheets software, and presentation software.

As reported in 19 ONLYOFFICE Workspace reviews. Requires either a subscription, one-time payment, or free access to the suite.

Offer pre-built or customizable templates within each application. 19 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

Allow multiple users to collaborate within an application. This feature was mentioned in 19 ONLYOFFICE Workspace reviews.

Offer annotation and commenting tools within each application for collaborative communication. 20 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

Based on 19 ONLYOFFICE Workspace reviews. Users can work simultaneously on files.

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

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

Provides access to documents via a web interface. This feature was mentioned in 21 ONLYOFFICE Workspace reviews.

As reported in 21 ONLYOFFICE Workspace reviews. Allows users to save files under a variety of file types, such as doc, xls, and PDF.

Autosaves files for users automatically. 21 reviewers of ONLYOFFICE Workspace have provided feedback on this feature.

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

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

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

Ability to manage multiple calendars at a time

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)

Integrates with calendars to link relevant documents for meetings or appointments

Embeds live documents into websites

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

Tracks changes made to documents and access all revision history

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

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

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

Imports documents in multiple file formats for editing

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

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

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

Offer various color themes which can be applied to the document

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Allows users to generate text based on a text prompt.

Converts images into a textual description, identifying key elements.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

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

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience