Square Point of Sale Features

Users can create new contracts within the platform using built-in document creation features.

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

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Contracts specific to government agencies or organizations who deal with government agencies

An agreement that's only valid if signed by all involved parties, sealed, and delivered

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

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

Optimizes business operations across multiple channels

Creates a single data repository of inventory and customer information

Receive data and information in real time

Streamlines order fulfillment and processing

Optimizes product copy, images, and information

Monitors and updates product/inventory data, pricing, and availability to stay up-to-date

Optimize and manage the search engine optimization efforts for a website or digital content

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

Ensures product listing and order fulfillment complies with online retail regulation

Publishes products and services to desired channels

Reconciles orders, sales, and settlements across multiple channels

Integrates with third-party online marketplaces

Reports specific to sales analysis for trends and strategies

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

Integrate with a third-party accounting system

Allows products or services to be sold internationally

Create, send, and track purchase orders and their statuses

Scans products or services before shipping to ensure accuracy

Track and facilitate returns of products sold

Manage and track orders being shipped to customers

Track products that are for sale at a reduced price or part of coupon promotions

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Design, communicate, and distribute incentives to perform a specific action

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Built-in website builder or integration with third-party site

Capture, organize and track product-specific data and information in a centralized location

Processes credit card payments either within the platform or using an outside processing company.

Allows users to scan barcodes to obtain pricing and item information when checking out a customer.

Allows users to connect the software with outside hardware such as cash drawers, credit card readers, barcode scanners, and more.

Applies adjustments such as bulk discounts, sale discounts, buy one get one free or other offers to item prices during checkout.

Provides receipts to customers after their purchase by printing them, sending them via SMS or email, or provides the ability to refuse a receipt.

Electronically collect payments for goods or services

Integrate with a third-party accounting system

Provides customers with discounts or other rewards for being frequent patrons or attacts lapsed customers back with deals or coupons.

Uses email to send marketing material to customers such as coupons, special offers, and more.

Tracks inventory in real time as purchases are made so users are aware of the need to restock.

Schedules employees, tracks productivity, and allows for multiple user profiles.

Provides users with reporting on key data such as sales, inventory, revenue, and more.

Connects with an online store to either track inventory sold online or process online payments.

Digitally sign online documents

Tool used to determine accurate pricing and product eligibility for borrowers

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Calculation of consumption tax imposed on the sale of goods/services

Upload, track, and submit receipts in a central database

Design, communicate, and distribute incentives to perform a specific action

Manage sales in retail stores

Tracking, calculating, and paying commissions and earnings to employees

Create, send, and track purchase orders and their statuses

Manage and track customer orders for goods, investments, or any other purchases

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Track and manage the profit margin between the cost of a product and its selling price.

Manage the buying, selling, and holding of stocks

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track and facilitate returns of products sold

Track products that are for sale at a reduced price or part of coupon promotions

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Creating a menu within the platform for servers to input orders or for online ordering.

Tools to track restaurant inventory in order to make accurate purchasing decisions and avoid spoilage.

Tools to create work schedules for your employees.

Tracking revenue and expenses within the platform.

Reporting and analytics on a variety of data and metrics.

The ability to create a loyalty program to offer coupons or discounts to frequent customers or to lure back infrequent customers.

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance

Manage order deliveries until they are received by the customers

Active reporting of data and metrics

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

The ability to proces credit card payments within the platform.

Adjusting or splitting checks to reflect discounts or refunds.

The ability to send order tickets to the kitchen to either be printed or appear on a screen.

Tools to help create an online ordering service for delivery and takeout.

Upload, track, and submit receipts in a central database

Calculation of consumption tax imposed on the sale of goods/services

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Design, communicate, and distribute incentives to perform a specific action

Create, send, and track purchase orders and their statuses

Track and facilitate returns of products sold

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Tracking, calculating, and paying commissions and earnings to employees

An order generated by a seller to a customer, containing details about products or services

Track products that are for sale at a reduced price or part of coupon promotions

Manage and track customer orders for goods, investments, or any other purchases

Store recipes, enable recipe modification, and generate data required for production records

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Capture and record the tips received by servers and manage their distribution between all types of workers in a restaurant

Pre-authorize credit cards to run the total charges that guests accumulate throughout their time at bars

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

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Allows users to view inventory and build a menu that's appropriate

Allow customers to make a partial payment on an invoice and track remaining debt

Manage the buying, selling, and holding of stocks

Tool used to determine accurate pricing and product eligibility for borrowers

Track and manage the profit margin between the cost of a product and its selling price.

