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.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

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.

Track, store, and access client contracts or licenses

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

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

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

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.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

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

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

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

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

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, save, and re-purpose templates for emails, forms, etc.

Predict future data based on historical data sets

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

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

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.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

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

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

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

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

Seamlessly integrates with 3rd party websites

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.

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

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

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

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.

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Users can move tasks and change dependencies using drag and drop.

Receive system updates as soon as any changes are made

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

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.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

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

Monitor the progress of projects from start to finish

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

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

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

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

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

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

Monitor resource allocation to identify shortages and adjust accordingly.

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

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

Provides a variety of slide design tools, such as animations, icons and transitions.

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.

Provides an autosave option to prevent file loss.

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.

Digitally share pre-made materials and self-created content with others

Centralized repository to store content and assets

Collection of images, videos and other digital content that can be used

Digitally share screen view with others

Contains in-application messaging abilities.

Is accessible from a mobile device and by users on the go.

Provides a cloud based version of the platform

Allows users to create conditional formatting rules with mathematical functions and calculate simple and complex data sets.

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.

Lets users organize data into standard tables or pivot tables for additional mathematical insights.

Lets users choose from a variety of spreadsheet templates with pre-made tables or pre-populated charts.

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.

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

Lets users download and store addons that further expand the functionality and features within the spreadsheet.

Access spreadsheets with multiple devices such as mobile or desktop.

Allows seamless importing and exporting features into other spreadsheet software or document creation software.

Provides the ability to periodically saves a user's spreadsheet automatically.

Provides cloud or on-premise access to basic Office Suite applications such as document creation software, spreadsheets software, and presentation software.

Requires either a subscription, one-time payment, or free access to the suite.

Offer pre-built or customizable templates within each application.

Allow multiple users to collaborate within an application.

Offer annotation and commenting tools within each application for collaborative communication.

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.

Allows users to save files under a variety of file types, such as doc, xls, and PDF.

Autosaves files for users automatically.

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

A list of events with their respective dates

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Schedule and manage the logistics of activities and other gatherings

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

Manage various aspects of appointments including booking, rescheduling, canceling

Manage attendance for classes, shifts, meetings, or events

Create, update, and manage bookings, itineraries, and reservations

Track the amount of time spent on a job or task

Create, manage and track all task activities and progression

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

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)

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

Notifications via mobile devices

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

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

Create proposals based on costs of labor and materials

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

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.

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

Presenter can see and hear participants and vice versa

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

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

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

Move files across different systems or networks

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

Notifications/alerts for upcoming events or tasks

Works across multiple software systems or databases

Notifications/alerts for upcoming events or tasks

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

Adjust communications based on previous interactions or personal preferences

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

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

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

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

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

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

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

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

Track interaction history by documenting conversations for contacts

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

Store and organize documents in a centralized system

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.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

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

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

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

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

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

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

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

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

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

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

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

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

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

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

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

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

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

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

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

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

Track and manage schedules and meetings via an integrated calendar

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

Create, manage, or update project workflows.

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

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

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

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

Customize data fields to support various needs and use cases

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

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

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

Enables creation, management, and tracking of product requirements & features during product production/development

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

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

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

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

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

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

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

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

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

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

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

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

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

Predict future data based on historical data sets

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

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

Diagram that depicts connections among nodes in a network

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

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

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

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Edit text as needed

Define levels of authorization for access to specific files or systems

Leave comments and notes on documents for others to view

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

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

Import or export content

Import and export data to and from software applications

Track employee/learner's progression through training programs

Supports audio files

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

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

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

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

Edit, touch up, and convert images for publishing

Edit offline

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

Input 3D objects

Convert data into a code for security

Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)

Supports various video file formats

Record audio and/or video

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

Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides.

Digital displays use technologies such as LCD, LED, projection and e-paper

Present offline

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

Access software remotely via mobile devices

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

Receive system updates as soon as any changes are made

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

Create playlists of content and media types & manage the distribution of those playlists to display screens

Connect with meeting participants remotely over video

Ability to insert animations/transitions

Create, save, and re-purpose templates for emails, forms, etc.

Add customized logos and colors to align with company branding

Allow the audience to interact or engage with the content

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

Stored list of contacts and groups

Schedule in-person or online classes

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

Reminders sent via email

Plan availability and assign specific time slots for tasks and resources

Alter the layout and content of reports

Active reporting of data and metrics

Define levels of authorization for access to specific files or systems

Send messages via SMS

Automatically create schedules based on business needs or employee availability and qualifications

Track and manage the scheduling of tasks

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

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

Track the attendance of specific individuals or groups

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

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

Add customized logos and colors to align with company branding

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

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Receive data and information in real time

Electronically collect payments for goods or services

Customize contracts and forms to collect specific information

Synchronize with other calendars to view mutual availability and schedules

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

Customize data fields to support various needs and use cases

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

A way to visually represent data where different categories of items are marked with different colors

Plan an event's time and location

Receive system updates as soon as any changes are made

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

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

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

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

Continuous profile-based stream of news and activity

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

Create, manage and track all task activities and progression

Online portal where employees can access and track their own information

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

Gauge satisfaction and receive information for improvement and success

Manage and support multiple languages

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

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

Integrates with Active Directory

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

An informational database that allows users to add, delete, or revise content

A list of events with their respective dates

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

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

Create, save, and store files

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

Create and design org charts that include an organization's structure information, contact information, illustrations, and more

Electronic storage of staff/employee contact information and job status in a centralized repository

Centralized storage for employee data, records, and performance metrics

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

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

Allows users to publish blogs on social site

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

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

Define levels of authorization for access to specific files or systems

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

Centralized repository to store content and assets

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

Private network of devices, such as a WAN or LAN, that is only accessible to authorized users and not the public

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

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

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

Communicate using direct chat or messages within the system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Process of familiarizing new employees with the company, their position, and responsibilities

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

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

Leave comments and notes on documents for others to view

Customize contracts and forms to collect specific information

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

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

Alter the layout and content of reports

Move files across different systems or networks

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

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

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

Manage and optimize formulas/recipes for specific requirements.

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

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

Create, design and manage workflows for repetitive tasks

Receive system updates as soon as any changes are made

A systematic and logical representation of numeric data in rows and columns

Ability to handle several projects simultaneously

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

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

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

Manage and support multiple languages

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

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

Search for specific words or phrases within a document or database

Graphical representation of data

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

Receive data and information in real time

Leave comments and notes on documents for others to view

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

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

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

Import and export data to and from software applications

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

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Define levels of authorization for access to specific files or systems

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

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

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

Perform various mathematical calculations using the data

Provides varying estimates based on different scenarios

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources