SCAYLE Commerce Engine 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
Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
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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
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
SEO
Provides tools to drive traffic to pages via organic search
Product Catalog (5)
Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site.
Product Configuration
Ability to all users select options to configure the product or select product options. For example, color, size, etc.
Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
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)
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.
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.
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
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
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 (40)
APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
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.
User Management
Enables customers to update their own user information, settings and preferences.
Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements
Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
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
Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions.
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
Regulation Compliance
Ensures product listing and order fulfillment complies with online retail regulation
Multichannel Publishing
Publishes products and services to desired channels
Accounting Reports
Reconciles orders, sales, and settlements across multiple channels
Marketplace Integration
Integrates with third-party online marketplaces
Sales Reports
Reports specific to sales analysis for trends and strategies
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Operations (3)
Optimized Business Operations
Optimizes business operations across multiple channels
Data Synchronization
Creates a single data repository of inventory and customer information
Real-Time Data
Receive data and information in real time
Inventory (5)
Order Fulfillment
Streamlines order fulfillment and processing
Catalog Management
Optimizes product copy, images, and information
Product Intelligence
Monitors and updates product/inventory data, pricing, and availability to stay up-to-date
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Processing (11)
Internationalization
Allows products or services to be sold internationally
Purchase Order Management
Create, send, and track purchase orders and their statuses
Scan and Ship
Scans products or services before shipping to ensure accuracy
Returns Management
Track and facilitate returns of products sold
Shipping Management
Manage and track orders being shipped to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Website Management
Built-in website builder or integration with third-party site
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
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
Analytics (6)
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
Reports & Analytics
The ability to analyze and visually represent relevant data collected from an e-commerce store and e-merchandising tool.
Customer Data
Data collected from customers that can be used to better refine merchandising efforts to entice similar customers.
Merchandising (5)
Product Recommendations
Products recommended to customers based on their purchasing or viewing history.
Product Search
A search function to help customers easily find products in an online store.
Product Display
Tools to optimize how product images are represented on the site.
Media File Storage
Tools to store and organize product images, videos, and 3D renderings.
Web Content Management
Tools to optimize and organize product descriptions and other content published to an online store.
Administration (18)
Integrations
The ability to integrate with a variety of e-commerce software in order to share data and functionality.
Dashboard
A means to display relevant reports and other data in one, easily accessible place.
Reporting
Creating reports and presenting sales, inventory, and customer information provided by data collected by the software.
Cart Management
The ability for customers to add and remove multiple products before purchase.
Shipping Information Collection
The ability to collect shipping information in order to fascilitate order fulfillment.
Inventory Management
Track and manage inventory levels to maintain proper supply
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Gift Card Management
Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus
Refund Management
Oversee the process of issuing refunds
Returns Management
Track and facilitate returns of products sold
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Integrations (6)
Payment Gateway Integration
Integration with a payment gateway in order to fascilitate collecting payment.
E-commerce Platform Integration
Integration with e-commerce platforms in order to create a seamless shopping experience.
Email Integration
Integration with email tools in order to easily send confirmation emails and other communication pertaining to a customer's order.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Shipping Services Integration
Integrates with shipping services
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Cart Management (5)
Multi Cart
Ability to create multiple shopping carts on the same platform
Products
Allows users to add and remove products and details such as price or item description
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Embed
Shopping cards can be easily added to any type of website
Email Templates
Pre-made examples and templates for emails
Order Entry (5)
Entry
Enter and convert orders and quotes
Register
Register received orders in the system
Notifications
Provide real-time notifications and status updates
Order Entry
Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries
Remote Order Entry
The ability to enter orders from a remote location such as a computer, mobile, or tablet.
Order Tracking (6)
Shipping
Verify shipping preferences
Tracking
Track orders and their statuses as they move along the supply chain
Backorder
Manage orders for products that are unavailable due to inventory shortage
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Tracking
Track orders throughout the fulfillment process
Purchase Order Management
Create, send, and track purchase orders and their statuses
Inventory Management (3)
Stock Levels
Maintain visual on stock levels
Flow Of Goods
Track available inventory and manage flow of goods to/from warehouses
Reserving Goods
Reserve goods that have been added to cart and update stock levels
Customer Management (6)
Order Status
Track status of orders from shipment to delivery
Information Access
Provide customers access to their information in order to answer FAQs
Email Notifications
Automatically send emails using certain triggers to notify customer service of issues
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recurring Orders
Managing orders that a customer purchases repeatedly and regularly
Subscription Management (5)
Payment Data
Store payment data and customer information
Payment Gateway
Support and/or integrate with a payment gateway(s)
Billing
Automate billing and contracts
Automatic Payments
Accomidate automatic payments from various payment methods
Real-Time Data
Receive data and information in real time
Order Management (4)
Opportunities
Manage open opportunities for new or existing customers.
Order History
Track all open and closed orders by customer, or by product and plan.
Upsell & Cross-sell
Identify opportunities to upsell and cross sell based on product usage.
Renewals
Plans can be renewed automatically or manually, when changes are required.
Products & Plans (7)
Packages
Track the financial performance of various types of packages.
Multi-part Deals
Create deals that combine multiple products and plans, with differrent pricing
Plan Changes
Monitor plan changes such as upgrades and downgrades, or cancellations.
Bundles
Ability to group standard plans and products to create bundles
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Pricing (3)
Standard Price
Assign standard monthly and yearly prices to products, plans, and packages
Discounts
Define standard and custom discounts that can be applied to one or more products and plans
Optimization
Analyze pricing data to identify opportunities to improve prices.
Revenue Management (5)
Automation
Ability to create and send invoices automatically at predefined or custom frequencies.
Consolidation
Consolidate invoices so customers can make one payment for multiple bills.
Adjustments
Adjust invoices to handle exceptions and correct errors.
Billing Types
Provide the option to combine recurring, one-time, and usage based billing
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Integration (3)
Payments
Integrate with payment processing software and payment gateways.
Accounting
Integrate with financial management systems such as accounting and ERP.
CRM & Sales
Integrate with software that manages customers, sales, and marekting.
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 - Subscription Management (8)
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
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
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
Agentic AI - Order Management (2)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (227)
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.
Multi-Location
Manage and support multiple locations
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Shipping Management
Manage and track orders being shipped to customers
Assignment Management
Assign issues and tasks based on availability or required skills
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Delivery Management
Manage order deliveries until they are received by the customers
Real-Time Updates
Receive system updates as soon as any changes are made
Returns Management
Track and facilitate returns of products sold
Label Printing
Process of printing custom labels through various methods.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Inventory Management
Track and manage inventory levels to maintain proper supply
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
For eCommerce
Intended to be used by online stores
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Supplier Management
Manage all supplier data and operations
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Order Routing
Set up routing rules that connect sales channels with warehouses to minimize order processing time
Promotion Optimization
Assess and optimize pricing markdowns, special offers, or other promos
API
Application programming interface that allows for integration with other systems/databases
Multi-Currency
Manage and handle various international currencies
Shipping Labels
Generate or print labels that contain shipping information for packages
Customer Management
Store and organize information about customers and previous interactions
Order Processing
Send / receive, process, and execute orders
Exchange Management
Enable the process of exchanging one item for another
Customizable Branding
Add customized logos and colors to align with company branding
Special Order Management
Manage special order requested by a customer
Forecasting
Form predictions based on past and present data/trends
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Cancellation Management
Allow customers to cancel their subscription remotely.
Real-Time Data
Receive data and information in real time
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Summary Reports
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Profiles
Record customer information, purchase history, and other notes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
API
Application programming interface that allows for integration with other systems/databases
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Data Import/Export
Import and export data to and from software applications
Product Catalog
Present a catalog of inventory that customers can view
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Branding
Add customized logos and colors to align with company branding
Billing Rate Management
Setting up the amount/charge for per hour of work by a company or professional
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Multi-Currency
Manage and handle various international currencies
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Subscription Plan Management
Manage the subscription plans of all active members
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Customer Accounts
Record customer information, purchase history, and other notes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Accounts
Record customer information, purchase history, and other notes
Shipping Labels
Generate or print labels that contain shipping information for packages
Electronic Payments
Electronically collect payments for goods or services
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Email Marketing
Create and send email blasts/campaigns
Mobile Commerce
Real-Time Updates
Receive system updates as soon as any changes are made
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Shopping Cart
Checkout of online store
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inventory Replenishment
Track stock count levels to manage product reordering
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Location
Manage and support multiple locations
Multi-Currency
Manage and handle various international currencies
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
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 & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Mobile Access
Access software remotely via mobile devices
API
Application programming interface that allows for integration with other systems/databases
Customizable Branding
Add customized logos and colors to align with company branding
Multi-Language
Manage and support multiple languages
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Multi-Currency
Manage and handle various international currencies
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Product Catalog
Present a catalog of inventory that customers can view
Credit Card Processing
Accept and process credit card transactions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Email Marketing
Create and send email blasts/campaigns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Rewards Points
A type of incentive earned through making purchases in select categories.
Customer Accounts
Record customer information, purchase history, and other notes
Customizable Fields
Customize data fields to support various needs and use cases
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Technology Glossary Features
View definitions of the features and discover new technology terms.
The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.
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.
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.