Slate by Technolutions Features
Functionality (24)
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Email marketing
Enables admissions professionals to email students or prospective students from within the tool
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SMS Alerts
Allows admissions professionals to send applicants alerts via SMS
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Event Management
Contains recruitment event management functionality
Financial Management
Contains task management features designed to improve admissions office workflow
Interview Scheduling
Provides interview scheduling and management functionality
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Mobile Application
Provides users with a mobile application to use
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Forms Automation
Allows users to create customizable online forms
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Marketing Automation
Gives users the ability to design, test, and automate marketing campaigns directly within the tool
Lead Nurturing
Provides personalization tools to help nurture individual leads and personalize the applicant experience
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Automated Reminders
Contains automated reminders for admissions staff
Document Management
Store, manage, and track all electronic documents in a centralized location
Alumni Management
Tools that help educational institutions or fundraising organizations connect with alumni
Admissions Management
Handle the registration and admission process for existing and new students
Assessment Management
Creation, administration, and evaluation of assessments or tests
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Candidate Management
Build, track, and maintain relationships with candidates
Fee Management
Track collected or paid charges for services performed or access granted
Financial Aid Management
Manage information and/or provide updates regarding student financial aid
Forms Management
Store, manage and track all forms in a centralized location
Class Scheduling
Schedule in-person or online classes
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Data Management (4)
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Analytical Tools
Provides insight into applicant data via reporting and data visualization tools
Integration APIs
Integrates and/or allows data sharing with other disparate systems
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Funnel Management
Provides an overview of the number of applicants at each stage in the admissions process, from prospect to enrolled student
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Administration (7)
User Dashboard
Allows users to customize their home page to display the information relevant to their role and tasks.
Donor Profiles
Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes.
Reporting
Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.
Templates
Provides standard templates for letters and emails and/or allows users to create their own.
Customization
Creates custom fields to track information about donors or gifts that is specific to an organization.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Donor Management (18)
Moves Management
Tracks action steps and notes for each prospective donor in the donor pipeline.
Pledge Tracking
Records gift pledges and updates remaining amount based on installments.
E-Document Storage
Allows electronic files to be uploaded and stored within donor profiles.
Acknowledgments & Communications
Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Donor Management
Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach
Receipt Management
Upload, track, and submit receipts in a central database
Email Management
Manage, store and organize emails within the system or via third-party apps
Volunteer Management
Manage volunteer information and direct volunteer resources
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Gift Matching Management
Ability to match gifts through the system
Event Management
Schedule and manage the logistics of activities and other gatherings
Grant Management
Monitor application statuses, proposals and award funds
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Contact Management
Manage, organize, and store contact information
Pledge Management
Track commitments to donate in the future
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
Interoperability (5)
Event Tracking
Stores event registration and ticketing information collected through online forms or manual data entry.
Gift Tracking
Downloads gift information from integrated fundraising tools into donor profiles.
Fund Accounting
Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Donation Tracking
Track and view detailed financial donation history made by contacts and members
Platform Basics (12)
Alumni records and contacts
Maintains records of alumnis who graduate from higher education institutions, as well as store contact information from alumni for general communication purposes.
Networking events
Organizes events centered around networking and recruiting for graduating alumni and companies needing viable candidates.
Alumni events
Manages events that bring alumni from certain higher education institutions together for camaraderie and relationship building.
Communication within alumni group
Possess abilities to communicate whether via email, social media groups, text, calls or mail within the alumni group so that events, fundraisers or career opportunities may be communicated.
Alumni Engagement
In addition to having communication abilities, provides opportunities for alumnis to connect and organizes for special interest groups, sharing stories or sharing university spirit camaraderie.
Donation Collecting
Have the ability to organize donation collecting for universities or for alumni management groups from other college alumni.
Alumni events
Manages events that bring alumni from certain higher education institutions together for camaraderie and relationship building.
Communication within alumni group
Possess abilities to communicate whether via email, social media groups, text, calls or mail within the alumni group so that events, fundraisers or career opportunities may be communicated.
Alumni Engagement
In addition to having communication abilities, provides opportunities for alumnis to connect and organizes for special interest groups, sharing stories or sharing university spirit camaraderie.
Donation Collecting
Have the ability to organize donation collecting for universities or for alumni management groups from other college alumni.