Distribute a bill into multiple payers according to the proportion suggested by the payers

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters.

Assists users in collecting payments for unpaid invoices.

Manages disputes regarding billing and payments.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Active reporting of data and metrics

Report on the allocation and distribution of labor costs across projects

Accounting functionality within the system, not requiring integration with third-party tools

The ability to manage employee schedules, payroll, or onboarding.

Analyze and gain insights into data in real-time

Manage the buying, selling, and holding of stocks

Manage and track customer orders for goods, investments, or any other purchases

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

Accept and process customer payments for products or services using hardware and software

The ability to see which tables are free and which are occupied so tables can be assigned customers as they arrive.

Tools for the kitchen to receive customer orders via tickets so they can be prepared and delivered to the proper table.

The ability to reserve tables in advance so the restaurant is not overbooked at the time of the reservation.

Create, send, and track purchase orders and their statuses

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Design, communicate, and distribute incentives to perform a specific action

Track products that are for sale at a reduced price or part of coupon promotions

Record, update and manage waiting lists

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Allows users to view inventory and build a menu that's appropriate

Has a centralized dashboard for users to interact with

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

Application is its own calendar, booking, and reminder system.

The software uses data from CRM, calendar, or another application to generate reminders.

Reminders are sent via text message to a mobile device.

Reminders are sent via email.

Reminders are sent via automated phone call.

Recipient is prompted to confirm, cancel, or reschedule the appointment

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Reports on the status of invoices or payments

Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

Calculation of consumption tax imposed on the sale of goods/services

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

Reports that show customers their invoices, payments, and balance on the account

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Business model that charges based on the amount of time spent on an hourly basis

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Business model that bills clients an amount based on the project/task/job performed

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Buyer isn't billed until the period is up without any interest charges

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

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

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

Manage contact details and communication with clients

Process of automatically notifying clients when payments fail to ensure invoices are paid

Verify, organize, manage & store enterprise data assets in a centralized repository

Oversee the process of issuing refunds

Track products that are for sale at a reduced price or part of coupon promotions

Calculation of consumption tax imposed on the sale of goods/services

Process of managing customer subscription lifecycle for a recurring service or a product

Generate recurring invoices

Create, manage, and send invoices or bills to customers

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Clients can submit payments via mobile devices

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

Easily integrate with accounting tools

Easily integrate with e-commerce tools to enable online sales

Allows integration with stores at multiple location

Website through which businesses can sell goods or services over the internet

Ability to send confirmation and reminder emails & texts

Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment

Schedule repeating appointments based on a duration of time

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

Automatically find mutually available meeting time slots across multiple calendars

Automatically detects the time zone of both parties to avoid booking mistakes

Ability to set preferred availability to ensure appointments are only booked during approved times

Ability to block off additional time between appointments for travel or preparation

Personalize booking page with custom logos and colors to match branding

Personalize a booking link to share with customers

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.

Provides the ability to be embedded into websites

Integrates with payment processing software to accept payment from customers

Integrates with video conferencing tools to allow for virtual appointments

Integrates with SMS providers or instant messaging platforms to communicate directly with customers

Integrates with accounting or similar platforms

Integrates with ERP systems

Integrates with Corporate Performance Management platforms

Integrate with EDC machine and accept all forms of credit cards

Allow payment via loyalty points as a legal tender

Supports payment from all standard digital wallets

Allows UPI payment integration

Allows payment in the form of meal vouchers, to support varied categories of customers

Enables customers to pay using a gift voucher

Address the masses with denomination-based cash payments

Provides options to customers to pay on installment

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

Electronically collect payments for goods or services

Speeds up check-out lines with sales through barcode scanning

Supports printing of bills and sends e-Receipt to customers’ mobile numbers

Supports seamless integration with devices like cash drawer, weighing scale, payment gateways, digital wallets and others

Allows advance order booking for customer convenience

Facilitate easy return and refunds in the form of cash or as a direct transfer to a customer’s wallet

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

Facilitate the process of ordering and the mail delivery of products

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

Helps inventory tracking, inventory shrinkage and stock optimization

Notifies when a stock for particular product is running low before it runs out

Organize and filter inventory based on assigned categories (such as by size, style, or color)

Track inventory levels across multiple store locations

Create purchase order and order stock directly from the system

Track sales , inventory by category, cost of goods sold, profit margin etc

Allows visibility into real-time business data and insights remotely

Easily export any report to Excel/CSV, PDF and share a URL

Allow visibility into data from anywhere outside the store

Alter the layout and content of reports

Alter the layout and content of reports

Analyze and gain insights into data in real-time

Enable to see what customers buy across channels and offer service tailored to their needs.

Drive loyalty and ensure customers join store's loyalty program

Create customer profiles and offer special discounts as per their purchase history

Create, design and manage workflows for repetitive tasks

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Manage and track customer orders for goods, investments, or any other purchases

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Design, communicate, and distribute incentives to perform a specific action

Track and manage inventory levels to maintain proper supply

Tracking, calculating, and paying commissions and earnings to employees

Track and facilitate returns of products sold

Track products that are for sale at a reduced price or part of coupon promotions

Track and manage the profit margin between the cost of a product and its selling price.

Track and manage the sale of lottery tickets

Upload, track, and submit receipts in a central database

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

Monitor fuel consumption and optimize fuel usage

Built-in website builder or integration with third-party site

Plan, manage, and track the financial activities of an individual or organization

Track and manage the day-to-day operations of all franchise locations.

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Define, track, and/or automate sales activities and sales processes

Create, manage and track all task activities and progression

Track and manage schedules and meetings via an integrated calendar

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Manage the planning and execution of supply chain activities

Track employee/learner's progression through training programs

Track the amount of time spent on a job or task

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

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

Allow customers/users to submit support queries and service requests

Streamline royalty relationship management via payment processing, lease tracking, reporting, and more.

Track and manage adherence to policies for any service, product, process, or supplier

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

An order generated by a seller to a customer, containing details about products or services

Provides intelligence to make the right inventory purchasing decisions.

Manage and track orders being shipped to customers

Manage and track operations and inventory within warehouses

Manage the buying, selling, and holding of stocks

Keep track of productivity per time period, employees’ ins and outs

Allow new staff up to speed in no time and with intuitive learning modules

Enable automated commission tracking and record sales done by each sales representative

Provides employees with personal accounts to login and assign different sets of permissions to different roles

Provide a tool to schdule employee shift

Define levels of authorization for access to specific files or systems

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Allows reaching out to customer support 24/7 through tollfree number

Resolve queries through email and chat support

Allows saving of all pending or solved tickets in the system

Access to one on one session and free webinars to get started with the product

Allows connecting with peers and see how other retailers are using the system

Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices

Allow customers to make a partial payment on an invoice and track remaining debt

Offers customizable approval processes for all types of transactions

Compare and match accounting/financial records with corresponding bank statements

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements.

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

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

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

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

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

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

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

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Sends automated messages and reminders, resolves disputes, or does proactive outreach.

Responds to basic questions from inbound emails.

Analyzes past transactions to make a prediction of when future payments are likely to be paid.

Scan barcodes to ensure accurate pricing and label tracking

Define levels of authorization for access to specific files or systems

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

Integrate with a third-party accounting system

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

Track orders throughout the fulfillment process

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

Access previous interactions or concerns to maintain customer relationships

Accept, record, and reconcile financial transactions

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

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Alter the layout and content of reports

Manage and support multiple locations

Designed for bars, clubs, nightclubs, etc.

Track employees' arrival and departure timings for payroll purposes

Accept and process credit card transactions

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

Monitor product stock levels

Present a catalog of inventory that customers can view

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

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

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

Reports specific to sales analysis for trends and strategies

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

Use the built-in point of sale or POS integration to streamline administrative and accounting operations across restaurants

Import and export data to and from software applications

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Accept and process customer payments for products or services using hardware and software

Record customer information, purchase history, and other notes

Operate/access software on iPad Devices

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Receive data and information in real time

For Retail Stores

The ability to identify a barcode on or within an image or packaging

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

Receive system updates as soon as any changes are made

Create, manage, and send invoices or bills to customers

Automate order processes to improve operational efficiency in fulfillment, shipping, and more

For retailers

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

Serves restaurants

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Access software remotely via mobile devices

Tracks and processes online orders

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Accept and process credit card transactions

