SFX CRM Features
Platform (67)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
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
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Additional Functionality (26)
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Email Templates
Pre-made examples and templates for emails
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Campaign Analytics
Track and interpret campaign performance metrics
Data Import/Export
Import and export data to and from software applications
Careers Page
Web page to host job postings, show role descriptions or receive applications from potential candidates
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
SMS Messaging
Send messages via SMS
Built-in ATS
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
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
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Customizable Reports
Alter the layout and content of reports
Email Marketing
Create and send email blasts/campaigns
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Resume Parsing
Automates the extraction and analysis of key information from resumes or CVs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Content (2)
Automation
Automates some or all operation related tasks
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Recruiting and Onboarding (3)
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Sourcing and Candidate Identification
Search broad candidate pool to recruit passive talent
Interview Scheduling
Coordinates interview scheduling via email, phone, or text
Applicant Tracking
Provides tools to track and analyze candidate applications throughout predetermined stages of the recruiting process.
Platform Basics (4)
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Integrations
Offers a built-in applicant tracking system (ATS) or integrates with third-party ATSs.
Internal Chat Integration
Incorporation of a chat or messaging system within an organization's internal communication infrastructure
Platform Content (14)
Digital Strategy
Manages employer branding across mobile, digital, and social media.
Candidate Relationship Management
Offers a candidate relationship management (CRM) system to track and organize candidates across mobile, digital, and social media.
Employer Branding
Provides tools that help optimize employer branding on career sites, job portals, and employee testimonial pages.
Social Recruiting
Provides social recruiting tools, job distribution features, and candidate relationship management (CRM) capabilities.
Job Management
Manage and track all job information and associated tasks
Employee Referral Management
Manage and track employee referrals for open job positions
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Interview Management
Create and track interviews with a reminder system
Email Management
Manage, store and organize emails within the system or via third-party apps
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Job Application Management
Customizable Branding
Add customized logos and colors to align with company branding
Platform Performance (3)
Marketing Automation
Automate workflows and trigger campaigns based on customer actions
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Platform Additional Functionality (2)
Dashboard
Has a centralized dashboard for users to interact with.
Mobility
Is accessible from a mobile device and by users on the go.
Job Ad Creation (2)
Targeted Ads
Facilitates distribution of targeted ads designed to attract high-quality candidates for specific roles.
Predict Performance
Predicts the performance of job ads before they are deployed.
Purchasing (3)
Budgeting
Automatically allocates ad spending budgets.
Automate Purchasing
Automates and optimizes job ad buying.
Job Site Publishing
Integrates with multiple third-party job sites or publishers.
Tracking (2)
Real Time Adjustments
Tracks ad performance in real time and automatically readjusts budgets and spending.
Analytics
Generates analytics reports or dashboards on the performance of recruiting campaigns.
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