Member directory
Maintains records of alumnis who graduate from higher education institutions, as well as store contact information from alumni for general communication purposes.
Networking opportunities
Creates various opportunities to connect for recruiting purposes. For example: the creation of forums and discussion groups on certain industries, the ability to organize events centered around networking, and recruiting of graduating alumni by companies needing viable candidates.
Platform Additional Functionality (8)
Fundraising events
Although this is more university leaning for alumni management software, provide ability to organize fundraising events for the university for raising funds for certain causes.
Career portals
Certain products may have the functionality to contain a career portal so that graduates may seek out job opportunities from graduated alumni and their companies.
Newsletter Sharing
Sometimes products have the ability to create a newsletter specifically for alumni that allows for the communication of stories, news and university information within the alumni group.
Member Portal
Online gateway through which members can access/update personal information
Fundraising events
Although this is more university leaning for alumni management software, provide ability to organize fundraising events for the university for raising funds for certain causes.
Newsletter Sharing
Sometimes products have the ability to create a newsletter specifically for alumni that allows for the communication of stories, news and university information within the alumni group.
Job Portals
Certain products may have the functionality to contain a career portal so that graduates may seek out job opportunities from graduated alumni and their companies.
Customization
Ability for alumni admin to set up the software to fit the needs of the community. Customizable for preferred functionalities and specified levels of controls based on the user.
Agentic AI - Admissions and Enrollment Management (1)
Multi-step Planning
Ability to break down and plan multi-step processes
Additional Functionality (89)
Mobile Access
Access software remotely via mobile devices
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
K-12
Software designed for kindergarten through 12th grade schools
Commenting/Notes
Leave comments and notes on documents for others to view
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Scoring
Automatically calculate score after the assessment
Attendance Tracking
Track the attendance of specific individuals or groups
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Electronic Payments
Electronically collect payments for goods or services
For Higher Education
Software designed for higher education organizations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Billing & Invoicing
Create, manage, and send invoices or bills to customers
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.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Activity Tracking
Track and document all activities across devices, networks, and other systems
Email Management
Manage, store and organize emails within the system or via third-party apps
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Email Templates
Pre-made examples and templates for emails
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Customizable Fields
Customize data fields to support various needs and use cases
Real-Time Analytics
Analyze and gain insights into data in real-time
Website Management
Built-in website builder or integration with third-party site
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Member Accounts
Accounts held by members of an organization
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Membership Management
Database of members to track personal information of individuals and families
Email Reminders
Reminders sent via email
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Event Scheduling
Plan an event's time and location
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Newsletter Management
Create and update newsletter content to increase engagement
Contact Management
Manage, organize, and store contact information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
List Management
Manage contacts across multiple mailing lists
For Alumni Associations
Designed for alumni organizations and associations
Credit Card Processing
Accept and process credit card transactions
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Event Ticketing
Manage tickets for specific events
Fundraising Management
Activities related to raising money for a specific cause
Electronic Payments
Electronically collect payments for goods or services
Email Marketing
Create and send email blasts/campaigns
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Live Chat
Ability to chat online in real time
Customizable Forms
Customize contracts and forms to collect specific information
Event Calendar
A list of events with their respective dates
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
API
Application programming interface that allows for integration with other systems/databases
Customizable Branding
Add customized logos and colors to align with company branding
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Online Giving
Outlet for members and visitors to submit donations electronically
Summary Reports
Mobile Access
Access software remotely via mobile devices
Email Marketing
Create and send email blasts/campaigns
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Branding
Add customized logos and colors to align with company branding
Historical Trend Analysis
Review data from past periods to reveal recurring tendencies
API
Application programming interface that allows for integration with other systems/databases
Recurring Giving
Manage and track recurring gifts
Customizable Fields
Customize data fields to support various needs and use cases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
For Nonprofits
Software specialized for non-profit organizations
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Mobile Giving
Ability to make a donation from a mobile device/app
Customizable Reports
Alter the layout and content of reports
Event Ticketing
Manage tickets for specific events
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Campaign Planning
Plan and strategize marketing campaigns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Personalization
Adjust communications based on previous interactions or personal preferences
Credit Card Processing
Accept and process credit card transactions
Payment Processing
Accept, record, and reconcile financial transactions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications