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

Access software remotely via mobile devices

Manage and support multiple locations

Receive data and information in real time

Add customized logos and colors to align with company branding

Reports specific to sales analysis for trends and strategies

Market event via social media tools

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

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

Track orders throughout the fulfillment process

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

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

Receive system updates as soon as any changes are made

Tracks and processes online orders

Alter the layout and content of reports

Scan barcodes to ensure accurate pricing and label tracking

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Access previous interactions or concerns to maintain customer relationships

Form predictions based on past and present data/trends

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

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

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

Electronically collect payments for goods or services

Encrypts data within the file, which can only be decrypted using a password or encryption key

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

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

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

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

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manage and support multiple languages

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

Invoices that can be tailored according to company's branding, payment terms and personalized information

Active reporting of data and metrics

Accept and process credit card transactions

Generate quotes or estimates for customers

Identify and prevent suspicious activity

Receive data and information in real time

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

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Compare new data with existing records to detect duplicate entries

Store and view prior invoices for each account/client

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

Gateway through which end users can view past bills and pay current invoices

Integrate with a third-party accounting system

Create backups and provide methods to recover deleted/lost data

Add customized logos and colors to align with company branding

Process of sending a large number of documents, messages or emails to multiple recipients at once

Create invoices from scratch or have recurring invoices

Log and record hours worked and costs spent to assist in billing and invoicing

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

Alter the layout and content of reports

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

Manage and handle various international currencies

A chronological record of actions or occurrences within a network, software, or process

Creation, processing, verification, and execution of invoices till the payment is made

Match digital receipt images or data with corresponding expense entries

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Analyze and gain insights into data in real-time

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

Reminders sent via email

Access software remotely via mobile devices

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Record customer information, purchase history, and other notes

Customize data fields to support various needs and use cases

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

A record of all activities within the system, including user access, changes made, etc.

Process payments via multiple modes directly through the application

Online portal through which end users can access the system, manage tasks, or obtain information

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

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

Track sent and received payments, invoices, and bills.

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

Route documents and other data through one or more stakeholders for review and approval

Designed for small businesses

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Import and export data to and from software applications

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

Manage and support multiple locations

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Create, manage, and send invoices or bills to customers

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

Digitally sign online documents

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

Access software remotely via mobile devices

Accept and process customer payments for products or services using hardware and software

The ability to identify a barcode on or within an image or packaging

Accept, record, and reconcile financial transactions

Send / receive, process, and execute orders

Intended to be used by field service companies

Create and send email blasts/campaigns

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

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

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

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

Form predictions based on past and present data/trends

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

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

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

Protect sensitive data for digital privacy

A central repository to manage branding content across franchisees.

Accept and process credit card transactions

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

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

Maintain and control the stock level of inventory

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

Track stock count levels to manage product reordering

Active monitoring of systems, applications, or networks

Receive system updates as soon as any changes are made

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

For Retail Stores

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

Manage and handle various international currencies

Specifically for telecommunications industry

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

Access previous interactions or concerns to maintain customer relationships

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

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

Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network.

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Services paid in advance before the end of the monthly billing cycle.

Present a catalog of inventory that customers can view

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

Configure existing workflows to meet your organization's needs

Accept, record, and reconcile financial transactions

Records or detailed document of call data produced by a telephone exchange over telecommunications equipment.

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

Control and set flexible rates that depend on multiple variables and enable rate automation and calculation

A record of all activities within the system, including user access, changes made, etc.

Record customer information, purchase history, and other notes

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

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

Companies that provide access to the internet and its related services.

Services paid in real-time or end of the monthly billing cycle.

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Import and export data to and from software applications

Analyze and gain insights into data in real-time

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

Reminders sent via email

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Accept and process credit card transactions

Customize data fields to support various needs and use cases

Receive data and information in real time

Creation, processing, verification, and execution of invoices till the payment is made

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Process payments via multiple modes directly through the application

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

Digitally sign online documents

Search for specific words or phrases within a document or database

Import and export data to and from software applications

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

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Electronic signing method that validates the authenticity and integrity of a digital document

Create, edit, and revise contracts/written agreements

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

Alter the layout and content of reports

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, manage and track all task activities and progression

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Highlight content and/or make notations about parts of content

Create, design and manage workflows for repetitive tasks

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

A record of all activities within the system, including user access, changes made, etc.

