Opal Features
Platform Basics (7)
-
Drag & Drop Scheduling
Ability to drag and drop projects and tasks within a marketing calendar.
-
Project and Task Lists Organization
Ability to organize recurring projects and tasks into standardized workflows.
-
Project Templates
Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.
-
Budgeting and Cost Estimation
Provides tracking for marketing campaign costs and the ability to allocate expenses to budgets.
-
Team Member Roles
Ability to assign team members specific roles on specific projects.
-
Automated Alerts and Notficiations
Ability to send automated alerts and notifications when projects have been updated and/or compelted.
To-Do List
A digital list of items that need to be completed
Content Planning (4)
-
Content Organization
Ability to organize content and manage approvals during the content creation process.
-
Task Assignment
Ability to assign content tasks to writers, designers, and editors.
-
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Task Scheduling
Track and manage the scheduling of tasks
Other Features (2)
-
Integrations
Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.
-
Reporting
Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.
Communication (2)
-
Chat
Provide live chat tools for instant messaging
-
Discussions
Ability to involve multiple users in public or private discussions
Content & Documents (4)
-
File Sharing
Documents can be shared between users and teams
-
Notes
User can share notes with colleagues or external users
-
Search
Help users find documents and other types of content
-
Versioning
Keep track of document versions and related changes
Controls (5)
-
Custom Views
Create personalized project views for collaboration
-
Followers
Allow users to follow tasks which are not assigned to them
-
User Management
Define and manage users access to documents and collaboration features
-
Calendars
Manage private and shared calendars and associated events
-
Public Sharing
Make project views available for the public.
Project Management (4)
-
Task Management
Include features to create, assign, and manage tasks.
-
Planning
Deliver project plans that can be customized by users.
-
Visibility
Provide visibility into collaborative processes accross the company
-
Integration
Provide integration with task management and project management software.
Remote Collaboration (3)
-
Alignment
Align remote employees with their colleagues and external users
-
Accountability
Define and track responsabilities for remote users
-
Connectivity
Allow users to connect to tools that they use remotely
Marketing Campaign Performance (7)
-
Activity Tracking
Ability to compare marketing plans to historical activity.
Project Tracking
Monitor the progress of projects from start to finish
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Status Tracking
Track the status over time for a request, process, asset, or transaction
Project Time Tracking
Measure time to completion or hours worked for projects
Task Progress Tracking
Track the status and progress of tasks
Generative AI (2)
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Project Collaboration (1)
Multi-step Planning
Ability to break down and plan multi-step processes
Agentic AI - Marketing Calendar (5)
Multi-step Planning
Ability to break down and plan multi-step processes
Task Planning
Project Planning
Organize and schedule projects
Media Planning
Identify advertising and promotional sources to be used in marketing efforts
Campaign Planning
Plan and strategize marketing campaigns
Agentic AI - Marketing Resource 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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Planning
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Campaign Planning
Plan and strategize marketing campaigns
Additional Functionality (83)
File Management
Create, save, and store files
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Updates
Receive system updates as soon as any changes are made
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Project Workflow
Create, manage, or update project workflows.
Prioritization
Arrange tasks based on the level of priority or urgency
Configurable Workflow
Configure existing workflows to meet your organization's needs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Management
Manage, store and organize emails within the system or via third-party apps
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Workflow Management
Create, design and manage workflows for repetitive tasks
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Customizable Reports
Alter the layout and content of reports
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Predictive Analytics
Predict future data based on historical data sets
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Planning Tools
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Calendar Management
Track and manage schedules and meetings via an integrated calendar
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
Presentation Tools
Share and present designs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Projections
Estimate or forecast of a future scenario based on the study of present trends
Budgeting/Forecasting
Create budgets based on historical data and future projections
Task Management
Create, manage and track all task activities and progression
Assignment Management
Assign issues and tasks based on availability or required skills
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
API
Application programming interface that allows for integration with other systems/databases
Metadata Management
Collect and maintain structured information that describes data or content
Real-Time Reporting
Active reporting of data and metrics
Commenting/Notes
Leave comments and notes on documents for others to view
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
Budgeting/Forecasting
Create budgets based on historical data and future projections
File Management
Create, save, and store files
Marketing Calendar
See past and upcoming campaigns and communications in a calendar view
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Status Tracking
Track the status over time for a request, process, asset, or transaction
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Customizable Reports
Alter the layout and content of reports
Version Control
Track revisions and updates made to files and navigate between different versions
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Document Storage
Store and organize documents in a centralized system
Task Scheduling
Track and manage the scheduling of tasks
Workflow Management
Create, design and manage workflows for repetitive tasks
Social Promotion
Market event via social media tools
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Analytics
Track and interpret campaign performance metrics
Dashboard Creation
Creation and customization of dashboards
Task Management
Create, manage and track all task activities and progression
Project Templates
Pre-designed project plans that can be customized
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Digital Asset Management
Manage digital assets
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Document Management
Store, manage, and track all electronic documents in a centralized location
Configurable Workflow
Configure existing workflows to meet your organization's needs
Expense Management
Plan, pay and track business related expenses.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Top-Rated Alternatives

