Pimcore Features
Merchandising/Marketing (7)
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
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Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
Recommendations / Personalization
Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc
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Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Shopping Cart Abandonment
Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.
Product Reviews
Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products
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SEO
Provides tools to drive traffic to pages via organic search
Product Catalog (5)
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Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site.
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Product Configuration
Ability to all users select options to configure the product or select product options. For example, color, size, etc.
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Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
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Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Process (18)
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Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Tax Display and Processing
Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.
Payment Processing
Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.
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Order Management
Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
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Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
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Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Returns Management
Track and facilitate returns of products sold
Order Processing
Send / receive, process, and execute orders
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Purchase Order Management
Create, send, and track purchase orders and their statuses
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Special Order Management
Manage special order requested by a customer
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Credit Card Processing
Accept and process credit card transactions
Multi-Channel Support (11)
Omnichannel
Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.
Mobile
Features that enable customers to easily to shop for products using a mobile device.
Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
3rd-Party Store Integration
Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels
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B2B
Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
Multi-Store
Manage multiple teams and operations from a central location
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Commerce
Platform (41)
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APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
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Customization
Product provides tools to customize web store front, business process, etc. to meet unique business needs.
Integrations to Add-on Tools
Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.
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User Management
Enables customers to update their own user information, settings and preferences.
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Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements
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Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
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Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
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Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
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Test-to-Product Migration
Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site
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Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
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Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions.
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Performance and Reliability
Software performs well and runs with minimal unscheduled downtime
Mobile Access
Access software remotely via mobile devices
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Shipping Management
Manage and track orders being shipped to customers
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Website Management
Built-in website builder or integration with third-party site
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Reviews Management
Track and monitor reviews of products or services
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Management
Store and organize information about customers and previous interactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Security
Protect sensitive data for digital privacy
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User Community
The system has a large and interactive community of users.
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SEO
Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO.
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Flexible Navigation Structures
Able to build out different and multiple taxonomies to store and index content.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Enterprise Scalability
Provides features to allow scaling for large organizations or an expansive web presence.
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Internationalization
Enables users to view and interact with the same content in multiple languages.
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Dashboards and Reports
Access pre-built and custom reports and dashboards.
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API
Application programming interface that allows for integration with other systems/databases
Interface and Performance (6)
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Import/Export
Import and export large media files or folders into or from the database quickly and efficiently.
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Organizational Interface
Navigating media collections is logical and elegant with visual file hierarchies and customizable thumbnail/filename display.
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Search
Able to search and filter assets by keywords and metadata.
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File Preview
Able to easily preview large image files and video storyboards.
Analytics
Provides insights into the performance of digital content across its entire lifecycle.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Asset Management (8)
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File Types
Software supports a wide range of file types.
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Metadata
Automatically adds descriptive metadata like file size and upload date, can extract XMP, IPTC and EXIF metadata, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
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File Transformation
Automatically or manually convert files into different sizes or file types within the DAM system.
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Versioning
Keep track of incrementally changing versions of the same asset.
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Expiration
Automatically archive, delete, or revoke access to assets that have reached the end of their life cycle.
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Watermark
Apply visual watermarks to images and video.
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Digital Rights Management
Manage the licensing and copyright information for assets within the DAM system.
Brand Guidelines
Houses an organization's brand guidelines in a centralized location within the digital asset management platform
Media Types (3)
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Video
The software is optimized to load, preview, search and edit video media files.
Audio
The software is optimized to load, preview, search and edit audio media files.
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Images
The software is optimized to load, preview, search and edit image media files.
Administration (13)
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Workflow Management
Create rules that automate processes, such as converting into certain file types or routing projects to certain users for review and approval.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Brand Portal
Publish media or media collections to your website or share externally via temporary hyperlink.
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Integration with Creative Software
Allow creatives to access, edit and upload assets in the DAM system directly from design or photo/audio/video editing software.
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Integration with Marketing Software
Integrate digital assets automatically into marketing workflows and marketing technologies like web content management and e-commerce software.
CMS Integration
Integration with content management software
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Metadata Management
Collect and maintain structured information that describes data or content
Video Management
Store and manage online video content
File Management
Create, save, and store files
Configurable Workflow
Configure existing workflows to meet your organization's needs
Content (16)
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Content Authoring
Drafting and publishing content is intuitive and non-technical.
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Rich Text Editor
Formatting content is straight-forward and painless.
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Versioning
Keep track of incrementally changing versions of the same content.
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Plug-ins/Widgets/Apps
Available gadgets and modules suit the needs of your site and are easily incorperated onto the page.
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Approval Process
Can easily institute an approval routing process between authors and editors.
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Content Scheduling
Easily schedule content to be published at a certain time and in a certain order.
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Asset Management
System allows the storage and management of rich media files.
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Internal Search
Able to search your content based on keyword, metadata, tags, etc.
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Content Repository
Content--both published and yet-to-be published--can be intuitively managed, edited, tagged, approved, and stored.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Forms Management
Store, manage and track all forms in a centralized location
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Audio Editor
Visual GUI that allows users to manage audio tracks, instruments, filters, etc.
Design (4)
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Breadth of Pre-Built Templates
The software provides a wide breadth of free or purchasable site templates that are attractive and suited to your webpages' needs.
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Mobile
Effective mobile templates are available and easily customizable.
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Branding/Themes
Consistent design elements across sites (including personalized brand components) unites webpages into a coherent online presence.
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Customization
The visual appearance of webpages can be easily customized to fit your site’s needs.
Analytics (15)
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior.
Reports & Dashboards
Create reports and dashboards to analyze results of campaigns.
Personalization
Streamlines personalization by integrating customer data repositories into systems that deliver content.
Marketing Automation
Handles broad-reaching marketing orchestration by pulling customer data from CRMs and other data repositories to deliver content across multiple channels.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Compliance
Monitor compliance with regulations, internal policies, and identify violations such as MAP (Minimum Advertised Price).
KPIs
Include KPIs to track the performance of the product content and data, such as ROI of product data.
Performance
Identify the most performant content and the types of content that can be improved or eliminated.
Data Mapping
Track the management and flow of data throughout the organization
Personalization
Offers built-in personalization tools to tailor content to users.
Content Performance
Offers content performance analytics.
Interactive Content
Allow the audience to interact or engage with the content
Content Management (13)
Customizable Templated Workflows
Suggested workflows that can be adopted as is or adapted to fit business needs.
Asset Management
System allows the storage and management of rich media files.
Portals and Sites
Able to create user portals and sites.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Metadata Management
Collect and maintain structured information that describes data or content
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audio File Management
Supports audio files
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
Document Management
Store, manage, and track all electronic documents in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Design & Development (2)
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Self-Service Capabilities
Customers have a route to update account details, payments and information themselves.
Data Sourcing (7)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message.
Email Marketing
Create and send email blasts/campaigns
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Real-Time Data
Receive data and information in real time
Intelligence (3)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine
Uses artificial intelligence to provide suggestions based on desired outcomes.
Data Management (7)
Collection
Collects and consolidates product data from multiple sources like software and documents.
Cleansing
Provides features to clean product data to void duplicate information and inconsistencies.
Classification
Allows users to classify product data and content using standard or custom taxonomies.
Access Rights
Define which users have access to the different modules of the software and how.
Versioning
Track versions of documents and digital files and maintain an audit trail of the changes.
Publication
Approval processes to make product data and documents available internally and externally.
Digital Assets
Maintain a repository of digital files such as documents, videos, or 3D visualizations.
Optimization (5)
Data Quality
Monitor the quality of the product information to ensure it's not outdated or inaccurate.
Workflows
Deliver workflows to define what type of product information needs to be optimized, by whom, and when.
Localization
Provide localized product information such as description in multiple languages and prices in multiple currencies.
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Publishing (3)
Automated Publishing
Automatically publishes content at a time set by users.
Multi-language
Can support content being viewed in multiple languages.
AR/VR Capability
Capable of deploying content to AR and/or VR platforms.
Development (18)
Image Management
Provides limited digital asset management.
Reuseable Content
Uses XML-based content structuring to support reuse of content pieces.
Unlimited Environments
Provides unlimited environments to develop projects.
Form Builder
Provides a built-in form builder.