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

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

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

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

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Manage, organize, and store contact information

Define levels of authorization for access to specific files or systems

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

Review and analyze existing information across documents

Add customized logos and colors to align with company branding

Configure existing workflows to meet your organization's needs

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

Track and report regulatory data to either internal management or external stakeholders

An agreement between a business and an external supplier for the delivery of a set of products or services

Accept, record, and reconcile financial transactions

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

Alter the layout and content of reports

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

Monitor and record expenses such as purchases or charges incurred

Import and export data to and from software applications

Receive data and information in real time

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

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Create, manage, and send invoices or bills to customers

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

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Create, send, and track purchase orders and their statuses

A record of all activities within the system, including user access, changes made, etc.

Track products that are for sale at a reduced price or part of coupon promotions

Centralized accounting record which tracks all financial transactions

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

A list of customers and their payments due updated on a monthly basis

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and handle various international currencies

Create, design and manage workflows for repetitive tasks

Accept and process credit card transactions

Create, manage and track all task activities and progression

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

Form predictions based on past and present data/trends

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Online portal through which end users can access the system, manage tasks, or obtain information

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

Receive and deposit or issue and record check payments

Upload, track, and submit receipts in a central database

Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit

Plan, manage, and track the financial activities of an individual or organization

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

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage the process of evaluating documents or requests submitted for approval

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

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Import and export data to and from software applications

Print paychecks issued to confirm payment of wages or salary

Track factors that affect pricing and adjust prices accordingly to increase sales

Includes functionalities for creating custom eCommerce websites

Customize data fields to support various needs and use cases

Organize and group data or items based on various criteria

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

Maintain and control the stock level of inventory

Checkout of online store

Alter the layout and content of reports

Reports specific to sales analysis for trends and strategies

Accept and process credit card transactions

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

Manage and support multiple locations

Access the system via a mobile application

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

Data is backed up automatically to prevent data loss

Process of printing custom labels through various methods.

Accept and process customer payments for products or services using hardware and software

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

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

Use the built-in point of sale or POS integration to streamline administrative and accounting operations across restaurants

Define levels of authorization for access to specific files or systems

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Record customer information, purchase history, and other notes

Operate/access software on iPad Devices

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track employees' arrival and departure timings for payroll purposes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

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

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

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

Receive data and information in real time

For Retail Stores

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

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

Accept, record, and reconcile financial transactions

The ability to identify a barcode on or within an image or packaging

Receive system updates as soon as any changes are made

Access previous interactions or concerns to maintain customer relationships

Create, manage, and send invoices or bills to customers

Automate order processes to improve operational efficiency in fulfillment, shipping, and more

For retailers

Present a catalog of inventory that customers can view

Track stock count levels to manage product reordering

See what items have been returned

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

Interactivity between software and users by touching areas on the screen of display devices

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

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

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

Record, update and manage waiting lists

Access software remotely via mobile devices

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

Import and export data to and from software applications

Manage various aspects of appointments including booking, rescheduling, canceling

Create and send email blasts/campaigns

Manage contact details and communication with clients

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

Electronic storage of stakeholder contact information

Book meetings and appointments through a website or digital platform

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

Send messages via SMS

Accept and process credit card transactions

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

Manage and support multiple locations

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

Access previous interactions or concerns to maintain customer relationships

Track and manage schedules and meetings via an integrated calendar

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

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

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

Record customer information, purchase history, and other notes

Generate or print labels that contain shipping information for packages

Electronically collect payments for goods or services

Add customized logos and colors to align with company branding

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

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

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Create and send email blasts/campaigns

Receive system updates as soon as any changes are made

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

Import and export data to and from software applications

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

Checkout of online store

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

Track stock count levels to manage product reordering

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

Manage and support multiple locations

Manage and handle various international currencies

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Seamlessly integrates with 3rd party websites

Schedule repeating appointments based on a duration of time

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

Add customized logos and colors to align with company branding

Notifications via mobile devices

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

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

Receive system updates as soon as any changes are made

Compliant with HIPAA, which sets standards for sensitive patient data protection

Schedule appointments via a calendar

Gauge satisfaction and receive information for improvement and success

Manage and support multiple locations

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

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

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

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

Manage the rescheduling of appointments

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage and support multiple languages

Active reporting of data and metrics

Automated reminders and confirmations for booked appointments and events via text or email

Send, receive, and respond to messages

Automatic reply functionality for incoming messages

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

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

Reminders sent for balance/payment due

Synchronize with other calendars to view mutual availability and schedules

Online portal through which end users can access the system, manage tasks, or obtain information

Electronically collect payments for goods or services

Send messages via SMS

Import and export data to and from software applications