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Customizable Forms
Customize contracts and forms to collect specific information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Website Management
Built-in website builder or integration with third-party site
Document Management
Store, manage, and track all electronic documents in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Integrated Development Environment
An application for source code editing, compiling, and debugging
File Management
Create, save, and store files
Functionality (8)
Data visualisation
Creates a visual map of the data from the source to the target database for the user to see.
Data transformation
Transforms the data into the appropriate format before being transferred.
Data migration
Moves the data from one database to another.
Process various formats
The software can process numerous type of data and formats.
No-code functionality
The software can create the data map with no use of code. This is typically done via drag-and-drop.
Data manipulation
Allows the data to be merged or executed before being mapped and transformed.
Analytics
Offers built-in analytics functionality.
Reporting
Offers reporting functionality.
Management (10)
Hierarchy Management
Captures and manages data hierarchy and definitions.
Reference Data Management
Helps integrate external and internal reference data such as industry codes, entity identifiers, country codes etc used to categorize information across systems.
Data Lineage
Helps understand the origination and route of data along with the transformations happening across various domains.
Metadata Management
Provides context and information for data assets stored across domains and ensures adherence to established policies and processes.
Real-Time Data
Receive data and information in real time
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Management
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Functionality (5)
Multi-Domain
Centralizes the management of multiple domains of master data which includes product, customer, vendor, asset, location and pricing.
Match & Merge
Matches master data records and merges them into a single accurate record across source systems.
Relationship Mapping
Shows relationships between records and entries, defined in a repository model.
User Interface
Provides a simple customizable design environment to develop custom UIs using simple drag and drop actions.
Data Mapping
Track the management and flow of data throughout the organization
Security (2)
Data Governance
Encompasses of policies, principles and qualities to promote access to accurate and certified master data.
Data Masking
Helps mask or hide critical information to prevent unauthorized access.
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform
REST APIs
Provide APIs that allow for interaction with RESTful web services
Data Orchestration
Capture and manage data from multiple sources and syncronize it with the front end and back end
Customization
Allows developers to customize the platform using multiple programming languages
Extensibility
Include prebuilt integrations with multiple systems such as ERP and CRM
Generative AI (3)
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Web Content Management (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Digital Asset Management (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Headless CMS (2)
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Digital Experience Platforms (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Agentic AI - E-Commerce Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Accounting Integration
Integrate with a third-party accounting system
Additional Functionality (292)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Image Editing
Edit, touch up, and convert images for publishing
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Content Publishing Options
Facilitates online authoring and publishing of the content
Text Editing
Edit text as needed
Access Control
Regulate who can view information within the system
Website Accessibility Tools
Tools that fix/remediate issues or optimize site elements to improve accessibility for visitors with disabilities or unique needs
Content Delivery
Distributing content through various platforms or channels
Content Personalization
Personalize delivered content based on characteristics, preferences, behavior or other data across the network
Configurable Workflow
Configure existing workflows to meet your organization's needs
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Video Editing
Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Activity Monitoring
Track and report on everything that happens within the system or network
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reordering
Accept and track repeat orders
Bulk Ordering
Accept and track orders with multiple items
Multi-Currency
Manage and handle various international currencies
Customer Accounts
Record customer information, purchase history, and other notes
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Shopping Cart
Checkout of online store
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Order Tracking
Track orders throughout the fulfillment process
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Templates
Sample files or documents that could be customized as needed or used as is
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Kitting
Group and package individual but related items as one package set
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
For Small Businesses
Designed for small businesses
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms
Customize contracts and forms to collect specific information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
File Conversion
Convert files to a different format
Mobile App
Access the system via a mobile application
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Asset Sharing
Share access to files and assets with individuals
Automatic Transcription
Use AI to convert voice into text automatically
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Asset Library
Collection of all assets in the system
Video Support
Supports various video file formats
File Transfer
Move files across different systems or networks
Asset Categorization
Organize assets into folders and subfolders or tag assets based on a custom file hierarchy
Image Recognition
Ability of software to identify an image among other data
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
Commenting/Notes
Leave comments and notes on documents for others to view
Natural Language Processing
Process and analyze human language in text or audio form
Document Storage
Store and organize documents in a centralized system
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Image Library
Store and manage images
A/B Testing
Provides built-in A/B testing for content.
Full Text Search
Search for specific words or phrases within a document or database
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Content Publishing Options
Facilitates online authoring and publishing of the content
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Image Editing
Edit, touch up, and convert images for publishing
API
Application programming interface that allows for integration with other systems/databases
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Text Editing
Edit text as needed
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Scheduling
Plan availability and assign specific time slots for tasks and resources
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Single Sign On
Allow users to access multiple services after entering their login credentials once
Configurable Workflow
Configure existing workflows to meet your organization's needs
Categorization/Grouping
Organize and group data or items based on various criteria
Preview Functionality
Preview materials before finalizing projects
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
For Marketers
For the intention to be used by marketing teams
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Filtering
Find & retrieve relevant data or documents
For Developers
For the intention to be used by developers
Website Analytics
Track and analyze information regarding website visitors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Historical Reporting
Information, data and reports that are being tracked over time
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Marketing
Create and send email blasts/campaigns
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
Multi-Location
Manage and support multiple locations
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Multi-Currency
Manage and handle various international currencies
Shopping Cart
Checkout of online store
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer Accounts
Record customer information, purchase history, and other notes
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Secure Login
At least a username and password is required to access the system
Document Review
Review and analyze existing information across documents
Content Delivery
Distributing content through various platforms or channels
Customizable Branding
Add customized logos and colors to align with company branding
Secure Data Storage
Securely stores data to prevent data loss or breaches
Document Storage
Store and organize documents in a centralized system
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Documentation Management
Manage product specific documents in a categorized order
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Content Library
Centralized repository to store content and assets
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Categorization/Grouping
Organize and group data or items based on various criteria
Activity Tracking
Track and document all activities across devices, networks, and other systems
Content Creation
The ability to create unique content
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Storage Management
Manage and store data in a database
Version Control
Track revisions and updates made to files and navigate between different versions
Master Record Management
Build a master repository to store entire business data in a categorized fashion
Multimedia Support
Supports various file formats
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Data Modeling
Conceptual model of how data items relate to each other
Online Catalog
An online catalog of inventory that customers can view
API
Application programming interface that allows for integration with other systems/databases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Image Library
Store and manage images
Customizable Branding
Add customized logos and colors to align with company branding
Metadata Management
Collect and maintain structured information that describes data or content
Filtering
Find & retrieve relevant data or documents
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Customizable Categories
Quality Control
Ensure that quality requirements and standards are met across production processes
Product Catalog
Present a catalog of inventory that customers can view
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
File Management
Create, save, and store files
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Video Management
Store and manage online video content
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Multi-Language
Manage and support multiple languages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multiple Data Sources
Allows users to manage data from a number of sources
Data Migration
Move from one database to another, or upgrade the version of database software being used
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Connectors
Connect to big data sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Deduplication
Data compression technique for eliminating duplicate copies of repeating data
Visualization
Graphical representation of data or processes
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Data Import/Export
Import and export data to and from software applications
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.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Visualization
Graphical representation of data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Version Control
Track revisions and updates made to files and navigate between different versions
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Contact Management
Manage, organize, and store contact information
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Lead Generation
Manage the process of attracting and converting business prospects into leads
Data Integration
Combining data from different sources and providing a unified view
Customer Activity Tracking
A report showing what actions customers perform
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Capture
Automatically identify and save contact information of potential customers
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Personalization
Adjust communications based on previous interactions or personal preferences
Campaign Planning
Plan and strategize marketing campaigns
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Behavioral Analytics
Track and analyse user behavior within a system or network
Email Tracking
Track delivered, received, and opened emails
Campaign Analytics
Track and interpret campaign performance metrics
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customer Profiles
Record customer information, purchase history, and other notes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multiple Data Sources
Allows users to manage data from a number of sources
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Technology Glossary Features
View definitions of the features and discover new technology terms.
Versioning is the process of assigning unique names or identifiers to manage multiple versions of software. Learn more about versioning, types of versioning schemes, and best practices to follow during a software release.
Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched.
Digital rights management plays a crucial role in fighting piracy and protecting copyrighted digital media. Learn more about digital rights management, digital rights management software, and how G2 can help you make the best decision for your business.
The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.


